Configure the SharePoint site

Configure the LiveCycle server settings on the SharePoint site to enable SharePoint users to invoke LiveCycle processes from the SharePoint site.

  1. Log in to the SharePoint site with the user name and password.

  2. On the Sites page, click Site Actions > Site Settings.

  3. On the Site Settings page, under Adobe LiveCycle, click LiveCycle Settings.

  4. Enter the server parameters:

    • Host Name and Port Number Enter the host name and the port of the machine that hosts LiveCycle server.

    • User Name and Password Enter the user name and password of a user that starts the feature from the SharePoint site. On the server, this user account must be configured with the Services User role. See Create LC Binding user for information about the type of user account that you must enter. See LiveCycle Administration Help for more information about configuring services and user accounts on LiveCycle.

  5. Select Enable HTTPS Connection to connect securely to the LiveCycle server.
    Note: LiveCycle server should also be running in secure mode (HTTPS). Also, default secure port is normally different from the http port, so make sure to change the port as done in step 4 accordingly.

  6. Enter the PDF Generator settings.

    See PDF Generator settings.

  7. Specify Reader Extensions settings.

    See Reader Extensions settings.

  8. Enter Rights Management settings.

    See Rights Management settings.

  9. Click Apply.

    PDF Generator settings

    To ensure that users can invoke the Convert to Adobe PDF operation, in addition to specifying the following settings, ensure that PDF Generator is available on the LiveCycle server. See PDF Generator information in Administration Help.

    1. Perform one of the following:

      • Select Use Custom Settings to manually configure the settings.

      • Select Upload Settings File to use a PDF settings file (.JOBOPTIONS file) to configure PDF settings. If you choose this option, all PDF configuration options are disabled.

    2. If you selected the Use Custom Settings option, specify values for the following fields:

      • File Type Settings Select the settings to apply to the generated PDF files.

      • Adobe PDF Settings Select the output settings to apply to the generated PDF files.

      • Security Settings Specify the security settings for the generated PDF files.

      • Time Out Enter the maximum time in which to complete the conversion.

      • XMP Document Browse and select the file containing metadata information to apply to the generated PDF file.

      • Settings Document Browse and select the document containing settings to apply while generating the PDF file.

    Reader Extensions settings

    Reader Extensions must be available on the LiveCycle server in order for users to apply usage rights on PDF documents. In addition, specify the following. See Reader Extensions information in Administration Help.

    • Credential Alias Select the credential alias to use to grant usage rights.

    • Apply Usage Rights Option Specify the run-time options to use to apply usage rights to the PDF file. To apply usage rights on PDF documents, at least one of the options must be selected

    Option

    Description

    Basic Form Fill In

    Allow users to fill in and submit the completed form.

    Import and Export Form Data
    Allows users to import and export form data from Adobe PDF forms.

    Submit Outside Web Browser
    Allows users to submit filled-in forms using Adobe® Reader.

    Database and Web Service Connectivity
    Allows the PDF document to be used as an online form.

    Add, Delete, and Change Form Fields
    Permits existing filled-in form fields to be edited in the PDF document.

    Create Pages From Templates
    Allows users to create pages from form templates in Adobe PDF documents.

    2D Barcode Decoding

    Enables two-dimensional barcode decoding for the PDF document.

    Digital Signatures

    Allows digital signatures to be added to the PDF document.

    Commenting

    Enables offline commenting for the PDF document.

    Embedded File Attachments

    Allows embedded attachments to the PDF document.

    Draft Level

    Allows the user to save the PDF document as a draft or final copy.

    Reader Message

    Represents the text displayed within Adobe Reader to inform users that the PDF document contains usage rights.

    • Select Default Protocol for BLOB Select the encoding protocol that SharePoint site uses to exchange binary files between the SharePoint repository and the LiveCycle server. Default is Base64 encoding.

    Rights Management settings

    Rights Management must be available on LiveCycle server in order for users to apply policy settings on documents. In addition, specify the following. See Administration Help.

    • Policy Set Name: Specify the policy set to use to secure the document. The policy sets are defined in Administration Console.

    • Policy Name: Enter the name of the policy to use to secure the document

    Rights Management supports the following file types:

    • Adobe PDF documents (.PDF)

    • Microsoft Office 2003, 2007, and 2010 documents (.DOC, .XLS, .PPT, .DOCX, .XLSX, .PPTX)

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