If you're using...
Workshare Professional/Protect 8 |
When you first install Workshare, you'll be provided with some policies that you can see and customize. In Microsoft Office, policies are presented in risk reports. In email, you can configure Workshare in several different ways, depending on how you'd like your policies to be presented to the user.
From Microsoft Office:
- A risk report is used to gauge how sensitive a Microsoft Word, PowerPoint and Excel document is. It's options fall under the active content channel.
To run a risk report:
- Open Microsoft Word, Excel or PowerPoint.
- Select the Workshare ribbon.
- Click Content Risk.
Running a risk report looks like this:
From Outlook:These policy configurations are triggered when you're sending an email with attachments. They're used to find sensitive information in the email body and in the attachments.
You can only choose one of the options B-E at a time. Which option you choose depends on how you’d like your users to see and interact with your policies. Option F, the
Send and Protect button, can be used instead of the first options or combined with any of them
except Interactive Protect.
- No dialog provides the administrator with the highest level of control. When the user sends the email from Outlook, they will not be notified which policies have been applied and will not be able to modify them.
- Interactive protect can be set to provide either the administrator or the user with a high level of control. As soon as the user attaches the document, interactive protect begins scanning it for metadata. While the scan takes place, the user can draft the email. Once the scan is complete, the protect panel will appear, enabling the user to easily see and choose their Protect options. The administrator can grey out any of these options so the user cannot change them. The protect panel looks like this:
- The protect profiles can be set to provide either the administrator or the user with a high level of control. Once the user clicks Send, the protect profiles dialog appears with a list of profiles to choose from:
- Default
- Clean
- Clean & PDF
- Clean & Secure File Transfer
- Secure File Transfer
The protect profiles dialog look like this:
Each profile has a set of policies associated with it. The user selects one profile that matches how secure the documents is. The user then clicks Send or selects one of the following options, if the administrator has enabled them:
- Send without Processing, which will not apply any policies.
- Advanced Options, which opens the email security dialog (for an image, see option F). The email security dialog enables the user to modify the profile's options before sending. The administrator can grey out any of these options so the user cannot change them.
- The email security dialog can also be used instead of the protect profile dialog to give the user a higher level of control and visibility more easily. When the user clicks Outlook's Send button, the email security dialog appears with the advanced options of the Default profile. The administrator can grey out any of these options so the user cannot change them. The email security dialog looks like this:
- The Send and Protect button can be set to provide either the administrator or the user with a high level of control. This button sits above Outlook's Send button. You can provide the Send and Protect button as the only policy configuration, or you can provide the user with this button in addition to one of the options B, D or E.
If you enable the Send and Protect button and disable the other options:
- If the user clicks Send and Protect, the email security dialog opens and displays the advanced options of the Default profile.
- If the user clicks Outlook's Send button, no policies will be applied to their email and attachment.
If you enable the Send and Protect button and enable one of the other options:
- If the user clicks Send and Protect, the Email Security Dialog will appear with one set of policies.
- If the user clicks Outlook's Send button, another set of policies will be triggered.
