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SmartShelter PDF Document Protection User Guide For Windows XP, Vista, Windows 7, 8, and Mac OS X Version 11.15 - May 2015

SmartShelter PDF User Guide 11 - Wibu · SmartShelter PDF covers two plug-in components: SmartShelter PDF Author for the information distributor or developer (licensor) and SmartShelter

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Page 1: SmartShelter PDF User Guide 11 - Wibu · SmartShelter PDF covers two plug-in components: SmartShelter PDF Author for the information distributor or developer (licensor) and SmartShelter

SmartShelter PDF

Document ProtectionUser Guide

For Windows XP, Vista, Windows 7, 8, and Mac OS X

Version 11.15 - May 2015

Page 2: SmartShelter PDF User Guide 11 - Wibu · SmartShelter PDF covers two plug-in components: SmartShelter PDF Author for the information distributor or developer (licensor) and SmartShelter

Printed in GermanyAll rights reserved. No part of this documentation, the accompanying software, or other components of the describedproduct may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopyingand recording, for any purpose other than the personal use of the purchaser without the express written permission ofWibu-Systems.While the data contained in this document has been written with all due care, Wibu-Systems does not warrant or assumeresponsibility or represent that the data is free from errors or omissions. Wibu-Systems expressly reserves the right to change programs or this documentation without prior notice.

WIBU, CodeMeter, SmartBind and SmartShelter are registered trademarks of Wibu-Systems. All other brand names andproduct names used in this documentation are trade names, service marks, trademarks, or registered trademarks of theirrespective owners.

© Copyright 2003-2015, WIBU-SYSTEMS AG,Rueppurrer Strasse 52-54, 76137 Karlsruhe, Germany

Wibu-Systems is member of:

and also a member of the developers programs of Autodesk, Apple, HP, IBM, Intel and Microsoft.

PCMCIA since 1993

USB Implementers Forum since 1997

SD Card Association since 2007

Bitkom, German Association of Information Technology,Telecommunications, and New Media since 2003

VDMA, German Engineering Federation since 2008

Microsoft Embedded Partner

Microsoft Gold Certified Partner

Adobe Solution Network

Strategic Software Partner Industrial and Medical

OPC Foundation since 2012

Page 3: SmartShelter PDF User Guide 11 - Wibu · SmartShelter PDF covers two plug-in components: SmartShelter PDF Author for the information distributor or developer (licensor) and SmartShelter

Contents

3

Table of Contents

I Introduction 4

.....................................................................................................................41 Safety Instructions

.....................................................................................................................42 Typographical Conventions

.....................................................................................................................43 Support by Wibu-Systems

.....................................................................................................................54 About Wibu-Systems

II Overview - SmartShelter PDF 6

.....................................................................................................................61 Background

III SmartShelter PDF Reader 7

.....................................................................................................................71 Installation

............................................................................................................................................7Requirements 1.1

............................................................................................................................................7Installation on Windows 1.2

.................................................................................................................................................................7Trouble Shooting1.2.1

.......................................................................................................................................................7Certified Plug-Ins1.2.1.1

.......................................................................................................................................................7Duplicate Installation1.2.1.2

............................................................................................................................................8Installation on Mac OS X 1.3

.................................................................................................................................................................8Copy Installation1.3.1

............................................................................................................................................9Information Dialog 1.4

.....................................................................................................................102 Open a protected document

.....................................................................................................................103 Trouble Shooting

IV Glossary 12V Version 13Index 14

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SmartShelter PDF User Guide 11.15

1 Introduction

1.1 Safety InstructionsThe hardware of WIBU-SYSTEMS AG serves to protect and license digital products and has been developed, manufacturedand inspected in accordance with state-of-the-art technology and recognized technical safety rules and regulations. For further information on hardware certificates see the respective documents to be downloaded at the website of Wibu-Systems (http://www.wibu.com/en/certificates.html). Before you use the hardware please observe the following safety instructions:

If you follow the instructions regarding safety as described in this manual, the hardware will, in the normal case, neithercause personal injury nor damage to machinery and equipment. Connect the hardware only to matching intendedinterfaces. The use for other purposes, opening or own repair of the hardware may lead to damages of the product andits suroundings.Modifying the hardware affects the product safety. Caution: risk of injury!The hardware may warm up during operation - which is a normal operational parameter. Keep the hardware away from humidity and avoid strong vibration, dust, heat, and direct sunlight, in order to preventoperational interferenceDepending on the used operating system the detection of the hardware device may take some seconds. Beforedisconnecting the hardware the user should wait several seconds to avoid loss of data during data saving.This product is not a toy, keep away from children!.

Non-compliance with the safety instructions result in a loss of warranty.

1.2 Typographical ConventionsThis manual uses the following semantic markups, text emphases, and symbols:Format definition Information type

Ita lics Product nam es

Arial Narrow Italics Important terms, Properties

"Bold double quote" Objects you are able to select, such as, menus, buttons or drop down items

"Bold Arial Narrow" Command names

CAPITAL LETTER COURIER NEW

KEYS, E.G. SHIFT, CTRL OR ALT.

Courier New Path specifications, source code or file names

Pictogram Description

This symbol refers to important and essential instructions you should follow.

This symbol refers to additional information of general interest.

This symbol refers to an example which explains a feature.

1.3 Support by Wibu-SystemsOur customers are supported by a professional team of exceptionally qualified staff. Our direct customer contact allows usto meet customer requests as fast as possible. FAQ's on Sm artShelter PDF you find at our user support page.Enduser SupportWibu-Systems provides a free-of-charge user hotline for your end customers.Developer (Customer Support)We are available in Germany (local Baden-Wuerttemberg non-holiday) workdays (Monday through Friday) from 8 a.m. to 5p.m. per phone (+49-721-93172-14) or per e-mail ([email protected]). Wibu Systems USA support is available Mondaythrough Friday from 8 a.m. to 5 p.m. PST by phone at 800-6-GO-WIBU (425-775-6900) or by e-mail ([email protected]). InChina contact our Shanghai office per phone +86 (0) 21-55661790 or by e-mail ([email protected]).Support agreements with extended services on inquiry.Many of our distributors also provide support. Please contact your distributor to see if this service is available to you andyour customers locally.Please state your customer number which helps us to deal with your request as fast as possible.Support InformationFor best handling of your request we need the following information:

Sm artShelter PDF VersionOperating SystemsVersion of installed CodeM eter® or W ibuKey Software

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IntroductionSupport by Wibu-Systems

Used CodeM eter® or W ibuKey HardwareDetailed error description

1.4 About Wibu-SystemsAbout Wibu-SystemsWIBU-SYSTEMS AG was founded in 1989 by Oliver Winzenried and Marcellus Buchheit with a mission to provide state-of-the-art solutions for protecting and licensing software and digital media. Products from Wibu-Systems support virtually all operating systems and come in a broad variety of form factors, includingindependency and the variety of form factors, including USB, PC Card, Express Card|34, Compact Flash Card, SD Card,MicroSD-Card, and ASIC. Applications include software for desktop PCs, servers, embedded systems, mobile, smart phones,and cloud computing. Wibu-Systems is a privately-held corporation with a worldwide staff of 100, the majority in the headquarters facility inKarlsruhe, Germany. Subsidiaries are in Seattle (USA),Shanghai and Beijing (China), with sales offices as well in Belgium,Great Britain, the Netherlands, Portugal and Spain, and distributors in more than 25 countries. Corporate efforts stressachieving world-class quality in the areas of security, reliability, durability, support, and customer service.More than 6,000 independent software vendors (ISV) rely on the W ibuKey and CodeM eter® technologies to sell moreproducts by reducing piracy and increasing the flexibility of their licensing models. Products include:

Cm Dongle the hardware-based variant of the protection and licensing technology CodeM eter® is available in many formfactors for a variety of interfaces and allows for multiple ISVs to share a single Cm Dongle, easy online license transfers,and optional Flash disk in different sizes.Cm ActLicense is a completely software-based variant of the protection and licensing technology CodeM eter® thatprotects software by binding to the characteristics of an individual PC or any target system.

CodeM eter License Central creates, managers, and delivers licenses with integration into sales and ERP systemsSm artShelter creates, manages, and delivers licenses with integration into sales and ERP systemsSm artShelter SDL (Secure Data Layer) protects data files including audio, video, and databaseCodeM eter Identity, an authentication solution allows for easy and safe access to websites and hosted softwareapplications (SaaS).

Wibu-Systems is a certified ISO 9001:2008 manufacturer and is an active member of BITKOM, VDMA, SIIA, and participateswith standards organizations such as PCMCIA, USB Implementers Forum, and the SD Card Association. Additionally, Wibu-Systems is a Microsoft Gold Certified Partner, Windows Embedded Partner, and partner in developer programs of Apple,Adobe, Autodesk, Wind River, and others. Products from Wibu-Systems have received multiple industry awards includingthe SIIA CODiE Award for "Best Digital Rights Management" solution and the international iF Product Design Award. Thecompany is leading different research project with universities and other companies, in parts funded by the German BMBFand BMWi. Examples include MimoSecco with the aim of developing a flexible and secure middleware solution for thirdparty applications in the area of cloud computing and OpenID/Card which is to allow managing virtual identities by identityprovider on the basis of the new German electronic ID Card.Contact InformationGermany +49 (0) 721-93172-0 [email protected] +1.425.775.6900 [email protected] Shanghai

+86 (0) 21-55661790 [email protected]+86 (0) 10-82961560/61 [email protected]

Great Britain, UK +44 (0) 20 314 747 27 [email protected] +44 (0) 20 314 747 27 [email protected] Netherlands +31 (0) 74 75 01 495 [email protected] +33 (0) 173030491 [email protected]

Belgium +32 (0) 3 400 03 14 [email protected] +34 (0) 91 414 8768 [email protected] +34 (0) 91 414 8768 [email protected] countries +49 (0) 721-93172-0 [email protected]

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SmartShelter PDF User Guide 11.15

2 Overview - SmartShelter PDF

Wibu-Systems Document ProtectionInformation is increasingly shared using PDF documents. Sm artShelter PDF by Wibu-Systems features a documentprotection solution that prevents unauthorized redistribution of documents containing confidential information. Youencrypt a single PDF document using the secure Sm artShelter tools. Sm artShelter then uses our hardware based solutions -Cm Dongle and W ibuKey - or the software-based solution Cm ActLicense to encrypt the document. Unlike the standard PDF password-protection scheme, PDF files protected with Sm artShelter require a hardware device(Cm Dongle or W ibuKey) or a Cm ActLicense file for authentication. This means that even if the document is accidentallyreleased to the public it will be impossible to read without the appropriate hardware security device or license file.Protecting your documents with Sm artShelter can be done completely from within the Acrobat environment.When used internally, Sm artShelter PDF protects business-critical documents, e.g. from research and development, ormanagement board information. Sm artShelter PDF ensures that only authorized persons are able to open these documents.But you should also consider Sm artShelter PDF for secure marketing of digital products. For example, in the case of coursedocuments or technical documentation where access is to be granted only to specific participants or authorized commercialpartners. Or when selling digital information, e.g. as e-book, e-newspaper, or e-articles. With the appropriate programming using CodeM eter or W ibuKey you decide who has access, when, to which information,how often or how long. Because only users with a valid license entry in their Cm Dongle, W ibuBox, or Cm ActLicensecontainer are able to open and read the documents you encrypted.

Sm artShelter PDF covers two plug-in components: Sm artShelter PDF Author for the information distributor or developer(licensor) and Sm artShelter 11.15 PDF Reader for the end-user (licensee).

Sm artShelter 11 .15 PDF ReaderIn order to open and read protected PDF documents using Sm artShelter 11.15 PDF Reader, please read the sectionSm artShelter 11.15 PDF Reader see here.The following table lists the requirements for using the plug-in.Requirements

Adobe Reader CodeM eter® or W ibuKey Runtime Kit Cm Dongle / Cm ActLicense- license container or W ibuBox Sm artShelter PDF Author Adobe Reader-Plug-in

2.1 Background

Security by strong passwords and 128 bit AES EncryptionDocuments protected by passwords can be cracked by several ways. Most commonly, the password is shared or guessed.People frequently make their passwords short and easy to remember. Hackers can crack short passwords of 6-8 charactersby a "brute force" attempt, where they try every possible password. Longer, randomly-generated passwords are far moredifficult to attack, but also hard to remember. Fortunately, Sm artShelter uses long, random passwords (featuring 128-bitAES encryption) but you don't have to remember them.

Open documents only with matching license entriesSm artShelter passwords are automatically generated by the Cm Dongle, W ibuBox, or the Cm ActLicense container on the flywhen the PDF document is opened. In order to open a protected PDF document a Sm artShelter 11.15 PDF Reader plug-in isrequired. The user opens the document as usual with Adobe Reader. If a Cm Dongle, W ibuBox, or Cm ActLicense licensecontainer with a matching license entry is found, the PDF document is decrypted and displayed in Adobe Reader. When thereader has no Cm Dongle, W ibuBox, or Cm ActLicense container, a password challenge dialog opens.

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SmartShelter PDF Reader

3 SmartShelter PDF Reader

The reader needs the Sm artShelter 11.15 PDF Reader component to be able to open protected PDF documents.Sm artShelter PDF is installed as plug-in integrated into Adobe Reader.The reader opens the PDF document as usual with Adobe Reader. When a Cm Dongle, a W ibuBox or a Cm ActLicenselicense container with a matching license entry is found, the PDF document can be accessed. If no Cm Dongle, W ibuBox ora Cm ActLicense license container is available to the reader, alternatively a password challenge dialog opens.

3.1 InstallationThe following sections describe the installation of Sm artShelter 11.15 PDF Reader.

3.1.1 Requirements

Before installing Sm artShelter 11.15 PDF Reader, please note the following:Windows:

Windows XP, Vista, Windows 7 or 8 must be installed including the latest Service Pack.Adobe Reader versions 8, 9, 10 or 11 are supported; please ensure that the reader is current with any updatesissued by Adobe.

Mac:Mac OS X Version 10.6 or newer is required.Adobe Reader versions 8, 9, 10 or 11 are required including the latest updates.

The latest Runtime Kit of CodeM eter® or W ibuKey should be installed. The latest version you find in the user areas of ourwebsite at www.wibu.com/en/downloads-user-software.html.A matching CodeM eter® Cm Container or a W ibuBox should be connected to the PC or accessible on a network.

3.1.2 Installation on Windows

In order to installSm artShelter 11.15 PDF Reader, please proceed as follows:

1. Close Adobe Reader if open.

2. Start the installation program by double-clicking the SmashPDFRdr.exe file in the Windows Explorer.

3. Follow installation wizard instructions.

4. Check for the proper installation of the Sm artShelter PDF plug-in by opening the "Help | About Third-Party Plug-Ins |SmartShelter PDF" menu item.

3.1.2.1 Trouble Shooting

Two common issues with the installation are explained below. If you cannot install the plug-in, please check both thesecommon problems. If you still cannot install the plug-in, contact Wibu-Systems technical support.While update installing to Version 11.11 on Windows XP eventually before a reboot a hort error message displays which ishowever uncritical.

3.1.2.11 Certified Plug-Ins

If the Adobe Reader "Help | About Third-Party Plug-Ins | SmartShelter PDF" menu item does not display, please check to see ifyour installation of Adobe Reader loads 'certified' plug-ins only. Check this using the "Edit | Preference | Startup" menu item.In the section "Startup" deactivate the option "Use only certified plug-ins". Then restart Adobe Reader.

3.1.2.12 Duplicate Installation

If, on starting Adobe Reader you see the error message: "There was an error while loading the plug-in'SmashPDFRdr.api'. Two plug-ins attempting to register with the same name." displays, you mayhave started two instances of the Sm artShelter PDF installation program. In this case please close Adobe Acrobat , anduninstall one of the Sm artShelter PDF instances using the "Start | Settings | System Control | Software" navigation. Then restartAdobe Reader.

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SmartShelter PDF User Guide 11.15

3.1.3 Installation on Mac OS X

Installing Sm artShelter 11.15 PDF Reader Plug-In on Mac OS X coversCopying the directorySmashPdfRdr.acroplugin into the Acrobat program directory "Plug-Ins".

3.1.3.1 Copy Installation

In order to install Sm artShelter 11.15 PDF Reader plug-in on the Mac, please proceed as follows:1. Close Adobe Reader if open.

Double-click the SmashPdfRdr_<Version>.dmg disk image. The drive SmashPdf will be installed. It contains the Sm artShelter 11.15 PDF Reader plug-in and the relateddocumentation.

Figure 2: Drive SmashPdfRdr

2. Click on the docked Adobe Reader icon and open the context menu. Use the "Show in Finder" menu item to locate the Adobe Reader installation location.If no Adobe Reader icon is displayed in the dock, please navigate to the Adobe Reader root directory.

Figure 3: Context menu "Show in Finder"

3. Now the Adobe Reader application should be displayed in the Finder. Select the Adobe Reader application and open the context menu. select the "Show Package Contents" menu item.

Figure 4: Context menu "Show Package Contents"

The directory opens.4. Find the directory "Plug-Ins".

Copy the directory SmashPdfRdr.acroplugin to the application sub-directory "Plug-Ins".

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SmartShelter PDF ReaderInstallation

Figure 5: Transfer to application sub-directory "Plug-Ins"

Here you are also able to remove the Sm artShelter 11.15 PDF Reader plug-in.

5. Start Adobe Reader and check for an existing new "Adobe Reader | About Third-Party Plug-Ins | SmartShelter PDF" menuitem:

Figure 6: Adobe Reader - Program Menu

6. Now you are able to use Sm artShelter 11.15 PDF Reader.

3.1.4 Information Dialog

The Sm artShelter 11.15 PDF Reader information dialog displays current installation information. This information helps thesupport team of Wibu-Systems to assist you in solving any future troubles when using Sm artShelter 11.15 PDF Reader.In order to display this dialog, open the "Help | About Third Party Plug-Ins | SmartShelter PDF" menu item.

7: Sm artShelter 11.15 PDF Reader - Information Dialog

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SmartShelter PDF User Guide 11.15

3.2 Open a protected documentIn order to open a PDF document protected with Sm artShelter PDF, please proceed as follows:1. Double click the Sm artShelter PDF protected document.

Alternatively, you may also use the Adobe Reader "File Open" menu item.

If a Cm Dongle or W ibuBox with a matching entry is not connected to the PC, or you do not have a matchingCm ActLicense license container, the following message displays:

Figure 8: Sm artShelter PDF - Open a Document without Permission

Subsequently you are prompted to type in the password for opening the document. In order to open the documentcontact the author of the document, and ask for an appropriate programmed W ibuBox/Cm Dongle/Cm ActLicensecontainer, or the password for this document.

Sm artShelter PDF protected documents can also be opened using a browser, if the Adobe Reader-Plugin is installed.

If you use Internet Explorer and Adobe Reader Version 10 and higher, please note that the document does notopen.This due to enhanced security which provides a way to specify locations for trusted content. These privilegedlocations can be single files, folders, or host domains (root URLs). Content that resides in a privileged location istrusted. For example, enhanced security normally blocks PDFs from loading data from unknown websites. If you addthe data’s origin (its host domain) to your list of privileged locations, Acrobat and Reader allow loading the data. Fordetails, see the Enhanced Security document at www.adobe.com/go/learn_acr_appsecurity_en.Please proceed as follows:

Select "Edit > Preferences" (Windows) or Acrobat/Adobe Reader > "Preferences" (Mac OS).From the Categories on the left, select "Security (Enhanced)".Select the "Enable Enhanced Security" option.Specify a list of locations in the "Privileged Locations" section, and then click "OK".

To allow data to load from a website, enter the name of the root URL. To trust files from secure connections only,select Secure Connections Only (https:).

3.3 Trouble Shooting

If an encrypted PDF document is opened by a hyperlink using a web browser, the Adobe Reader password dialogdisplays, even when a matching Cm Dongle or W ibuBox is connected to the PC, or a matching Cm ActLicensecontainer exists.This is a known behaviour of Acrobat Reader and cannot be altered. For a work-around, first save the PDF file toyour hard drive, and then open it using the Windows Explorer or Finder.

If you should you open a protected document which has been generated with a version of Sm artShelter PDF newer thanthe one installed on your PC, the following error message displays:

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SmartShelter PDF ReaderTrouble Shooting

Figure 9: Sm artShelter PDF - Message Information of outdated Version

You can always get the latest version of Sm artShelter 11.15 PDF Reader on our download page at (www.wibu.com/en/downloads-user-software.html).If you open a protected PDF document, and do not have the CodeM eter or W ibuKey Runtime Kit installed, the followingerror message displays:

Figure 10: Sm artShelter PDF - The CodeM eter Runtime is missing message

In order to access a Cm Dongle, W ibuBox, or a Cm ActLicense container the appropriate version of the CodeM eter orW ibuKey Runtime Kit for your operating system must be installed. The latest version of the CodeM eter/W ibuKey RuntimeKit is available free of charge on from our download page of at (www.wibu.com/en/downloads-user-software.html).Please download the Runtime Kit, install it, and restart Adobe Reader.

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SmartShelter PDF User Guide 11.15

4 Glossary

Term Description

Cm ActLicense Completely software-based variant of the protection and licensing technology CodeM eter®. Licenses arebound to an individual computer.

Cm Container Summarizing notion for describing the license carriers of both CodeM eter® variants. Cm Dongle in the caseof the hardware-based licensing system and Cm ActLicense in the case of the software-based licensingsystem.

Cm Dongle Hardware-based variant of the protection and licensing technology CodeM eter®. Available in many formfactors for a variety of interfaces.

CodeM eter® Wibu-Systems' technology for protecting and licensing of software and digital content.

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Version

5 Version

SmartShelter 11.15 PDF Reader Version 11.15, 18.05.2015.Copyright © 2007-2015 by WIBU-SYSTEMS AG, Karlsruhe / GermanyAll rights reserved.Wibu-Systems contact information:Address: WIBU-SYSTEMS AG

Rueppurrer Strasse 52-54 D-76137 Karlsruhe, Germany

Phone: +49 (0)-721-93172-0Internet: http://www.wibu.de E-mail: [email protected]

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SmartShelter PDF User Guide 11.15

14

Index- C -

CmActLicense 6CmDongle 6CodeMeter 6

- O -Overview 6

- S -SmartShelter PDF Reader

Copy Installation Mac OS X 8Information Dialog 9Installation 7Installation Mac OS X 8Installation Windows 7Open document 10Requirements 7Trouble Shooting 10

Support Wibu-Systems 4

- W -WibuKey 6