Training Course Outlines and Descriptions

Fundamentals of Adobe® LiveCycle™ Policy Server 7.02 (1 day)

(Prices and course length may vary. Check with your local training center for this information.)


Ensuring document confidentiality and security has moved higher on corporate executives' priority lists in recent years.

When organizations distribute electronic documents, they typically protect them with secure communications protocols, such as SSL. But once the document reaches its destination, it is no longer protected and can be accessed, changed, and distributed inappropriately by unauthorized users.

Organizations need solutions that allow them to incorporate electronic forms and documents into existing processes. Additionally, they need to extend these processes outside their firewalls while meeting corporate and government regulations for protecting the security and privacy of electronic information sharing. Implementing a system that ensures persistent digital protection of a document, regardless of its physical location, provides confidentiality and information security after you distribute it.


This is a Fundamentals-level course and intended for:

  • Document users and owners concerned with persistent protection of document

After completing this course, students will be able to:

  • list potential consequences of distributing unprotected documents
  • list document protection features of Policy Server and describe how to implement document protection
  • apply an existing policy to a PDF document
  • create new policies
  • determine the permissions granted to various users who access the policy-protected documents
  • list the difference between organizational policies vs. user policies and when to use them
  • revoke a document

Module Overview

Module 1: Introducing Policy Server

We level-set and define the terms used in the course. Then we give a brief demonstration and exposure to the interfaces.

You interact with Policy Server in the following four ways:

  • Policy Server web pages. These are used for creating and managing policies and for auditing document and events.
  • Adobe Acrobat 7.x. Acrobat is used to apply existing policies, create user policies, and transmit document events to Policy Server for storage in the database server.
  • Adobe Reader 7.x. Adobe Reader is used to view policy-protected documents.
  • LiveCycle Policy Server APIs. LiveCycle Policy Server includes an SDK the enables developers to create or customize applications that can configure the LiveCycle Policy Server, create policies, and manage policies programmatically.

    Note: Use of the API requires a programming background. The API and its’ usage is covered in detail in a companion course Extending Adobe® LiveCycle™ Document Security with API.

This module then walks through the user experience from a document recipient perspective.

Module 2: Examining Policy Server Administration

For the purpose of this course, the Policy Server user roles are reorganized into four functional roles based on the daily tasks that individuals perform in various jobs. Three of these roles perform some level of administration.

  • System administrator. The system administrator installs Policy Server and configures all properties and settings you to need to use Policy Server. This is covered in great detail in Module 3.
  • Policy Server administrator. The Policy Server administrator configures all properties and settings that affect users’ interaction with Policy Server. The Policy Server administrator typically performs all tasks that the system administrator does not perform.
  • Policy Server user. The Policy Server user creates policies, distributes policy-protected documents, audits and tracks events related to policies and documents. Policy Server users also receive policy-protected documents. The Policy Server user can be either an internal document user, or an external document user.

Module 3: Installing and Configuring Policy Server

This module dives deeply into the installation and configuration of the software. We use Windows Server 2003 and Microsoft Active Directory in this module.