Changes described in this article are necessary to start using the following features of Policy-based Encryption:

Set up PDF Encryption Policy

Changes in Settings

In EMG Portal navigate to Profile Settings >  Update Profile > Settings tab

Mandatory:

  1. Enable PDF encryption

Additionally recommended:

  1. Encryption mode set to Full-Message Encryption
  2. Check the check box Enable native encryption for PDF
  3. Select Encrypt other files as PDF
  4. Select Secure PDF Email Reply

    Changes in settings

Changes to policies and keywords

  • Add shared keywords list under Policies > Keywords & Dictionaries:
     
    List nameEncrypt PDF
    List Description: To use PDF encryption
    Include Partial Matches: checked
    Keyword List
    SecurePDF:
    EncryptPDF:

    Encrypt PDF
  • Add a policy to the bottom of policies list (if there is a list) under Policies > Email Policies:

    policies
    Policy name
    PDF Encryption Manual Trigger
    Description: from __default__ profile
    Status: Enabled
    Match Conditions
    ANY Enable If Subject Contains Any From Keywords&Dictionaries List Encrypt PDF More than 0 times

    Additionally
    Mail Action:

    Encrypt > Custom
    Encryption Mode > Full-Message Encryption (Body + Attachments)
    PDF Encryption > Preferred Delivery Method
    Enable Native encryption for PDF
    Encrypt other files as PDF

    ManTrigger
    ManTrigger2

Set up Encryption Policy to work with Outlook Add-In

Changes to policies and keywords:

  • Add shared keywords list under Policies > Keywords & Dictionaries:

    List nameGateway Plugin Header
    List Description: Header matched to trigger encryption when outlook plugin is used
    Include Partial Matches: checked
    Keyword List:
    x-echoworx-encrypt: yes

    Gateway Keyword
  • Add a policy to the bottom of the policies list (if there is a list) under Policies > Email Policies:

    policies
    Policy name
    Outlook AddIn Encryption Trigger
    Description: from __default__ profile
    Status: Enabled
    Match Conditions: 
    ANY Enable If Headers Contains Any From Keywords&Dictionaries List Gateway Plugin Header More than 0 times

    Mail Action

    Encrypt: Use Profile

    AddIn

    AddIn2

Changes to templates

  • Common (all methods) / Templates

    From Pattern:

    {personal}

    Bounce Pattern:

    The message below could not be delivered. Please contact your administrator for assistance and provide the following message details.

    {messageInfo}

  • Common (all methods) / Sender-Facing Notification Templates

      1. Message Encrypted:

      1. Message Encrypted - Pending :

      1. Message Failed:

      1. Message Bounce:

  • PDF Encryption / Templates

    PDF Header Image:

    *** NOTE IMAGE SPECIFIED HERE, NOT IN EACH LOCALE ***

    (Full Message Encryption)

    Secure PDF Email:

    (Attachment Encryption)


    PDF Password Hints Text:

    <p>The PDF password was set by {sender} with the following hint: <strong>{psk_hint}</strong></p>

    PDF Password Recovery Text:

    <p>To recover or change your Secure PDF password, visit the <strong><a href="{emx_url}/recoverPsk.html?pskId={psk_id}&enterprise={branding_enterprise}">PDF Password Recovery page</a></strong>

    </p>

    Attachment Encryption Email Header:

    Attachment Encryption Email Footer:

  • PDF Encryption / Sender-Facing Notification Templates

    (Full Message Encryption)

    Message Encrypted:

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;">PDF recipients:</td><td style="padding:5px 5px 5px 0px; font-size: 12px;">{receiver}</td></tr>

    (Attachment Encryption)

    Message Encrypted:

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;">Attachment recipients:</td><td style="padding:5px 5px 5px 0px; font-size: 12px;">{receiver}</td></tr>

  • Web Portal Encryption / Sender-Facing Notification Templates

    Message Encrypted:

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;">Web recipients:</td><td style="padding:5px 5px 5px 0px; font-size: 12px;"> {receiver}.

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;"></td><td style="padding:5px 5px 5px 0px; font-size: 12px;">To view the message status or recall the web portal message, <a href="{emx_url}/messageStatus.html?msgCode={3}&fromEmail={sender_url_encoded}">click here.</td></tr>