DOCUMENT CLASSIFICATION TOOLBAR
Electronic document classification is disclosed. A toolbar adds the ability to classify documents based on specific properties such as security classification, information type, document type, document retention, document caveats, and the like associated. The toolbar through dropdown selections allows users to select the appropriate classification and properties based upon the content of the document and have appropriate classifiers added to the document. Document classification properties are generated that are associated with the document in the document properties and by inserting visual markings that allow users to quickly identify the security, sensitivity, intended distribution or retention. By utilizing the classification toolbar a user can classify an document by one or more classification levels and be ensured that the classification will be visible to any person viewing the document.
This application claims priority from U.S. provisional application No. 60/863,067 filed Oct. 26, 2006 which is hereby incorporated by reference.
TECHNICAL FIELDThe present disclosure relates to computer systems and software, and in particular to electronic document management and security using a document classification toolbar.
BACKGROUNDElectronic documents commonly used in the corporate and government environments are generated being word processing applications, spreadsheets, slide presentations, the most common being Microsoft Office™ application suite. With today's pervasive networking systems such as local area networks (LANs), wide area networks (WANs) and the Internet, and software tools such as e-mail, it is very easy for individuals to move these documents around to different computers, computer systems and other individuals without little or no thought as to the sensitivity of the content contained therein. As a matter of security in the electronic workplace there is therefore a need to classify, manage and control the creation and flow of documents, e-mail correspondence and the like.
Some document management solutions allow the user to associate classifications to a document when a document is added to a document management repository governed by document management systems. These classification properties are stored in the document library database and are not actually attached to the document itself and are dependent on the document management system for identification and enforcement.
When a document is removed from the document management repository and sent to or shared with someone, it loses the associated properties because the properties are not part of the document. The classification may not also be visible on any printed copies of the document itself. As a result, the person receiving the document has no easy way to identify the classification of the document, and they therefore do not know what limitations should be placed on the handling and distribution of the document. In addition, compliance systems verifying the handling or distribution of the document have no way to decide what to do with the document as there are no properties attached to the document and potential contained in the document itself.
There is therefore a need for an improved classification and management system for electronic documents.
SUMMARYIn an aspect there is provided a method for document classification in a document creation application comprising the steps: providing a classification toolbar within a document in the document creation application, the classification toolbar providing at least a first classification selection input; populating classification selections in the classification toolbar based upon pre-defined classification criteria; receiving a classification selection input, selected by a user, from the classification selections populated in the toolbar; determining if classification input is valid based upon administrator defined classification policy; applying visual cues to the document to identify that the document has been classified; and assigning XML classification properties to the document metadata based upon the classification selections when the classification input is valid.
In accordance with another aspect there is provided a method for document classification in a document creation application comprising the steps: providing a classification toolbar within the document, the classification toolbar providing at least a first classification selection input; populating classification selections in the classification toolbar based upon pre-defined classification criteria; receiving identification of a selected text portion of the document from a user; receiving a portion classification selection input, selected by the user, from the classification selections populated in the toolbar; determining if portion classification input is valid based upon administrator defined classification policy; applying visual cues to the document to identify a portion of the document has been classified; applying visual markers identifying the selected classification at the beginning and end of the portion that has been classified; and applying XML properties within the document representing the classification of the portions.
In accordance with yet another aspect there is provided a computer readable medium containing instructions for providing document classification in a document creation application, the instructions which when executed by a processor perform the steps of: providing a classification toolbar within a document in the document creation application, the classification toolbar providing at least a first classification selection input; populating classification selections in the classification toolbar based upon pre-defined classification criteria; receiving a classification selection input, selected by a user, from the classification selections populated in the toolbar; determining if classification input is valid based upon administrator defined classification policy; applying visual cues to the document to identify that the document has been classified; and assigning XML classification properties to the document metadata based upon the classification selections when the classification input is valid.
In accordance with still yet another aspect there is provided a computer readable medium containing instructions for providing document classification in a document creation application, the instruction which when executed by a processor perform the steps of: providing a classification toolbar within the document, the classification toolbar providing at least a first classification selection input; populating classification selections in the classification toolbar based upon pre-defined classification criteria; receiving identification of a selected text portion of the document from a user; receiving a portion classification selection input, selected by the user, from the classification selections populated in the toolbar; determining if portion classification input is valid based upon administrator defined classification policy; applying visual cues to the document to identify a portion of the document has been classified; applying visual markers identifying the selected classification at the beginning and end of the portion that has been classified; and applying XML properties within the document representing the classification of the portions.
Other aspects and features will become apparent to those ordinarily skilled in the art upon review of the following description of specific embodiment of the invention in conjunction with the accompanying figures.
Further features and advantages will become apparent from the following detailed description, taken in combination with the appended drawings, in which:
It will be noted that throughout the appended drawings, like features are identified by like reference numerals.
DETAILED DESCRIPTIONEmbodiments are described below, by way of example only, with reference to
Due to compliance legislation such as the Sarbanes-Oxley Act in the United States (or more precisely, the Public Company Accounting Reform and Investor Protection Act of 2002), policies such as the Health Insurance Portability and Accountability Act (HIPAA), or other legal or corporate guidelines there is a need for greater security of information. Companies need to be able to determine the classification of documents so that their employees will handle information correctly in terms of privacy, security, distribution and retention. The best way to do this is to generate recognizable classification properties and visual markers in the documents when they are being created so that everyone will know the level of sensitivity of the documents and how to handle them.
By creating classification criteria metadata properties inserted in a document travel with the document and also allow automatic processes to check the handling of the document. For example, a messaging gateway or content scanner can verify the classification of documents being sent out of the company via e-mail for any violations of policy. In addition classification criteria can allow the automatic insertion of to visual cues to identify the associated classification in a standard manner. Heretofore, this cannot be done with productivity suites such as Microsoft™ Office software, Adobe™ Acrobat, OpenOffice™, Corel™ WordPerfect™ Office and Microsoft Visio™. Most document creation applications allow users to add optional properties to the document such as Title, Author, Subject, but cannot force the user to enter any properties before a document is saved or enforce classification standards. The document classification system described herein can force the user to select classification properties to be associated with the document, or portions therein, in addition to providing visual cues inserted within the document in standard format to ensure classification properties are appropriately identified and transmitted. Automatic insertion of visual markings in document including headers and footers in addition to advanced formatting capabilities which allow the user to apply the classification markings to specific areas of the header and footer (left justified, center, right justified etc.) to provide a consistent level of visibility not previously available. Custom properties that are associated with the document travel with the document and reflect the classification of the document can be integrated with rights management systems to limit access and distribution of document based upon the associated classification.
Event driven logic is utilized to force user to classify a documents before saving, sending or printing as described in more detail below. In addition to providing overall document classification, portions of the document can be classified at a different level than the document classification with unique classification markings associated to clearly identify the selected portion. All SAVE, PRINT and SEND events are interpreted within the document productivity software and ensure that classification selections have been made before these actions. Prevention or warning can be displayed when the user attempts to downgrade a classification of a document. In the downgrade prevent mode, if the user tries to downgrade the classification, for example from SECRET to UNCLASSIFIED, they can be prevented based upon the existing properties associated with it. Alternatively the document can be automatically classified based on the users profile. For example, all users in the finance department could be configured to automatically apply a classification of FINANCIAL INFO to all their documents. Visual markings within the document such as header, footer or watermarks can be automatically inserted based upon the selected classification.
Context sensitive classification selections which change based on user selection can also be provided by the toolbar. For example, if the user selects CONFIDENTIAL as a classification they can then be prompted to indicate which department generated the confidential information and how long the information should be retained as a corporate record.
Classification selection enables the automatic creation of properties that will travel with the document and may be enforced by document classification software either residing on the computer 108, 110, or 112, or by a central server 104. Trusted label support provides verification that classification of the document has not been modified (tampered with) which can be done by calculating a hash of the document properties on saving and recalculating the hash on re-opening of the document by the software operating on the client. In addition, the classification policy allows users to search a network or PC for documents with specific classifications. Automatic logging may be provided for all classification actions by the user can be provided which can be used to audit user compliance. For example all classification warnings, classification errors, or all classification events (who classified, when classification properties were assigned, name of document etc) can be logged and reviewed by an administrator. Digital rights management policies such as Windows No Print or No Change can also be applied and controlled.
The collection of classification properties can be context sensitive and the selections are configurable. For example, if the user selects Confidential as the security classification, they could then be prompted for a retention property or a distribution property. On the other hand, if the user selects Unclassified as the document type, there would be no need to collect any other classification properties. As an example, the classification collection logic could be implemented as follows:
This example can be extended to many levels of classification allowing the organizations to collect many classification properties for each document. The toolbar is built dynamically based on the user selections. As an example of a possible configuration, if the user selected a sensitivity of PERSONAL, no other selections are necessary. If the user selects a sensitivity of COMPANY CONFIDENTIAL the toolbar is dynamically configured to further prompt the user for the allowed distribution of the document (e.g. LEGAL DEPT ONLY). In this way the toolbar can expand as the user is entering the classification information. Only subsequent classification criteria associated with the first selection is dynamically presented in the toolbar as will be discussed in connection with
It should be understood that although on two classification criteria are shown each in
Context sensitive text such as disclaimers can be added within the document body or within the header of footer portions. These disclaimers can be intelligently added to be tailored to the classification of the document and the associated content. For example, if UNCLASSIFIED was the selected classification the following text could be appended “This document is the property of XXX Corp. If you are not the intended recipient of the document please notify the originator”, whereas a different posffix such as “This document has been marked as Confidential to XXX Corp. Unauthorized reproduction or transmission of the document is prohibited” if the classification selected was CONFIDENTIAL. Visual cues such as font characteristics can also be used in the added text for instance color, special fonts, font size, or formatting (table etc) can all be applied to text.
Portions of the document content may also be classified independently of the overall document, however when a portion classification is selected which is higher then the document selection, the document properties may be upgraded to match the selection, such as for example a security or sensitivity related criteria. In document 520, paragraph 526 is selected by the user for individual classification. By making selections using toolbar 502, visual cues 528 and 530 can be added within the document to clearly identify the associate classification criteria. In this example a classification of SECRET has been selected and a caveat RelToUSA_CAN which is not the same as the current selected document caveat ReIToNATO. The classification markings for portions are represented within the document as Extensible Markup Language (XML) properties of the document as shown in
High level functions are available to the user when composing a document through operation of the toolbar. These functions are also available if the user wants to apply classification information to an opened document that currently has no classification properties, or an opened document that already has assigned classifications. Classification selection can be forced on Save, Exit or Print from a pop-up dialog rather than presenting a classification toolbar. In addition a downgrade warning for preventing downgrades when Saving or Printing can also be provided. Although a word processing document is shown should be understood that the application of the classification criteria is equally applicable to any form of document, including but not limited to Microsoft Word™, Excel™ and PowerPoint™ formats. Any document creation product can be utilized which do not currently allow classification of documents.
The classification toolbar can also provide built-in integration for users of the Microsoft Windows Rights Management Services (RMS) platform. Administrators can define associated RMS permissions such as Read, Full Control, Printing, Copy and Paste, and document expiration based on the classification label chosen. The RMS permissions or templates are defined within the Microsoft RMS Administration tool. Once these RMS permissions are defined they can be associated with classification criteria. This is done via Windows registry settings that indicate to the document classification toolbar if RMS protection should be automatically assigned based on a classification selection by the user. If RMS protection is to be applied, then another Windows registry would be used to indicate what protection should be assigned for each classification. As an example, a presentation assigned an HR ONLY label could be automatically assigned RMS permissions that would not allow anyone outside the HR department to view the presentation. The Document Classification Administration tool sets the correct Windows Registry settings based on the configuration selected by the administrator. These settings can then be applied to user desktops using scripts or Microsoft Group Policy.
Administrator defined settings are captured in the configuration file which is the central source of configuration information. The configuration file may be local on the computer 108, 110 and 112 or be provided by the document server 104. This enables customization of the list of labels for classification; ability for administrator to configure warnings or prevent users from downgrading classifications; ability for administrator configuration to apply different customized headers, footers and watermarks depending on the classification selected; administrator can define default labels; define if/when the label(s) will appear in the document title or file name; define the formatting and color of any visual marking text within the document such as the header or footer portions; define if/when the label(s) will appear including the ability to display abbreviations of the classifications; force the user to make an explicit selection of a label before saving; and sort and search a PC's or network's document database based on the document's classification.
The following logic describes some example modules in the software and the methods associated with those modules. It also describes the events associated with each module. The COfficeDocument module contains the following methods:
i. AddHeaderFooter
ii. BuildPropertyString
iii. CalcDropdownWidths
iv. CheckDowngrade
v. Cleanup
vi. CreateCommandBar
vii. CreateHash
viii. EnableCommandBar
ix. EnableSecondLevel
x. ExtractFromSig nature
xi. GetClassificationList
xii. GetDropdownSelections
xiii. GetProperty
xiv. GetSignatureShape
xv. HasClassifications
xvi. HashProperties
xvii. HasSignature
xviii. HasValidProperties
xix. HasValidPropertiesHashed
xx. Initialize
xxi. InsertFieldCode
xxii. InsertSignature
xxiii. InsertTitusTemplate
xxiv. Invoke
xxv. ProcessCommand
xxvi. ReadBuiltlnProperty
xxvii. ReadSignature
xxviii. SelectClassifications
xxix. SetDropdownSelections
xxx. SetHeader
xxxi. SetRMSPermission
xxxii. SetWatermark
xxxiii. UpdateClassifications
xxxiv. UpdateHeaderFooter
xxxv. ValidClassifications
xxxvi. WriteClassifications
The CClassificationList module contains the following methods:
xxxvii. Read ClassificationsFromDocument
xxxviii. WriteClassificationsToDocument
xxxix. WritePlaceholdersToDocument
The CWordApplicationEventhandler module contains the following methods:
xl. AddOfficeDocument
xli. Cleanup
xlii. CleanupStrayDocuments
xliii. CreateHelpAbout
xliv. FindOfficeDocument
xlv. Initialize
xlvi. Invoke
xlvii. ProcessCommand
The following provide more detail on the actual methods:
i. bool COfficeDocument::AddHeaderFooter(Word::RangePtr pRange, bool fInsert)
Summary: Adds text to a header/footer
Parameter pRange: Range to add too
Parameter fInsert: Can we insert into the document
Returns: Success of adding text
Determine if any of the fields in the range match the value for the first property or match the value for the second property
For all fields in range
-
- If the value for the first property was not found and we can insert
- Call InsertFieldCode
- If the value for the second property was not found and we can insert
- Call InsertFieldCode
- If the value for the first property was not found and we can insert
ii. std::string
COfficeDocument::BuildPropertyString(Word::_DocumentPtr pDocument)
Summary: Combine statistics from document and classifications into one string
Parameter pDocument: Document to get properties from
Returns: String containing the properties
iii. void COfficeDocument::CalcDropdownWidths( )
Summary: Calculate the width for each dropdown
iv. bool COfficeDocument::CheckDowngrade( )
Summary: Determines if the classification level is okay in terms of downgrade
Returns: True if the save is allowed
If classification downgrade has occurred
-
- Show warn or prevent message to user
- If downgrading document is okay
- Prevent future warnings from displaying
- Return true
- Else
- Return false
v. void COfficeDocument::Cleanup( )
Summary: Cleanup the commandbar
vi. void COfficeDocument::CreateCommandBar(bool fTampered)
Summary: Set up our custom toolbar
Parameter fTampered: Has the document been tampered with
Calls GetClassificationList
Adds a new toolbar
Adds the dropdowns to our toolbar
Calls EnableCommandBar
Calls GetDropdownSelections
Calls WriteClassifications
vii. bool COfficeDocument::CreateHash(std::string strData, std::string& strHashedData)
Summary: Creates a hash of the data
Parameter strData: Data to hash
Parameter strHashedData: Hash of data
Returns: Hash creation success
Use the Crypt API to create a hash of the data
viii. bool COfficeDocument::EnableCommandBar(bool fEnable)
Summary: Enable or disable our command bar
Parameter fEnable: Enable CommandBar
Returns: True if CommmandBar enabled
Calls SetDropdownSelections
Enables or Disables CommandBar
Calls EnableSecondLevel
ix. void COfficeDocument::EnableSecondLevel(bool bFirstEnabled)
Summary: Enables second Level Dropdown
Parameter bFirstEnabled: Enabled second level
x. std::string COfficeDocument::ExtractFromSignature(std::string strSignature, std::string strName)
Summary: Extracts a value of a name-value pair from the signature
Parameter strSignature: Signature to extract from
Parameter strName: Name of name-value pair to extract
Returns: Value of name-value pair to extract
xi. CClassificationList* COfficeDocument::GetClassificationList(bool fTampered)
Summary: Returns the classification list
Parameter fTampered: Has the document been tampered with
Returns: Classification list
If we have previously set the classification list
-
- return that classification list
Else
-
- Create new classification list
- If document has not been tampered with
- Call ReadClassificationsFromDocument
- return the new classification list
xii. bool COfficeDocument::GetDropdownSelections( )
Summary: Retrieve the dropdown selections from the toolbar
Returns: If dropdown selection has changes since we last checked
Calls GetClassificationList
Get the selection for each dropdown
xiii. STDMETHODIMP COfficeDocument::GetProperty(LPDISPATCH pDisp, LPOLESTR pszName, VARIANT* pvResult)
Summary: Retrieve a named property from the document
Parameter pDisp: Object to get property from
Parameter pszName: Name of property
Parameter pvResult: Value of property
Returns: Success
xiv. Word::ShapePtr COfficeDocument::GetSignatureShape (Word::_DocumentPtr pDocument, bool fCreateNew)
Summary: Returns the signature shape that matches our signature name from the document
Parameter pDocument: Document to get signature shape from
Parameter fCreateNew: Create a new shape if requested
Returns: The signature shape
Match all shape names against our signature name
If a match is found
-
- return the match
Else
-
- If we can create a new shape
- Add a label to the document with the signature name
- If we can create a new shape
xv. bool COfficeDocument:: HasClassifications(Word::_DocumentPtr pDocument)
Summary: Determines if the document has classifications
Parameter pDocument: Document to check
Returns: True if the document has classifications
Calls ReadClassificationsFromDocument
xvi. boo; COfficeDocument::HashProperties(Word::_DocumentPtr pDocument)
Summary: Creates a signature of the document properties
Parameter pDocument: Document to get properties from
Returns: Success of creating hash
Calls Build PropertyString
Calls CreateHash
Calls InsertSignature
xvii. bool COfficeDocument::HasSignature(Word::_DocumentPtr pDocument)
Summary: Determines if the document has a signature
Parameter pDocument: Document to check
Returns: True is document has a signature
Calls GetSignatureShape
xviii. boot COfficeDocument:: HasValidProperties(Word::_DocumentPtr pDocument)
Summary: Determine if the document has valid properties
Parameter pDocument: Document to check
Returns: True if valid Properties
Return False if we can't find all of our document properties
xix. boot COfficeDocument::HasValidPropertiesHashed (Word::_DocumentPtr pDocument)
Summary: Determines if the hash in the signature matches the current document
Parameter pDocument: Document to check
Returns: True if signature matches properties of document
Calls ReadSignature on document
Calls ExtractFromSignature on the signature
Calls BuildPropertyString on document
Calls CreateHash
Compares hash from document and hash just created
xx. void COfficeDocument::Initialize(LPDISPATCH /*IpDispatch*/)
Summary: Get the handle to the window for the document
Parameter IpDispatch: unused
xxi. bool COfficeDocument::InsertFieldCode(Word::FieldPtr pField, LPCSTR szName)
Summary: Insert a new field code using the given property name
Parameter pField: Field to insert into
Parameter szName: Name of document property
Returns: Success of insertion
xxii. void COfficeDocument::InsertSignature(Word::_DocumentPtr pDocument, std::string strValue)
Summary: Inserts the text into the signature shape
Parameter pDocument: Document to insert signature into
Parameter strValue: Value to put in signature
Calls GetSignatureShape
Sets the text of the signature shape
xxiii. bool COfficeDocument::InsertTitusTemplate( )
Summary: Insert a Word template into the document
Returns: True if template inserted
Open a named word template file (.dot)
Copy the contents of the template document into the current document
xxiv. STDMETHODIMP COfficeDocument::Invoke(DISPID dispIdMember, REFIID riid, LCID Icid, WORD wFlags, DISPPARAMS* pDispParams, VARIANT* pVarResult, EXCEPINFO* pExcepInfo, UINT* puArgErr)
Summary: Event handler for COfficeDocument
Parameter dispIdMember: Event type
Parameter riid: Interface type
Parameter Icid: unused
Parameter wFlags: unused
Parameter pDispParams: unused
Parameter pVarResult: unused
Parameter pExcepInfo: unused
Parameter puArgErr: unused
Returns: Success
New Event:
-
- Set Active to true
- Set Active Window to current document
Open Event:
-
- Set Active to true
- Set Active Window to current document
Close Event:
-
- Set Active to false
- Unset Active Window to current document
xxv. HRESULT COfficeDocument::ProcessCommand(int nControlID, int nCommand, bool fMakeDirty)
Summary: Process commands sent from the toolbar
Parameter nControlID: What control is sending the command
Parameter nCommand: unused
Parameter fMakeDirty: unused
Returns: Success
If Control is first level dropdown
-
- Calls GetDropdownSelections
- Calls EnableSecondLevel
- Calls WriteClassifications
Else If Control is second level dropdown
-
- Calls GetDropdownSelections
- Calls WriteClassifications
Else if Control is third level button
-
- Calls SelectClassifications
- Calls WriteClassifications
xxvi. std::string COfficeDocument::ReadBuiltInProperty(Word::_DocumentPtr pDocument, std::string strPropertyName)
Summary: Return a string for the named built in property
Parameter pDocument: Document to read from
Parameter strPropertyName: Name of property to read
Returns: Value of property
xxvii. std::string COfficeDocument::ReadSignature(Word::_DocumentPtr pDocument)
Summary: Gets the text from the signature shape
Parameter pDocument: Document to read from
Returns: Text of signature
Calls GetSignatureShape\
xxviii. bool COfficeDocument::SelectClassifications( )
Summary: Shows Select Classification Dialog
Returns: Classifications set from dialog
Calls GetClassificationList
Shows Select Classifications Dialog <<Screenshot of dialog>>
xxix. void COfficeDocument::SetDropdownSelections( )
Summary: Set the selections on each dropdown
Calls GetClassificationList
Set the selection for each dropdown
xxx. void COfficeDocument::SetHeader(bool fInsert)
Summary: Updates or inserts text in all headers and footers
Parameter fInsert: Are we allowed to insert text into the header if it doesn't exist already
For all sections of the document
Calls UpdateHeaderFooter on the PrimaryHeaderRange
-
- Calls UpdateHeaderFooter on the FirstPageHeaderRange
Calls UpdateHeaderFooter on the EvenPageHeaderRange
-
- Calls UpdateHeaderFooter on the PrimaryFooterRange
- Calls UpdateHeaderFooter on the FirstPageFooterRange
- Calls UpdateHeaderFooter on the EvenPageFooterRange
- If we can insert
- If header required
- Calls AddHeaderFooter on the PrimaryHeaderRange
- Calls AddHeaderFooter on the FirstPageHeaderRange Calls AddHeaderFooter on the EvenPageHeaderRange
- If footer required
- Calls AddHeaderFooter on the PrimaryFooterRange
- Calls AddHeaderFooter on the FirstPageFooterRange
- Calls AddHeaderFooter on the EvenPageFooterRange
- If header required
xxxi. bool COfficeDocument:SetRMSPermission( )
Summary: Sets the RMS template to be applied to the document
Returns: Success
Get the RMS template associated with the current classification
Calls GetProperty passing in “Permission”
Retrieves current RMS template applied
If RMS is required
-
- Enable RMS
- Apply RMS template
Else
-
- If RMS is on
- Remove RMS
- If RMS is on
If RMS failed
-
- Show RMS failure warn or prevent message
xxxii. void COfficeDocument::SetWatermark(std::string strClassification, bool finsert)
Summary: Updates or inserts the watermark using the given classification
Parameter strClassification: Text to put as the watermark
Parameter fInsert: Are we allowed to insert a watermark if one isn't there
If the Titus watermark is found by matching the name of the watermark against a known name
-
- If we require a watermark
- Update the text of the watermark to reflect the current classification
- Else
- Delete the watermark from the document
- If we require a watermark
Else
-
- If we require a watermark
- Insert the watermark into the document with the text set to the current classification
- If we require a watermark
xxxiii. void COfficeDocument::UpdateClassifications(bool fTampered)
Summary: Updates the header, footer, watermark, and selected fields within the document
Parameter fTampered: Has the document been tampered with
If the document has not been tampered with
-
- Call SetWatermark
- Call SetHeader
Update fields in the document that match our property names
xxxiv. bool COfficeDocument::UpdateHeaderFooter(Word::RangePtr& pRange, bool fInsert)
Summary: Update a header/footer
Parameter pRange: Range of a header/footer
Parameter fInsert: False to hide the text
Returns: True if update successful
For all fields in the range of the document
-
- If the field code text matches the value for the first property
- Change the hidden value and update it
- If the field code text matches the value for the second property
- Change the hidden value and update it
- If the field code text matches the value for the first property
xxxv. bool COfficeDocument::ValidClassifications( )
Summary: Determines if all dropdowns that require a selection have been set
Returns: True if no dropdown requires a selection
xxxvi. bool COfficeDocument::WriteClassifications(bool fAsklfRequired, boot fTampered)
Summary: Writes classifications to document
Parameter fAsklfRequired: Ask for classifications if they are not valid
Parameter fTampered: Has the document been tampered with
Returns: True if classifications are valid
Calls GetClassificationList
Calls ValidClassifications
If ForceSelect is on and classifications are not valid
-
- Calls SelectClassifications
- Calls ValidClassifications
If the classifications are valid
Calls WriteClassificationsToDocument
Calls UpdateClassifications
xxxvii. short CClassificationList::ReadClassificationsFromDocument (Word::_DocumentPtr pDocument)
Summary: Reads the classifications from the document
Parameter pDocument: Document to read classifications from
Returns: Number of levels
Get the custom document properties from the document
Get the value from the named property for the first level
Get the value from the named property for the second level
Get the value from the named property for the third level
xxxviii.short CClassificationList::WriteClassificationsToDocument (COfficeDocument* pDocument)
Summary: Writes classifications into the custom document properties
Parameter pDocument: Document to write classification to
Returns: Zero
Gets the custom document properties
Adds or updates the value of the custom document property with the value of the first dropdown
Adds or updates the value of the custom document property with the value of the second dropdown
Adds or updates the value of the custom document property with the value of the third level
xxxix. short CClassificationList::WritePlaceholdersToDocument(COfficeDocument* pDocument)
Summary: Write classifications to document properties
Parameter pDocument: Document to write to
Returns: Zero
Add a custom document property for the first level
Add a custom document property for the second level
Add a custom document property for the third level
xl. COfficeDocument* CWordApplicationEventHandler::AddOfficeDocument (Word::_DocumentPtr pDocument, bool fNew, boot fIsE-mail)
Summary: Add the word document to our collection
Parameter pDocument: Document to add
Parameter fNew: Is the document new
Parameter fIsE-mail: Is the document an e-mail
Returns: COfficeDocument
Calls FindOfficeDocument
If that returns NULL
-
- Calls HasClassifications
- Calls HasValidPropertiesHashed
- If those two calls return true
- Calls HasSignature
- If that call returns true
- Set tampered to true
- Create a new COfficeDocument
- Calls CreateCommandBar
- If tampered
- Show Invalid Signature message
- If new document and not an e-mail
- Calls InsertTitusTemplate
xli. void CWordApplicationEventHandler::Cleanup( )
Summary: Cleanup help command bar
xlii. void CWordApplicationEventHandler::CleanupStrayDocuments( )
Summary: Remove any documents from our collection that we don't need anymore
xliii. void CWordApplicationEventHandler::CreateHelpAbout( )
Summary: Add a menu item to the Help About menu
If the menu item is already there delete it
Add the menu item
xliv. COfficeDocument* CWordApplicationEventHandler::FindOfficeDocument (Word::_DocumentPtr pDocument)
Summary: Find the document in our collection
Parameter pDocument: Document to find
Returns: Document in our collection
Match the document in our collection with the one passed in
If matched
-
- return that document
Else
-
- return null
xlv. void CWordApplicationEventHandler::Initialize(LPDISPATCH /*IpDispatch*/)
Summary: Initialize event handler
Parameter IpDispatch: unused
Calls CreateHelpAbout
xlvi. STDMETHODIMP CWordApplicationEventHandler::Invoke(DISPID dispIdMember, REFIID riid, LCID Icid, WORD wFlags, DISPPARAMS* pDispParams, VARIANT* pVarResult, EXCEPINFO* pExcepInfo, UINT* puArgErr)
Summary: Event handler for CWordApplicationEventHandler
Parameter dispIdMember: Event type
Parameter riid: Interface type
Parameter Icid: Unused
Parameter wFlags: Unused
Parameter pDispParams: Parameters for event
Parameter pVarResult: Unused
Parameter pExcepInfo: Unused
Parameter puArgErr: Unused
Returns: Success
Quit Event:
-
- Calls CleanupStrayDocuments
DocumentBeforePrint Event:
-
- Calls WriteClassifications
- Cancel print if classifications are not okay
DocumentBeforeSave Event:
-
- If document is dirty and this is not an auto-save
- Calls WriteClassifications on Document
- Calls CheckDowngrade on Document
- Calls SetRMSPermission on Document
- Calls HashProperties on Document
- If any of these methods return false
- Cancel the Save
- If document is dirty and this is not an auto-save
WindowActivate Event:
-
- Calls FindOfficeDocument
- If document not in collection
- Calls AddOfficeDocument
- Calls EnableCommandBar
- Calls ShowCommandBar
- Calls CleanupStrayDocuments
WindowDeactivate Event:
-
- Calls FindOfficeDocument
- Calls CleanupStrayDocuments
xlvii. HRESULT CWordApplicationEventHandler::ProcessCommand(int nControlID, int nCommand, boot fMakeDirty)
Summary: Show the about dialog
Parameter nControlID: ID of control
Parameter nCommand: unused
Parameter fMakeDirty: unused
Returns: Success
Show About dialog
It will be apparent to persons skilled in the art that many alternatives, modifications, and variations can be made without departing from the scope as defined in the claims. The method steps described may be embodied in sets of executable machine code stored in a variety of formats such as object code or source code. Such code is described generically herein as programming code, or a computer program for simplification. Clearly, the executable machine code may be integrated with the code of other programs, implemented as subroutines, by external program calls or by other techniques as known in the art.
A computing environment for executing the document creation application and the classification toolbar may be implemented as computer software in the form of computer readable code executed. The computing environment may be any number of computing or computer based platforms such as mobile devices, personal computer, notebook computers, or personal digital assistants. The computer comprises central processing unit (CPU) and memory. The CPU may be a single processor or multiprocessor system. In various computing environments, main memory and storage can reside wholly on computer environment, or they may be distributed between multiple computers.
Input devices such as a keyboard and mouse may be coupled to a bi-directional system bus of a computer for receiving input for creating documents within the web client. The keyboard and mouse are for introducing user input to a computer and communicating that user input to processor if required. Computer may also include a communication interface. Communication interface provides a two-way data communication coupling via a network link to a network by wired or wireless connection or may provide an interface to other host devices by a direct radio frequency connection. In any such implementation, communication interface sends and receives electrical, electromagnetic or optical signals which carry digital data streams representing various types of information. Communication between the communication interface unit and the network or host use electrical, electromagnetic or optical signals which carry digital data streams. The signals through the various networks and the signals on network link and through communication interface, which carry the digital data to and from computer, are exemplary forms of carrier waves transporting the information.
The computer processor or similar device may be programmed in the manner of method steps, or may be executed by an electronic system which is provided with means for executing these steps. The storage device may include both fixed and removable media, such as magnetic, optical or magnetic optical storage systems, Random Access Memory (RAM), Read Only Memory (ROM) or any other available mass storage technology. The storage device or media may be programmed to execute such method steps. As well, electronic signals representing these method steps may also be transmitted via a communication network.
The embodiments described above are intended to be illustrative only. The scope of the invention is therefore intended to be limited solely by the scope of the appended claims.
Claims
1. A method for document classification in a document creation application comprising the steps:
- providing a classification toolbar within a document in the document creation application, the classification toolbar providing at least a first classification selection input;
- populating classification selections in the classification toolbar based upon pre-defined classification criteria;
- receiving a classification selection input, selected by a user, from the classification selections populated in the toolbar;
- determining if classification input is valid based upon administrator defined classification policy;
- applying visual cues to the document to identify that the document has been classified; and
- assigning XML classification properties to the document metadata based upon the classification selections when the classification input is valid.
2. The method of claim 1 wherein the classification toolbar is generated by a COM API interface.
3. The method of claim 2 wherein the toolbar is provided by a Microsoft Office 2007 ribbon bar and task pane.
4. The method of claim 1 wherein the visual cues are font characteristics.
5. The method of claim 1 further comprising the steps of:
- determining if an additional classification is required based upon the previous classification input; and
- dynamically changing the toolbar in order to prompt for additional classification selection input, selected by the user, from the toolbar.
6. The method of claim 1 further comprising:
- receiving identification of a selected portion of the document from the user;
- receiving a portion classification selection input, selected by the user, from the classification selections populated in the toolbar;
- determining if the portion classification input is valid based upon administrator defined classification policy;
- applying portion classification visual markings and visual cues associated with the selected portion classification when the classification input is valid; and
- applying XML properties within the document representing the classification of the portions.
7. The method of claim 6 further comprising the steps of:
- determining if an additional classification is required based upon the previous classification input; and
- dynamically changing the toolbar in order to prompt for additional classification selection input, selected by the user, from the toolbar.
8. The method of claim 7 further comprising;
- comparing selected portion classifications to current document classifications; and
- updating classification properties of document metadata when the selected portion classification are higher than the current document classifications.
9. The method of claim 1 wherein the pre-defined criteria are defined relative to one or more security levels, sensitivity levels, intended distribution groups or retention level.
10. The method of claim 1 wherein the visual cues comprises inserting a classification identifier into a body of the document.
11. The method of claim 10 wherein the visual cues are inserted in header and footer of the document.
12. The method of claim 11 wherein visual cues are inserted as a watermark in the document.
13. The method of claim 1 further comprising the step of logging all classification actions taken by a user in a classification information database.
14. The method of claim 1 further comprising the step of forcing the user to select classification properties before a document is stored, printed, or transmitted.
15. The method of claim 1 further comprising the step of verifying that the classification property in a document has not been tampered with by comparing a hash code, computed relative document properties (word count, pages etc) and the classification properties, when the document is saved, and the next time the document is opened.
16. The method of claim 1 where in the step of populating classification selections comprises retrieving classification properties previously associated with the document and populating the toolbar classification criteria based upon the retrieved classification properties.
17. A method for document classification in a document creation application comprising the steps:
- providing a classification toolbar within the document, the classification toolbar providing at least a first classification selection input;
- populating classification selections in the classification toolbar based upon pre-defined classification criteria;
- receiving identification of a selected text portion of the document from a user;
- receiving a portion classification selection input, selected by the user, from the classification selections populated in the toolbar;
- determining if portion classification input is valid based upon administrator defined classification policy;
- applying visual cues to the document to identify a portion of the document has been classified;
- applying visual markers identifying the selected classification at the beginning and end of the portion that has been classified; and
- applying XML properties within the document representing the classification of the portions.
18. The method of claim 17 wherein the classification toolbar is generated by a COM API interface.
19. The method of claim 17 wherein the visual cues are font characteristics.
20. The method of claim 17 wherein the visual markers comprises inserting pre-defined text associated with the selected classification selection.
21. The method of claim 17 further comprising the steps of;
- comparing selected portion classifications to current document classifications; and
- assigning classification properties to the document metadata if the selected portion classification are higher than the current document classifications.
22. The method of claim 21 wherein classification toolbar is provided by a Microsoft Office 2007 ribbon bar and task.
23. A computer readable medium containing instructions for providing document classification in a document creation application, the instructions which when executed by a processor perform the steps of:
- providing a classification toolbar within a document in the document creation application, the classification toolbar providing at least a first classification selection input;
- populating classification selections in the classification toolbar based upon pre-defined classification criteria;
- receiving a classification selection input, selected by a user, from the classification selections populated in the toolbar;
- determining if classification input is valid based upon administrator defined classification policy;
- applying visual cues to the document to identify that the document has been classified; and
- assigning XML classification properties to the document metadata based upon the classification selections when the classification input is valid.
24. A computer readable medium containing instructions for providing document classification in a document creation application, the instruction which when executed by a processor perform the steps of:
- providing a classification toolbar within the document, the classification toolbar providing at least a first classification selection input;
- populating classification selections in the classification toolbar based upon pre-defined classification criteria;
- receiving identification of a selected text portion of the document from a user;
- receiving a portion classification selection input, selected by the user, from the classification selections populated in the toolbar;
- determining if portion classification input is valid based upon administrator defined classification policy;
- applying visual cues to the document to identify a portion of the document has been classified;
- applying visual markers identifying the selected classification at the beginning and end of the portion that has been classified; and
- applying XML properties within the document representing the classification of the portions.
Type: Application
Filed: Nov 9, 2015
Publication Date: Mar 3, 2016
Inventors: Charles E. Pulfer (Ontario), Brad P. Smith (Merrickville), Tim J. Upton (Ottawa)
Application Number: 14/936,335