Product Documentation

To configure a SharePoint document control policy

Dec 21, 2015
You can enable your users to securely access corporate SharePoint content. You apply access control rules, on the content in order to prevent unauthorized usage or actions, depending on your company policy and document sensitivity. You can view this content on the Connect agent on a device in the Documents -> Shared Docs folder. You create a SharePoint control policy to define explicitly what a device user can and cannot do with documents in their secure document container on their devices, such as whether or not documents can be printed, if a user can copy and paste to and from documents, if document check in/check out is allowed, and so on.
  1. Under XenMobile Policies, under SharePoint, click Control Policy.
  2. Click New Control Policy.
  3. In the New Control Policy dialog box , on the General tab, enter a name for the policy.
  4. On the Document Control tab, you can set the control policies for all the documents in the folders specified in your SharePoint resource configuration.
  5. You can define the following controls that will be applied to the documents by selecting them. Any options left unselected will not be allowed by document users.
    • Allowed features
      • Document synchronization. Allow the document to be synchronized to the device. If not checked, the document is only accessible online.
        Note: If you want to be able to annotate PDF files on your device, you need to make sure this option is selected, since the PDF annotation tools only work with locally synced documents.
      • Copy/Paste of content. Allow copy/paste of document content .
      • Email link to document. Enable users to send a link to this document via email.
      • Email document. Allow users to send this document via email.
      • Print document. Allow users to print this document.
      • Document check in. Allow users to check in this document from SharePoint .
      • Document check out. Allow users to check out this document from SharePoint.
      • Open document in another application. Allow users to open this document in a third-party application on the device. If not checked, only the internal viewer can be used.
    • Time expiration
      • Expires on a date. Specify a date after which the document is not be accessible. If on the device, it will be deleted.
      • Expires after x Days. Specify the duration of validity of the document. After the specified period, the document is not accessible.
    • Authentication expiration
      • Specify an authentication timeout. If the user does not authenticate regularly to SharePoint, the documents become inaccessible.
  6. Click Create.