Saturday, 12 April 2014

Step by Step guide to creating a new custom Azure Rights Management Template

Microsoft recently announced the preview of the new custom Azure RMS templates.  Custom templates let you define the protection policies you would like to roll out within your organization. Whether your organization is using Azure RMS in as part of your on premises deployment (via the RMS connector) or as part of Office 365, you can now do this via the Azure Management Portal.

Custom templates give you more flexibility in controlling how groups of users within the organization can access and use sensitive documents. With custom templates you can designate different groups of users that will have access to documents protected with these templates, and you can define an access level or a list of rights for each of these groups. You can also control for how long content protected with these templates will be accessible, and you can define whether you want to require users to be online to access the content (thus, getting maximum control over their ability to access the document in case your policies change over time and ensuring all accesses to the documents get logged) or you want to allow them to cache document licenses so they get the ability to access the content from disconnected locations for up to a defined period of time.

To create custom templates, you can follow these steps:

On the Office 365 Admin page go to Service Settings

Click on the Rights Management tab and then select Manage

On the Right Management page click on additional configuration

This will now take you to the Azure management portal. You will need to have an Azure subscription to proceed. If you don’t you will need to click on the Sign up option and register your subscription:

When you initially activate Azure Rights Management capabilities in your organization two default Rights Policy Templates are automatically that cover the most common needs in the majority of organizations. These are called “<Organization> – Confidential” and “<Organization> – Confidential View Only” and give all users in your organization either full access or restricted access to the documents protected with them.
Once logged in to the Azure Management Portal, navigate to ACTIVE DIRECTORY
Then select the RIGHTS MANAGEMENT tab and click on your organization name
You can now see the option to create additional Rights Management templates for Office 365

Now select Create an additional rights policy template to create a new policy
Select Language of the policy, policy name and description and submit.
Once the new policy is created, you can navigate to Manage your rights policy templates, and click on the policy you just created in order to edit it.

On the policy edit splash page, select the Rights tab

And then click GET STARTED NOW

On the CONFIGURE RIGHTS page, you can assign rights to users or groups. In this article I am applying rights to a user.
Click next.

Confirm your selection and close.

Now you can also go to the CONFIGURE tab and configure the content expiration and offline access settings.


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