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Liquid Machines Gateway for SharePoint 1.0 Release Notes Release Date: October 24, 2008 Build Number: 2008.10.24.001

The Liquid Machines Gateway for SharePoint extends ’s Information Rights Management (IRM) by adding support for additional file formats and enhancing the ability to securely collaborate outside of SharePoint.

This document covers the following topics:

ƒ What is Gateway for SharePoint ƒ System Requirements and Compatibility Considerations ƒ Installation and Uninstallation ƒ Known Issues ƒ Additional Information

NOTES: For the latest release notes, product documentation, tools, or access to the Liquid Machines Knowledge Based, visit the Liquid Machines Customer Care Center at http://www.liquidmachines.com/support. To access the Liquid Machines Customer Care website, you must be an authorized Liquid Machines Product Support contact. For more information, call Liquid Machines Product Support at 781.885.4784 (877.88LIQUID) and press 3.

What is Gateway for SharePoint? Gateway for SharePoint 1.0 is a new product release that extends Microsoft’s Information Rights Management (IRM) by adding support for additional file formats and enhancing the ability to securely collaborate outside of SharePoint. Liquid Machines Gateway for SharePoint, working together with the Liquid Machines Document Control Client (LMDC Client) or the Liquid Machines Viewer (LM Viewer) extends Microsoft’s Information Rights Management (IRM) by adding support for additional file formats and enhancing the ability to securely collaborate outside of SharePoint. Like the IRM protectors built into SharePoint 2007, the Gateway for SharePoint associates Rights Management Service (RMS) permissions to files when they are checked out of a library or list and removes the protection when the file is uploaded to SharePoint.

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Additionally, the Gateway for SharePoint (and the LMDC Client or LM Viewer) enables the following additional features: ƒ The Gateway for SharePoint provides an autonomous protector which allows SharePoint to protect additional file types. Users with LMDC Client or LM Viewer can work with these additional file types. ƒ The Liquid Machines protector creates an issuance license which includes all authorized users, allowing all authorized users to share protected information outside of SharePoint, without requiring that each user download the files directly from SharePoint. System Requirements and Compatibility Considerations The following lists the System Requirements and Compatibility Considerations for Gateway for SharePoint: ƒ System Requirements for Gateway for SharePoint 1.0 ƒ Compatibility Considerations for Gateway for SharePoint 1.0 System Requirements for Gateway for SharePoint 1.0 Liquid Machines recommends the latest service packs for all system requirements listed below. SharePoint Versions MOSS 2007 Enterprise MOSS 2007 Standard WSS 3.0

Host (32- and 64-bit editions) Windows 2003 Server Standard Windows 2003 Server Enterprise Windows 2008

.NET 3.5

Client Operating System or later

Microsoft RMS Microsoft RMS v1/SP2 or Active Directory Rights Management Service (AD RMS) One or more IRM-aware clients: ƒ 2003 and 2007 ƒ Liquid Machines Document Control (LMDC), v7.0.5a or higher ƒ Liquid Machines Viewer (LM Viewer)

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Compatibility Considerations for Gateway for SharePoint 1.0 The following lists the compatibility considerations for Gateway for SharePoint 1.0. Choosing an IRM-Aware Client Liquid Machines Gateway for SharePoint supports one or more IRM-aware clients which are required to open IRM protected files. The table below summarizes the capabilities of each IRM-aware client:

IRM-Aware Client Capabilities Office 2003/2007 Liquid Machines Liquid Machines Document Viewer Control Client Enforce access and usage rights on documents when removed from Yes Yes Yes SharePoint. Leverage existing SharePoint Yes Yes Yes permissions. Share protected documents directly with other authorized users without Yes Yes Yes having to first save back to SharePoint. Work with protected files natively in Yes Yes Word, Excel, and PowerPoint. Work with protected files natively in Yes Visio, Acrobat, and Reader. View protected files in over 400 formats including Office, Visio, PDF, Yes and graphics files. Work normally while content is persistently protected when it moves between applications via Yes Yes copy/paste, “save as”, and print to PDF.

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Installation and Uninstallation Release 1.0 is the first release of this product. All installation and uninstallation information is provided in the Liquid Machines Gateway for SharePoint Installation Guide. IMPORTANT INSTALLATION NOTE: The Gateway’s installer modifies the SharePoint farm configuration using SharePoint’s “stsadm.exe” configuration tool. In order for the installation to complete successfully, the user account running the installer must have rights to modify SharePoint’s Administrative Content Database. The account must have membership in the database’s “securityadmin” and “dbcreators” roles, or have full control of the database. Known Issues This section describes known issues found in Gateway for SharePoint 1.0.x releases ƒ Gateway for SharePoint 1.0 ƒ LMDC Client 7.0.6 Gateway for SharePoint 1.0 The following are known issues in Gateway for SharePoint 1.0. Bug Number Description and Workaround (if applicable) 11820 Description: Running installer “repair” causes installer wizard to fail.

Workaround: Uninstall, then reinstall the product. 11968 Description: “Externally protected” .MHTML/.MHT files cannot be uploaded to SharePoint lists that have IRM enabled.

Workaround: SharePoint checks the integrity (or validity) of certain file types, and a protected .MHTML/.MHT document is not recognized as valid. Users will not be permitted to upload an .MHTML/.MHT file that they protect outside of SharePoint or in another list. .MHTML/.MHT files that are unprotected when uploaded, and protected by the LM GW 4 SP can be re-uploaded to the same SP library without issue. 12029 Description: Installation of Gateway for SharePoint fails on Windows Server 2008 if User Account Control is enabled.

Workaround: Disable UAC during installation, then restart post-install. Please refer to the Gateway for SharePoint Installation Guide for complete instructions.

LMDC Client 7.0.6 The following are known related issues in Liquid Machine Document Control Client 7.0.6 which the user may encounter when working with SharePoint. Bug Number Description and Workaround (if applicable) 12071 Description: “Save As” to SharePoint may fail with “Invalid address” error

Workaround: Save the document locally and upload it to the Sharepoint site.

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Bug Number Description and Workaround (if applicable) 11927 Description: Opening .xlsx files from SharePoint in Excel 2003 with the Office Compatibility Pack causes a crash.

Workaround: Save the file locally, then open the file. 11908 Description: Opening a Word document for editing from SharePoint may fail with an erroneous error message indicating that the file is already locked for editing.

Workaround: Contact the user who has the file locked and have them close their browser. Alternately, open the file read-only, make and save edits locally, then upload the file (after the lock is released). 11487 Description: Saving .MHTML/.MHT files in Excel 2003 directly to SharePoint may fail.

Workaround: If the file is unprotected, save it locally, then upload to Sharepoint.

Additional Information ƒ Gateway for SharePoint 1.0 Gateway for SharePoint 1.0 In general, SharePoint is very tightly integrated with Microsoft Office files (Word, Excel, and PowerPoint); however integration may not be seamless with other types of files (for example PDF and Visio files). For best results when using SharePoint and Gateway for SharePoint with non-Office files, Liquid Machines recommends that you follow these practices: • There are multiple ways to open (or download) files from SharePoint. If you just want to view published files and make no changes (often the case with PDF files), the files in the SharePoint libraries or lists can be opened in any way. • If you intend to edit files from SharePoint, it is recommended that you always download the file to your computer, edit and save the files on your computer as needed, and then upload the files back to SharePoint. This method results in the most consistent behavior from SharePoint.

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