How to secure the documents in XML/BI Publisher :

This is a very simple article. If you start comparing Oracle report with XML/BI publisher report then you can see some key limitations of Oracle reports that are overcome by BI Publisher Reports. Securing the output of a program is one among them .It is very essential to safeguard the information while sending the documents of financial information like invoice ,remittances etc. BI Publisher facilitates password protection of the documents. There are multiple ways to do it. Either programmatically or through template at design time etc. Here I will show you how to implement through template.

1)Open any .rtf

2)Go to File -> Info -> Properties -> Advanced Properties(Am using MS – Word 2010.May be navigation is different in other versions)

3)Now go to custom menu and define the below two custom properties. a. Name: xdo-pdf-open-password Type : Text Value : It can be either hardcoded value or the XML data value.

Note : If it is XML data value then you should enclose it in {} but not in XML tags(i.e <>) 
You can see from the below screen , i am referring USER_NAME data from XML as {USER_NAME}

b. Name: xdo-pdf-security Type :Text Value :true

Note : Property name should always start with xdo 3) Once this is done ,opening PDF will prompt you for a password.