In this scenario, I am going to use Microsoft Rights Management feature which includes in the Enterprise Mobility & Security. (EMS+S). So in the article, I will show you how you enable the Rights Management in your Azure tenant and create the templates and also apply it to users.
Step 1- Login in to you Azure Tenant using https://portal.azure.com
Step 2- Go to More Services and on the Filter filed, Type Rights Management as shown below. Click Rights Management.
Step 3- On the Active Directory Section, Select Rights Management and Enable it if not yet enabled.
Step 4- Click the Rights Management Status Inactive and on the bottom of the page, you will see the Active Button. Click the Active Button and Press Yes to Activate the Rights Management for your Azure Tenant.
Step 5- Once you Activate the Right Management, Click the Name of your tenant name under Right Management view. This will take you to the page where you need to configure the Templates for the Rights Management.
Step 6- By default under Templates, there will be Two Default Templates Namely, “Confidential” and “Confidential View”. However, since we need to create a Custom Template, Click Add Tab on the Bottom to Start creation of New Custom Template for Rights Management.
Step 7- Select the Language and Type the Name for the Template and a Description.
Step 8- Once you Key in the details and Apply, You will see the New Template You Just created as below. In this example, the test template I am using Rights Management – Read Only.
Step 9- Next we need to configure the Template Rights, Scope and rest of the settings. Click the Template Name you just Created. Click Get Started to Complete the rest of the Configurations.
Step 10- In this example, I am going to assign only Read Only Rights to the Document. Basically it means View Only and the users can’t do any modification to the document your share.
Step 11- On the Select Users And Groups menu, you can Select a User Group or Individual/Multiple Users to this template. So In my case, I am going to select only 2 Users in to this template.
Step 12- Click the Arrow Icon to Go to the Next Configuration which is assigning the Rights. So here I am not going to use any Default Rights Containers available. Instead of that, I will select Custom and Assign the View Only Right.
Step 13- Click Arrow Key to Go to Configuration Stage 3 and Under Rights Menu, I Selected the “View Content” option only and Completed the Rights assigning Part and adding User to it.
Step 14- Keep in mind that the Author of the Document Always has Full Rights to the documents he initiated.
Step 15- Click “Scope” Tab to make this Template Visible to which users you want and Click “Get Started Now” to do the configuration for Scope.
Step 16- In “Scope” also you can assign it to Users or Groups. So in my case I am going to apply it to the same 2 Users which I selected on the Right assigning part and Completed the Scope assigning part.
Step 17- Once it Completed, Enabled the Application Compatibility Mode to users because some applications cannot yet support user identity to determine whether to display a template. For these applications, use the check box to choose whether all users see the template or no users see the template.
Step 18- On the Configuration Part which is the Final part of the Template Completion, Set the Options as your preferred, such as Document Access Offline With/Without Internet and the Expiration Date of the Document Access., Re and Finally Published it, so Users will be able to see the New Template from their devices.
Once Everything is Finalized Make it Publish and Save.
On the Part Two of How to protect documents using Microsoft Azure Rights Management, I will show you how we access the apps using Windows Machine, Apple iPAD, MAC Book and Android Phone.