To create a new security rule, navigate to Publications > Settings > Security Rules and select Add New.
This article will cover the five ‘basic’ security rules:
- Search engine
- IP address
- Referral URL
Select this option to prevent your publication from being listed by search engines like Google, Yahoo or Bing. If this option is not selected, readers would be able to search the web for your publication using a search engine.
Params are small pieces of information that are appended to a URL. Ticking this option will allow any incoming parameters to be appended to any outgoing links within your publication. This setting is useful if you require data to be passed to webpages that your publication is linking out to. You will not need to consider this setting for the vast majority of the publications you create.
All networks have a unique IP address and, in most cases, businesses will have fixed IP addresses for their networks. By specifying IP addresses in your security rules, you are restricting the networks that have access to your publication. This setting is useful when you want to restrict access to your offices/sites or intranet. If you do not specify any IP addresses, all networks will be able to access your publication (providing they meet other security requirements).
To add an IP address to the list, paste the IP address into the New IP Address field and select Add.
Restrict access to your publication based on how the reader was referred to the publication. You can specify a number of webpages or domains that the reader should have come from when navigating to the publication.
For example, if www.google.com/* was added then a visitor would only be able to view the publication if they were referred by a web page on the www.google.com website.
Typically, this option would be used to ensure that only visitors being referred from a company intranet site would be able to view the publication. In this case something similar to intranet.mycompany.com/* would be entered.
To add a referral URL to the list, enter the URL into the New Referral URL field and select Add.
You can award badges to your readers for completing specific interactive tasks, for example, a quiz module. These same badges can also be used to secure access to publications. This prevents readers from accessing publications unless they have been awarded the badge in another publication.
You can specify multiple badges in this list, however readers who have earned any one of these badges will be granted access to your publication. Badges can only be awarded or used as security tokens in conjunction with the reader login or employee login security rules. This is because a reader must be identified in order for them to earn badges or for PageTiger to see what badges they have been awarded.
To add a badge, select an existing badge from the New Badge menu and select Add.
If you have not created any badges yet, navigate to Publications > Settings > Badges. More information is available here.