Securing the Siebel Document Server

Siebel Correspondence, Siebel Presentations, and Siebel Proposals all use the Siebel Document Server to generate Microsoft Word and Microsoft PowerPoint documents through the Web. All document templates come in through the Siebel Server. As such, the Siebel Server controls security and represents the only client that interacts directly with the Siebel Document Server. For more information about Siebel Document Server, see Siebel Correspondence, Proposals, and Presentations Guide.

Perform the steps in the following procedure to secure the Siebel Document Server.

To secure the Siebel Document Server  

• Set up the appropriate permissions on the Siebel Document Server.

  It is recommended that only the user who authenticates as the Siebel service owner is given access to the Siebel File System and the ability to execute permissions on the Siebel Document Server. For additional information, see "Securing the Siebel File System".

• Set a high-security level for macros.

  It is recommended that you set a high-security level for macros so that untrusted macros cannot be executed by the Siebel Document Server. This setting prevents the execution of malicious code in a document.

• Implement an antivirus policy.

  Make sure an antivirus policy is in place for computers that supply templates to the Siebel Document Server. By default, the operating system does not check for viruses or malicious code in a file. It is recommended that you check for viruses on all the templates that are submitted to the Siebel Document Server.

• Microsoft provides some standard utilities in the Resource kit to lock down security on a generic Microsoft Windows computer. It is recommended that tools, such as C2.exe be implemented to secure such an environment. These tools are readily available from Microsoft.