Metadata Security for SharePoint

Filter SharePoint Documents and Lists Based on Metadata

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Because it is difficult to set up per-item permissions in SharePoint, many administrators implement the standard security inheritance method instead. Unfortunately, this method does not provide the level of security needed to protect sensitive information, and may result in users getting access to information they should not have access to.

Titus Labs Metadata Security for SharePoint allows administrators to protect documents in SharePoint based on their metadata properties.  Access to documents and resulting filtered views can be based on the document’s metadata properties. 

Because per-item security is much easier to set up with Titus Labs Metadata Security, administrators can easily create a Document Library or List that different groups of users can share. Each group can have different and specific types of permissions. In the example below, the "Dept" metadata column is used to ensure that only users in the Finance department can see Finance documents.

Figure 1 - Alice is in Finance so she can see the Finance documents

Figure 2 - Bob is not in Finance so he cannot see the documents tagged as Finance

Access can also be based on columns with username metadata, such as Author, Doctor Name,or Project Owner. Metadata Security can read the username in the metadata, and automatically provide rights to the document. The same comparison can be made for group names. This new capability makes it very easy to set up one document library accessed by hundreds or thousands of users with different permissions.

Key Benefits

• Automatically applies security permissions based on the document's metadata properties or content type - making per-document security much easier.
• Supports metadata security for both Document Libraries and Lists.
• Allows permissions to be assigned to users or groups based on their Active Directory properties, so security can be based on user or group attributes such as department and position.
• Provides the ability to read user and group names from columns and populate them in item permissions, making it much easier to manage permissions for specific people or groups.

Feature	SharePoint 2007 & 2010	Titus Labs Metadata Security for SharePoint
Protects files based on SharePoint content type
Protects files based on standard or customized SharePoint columns (metadata)
Protects files based on the file type (file extension)
Enables metadata security rules to be easily changed.
Automatically applies permissions to files based on the file’s metadata properties (columns)
Secures any type of file based on metadata
Leverages standard users and groups from Active Directory

Metadata Security for SharePoint is supported on Microsoft SharePoint Server 2007 and 2010, Windows SharePoint Services (WSS) 2007, and Microsoft SharePoint 2010 Foundation.