21.15 Intelligent Terminal Management

Select Document Security Management → Intelligent Terminal Management. Administrators can view smart terminal devices with the security viewer installed and manage these devices.

21.15.1 Basic Operations

View Basic Information

Select a smart device in the left-hand view, then click the Basic tab on the right. The data displayed shows the basic information of the selected smart device.

1. Intelligent Terminal Basic Information

2. Intelligent Terminal Group Basic Information

In the Intelligent Terminals panel, select a group and click the Basic tab on the right. The displayed data shows the basic information of the selected terminal group.

If Entire Network is selected, all terminal groups will be displayed. Click the Expand button “” in the top-right corner of the display area to view the list of all smart terminals within these groups.

Group Operations

In the intelligent terminal hierarchy, there is initially only the Ungrouped category. When a smart terminal requests authorization, the Pending Approval and Unauthorized groups are automatically created, and the requesting terminal appears under both groups.

After an administrator processes the authorization:

• The terminal is removed from Pending Approval.
• If authorization is denied, the terminal remains in Unauthorized.
• If authorization is approved, the terminal moves from Unauthorized to Ungrouped.

Once a smart terminal is successfully authorized for the first time, it is placed in Ungrouped by default. To facilitate management, administrators can create additional groups to logically organize terminals.

Create a New Group

In the intelligent terminal hierarchy, select the root node Intelligent Terminals or an existing group. Then choose File → New Group from the menu. A new group node will appear in the hierarchy in editable mode. Enter the group name and assign authorized smart terminals to this group. Administrators can use the same method to create multi-level group structures.

Assign or Change Group

To assign a smart terminal to a logical group or change its group, select the terminal(s), then choose File → Move To from the menu and select the target group. The selected terminals will be moved to the designated group.

Alternatively, you can use drag-and-drop: select the terminals, hold down the left mouse button, and drag them to the desired group. The selected terminals or groups will then belong to the target group.

Search

The search function allows administrators to quickly locate a specific smart terminal and view its related information.

In the intelligent terminal hierarchy, select File → Search to open the search dialog. Enter your search criteria, which can include Name (as shown in the hierarchy), Network Address, Operating System, Authorization Status, or Status. Fuzzy matching is supported.The search results will be displayed in a list below. Double-clicking a terminal in the list will take you directly to its detailed information page.

Rename

To facilitate management, administrators can rename a smart terminal to a more convenient and recognizable name. Select the terminal, then choose File → Rename from the menu. The updated name will be displayed in the console.

Delete

For smart terminals that no longer need to be managed, administrators can delete them from the console. Select File → Delete to remove the selected terminal. If a terminal group is deleted, all its subgroups and terminals will also be removed.

Deleting a terminal will revoke its authorization. The AnySecura Viewer on that device will stop functioning, displaying the message: "Your authorization has been deleted. Please contact the administrator."

Restore

For smart terminals previously deleted from a group, administrators can restore them from the console. Select File → Restore to return the terminal to its original group. The authorization status will also revert to the state it was in before deletion.

21.15.2 Authorization Management

Enable Authorization

After a smart terminal applies for authorization using the security viewer, it will appear in the "Waiting for Approval" group. To authorize a terminal: select a terminal with the status Waiting for Approval, right-click and choose Authorization Management → Enable Authorization, configure the authorization settings, and click OK.

The authorization settings include:

Reject Authorization

Select a smart terminal with the status Waiting for Approval, right-click and choose Authorization Management → Reject, enter the reason for rejection, and click OK. After rejection, the terminal's authorization status will change to Rejected, and the rejection reason will be displayed on the security viewer's authorization status page.

Pause Authorization

For smart terminals with the status Authorized, the administrator can right-click and select Authorization Management → Pause Authorization to suspend the terminal's authorization. Once paused, the security viewer on the terminal will not function properly, and the authorization page will display: "Your authorization has been paused, please contact the administrator."

Cancel Authorization

For smart terminals with the status Authorized, Paused, or Expired, the administrator can right-click and select Authorization Management → Cancel Authorization to revoke the terminal's authorization. After cancellation, the terminal's authorization status will change to Canceled, and the security viewer will no longer function. The authorization page will display: "Your authorization has been canceled, please contact the administrator."

Modify Authorization Information

For smart terminals with the authorization status of "Authorized," "Paused," or "Expired," the administrator can right-click and select "Authorization Management -> Modify Authorization Info" to update the terminal's authorization details. The modifiable settings are the same as those available when enabling authorization.

21.15.3 Encryption Settings

Encryption Settings

The encryption settings for a smart terminal primarily define its security zones. They specify which security zones and levels of encrypted documents the terminal can access. Documents outside the permitted security zones or levels cannot be opened on this device.

For example, if a smart terminal is granted access only to the Marketing Department's confidential level, the AnySecura viewer on this terminal can open documents at the Marketing confidential level and below, but cannot open any documents from the Finance Department regardless of their security level.

Watermark Settings

Administrators can configure watermark types and content to have the AnySecura viewer display custom text or QR codes when viewing files, effectively protecting document copyright.

The watermark settings include: