Password Vault TM User Manual version 3.2
Contents
1. 4 8 d P 8 amp Customize To show the program use the right mouse menu or double click on the icon When the Lock the program when minimized option is set the Master password login screen with be displayed This is a safety feature to protect your password information if you forget to lock your windows desktop and leave your computer If this option is not turned on the main screen of the Password Vault will be displayed 16 of 28 Copyright Bayview Software Solutions Password Vault User Manual Hide the password from view This is a security feature that prevents anyone looking over your shoulder from seeing your password displayed on the screen The password characters are obscured from view with a repeating character If this option is not turned on the password will be visible on the screen when selected in the Tree View Copy the password to the windows clipboard When this option is selected the password is copied to the Windows clipboard after a password is selected in the Tree View From the clipboard the password can then be pasted to the password entry box of any login screen This feature is useful when the auto login feature is not practical See the next option clear the windows clipboard after two minutes if this option is enabled Clear the windows clipboard after two minutes This option should be selected when the previous option copy the password to the window clipboar2. In the URL input box enter the web address for the login page for ebay which currently ais http signin ebay com ws2 eBaylSAPI dll Signin amp ssPageName h h sin US amp ru http 3A www ebay com This is easily copied from the website by right clicking on the Sign in hyperlink and selecting copy shortcut from the popup menu Q ax amp ix a A Search Sf Favo Address a http www ebay com Right mouse click here and select copy shortcut from the popup menu home pay register site num Hello Sign ifor register This will place the address on the windows clipboard and can then be pasted into the URL box of Password Vault 21 of 28 Copyright Bayview Software Solutions Password Vault User Manual URL US8ru http 34 www ebay com iv Auto Login Auto Login Sequence Save Cancel Hide When saved this will turn into a hyperlink that can be clicked Click on the __ 3 __ button to save your changes 22 of 28 Copyright Bayview Software Solutions Password Vault User Manual The detail pane should look like the image including a blue hyperlink Description My ebay account Username myebayusername Password Category The Other Category URL http signin ebay com ws2 eB aylSAPI dll SigninssPageN ame h h sin USru http 434 Awwiw ebay com Click on the hyperlink to open up the login page for
3. T Digits 0 1 2 C Generate using a patiem daa SAAdd pattern characters a lower Alpha A upper alpha d digit s special Click on the swe button at the bottom of the screen to save your new password The new password will available from the tree view 12 of 28 Copyright Bayview Software Solutions Password Vault User Manual Edit a password To make modifications to an existing password or to change your Auto Login sequence follow these steps Step Actions 1 Click on the M button on the tool bar This will display the website information form visible to view and edit the website details If you change your mind and don t want to add the password Click the Cancel button at the bottom of the screen 2 Modify the information in the information as necessary See figure 2 above for more information on each field Click button to activate the password generation feature Also notice that the Auto Login Sequence button is now available See the section on the Auto Login feature for more details 13 of 28 Copyright Bayview Software Solutions Password Vault User Manual EE E e b e e Click on the Save button to retain any changes that you have made Clicking on the Cancel button will discard any changes made 14 of 28 Copyright Bayview Software Solutions Password Vault User Manual Delete a pas
4. Password Vault User Manual Entering your Master Password When running the program for the first time you will be prompted to enter a Master Password It is very important to not forget this password as it will unlock your Password Vault If the master password is forgotten you will not be able to access the information that you have stored in the Password Vault It is also important to not use a password that would be easy to guess based i e the name of your children or pet It is best to use a combination of letters upper and lower case as well as numbers The following form will be displayed Enter the master password twice for verification Master Password Entry Your master password is the key to unlock Password Vault No Master Password has been found Please enter a new master password It is critical not to forget this password as itis reauired to unlock vour passwor Enter Master Password Re Enter Master Password bein 9 _ Conca Once the Master password is entered it will be used as a key element in the encryption of all other passwords stored in the vault The Master password is not actually stored in the vault This feature as well as the U S Government approved encryption algorithm function to secure your personal identification information stored within the vault 4 of 28 Copyright Bayview Software Solutions Password Vault User Manual Program Layout The Password Vault is d
5. View 7 of 28 Copyright Bayview Software Solutions Password Vault User Manual LJ Banking H A Bayview Software Credit Cards zy Database G Email Intemet Z3 LM Intranet The New Category E Windows Click on the t button on the tool bar Modify the name of the category in the text box provided then click OK Category Folder Entry The edited category name will now be displayed in the Tree View 8 of 28 Copyright Bayview Software Solutions Password Vault User Manual Banking GI Bayview Software Credit Cards C Database 7 Email C Intemet C LM Intranet cx The Other Category Windows F Delete a Category A category can be deleted but any passwords assigned to that category must me assigned to a new category first this step is not taken any passwords assigned to that category will be deleted along with the category Step Actions 1 Select the category that you want to delete in the Tree View Banking Bayview Software J Credit Cards Database G Email Intemet C LM Intranet cx The Other Category Lg Windows PERPE Click on the button on the tool bar Click OK to confirm the category deletion Once confirmed the category will be removed from the Tree View and the vault Confirm Delete Delete Category E Cancel 9 of 2
6. ebay Your browser should open and display the ebay com login page If a different page is displayed click on the us edit password button and then return to step 3 to correct the URL 23 of 28 Copyright Bayview Software Solutions Password Vault User Manual Sign In New to eBay or Already an eBay user If you want to sign in you ll eBay members sign in to save time for bidding selling and dt ister first need to register firs eBay User ID Registration is fast and free Forgot your User ID Forgot your password Sign In Securely C Keep me signed in on this computer unless sign out Q Account protection tips Be sure the Web site address you see above starts with Notice where the cursor is located A blinking cursor should be visible in the box labeled eBay User ID This would allow you to enter your ebay username as soon as the page is displayed In fact to login to this page your would perform the following Type your username Press the TAB key on the keyboard Type your password Press the ENTER key Amo I In the next couple steps we will use the Auto Login Sequence feature to tell Password Vault to do these steps for you Click the a edit password button This will activate the Auto Login Sequence button 24 of 28 Copyright Bayview Software Solutions Password Vault User Manual Click the _ button the displ
7. the Export to file button to display the File Save dialog box 27 of 28 Copyright Bayview Software Solutions Password Vault User Manual Select the location to save the export file to and specify a name for the file Click Save to complete the operation Using with a portable USB flash drive The Password Vault can be installed on or copied to a portable USB flash drive This will allow you to carry your passwords to any of your computers e g work and home This also provides a extra measure of security as the information is not left on any computer that could be shared by others The Password Vault can be installed on a flash drive by specifying the drive during the initial installation By default the program will be installed in you re my documents folder To copy the Password Vault to a flash drive perform the following steps Step Actions 1 Using the Windows explorer open your my documents folder 2 Open the folder Bayview Software Solutions 3 Select the Password Vault folder and select Edit gt Copy from the menu 4 Browse to the flash drive using the Windows explorer and open it 5 Select Edit gt Paste from the menu to complete the copy operation 6 The Password Vault can be run by double clicking on the pwdvault exe file located in the Password Vault folder Note you can create a short cut to this file at the root of
8. 8 Copyright Bayview Software Solutions Password Vault User Manual Passwords A password entry is made up of a password username description and other information see figure 2 Passwords and associated sensitive information are stored in an encrypted format within the vault Although the Password Vault has many security features the encryption of the data stored in the Password Vault database is the most important Description Description The description of the password that will show up in the Tree View under the assigned category This will help you identify what the password belongs to Username If the password is associated with a login account it will most likely have a username Password Your password PIN Credit Card Number or other sensitive information To the right of the text box is a button Click on this button to activate the Password Generation feature This function will generate strong random passwords to you specification see Password Generation section Category The category Folder in the Tree View that the password will be found in URL The Web Address program shortcut or network URL that this password is associated with This field will turn into a hyperlink that will launch what ever has been entered here Note For web pages this can be easily copied from your browser address bar or by right mouse clicking on a hyperlink For windows programs this can by viewing the properties
9. Password Vault m User Manual version 3 2 Bayview Software Solutions Password Vault User Manual Table of Contents WATE OCG TON isinai eaeniecetnetie tues mee A EE E A E E baad E 3 Earl GSAT O AAA EAT E E esta te e 3 Entering your license key ssessssssesssnenrtesorrrrrrrrrrtserrrttrrrnnntnserrtrtntnnn teeseen e 3 Entering your Master Password sicxcccasicus cscuccctaieues cece seni caceatenseesadacttendes tae 4 Program bavelibs otc e t tae renee e Em EEUU RM MEME PME UE 5 Jiu T L PH 6 ire el d eor o ese E d 6 Adda Category Mene C E 6 Edit an existing Category eicere Ee aN eee case Mon stc cag mata 7 Deletea Cat gofy Ae egs eip Saden bira rena nE na Ae aidas aieeaa iia 9 PASSWONAG aac elas Cain ein i ssp i cae a a iso 10 POG FA DASSWOI erise 8 Seiad ales cnc E cocci nc tu tuis 11 Edita password a ress E ERE HE DID IPTE IEEE 13 SITS es ASS WO h uei te tei cedri i LM Eine 15 Setting E Soo gr Tcr CET 16 Lock the program when minimized eeessseeeeseeeeeeeeeen 16 Hide the password from VIGBW scocs oce eet eor dees S ORE does Ie qe ned dei 17 Copy the password to the windows clipboard ssseseesses 17 Clear the windows clipboard after two minutes sssssssssses 17 Advanced Features eiei iana re ea a ae IN caen NEL 17 Add Website Wizard eas osos teen opu ne ec cmo duce ue step teens e bue 17 IMPOR WeDSIG 05 55 045 Sin
10. ay the Login Sequence editor This is where you will tell Password Vault what key strokes are necessary to login to eBay By default a typical login Add fromthe Available Key Available Key Strokes TheLogin Sequence seq uence is Strokes column to buildyour logn Double Click item to Double Click item to alre ady setu p Define Auto Login Sequence add to sequence remove it from sequence These are the i T SECOND DELAY 1 SECOND DELAY Double click keystrokes that USERNAME 1 SECOND DELAY ouple CIICK an can be added to PASSWORD USERNAME 1 SECOND DELAY item to remove ENTER TAB Move Up j your login PASSWORD EAN E sequence Double ENTER click on the item to Move Down Use the Move add it Any item Up and Move can be added Down buttons to more than once set the order of keystrokes gt Save Cancel 9 A login sequence in the right window is automatically created for you based on the default template This sequence will work for a typical website login The default login explained 1 Three second delay this is the time for the browser to display the ebay login page This will vary depending on several variables and may need to be adjusted after testing the sequence 2 Username this is your eBay username that you saved in Password Vault 3 TAB the TAB key on the keyboard This moves the cursor to the password text box 4 Pa
11. d option is selected For added security this feature will clear the windows clipboard of the password after two minutes have elapsed since selecting the password in the Tree View This will help prevent the password from accidentally being displayed after using the Password Vault Advanced Features Add Website Wizard You can start the wizard by clicking the a button on the toolbar or from the right mouse menu of the system tray icon The wizard makes it easy to add websites that you currently have open in Internet Explorer to your Password Vault The wizard displays a form that steps you through adding a website Step Actions 1 Click on the et icon to open the add website wizard form it shows in the lower right hand corner of the screen 17 of 28 Copyright Bayview Software Solutions Password Vault User Manual Select Website Select the website from the list provided then click next Gather Account Info optional If the website you are adding has a login form enter the information into the webpage then click on the button labeled click to read page for account information to update the wizard This information can be added manually as well Click Next Tags amp Comments optional Enter tags keywords that can be used to search for this entry in your password vault Enter Comments that you would like to remember about this website Click Next Image Use th
12. es Mans cortes Borse Seeds oes oes a a Sh 19 PRT TEC Ne nla as cash cscs AI DM M A MD DA Du DM P nee 20 Printand Expor PassWwOLdS s aei pe epe ote sepe o oe ren oaa 27 Using with a portable USB flash drive eeeeseeeeesseeesss 28 2 of 28 Copyright Bayview Software Solutions Password Vault User Manual Introduction Getting Started Entering your license key After your trial period expires your Password Vault program requires a license key to run The startup screen will provide a link that can be followed to purchase a license key or please visit www bayviewsoftware net to obtain a valid license key if you do not currently have one When the program is run a screen will be displayed that shows the trial period duration and boxes that will allow you to enter your license key Enter your email address and license key exactly as written paying attention to both upper and lower case letters Enter License Key Enter your Password Vault License Key or Continue Free Trial Continue Trial Period Your trial period contains 0 more days C Enter License Key Enter your email address and license key exactly as written observing upper and lower case letters If you do not possess a license key please click on the link below to obtain one Enter email Address m Enter License Key a a Click here to obtain license k rumes Cancel 3 of 28 Copyright Bayview Software Solutions
13. esigned for easy and efficient navigation All aspects of the operation of the Password Vault program have been designed with ease of use in mind The following figure shows the layout of the Password Vault main form Menu Tool Bar Tree View Password Vault o ee pE x Edit Delete Options Help tI deco 3Us Be IAB zy Banking Description E Email E Intemet Comments Details Pane Account Info Search Tags Username Password C C Status qe Bar Hide 5 25 2010 9 4 Menu The menu provides access to many of the functions of the Password Vault Click on a menu item will display a drop down list of all available items under that menu Clicking on the item on the list will activate that function Tool Bar The toolbar contains the most frequently used feature of the program Clicking on the tool bar button will activate that function Note that some functions require a password or category to be selected in the Tree View Tree View The Tree View will display all the Categories of passwords as 5 of 28 Copyright Bayview Software Solutions Password Vault User Manual well as all the passwords in the vault A sign to the left of a category folder indicates that the category contains one or more passwords Clicking on the sign will display the passwords stored under that category Detail
14. is tab to get a thumbnail image of the website This function sometimes takes a minute Click next Save Website Update the description and select a category for this website then click Finish This will add the website to your password vault database 18 of 28 Copyright Bayview Software Solutions Password Vault User Manual Import Website There are several ways to import information to your password vault e From another password vault instance ex Jump dive e From your Internet Explorer favorites e From a CSV file spreadsheet listing Clicking on the a icon in the toolbar will display the import websites form n 1 Import Websites Add website and account information to Password Vault Select Password Vault DB Folder Browse Enter Password To Previous Version As you can see it is organized in tabs to allow you to import data from the desired source These notes below will help you import data depending on the source you choose From Password Vault when importing from another Password Vault database click the browse button to locate the folder labeled DB in the installation directory of the instance you are copying from Also enter the master password of the instance you are copying from From Browser Favorites select the boxes to the left of the favorites you want to import by clicking it The import process will create categories to match the folder that you favorites a
15. ns Password Vault User Manual Print and Export Passwords The print and export password feature is used to make a readable backup of the information that you enter into the Password Vault Of course this information should be kept in a VERY secure location as this information will not be in an encrypted format Print Passwords This feature will allow you to create a hardcopy print out of your password information You may want to use this feature to place a copy of your password in a safety deposit box or home safe Using this feature is a simple as Step Actions 1 From the main menu select File gt Print Export Passwords 2 Enter your master password and click the Ok button The Print form is displayed Clicking on the button to send the information to the printer Export Passwords This feature will allow you to save your password information in a readable electronic format This is another method to back your information to a removable media and save it in a safety deposit box or home safe To use this feature follow these steps Step Actions 1 From the main menu select File gt Print Export Passwords 2 Enter your master password and click the Ok button 3 The Print form is displayed Click on the Export tab to display the export options and directions 4 Select a delimiter for the fields in your export file or accept the default Click
16. of a program Start menu item or program shortcut Examples http login yahoo com Auto Login This is a checkbox indicating yes or no An Auto login sequence must be defined for this function to work properly See Automated Logins for detailed information 10 of 28 Copyright Bayview Software Solutions Password Vault User Manual Website Information T Maelan T Sendon Modification Date Sme Came Figure 2 When creating and editing passwords the Save and Cancel buttons appear at the bottom of the detail pane The Auto Login Sequence button is only available in Edit mode see the section on Edit a Password Add a password Follow these steps to add passwords to your vault Step Actions 1 Click on the LE button on the tool bar This will make the boxes in the 11 of 28 Copyright Bayview Software Solutions Password Vault User Manual detail pane editable and disables the menu Tree View and Tool Bar If you change your mind and don t want to add the password Click the Cancel button at the bottom of the screen Enter information into the detail pane See figure 2 above for more information on each field Click 2 button to activate the password generation feature Generate using character set s Length of Password e uH Iv EN UOI ee A B C IV Include lower case Alpha characters a b c I Include Special characters S
17. re organized in From a CSV comma separated value file Many programs will allow you to save data in the CSV format This will create a file that can be parsed by 19 of 28 Copyright Bayview Software Solutions Password Vault User Manual password vault to create entries When creating the CSV file use these header titles 1 CATEGORY 2 DESCRIPTION 3 USERNAME 4 PASSWORD Auto Login The auto login feature is one of the most exciting features of the Password Vault When selected this feature will allow the Password Vault to open a program or web page and then enter the information necessary to login to the program This easy to use feature will save you time and eliminate the frustration of routine login operations Here s how it works Let s say you have an eBay account and you want the Password Vault to open up your browser navigate to ebay com and login to your account Follow these steps to setup Password Vault Step Actions 1 Create a new password by clicking the un button see add password section for more information 20 of 28 Copyright Bayview Software Solutions Password Vault User Manual Enter your account information in the details pane up to the category Description My ebay account Username myebayusername Password eececceeoos ig Category The Other Category URL V amp utoLogi Auto Login Sequence Save Cancel Hide
18. s Pane The details pane is used to display enter and update password information The details pane also contains special buttons to access the Password Generator and the Auto Login Sequence editor Status Bar The status bar provides information about the operation of the program Tutorial Categories Categories are used to organize your passwords When you create a new category a new folder will appear in the Tree View As new passwords are created and assigned to the category they will appear under the category folder in the Tree View Figure 1 shows categories that will be available when you open your vault the Banking category is selected i ul ss xD ra Figure 1 Add a Category Follow these steps to add new categories to your vault Step Actions 1 Click on the button on the tool bar 6 of 28 Copyright Bayview Software Solutions Password Vault User Manual Enter the name of the new category into the text box then click OK Category Folder Entry Select Icon optional 3 The new category will now appear in the Tree View LJ Banking g Bayview Software Credit Cards E Database J Email E Internet E LM Intranet Em The New Category Cg Windows Edit an existing Category Follow these steps to change the name of an existing category Step Actions 1 Select the category that you want to edit in the Tree
19. ssword this is your eBay password that you saved in Password Vault 5 Enter the ENTER key Pressing the ENTER key submits the information you filled in Click on the Save button to save this login sequence The form will close and the edit password screen will be displayed 10 On the Auto Login check box to tell Password Vault that you want to send the Login Sequence automatically after click the URL hyperlink v AutoLogin Auto Login Sequence 25 of 28 Copyright Bayview Software Solutions Password Vault User Manual 11 Click on the Save button to save all changes 12 Now it is time to test your new eBay login sequence Click on the URL hyperlink Description My ebay account Username myebayusemame Password SESSOSSESSE 8 Category The Other Categor URL http signin ebay com ws2 eB ayl SAPI dll SigninssPageN ame h h sin USru http 34 www ebav com 7 The following things should happen 1 The eBay login screen should be displayed in your web browser 2 Your username and password information should be entered automatically 3 The login form should be submitted and your eBay account page should be displayed If any of the above steps does not happen don t dismay It may take several attempts to get the login sequence correct Repeat steps 7 thru 11 to make adjustments to your login sequence 26 of 28 Copyright Bayview Software Solutio
20. sword Deleting a password will remove it permanently from the vault Follow these steps to delete a password Step Actions 1 Select that password that you wish to delete in the Tree View Banking 23 Bayview Software 23 Credit Cards G Database G Email C Internet C LM Intranet X The Other Category My ebay account saa Runescape Windows TE Click on the 2 button Click on the OK button to confirm the deletion The password will be removed from the vault and no longer visible in the Tree View Confirm Delete Delete Password support bayviewsoftware net Cancel 15 of 28 Copyright Bayview Software Solutions Password Vault User Manual Setting Options Clicking on the button on the toolbar will display the options form figure 3 Clicking in the box next to the option will turn on or off the option An v in the box next to the option indicates that the option is on The following sections explain in detail what each option is options n Lock the program when minimized to system tray Iv Hide the Password with 7 characters o Copy password to clipboard when node is selected Clear clipboard after two minutes Figure 3 Lock the program when minimized When the Hide button is click the program is minimized to the system tray The system tray is typically located at the bottom right corner of your screen
21. the flash drive for easier launching of the program 7 Your USB flash drive can then be kept in synch with your hard drive installation by using the dt import websites function See Import Website section for more information 28 of 28 Copyright Bayview Software Solutions
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