4 Data Entry Types - Password Vault Manager

4 Data Entry Types - Password Vault Manager
Version 3.1
© 2012 Devolutions inc.
2
Password Vault Manager
Table of Contents
Foreword
Part I Getting Started
0
5
1 What is
...................................................................................................................................
Password Vault Manager?
5
2 System...................................................................................................................................
Requirements
5
3 Creating
...................................................................................................................................
a New Data Entry
5
4 Configuring
...................................................................................................................................
a Data Entry
6
5 Viewing
...................................................................................................................................
the Data
8
6 Opening
...................................................................................................................................
Url
8
7 Group/Folder
...................................................................................................................................
Management
9
Part II Views
13
1 All Data
...................................................................................................................................
Entry View
13
2 Favorites
................................................................................................................................... 15
3 Most Recently
...................................................................................................................................
Used
17
Part III Data Source Types
20
1 Overview
................................................................................................................................... 20
2 Managing
...................................................................................................................................
a Data Source
23
3 Amazon
...................................................................................................................................
S3
27
4 Dropbox
................................................................................................................................... 28
5 FTP ................................................................................................................................... 29
6 Microsoft
...................................................................................................................................
Access
29
7 Microsoft
...................................................................................................................................
SQL Server
30
8 MySQL
................................................................................................................................... 31
9 Remote
...................................................................................................................................
Desktop Manager Online
32
10 Remote
...................................................................................................................................
Desktop Manager Server
33
11 Web ................................................................................................................................... 33
12 XML ................................................................................................................................... 34
Part IV Data Entry Types
37
1 Common
...................................................................................................................................
Settings
37
2 Account
................................................................................................................................... 38
3 Alarm...................................................................................................................................
Codes
39
4 Bank ...................................................................................................................................
Information
40
5 Credit...................................................................................................................................
Card
41
6 Email...................................................................................................................................
Account
42
7 Note ................................................................................................................................... 45
© 2012 Devolutions inc.
Contents
3
8 Other................................................................................................................................... 46
9 Serial...................................................................................................................................
(add-on)
46
10 Web ................................................................................................................................... 47
Part V Common Features
50
1 Advanced
...................................................................................................................................
Description
50
2 Auto Fill
................................................................................................................................... 52
Chrom e Extension
.......................................................................................................................................................... 53
Firefox Extension
.......................................................................................................................................................... 57
IE Extension .......................................................................................................................................................... 62
3 Command
...................................................................................................................................
Line Arguments
64
4 Dashboard
................................................................................................................................... 64
5 Import
...................................................................................................................................
Data Entries
65
6 Options
...................................................................................................................................
Dialog
66
7 Keyboard
...................................................................................................................................
Shortcuts
66
8 Search/Filter
................................................................................................................................... 67
9 Security
................................................................................................................................... 68
10 System
...................................................................................................................................
Tray icon
69
Part VI Professional Features
71
1 Attachments
................................................................................................................................... 71
2 Data Entry
...................................................................................................................................
Log
71
3 Offline
...................................................................................................................................
Mode
73
4 User Management
................................................................................................................................... 74
Part VII Installation
79
1 Client...................................................................................................................................
Installation
79
2 Configuration
...................................................................................................................................
File Location
79
3 Portable
...................................................................................................................................
(USB)
80
4 Registration
................................................................................................................................... 81
5 Uninstall
................................................................................................................................... 82
6 Add-ons
................................................................................................................................... 82
7 Configure
...................................................................................................................................
SQL Server
84
Part VIII FAQ (frequently asked questions)
87
Part IX Technical Support
89
Part X Follow Us
91
Index
0
© 2012 Devolutions inc.
3
Getting Started
Part
I
Getting Started
1
Getting Started
1.1
What is Password Vault Manager?
5
Description
Password Vault Manager is a product used to manage all your passwords and your
sensitive information.
Keep your credit card numbers, your bank accounts, your serial numbers or your
alarm codes in an organized and secure database. Share with your team members
only what they need to know and keep your data safe.
Web Site
Credentials
Bank information
Credit card information
Email account
Alarm codes
Note
And more
1.2
System Requirements
Minimum Requirements
Windows 7, Windows XP (SP2 or later), Windows XP Embedded, Windows Vista, Window 2003 or
Windows 2008
Microsoft .NET Framework 3.5
800MHz processor
512MB RAM
1024 x 768 screen resolution
10+ MB hard drive space
64-bit Support
Password Vault Manager is compatible with all 64-bit versions of Windows, starting with Windows Vista
SP1. However, it has not been tested on Windows XP 64-bit. Please use the app at your own risk.
1.3
Creating a New Data Entry
Overview
To start using Password Vault Manager you must configure a data entry. There are many types of data
entries; you should be familiar with the data entry type(s) that you plan on configuring. Password Vault
Manager supports the following data entry types:
Web
Data Entry
© 2012 Devolutions inc.
6
Password Vault Manager
Creating a Data Entry from the Context Menu
The easiest way to create a new data entry is by using the Insert key or from the Context Menu. On the
main application window, simply right-click Data Entries and select New Entry from the menu. The new
entry window will prompt for the entry type. Templates had been setup for many common web sites.
Search through and choose the appropriate template or simply choose Data Entry
Web for a generic
web site. You will be prompted with the data entry property window to customize your settings.
Adding a new data entry
Creating a Data Entry by Importing its Configuration
You can also import a data entry by using the File Import, or by importing its configuration directly
from one any compatible applications supported by our importing tools. To learn more see here.
1.4
Configuring a Data Entry
Description
Each data entry type has its own specific settings. However, some common settings are shared.
© 2012 Devolutions inc.
Getting Started
7
Data entry edition dialog
Title
Description
Name
The name of the data entry that appears in the data entries list.
Group / folder
This is used to organize the data entry in different folders, either in the context
menu or in the tree view. Learn more here.
Security Group
In the Professional edition, allows the Administrator to assign a security group to
a data entry, and permit a subset of selected users to see this data entry.
Url
Url of the web page for this entry. Url will be used to navigate to the web site.
Machine name
Machine name
Employee
Employee name
More tap page
Contains the data entry description, the keyword entries and typing macro
information. The data entry description can be in plain text, in rich text format, or
a website link.
Information tab
page
Contains different types of information related to the data entry, such as the
machine specifications or some useful notes. Custom information can also be
added.
Advanced tab
page
Contains more advanced settings related to the data entry.
© 2012 Devolutions inc.
8
1.5
Password Vault Manager
Viewing the Data
Description
You may open a data entry by double clicking it in the data entries list, or by using the context menu.
If the View embedded option was selected, the view will open embedded within Password Vault
Manager.
Opening an existing data entry
1.6
Opening Url
Description
You may open web site by using the context menu Open Url or by using Ctrl+Enter while the item is
selected.
© 2012 Devolutions inc.
Getting Started
9
Opening a w eb site
Auto Fill
Auto fill of username and password is supported on most web sites and in most browsers. Plugins/AddOns/Extensions need to be installed to support this feature.
Learn more about Auto Fill here.
1.7
Group/Folder Management
Description
Groups or folders are used to organize your data entries in a logical way. It's possible to create groups
and sub groups, which Password Vault Manager will automatically sort alphabetically.
Groups can be created in two different ways:
Via the data entry properties
From the data entry tree view
Creating Groups via the Data Entry Properties
Groups can be specified in the data entry properties. Simply fill this field with your desired group name,
and Password Vault Manager will generate the corresponding tree structure. Use the backslash ( \ ) to
create a sub group.
Basic group scructure
For example, "Office\Montreal" will create two nodes in the tree:
Office
Montreal
© 2012 Devolutions inc.
10
Password Vault Manager
Modified group structure w ith a new node
Creating Groups from the Tree View
By right clicking the root node of a group or an existing data entry, a context menu appears allowing you
to create a new group.
Add group from the data entry context m enu
The "Add Group" dialog box will then prompt you to enter the name of the group, and choose its parent
group.
© 2012 Devolutions inc.
Getting Started
11
Group edition dialog
Once a group is created, you can add a data entry by using the menu, or by dragging its node directly to
the content of the group.
© 2012 Devolutions inc.
Views
Part
II
Views
2
Views
2.1
All Data Entry View
13
Description
This is the default view, and lists all existing data entries. The visual structure can be a list or tree view.
Available data entry view s
The list can contain a large number of data entry configurations. Use the filter box at the bottom of the
screen to help you find what you need. Learn more about this feature here.
Tree View
The tree view offers the most flexible display mode.
© 2012 Devolutions inc.
14
Password Vault Manager
Tree view
List View
The list view displays the data entries as icons, titles or details.
© 2012 Devolutions inc.
Views
15
List view
2.2
Favorites
Description
This view contains all of your favorite data entries that have been configured in the current data source.
Favorite view
There are two types of favorite data entries:
Shared favorites
Local favorites
Shared favorites are shared by all users who are connected to the data source, and are directly
configured from the data entry.
© 2012 Devolutions inc.
16
Password Vault Manager
Local favorites are flagged locally on the current machine by the current user. The settings are saved in
the application settings.
Adding a Data Entry to the Shared Favorites
You may add or remove a data entry from the shared favorites by editing its properties.
Data entry settings dialog
You can also use the context menu to include or remove a data entry from your favorites. To do this,
right click on the data entry.
Adding a Data Entry to the Local Favorites
The local favorites or user favorites can be added through the data entry's context menu.
© 2012 Devolutions inc.
Views
17
Data entry context m enu
2.3
Most Recently Used
Description
This view show the most recently used data entries for a specific data source on the local computer.
© 2012 Devolutions inc.
18
Password Vault Manager
Most recently view
© 2012 Devolutions inc.
Data Source Types
Part
III
20
Password Vault Manager
3
Data Source Types
3.1
Overview
Description
All data entries are saved in a data source. Password Vault Manager supports multiple types of data
source. To start, decide which data source you’ll be using. If you’re running the Standard edition, you’ll
be running from the local data source (which is an Xml file by default).
Data source options
Data Source Types
Name
Amazon S3
storage
Description
Pros and cons
Password Vault Manager saves the
settings in a file located in an Amazon S3
bucket.
Pros:
Can be shared in read-only mode
Backups (by Amazon) are automatic
Amazon S3 is a storage service for the
Internet. It's designed to make web-scale
computing easier for everyone.
Cons:
You must have an Amazon account and
pay storage fees
No security management
Amazon S3 provides a simple web services There is a possibility for conflict or data
interface that can be used to store and
corruption to occur
© 2012 Devolutions inc.
Data Source Types
retrieve any amount of data, at any time,
from anywhere on the web, and Password
Vault Manager use its API to persist your
data entry settings.
21
Doesn't support all features, such as
attachments, connection logs and
security access
More details on cloud computing and
Amazon S3 can be found at:
http://aws.amazon.com/s3/
Dropbox
Password Vault Manager uses the
Dropbox API to retrieve the XML file from
the configured repository.
Pros:
Can be shared in read-only mode
Backups (by Dropbox) are automatic
Storage infrastructure is free
Cons:
No security management
There is a possibility for conflict or data
corruption to occur
Doesn't support all features, such as
attachments, connection logs and
security access
FTP
Password Vault Manager uses an FTP
connection to retrieve the XML file.
Pros:
Can be shared in read-only mode
Easy to deploy online
Cons:
No security management
There is a possibility for conflict or data
corruption to occur
Doesn't support all features, such as
attachments, connection logs and
security access
Microsoft
Access
Password Vault Manager saves the
settings in a Microsoft Access database
on the local machine, or on a network
share.
Pros:
Easy setup
Can be shared
Easy backup
Microsoft Access is a pseudo relational
database management system from
Microsoft, which combines the relational
Microsoft Jet Database Engine with a
graphical user interface and software
development tools.
Cons:
Slower than SQL Server
No security management
There is a possibility for conflict or data
corruption to occur
Doesn't support all features, such as
attachments, connection logs and
security access
Microsoft SQL Password Vault Manager uses the power Pros:
Server
of SQL Server to save and manage all data
Quick
entries. This is the recommended data
Reliable
source for a multi-user environment.
Secure
Supports all features, such as
Note: SQL Server 2000 is not supported.
attachments, connection log, offline
mode and security management
SQL Server Express is free
© 2012 Devolutions inc.
22
Password Vault Manager
Cons:
SQL Server must be installed
MySQL (add- Password Vault Manager uses a mySQL
on)
database to store data entry information.
Pros:
Quick
Reliable
The database is free and can be installed
on Linux
Cons:
No security management
Doesn't support all features, such as
attachments, connection logs and
security access
Remote
Desktop
Manager
Online
Password Vault Manager connects to
Devolutions' online repository.
Pros:
Quick
Reliable
Secure
Supports all features, such as
attachments, connection log, offline
mode and security management
Cons:
Not hosted internally
This will not be free permanently
Remote
Desktop
Manager
Server
Password Vault Manager connects to a
Remote Desktop Manager Server
repository.
Pros:
Quick
Reliable
Secure
Supports all features, such as
attachments, connection log, offline
mode and security management
SQL Server Express is free
Cons:
Can be hosted internally
This will not be free permanently
XML file
storage
Password Vault Manager saves the
settings directly in a file with the XML
format.
Pros:
Easy backup
Can be edited manually or by an external
system
Nothing to install
Cons:
No possibility of sharing
No security management
There is a possibility for conflict or data
corruption to occur
Doesn't support all features, such as
attachments, connection logs and
security access
© 2012 Devolutions inc.
Data Source Types
Web
Password Vault Manager uses a Web
connection to retrieve the XML file.
23
Pros:
Easy backup
Can be edited manually or by an external
system
Nothing to install
Cons:
No possibility for sharing
Read-only
Doesn't support all features, such as
attachments, connection logs and
security access
Multiple Data Sources
You can configure multiple data sources within the application. These data sources can mixed, but there
can only be one active data source at a time.
It's also possible to switch from one data source to another via the data source combo box. You may
assign a default data source in the data source dialog. The default data source will be open when
Password Vault Manager starts.
Choose your current data source
3.2
Managing a Data Source
Import/Export Data Source
You can simplify deployment for multiple users by importing or exporting the data source. The generated
file will have an .rdd extension. Password Vault Manager allows you to export the online data source
settings directly to an .rdd file. Simply open the data source dialog (File Data Sources...) to import or
export the file.
© 2012 Devolutions inc.
24
Password Vault Manager
Im port / export data source toolbar
Also, a locked data source can be exported and imported, but its content will not be accessible unless a
password is entered. See below for more information.
Lock Data Source
To protect sensitive data in your data source configuration (e.g. server URL or credentials), you may
wish to lock the data source before you install it for you users. You can do this by using the Lock/
Unlock button from the toolbar.
Lock data source toolbar
The locked data source will required a password. The password must be set when the lock is applied.
© 2012 Devolutions inc.
Data Source Types
25
Lock data source dialog
Please note: There is NO way of unlocking the data source if the password is lost of forgotten. In such
an event, you will need to configure a new data source.
Data Source Settings
With SQL Server and Remote Desktop Manager Online, you can set different data source settings.
These settings help ensure that the application is secure. Theses settings are available via File
Administration Data Source Settings
Data source settings dialog
© 2012 Devolutions inc.
26
Password Vault Manager
Security Provider
The security provider is responsible for encrypting the data in the database. It's available with SQL Server
and Remote Desktop Manager Online only.
Select the provider you wish, and configure it by using the menu File
Provider...
Administration
Security
Security provider dialog
Please note that changing a security provider when many data entries have previously been configured
may take a bit of time. We advise you to create a backup prior to doing this.
Security Provider
Description
None
The data entry data is not encrypted at all.
Basic
All of the data is encrypted in the database, and it's impossible for an
external system to access it.
Default
This is the legacy security provider. The data is encrypted if the data entry
configuration is set accordingly in the advanced settings.
Shared passphrase
All of the data is encrypted with a mix of our key, a salt and the
passphrase. This is the most secure encryption, but if the passphrase is
lost, there is nothing that can be done to recover the data.
By using your own passphrase with Remote Desktop Manager Online, you ensure that nobody can read
your data entries, even if people have direct access to your database(s).
Note: Regardless of the security provider you select, the password is encrypted at least once in the
database. There is no password stored in clear text at any time.
© 2012 Devolutions inc.
Data Source Types
3.3
27
Amazon S3
Description
Password Vault Manager saves the settings in a file located in an Amazon S3 bucket.
Amazon S3 is storage for the Internet. It is designed to make web-scale computing easier for everyone.
Amazon S3 provides a simple web services interface that can be used to store and retrieve any amount
of data, at any time, from anywhere on the web and Password Vault Manager uses this API to persist
your data entry settings.
More details on cloud computing and and Amazon S3 can be found at: http://aws.amazon.com/s3/
Am azon S3 setting dialog
Highlights
This data source can be shared over the Internet between multiple users
No conflict management
This is a file-based data source, based on the XML data source
To avoid data corruption, the data entry list should be modified by one user at a time
© 2012 Devolutions inc.
28
3.4
Password Vault Manager
Dropbox
Description
Password Vault Manager uses the Dropbox API to retrieve the XML file from the configured repository.
There is no need to install the Dropbox client on the machine to open the data source. It is also possible
to configure more than one Dropbox account on the same machine.
Dropbox setting dialog
Highlights
This data source can be shared over the Internet between multiple users
No conflict management
The data source supports auto refresh
This is a file-based data source, based on the XML data source
To avoid data corruption, the data entry list should be modified by one user at a time
No need to have the Dropbox client installed to use the Dropbox data source
Each Dropbox data source can use a different Dropbox account
© 2012 Devolutions inc.
Data Source Types
3.5
29
FTP
Description
Password Vault Manager downloads and uploads the data entries list directly from file located on an
FTP site.
FTP setting dialog
Highlights
This data source can be shared over the Internet between multiple users
No conflict management
This is a file-based data source, based on the XML data source
To avoid data corruption, the data entry list should be modified by one user at a time
3.6
Microsoft Access
Description
Password Vault Manager saves the settings in a Microsoft Access database, located on the local
machine or on a network share.
© 2012 Devolutions inc.
30
Password Vault Manager
Microsoft Access is a pseudo relational database management system from Microsoft, which combines
the relational Microsoft Jet Database Engine with a graphical user interface and software development
tools.
Access settings dialog
Highlights
This data source supports the native Access database password (Note that the password must be set
using Microsoft Access directly -- Password Vault Manager does not allow you to set or change the
database, because it require an exclusive connection to it)
The offline mode is supported by this data source
The database can be shared by multiple users on a network drive, but the performance and the data
integrity can't be guaranteed
3.7
Microsoft SQL Server
Description
Password Vault Manager uses the power of SQL Server to save and manage all data entries. This is the
recommended data source type for a multi-user environment.
Note: SQL Server 2000 is not supported.
© 2012 Devolutions inc.
Data Source Types
31
SQL Server setting dialog
Highlights
This data source allows user management with a superior security model
The offline mode can be used when the server is unavailable, or when the user is on the road
Full connection log and attachments support
The data source supports an auto refresh at specific interval
Microsoft SQL Azure can be used to create an online database. Get more detail on SQL Azure here
A proper database backup strategy should be implemented to minimize possible data loss
3.8
MySQL
Description
Password Vault Manager uses a MySQL database to store the data entry data. The MySQL data source
is an add-on. It must be installed separately, and is only supported in the Professional edition.
© 2012 Devolutions inc.
32
Password Vault Manager
MySQL setting dialog
Highlights
The data can be shared on a MySQL database installed on either Windows or Linux
3.9
Remote Desktop Manager Online
Description
Remote Desktop Manager Online is a hosted repository managed by Devolutions. The Password Vault
Manager client connects directly to the data source. More details are here.
© 2012 Devolutions inc.
Data Source Types
Rem ote Desktop Manager Online setting dialog
Highlights
No VPN required to access the data
Full connection logs
Hosted on Microsoft Windows Azure and Microsoft SQL Azure
This data source allows user management with security groups
The offline mode can be used when the server is unavailable, or when the user is on the road
3.10
Remote Desktop Manager Server
Enter topic text here.
3.11
Web
Description
Password Vault Manager reads the data entries lists directly from a file located on a web site.
© 2012 Devolutions inc.
33
34
Password Vault Manager
Web setting dialog
Highlights
This read-only data source can be shared over the Internet between multiple users
This is a file-based data source, based on the XML data source
Supports Windows authentication in IIS
3.12
XML
Description
Password Vault Manager saves the settings directly in a file with the XML format.
© 2012 Devolutions inc.
Data Source Types
35
XML setting dialog
Highlights
This is a very simple data source and it can be modified or generated by an external tool
It's possible to configure auto refresh and share the file on a network share
There is no locking mechanism -- therefore only one user at the time should modify the list
This is a good replacement for the Access data source, or for users who have problems with their
MDAC driver (Microsoft Access database connector)
© 2012 Devolutions inc.
Data Entry Types
Part
IV
Data Entry Types
4
Data Entry Types
4.1
Common Settings
37
Description
Title
Description
Name
The name of the data entry that appears in the data entries list.
Group / folder
This is used to organize the data entry in different folders, either in the context
menu or in the tree view. Learn more here.
Security Group
In the Professional edition, allows the Administrator to assign a security group to
a data entry, and permit a subset of selected users to see this data entry.
Url
Url of the web page for this entry. Url will be used to navigate to the web site.
Machine name
Machine name
Employee
Employee name
More tap page
Contains the data entry description, the keyword entries and typing macro
information. The data entry description can be in plain text, in rich text format, or
a website link.
Information tab
page
Contains different types of information related to the data entry, such as the
machine specifications or some useful notes. Custom information can also be
added.
Advanced tab
page
Contains more advanced settings related to the data entry.
© 2012 Devolutions inc.
38
Password Vault Manager
Data entry com m on settings
4.2
Account
Description
The Account data entry type is used for storing account information including user name, domain &
password.
Values
Name
Secured
Description
User name
The user name associated to the account
Domain
The domain associated to the account
Password
Yes
The password associated to the account
Enable web browser
extension link
Data entry will be available for the auto fill feature
Password only
available to
administrator
Must be administrator to be able to view/reveal password the
password
© 2012 Devolutions inc.
Data Entry Types
39
Data entry Account settings
4.3
Alarm Codes
Description
The Alarm Codes data entry type is used for securely storing employee/alarm code pairings.
Values
Name
Secured
Employee
Alram code
Description
The employee name
Yes/No
The alarm code
Is hidden
Is the alarm code hidden (secure). On export a hidden alarm
code will be encrypted
Employee code
The employee code
Note
Alarm code note
Actions
View - View selected alarm code
Add - Add new alarm code
Change - Change selected alarm code
Delete - Delete selected alarm code
© 2012 Devolutions inc.
40
Password Vault Manager
Data entry Account settings
4.4
Bank Information
Description
The Bank Information data entry is useful for storing sensitive banking information such as account
number & PIN.
Values
Name
Secured
Description
Bank name
Reference bank name
Account number
Bank account number
PIN
Yes
Bank account PIN number
Phone
Bank phone number
Address
Bank address
Contact
Bank contact
© 2012 Devolutions inc.
Data Entry Types
41
Data entry Bank Inform ation settings
4.5
Credit Card
Description
The Credit Card data entry is useful for storing sensitive credit card information such as card number,
PIN or CVC.
Values
Name
Secured
Description
Card owner
Credit card owner as it appears on the actual card
Card type
Card type, choose from the list or type in the card type if it is
not available in the list
Card number
Yes/No
Credit card number as it appears on the actual card
Expiration
Yes/No
Expiration date as it appears on the actual card
Validation (CVC)
Yes/No
The 3 or 4 digit security code as it appears on the back of the
card
PIN
Yes/No
The PIN number for the card
Is hidden
© 2012 Devolutions inc.
Controls the security information for this card. If hidden is set
all secured fields will be encrypted on export and hidden in
view mode.
42
Password Vault Manager
Data entry Credit Card settings
4.6
Email Account
Description
Securely store email account settings including POP3/IMAP/SMTP servers, user name & passwords.
Values
Name
Secured
Description
Your name
Account name
Email
Email
S/MIME
Does this email account require/use Secure/Multipurpose
Internet Mail Extensions
© 2012 Devolutions inc.
Data Entry Types
Data entry em ail General settings
Name
Secured
Description
Host name
POP3 host name
Port
POP3 port, default 110
User name
POP3 user name
Password
Yes
POP3 password
SSL
POP3 requires SSL connection
Authentication
POP3 authentication mode
Data entry em ail POP3 settings
Name
Secured
Description
Host name
IMAP host name
Port
IMAP port, default 110
User name
IMAP user name
Password
Yes
IMAP password
SSL
IMAP requires SSL connection
Authentication
IMAP authentication mode
© 2012 Devolutions inc.
43
44
Password Vault Manager
Data entry em ail IMAP settings
Name
Secured
Description
Host name
SMTP host name
Port
SMTP port, default 110
My outgoing server
(SMTP) requires
authentication
Does the SMTP server require authentication
Use same settings as
my incoming mail
server
Use POP3 or IMAP settings for the outgoing server
authentication
User name
SMTP user name
Password
Yes
SMTP password
SSL
SMTP requires SSL connection
Authentication
SMTP authentication mode
© 2012 Devolutions inc.
Data Entry Types
Data entry em ail SMTP settings
4.7
Note
Description
Note data entry is a simple free form note allowing you to securely store any type of free from
information.
Values
Name
Secured
Description
Note
Yes/No
Any free form RTF text
Is hidden
Data entry Note settings
© 2012 Devolutions inc.
Controls the encryption of the note on export and view
45
46
4.8
Password Vault Manager
Other
Description
The Other data entry type is used for securely storing name/value pairings of information.
Values
Name
Secured
Name
Value
Description
Name of the settings
Yes/No
Is hidden
Value of the settings
Is the value hidden (secured). On export a hidden value will
be encrypted
Actions
View - View selected name/value
Add - Add new name/value
Change - Change selected name/value
Delete - Delete selected name/value
Data entry Other settings
4.9
Serial (add-on)
Description
Serial is a data entry add-on the provides the ability to store software serial number information.
Including version, expiry date, name and license key.
Values
Name
Secured
Description
© 2012 Devolutions inc.
Data Entry Types
Software
Software name
Version
Software version number
Registration name
Registered user name
Expiration
License expiration date
Multi licenses
Store multiple license keys or a single key
License
Single key or list of keys
47
Data entry Serial (add-on) settings
4.10
Web
Description
The Web data entry type is used for storing web site credential information including user name, &
password.
You can chose from over 55 pre-built templates to help eliminate guess work.
Values
Name
Secured
User name
Password
Description
The user name associated to the account
Yes
The password associated to the account
Enable web browser
extension link
Data entry will be available for the auto fill feature
Password only
available to
administrator
Must be administrator to be able to view/reveal password the
password
Actions
© 2012 Devolutions inc.
48
Password Vault Manager
You can chose from over 55 pre-built templates to help eliminate guess work.
Data entry Web settings
© 2012 Devolutions inc.
Common Features
Part
V
50
Password Vault Manager
5
Common Features
5.1
Advanced Description
Description
Password Vault Manager supports three description types:
Plain text description
RTF description
External URL description.
The description is displayed in bold on the dashboard
Plain Text Description (Basic)
This is the most basic description, and is simply a text without formatting.
Plain text description
RTF Description (Advanced)
The RTF (Rich Text Format) description offers more formatting options, and allows you to change:
Text color
Font size
Font style
Text alignment
You can also create lists (numbered and bullets).
© 2012 Devolutions inc.
Common Features
51
RTF description editor
Password Vault Manager will display the description exactly the way it was formatted in the editor.
RTF text description
External URL Description (Advanced)
The description may also be a link to a website (e.g. on a server in the Intranet). By using data entry
variables ($SESSION_ID$, $SESSION_NAME$, etc.), the website can be generated on-the-fly as an
HTML page, and its URL returned. This lets you integrate an external system or a custom application.
External URL description
© 2012 Devolutions inc.
52
5.2
Password Vault Manager
Auto Fill
Description
Web browser auto fill is only available for Internet Explorer 8 or better.
Installation
Chrome Extension
Firefox Extension
IE Extension
Creating Data Entries
Web & Account data entry types both support Auto Fill. They must how ever be configured to allow web
browser extension links. The Url field must be the url of the login page for the given page (Ex. http://
login.live.com). You must also enable the Enable web browser extension link option.
Auto fill support
Troubleshoot
Data entries must be marked(checked) as Enable web browser extension link for auto fill feature to
work.
© 2012 Devolutions inc.
Common Features
53
If Password Vault Manager is configured with multiple data sources only the currently active data source
will be queried.
When multiple data entries match the web site Password Vault Manager will prompt for you to select a
specific data entry.
Select specific data entry
5.2.1
Chrome Extension
Description
Password Vault Manager - Chrome Extension
Installation
Start Chrome
Go here & download the .crx file Password Vault Manager for Chrome Extension
Install Chrom e Extension
Confirm the installation
© 2012 Devolutions inc.
54
Password Vault Manager
Confirm Chrom e Extension Installation
Installation is now complete, you should see a confirmation window (top right of Chrome)
Passw ord Vault Manager For Chrom e is now installed
To view/manager all installed Chrome extensions Tools -> Extensions
Passw ord Vault Manager For Chrom e is now installed
Using
Open Password Vault Manager if not already started
You will need to configure the Password Vault Manager for Chrome extension of first use
© 2012 Devolutions inc.
Common Features
Connect Extension to RDM
Open a web site that has been configured in Password Vault Manager
Check the status of the extension
Connect Extension to RDM
Right click in either the username or password field and select the fill option
© 2012 Devolutions inc.
55
56
Password Vault Manager
Select Fill Option
Result
© 2012 Devolutions inc.
Common Features
Sam ple w eb site populated w ith Passw ord Vault Manager auto fill feature
Troubleshoot
If an error occurs the extension icon will show the error icon. Simply click on the icon for further
information.
Sam ple Extension Error
5.2.2
Firefox Extension
Description
Password Vault Manager - Chrome Extension
Installation
Start Firefox
Go here & download the .xpi file Password Vault Manager - Firefox Extension
© 2012 Devolutions inc.
57
58
Password Vault Manager
Allow Passw ord Vault Manager Firefox Extension
Confirm the installation
Confirm Passw ord Vault Manager Firefox Extension Installation
Restart Firefox
© 2012 Devolutions inc.
Common Features
Restart Firefox
To view/manager all installed Firefox extensions see Odd-ons menu
Passw ord Vault Manager For Firefox is now installed
Using
Open Password Vault Manager if not already started
Open a web site that has been configured in Password Vault Manager
Right click in either the username or password field and select the fill option
© 2012 Devolutions inc.
59
60
Password Vault Manager
Select Fill Option
You will need to configure the Password Vault Manager for Firefox extension on first use
© 2012 Devolutions inc.
Common Features
Connect Extension to RDM
Right click again
Result
Sam ple w eb site populated w ith Passw ord Vault Manager auto fill feature
Troubleshoot
You may need to re-configure the Password Vault Manager for Firefox extension once in a while
© 2012 Devolutions inc.
61
62
5.2.3
Password Vault Manager
IE Extension
Description
Web browser auto fill is only available for Internet Explorer 8 or better.
Installation
Download (here) & install the Internet Explorer Extension
Start Internet Explorer
If prompted to enable, make sure to enable
Enable Passw ord Vault Manager For IE add-on
Restart Internet Explorer
Using
Open Password Vault Manager if not already started, make sure it is not locked
Open a web site that has been configured in Password Vault Manager, you should have the
username & password automatically populated and both text boxes should now be light-blue
© 2012 Devolutions inc.
Common Features
63
Sam ple w eb site populated w ith Passw ord Vault Manager auto fill feature
Troubleshoot
Double check that the add-on is in fact enabled. In Internet Explorer on the Managne add-ons window.
© 2012 Devolutions inc.
64
Password Vault Manager
Enable/Disable Passw ord Vault Manager for IE
5.3
Command Line Arguments
Usage
Password Vault Manager can be executed in a command line. However, some features are only
available in the Profesionnal edition.
usage: PasswordVaultManager.exe [parameters]
/Silent
Execute the application minimized in a system tray icon. This option cannot be combined with other
parameters.
/RegisterUser:"{registration user}"
Change the Password Vault Manager username. The value must be in double quotes.
/RegisterSerial:"{serial number}"
Change the Password Vault Manager serial number. The value must be in double quotes.
5.4
Dashboard
Description
The dashboard displays a quick view showing possible actions, or information for the current data entry
or group. It contains the same actions that are found in the context menu.
© 2012 Devolutions inc.
Common Features
65
Dashboard for a specific data entry
5.5
Import Data Entries
Import from a File
Password Vault Manager can import data entries from different types of files:
.pvm (Password Vault Manager native export format)
Importing from Another Application
You can also import your data entries list from an existing application. Your configuration must not be
encrypted, in order to allow Password Vault Manager to parse the content.
The list of the supported applications includes:
1Password (https://agilebits.com/onepassword)
KeePass (http://keepass.info/)
Password Agent (http://www.moonsoftware.com/pwagent.asp)
RoboForm (http://www.roboform.com/)
© 2012 Devolutions inc.
66
Password Vault Manager
This feature can be found in the application menu File > Import From Other Application
Im port from other application m enus
5.6
Options Dialog
Description
Password Vault Manager contains many option pages such as:
UI options
Start/close options
Quick connect
Search filters
Tray icon/taskbar setting
Installation/default path
Templates
Security settings
5.7
Keyboard Shortcuts
Open Data Entry
Enter: Open data entry
Ctrl+Enter: Open url
Edit Mode
F11: Save & close
Edit Data Entry
Ctrl+N: Add a new data entry
© 2012 Devolutions inc.
Common Features
67
Ctrl+D: Create a copy of the current data entry
Ctrl+Del: Delete the selected data entries
F2: Rename the data entry or the group
View
F3: Show the data entry list (tile view)
F4: Show the data entry list (list view)
F5: Refresh the current list
F6: Show the entry list (large icon)
F7: Show the entry list (tree view)
F8: Show the opened data entry view
F9: Show the most recently used view
F10: Show the favorite entry view
F11: Show the local usage log
F12: Show the entry list (detail view)
Ctrl+F4: Close the current tab page
Alt+F6: Hide / show the header panel
Alt+F7: Hide / show the footer panel
Alt+F8: Hide / show the entry panel
Alt+F9: Hide / show the tabbed panel
Miscellaneous
F1: View online help (http://help.passwordvaultmanager.com/)
5.8
Search/Filter
Description
It's also possible to apply a filter by typing some characters in the filter box. The filter is applied using
the specified settings in the application's options. It's possible to include the following in the filter:
Entry name
© 2012 Devolutions inc.
68
Password Vault Manager
Group name
Description
Keywords
Favorites
Filter box and m enus
If the data entry view is hidden, a dialog will appear with the filtered content.
5.9
Security
Description
All passwords stored in the data source are encrypted using a strong encryption algorithm. As such,
even if a user accesses the data directly in the data source the password remain unreadable.
Our application relies on the Advanced Encryption Standard (AES) algorithm to protect all your sensitive
data. A mix of our own private key and your master password (passphrase) is used to create a strong
encryption key (256-bit key).
This cipher is regarded as being very secure. AES/Rijndael became effective as a U.S. Federal
government (NIST) standard and is approved by the National Security Agency (NSA) for top secret
information.
Tips
© 2012 Devolutions inc.
Common Features
69
It's also possible to enforce the security by:
Using SQL Server and give restricted user access
Using the database settings
Using the security provider with a pass phrase to encrypt everything and not just the sensitive data
5.10
System Tray icon
Description
Password Vault Manager also lets you show the data entry list and other useful information in the
Windows system tray. You can also customize the content. To open a data entry, click on it or use the
context menu by right-clicking on the icon to access more options.
Trayicon view
The application's options window contains many settings that enable you to customize the system tray
icon settings. You can also disable it from here, or change its default behavior.
System Tray Icon Section
Section name
Description
Data Entry List
Shows the data entries from the current data source. Data entries are listed by
default, you it's also possible to include onlythose who are marked as favorites.
Data Sources
Lists the available data source and allows the user to switch dynamically from
one to another. This section only appears if it's enabled and more than one
data source is configured.
Opened Data Entries
Lists all the opened data entries exactly like the opened data entries view.
Tools
Lists all the configured tools like the configured tools view.
Quick Connect
Prompts for the quick connect dialog to open an add-hoc connection with a
specific type or a selected template.
© 2012 Devolutions inc.
Professional
Features
Part
VI
Professional Features
6
Professional Features
6.1
Attachments
71
Description
With the Professional edition and the SQL Server data source, you can add an attachment to a data
source. The file is stored in the database.
Attachm ent list
The attachment can be any type and any size, depending on your bandwidth and database. You can
also view a saved attachment from: the data entry context menu, the data entry properties, or directly on
the dashboard.
6.2
Data Entry Log
Description
Password Vault Manager supports two types of logs:
Local data entry log, which is file based
Share data entry log, in a database
© 2012 Devolutions inc.
72
Password Vault Manager
Local Data Entry Log
A basic local logging system is automatically available by default. This allows the system administrator
to view the log file for all data entry activities on the current machine. It's available on the local machine
only via the menu View Local Connection Log.
Local connection log
The log is written directly to a file in the settings folder.
Shared Data entry Log
The shared data entry log offers a more robust solution. Through it, it's possible to monitor an opened
data entry for all users by using the SQL Server, or the Remote Desktop Manager Online data source.
The log is available for a specific data entry in the context menu View Logs, in the data entry
configuration (Log tab page), and in the dashboard.
The log contains all the CRUD (add, edit and delete) operations, including the time and the username. It
also contains all the details about the open/closed data entries, including those from the VPN.
© 2012 Devolutions inc.
Professional Features
73
Data entry logs
It's also possible to view in real time who is connected by ticking the checkbox "Show live data entry
only." This will filter the list to display only the opened data entries in the grid.
The data entry log can be visualized in a global view by using the shared connection log (View Shared
Connection Log). Use this view to find information for multiple data entries for a specific time, or for a
specific user. The window is similar to a search tool and it offers multiple filter types, including:
User name
Machine name
Time period
Shared connection log panel
6.3
Offline Mode
Description
The offline mode allows you to connect to a read-only copy of the data source when the live database is
unavailable. It can be used when the VPN connection is down, or when a user is working from a
© 2012 Devolutions inc.
74
Password Vault Manager
disconnected network.
This feature is only available with the SQL Server data source, and it must be enabled in the settings.
Password Vault Manager will automatically switch to offline mode when the application is unable to
reach the data source.
You can also manually activate the offline mode by using the menu File > Go Offline. You can then
reconnect to the live database when the connection is back online by using the menu File > Go Online.
6.4
User Management
Description
With the SQL Server data source, you can create users and give them security access. By default, all
SQL Server SYSDBA users are administrators. You must be administrator of the database (not
Password Vault Manager) to create users and assign rights. The user/group administration is available
from the menu in File > Administration, and only when a SQL Server data source is selected.
Adm inistration m enus
Security Groups are used to classify entries and restrict access to certain users. There is no direct
relationship between Active Directory and Security Groups. By default, every entry is created without
security groups, and is visible to all connected users.
Steps:
1.
2.
3.
4.
Assign the security group to the entry
Create the security groups
Create the required users
Link the security group to a user
Notes: All entries without security groups are considered public.
Creating Security Groups
© 2012 Devolutions inc.
Professional Features
75
Security groups are created from the menu in File > Administration.
Security group dialog
Assigning a Security Group to a Data Entry
Security groups can be assigned to data entries using the entry's property window. Each entry can only
have one security group assigned.
Data entry configuration - security group
Creating Required Users
If you wish, you can create a user linked to a domain. This dialog will create a login in SQL Server and a
user in the current database. The login name is used to connect to the SQL Server, and the username is
used to connect to the database. Typically, these have the same name.
© 2012 Devolutions inc.
76
Password Vault Manager
If the connection already exists in the SQL Server database, the user will be created by using the
existing password instead of the new one. You can assign different security options to a user, such as
the offline mode, a read-only mode, and more. However, there is currently no way to inherit security
rights from a group. They must be assigned individually for each user.
User dialog
Linking a Security Group to a User
In the user editor, you can check or uncheck groups. A user with administrator rights has access to all
of the configured entries from all groups.
© 2012 Devolutions inc.
Professional Features
User dialog - groups
© 2012 Devolutions inc.
77
Installation
Part
VII
Installation
7
Installation
7.1
Client Installation
79
Description
You can install Password Vault Manager by downloading the setup files or the binaries.
Setup
1. Execute the setup
2. Select the standard edition, or enter your user name and serial number
3. Configure your data source
Binaries
1. Unzip the files in any folder and launch the executable
2. Select the standard edition or enter your user name and serial number
3. Configure your data source
Terminal Services
Password Vault Manager can also be installed on a Terminal server, but to prevent loss of user settings,
we recommend that you install the application in any folder except "Program Files" or "Program Files
(x86)". The configuration and the default database will be created in this folder instead of the "Local
Application Settings" folder.
7.2
Configuration File Location
Default Location
Password Vault Manager saves its configurations in a file named PasswordVaultManager.cfg. This file
contains all of the application settings and the configured data source. All of the data source settings are
encrypted for security reason.
If Password Vault Manager is installed in a sub folder inside "Program Files" and is not running on a
Terminal Server, the configuration is saved in
"%LocalAppData%\Devolutions\PasswordVaultManager."
If the application is running on a Terminal Server, the configuration is saved in "%AppData%
\Devolutions\PasswordVaultManager." It uses the roaming profile to avoid multi-user conflicts.
In any other case, the configuration is saved in the installation folder. This allows you to install multiple
versions of the application side-by-side, as long as you don't install it in a sub folder of "Program
Files." (For more information on why -- this is because of the "Program Files" virtualization introduced
with Windows Vista: http://support.microsoft.com/kb/927387.)
© 2012 Devolutions inc.
80
Password Vault Manager
Override the Default Path
There are two possible ways to change the default option path:
1. Create a file named "Override.cfg" in the application folder. Password Vault Manager opens this file
and reads the fist line. It should contain the desired installation folder (without the option filename). If you
wish to use the current installation path, put a dot in the file. Here are a few examples:
Example
Description
c:\RDM
The config file is saved in a specific folder (RDM).
.
The dot is used to specify the Password Vault
Manager installation folder.
%AppData%\Devolutions\PasswordVaultManager Specify the application roaming data folder.
2. By adding a key in the registry: CurrentUser\SOFTWARE\PasswordVaultManager, OptionPath.
Set the desired path in the key OptionPath. Don't forget to exclude the option file name in the key.
7.3
Portable (USB)
Description
Password Vault Manager can be used as a portable application. Here are some steps required to ensure
that it runs correctly:
1. Unzip Password Vault Manager to the USB stick
2. Run application from USB stick
3. Create data source, make sure you configure the data source path relative to the USB stick.
Example: .\Connections.mdb
Note: To avoid potential data loss, make sure you close Password Vault Manager before disconnecting
the USB stick.
© 2012 Devolutions inc.
Installation
Access data source saved on the USB stick
7.4
Registration
Instructions
After you receive our email, you can register the application and unlock the Professional features.
To register, go in the menu Help > Register Version.
Enter the user name and serial number exactly as noted in the email.
© 2012 Devolutions inc.
81
82
Password Vault Manager
Registration dialog
7.5
Uninstall
Instructions
Password Vault Manager doesn't install anything in the Windows directory, and the only registry
settings created are for the auto run and the installation path. As a result, Password Vault Manager can
be uninstalled easily.
You can run the uninstaller if it was installed with the default setup file, or delete the installation folder
directly if it was installed from the binaries.
7.6
Add-ons
Description
Add-ons are used to extend the application. They are developed by using the Password Vault Manager
SDK. There are multiple types of add-ons:
Data source add-ons (MySQL)
Import add-ons
Data Entry type add-ons (Serial)
You can find the list here and download them directly from our website.
Add-on Manager
© 2012 Devolutions inc.
Installation
83
The Add-on Manager is available in the Tools menu of the Password Vault Manager.
It's used to simplify the management and the installation of different add-on types. It contains all of the
add-ons that are supported by the current version of the application.
The add-ons are classified by category (data entry add-on, import add-on, data source add-on, etc.), and
can be sorted according to their current status (available, outdated, uninstalled). Add-ons that can be
updated will be displayed with a special and clearly visible icon.
If the add-on does not required any special third party library, the manager will deploy it automatically
after clicking the install button. A restart of the application will still be required. The same procedure and
limitation applies when uninstalling an add-on.
Add-on m anager dialog
Installing a New Add-on Manually
1. Download the add-on you want (the binaries, not the source)
2. Unzip all files in the installation folder of Password Vault Manager, which is by default located in "C:
© 2012 Devolutions inc.
84
Password Vault Manager
\Program Files\Devolutions\PasswordVaultManager"
3. Restart Password Vault Manager
4. Create a new data entry with the newly installed add-on type, or use it if it's a custom tool or and
import dialog
Troubleshooting
If you can't see the add-on in the data entry type list, verify that it's loaded in the About box, which is
available from the menu in Help > About. Also verify that the .dll file is in the Password Vault Manager
folder.
Some add-ons are supported directly by Devolutions, and some others are developed by a third party.
You can find more information in the Add-On forum here.
7.7
Configure SQL Server
On the Server Machine
1. Install or unzip Password Vault Manager Professional on the machine
2. Install SQL Server or SQL Server Express (this version is free) with the administrator user named "sa"
(mixed mode authentication). Learn more at
http://passwordvaultmanager.com/passwordvaultmanager/Home.aspx/Download
To create the Password Vault Manager database, you must use the user "sa" because domain
users are not currently supported
Make sure to remember the SQL Server instance name, as you will need it for the connection
SQL Server 2000 is not supported by Password Vault Manager
3. Use your administrator user "sa" in Password Vault Manager to create an empty database.
To create an empty database, go to File Data Sources
Configure the connection with the user "sa" and test the connection
Click the button "Create Database"
© 2012 Devolutions inc.
Installation
85
Create SQL Server database
4. SQL Server ports are blocked by default, so follow this link to open the necessary ports and firewall:
http://support.microsoft.com/kb/914277
5. Create and configure security access for any other user needed in Password Vault Manager (menu
File > Administration > Users)
Client Machine
1. Install or unzip Password Vault Manager Professional
2. Configure Password Vault Manager to connect directly to the SQL Server database (use the machine
name and SQL Server instance name)
You can configure the connection in the menu: File > Data Sources
Click on the button "Add SQL Server Data source"
Configure the connection settings and test the connection (see the SQL Server data source topic here
)
© 2012 Devolutions inc.
FAQ (frequently
asked questions)
Part
VIII
FAQ (frequently asked questions)
8
FAQ (frequently asked questions)
Description
You can find the most up to date FAQs online here.
© 2012 Devolutions inc.
87
Technical Support
Part
IX
Technical Support
9
89
Technical Support
Commercial Version
if you've registered and paid for a license, you can can obtain free support for Password Vault Manager.
Please email any questions or suggestions to [email protected] You can also find answers and
ask questions directly in our forums at http://forum.devolutions.net/.
Free Version
For the free version, we offer support through our online forums at http://forum.devolutions.net/.
Application Log
In case of error, you can verify the local application log, which is available from the menu in Help > View
Application Log...
© 2012 Devolutions inc.
Follow Us
Part
X
Follow Us
10
Follow Us
Facebook
http://facebook.passwordvaultmanager.com
LinkedIn
http://linkedin.passwordvaultmanager.com
RSS feeds
http://rss.passwordvaultmanager.com
Twitter
http://twitter.passwordvaultmanager.com
YouTube
http://youtube.passwordvaultmanager.com
© 2012 Devolutions inc.
91
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement