Overview Using the Secure Desktop Agent Troubleshooting... 10

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1 Overview... 2 Installing... 2 Step 1: Download... 2 Step 2: Install... 2 Step 3: Sign In... 3 Step 4: That's It!... 3 Minimum System Requirements:... 3 Using the Secure Desktop Agent... 4 Accessing & Login In... 4 New alert notification... 5 Launching the Secure Webmail... 5 Always Display Desktop the Agent icon (optional)... 6 Reading a Secure Message... 6 Creating a Secure Message... 6 Sending a File Attachment... 7 Logging Out... 8 Uninstalling the Secure Desktop Agent... 8 Check for Updates... 9 Report an Error... 9 Troubleshooting Manually Enabling the Print to Secure Message Driver PAGE 1 of 10

2 The Desktop Agent is ideal for non-ms Outlook Users and external Guest Users with individual personal programs such as Gmail and Yahoo. The Desktop Agent acts as a secure productivity agent & notifier. It displays an icon in the User s PC system tray and lets the User know instantly when they have a new secure message, or when their sent secure messages are read, replied to and forwarded without having to open a web browser. The Desktop Agent also offers some convenient shortcuts for creating secure messages and instantly sending and sharing large files securely (asynchronously, meaning you do not have to wait for the large file to be uploaded before sending your secure message). To get started using the Desktop Agent, review the minimum system requirements outlined at the bottom of this page and follow the simple steps outlined below. NOTE: In order to install the Desktop Agent, you must follow these instructions from within the Secure Message Center (Webmail). The Desktop Agent cannot be installed from this help page. If you do not see the ability to install the Desktop Agent from the Secure Message Center (Webmail), it is not available on the Secure Messaging Platform. Contact your administrator for more information. When first prompted to 'Run/Install' or 'Save/Don't Install', press 'Run/Install'. If a confirmation dialogue window pops up, just hit 'Run/Install' again. Download size: Around 5MB NOTE: You may need administrative privileges on your computer to install the Desktop Agent. Once the software has downloaded, the installer will automatically complete the installation process. The Desktop Agent contains no spyware, no advertising, and will not install any other third party software, applications or shortcuts. NOTE: Some anti-virus or firewall software sometimes falsely identify the Desktop Agent installer as an unknown file. If prompted, select to 'Trust' the Desktop Agent installer. PAGE 2 of 10

3 When the Desktop Agent is installed, you will be prompted to sign in. Sign in using the same credentials used in your current Secure Message Center (Webmail) session. To launch the Secure Message Center (Webmail), click on the Desktop Agent icon in your task tray and select 'Launch Webmail'. Note that the Desktop Agent may be hidden along with other icons in the 'more' section of the tasktray. Select 'Customize' and 'Show Icon and Notifications' to see the Desktop Agent at all times. MS Windows 2000/XP/Vista or 7 MS.NET Framework 4.0 and above (will automatically install) Reference: PAGE 3 of 10

4 After installing the Desktop Agent, you will be prompted to login via the Secure Messaging Single Sign-On (SSO) service. Enter the same Address and Password credentials you use to login to the Secure Message Center (Webmail). 1. To launch the Desktop Agent, go in the Windows task tray, click on the task tray up arrow to open the menu that contains all applications running in the task tray. 2. Select the Desktop Agent icon (2 blue arrows) to open the menu of the Desktop Agent. 3. Select the menu entry Login to launch the Single Sign-On (SSO) login screen. 1. The Secure Login Screen of the Desktop Agent allows you to login to any Secure Messaging Platform regardless of their physical server location. 2. Enter the same Address and Password credentials you use to login to the Secure Message Center (Webmail). 3. To avoid re-entering the same credentials every time, select the Remember me on this computer and Keep me logged in options. These options should not be used if using a public computer. 4. Click Login. Once logged in, the Desktop Agent icon will be replaced with the branding of the organization s Secure Message Center. PAGE 4 of 10

5 The Desktop Agent is available in your computer system tray located on the bottom right of your Windows menu bar. The Desktop Agent automatically detects when you have new activity and alerts you by flashing in your system tray displaying a pop-up window. Click the Desktop Agent icon in the task tray to open the main menu. Select Launch Secure Webmail to automatically launch the Secure Message Center (Webmail) and read your secure messages. Select Compose Secure Message to start a new secure message, or select Send Files Securely to choose file attachments on your computer you would like to send securely. The Desktop Agent supports asynchronous transfers, which means you can send large files without having to wait for them to complete uploading before sending your secure message. NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information. PAGE 5 of 10

6 In order to have the Desktop Agent icon display at all times in your task tray, select the task tray up arrow and click Customize. Locate the Desktop Agent in the list of available programs and change the Behavior to Show Icon and Notifications. To read a secure message and launch the Secure Message Center (Webmail), use the menu entry Launch Secure Webmail. You will be automatically logged into the Secure Message center where you can access all your secure messages. To create a new secure message, use the menu entry Compose Secure Message. You will be automatically logged into the Secure Message center where a draft secure message is ready to be completed and sent. The same User Group permissions apply when creating a new secure message from the Desktop Agent. Professional Users can create new secure messages to anyone, whereas Guest Users can only create new secure messages from a pre-defined list of Users. NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information. PAGE 6 of 10

7 Use the menu entry Send Files Securely to seamlessly send large file attachments. You will first be prompted to select the file attachments you wish to attach to your new secure message, and will be automatically logged into the Secure Message center where a draft secure message is ready to be completed and sent, along with the file attachment files you selected. The Desktop Agent uses an asynchronous file transfer process whereby your file attachments might still be uploading (depending on their total size) while the draft message is launched. You can still complete your secure message, and send it, even if the file attachments are not finished uploading yet. The recipients will receive your secure message and the file attachments will be marked as Uploading until transfer completion from your computer to the Secure Message Center server. A progress status is available from the main menu when uploading large file attachments. NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information. PAGE 7 of 10

8 To log out of the Desktop Agent, use the menu entry Logout. This will prevent any other users to have access to your secure messages on this computer. To remove an activation, select the menu entry Tools > Secure Accounts > Remove Authorization. This will remove any cached information from your computer and force you to re-enter your credentials the next time you access the Secure Desktop Agent. Should you need to uninstall the Secure Desktop Agent for any reason, you should do this through the Add/Remove Programs interface included in Windows. Step-by-step instructions for removing the Secure Desktop Agent are provided below. 1. Close (Exit) the Secure Desktop Agent. Open the Windows Start menu and go to Control Panel. 2. In Windows XP, Click on Add/Remove Programs. For Windows Vista and Windows 7, go to uninstall a program. 3. Select Secure Desktop Agent and clicking Remove. If you do not see the ability to uninstall the Desktop Agent, the Desktop Agent was installed remotely by your IT Department using the Group Policy Deployment installation process. In this case, your administrator will have to uninstall it for you. PAGE 8 of 10

9 The latest version of the Secure Desktop Agent contains the most up-to-date feature set, the latest bug fixes and updates, as well as the newest user experience upgrades. To get the latest version, follow these quick and easy steps: In the Tools menu entry of the Desktop Agent, click on Check for Updates. If a new version is available, the dialog box will ask you if you wish to install it. Click yes, and follow the on screen instructions to complete the update process. A dialog box will appear once the update is complete, after which the Desktop Agent will automatically restart itself. If you do not see the Check for Updates menu entry, the Desktop Agent was installed remotely by your IT Department using the Group Policy Deployment installation process. In this case, your administrator will install any updates for you. If you encounter an issue during the use of the Secure Desktop Agent, the best way to contact us is through the Report an Error feature. In the menu of the Desktop Agent, go to the Tools menu and click on Report an Error. A dialog will appear where you can enter a description of the problem that will be sent along with an encrypted copy of the log information from your Desktop Agent. After you've entered the description of the problem, click Report Error. A Support Technician will contact you shortly to address your issue. Submitting an error this way will send some log information regarding the local Toolbar settings and usage. To view what log information is sent to support, click the View information sent to Support link. Reference: PAGE 9 of 10

10 You have installed the Desktop Agent and successfully logged in, but when enabling the Print to Secure Message, in some systems (typically Windows XP) you get prompted to choose an administrative user. Please follow these steps to complete the setup: 1. If you are using a Windows XP system, make sure the user account logged in has administrative privileges. If you are using Vista/Win7 be ready to elevate privileges to administrative level when requested. 2. Open the Desktop Agent root application folder: In Vista/Win7: C:\Users\<USERNAME>\AppData\Local\ 2 In XP: C:\Documents and Settings\<USERNAME>\Local Settings \Application Data\ 2 3. Select the Printer Agent / driver folder. Confirm that this sub-folder exists and that you have the following programs: x86 OS: setup.exe and unpdf.exe x64 OS: setupx64.exe and unpdfx64.exe 4. If you don t find the folder/files in the previous step, start the Desktop Agent and click on the tray icon and go to the Tools > Print to Secure Message Setup menu option. Select "Install Print to Secure Message Driver. 5. Execute the unpdf program to uninstall the Print to Secure Message Driver. If you are on a Vista/Win7 system, right-click on the file and choose the Run as administrator option. 6. Execute the setup program to install the Print to Secure Message Driver. If you are on a Vista/Win7 system, right-click on the file and choose the Run as administrator option. Reference: PAGE 10 of 10

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