Trend Micro DirectPass

Transcription

1 Trend Micro DirectPass Staying safe on the web just got a whole lot easier. Trend Micro DirectPass helps you securely manage and sync your passwords across your personal computer, laptop, phone, and tablet. By using a single Master Password to encrypt and access your online credentials, DirectPass makes it easy to keep your online identity safe. Easy to Use Manage passwords and sign into websites with a single click. Secure Keystroke and data encryption keeps your personal information and website credentials safe. Smart Your Master Password and profile make signing up for and signing into websites a breeze. Convenient Securely sync your DirectPass data across your phone, tablet, and computer. 1

2 System Requirements To ensure that DirectPass runs smoothly, make sure that your computer meets the following minimum requirements. Operating System Processor Memory Free Disk Space Microsoft Windows XP with Service Pack 2 or higher (32 bit) 450MHz minimum 800MHz recommended 256MB 100MB minimum 200MB recommended Windows Vista with Service Pack 2 or higher (32-bit and 64-bit) 800MHz minimum 1GHz recommended 1GB 100MB minimum 200MB recommended Windows 7 with Service Pack 1 or higher (32-bit and 64-bit) 800MHz minimum 1GHz recommended 1GB 100MB minimum 200MB recommended Other Requirements Microsoft Internet Explorer 7.0 (or higher) Compatible Browsers Mozilla Firefox 3.6 (or higher) Google Chrome 6.x (or higher) Compatible Mobile Devices Apple ios 3.x (or higher) Google Android 2.1 (or higher) 2

3 Getting Started To start using Trend Micro Direct Pass, you need to do three things: 1. Download and install DirectPass on your computer, phone or tablet. 2. Sign into or create your Trend Micro account. 3. Create a Master Password to secure your DirectPass data. Then, just begin surfing, and DirectPass will save your passwords for you. After you set up DirectPass the first time, you can install it on another device and just provide your Master Password to make DirectPass sync everything. You can use your existing passwords, profile, and notes right away. 3

4 Trend Micro Account To use Trend Micro DirectPass, you need a Trend Micro account. Trend Micro uses your account to back up and synchronize your DirectPass data, and to reset DirectPass if you ever forget your Master Password. If you have purchased Trend Micro software before, then you should already have a Trend Micro account. If not, you need to create one when you first install and set up DirectPass. To access your Trend Micro account, visit the following website: From your Trend Micro account, you can download and manage all your Trend Micro software, access support information, see video how-to guides, and more. 4

5 Master Password Your Master Password can encrypt your passwords, profile, and notes, preventing others (even Trend Micro) from viewing your data. It also prevents others from accessing DirectPass when you are away from your computer. By using your Master Password to protect all your other passwords, you can create very strong passwords for all the websites you use without having to worry about memorizing each one. Trend Micro does not keep a copy of your Master Password and cannot help you retrieve it. If you forget your Master Password, you will lose all your saved DirectPass data. Master Password Requirements Your password must have between 6 and 20 characters. You must use a combination of at least two kinds of characters: Letters (A-Z, a-z,) Numbers (0-9) Symbols (?_!@#*-+/$%^&()={}[]\ "'?<>.,~`) The password system recognizes the difference between upper case letters and lower case letters. Your password may not include the following characters: Umlaut (Ä, ä, and others) or Asian language characters (such as Chinese, Korean, or Japanese characters) Shortcut keys, such as Ctrl+C or Ctrl+V 5

6 Import Passwords If Direct Pass detects that you have passwords saved in your web browsers, it will prompt you to import them. You can also import them yourself. To import passwords from your web browsers: 1. Click the DirectPass browser icon, and choose Import. 2. Select Remove passwords from browsers after import if you want to delete your passwords from your web browsers after importing them into DirectPass. 3. Click Start to begin importing the passwords. 4. When a confirmation message appears, click OK to close the window. Some browsers may prevent you from importing passwords until you close them. If DirectPass is cannot import from all your browsers, try closing the browser before importing. Open the DirectPass Main Console using the desktop icon, and choose Web Browser under Settings > Data Controls > Import. See Import passwords from other browsers for detailed instructions. Some browsers offer password protection. If you have protected your browser passwords with a password, you will have to remove the password protection before DirectPass can import them. 6

7 Using Direct Pass DirectPass makes a lot of the things you do online safer and easier. Safer Stronger Passwords Create different strong, random passwords for the websites you sign into using the password generator, so that nobody else can guess them. Secure Notes Write secure notes to store passwords and PINs for other software on your computer (like Skype or Windows Live Messenger ), answers to security questions, and more. Secure Browser Use Secure Browser whenever you do online banking or undertake other financial transactions. It provides more security than just a regular browser. Easier Master Password Sign into every website using a single password that only you know. Your Master Password controls access to your other passwords, and lets you sign in with a single click. Auto Form Filling Once you create a profile, DirectPass can fill out website forms with just one click, which makes registering for websites or online shopping a snap. Auto Sync DirectPass automatically backs up and syncs your data everywhere that you install it, including your home computer, laptop, iphone or ipad, or Android phone or tablet. All your passwords, profile, and notes remain accessible, no matter where you go. 7

8 Passwords The password list stores all of your website credentials. Use the passwords in your list like regular bookmarks, and DirectPass will sign you in automatically. Saving Passwords DirectPass will ask to save your website credentials for quick access whenever you sign into a website. When asked if you want to save your password for a given site, just click Save. The next time you visit that site, your credentials will be pre-filled for you. If you do not want DirectPass to ask for confirmation before signing you into a website, mark the Never ask to sign into websites checkbox. Using Passwords To use a password, just click the account of the website you want to visit, and DirectPass will sign you in automatically. If you do not see the password list, click the DirectPass icon on your browser's toolbar, and provide your Master Password if asked for it. Updating a Password If you changed your credentials for a website and want to update DirectPass, just sign into the website again. DirectPass will automatically make the change for you. Organizing Passwords DirectPass saves your passwords in the order that you created them. To change the order, just drag an account to where you want it on the list. Adding a Second Website Account If you have more than one account for a website, you can save those credentials too: 1. Sign out of the website and return to the sign-in page for the site. 2. When DirectPass asks if you want to sign in again, choose Cancel to avoid signing in with the current account. 3. Type in the other credentials yourself. 4. When prompted to save the new account password, make sure to provide a different name for the account, so that you can easily tell them apart.. The next time you go to the website, DirectPass will ask which account you want to use for signing in. Just pick the preferred account from the dropdown list. Editing Accounts Manually If you prefer to manage your accounts more directly, you can also edit the individual values within a passcard and modify the sign-in parameters. 8

9 Profile Complete your profile so that you can quickly fill out online forms when making online purchases or signing up for services. Your profile can store all sorts of helpful personal information: address Billing addresse Phone numbers Credit card details Just like your passwords, your profile information is protected by strong encryption. So, you can safely store sensitive information without worry. Creating Your Profile To create your profile, select the Profile tab on the main console and click Create a Profile. You can fill out four information sections: 1. Personal 2. Contact 3. Address 4. Credit Card The information you type in the text boxes for each section will be saved as soon as you click outside any box. Using Your Profile When you reach a webpage that requires you to fill out a form, just click in the text field you want to modify. Click the message Click here to auto fill and all the form fields will be filled automatically. If you add or change information on the web form, DirectPass will ask if you want to update your profile. HTTP Security Risk For your protection, Direct Pass will not allow you to submit credit card information over an unsecure HTTP connection. 9

10 Notes Just like everything else in DirectPass, the data stored in notes is securely encrypted, so you can use them to store sensitive information: Passwords for other software Personal identitfication details PIN or security codes Creating a Note To create a note, select Notes on the main console and click Create a Note. DirectPass automatically saves what you type in the title and text boxes as you type. To create a second note, click the Add New button at the bottom of the note list. To rearrange the order of your list of notes, just drag the note to a new position in the list. Editing a note To edit a note, select Notes on the main console and and then choose the note you want to edit. Just click the note title or text area, and start typing. Your changes are saved automatically as you type. 10

11 Secure Browser Secure Browser is a web browser designed specifically for online banking and other financial transactions. Security Features Secure HTTP Like regular web browsers, Secure Browser uses HTTPS. However, because HTTPS only secures the connection between your computer and your bank, Secure Browser includes additional security features. Hardened System By disabling any unnecessary browser add-ons or plug-ins, Secure Browser eliminates ways that your data could leak out. Keystroke Encryption By encrypting what you type, Secure Browser hides your confidential information from other parts of your computer system to block potential snooping by other software. Process Validation Secure Browser prevents unknown programs from accessing your web browser or monitoring data being sent though your computer. Warning Messages If Secure Browser cannot prevent an unknown process or DLL (dynamic-link library) from affecting your Secure Browser, a Suspicious Activity warning will appear. If that happens, you should run a full virus scan right away by visiting this website: 11

12 Password Generator Generating Passwords The Password Generator can create customized, random passwords. You can choose from the following settings for the password: Password length (between 6 and 20 characters long) Uppercase characters (A-Z) Lowercase characters (a-z) Numerals (0-9) Symbols (?_!@#*-+/$%^&()={}[]\ "'?<>.,~`) Using the Password Generator to create strong passwords for all your accounts will make it almost impossible for others to guess them. Generating a Password 1. Choose the password length. 2. Choose what types of characters to include in the password (you must include at least one kind) 3. Click the Generate Password button to create a new password 4. Click Copy to copy the password to the keyboard 5. Paste your password where you need it* *To paste, place your cursor where you need to paste, and press Ctrl+V or right-click and select Paste. 12

13 Auto Sync Auto Sync keeps all your Direct Pass data up-to-date across your Windows, Mac, ios and Android devices. Whenever you make a change in DirectPass, that change will show up automatically on other devices where you have installed DirectPass. Changing Auto Sync Settings To change Auto Sync settings, open the main console, choose Settings and then click Data Controls. Under Backup and Sync you can choose to disable automatic sync and backup. See Data Controls for more information. 13

14 Free Version You can download and install the free version of Trend Micro DirectPass, which offers all the features in the paid version, with the following limitations: You can access only five passwords You can create only five notes Even though you can only use five passwords, you can still save your passwords. When you upgrade to the paid version, you can start using all of the passwords that you had saved before. 14

15 DirectPass Settings Master Password Data Controls Auto Sign-In Exception List Proxy Privacy 15

16 Master Password How to find these settings: Main Console > Settings > Master Password Changing Your Master Password 1. Click Change your Master Password. 2. Type your current Master Password and then click OK. 3. Type your desired Master Password, and then confirm it in the space below. Provide a hint that will help you remember your Master Password, and click Next. 4. Check your Master Password by moving your mouse cursor over it. If everything looks good, click OK. If you change your Master Password, you will need to manually update each device by first providing your old Master Password. Updating Your Master Password on Another Device 1. Type your OLD Master Password to unlock your device. 2. Sync your device: If your device is set to Auto Sync (the default setting), then the device will sync by itself soon. If your device is set to Manual Sync, then click Sync Now. 4. Type your NEW Master Password when asked. If your new Master Password is accepted, then your device has been successfully updated. Master Password Requirements Your password must have between 6 and 20 characters. You must use a combination of at least two kinds of characters: Letters (A-Z, a-z) Numbers (0-9) Symbols (?_!@#*-+/$%^&()={}[]\ "'?<>.,~`) The password system recognizes the difference between upper case letters and lower case letters. Your password may not include the following characters: Umlaut (Ä, ä, and others) or Asian language characters (such as Chinese, Korean, or Japanese characters) Shortcut keys, such as Ctrl+C or Ctrl+V Ask for My Master Password You can choose how often DirectPass will ask for your Master Password. This provides additional protection if you step away from your computer. You will also need to provide your Master Password in these situations: The first time computer starts or after restarting The computer locks and then is unlocked The computer's screen saver activates 16

17 Data Controls How to find these settings: Main Console > Settings > Data Controls Backup and Sync DirectPass encrypts and backs up all your DirectPass data using your Trend Micro account. Your data is also stored everywhere you have DirectPass installed. Your passwords, profile, and notes always stay up to date and available wherever you use DirectPass. You can turn off automatic sync if you want to use less bandwidth on your computer or mobile device. Mark the Automatically synchronize and back up my data to keep your information up to date on all of your computers and devices. Export Data You can export your DirecPass data in CSV file. To export all your DirectPass data: 1. Click Export data. 2. Located the exported file on your desktop. Be careful with your exported file, because it contains unprotected data. Import Data If you already have saved passwords in your browser or another password manager, you can import them into DirectPass. To import passwords from a DirectPass file: 1. From the DirectPass main console, click Settings and then Data Controls. 2. Under the Import Data heading, click DirectPass File to find the exported DirectPass file. 3. When you select the file, it will be imported automatically. Remember to delete the exported data file after importing the data into DirectPass, because the file contains unprotected data. To import passwords from another password manager: 1. From the main console of DirectPass, choose Settings and select Data Controls. 2. Under the Import Data heading, click Other Software. 3. Choose the appropriate program from the dropdown list. 4. Instructions will appear to explain how to export your passwords from the other program and get them ready for DirectPass. 5. After exporting the passwords from the other program, click Browse to open the file you created during the previous step. DirectPass will then import the passwords. Remember to delete the exported data file after importing the data into DirectPass, because the file contains unprotected data. To import passwords from your web browsers: 1. From the main console of DirectPass, choose Settings and select Data Controls. 2. Under the Import Data heading, click Web Browser. 3. When DirectPass asks you to start the import, select Remove passwords from browsers after import if you want to delete your passwords from your web browsers after importing them. 4. Click Start to begin importing. 5. Click OK when the confirmation window appears. If a password protects your browser passwords, then you will need to remove the password before you can import them into DirectPass. 17

18 Auto Sign-In How to find this setting: Main Console > Settings > Auto Sign-In Normally, when you open a website associated with a saved password, DirectPass will ask if you want to sign into the website. If you prefer, DirectPass can sign you directly into the website without asking for confirmation. Mark the Always sign into websites without asking checkbox to make DirectPass stop asking for confirmation. 18

19 Exception List How to find these settings: Main Console > Settings > Exception List Password and Secure Browser Exceptions If you do not want DirectPass to save passwords or use Secure Browser for a specific website, you can add the site to the Exception List. To add a website to the Exception List: 1. Click Add to open the Add or Edit an Item window. 2. Type or paste the URL of the website you want to add to the exception list. 3. Choose the conditions that should apply to the website: Never ask to save sign in data and Never ask to open in Secure Browswer. 4. Click OK when finished. To modify a website in the Exception List: 1. Click the pencil icon in the right-most column of the website you want to modify. 2. Adjust the settings you want to change. 3. Click OK when you are finished. To delete a website in the Exception List: 1. Mark the checkbox of the website you want to delete. 2. Click Remove to delete the website. 19

20 Proxy How to find these settings: Main Console > Settings > Proxy If your computer connects to the Internet through a proxy server, you can specify the proxy server settings on this screen. Mark the Use a proxy server to access the Internet checkbox and configure the settings. Use Internet Explorer proxy settings If you can successfully open websites with Internet Explorer (or do not know your proxy server settings), choose this option. Enter the necessary proxy settings If you know your proxy server settings, choose this option and enter the required information. Use an automatic configuration script If your proxy server uses a script or Proxy Auto-Configuration (PAC) file, paste the configuration script location or URL in the field (such as 20

21 Privacy How to find this setting: Main Console > Settings > Privacy You can help improve Trend Micro DirectPass by providing anonymous feedback. Mark the Help make Identity Safe better checkbox to share data with Trend Micro. 21

22 DirectPass for iphone Trend Micro DirectPass is available for your iphone. Managing Passwords Managing Profiles Managing Notes Auto Sync Settings Master Password Settings Account Settings Sync Now 22

23 Managing Passwords Saving Passwords The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy: 1. Sign into a website and DirectPass will ask to save your password 2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you You can use your passwords like regular bookmarks-and you will be signed in automatically. Updating Your Credentials To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in, DirectPass will ask to save the changed information. Organizing Account Credentials If you want to change the order of your passwords, tap the Edit button. Drag the passwords using the row reorder icon to the order you want, and tap Done when finished. To copy your account ID or password, long tap the account: Copy ID copies the sign-in ID so you can paste it somewhere else Copy password copies the password 23

24 Managing Your Profile Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your data and when. Creating Your Profile Your profile has four sections: 1. Personal information about you 2. Contact information, including your address and website 3. Address information for your mailing address 4. Credit Card details Tap a text field to provide the corresponding information. When you are finished providing your details, tap Done. Using Your Profile When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear. 24

25 Managing Notes Creating a Note To create a Secure Note, tap the + button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To finish creating your note, tap the Done button. Editing a Note From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved automatically. When you are done editing your note, tap the Back button. Editing the Note List To change the order of your notes, tap the Edit button. Tap and hold the row reorder icon on the right hand side, and drag the note. Delete a note by tapping the delete icon beside the note name. 25

26 Auto Sync Settings This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud. Turn On to ensure you data is always up to date and backed up Turn Off to conserve bandwidth and data charges 26

27 Master Password Settings Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password. Changing You Master Password Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password automatically. This is for your safety. See how Direct Pass secures your data. To Update Your Master Password on Other Devices 1. Type your OLD Master Password to unlock your device. 2. Sync your device: If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time. If Auto Sync is turned off, then tap Sync Now. When prompted, type your NEW Master Password. When your new Master Password is accepted, your device has been updated. Security Level Change when DirectPass asks for your Master Password: High requires your Master Password whenever you access the App Low require your Master Password only when launching the App after ending the process in the multi-tasking tray 27

28 Account Settings Use this to make changes to your Trend Micro account details or update your subscription information. Expires shows the date that your current subscription will end Buy Now/Renew Now lets you buy or renew your subscription Enter Activation Code allows you to update your account if you already purchased a subscription Unlink Account resets DirectPass and removes all DirectPass data from your device 28

29 Sync Now Tap this button to synchronize your device with DirectPass data stored online. You will need to do this if: You have turned off Auto Sync and want to update your device and/or your online data You have made a change on another device, and you want that change to appear immediately on this iphone 29

30 DirectPass for ipad Trend Micro DirectPass is available for your ipad. Managing Passwords Managing Profiles Managing Notes Subscription Settings Master Password Settings Auto Sync Settings 30

31 Managing Passwords Saving Passwords The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy: 1. Sign into a website and DirectPass will ask to save your password 2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you You can use your passwords like regular bookmarks-and you will be signed in automatically. Updating Your Credentials To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in, DirectPass will ask to save the changed information. Viewing Your Credentials View your credentials by tapping an account. If you want to copy details, long tap the field you want to copy. Organizing Account Credentials If you want to change the order of your passwords, tap the Edit button. Drag the passwords using the row reorder icon to the order you want, and tap Done when finished. 31

32 Managing Your Profile Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your data and when. Creating Your Profile Your profile has four sections: 1. Personal information about you 2. Contact information, including your address and website 3. Address information for your mailing address 4. Credit Card details Tap a text field to provide the corresponding information. When you are finished providing your details, tap return. For items with a picker, tap off the field to save your changes. Using Your Profile When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear. 32

33 Managing Notes Creating a Note To create a Secure Note, tap the + button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To finish creating your note, tap the Done button. Editing a Note From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved automatically. When you are done editing your note, tap the Back button. Editing the Note List To change the order of your notes, tap the Edit button. Tap and hold the row reorder icon on the right hand side, and drag the note. Delete a note by tapping the delete icon beside the note name. 33

34 Subscription Settings Subscription shows your account and expiry date (paid version only). It also includes the following options: Renew Now (paid version) Tap this to purchase a new subscription for DirectPass. You can buy at any time, and your subscription will be extended by the purchased license. Buy Now (free version) The free version is limited to use of five account passwords and five notes. To use more passwords or notes, tap Buy Now to purchase DirectPass. Enter Activation Code If you already have an Activation Code to upgrade or extend your subscription, enter it here. Unlink Account Unlinking your Trend Micro account will remove all your DirectPass data from your tablet. 34

35 Master Password Settings Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password. Changing You Master Password Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password automatically. This is for your safety. See how Direct Pass secures your data. To Update Your Master Password on Other Devices 1. Type your OLD Master Password to unlock your device. 2. Sync your device: 3. If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time. If Auto Sync is turned off, then tap Sync Now. When prompted, type your NEW Master Password. When your new Master Password is accepted, your device has been updated. Security Level Change when DirectPass asks for your Master Password: High requires your Master Password whenever you access the App Low require your Master Password only when launching the App after ending the process in the multi-tasking tray 35

36 Auto Sync Settings This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud. Turn On to ensure you data is always up to date and backed up Turn Off to conserve bandwidth and data charges 36

37 DirectPass for Android Phone 37

38 Managing Passwords Saving Passwords The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy: 1. Sign into a website and DirectPass will ask to save your password 2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you You can use your passwords like regular bookmarks-and you will be signed in automatically. Updating Your Credentials To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in, DirectPass will ask to save the changed information. Managing Account Credentials If you want to change the order of your passwords, tap your phone's Menu button and select Reorder. Drag an account to where you want it. Tap OK when you are finished reordering. To manage your credentials, long press (tap and hold) an account. The following options appear: Copy ID copies the sign-in ID so you can paste it somewhere else Copy password copies the password Passcard details shows the data stored in the Passcard Rename allows you to change the name of the Passcard Delete removes the Passcard and the associated website credentials 38

39 Managing Your Profile Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your data and when. Creating Your Profile Your profile has four sections: 1. Personal information about you 2. Contact information, including your address and website 3. Address information for your mailing address 4. Credit Card details To update your profile, tap your phone's Menu button and select Edit. Select a field and provide the corresponding information. When you are finished providing your details, scroll to the bottom and tap Done. Using Your Profile When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear. 39

40 Managing Notes Creating a Note To create a Secure Note, tap the + Add new button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To finish creating your note, tap your phone's Back button. Editing a Note From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved automatically. When you are done editing your note, tap your phone's Back button. Editing the Note List To change the order of your notes, tap your phone's Menu button and select Reorder. Tap and hold the row reorder icon on the right hand side, and drag the note. Delete a note by tapping the delete icon beside the note name. 40

41 Auto Sync Settings This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud. Select to ensure you data is always up to date and backed up Deselect to conserve bandwidth and data charges 41

42 Master Password Settings Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password. Changing You Master Password Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password automatically. This is for your safety. See how Direct Pass secures your data. To Update Your Master Password on Other Devices 1. Type your OLD Master Password to unlock your device. 2. Sync your device: If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time. If Auto Sync is turned off, then tap Sync Now. When prompted, type your NEW Master Password. When your new Master Password is accepted, your device has been updated. Security Level Change when DirectPass asks for your Master Password: High requires your Master Password whenever you access the App Low require your Master Password only when launching the App after ending the process in the multi-tasking tray 42

43 Account Settings Use this to make changes to your Trend Micro account details or update your subscription information. Expires shows the date that your current subscription will end Buy Now/Renew Now lets you buy or renew your subscription Enter Activation Code allows you to update your account if you already purchased a subscription Unlink Account resets DirectPass and removes all DirectPass data from your device 43

44 Sync Now Tap this button to synchronize your device with DirectPass data stored online. You will need to do this if: You have turned off Auto Sync and want to update your device and/or your online data You have made a change on another device, and you want that change to appear immediately on this iphone 44

45 DirectPass for Android Tablet Trend Micro DirectPass is available for your ipad. Managing Passwords Managing Profiles Managing Notes Subscription Settings Master Password Settings Auto Sync Settings 45

46 Managing Passwords Saving Passwords The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy: 1. Sign into a website and DirectPass will ask to save your password 2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you You can use your passwords like regular bookmarks, and you will be signed in automatically. Updating Your Credentials To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in, DirectPass will ask to save the changed information. Viewing Your Credentials View your credentials by tapping an account. If you want to copy details, long tap the field you want to copy. Organizing Account Credentials If you want to change the order of your passwords, tap the Edit button. Drag the passwords using the row reorder icon to the order you want, and tap Done when finished. 46

47 Managing Your Profile Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your data and when. Creating Your Profile Your profile has four sections: 1. Personal information about you 2. Contact information, including your address and website 3. Address information for your mailing address 4. Credit Card details Tap a text field to provide the corresponding information. When you are finished providing your details, tap the Done at the bottom of the screen. For items with a picker, tap Set to save your changes. Using Your Profile When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear. 47

48 Managing Notes Creating a Note To create a Secure Note, tap the + button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To finish creating your note, tap the Done button. Editing a Note From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved automatically. When you are done editing your note, tap the Back button. Editing the Note List To change the order of your notes, tap your tablet's Menu button and select Reorder. Drag the note to where you want it. Deleting a Note To remove a note, long tap the note you want to delete, and you will be asked if you want to delete the note. Tap Delete to remove the note. 48

49 Account Settings Account shows your Trend Micro account and expiry date (paid version only). It also includes the following options: Renew Now (paid version) Tap this to purchase a new subscription for DirectPass. You can buy at any time, and your subscription will be extended by the purchased license. Buy Now (free version) The free version is limited to use of five account passwords and five notes. To use more passwords or notes, tap Buy Now to purchase DirectPass. Enter Activation Code If you already have an Activation Code to upgrade or extend your subscription, enter it here. Unlink Account Unlinking your Trend Micro account will remove all your DirectPass data from your device. 49

50 Master Password Settings Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password. Changing You Master Password Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password automatically. This is for your safety. See how Direct Pass secures your data. To Update Your Master Password on Other Devices 1. Type your OLD Master Password to unlock your device. 2. Sync your device: 3. If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time. If Auto Sync is turned off, then tap Sync Now. When prompted, type your NEW Master Password. When your new Master Password is accepted, your device has been updated. Security Level Change when DirectPass asks for your Master Password: High requires your Master Password whenever you access the App Low require your Master Password only when launching the App after ending the process in the multi-tasking tray 50

51 Auto Sync Settings This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud. Enable to ensure you data is always up to date and backed up Disable to conserve bandwidth and data charges 51

52 How DirectPass Secures Your Data DirectPass uses 256-bit encryption to secure your data, and make sure nobody without your Master Password is able to read it-including Trend Micro. So, your Master Password is your encryption key, and only you know it. Trend Micro does not keep a copy of it. Trend Micro then backs up your encrypted data in the Trend Micro cloud using your Trend Micro account. When you install DirectPass on another device using your Trend Micro account, your DirectPass data is shared with that device. Because your DirectPass data is encrypted, you still need to provide your Master Password to access it. When your data changes, your file is updated in the cloud, and the new file is downloaded by all your synced devices. But you will still need to provide your Master Password to unlock the updated file on those devices. This is why, if you change your Master Password on once device, you need to update all your devices manually-nobody but you can unlock your data using your Master Password. 52

53 Contacting Trend Micro Before Contacting Trend Micro Try to find the answer to your question in the help system. Refer to the readme file for late-breaking announcements, a list of known issues, and other specific information about your security software. Getting Technical Support Visit the Technical Support website to find the latest information and additional assistance: For North American customers: For United Kingdom customers: You can help Trend Micro solve your problem as quickly as possible by providing the following information: The version number of your software The exact text of the error message, if any A brief explanation of what you were doing when the problem occurred (please mention any steps that could reproduce the problem) 53