Unipass Secur Client. User Guide v1.2

Transcription

1 Unipass Secur Client User Guide v1.2 This document provides a step by step illustrated user guide for the Unipass Secur desktop software client / plug-in. UIdP Project Team 28/06/2015

2 Contents What is it?... 3 Technical requirements How to install Download the installer Install the plug-in software Protect your address... 9 Opening and sending encrypted s Forgotten your Unipass Username / Password / PIN (UPP) details? Access by users who cannot / don t have a Unipass certificate Document Revision Page 2 of 17

3 What is it? The Unipass Secur client, also referred to as the Unipass Secur plugin or Unipass Secur desktop software, is a fully integrated plug-in for Outlook and Windows Live Mail. It allows the sending and opening of encrypted s using your existing software. It can be downloaded from the Unipass Secur website and it is freely available to financial services users in the Unipass community. A version of Secur software is also freely available to consumers - including policy holders and the clients of financial advisers - from Trend Micro ( Technical requirements. The minimal technical requirements are as follows: Compatible Operating Systems Windows XP Home Edition 32-bit with SP3 Professional Edition 32-bit with SP3 Windows Vista Home Basic 32- or 64-bit with SP2 Home Premium 32- or 64-bit with SP2 Business 32- or 64-bit with SP2 Ultimate 32- or 64-bit with SP2 Windows 7 Home Basic 32- or 64-bit Home Premium 32- or 64-bit Ultimate 32- or 64-bit CPU and Memory Intel Pentium 800 MHz or better 256MB memory required, 512MB recommended Required Disk Space 50MB available for installation Supported clients Microsoft Outlook 2002, 2003, 2007, 2010, 2013 (32-bit only) Microsoft Windows Live Mail 2009, 2011 Supported browsers for use of Unipass certificates Unipass certificates can be collected using Internet Explorer or FireFox. The use of Unipass certificates is supported in other browsers, but due to their software limitations, Unipass certificates cannot be collected in these browsers. Page 3 of 17

4 How to install 1 - Download the installer On the Unipass home page ( click the I want to use Unipass Secur button. Next, click on the Log into My Account link if you already have a Unipass Identity, otherwise, click on Apply Now to register for a Unipass Identity. Page 4 of 17

5 Please refer to the step by step guide on how to apply for a Unipass Identity that is located in the Support section of the Unipass website. If you already have a Unipass Identity, simply log in to My Account and download the Unipass Secur installer using either your Unipass certificate (if you are allowed to hold one) or your Unipass Username / Password / PIN. Page 5 of 17

6 Once logged in, click on the Secur installer tile and follow the onscreen instructions. Page 6 of 17

7 2 - Install the plug-in software Click the Save file button (in Firefox) or Run button (in Internet Explorer). Next, double click to open the downloaded Secur .exe installer file, accept the licence agreement, and click Next to install the software. Note: The Next button will only become active once the licence agreement has been accepted. Page 7 of 17

8 The installation process will then get underway.. Page 8 of 17

9 3 - Protect your address Once the plug-in is installed, click Next to protect your address. Enter the address you will use to send and open encrypted s, and click Next. Again, the Next button will only become active once the fields have been populated Note: It has to be the same address you used when applying for the plug-in on the Secur website or when applying for your Unipass identity. Page 9 of 17

10 The installation process will then get under way... Page 10 of 17

11 You will be prompted to authenticate using your Unipass certificate or your Unipass Username / Password / PIN (UPP). Once you have successfully authenticated......the installation wizard will activate protection for the address you provided earlier. Page 11 of 17

12 The Secur plug-in is now installed and your address is set up to send and open encrypted s. Page 12 of 17

13 Page 13 of 17

14 Opening and sending encrypted s. Once the Secur plug-in is installed, a new tool bar will appear in Outlook or Windows Mail. Use the Send Private button to send a secure immediately, or the Make Private button if you're working on an and you want to make sure that you send it securely when it's finished. Opening or sending an encrypted will launch a web page asking you to authenticate either with a valid Unipass certificate or using your Unipass Username / Password / PIN (UPP) credential). Note: The Secur Client pop-up allows you to select the address which will be used when sending an . The is opened/sent as soon as your credentials are verified. Page 14 of 17

15 Forgotten your Unipass Username / Password / PIN (UPP) details? If you have forgotten your UPP login details, you can request a reminder of your username and / or have a password / PIN reset link sent on to you using the Forgotten your details link on the UPP login screen. The reminder process relies on the personal card details that you set up as part of your Unipass Identity application. If you do not remember these details, you will need to call the Unipass Helpdesk on in order to have the reset link sent on to you. After completing the reset process, you will be able to authenticate and open the encrypted . Page 15 of 17

16 Access by users who cannot / don t have a Unipass certificate Users from Non-UK, Trustee and Other organisations will only be able to authenticate using their Unipass Username / Password / PIN seeing as they are not eligible to have a Unipass certificate. Page 16 of 17

17 Document Revision Revision Date Author Amendments /08/2014 UIdP Project Team Approved version for go live of UIdP service /02/2015 UIdP Project Team Updated to include OTP functionality /06/2015 UIdP Project Team Added Data Classification Page 17 of 17