Unipass Securemail Client User Guide v1.2 This document provides a step by step illustrated user guide for the Unipass Securemail desktop software client / plug-in. UIdP Project Team 28/06/2015
Contents What is it?... 3 Technical requirements.... 3 How to install... 4 1 - Download the installer... 4 2 - Install the plug-in software... 7 3 - Protect your email address... 9 Opening and sending encrypted emails.... 14 Forgotten your Unipass Username / Password / PIN (UPP) details?... 15 Access by users who cannot / don t have a Unipass certificate... 16 Document Revision... 17 Page 2 of 17
What is it? The Unipass Securemail client, also referred to as the Unipass Securemail plugin or Unipass Securemail desktop software, is a fully integrated plug-in for Outlook and Windows Live Mail. It allows the sending and opening of encrypted emails using your existing email software. It can be downloaded from the Unipass Securemail website and it is freely available to financial services users in the Unipass community. A version of Securemail software is also freely available to consumers - including policy holders and the clients of financial advisers - from Trend Micro (http://www.trendmicro.co.uk). 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 email 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
How to install 1 - Download the installer On the Unipass home page (www.unipass.co.uk), click the I want to use Unipass Securemail 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
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 Securemail installer using either your Unipass certificate (if you are allowed to hold one) or your Unipass Username / Password / PIN. Page 5 of 17
Once logged in, click on the Securemail installer tile and follow the onscreen instructions. Page 6 of 17
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 Securemail.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
The installation process will then get underway.. Page 8 of 17
3 - Protect your email address Once the plug-in is installed, click Next to protect your email address. Enter the email address you will use to send and open encrypted emails, and click Next. Again, the Next button will only become active once the email fields have been populated Note: It has to be the same address you used when applying for the plug-in on the Securemail website or when applying for your Unipass identity. Page 9 of 17
The installation process will then get under way... Page 10 of 17
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 email address you provided earlier. Page 11 of 17
The Securemail plug-in is now installed and your email address is set up to send and open encrypted emails. Page 12 of 17
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Opening and sending encrypted emails. Once the Securemail plug-in is installed, a new tool bar will appear in Outlook or Windows Mail. Use the Send Private button to send a secure email immediately, or the Make Private button if you're working on an email and you want to make sure that you send it securely when it's finished. Opening or sending an encrypted email 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 Securemail Client pop-up allows you to select the address which will be used when sending an email. The email is opened/sent as soon as your credentials are verified. Page 14 of 17
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 0871 22 12345 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 email. Page 15 of 17
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
Document Revision Revision Date Author Amendments 1.0 01/08/2014 UIdP Project Team Approved version for go live of UIdP service 1.1 21/02/2015 UIdP Project Team Updated to include OTP functionality 1.2 28/06/2015 UIdP Project Team Added Data Classification Page 17 of 17