eWallet Users Guide and Reference for Windows PC Version 8.
eWallet: Users Guide and Reference Ilium Software Published 5/4/2015 Copyright © 1997–2015 Ilium Software, Inc. eWallet, eWallet GO!, SyncPro and Ilium Software are registered trademarks and PassBuilder is a trademark of Ilium Software, Inc. Third-party product and brand names may be trademarks or registered trademarks of their respective owners. The appearance of these trademarks in eWallet does not constitute an endorsement of eWallet or Ilium Software.
Table of Contents 1. eWallet Overview ......................................................................................................... 1 1.1. Welcome to eWallet! .......................................................................................... 1 1.2. Supported Platforms ......................................................................................... 1 1.3. How to Use this Document .............................................................................. 1 2.
6.1. SyncPro Synchronization ................................................................................ 32 6.1.1. Synchronization Setup .......................................................................... 33 6.1.2. Change the Sync Direction ................................................................... 34 6.2. Adding Sync Locations ................................................................................... 34 6.2.1. Hints & Tips ......................................................
Chapter 1. eWallet Overview 1.1. Welcome to eWallet! Welcome to Ilium Software’s eWallet®, the award-winning way to safely and conveniently store your important, confidential information on your Windows PC, Mac, Android device, Windows Mobile-based phone, iPhone, iPod touch, iPad and BlackBerry device. This manual contains documentation for many of the features and functions of Ilium Software’s eWallet for Windows PC (desktop, laptop, netbook, or ultra-mobile).
Chapter 1. eWallet Overview Using eWallet contains detailed information about all of the features and functions of eWallet. If you’d like step-by-step instructions for using many of eWallet’s primary features, check out the online eWallet Tutorials. The eWallet Tutorials are available by clicking the Help Center button in the upper right corner of eWallet on the Windows PC. Ilium Software, the makers of eWallet, are committed to providing both high-quality software and excellent technical support.
Chapter 2. Getting Started with eWallet Ilium Software’s eWallet® is an electronic wallet for your most important personal information (credit cards, calling cards, passwords, PINs, account numbers and more). Like a real wallet, eWallet keeps your information in cards. You can have several related pieces of information on a card. For example, on a password card, you might have a username, a password and a URL. You can also personalize cards with icons, colors, and pictures.
Chapter 2. Getting Started with eWallet The File/Start tab with Ribbon Style set to Office 2013/2010, Windows 7, and Office 2007 (left to right) 2.2. Adding Your Own Cards Cards in eWallet are just like the cards you carry in your real wallet. Create cards for each of the important pieces of information you want to carry with you. Select the category you would like to add a card to, and then click the New Card button on the Home or Edit ribbons.
Chapter 2. Getting Started with eWallet Click on the card in the Card List that you wish to edit, and then select the Edit Fields ribbon. As a shortcut, you can also double-click on a card face to edit your information. To change the appearance of a card, click on the card and then select the Design ribbon. You can also delete cards that you are no longer using. In the Card List, right click on the card you want to delete and select Delete from the context menu. 2.4.
Chapter 2. Getting Started with eWallet To change a category, click on the category in the Card List and then select the Design ribbon. To delete a category, click on the category in the Card List and then click the Delete button on the Edit ribbon. You can change the name of a category and the icon associated with it. Default Card Type lets you select the default card type selected when you create a new card in that category.
Chapter 2. Getting Started with eWallet subcategory on your Windows PC, simply drag the category onto another category. The category you dragged becomes a subcategory of the category it is dropped on. 2.6. Import Wizard eWallet's Import Wizard will help you import information into eWallet that's currently in a different electronic wallet product's format.
Chapter 2. Getting Started with eWallet Once you've confirmed all the cards, the Import Wizard will import all of the information from your file into new cards. Wherever possible, the Import Wizard will match your existing info with the fields in the eWallet. If the Import Wizard can't find a good match for any specific fields, it will put the information for that field into the Notes area of the card. All of your current information will always be kept in the new wallet file.
Chapter 2. Getting Started with eWallet Format your .csv file as follows: • The file must use a comma as the separation character, and not any other character such as a tab • Any actual commas in the data must be surrounded in double quotes (") • Each card is one row • Each card has 9 columns • Each column A is the Card Type (This column is required) This must be one of the 18 Card Types shown below.
Chapter 2. Getting Started with eWallet Card Type Column C Column D Column E Column F Column G Identification Number Name Date Insurance Policy # Group # Insured Memberships Acct # Name Date Name Doctor Serial Numbers Serial # Date From Vehicle Info License # VIN # Voice Mail Access # PIN Web Logins Username Password Date Phone # Phone Numbers Phone Number Prescriptions Rx # Pharmacy Phone # URL The card types in your file must be exactly as shown above.
Chapter 2. Getting Started with eWallet Important We recommend always locking your wallet file when you’re not actively using it. You can also choose to create a wallet without a password. This is useful for storing nonconfidential information that you want easy access to. For instance, contacts, family pictures, clothing sizes, and emergency phone numbers are all information you might want to put into a wallet that does not require a password.
Chapter 2. Getting Started with eWallet The rest of this document contains more detail about eWallet’s features, functions and options available. You can read through them, just use them for reference, or just read the sections you’re interested in. You’re now ready to begin using eWallet with your own information. You can either decide how you want to organize your information and create categories first, or just start creating cards and move them into specific categories using cut and paste later.
Chapter 3. Using eWallet While using eWallet, keep in mind that some options may be unavailable or work differently depending on what kind of object (card, category, etc.) you have selected or are viewing. Right click on objects to bring up a context menu for that object, or hover over an object to bring up a tool tip describing that item. 3.1. eWallet Files Files are the topmost level of information used by eWallet. In eWallet, we call files wallets.
Chapter 3. Using eWallet have read-only access. Alternatively, you can have individual users synchronize from the central wallet to a local wallet on their computer. See Also: Chapter 4, eWallet Security (page 25) Chapter 6, Synchronization (page 31) 3.2. eWallet Categories In eWallet, you use Categories to organize your information. Every wallet must have at least one category, and you can have many different categories in a wallet. Use categories to organize your cards in a way that makes sense to you.
Chapter 3. Using eWallet eWallet Card View You can move your cards between categories at any time. You can move cards between categories using drag and drop. You can also use your system clipboard (cut / copy / paste) to move cards around. Edit, delete, rename, cut, or copy cards by selecting the card and then right-clicking on the card to show the context menu. 3.3.1. Card Types eWallet provides 31 different card types (also called templates) for you to choose from when making a new card (listed below).
Chapter 3. Using eWallet • the card type, number and expiration date • the name on the card • your Personal Information Number (PIN) • the customer service telephone number But you can always enter any kind of information in any field on any card and even rename fields to suit your needs. You’ll notice the Fields area is broken up into two sections: the Card Face Fields section and the Details Pane Fields section.
Chapter 3. Using eWallet • General Purpose – 6 card fields and 25 details fields you can customize • Health Numbers – Insurance, Hospital, prescription, group numbers, etc.
Chapter 3. Using eWallet 3.3.2. Field Options eWallet gives you the option to change the label or type for any field in a card. For instance, you might find that a particular card does not have as many hidden fields as you might like, or perhaps you don't need a URL on the card but you do want an additional phone number field. By editing the options for a field, you can create exactly the sort of card you need. In the Card List click on the card you want to edit, then select the Edit Fields ribbon.
Chapter 3. Using eWallet 3.3.3. Extra Fields Need to store additional information that's not covered by the existing named fields? You can add extra details fields, and set them to the type you want, by pressing the button on the Edit Cardscreen. 3.3.4. Custom Templates If none of the card types we provide is exactly what you are looking for, the options for editing field names and types will allow you to create the exact sort of card you need.
Chapter 3. Using eWallet There are a number of settings you can choose from. If the card has hidden fields, such as a password, PIN or lock combination, you can choose whether the field should be hidden when the card is first displayed (Hide), showing (Show), or displayed in the same state it was when you last displayed the card (Remember). You can also select the color for the text and card background, as well as the icon associated with the card.
Chapter 3. Using eWallet iPhone and iPod touch it supports images taken with the camera as well as images stored in the gallery and photo library on the device. You have two ways to add pictures: link or insert. Linking a picture does not add the picture to your eWallet wallet. Instead, a shortcut to that file is added to the card which allows the picture to display in the background when you view that card.
Chapter 3.
Chapter 3. Using eWallet password fields for you when you launch the web page from the eWallet card. Currently this feature is available for Internet Explorer, Chrome and FireFox. If you are using a different default browser such as Opera, we suggest disabling AutoPass. To disable AutoPass, click the Options button in the start menu, and check the Disable AutoPass box in the Application options. 3.5.
Chapter 3.
Chapter 4. eWallet Security eWallet protects your wallet information in 2 ways: • by requiring a password before displaying any cards in a password protected wallet • by encrypting (making unintelligible) the information in cards in password protected wallets in your wallet file. This means that the information in the file is translated into a secret code so that it can’t be read by any other program. You can set eWallet files to either require a password or not require a password.
Chapter 4. eWallet Security again. Choosing this option will help prevent someone from being able to see your information if you’ve unintentionally left your wallet open. • Having eWallet lock out wallet access if a specified number of incorrect password attempts are made. Once the wallet’s access is locked, no attempts to open the wallet are allowed for a specified period of time.
Chapter 5. PassBuilder PassBuilder™ allows you to generate a password within eWallet. 5.1. Using PassBuilder 1. Edit a card and select the field where you would like to store the password and click Generate Password in the Edit Fields ribbon on your Windows PC. 2. You will be presented with the PassBuilder window which will allow you to choose several options. 3. Pressing Generate Password will build a password to your specification. 4.
Chapter 5. PassBuilder 5.2. PassBuilder Options 5.2.1. Password Length The length of the generated password can be up to 30 characters. 5.2.2. Allowed Characters • Lowercase Letters (a-z) — The password can include lowercase English characters. • Uppercase Letters (A-Z) — The password can include uppercase English characters. • Numbers (0-9) — The password can include numbers (digits). In addition, selecting this option will ensure that at least one character in the generated password is a number.
Chapter 5. PassBuilder • Punctuation — The password can include any of the punctuation characters included in this field. PassBuilder defaults to including: !@#$^&*()-= but you can change the field to anything you like. 5.2.3. Memory Aid • None — This option will generate the most secure password but at the expense of being harder to remember. • Mnemonic Sentence — With this option, PassBuilder will also generate a sentence that could help you to remember the password.
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Chapter 6. Synchronization Synchronization is the process of keeping wallets that are stored in multiple locations updated with the same information. This way, if you make a change to a wallet on your mobile device, the next time you view the same wallet on another mobile device or your desktop/laptop computer, your change will be there.
Chapter 6. Synchronization The Status Bar at the bottom of the Windows PC version of eWallet indicates the last status of the most recent synchronization, regardless of which wallet is currently open. SyncPro synchronization is setup, run, and managed in the Windows PC version of eWallet. Use the Sync Manager to change synchronization settings for your open wallet file. To change settings for another wallet file, first open the file, and then select Sync Manager.
Chapter 6. Synchronization 6.1.1. Synchronization Setup To setup synchronization for an Android device, BlackBerry, iPad, iPhone, iPod touch, Windows Mobile device, remote location, different computer, or external storage device, open the Sync Manager window by clicking the Sync Manager button on the Home ribbon on the Windows PC version of eWallet. You will see the following areas and buttons in the Synchronization Setup display.
Chapter 6. Synchronization Remember that your eWallet passwords need to be the same on any wallets (cloud or otherwise) that sync with each other. 6.1.2. Change the Sync Direction There are times when you may want to change the direction eWallet is synchronizing. That is to say, you may want to only transfer the information in one direction or the other, rather than truly synchronizing the wallets. To change the direction your information is synching, follow the steps below. 1.
Chapter 6. Synchronization At the end of the setup process, eWallet may ask if you would like to synchronize. You can synchronize immediately or click No and synchronize later. Whenever you synchronize your wallets in the future, the wallet will be synchronized to the new location as well. If you’ve made a mistake when entering the path or address for another computer or a remote location, you can correct it by selecting the Sync Location and then clicking the Edit button.
Chapter 6. Synchronization My Wallet.cwlt My Wallet.wlt on work PC My Wallet.wlt on iPhone or Android My Wallet.wlt on iPad/tablet My Wallet.wlt on home PC Using the Cloud Sync option, the cloud version of your wallet file (.cwlt extension) can be considered the “master” version that can be used to keep devices with this feature up-todate. Once you’ve configured your wallet to sync with the cloud, sync can pretty much happen automatically.
Chapter 6. Synchronization 7. Press Next and the sync process will start 6.3.2. Configuring Sync - Start with Local Wallet 1. Start eWallet and open the local wallet you want to sync with 2. Start the Sync Manager from the toolbar area 3. If your Dropbox account is not listed as one of the Sync Locations: a. Press Add b. Select Cloud Sync c. If necessary, enter any appropriate credentials and allow access to Dropbox; otherwise select your Sync Location and press Next 4.
Chapter 6. Synchronization 6.4. Android Synchronization eWallet offers full synchronization with your Android device using a local wireless network. Use SyncPro to quickly and easily synchronize as many wallets as you like directly with your mobile device. An alternative to this direct method is covered in Section 6.3, “Cloud Sync” (page 35). The simplest way to set up synchronization with your Android device is to start eWallet on your device and then press the Sync button (a pair of circling arrows.
Chapter 6. Synchronization • Wireless Networks: In order to synchronize eWallet on your Windows PC with eWallet on your Android device, both devices will have to be connected to the same wireless network. The Windows PC that you are using may be connected directly to the network (not wirelessly) but the Android device must connect wirelessly to use WiFi sync. • Ad Hoc Wireless Networks: It is possible to synchronize your Android device to your Windows PC using an Ad Hoc Wireless Network.
Chapter 6. Synchronization 6.4.2. Create a Partnership Before you can synchronize eWallet on the Windows PC with eWallet on your Android device, you must first create a partnership between the two devices in eWallet. This is a security measure than ensures that whenever you sync, your wallet is always synchronizing with the computer you think it is. Follow the steps shown below to create a new partnership in eWallet between your Windows PC and your Android device. 1.
Chapter 6. Synchronization Once you've completed these steps, eWallet will do the rest. If you are synchronizing more than one wallet you may be prompted on the Windows PC side about whether you want to sync some of the wallets or all of the wallets. 6.5. iOS Synchronization eWallet offers full synchronization directly with your iOS device (iPad, iPhone and iPod touch) using a local wireless network. Use SyncPro to quickly and easily synchronize as many wallets as you like with your mobile device.
Chapter 6. Synchronization needed. Bonjour never interacts directly with any of the data in your wallet or even with the wallet files themselves. • Creating a Partnership: For your security, eWallet requires that you create a partnership with your iOS device within the eWallet program on the Windows PC. This ensures that when you synchronize, your wallet is always synchronizing with the exact same computer you expect it to.
Chapter 6. Synchronization 6. At the Enter Authorization Code window, enter the five digit authorization code that now appears on your iOS device, then click Submit. 7. When asked by the Windows PC version of eWallet if you want to Synchronize, click Yes. 6.5.3. Synchronize Your Wallet Once you've created a partnership between your iOS device and your Windows PC, you can synchronize your wallet whenever you need to.
Chapter 6. Synchronization Only when I have Select this confirmation option to prompt for confirmation if you multiple files synchron- have more than one wallet file to be synchronized. izing Sync Errors: In pop-ups and in the With this option selected, a sync error will notify you with a message status bar that must be dismissed (there will be an indication of the error in the status bar as well).
Chapter 6. Synchronization If you don’t want a Windows PC wallet file synchronized with your mobile device any longer, simply move the file out of the My Documents folder on your Windows PC and out of the My Documents folder on your Windows Mobile (touch) device. In ActiveSync, you can find out where this folder is by opening the ActiveSync Options dialog, selecting File Synchronization and clicking the Options or Settings button.
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Chapter 7. More eWallet Features Backups For extra safety, we encourage you to make backups of your eWallet files (as well as all of your important information). These backups, like backups of any of your other important files, should be saved somewhere offsite on a reliable media. eWallet also has an automatc backup copies feature will will make a copy of your wallet after you close it and can keep a number of these copies around in case you need them.
Chapter 7. More eWallet Features Export You can export your eWallet information to a text file from eWallet by using Save As... a text file on a Windows PC for printing or extra backup. This will copy all the information on each card in your wallet to the file you specify. Please note that exported information is not secure, and that any colors, graphics and attached files associated with a card are not exported. Also, it is not possible to import this data back into eWallet.
Appendix A. Customer and Technical Support A.1. How to Contact Ilium Software Information and Sales For Technical or Customer Support, Sales or general queries, please visit our web site. If you have a question, the best way to reach us is via the contact information below. Support For Technical or Customer Support, visit our Support1 area, or reach us using the contact information below. Contact Information 1 Web: Use our secure web server at www.iliumsoft.com Email: www.iliumsoft.
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Index A adding cards, 4 AES encyption, 25 Android, 38 appearance, 23 attachments, 20 AutoPass, 22 B backups, 47 C card properties, 19 card types, 15 cards, 14 changing, 4 deleting, 4 categories, 14 adding, 5 changing, 5 deleting, 5 nested, 6 certification, 25 cloud, 35 copy smart, 47 CSV importing from, 8 customer support, 49 F fields, 18, 19 files, 13 find, 47 FIPS compliance, 25 G getting started, 3 graphics, 20 I icons, 22 import, 7 iOS, 41 iPad, 41 iPhone, 41 iPod touch, 41 N notes pane, 47 O opt
Index R recent cards, 47 S search, 47 security, 25 shortcuts, 23 Skype, 18 starting, 3 sync locations, 34 synchronization, 31, 32 Android, 38 cloud, 35 file, 44 iPhone, 41 SyncPro, 32 options, 43 T technical support, 49 templates, 19 theme, 23 U updates, 23 using, 13 W Windows phone, 1 52
