Quick Start - Web Confidential for Palm
To get a general idea of Web Confidential please read the User's Guide of the Macintosh version.
<http://www.web-confidential.com/documentation.pdf>
You need Adobe Acrobat Reader to open or print it. Adobe Acrobat Reader is free. You can download it from Adobes Web Site:
<http://www.adobe.com/prodindex/acrobat/readstep.html>
Use HotSync to install "Web Confidential.prc" on your handheld. Consult your handheld's manual if you're not sure how to do this.
Start Web Confidential by tapping on the Confidential icon in the Application Launcher.
Web Confidential for Palm is modeled after the Palm Address Book. If you know how to use the Palm Address Book you should have no problem using Web Confidential for Palm.
When you start Web Confidential for Palm you see a list with your records. Tap a record's title to view it, tap the Note icon to edit the attached note in a full screen Memopad-like view. Tap the New button to create a new record. Tap the category popup to list the records in a specific category. We have already defined sensible categories for you, so you don't need to do that anymore. Encrypt your database by selecting the "Encrypt..." item from the Encryption menu or tap the Lock button. You can enter or change your passphrase by the "Change Passphrase..." item in the Encryption menu.
When you tap a record's title you are presented with an Edit view. Tap the field you want to change to edit it.
The fourth field, which contains a password or account number, will be hidden to prevent people looking over your shoulders seeing it. To view or edit the password, tap the field. To hide it again tap any other field.
To change the record's category tap the category selector and select the category from the popup list.
The buttons at the bottom of the screen are Done, Details, Key, Expand and Note.
When youre finished editing or viewing your record tap the Done button. You return to the record list.
Tap the Details button to show the details dialog. You can delete the record, change it's category or mark it private. Go to the Security application to hide private records. Note that private records are just hidden, not encrypted. To encrypt your database, including the private records, select the "Encrypt..." item from the Encryption menu in the list view or tap the Lock button.
You can copy the password field to the clipboard by tapping the key icon. You can then paste it in another record or another application.
If the text is too large to fit in a field tap the Expand icon to popup a dialog in which you can edit it. If the text is too large for the expand dialog scroll your text with the scroll bar.
To edit the note field in a full screen view tap the Note button.
HotSync
To HotSync a Web Confidential database you need a PowerPC Macintosh with Palm Desktop 2.1 or higher. We recommend Palm Desktop 2.5, which is included with Mac OS 9. You can also download Palm Desktop from the Palm Web Site:
<http://www.palm.com/>
The Windows 98 version of the Conduit is under development.
The Conduit requires Web Confidential version 2.0 or higher. If you are still using an older version, please download the new version and convert your file to the new Web Confidential version 2.0 file format.
<http://www.web-confidential.com/notes20.html>
For HotSync to work, your password file on the Macintosh should be encrypted. The database on the Palm should have a passphrase defined, use the same passphrase as for your Macintosh password file. The database on your handheld should not be encrypted when you start HotSync. You can close it after HotSync has finished.
To install your desktop data on the Palm, do the following:
Drag the Confidential Conduit to the Conduits folder inside the Palm Desktop 2.5 folder.
From the Palm icon in the menu bar select "HotSync/Conduit Settings...".
Double click on "Web Confidential".
Select "Macintosh overwrites Palm".
Click the Set button and select your Web Confidential password file. The Web Confidential password file should be encrypted.
On the Palm start Web Confidential by tapping on the Confidential icon in the Application Launcher.
Tap the menu silk button and from the Encryption menu and select "Change Passphrase...". Enter the same passphrase as used for the desktop file. To HotSync the Web Confidential database on your handheld should not be encrypted.
Put the Palm in the cradle and push the HotSync button. Your Web Confidential password file will be installed on the Palm.
After installation of your password file the Conduit will automatically change its settings back to Synchronize.
If you change a record on your handheld or your desktop it will be synchronized at the next HotSync. Note that if you changed a record on both the desktop and your handheld you will end up with two records after a HotSync because the HotSync manager in that case can never know which data you want to preserve.
Encryption
Before you can encrypt your database, you should enter a passphrase. In the list view select Change Passphrase... from the Encryption menu. If you want to HotSync with your desktop, you should use the same passphrase as for your Macintosh password file.
Close your database by selecting Encrypt... from the Encryption menu or tap the lock icon. You can now switch to another application, your database will stay encrypted. When you need to look up a record, launch Web Confidential for Palm, tap the padlock icon and enter your passphrase.
Whether your database is open or closed you can always switch to another application. When you launch Web Confidential for Palm again, it will check if the database is closed or open. If it is open it will show your records/passwords. If it is closed you can enter your passphrase to open the database or switch to another application, leaving your data encrypted.
Questions & Answers
Q In the Conduit Settings I cant select my desktop file.
A Make sure your password file is upgraded to Web Confidential 2.0 and that it is encrypted.
Q I have set the Conduit Settings correctly, but still my desktop data is not synchronized to the handheld.
A Register the Palm application. Start the Palm application and tap the registration button. Enter the key we sent you. Enter the passphrase in the Palm application (menu Encryption/Change Passphrase...). Use the same passphrase as for your desktop file.
Q It still doesnt work.
A Please check the HotSync log. Click the Palm icon at the right side of the menubar and select HotSync/View Log. Send the log message to <mailto:palm-support@web-confidential.com>.
Q Why should the Palm database be unencrypted when doing a HotSync?
A Because interruption of the HotSync process to allow you to enter your passphrase, would conflict with Palms concept of HotSync.
Q Web Confidential for Mac has reorganized the categories. Is there any easy way to transfer multiple entries from one category to another?
A The Password Manager category is now called Miscellaneous. Some passwords to log onto a Web Site should now be put into the category Web Forms. There is an easy way to change the category. First put all your data on the Palm. On the Palm it is very easy to change the category via the category pop up menu. Tap a card in the list view. When the card is in the edit view and you tap the category pop up menu, the category is changed. Now HotSync!
Q I have forgotten the passphrase. Can you decrypt my database?
A Sorry, without your passphrase nobody can access your data.
Q Will my database be backed up at HotSync?
A When during a HotSync your handheld database is unencrypted, the Conduit will synchronize with your desktop file. If it is encrypted, a backup of your handheld database will be put in the backup folder of your user folder. The clear text unencrypted database will never be put on your desktop computer.
Q Can Web Confidential automatically close the database?
A The present version of Web Confidential for Palm has no autolock feature. The next version will have several ways to automatically close the database. This version will be available before July 1, 2000.
Q What is the difference between Web Confidential and other Palm security applications?
A Web Confidential is the only product which has a Macintosh version, a Windows 98 version and a Palm OS version. The Palm version is supplied with a Conduit to synchronize the handheld data with your desktop file. So, if you use a PC at work, an iMac at home and a Palm on the road you can access your data everywhere. Also, Web Confidential uses Blowfish for encryption, which has no known weakness.
Version 1.0, May 2000.