Add record
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Add record |
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To add a new record first of all select the folder in which the new record should be started. To do so click on a folder with your left mouse button. In the right array the content of the folder will be displayed now.
Click on the blank array with your right mouse button and choose "add record" in the context menu. Then a new window opens for the recording of the new record. According to the selected folder and the dedicated form you can enter different data.
Following an overview of the most important arrays for the recording of records:
General data Filed in folder There all folders are listed, with which the record will be linked or already is linked. Click on the pushbutton on the right side to directly get to the link-ups. There link-ups can be added, edited or deleted.
Valid until Hereby you can define the validity of the record. As soon as you set the check mark you can set the date for the validity or the record. Furthermore you will be asked if a task should be created therefor. You can edit the task at saving. Further information on tasks you find in the chapter "Tasks".
Expires every X days Hereby you can define how many days a record is valid. Via the pushbutton on the right side you can let the date be set on the target value. In doing so the remaining days will be accordingly recalculated.
Remaining days Shows the remaining days until the record expires.
Comments Comments and notes Paste in any length of texts here. The comments will also be displayed in the detail array in the list.
Tags Enter any search keys in this array. In the data sheet you can search for these tags then and therefore find the record more easily.
Own arrays You can start as many own arrays per record as you want and therefore suit the record to your individual purposes. Click on the pushbutton "add array" to start own arrays. It is also possible to deposit "own arrays" as a sample for a folder. You can find further information on these samples in the chapter "Edit folder".
There are three different types of of arrays for own arrays:
If you should require further types of arrays you also can directly edit the form or start a new form for a specific purpose of use. You can find further information on forms in the chapter "forms".
Afterwards set up the data of the new array.
Array inscription This is the description which is displayed in front of the box.
Array name This is the clear identification of the array. The array name may only occur once per folder. The array name is also used as a variable name, e.g. for the password entry. So choose an appropriate and significant name. Please note that here no special signs and umlauts can be used.
Type of array The type of array will be preset with the help of the type of array you have chosen and can not be changed.
Mandatory field Activate this option if the new array is a mandatory field. The record then only can be saved if the array has been filled in.
Internet link (URL) If the array is for a URL activate this option. Then additional functions are available at this array (e.g. direct call in the browser).
EMail address If this array is for an email address activate this option. Then additional functions are available at this array (e.g. sending emails).
Link-ups Here you can see with which other data the current record is linked. Link-ups are very practical because thereby redundancies, that means double data management, can be avoided. Therefore folders, applications, labels, etc. can be used repeatedly for various records.
In the list all link-ups of the current record are displayed, arranged according to the type (folders, documents, favourites, labels, applications). To add further link-ups click on the pushbutton "add link".
That way records can be linked with as many folders, applications, etc. as desired without having to start data repeatedly. If a password is required in several folders, for example because a co-operator member has got no access to the other folder structure, then it is enough to additionally link the password with the folder that the co-operator can access.
The following possibilities are currently available Folders Herewith you link the record with any folders.
Documents Herewith you link the record with any documents. Then the documents are directly apparent in the password list in the detail array to the particular record on the tab "affix/documents", and can directly be edited or accessed.
Favourites (per user) Every user can highlight his/her records as a favourite. This is a personal setting for every user and therefore does not affect other users. Favourites have a green qualification in the record list, therefore a sorting or grouping is also possible. Furthermore a search folder "favourites" can be started in which all records marked as favourites are listed.
Label With Label you can highlight records in terms of colour and therefore categorize records.
Application If you link applications, the record for the automatic password entry of this application is available.
Examples for the manual capture of applications you can find in the following chapters: Password entry with Internet Explorer
Application: Internet Explorer Herewith you can directly record a new website on the Internet Explorer and start it as an application and afterwards directly link it up. Hereby the steps are radically shortened and directly adapted to the Internet Explorer, so that it is much easier to quickly read out an internet page and fill in the form fields automatically.
Now you can read out the form fields of an opened internet page on the Internet Explorer. Password Safe automatically allocates arrays. It also can happen, like in this example, the the allocation is not correct. Delete the arrays you do not need. Click with you right mouse button on the line you want to delete. Afterwards a context menu appears in which you can choose the action "delete array". If the arrays should not be memorized automatically or should the list be blank delete the check mark on the left below "delete unassigned arrays" and afterwards click on the button "download arrays" in the upper area. Afterwards the arrays of the internet page will be memorized again. In the column "value (allocation)" you can see which data is being entered. With a double click you can change or add the value of the allocation.
Tip: If you do not know which array is meant you can place the internet page next to Password Safe and when changing the arrays these will be highlighted in terms of colour in the browser.
With a double click you can set up the allocation, that means which data will be entered in which array. You can read out the name of the array in the form properties. If the record is already linked with an application, like in this case, you can comfortably choose the arrays via the button "display available variables". Since Password Safe has already determined the arrays properly here this step of the manual allocation drops out.
URL Here the URL is displayed on which the array was found. A manual change is not possible.
Type of array Here the type of array is displayed. A manual change is not possible.
Array ID This is the ID of the determined array. Via regular expressions also randomly generated arrays can be properly allocated here.
Array name This is the name of the determined array. Via regular expressions also randomly generated arrays can be properly allocated here.
Array value Via the array value you can directly allocate data out of the record. It works with variables. Either directly enter the array value or click on the pushbutton next to the array and choose variables that are available at the record. But the allocation of variables is not possible until the application is already linked with a record.
After the not required arrays have been deleted, the following arrays remain for the automatic entry. Close the dialogue by clicking on "save".
The automatic entry itself already works if you now close the application dialogue with "save". After closing the dialogue you are back at the record. Close the dialogue with "save" and call up the internet page again. Afterwards Password Safe automatically enters the data.
Edit and delete link-ups Already created link-ups can be deleted again. To do so you click on the desired link-up in the list with your right mouse button and choose "delete link" in the context menu.
Also some link-ups can be edited directly. If you want to adapt an application for example you can access the application directly with the password and edit the application via the detour over "administrate applications".
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