Password Safe and Repository
Contents
Index
Search
Preface
Questions and answers
Safety
Licensing
Usage scenarios
Editions
Personal Edition
Standard Edition
Professional Edition
Enterprise Edition
Enterprise Server
iOS App (iPhone, iPad, etc.)
Android App
Web Access
First steps
System preconditions
Quick Start Guides
Singleuser
Multiuser
Client- / server
Download and installation
Local installation
Network share / network installation
Terminal server / citrix installation
Databases memory location
Update
Upgrade v5, v6 to v7
Import of PSX backups (v5, v6, v7)
Demo version
Activation
Activation of Personal and Standard Edition
Activation via Software Activation Assistant
Extend with a module key
Activation with a License Certificate
Embedding an existing License File
Activation of Professional and Enterprise Edition
Creating a license file
Distribution of the license file to the clients
Extend with module key
Database concept
Set up database
Singleuser database
Multiuser database
Link with an existing database
Enterprise server connection certificate
Backup
Single and multiuser databases
Client- /server databases
Database login
User Login
Login with Password Safe users
Login with active directory users
Login via PKI / certificate
Login problems
Basic settings
General settings
General
Safety
Folders
Clipboard
Password
Hot keys
Quick access
Internet Browser
Browser addons
Documents
Messaging
Search
Download
Records
Database settings
General
Auto backup
Currencies
Logbook
Password
Seal
Locking
Release system
Right management
USB stick
Offline mode
Mobile devices
Reports
HTML-Webview
Personal settings
Language
Color scheme
Auto login
Plugins
Standard USB stick
PKCS#11
Password key USB key (outdated)
Modules
Network logon
Terminal server / citrix
Without client licensing
Handling
User interface
Folder and navigation
Detail area
Tabs
Quick access
Quick access toolbar
Data sheet functions
Quick search
Show or hide columns
Arrangement
Sorting
My profile
Handling of data
Folders
Add folder
Redefine folder
Copy folder
Move folder
Delete folder
External links
Favourite folders
Edit folder
Folder quick search
Search folders
Private folders
Datasets (e.g. passwords)
Add dataset
Edit dataset
htaccess connection
Move dataset
Copy dataset
Delete dataset
Print dataset
Use datasets
Copy user name
Copy password
Copy URL
Copy array
Clear clipboard
Go to folder
Add attachment/documents
Quick view (space bar)
History
Unblocking and safety
Extras
Properties
Change Form
TAN management
Bank management
Add bank
Edit bank/accounts
Delete bank
Add TAN block
Edit TAN block
Delete TAN block
TAN menu
Add TAN`s
Edit TAN`s
Delete TAN`s
Use TAN/iTAN/highlight as used
Import TAN list
Tasks
New task
Edit task
Task advice note
Mementos
Messages
New message
Read message
Reply message
Forward message
Message advice note
Documents
Add documents
Edit documents
Link documents
Documents parameters
Documents history
Run/open documents
Documents settings
External links
Search
Global search
Extended search
User filter
Search for passwords
Search for documents
Search for messages
Search for tasks
Search for banks
Search for seals
Search profiles/recurrent search
Change form
Forms
Create a form
Export / import forms
Edit/extend a form
Delete form
Password guideline
Manage password guidelines
Check password guidelines
Single password generator
Seal
Seal a dataset
Require to unseal
Sealing messages and unseal
Break seal
Delete seal / seal again
Sealing logbook
Sealing templates
Lock/unlock
Install lock
Delete lock
Use lock
Locking templates
Releases
Create and manage releases
Use releases
Automativ entry (Applications)
Install browser addons
Mozilla Firefox
Google Chrome
Opera
Opera Next
Safari
Update browser addons
Delete browser addons
Convert older applications
Create applications
Fill in form fields (web browser)
Script for entry sequence
Controls
htaccess
Edit applications
Delete applications
Examples
Browser application
Existing password
New password via addon
New start of a dataset
Windows application
Parameter passing to application
Login with script
Password entry with hot key
Automatische Eintragung ohne Anwendung
Anmeldung an SAP
Remote desktop connections
Workflow management
Filter function
Start workflow
Wildcard character
Logical links
Workflow Events
Edit after application
Delete after application
After new application
Edit before application
Delete before application
Before new application
After task status change
After new task for user
Before task status change
After user editing
After printing user
After opening user
Nach Benutzerpasswort ändern
Edit after group
After printing group
After deleting group
After adding group
After opening group
After deleting private data
After new user
After changing the user memberships
After changing the group memberships
Edit before user
Before printing user
Before opening user
Before changing user password
Edit before group
Before printing group
Before deleting group
Before adding group
Before opening group
Before opening the user and group management
Before deleting private data
Before new user
Before changing the user memberships
Before changing the group memberships
After saving database settings
Before saving database settings
Before opening database settings
Create after USB stick
Synchronize after mobile device
Create before USB stick
Synchronize before mobile device
After new mail
After deleting logbook
After opening logbook
After logbook entry
Before deleting logbook
Before opening logbook
Open history after password
Open logbook after password
After editing password
After printing password
After copying password
After deleting password
After closing password (without saving)
After linking password
After removing password
After changing password release
After new password
Open history before password
Open before password logbook
Before editing password
Before printing password
Before copying password
Before deleting password
Before linking password
Before removing password
Before opening password
Before changing password release
Before showing the passwords
Before new password
After copying folder
After deleting folder
After copying folder recursively
After redefining folder
After removing folder
After opening folder
After opening folder properties
Before changing folder release
Open after folder logbook
After new folder
Before copying folder
Before deleting folder
Before copying a folder recursively
Before redefining folder
Before removing folder
Before opening folder
Before opening folder properties
After changing folder release
Before new folder
After seal messaging
After breaking seal
After user login
After copying to clipboard
After request of rights
After remote-desktop-connection
After new system message
Before disconnecting database connection
Before remote-desktop-connection
Before maximizing from the systemtray
Before starting the quick access bar
Before starting quick access
Before copying to clipboard
After managing workflow system
Before managing workflow system
Workflow actions
HTML-WebViewer
System-Task:HTML-WebViewer
Dialogue
Yes/No confirmation
Enter user password
Event seal
Release system
Four-eyes-principle
Enter password
Certificate verification
Event viewer
Internal mail
MAPI mail
Start program
SMTP mail
System-Task: SMTP Mail
Start application
Link application
Dataset seal
Dataset lock
Predefine password
Edit rights
Standard browser
Workflow examples
Attention
System tasks
SMTP mail (reports)
Sending SMTP messages
Sending SMTP tasks
Active Directory synchronization
Seal
Locking
WebViewer export
Logbook export
Examples
Example task for SMTP mail (expiring passwords)
Example seal
WebViewer
Preconditions
WebViewer export
Handling of the WebViewer
Right management
In general
First steps
First login
User and group management
Setup of groups and user accounts
General settings for the user account
Membership to a group
Define general basic rights of the user
Group rights
Active Directory
Restrictive users
Miscellaneous
Manage permissions and rights
Inheritance of rights
Ask for rights
Right templates
Right templates for private folders and datasets
Private and public datasets and documents (user choice)
Information on datasets
User login
Blocking of a user
Delete a user
Licensing
Restricitve users
Active Directory connection
Settings
Readout/import users and groups
Active Directory synchronisation
Active Directory elements
Activate / deactivate elements
Update to version 6.3
Reporting and interpretation
Reports
Report User Rights
Logbook
Dataset logbook
Folder logbook
Icons
Labels
Import
Import form data
Import users and groups
Export
Set up USB stick
Enterprise Server
Sessions
Gesperrte Benutzer
Miscellaneous
Removal on a new PC
Updates
Set up USB stick manually
Configure network logon
Configuration file
Environment variables
Overview file endings
Terminal server/citrix
Problem solving
Error codes
Support
Licensing terms and conditions
© 2016 MATESO GmbH