Record Manipulation

	Create a new record
	Delete selected record
	Duplicate selected record
	Preview selected record as Html
	Preview all records in the list as Html

Record Editing

	Edit selected record
	Editor of the record notes
	Edit reminders related to the record
	The same; yellow color indicates that a reminder already exists
	Add an attachment to the record
	Undo record changes

Data Source Icons

	Lock IDGuard
	Undo all changes since the last time a Data Source was opened or saved
	Save the Data Source

Warnings

	Signals the existence of some opened attachments. Your action is needed to save or discard the attachments.
	Signals unresolved conflicts from the last synchronization. Your decision is needed. Further synchronization is impossible unless all conflicts are resolved.

Other Elements

	Edit categories
	Edit templates
	Set up IDGuard options
	Press to mask/unmask fields that are marked as maskable in the template. Works best with the Details view.

About IDGuard

IDGuard maintains sensitive information such as user names, passwords, PINs, accounts, banking information, records, codes etc. Besides this personal information IDGuard can store documents, images and other files (called attachments), whereby all stored data is securely encrypted and is accessible only by entering your password.

Basic features

• User-defined templates (defining the record structure)
• User-defined categories (grouping of records)
• Record notes and attachments
• Reminders
• Auto-lock option
• Secure AES encryption
• Multiple data sources

Secure Documents
You can attach files to any record. Attachments work similarly to an e-mail application and are safely encrypted.
IDGuard supports secure document preview and edit for several popular file types.

e-mail support
IDGuard user forum (preferred support channel)

Record Editing

A record can be "opened" in several ways:

• By pressing the Edit button
• By a double-click on the list
• By a double-click on any record item

Changes to the opened record are finalized by pressing the Save button.
Of course, you can press the Undo button instead and cancel the record changes.

Note, that until you do not Save the Data Source, you can still Undo all changes.

Password editor

If the field label starts with "passw" and if you double-click this label in the record view, you get the password editor.

Change indicator

The rightmost pane of the status bar serves as the change indicator.

Global Save

Unless you press this button, the changes are not stored permanently and can be undone.
IDGuard also offers auto-save on close. (See the Options dialog.)

Global Undo

Pressing this button cancels all changes and reverts to the state when the Data Source was opened or saved the last time.

Attachments

Native Attachments

At present IDGuard natively supports these attachments:

• html, xml, pdf (needs Internet Explorer)
• doc(x), xls(x), ppt(x) (needs MS Office 2000-2007)
• mp3, wav, wma, asf, avi, wmv (needs Media Player)
• txt, log (internal text editor)
• jpg, tif, bmp, png (internal viewer)

These attachments are opened in an internal viewer/editor. The editor respects lock settings and the viewed data is destroyed (saved if needed) once the edit session is over.

Foreign Attachments

All other attachments are opened in the associated editor. (E.g. a gif image is opened in Internet Explorer.) IDGuard does not track the editor activity (it is virtually impossible), but it tracks the existence of the exported documents.

If you open such an attachment, IDGuard will display a warning button in the upper toolbar. Press this button and you'll get the list of the exported document(s). You will typically use this window to close the exported document, but you can also import the changes done on the document should you wish so.

Warning:
Some apps may prevent IDGuard from signalling an opened attachment. (Example: Full-screen pps slideshows.) In these cases you will see the icon later - in the worst case after IDGuard restarts.

Custom Icons

IDGuard offers 36 built-in icons. Those who want more can use custom icon lists.

Custom icons are loaded from external file (IDGuardCustomIcons.icl) and are appended after the built-in icons.

Possibity 1 - Get ready icon lists from the web:

• You can for example Google for "icl icon lists".
• Download .icl file, rename it to IDGuardCustomIcons.icl and copy it into the directory where IDGuardDesktop.exe resides

Possibity 2 - Create your icon list with IDGuard IconListBuilder:

• IconListBuilder.exe is part of the IDGuard installation.
• IconListBuilder extracts icons from various sources - icl icon lists or exe files, for example - and builds IDGuard custom icons, i.e. the file IDGuardCustomIcons.icl.

Why should you use IconListBuilder?

• It strips off unneeded icon sizes making thus the list smaller. (The space matters - at least on the handheld.)
• The handheld device may not be able to read foreign icon lists.

Notes:

• Ready icon list should be installed onto the handheld device. (Icon list is not synchronized automatically.)
  In case of Palm OS use Menu > Tools > Palm OS > Install Custom Icons to Device.
• IDGuard uses icon positions within the list. Be careful when editing the list that is in use - the icons can get mixed up.

Tips and Tricks

IDGuard version

Use the About dialog to find the application version.

IDGuard look&feel

You can resize the application window, move the splitters between the panes, setup columns etc. All these changes are remembered and re-applied the next time you start IDGuard.

Getting help

Most buttons have tooltips.
The status bar shows prompts for the selected menu items.
F1 opens the online help.

IDGuard Locking

IDGuard locks itself after a specified period of inactivity elapses. (Options dialog) To resume the work you need to re-enter the login information.

You can also use manual locking - the Lock Now command accessible from the main menu. The ESC key also has the same effect as the Lock icon.

Wrong password

After you enter a wrong password for the third time, IDGuard exits. This measure is here only to make the password guessing slower - you can restart IDGuard and continue.

Password strength meter

Note the Change Password dialog contains a color bar under the Password field. Its color and length corresponds to the password quality: The longer the bar, the better the password.

Incremental Search

Text typed into the search box (top right corner) serves as a record filter.
(Input focus must be either on the search box or on the record list.)

Sorting

(Details view only) You can sort the records by clicking on the respective column header.
Default is sorting by name.

Masking sensitive contents

Masking means replacing the field contents with a symbol. To mask a field:

1. Edit the template and select the field as masked.
2. Press the mask button

Using Drag & Drop

• You can drag a selected record and drop it onto the tree.
  This is a convenient way of assigning record categories or templates.
• Opening Data Source: You can drag a Data Source file and drop it onto the IDGuard.
• Creating a document record: Drag any file and drop it onto the record list.
• Adding an attachment: Drag any file and drop it onto the record view.
• Exporting attachment: Drag the attachment icon to a suitable file manager.

Using the ESC key

ESC is interpreted as kind of negative action (undo, cancel, lock etc.) wherever it is possible. A few experiments will reveal if this property makes sense to you - most users like it.

Double Click

• Double-click on a record opens the record editor.
• However, if you double-click a document record, it gets opened in the associated application.
• Double-click on an attachment opens the attachment viewer.

Using the Clipboard

• Record list - Details view: Right-click the column > Popup menu > Copy to Clipboard
• The same procedure can be used in the record view
• Text pasted to the clipboard is cleared when the Data Source is closed or locked.

Reminders

A reminder is a kind of alarm consisting of an exact time instant and suitable text.
The purpose is to remind the user that something needs to be done - for example a web login has expired.

To set up a reminder select a suitable record and press the Alarm icon.

Notes:

• For reminders to work the Task Scheduler service must be running on your system.
  (Windows 2000: Control Panel > Administrative Tools > Services.)
• Reminders are entries in the system Task Scheduler. (Accessible from the Control Panel.)

Web links

By clicking a web link, the link will be opened in the web browser. E-mail addresses work similarly.

Printing the record(s)

Use the preview commands - they have the Print command in the menu.

Sync conflicts

IDGuard shows the Sync icon if the synchronization ended with conflicts, i.e. both sides modified the data in such a way that it is impossible to automatically select the correct possibility. You need to press the icon and "finalize the synchronization" manually. Until this is done, any further synchronization (of this Data Source) is refused.

This manual sync should be done on the desktop; the next synchronization will apply the changes to the handheld.

Sync Against...

This menu command can be used to synchronize two desktop Data Sources. The rules are more or less the same as when you synchronize against a device.

(x) Data Sources shared by all users

This is one of the key decisions you have to make in the Options dialog. Technically this option decides whether the data is stored in the "current user" folder or under "all users".

If several users will access the Data Source, you should use the second option. Otherwise it in fact does not matter - just do not modify this setting or you will see different Data Sources.

Data Source cloning

represents a way how to create and exact copy of the opened Data Source.

Backup

creates an exact copy of the opened Data Source. You can place the backup to any drive accessible from your computer. Later on you can use Restore to re-create the Data Source from the backup.

Note that Restore breaks the pairing with the device. You might need to do one-way sync to the device to bring the things back to normal.

Another alternative for backup represents XML export/import.