Trend Micro DirectPass Staying safe on the web just got a whole lot easier. Trend Micro™ DirectPass helps you securely manage and sync your passwords across your personal computer, laptop, phone, and tablet. By using a single Master Password to encrypt and access your online credentials, DirectPass makes it easy to keep your online identity safe. Easy to Use Manage passwords and sign into websites with a single click. Secure Keystroke and data encryption keeps your personal information and website credentials safe. Smart Your Master Password and profile make signing up for and signing into websites a breeze. Convenient Securely sync your DirectPass data across your phone, tablet, and computer. 1
53
Embed
Trend Micro DirectPasssolutionfile.trendmicro.com/solutionfile/directpass/Trend Micro... · Trend Micro DirectPass ... Secure Browser prevents unknown programs from accessing your
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Trend Micro DirectPass
Staying safe on the web just got a whole lot easier.
Trend Micro™ DirectPass helps you securely manage and sync your passwords across your personal computer, laptop, phone, and tablet. By using a
single Master Password to encrypt and access your online credentials, DirectPass makes it easy to keep your online identity safe.
Easy to Use
Manage passwords and sign into websites with a single click.
Secure
Keystroke and data encryption keeps your personal information and website credentials safe.
Smart
Your Master Password and profile make signing up for and signing into websites a breeze.
Convenient
Securely sync your DirectPass data across your phone, tablet, and computer.
The password list stores all of your website credentials. Use the passwords in your list like regular bookmarks, and DirectPass will sign you in
automatically.
Saving Passwords
DirectPass will ask to save your website credentials for quick access whenever you sign into a website. When asked if you want to save your password
for a given site, just click Save. The next time you visit that site, your credentials will be pre-filled for you.
If you do not want DirectPass to ask for confirmation before signing you into a website, mark the Never ask to sign into websites checkbox.
Using Passwords
To use a password, just click the account of the website you want to visit, and DirectPass will sign you in automatically. If you do not see the password
list, click the DirectPass icon on your browser's toolbar, and provide your Master Password if asked for it.
Updating a Password
If you changed your credentials for a website and want to update DirectPass, just sign into the website again. DirectPass will automatically make the
change for you.
Organizing Passwords
DirectPass saves your passwords in the order that you created them. To change the order, just drag an account to where you want it on the list.
Adding a Second Website Account
If you have more than one account for a website, you can save those credentials too:
1. Sign out of the website and return to the sign-in page for the site.
2. When DirectPass asks if you want to sign in again, choose Cancel to avoid signing in with the current account.
3. Type in the other credentials yourself.
4. When prompted to save the new account password, make sure to provide a different name for the account, so that you can easily tell them apart..
The next time you go to the website, DirectPass will ask which account you want to use for signing in. Just pick the preferred account from the
dropdown list.
Editing Accounts Manually
If you prefer to manage your accounts more directly, you can also edit the individual values within a passcard and modify the sign-in parameters.
8
Profile
Complete your profile so that you can quickly fill out online forms when making online purchases or signing up for services. Your profile can store all
sorts of helpful personal information:
Email address
Billing addresse
Phone numbers
Credit card details
Just like your passwords, your profile information is protected by strong encryption. So, you can safely store sensitive information without worry.
Creating Your Profile
To create your profile, select the Profile tab on the main console and click Create a Profile. You can fill out four information sections:
1. Personal
2. Contact
3. Address
4. Credit Card
The information you type in the text boxes for each section will be saved as soon as you click outside any box.
Using Your Profile
When you reach a webpage that requires you to fill out a form, just click in the text field you want to modify. Click the message Click here to auto fill and
all the form fields will be filled automatically.
If you add or change information on the web form, DirectPass will ask if you want to update your profile.
HTTP Security Risk
For your protection, Direct Pass will not allow you to submit credit card information over an unsecure HTTP connection.
9
Notes
Just like everything else in DirectPass, the data stored in notes is securely encrypted, so you can use them to store sensitive information:
Passwords for other software
Personal identitfication details
PIN or security codes
Creating a Note
To create a note, select Notes on the main console and click Create a Note. DirectPass automatically saves what you type in the title and text boxes as
you type.
To create a second note, click the Add New button at the bottom of the note list.
To rearrange the order of your list of notes, just drag the note to a new position in the list.
Editing a note
To edit a note, select Notes on the main console and and then choose the note you want to edit. Just click the note title or text area, and start typing.
Your changes are saved automatically as you type.
10
Secure Browser
Secure Browser is a web browser designed specifically for online banking and other financial transactions.
Security Features
Secure HTTP
Like regular web browsers, Secure Browser uses HTTPS. However, because HTTPS only secures the connection between your computer and your
bank, Secure Browser includes additional security features.
Hardened System
By disabling any unnecessary browser add-ons or plug-ins, Secure Browser eliminates ways that your data could leak out.
Keystroke Encryption
By encrypting what you type, Secure Browser hides your confidential information from other parts of your computer system to block potential snooping
by other software.
Process Validation
Secure Browser prevents unknown programs from accessing your web browser or monitoring data being sent though your computer.
Warning Messages
If Secure Browser cannot prevent an unknown process or DLL (dynamic-link library) from affecting your Secure Browser, a Suspicious Activity warning
will appear. If that happens, you should run a full virus scan right away by visiting this website:
You can download and install the free version of Trend Micro DirectPass, which offers all the features in the paid version, with the following limitations:
You can access only five passwords
You can create only five notes
Even though you can only use five passwords, you can still save your passwords. When you upgrade to the paid version, you can start using all of the
How to find these settings:Main Console > Settings > Master Password
Changing Your Master Password
1. Click Change your Master Password.
2. Type your current Master Password and then click OK.
3. Type your desired Master Password, and then confirm it in the space below. Provide a hint that will help you remember your Master Password, andclick Next.
4. Check your Master Password by moving your mouse cursor over it. If everything looks good, click OK.
If you change your Master Password, you will need to manually update each device by first providing your old Master Password.
Updating Your Master Password on Another Device
1. Type your OLD Master Password to unlock your device.
2. Sync your device:
If your device is set to Auto Sync (the default setting), then the device will sync by itself soon.
If your device is set to Manual Sync, then click Sync Now.
4. Type your NEW Master Password when asked.
If your new Master Password is accepted, then your device has been successfully updated.
Master Password Requirements
Your password must have between 6 and 20 characters.
You must use a combination of at least two kinds of characters:
Letters (A-Z, a-z)
Numbers (0-9)
Symbols (?_!@#*-+/$%^&()={}[]\|"'?<>.,~`)
The password system recognizes the difference between upper case letters and lower case letters.
Your password may not include the following characters:
Umlaut (Ä, ä, and others) or Asian language characters (such as Chinese, Korean, or Japanese characters)
Shortcut keys, such as Ctrl+C or Ctrl+V
Ask for My Master Password
You can choose how often DirectPass will ask for your Master Password. This provides additional protection if you step away from your computer.
You will also need to provide your Master Password in these situations:
The first time computer starts or after restarting
The computer locks and then is unlocked
The computer's screen saver activates
16
Data Controls
How to find these settings:Main Console > Settings > Data Controls
Backup and Sync
DirectPass encrypts and backs up all your DirectPass data using your Trend Micro account. Your data is also stored everywhere you have DirectPass
installed. Your passwords, profile, and notes always stay up to date and available wherever you use DirectPass.
You can turn off automatic sync if you want to use less bandwidth on your computer or mobile device.
Mark the Automatically synchronize and back up my data to keep your information up to date on all of your computers and devices.
Export Data
You can export your DirecPass data in CSV file.
To export all your DirectPass data:
1. Click Export data.
2. Located the exported file on your desktop.
Be careful with your exported file, because it contains unprotected data.
Import Data
If you already have saved passwords in your browser or another password manager, you can import them into DirectPass.
To import passwords from a DirectPass file:
1. From the DirectPass main console, click Settings and then Data Controls.
2. Under the Import Data heading, click DirectPass File to find the exported DirectPass file.
3. When you select the file, it will be imported automatically.
Remember to delete the exported data file after importing the data into DirectPass, because the file contains unprotected data.
To import passwords from another password manager:
1. From the main console of DirectPass, choose Settings and select Data Controls.
2. Under the Import Data heading, click Other Software.
3. Choose the appropriate program from the dropdown list.
4. Instructions will appear to explain how to export your passwords from the other program and get them ready for DirectPass.
5. After exporting the passwords from the other program, click Browse to open the file you created during the previous step. DirectPass will thenimport the passwords.
Remember to delete the exported data file after importing the data into DirectPass, because the file contains unprotected data.
To import passwords from your web browsers:
1. From the main console of DirectPass, choose Settings and select Data Controls.
2. Under the Import Data heading, click Web Browser.
3. When DirectPass asks you to start the import, select Remove passwords from browsers after import if you want to delete your passwords fromyour web browsers after importing them.
4. Click Start to begin importing.
5. Click OK when the confirmation window appears.
If a password protects your browser passwords, then you will need to remove the password before you can import them into DirectPass.
17
Auto Sign-In
How to find this setting:Main Console > Settings > Auto Sign-In
Normally, when you open a website associated with a saved password, DirectPass will ask if you want to sign into the website. If you
prefer, DirectPass can sign you directly into the website without asking for confirmation.
Mark the Always sign into websites without asking checkbox to make DirectPass stop asking for confirmation.
18
Exception List
How to find these settings:Main Console > Settings > Exception List
Password and Secure Browser Exceptions
If you do not want DirectPass to save passwords or use Secure Browser for a specific website, you can add the site to the Exception List.
To add a website to the Exception List:
1. Click Add to open the Add or Edit an Item window.
2. Type or paste the URL of the website you want to add to the exception list.
3. Choose the conditions that should apply to the website: Never ask to save sign in data and Never ask to open in Secure Browswer.
4. Click OK when finished.
To modify a website in the Exception List:
1. Click the pencil icon in the right-most column of the website you want to modify.
2. Adjust the settings you want to change.
3. Click OK when you are finished.
To delete a website in the Exception List:
1. Mark the checkbox of the website you want to delete.
2. Click Remove to delete the website.
19
Proxy
How to find these settings:Main Console > Settings > Proxy
If your computer connects to the Internet through a proxy server, you can specify the proxy server settings on this screen.
Mark the Use a proxy server to access the Internet checkbox and configure the settings.
Use Internet Explorer proxy settingsIf you can successfully open websites with Internet Explorer (or do not know your proxy server settings), choose this option.
Enter the necessary proxy settingsIf you know your proxy server settings, choose this option and enter the required information.
Use an automatic configuration scriptIf your proxy server uses a script or Proxy Auto-Configuration (PAC) file, paste the configuration script location or URL in the field (such ashttp://FQDN/proxy.pac).
20
Privacy
How to find this setting:Main Console > Settings > Privacy
You can help improve Trend Micro DirectPass by providing anonymous feedback.
Mark the Help make Identity Safe better checkbox to share data with Trend Micro.
21
DirectPass for iPhone
Trend Micro DirectPass is available for your iPhone.
The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy:
1. Sign into a website and DirectPass will ask to save your password
2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you
You can use your passwords like regular bookmarks-and you will be signed in automatically.
Updating Your Credentials
To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in,
DirectPass will ask to save the changed information.
Organizing Account Credentials
If you want to change the order of your passwords, tap the Edit button. Drag the passwords using the row reorder icon to the order you want, and
tap Done when finished.
To copy your account ID or password, long tap the account:
Copy ID copies the sign-in ID so you can paste it somewhere else
Copy password copies the password
23
Managing Your Profile
Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your
data and when.
Creating Your Profile
Your profile has four sections:
1. Personal information about you
2. Contact information, including your email address and website
3. Address information for your mailing address
4. Credit Card details
Tap a text field to provide the corresponding information. When you are finished providing your details, tap Done.
Using Your Profile
When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web
form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear.
24
Managing Notes
Creating a Note
To create a Secure Note, tap the + button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To
finish creating your note, tap the Done button.
Editing a Note
From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved
automatically. When you are done editing your note, tap the Back button.
Editing the Note List
To change the order of your notes, tap the Edit button. Tap and hold the row reorder icon on the right hand side, and drag the note. Delete a note by
tapping the delete icon beside the note name.
25
Auto Sync Settings
This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud.
Turn On to ensure you data is always up to date and backed up
Turn Off to conserve bandwidth and data charges
26
Master Password Settings
Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password.
Changing You Master Password
Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change
your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password
automatically. This is for your safety.
See how Direct Pass secures your data.
To Update Your Master Password on Other Devices
1. Type your OLD Master Password to unlock your device.
2. Sync your device:
If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time.
If Auto Sync is turned off, then tap Sync Now.
When prompted, type your NEW Master Password.
When your new Master Password is accepted, your device has been updated.
Security Level
Change when DirectPass asks for your Master Password:
High requires your Master Password whenever you access the App
Low require your Master Password only when launching the App after ending the process in the multi-tasking tray
The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy:
1. Sign into a website and DirectPass will ask to save your password
2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you
You can use your passwords like regular bookmarks-and you will be signed in automatically.
Updating Your Credentials
To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in,
DirectPass will ask to save the changed information.
Viewing Your Credentials
View your credentials by tapping an account. If you want to copy details, long tap the field you want to copy.
Organizing Account Credentials
If you want to change the order of your passwords, tap the Edit button. Drag the passwords using the row reorder icon to the order you want, and
tap Done when finished.
31
Managing Your Profile
Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your
data and when.
Creating Your Profile
Your profile has four sections:
1. Personal information about you
2. Contact information, including your email address and website
3. Address information for your mailing address
4. Credit Card details
Tap a text field to provide the corresponding information. When you are finished providing your details, tap return. For items with a picker, tap off the
field to save your changes.
Using Your Profile
When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web
form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear.
32
Managing Notes
Creating a Note
To create a Secure Note, tap the + button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To
finish creating your note, tap the Done button.
Editing a Note
From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved
automatically. When you are done editing your note, tap the Back button.
Editing the Note List
To change the order of your notes, tap the Edit button. Tap and hold the row reorder icon on the right hand side, and drag the note. Delete a note by
tapping the delete icon beside the note name.
33
Subscription Settings
Subscription shows your account and expiry date (paid version only). It also includes the following options:
Renew Now (paid version)
Tap this to purchase a new subscription for DirectPass. You can buy at any time, and your subscription will be extended by the purchased license.
Buy Now (free version)
The free version is limited to use of five account passwords and five notes. To use more passwords or notes, tap Buy Now to purchase DirectPass.
Enter Activation Code
If you already have an Activation Code to upgrade or extend your subscription, enter it here.
Unlink Account
Unlinking your Trend Micro account will remove all your DirectPass data from your tablet.
34
Master Password Settings
Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password.
Changing You Master Password
Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change
your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password
automatically. This is for your safety.
See how Direct Pass secures your data.
To Update Your Master Password on Other Devices
1. Type your OLD Master Password to unlock your device.
2. Sync your device:
3. If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time.
If Auto Sync is turned off, then tap Sync Now.
When prompted, type your NEW Master Password.
When your new Master Password is accepted, your device has been updated.
Security Level
Change when DirectPass asks for your Master Password:
High requires your Master Password whenever you access the App
Low require your Master Password only when launching the App after ending the process in the multi-tasking tray
This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud.
Turn On to ensure you data is always up to date and backed up
Turn Off to conserve bandwidth and data charges
36
DirectPass for Android Phone
37
Managing Passwords
Saving Passwords
The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy:
1. Sign into a website and DirectPass will ask to save your password
2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you
You can use your passwords like regular bookmarks-and you will be signed in automatically.
Updating Your Credentials
To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in,
DirectPass will ask to save the changed information.
Managing Account Credentials
If you want to change the order of your passwords, tap your phone's Menu button and select Reorder. Drag an account to where you want it.
Tap OK when you are finished reordering.
To manage your credentials, long press (tap and hold) an account. The following options appear:
Copy ID copies the sign-in ID so you can paste it somewhere else
Copy password copies the password
Passcard details shows the data stored in the Passcard
Rename allows you to change the name of the Passcard
Delete removes the Passcard and the associated website credentials
38
Managing Your Profile
Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your
data and when.
Creating Your Profile
Your profile has four sections:
1. Personal information about you
2. Contact information, including your email address and website
3. Address information for your mailing address
4. Credit Card details
To update your profile, tap your phone's Menu button and select Edit. Select a field and provide the corresponding information. When you are finished
providing your details, scroll to the bottom and tap Done.
Using Your Profile
When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web
form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear.
39
Managing Notes
Creating a Note
To create a Secure Note, tap the + Add new button. When the note opens, type a title and add details to the note. Your typing will be saved
automatically. To finish creating your note, tap your phone's Back button.
Editing a Note
From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved
automatically. When you are done editing your note, tap your phone's Back button.
Editing the Note List
To change the order of your notes, tap your phone's Menu button and select Reorder. Tap and hold the row reorder icon on the right hand side, and
drag the note. Delete a note by tapping the delete icon beside the note name.
40
Auto Sync Settings
This setting lets you decide how DirectPass syncs your data with the Trend Micro cloud.
Select to ensure you data is always up to date and backed up
Deselect to conserve bandwidth and data charges
41
Master Password Settings
Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password.
Changing You Master Password
Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change
your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password
automatically. This is for your safety.
See how Direct Pass secures your data.
To Update Your Master Password on Other Devices
1. Type your OLD Master Password to unlock your device.
2. Sync your device:
If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time.
If Auto Sync is turned off, then tap Sync Now.
When prompted, type your NEW Master Password.
When your new Master Password is accepted, your device has been updated.
Security Level
Change when DirectPass asks for your Master Password:
High requires your Master Password whenever you access the App
Low require your Master Password only when launching the App after ending the process in the multi-tasking tray
The password list is where website credentials are stored so they are easy to access. Saving your passwords is easy:
1. Sign into a website and DirectPass will ask to save your password
2. Tap Save and the next time you visit that site, your credentials will be pre-filled for you
You can use your passwords like regular bookmarks, and you will be signed in automatically.
Updating Your Credentials
To update your sign-in credentials for a website, just sign into the website manually. If the credentials require updating, once you successfully sign in,
DirectPass will ask to save the changed information.
Viewing Your Credentials
View your credentials by tapping an account. If you want to copy details, long tap the field you want to copy.
Organizing Account Credentials
If you want to change the order of your passwords, tap the Edit button. Drag the passwords using the row reorder icon to the order you want, and
tap Done when finished.
46
Managing Your Profile
Your profile contains your personal information like contact info and credit card numbers. Because your data is encrypted, you decide who sees your
data and when.
Creating Your Profile
Your profile has four sections:
1. Personal information about you
2. Contact information, including your email address and website
3. Address information for your mailing address
4. Credit Card details
Tap a text field to provide the corresponding information. When you are finished providing your details, tap the Done at the bottom of the screen. For
items with a picker, tap Set to save your changes.
Using Your Profile
When you reach a webpage that requires you to fill out a form, Tap the Fill Form button at the top of the screen. If you do not want to auto fill the web
form, just tap on one of the fields to enter data manually, and the Fill Form button will disappear.
47
Managing Notes
Creating a Note
To create a Secure Note, tap the + button. When the note opens, type a title and add details to the note. Your typing will be saved automatically. To
finish creating your note, tap the Done button.
Editing a Note
From the Notes tab, just tap the note you want to edit. When the note opens, tap anywhere to make changes to the note. Your changes will be saved
automatically. When you are done editing your note, tap the Back button.
Editing the Note List
To change the order of your notes, tap your tablet's Menu button and select Reorder. Drag the note to where you want it.
Deleting a Note
To remove a note, long tap the note you want to delete, and you will be asked if you want to delete the note. Tap Delete to remove the note.
48
Account Settings
Account shows your Trend Micro account and expiry date (paid version only). It also includes the following options:
Renew Now (paid version)
Tap this to purchase a new subscription for DirectPass. You can buy at any time, and your subscription will be extended by the purchased license.
Buy Now (free version)
The free version is limited to use of five account passwords and five notes. To use more passwords or notes, tap Buy Now to purchase DirectPass.
Enter Activation Code
If you already have an Activation Code to upgrade or extend your subscription, enter it here.
Unlink Account
Unlinking your Trend Micro account will remove all your DirectPass data from your device.
49
Master Password Settings
Use this setting to change your Master Password and choose when DirectPass prompts you for your Master Password.
Changing You Master Password
Because your Master Password is used to encrypt your data, changing it is somewhat different than changing a regular password. After you change
your Master Password on one device, you will need to manually update your other devices; DirectPass cannot update your Master Password
automatically. This is for your safety.
See how Direct Pass secures your data.
To Update Your Master Password on Other Devices
1. Type your OLD Master Password to unlock your device.
2. Sync your device:
3. If Auto Sync is turned on (the default setting), then the device will sync by itself after a short time.
If Auto Sync is turned off, then tap Sync Now.
When prompted, type your NEW Master Password.
When your new Master Password is accepted, your device has been updated.
Security Level
Change when DirectPass asks for your Master Password:
High requires your Master Password whenever you access the App
Low require your Master Password only when launching the App after ending the process in the multi-tasking tray