SafeCase PC Manual

What can you do with SafeCase                                      PDF

SafeCase manages in a secure way your sensitive personal data like credit card numbers, PINs, TANs, bank account access data, web site logins, passwords, transactions codes, images, and other sensitive information.

SafeCase runs on personal computers on the Windows or Linux operating system, and other compatible version of SafeCase runs on mobile / cell phones and other mobile devices.

SafeCase stores user's sensitive data in secure way: it applies strong cryptography to encrypt data in files. Cracking or decryption of these data is very hard to achieve: it requires know how and strong computing capabilities, which makes it almost impossible and costly to achieve to unauthorized individuals.

For user's convenience, we have predefined a set of standard data records holding all required sensitive information. Each record also contains a note field, which may hold user's additional free information.

 

Defining new user and login

SafeCase PC login panel

After having started SafeCase first time you are asked to define and confirm your user account login and your access password, which may remain the only password you need to remember. All other sensitive data are securely managed by SafeCase. This password should be at least 4 characters long and consist of non-trivial combination of characters, but we advise you to use even longer password: at least 5 - 6 characters.

To create new user account, switch on with the mouse the Create new account checkbox, type in the new login, the new password, repeat the new password in the Confirm password, and press Login button.

Data in SafeCase

SafeCase PC main panel

SafeCase opens main application window after definition of a user account or user's login. At the top of this main application window you may find menu of the program and a toolbar containing buttons for the most important actions.

Below the toolbar you may find the main application panel with the tab containing the tree with all application data, sibling search tab for fast search of data records, and details area for detailed data display and edition.

The user's data records are located under the My items node. Each item may contain another subordinated items defined by the user. You can use the mouse to navigate through the whole tree.

To view or edit an individual item you may select it in the tree. The item is then displayed in details in the details panel. Clicking the Edit button starts editing of the item's data. After having changed item's data you may save the changes by clicking on the Save button.

Clicking on the Cancel button rejects the changes and cancels editing.

While viewing the item's data even without clicking on Edit, you may mark the data with the mouse and copy it with copy-and-paste operation to other application like internet browser or text editor.

 

Adding new records

 

SafeCase PC adding new record

To add new items and records, select with the mouse the node My items or any specific item. Press on the right mouse button and select in the popup menu New predefined item definition. Then select the required item pattern for the new item.

Your selected new item record will be displayed in the detailed edit panel. You may enter your data in appropriate fields of the new item.

SafeCase PC editing new item

After having finished the data entry, press with the mouse on the Save button.

To reject and cancel new entry use mouse and press on Cancel.

The new saved item is located under the previously selected tree node.

SafeCase PC new item stored

Each item in SafeCase ( not only Folder items ) can have subordinated subitems. We advise however to use Folder items to create clear and ordered data structure.

Use Image item pattern to store safely images or picture files. Use TAN List pattern to save securely transaction codes scanned to image file.

 

Searching records

 

SafeCase PC search panel

To find specific item located anywhere in your archive, select the Search panel, enter your item's name and contents, specify additional search parameters and let the program find the items.

Please consider setting additional search parameters:

-ignore case -> while matching, should the character's case be ignored ?

-text search mode -> whether you are looking for whole words or your searched text is a part ( contains ) of a target text attribute or the attribute itself

-fields match -> should all the entered fields match ( all ), or match of any of the field's selects the searched item

After having specified the search criteria, press the Search button to start the search. If any records matching the search criteria are found, they are presented in a list in the details panel. Click on any item in the list to view its details, possibly edit and change it, or to go to its tree position by pressing on Goto tree button.

 

Favorites and Recently used

 

Favorites and Recently used lists support convenient and straight access to most interesting and valuable entries of your archive.

You can individually select your items to be enlisted in Favorites list, the program automatically records your item views and manages the Recently used list.

Both lists are located under Bookmarks node in the tree panel and under Bookmarks entry in the menu of SafeCase.

To select any item from any of both lists in the tree panel, select the appropriate list node in the tree, unfold it, and select the required item in the underlying list. Then press on the right mouse button, and select either Follow reference to open the item, or Remove reference to remove the selected item's reference from the list.

To select any item from any of both lists via the application's menu, just select with the menu the menu entry Bookmarks, then the appropriate list menu item, and then select simply the required item in the menu list.

To add an item to the list of your favorites, select it in the tree panel. Then press on the right mouse button, and select the option Add to favorites.

SafeCase automatically updates the list of recently used items.

 

Storing and viewing images

 

SafeCase PC image item panel

SafeCase supports also secure storage and zoomed display of images and pictures ( see Image and TAN List record definitions ).

SafeCase PC image view

While viewing the image item you may also use the detailed image view by pressing the View button. In the detailed image panel you can move, zoom, and rotate the image.

If the viewing is accomplished by pressing the Ok button, current view settings are stored with the image item.

Pressing on Cancel button closes the detailed view panel without updating the view settings.

To move the image, use scrollbars or simply drag and move the image within the viewport.

To zoom the image, change the zooming factory by moving the zoom bar control.

To rotate the image, rotate the winding rose.

 

Settings

 

SafeCase PC settings panel

In day-to-day usage SafeCase requires no maintenance or adjustment. However, there are several parameters which may be of user's interest to get adjusted.

To change program's setting and option, go to the Settings panel. Here you can see your device's configuration parameters and specify some program's options:

-inactivity lock timeout -> specifies time of inactivity causing automatic lock

-skin -> the user may select his preferred look-and-feel of the application

-language -> selects the program's language and set of predefined item templates

-installation date -> displays date of SafeCase installation

-backup path -> specifies the folder for the automatically created backups

-automatic backup -> this checkbox activates the automatic backup mode

To edit those parameters, enter Edit mode. Save your setting changes by clicking on Save button. Clicking on Cancel rejects the changes.

Changing user's password

 

SafeCase PC changing password

Current user can change his login password for SafeCase in password change panel by clicking the Change password button in the toolbar or activating menu item Tools / Change password.

To change your password, please enter your current password in the Old password field, and enter your new password ( twice ) into New password and Confirm new password fields.

To save your changes click on Change button, to reject them click on Cancel button.

Application menu

At the top of SafeCase main window you may find application menu which allows you to invoke all important program actions by simply using computer mouse or shortcut keys.

 

Menu File

 

SafeCase PC menu file

Menu File contains following menu items:

Logout

  • Logs off immediately the current user without exiting SafeCase application.

Login panel is displayed after logout, so next login can be performed.

Exit

  • Exits immediately SafeCase application.

Menu Search

 

SafeCase PC menu search

Menu Search contains following menu items:

  • Search items

Activates search panel supporting versatile and fast data item search.

Menu Bookmarks

 

SafeCase PC menu shortcuts and bookmarks

Menu Bookmarks contains following menu items:

  • Favorites

Favorites list allows easy access to preselected items.

You may activate Favorite menu item with the mouse and select required data item from the list appearing to the right.

  • Recently used

List of recently used items allows easy access to items used recently.

You may activate Recently used menu item with the mouse and select required data item from the list appearing to the right.

Menu Tools

 

SafeCase PC menu tools

Menu Tools contains following menu items:

  • Settings

Opens panel with program settings. You may change the settings.

  • Change password

Allows you to change your current login password. You must enter his current login password and his new defined password twice, to let the application check all of them.

  • Backup

Invokes the data backup procedure.

  • Restore

Invokes the data restore procedure. Data may be restored from previously created data backup.

  • Upgrade license

Allows you to upgrade the current SafeCase program license.

  • Delete archive

Deletes the data archive of current user of SafeCase. Before effectively deleting the data archive, you are asked to enter its current login password to avoid unauthorized data destruction.

Attention !

Calling Delete archive deletes current user's data persistently. Recovery of these data is possible only by applying the backup restore operation !

  • Virtual keyboard

Activates the virtual keyboard.

The virtual keyboard substitutes the standard computer keyboard and allows safe entry of alphanumeric data into SafeCase by using computer mouse.

Menu Help

 

SafeCase PC menu help

Menu Help contains following menu items:

  • Help

Calls the help function explaining usage of SafeCase.

  • About

Displays basic information about SafeCase itself.

Activation of the program license

 

SafeCase PC license activation panel

SafeCase application runs in the test & demo mode 100 days after installation date. During this test and evaluation period SafeCase offers its full functionality with only few exceptions: data restore functionality is disfunctional.

After the test & evaluation period you should either purchase the commercial license of SafeCase or remove its installation from the computer.

The commercial license of SafeCase allows the usage of SafeCase on a single computer ( equipped with Windows or Linux operating system ). To use SafeCase on mobile / cell phones or other mobile devices we recommend purchase of the mobile version of SafeCase application. Both versions are compatible and can exchange user's data.

The commercial license of SafeCase can be activated by entering in the license activation panel the activation code, received during the purchase of the SafeCase commercial license. The Tools / Upgrade license menu item opens the license activation panel. SafeCase after test & evaluation period automatically proposes the license activation after login.

To obtain the SafeCase commercial license you must provide your device ( computer ) Id which is displayed on the license activation panel ( field Device ID ). You can mark the device Id with the mouse and copy-paste it into the Web browser while purchasing SafeCase license.

After the purchase is accomplished, you should receive a license activation code consisting of 4 groups of 5 characters each. This activation code must be entered during license activation on the license activation panel. The license activation must be accomplished by clicking on the Upgrade button.

Data backup, restore and exchange with other computers and devices

SafeCase supports secure, encrypted data backups. Those backups can be used to restore data in case of any data losses or failures in the main SafeCase archive.

The SafeCase backups can be also used to exchange data between different SafeCase instances on different devices ( computers or mobile devices like cell phones ). Of course, on those different computers or devices you need separate fully licensed SafeCase installations.

The backup copies of SafeCase data are stored in specified target directory. In this target backup directory several backup files are created under a subdirectory safeCaseData. All the backup files are properly secured by means of cryptography and key based on a backup password defined by user.

While creating backup copy, SafeCase stores exclusively data of the currently logged user. Each user of the SafeCase installation is responsible individually for creation of backup copies of its data.

SafeCase supports 2 modes of backup copy creation:

manual -> user individually selects the backup target directory

  • automatic -> user defines the base directory for all new backup copies, SafeCase automatically takes care of new backup copy subdirectories, which are named based on current date and backup copy sequence number
  • We strongly recommend to make backup copies of your sensitive SafeCase data on regular basis in the automatic mode. Only that way you may be sure, that your data can be effectively restored in case of computer or device failure or crash. We recommend also storing the backups on separate hard disks, CD / DVD disks or USB memory sticks.

Automatic backups

 

SafeCase PC automatic backup panel

In the automatic backups mode user is asked to define the base target directory for all new backups. While creating a new backup, SafeCase automatically creates new target subdirectory, which will contain the backup files. The new target subdirectory obtains name based on current date and backup sequence number on the same day.

The automatic backup mode can be activated by switching on the checkbox Automatic backup on the settings panel.

Then you should either enter the base target directory or select it from the file system of the computer by using the file selection box activated by clicking the Select backup path button.

Manual backups

In the manual backup mode you are asked to specify new backup target directory, each time new backup operation is performed. While selecting the new backup target directory with the file selection box, user may also create and name a new directory.

Making backup

The backup procedure requires following steps:

1. Start of the backup procedure by clicking the tool Backup or selecting menu item Tools / Backup.

In the automatic backup mode SafeCase creates the backup immediately: it creates new subdirectory in the base directory, and creates the backup by using the current user's login password as backup password.

In the manual backup mode another 2 steps are required:

2. User selects and / or defines new backup target directory.

3. Next: you define the backup password ( the login password can be re-used there ). The new defined password must be entered 2 times to confirm it. Backup passwords must follow the general SafeCase rules for password definition. Clicking the Continue button lets SafeCase to continue the backup procedure. Clicking the Cancel button cancels the backup.

At the end SafeCase creates secure backup copy of your data in new specified target directory and by applying backup password.

The backup creation requires some processing time, depending on size of the user data.

The result of the backup procedure is reported in a message box.

Restoring backup

To perform a data restore you need a previously created SafeCase data backup copy.

The data restore procedure depends on the selected backup mode ( manual or automatic ).

The data restore is started by clicking on Restore toolbar button or selecting the Tools / Restore menu item.

Manual restore

1. User selects the backup directory. You may select a directory containing directly underneath the safeCaseData subdirectory.

2. User enters the backup password used during backup creation.

3. SafeCase performs the data restore.

If the restore is successful, the data tree is updated.

Otherwise error message box appears.

Automatic restore

1. SafeCase presents the list of backups found in current backup base directory. Each backup is identified by a date and sequence number. The user may select the backup to restore.

2. User enters the backup password used during backup creation.

3. SafeCase performs the data restore.

If the restore is successful, the data tree is updated.

Otherwise error message box appears.

Exchanging data between computers and devices

 

SafeCase data backups can be also used for data exchange between computers and devices with fully licensed installed copies of SafeCase. The SafeCase backups consist of encrypted files stored in directories, which may be copied between computers and devices. To copy a SafeCase backup copy to / from a mobile device like cell phone, please follow the instructions of your device manufacturer on how to connect your device to a computer or other device and how to copy files onto it. Usually you can either connect your mobile device via the USB cable, or use Bluetooth or infrared connection to the computer to able to copy files between them. Sometimes you need a special computer software ( PC Suite and the likes ) to handle the attached devices. This software is usually delivered in a package with your device, so stick to the manual.

After having achieved the files transferred to the target device, start SafeCase and activate the manual backup mode. This allows you to specify individually the source directory where the backup is located. Then you may enter the backup password used during its creation.

Data synchronisation between SafeCase instances

 

SafeCase has the capability of automatic data synchronisation between different locations and installations of SafeCase. This data synchronisation exchanges and updates data of the currently active user, if it is allowed to. The data synchronisation and exchange is performed in a secure, encrypted way.

The data synchronisation of the SafeCase application is fully automatically: user may change freely its data on different locations. SafeCase automatically detects other active counterparts in its network environment, and after checking the authorization prerequisites, proposes the data synchronisation. The data synchronisation may be also performed fully automatically in the background, without any interaction with the user.

The SafeCase data synchronisation can be carried out between devices ( computers, mobile phones etc. ) connected and available in the local network or interconnected directly in the peer-to-peer manner.

Of course, it is also possible to configure the synchronisation mechanism to let the devices communicate via the internet. For that purpose, you need, however, a computer or device exposed and available via the internet.

The SafeCase synchronisation mechanism does not require to specify any selected computer or device to be a superordinated or a master server. All devices are equal in terms of priority or function. The user may change its data on any location, the changes are transferred via the associated network of locations.

To use the synchronisation mechanism between computer and a mobile device, connect the mobile device to the computer via Bluetooth, USB cable connection or infrared connection. You can also use internet connection of a mobile device.

The synchronisation mechanism automatically transfers all data changes between SafeCase installations. In case of conflicts the versions of the same changed data ( if the user has changed the same item's data on different locations ) are stored as different objects and the user can resolve the version conflicts. His decisions are transferred via the associated network of locations.

The resolution of synchronisation conflicts should be performed on a device ( computer ) with the more comfortable user interface. In case of computer / mobile phone synchronisation the synchronisation procedure automatically lets the user make it on the computer.

Safety of your data

 

The data managed by SafeCase are encrypted by advanced encryption algorithms, which makes cracking them extremely hard. The access is secured by your individual password, which is the single password you may remember for the future.

The SafeCase's access password must be at least 4 characters long, but we advise you to use at least 5 or even 6 characters, combined in non trivial way.

Remember: The program allows maximum 10 failure login attempts and after that it automatically DELETES your data archive on your device.

SafeCase automatically locks itself after several minutes of inactivity ( you can change this timeout in Settings panel ).

You can also instantly lock SafeCase by selecting the Lock now option in the main application panel.

Virtual keyboard

 

SafeCase PC virtual keyboard

In order to increase the general security of your data, SafeCase offers the virtual keyboard. Virtual keyboard allows you to securely enter alphanumeric data, without necessity to use standard computer keyboard. Standard computer keyboard can be easily sniffed by virus programs, which may intercept the sensitive data.

The virtual keyboard can be used not only during login but also while entering sensitive into user data items.

We recommend to activate the Floating option: the virtual keyboard floats after each character entered, thus making sniffing via the mouse sniffer virus programs almost impossible.

News, new versions, update

We advise you to look regularly at our pages at

www.mpsystem.com/e/products/safecase

to obtain news and information about updates.

While updating SafeCase please select the option to preserve your current data, otherwise it will be deleted by your device installation program !

Product's general information

SafeCase is a product of MP System LLC ( www.mpsystem.com ). All rights reserved.

General disclaimer

MP System LLC ( www.mpsystem.com ) is independent software manufacturer and commits to high quality and security of SafeCase product. We are instantly working on improving the product and providing as good as possible service to our customers.

However, there can be no general guarantee offered concerning the absolute security of your data and the product.

Please also consult the license agreement of our product.