Spb Wallet user manual
Contents
1. 1 Field keyword Column 2 Field type must be the same with field type at Spb Wallet template Column 3 Field value Card comment record Column 1 Notes keyword Column 2 Notes text Sample CSV file Code Category Cards Calling Card Personal Info Card Cards Library Card My Library Card Field Library Field Card 23435 Field PIN Code 3345 Field Phone 555 55 55 Field Address Street Field Hours Test Field Web Site www lib com Field User Name Userl1 Field Password Password1 Notes My library card Category Cards ID Card Personal Info IDs Card Cards ID Card My ID Field Card Title 1 Field Full Name 2 Field ID 3 Field Country 4 Field Phone 5 Field PIN 6 Username or Password is Not Supplied Automatically while Opening the Website Automatic password supplying may not work if there are some special requirements made by site developers to make authorization more secure like using special Java or Flash applets etc Please post information about these site s at our Spb Wallet forum to get more information You need to register as a member before using the Spb Club forums website Page 24 of 25 Spb Wallet 2 0 User Manual for windows Mobile Spb Software Software for the Mobile World Contacting Technical Support Please take advantage of one of the Spb software free technical support options Context sensitive help may be accessed while using the2. 1 Professional DESIGNED FOR B Mobile Installing After you have downloaded the Spb Wallet distribution file you should install it to your device and or desktop For a successful installation you will need a device attached to your Windows desktop PC You will also need Microsoft ActiveSync software in order to install Spb Wallet to your device When you run the software installer on your desktop PC it will ask you to accept the license agreement and will start the installation program You will be prompted for the location where you want the software to be installed Note Microsoft ActiveSync works only with Windows XP SP3 or earlier If you have Windows Vista your synchronization settings will be managed through the Windows Mobile Device Center Windows Mobile Device Center is available through the Windows Mobile Device Center page Registration You will be able to use Spb Wallet until the end of the trial version period of 15 days from the first installation If you have not registered Spb Wallet within this timeframe you will need to do so to continue using it To obtain the serial number you need to purchase an Spb Wallet software license You will receive your serial number by e mail Uninstalling If you need to uninstall Spb Wallet software for any reason from your desktop PC you can do so from the Windows Control Panel To uninstall your software do the following 1 Click Start gt Control Panel 2 Double
3. Library Card HKEY CURRENT _USER Software Devel EE oper One CodeWallet Pro 5 key Card Card PIN Code PIN Code 3 Locate the LangPref value in the right enone ore pa ne N N Web Site Web Site 4 SAVE THIS VALUE SOMEWHERE TO User Name User Name RESTORE IT LATER Password Password 5 Change the value to 409 hex 6 O pen Cod eWa let Note all Fields that are not matched will be moved to the Motes section of a card 7 Proceed with data export Sutomatically choose a template For Following cards 8 After exporting data restore the previous value the same way Custom CSV Format allows you to import cards data and folders with hierarchy File must be in CSV format with ANSI encoding and must have CSV extension Delimiter is used in CSV Folder record format Column 1 Category keyword Column 2 Folder type name of default folder template must be same with template name at Spb Wallet please take care of spaces Column 3 Folder name Must include all parent folders divided by symbol Cards for folder must follow the folder description Card record format Column 1 Card keyword Page 23 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Column 2 card template must be same with template name at Spb Wallet please take care of spaces Column 3 Card name Card fields and notes must follow the card record Card field record Column
4. Mobile Cards and Folders View Cards and Folders View have a slightly different view between the desktop and device versions of Spb Wallet e On your Desktop you can see a tree structure of your folders which can be used similarly to the file structure in File Explorer i e to expand and collapse folders rename and delete them or move cards from one folder to another using drag and drop All commands for folders and cards can be done via Card Type credit context menus Issued On 06 25 2003 r Z t d e On your device Spb Wallet supports various view pa modes While navigating by cards you can use the dinner with partners default List View the Folder view the Large Icon View or the Most Used View to see the commonly used cards first Real Card Data Representation Spb Wallet cards are designed to look like the cards we use on a daily basis There are two ways to represent your data The standard list with card field values and the real card graphic view all the most important and useful information is represented in the graphic view One Hand Navigation Spb Wallet on your device provides the ability to navigate through cards and card fields using the D pad J ust press any direction button on the D pad and start moving through the card using smart fields with press and hold and so on Versions for handheld devices and Desktop Spb Wallet is available for Apple iPhone Windows Mobile Professional and St
5. application by tapping on the Help item in the Start menu Refer to the Frequently Asked Questions FAQs in the support section of the Spb Software web site The FAQs may have information and helpful hints that are more current than the user manual http www spbsoftwarehouse com products wallet faq html Ask your technical question or post your feature request in the forum to get a quicker reply directly from the developer team Solutions to your problems are available 24 hours a day at no cost on the Spb Club web site You must first register as a member before using Spb Club web support http www spbclub com forum Please include the following information to help us isolate the problem 1 The type of the device that you are using 2 The software name and version number Select Menu About to view the software name and version number example Spb Wallet version 2 0 Build 1407 3 Any error messages that accompany the problem 4 A brief description of how we can recreate the issue Page 25 of 25
6. click on Add or Remove Programs 3 Select the program name and then click Change Remove Follow the uninstall wizard to remove the program To remove the product from your device Page 7 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Go to Start menu gt Settings Open System gt Remove Programs Select Spb Wallet from the list and press the Remove button RoW Ne Choose Yes to confirm removing Page 8 of 25 Spb Wallet 2 0 User Manual for windows Mobile Spb Software Software for the Mobile World Getting Started Use Spb Wallet functions and tools to keep your data safe and organized for quick access All of Spb Wallet screens are designed for one hand stylus free navigation and are animated transitions supported The following guideline for first time users of Spb Wallet will help you The first time Spb Wallet runs you will be asked to ag Spb Wallet create a new wallet or open an existing one You do not need to create a new or another wallet on your device if you create one on your Desktop To create e Create anew Wallet your new wallet you will need to specify TAD Click here to create a new wallet with predefined templates o The location of the wallet file The default and i recommended folder for your wallets is My go 2renexisting Wallet Documents Spb Wallets Click here to opem Wai EM A password for the new wallet You can use the speci
7. name and a password of websites automatically when you sign in to any website that does not exist in your wallet Your wallet must be open in order to use the Spb Wallet browser toolbar e By synchronizing your new wallet you will have two absolutely identical wallets on both device and Desktop In the synchronization options you can specify what action should be performed in case of an item conflict similar non synchronized items existing on both the device and desktop parts On your Desktop click the New Sync button to launch the synchronization type wizard which allows you to sync your wallet with Folder or network share Google mailbox Gmail and iPhone using Bonjour service Select the type of synchronization and follow the wizard instructions Tip If you want to move your wallet file to other location and keep it synchronized follow these steps v Move the wallet file to the new location v Open it with Spb Wallet Y Now the file will be synchronized from the new location e The main view modes on your device are the Folder View Cards View and Template View o The Folder View allows you to select your preferred category view from the following views List by default Most Used Cards Folders or Large Icons You can sort them by Name Folder or Most Used The List view is sliding Page 10 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile gestures enabled to sc
8. sign in to any website that does not exist in your wallet e Capture card function This feature can capture the entered user name password and URL the opened page and create a corresponding card in Spb wallet e List or tree view of the cards which have website addresses in your wallet to navigate and supply user names and passwords automatically e Password generator to make a new strong password while registering at sites e Another powerful feature of Spb Wallet toolbar is the Fill Page button which fills currently opened web site user name and password fields if it present in a wallet Synchronization Data synchronization between a device and Desktop can be integrated into ActiveSync or be completed manually You also can synchronize your wallet with a file share folder or Gmail over the cloud synchronize your wallet with your Gmail account Page 6 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Installation Installation of Spb Wallet is a very simple process and takes less than five minutes to complete The following installation guide will help you System Requirements Make sure your system meets the following minimum requirements before installation e Windows 2000 SP3 2003 XP Vista e Windows Mobile 5 Phone Edition Windows Mobile 5 Pocket PC Windows Mobile 6 Classic Windows Mobile 6 Professional Pag Windows Windows Mobile 6 1 Classic y Windows Mobile 6
9. Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Spb Wallet 2 0 User Manual Copyright Notice 2009 Spb Software All rights reserved Information in this manual is subject to change without notice and does not represent a commitment on the part of Spb Software All company and product names mentioned in the manual may be trademarks or registered trademarks of their respective owners Page 1 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Table of Contents Tabl e OF CON ENTS sissisce sictsscdecedsnidancterevacedensteeatidewsnaneseaeontdderioniseeseemncersousdeeuneveesdeneieuedens 2 OVVIE er senate enesueas sreusuacssansuceseecsuaranecauensuess 3 SOM Ware FEAU aduntatoucasdannuntawadeuanesandenicsoencnenhcan N ETE e aa 3 IAS Cea AUIO M ass E 7 V EREU E S eae ie EEr A E AE A E E EE EA 7 e C eae EE O E EEE EN 7 REOT O ia a E E E A A AE 7 Gainen E E A A TE E E E E O E E A A E T T E estes 7 Gerno Stared asrpe EE 9 Spb Wallet Features and Options sssss 22 22s22usuusuusuunuunuunuunuunnunnnnnnnnnnnnnnnnnn 12 Poe wore O ea r E T E E ee ee ere 12 UICE a E e E E E A EE EE E E E E E EEE EEE E A EEA 12 A E EE a e EE T E ENEN E E E A E E E e 13 BCED ee ent E E E A E 13 abel MINOT E rE E EE TE E E ET N E A EE E E E T T E E 13 Integration with Internet Explorer amp FirefoX ssssssssrsrrsrrsrsrrsrrrrnrr
10. al login panel with standard numbers and a keyboard to make password input easier and more secure against key logging tools On your Desktop there are two ways to enter the password One way Is simply entering the password by keyboard Otherwise you can click on the littleE button next to the password field to open the login panel which will help you against key loggers As you enter the password the scale below shows the strength of it The password hint which will remind you of the password if forgotten Please note that this hint is saved unsecured on the wallet file so it may be visible to anyone who attempts to access your wallet If the wallet needs to be synchronized or not By synchronizing your new wallet you will have two absolutely identical wallets on both your device and Desktop ae Mike Wallet A Yi lt lt x Now you can start providing your data by selecting the am i data category folder and cards type e g for credit Computers cards information chose Credit Cards category s Credit Cards Select New Card menu item to create a new card File The Card Properties dialog shows the properties of W Family your card Card properties are split among five tabs comes o The General tab contains such card properties ace Seal as name template and an icon associated with A Te this card Personal iiaii 7 Registration o Inthe Fields tab you Can fill as many Messi ilace About important card property fiel
11. andard Symbian S60 and Windows Desktop All of Spb Wallet main features are implemented in those versions Importing Wizard from Other Wallets Spb Wallet on Desktop PC has the ability to import data from other wallet type applications including e eWallet e FlexWallet e CodeWallet e SplashiD e Handy Safe e Custom CSV Page 4 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile During the import cards from other wallets are linked to predefined templates by a special matching engine automatically All you need is just to provide the exported file from another wallet to the Spb Wallet Importing Wizard and then follow the instructions Customizable Cards and Templates Spb Wallet provides improved card and template customization You can customize the fields used in the template and their types graphic view of the card template font family and color used for the particular label label position card background corners etc If needed you can not only insert the graphic card view from a template but customize the certain card view Creation of a template based on another template is also supported You can import and export templates so any created template can be shared with others at the Spb Wallet forum You can also search and download at no cost templates or ask Spb Wallet team to make a new template for you at http www spbsoftwarehouse com products wall
12. ase is when your wallet is open but locked then this option does not apply Default value for that option is enabled on Desktop and disabled on device Automatic ActiveSync will not proceed if wallet is open on Desktop so no dialogs will be closed while editing Page 22 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile data data sync will proceed if you run Synchronize command on desktop When you change something on Desktop you will see how it will look like on your device o Wallet marked as non synchronizable on Desktop or Wallet marked as non synchronizable on device In this case you need to disable or enable synchronization for the specified wallet You can specify if the wallet will be synchronizing or not for both Pocket PC and Desktop Initially you can specify it when wallet is created after that you can modify synchronized wallets at Tools gt Options gt Synchronization page on Desktop and Tools gt Synchronized Wallets page on your Pocket PC If it does not help please contact our support team Data I mport If you use a localized version of the Select Template CodeWallet application you need to switch it Can not Find most suitable template For imported card to English before exporting data To do so S l Open the registry editor run Imported card template reg ed It exe Choose appropriate template which will be used For card creation 2 Open the Cards
13. cally All you need is just to provide the exported file from other wallet data to the Spb Wallet Migration Wizard To do so choose the File gt Import menu command and follow the instructions See the technical support chapter for more related information Integration with Internet Explorer amp Firefox Spb Wallet toolbar is available only on your Desktop version of Spb Wallet The automatic password support will help you to log on your favorite website without the annoying copy paste of your username and password J ust select the website URL on a card and the browser will be opened automatically with the user name and password filled in the right fields on the website page The automated supply of user name and password feature works on your device as well when using Pocket Internet Explorer Yahoo Mail The best web based email Windows Internet Explorer er oy MP https flogin yahoo com canfigimail intl us File Edit view Favorites Tools Help E Spb wallet Go to web Site cai Fill Page A Capture Card TE Generate Password amp ie ie ty wr E Computers GMail i Credit Cards E Music sites vga Hotmail oie Family a Yahoo v3 Finances a Traveling Your nbodXewreersverra F F s you ve got news to share Or See which of your contacts are online at a glance Yahoo ID MikeMail Easily switch from email to chat and back again e g feesrhymeGyahocd com Pas
14. dialog includes e The General tab configures the general program behavior o Enable the Show Card Graphics option to show all cards with all accompanying images such as General Security Synchronization Web Browser Skins Background the background image otherwise only text information will be Options Show card graphics Always show hidden Fields shown Do not show card view Fields in card properties o Enable the Always show E Do not sync opened wallet automatically with ActiveSync hidden fields option to always F Minimize Spb Wallet to tray show hidden fields such as ia ei ep ea ha TE passwords fields Default Folder For wallets C Documents and Settings Mikey Documents Spb wallets to see only the data fields on the card duplicated below the card otherwise the fields will be shown only on the card o Disable the Do not show card view fields in card properties o Do not sync opened wallet automatically with ActiveSync While synchronizing data between the Desktop and a device all opened windows for editing will be closed and reloaded while data is applied and the only way to avoid this is to enable this option In this case sync will not proceed if a wallet is opened with the Spb Wallet notification and synchronization dialog The only exception for that option is sync with the desktop Synchronize command If the wallet is opened but locked then this option does not apply It is vital for automatic sy
15. ds as necessary ji Help Work En Lock Fa i enu l Page 9 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile o Inthe View tab you can customize the se Master Card appearance of the card You can either inherit the view from a standard template or edit your own view using different controls captions and images Click Edit View to change the appearance of the card Disable the Show card graphics option to remove the graphical view Card Properties Card 1234 5678 1234 5678 Card Type credit Expires 06 25 2009 PIN 1234 C 1234 of the card Caner Mike Smith o Inthe Attachment tab you can attach any file Issued On 06 25 2003 to the edited card Bank Raiffaisen Bank Limit o In the Notes tab you can add any additional Lost Phone 1 800 555 55 55 information about this card in form of a note Account Phn e Ifthe predefined cards and templates didn t fit your Fields view Attachments Notes needs then access the online templates gallery from ibian amma OTT the templates view or the tools menu You can search by country card type and keywords and tap Import to download the selected card template An Internet connection is required in order to use the Online Templates Gallery feature e You can use the Spb Wallet browser toolbar on your Desktop to capture cards automatically of your favorite websites Spb Wallet will ask you to save a user
16. e the Spb Wallet toolbar However if your wallet file is not started or locked Open operation will be preceded on any button click Wallet in a Tray Spb Wallet in Tray is only available on your desktop version of Spb Wallet The available options when your wallet is minimized to the tray are e Password generator Minimize Restore e A list of the most used cards you have in a wallet ae Password Generator Most Used Cards 4 Synchronize Master Card ES We e Wallet synchronization ee Voice Mail Codes fa Lock Wallet e Lock unlock the wallet e Exit to close the application T Registry a Mike Wa EM Synchronization Data synchronization between a device and the Desktop can be integrated into ActiveSync or manual No password is needed for synchronization and all multiple point synchronization scenarios are fully supported This means that you can have one device synchronized with two or more Desktops two or more devices synchronized with one Desktop and so on To enable automatic synchronization with ActiveSync just choose Spb Wallet in ActiveSync synchronization options or choose corresponding option during installation You can also start synchronization directly from the Spb Wallet for the Desktop by selecting the Synchronize command from the menu or clicking the corresponding button in the toolbar Click Start to run synchronization according to the configur
17. e the full screen fields from card MIEN _ Show full screen fields from card view o Show or hide the card view fields in the card Do not show card view Fields in card properties properties Show property captions above values o Show or hide the property captions above values Enabling this option will increase the readability of your card fields _ always show hidden Fields o Enable to always show the hidden fields such as passwords e Skin Here you can strip the folder view list and select the login panel skin and color e Browser You can set the default web browser that you would like to use with Spb Wallet e Background You can customize the background text Enable custom properties style font and color here MI Background color e Clipboard Here you can enable the Clean up clipboard on exit option to clean up the clipboard automatically when you exit the program During your work on the program you may forget that you had copied some important data to the clipboard Prevent your data from being discovered by enabling this option Only the data which was copied from Spb Wallet to your clipboard will be removed sarod oT OK d Cancel Page 18 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Spb Wallet Options on Desktop The Spb Wallet configuring options are split among six tabs To open click Tools gt Options menu item The option
18. ed Page 11 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Spb Wallet Features and Options A lot of features have been implemented in Spb Wallet to satisfy your needs In this chapter you will find all the information you need about the program features and options Password Generator The Password Generator allows you to create random tp Spb Wallet E Ti 45 ok passwords that are highly secure and extremely difficult to crack or guess due to an optional combination of lower and upper case letters numbers and punctuation symbols The Password Generator will create the password according to the following conditions Length jie Jay User defined characters only Strength very strong e Password The result of generating your password will take place in this text box TETEE e Strength Select the level of strength of the w Uppercase letters 4 2 password from Normal to Very strong Each level W Numerals 0 h eu 2 corresponds to a different set of factors see below If ata i l n you change those options manually then the strength S spaces ne Cees level is changed to Custom lca elon e Length The number of symbols in the password Generate e User defined characters only Here you can enter the set of characters which will be used in the generated password The more different symbols you enter the stronger will be the generated passw
19. ed options Click Settings to go to the Spb Wallet synchronization settings e Inthe synchronization options you can specify what action should be performed in case of an item conflict similar non synchronized items existing on both the device and desktop parts Page 15 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile e Click the New Sync button to launch the synchronization type wizard which allows you to sync your wallet with Folder or network share Google mailbox Gmail or iPhone using Bonjour service Select the type of synchronization and follow the wizard instructions All kinds of data inside the wallet are synchronized without any exception You can change a template from your Desktop add new graphics or icons add card attachments etc and after synchronization you will have two absolutely identical wallets on both sides Synchronization with storage cards is also supported Note Synchronization may not require Spb Wallet to be closed after the sync is completed the wallet data will be reloaded automatically Sync with Gmail Spb Wallet on your Desktop allows direct over the air native synchronization of the wallet file with your Gmail account if available to be always accessible and secure This feature does not need any software installed on your computer because it uses synchronization protocols that are already built in Follow these steps to set u
20. et templates Predefined Templates Icons and Graphics Spb Wallet not only gives you more than 60 predefined templates for all kinds of information you may need in your daily life but also gives you lots of icons and graphics you can use for the creation of your own cards Localized templates are also provided with the localized version of Spb Wallet Online Templates Gallery The Spb Wallet template gallery is a large collection of cards templates that you can download and use at no cost i i Type MasterCard You can search for the template you need If you didn t find it Description Citi Express Mastercard I you can request to make a new template for your card gii Smart Card Fields Quite often you do not need information as such but you may in fact want to further use that information There is a number of specific operations you can do with your card directly from Spb Wallet just by clicking the appropriate card field or choosing an operation from the context menu such as e Make a phone call or send a text message e Go to a website e Send an Email ost Phone 1 800 555 55 5 e Copy data from a field into the clipboard ar ard Send SMS Send MMS Copy Lost Phone Issu Corporate hotels dinner with partners Page 5 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Password Generator Frequently it is really difficu
21. filling of your user name and dinner with partners password On your device tap and hold or press the action key and hold to open the selected field context menu and view the available options On your Desktop right click to open the selected field context menu and view the available options Tip To start field selection press any direction button on your D pad while viewing a card Spb Wallet provides full one hand hardware button navigation while viewing a card Backup Use the backup feature to make a copy of your wallet file so that this additional copy may be used to restore the original after a data loss event All backup copies of the wallet have a backup date time part in their file names so it will be easy for you to find a backup when you need it To backup your data select Backup Now menu item You will be asked for the backup file name and location If you want a periodic backup you can make a standard windows scheduled task that will do the backup periodically Data Import The Desktop version of Spb Wallet has the ability to import data from other wallet kind applications including e eWallet e FlexWallet e CodeWallet e SplashiD e Handy Safe e Custom CSV Page 13 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile During the import cards from other wallets are linked to predefined templates by special matching engine almost automati
22. ip You can use Reset Default Templates option in the Tools menu on your Desktop to update and localize your templates name fields names graphical view and create new or restore removed templates Notes v When you change the base template then all cards based on that template will also be changed v Only the icon ico format is supported for icons in Spb Wallet v The recommended size of graphics for creating new cards is from 348x243 down to 244x170 Do not use big size image s to avoid losing storage space on your Device Page 21 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Technical Support This chapter contains technical support information It includes all the information you need to assist you About The Trial Version The trial version of Spb Wallet includes all of the features available in the registered version The trial version expires within 15 days after the first installation You can use the trial version only to check how Spb Wallet works In order to keep using the software you need to purchase the license There is no need to re install the Spb Wallet in order to use the full version To obtain the serial number you need to purchase Spb Wallet software license You will receive your serial number by e mail For more information please visit our web site at http www spbsoftwarehouse com support general html Before Contacting Technical Sup
23. lt to think up a really strong and powerful password when you need one We have provided a special password builder with 3 predefined options for password generation e Normal e Strong e Very strong If you need something special you can use the custom settings and specify more than 9 options to generate a strong password User Friendly I nterface Spb Wallet has been designed with its intended users in mind at all times The new user interface supports smart scrolling gestures on touch devices and animation effects that provide the best user experience and performance Quick Search Spb Wallet provides the capability for a quick card search by card name notes and fields Please note that you do not need to press any button to start your search the result is Shown while you are entering your search criteria Backup All backup copies of the wallet have a backup date time part in their file names so it will be easy for you to find a backup when you need it If you want a periodic backup you can create a standard windows scheduled task that will do the backup periodically Integration with I nternet Explorer amp Firefox The Spb Wallet on your Desktop toolbar for Internet Explorer amp Firefox provides some features to exchange data between your wallet and websites This feature makes your surfing on the web easier These are e Automatic card capturing to save user name and password of websites automatically when you
24. nchronization with ActiveSync which is performed periodically and when the device is connected Unless this option is enabled all dialogs which are opened will be closed periodically See the technical support chapter for more related information o Enable Minimize Spb Wallet to tray to automatically minimize the current session of Spb Wallet to the tray rather than to the taskbar o At Most Used Cards view show cards Select the number of cards you want to see in the Most Used Cards pane o Default folder for wallets to provide the folder where your wallets will be stored by default Page 19 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile e Inthe Security tab you can customize Options options regarding your information security general Security Synchronization Web Browser Skins Background Lock wallet automatically after o If the Lock wallet See minutes 1 60 automatically after option is enabled your wallet will be z Show password hint after automatically locked after the invalid logon S pecifi ed peri od of S pb Wa let Automatically close the password dialog when the correct password is idle time ans Clean up clipboard on exit o If the Show password hint 7 Ask me after option is enabled you will be shown the password hint that you had chosen after the specified number of invalid login attempts o Enable or disable the Aut
25. nerrsrrrrrrrerrerrrrrrrsrrrrrrrerrerrrrnt 14 WANE E IN a E EA EE EEEE E E auameeceteenastep one T 15 SYAC O era reat E E E E AA E E EEE E E 15 S log Clg AE ee E E PEE T E I ee E E P ety TT 16 Spb Wallet Options on Device s sssssssrsrrerrsrrrrrrrerrerrrrerrnerrrrrrrrrrnrrnrerrerrrrererrrnrrrrrnrenrrrerrrrene 17 SPP Walet Options on Desk tODesiisri rea ANE 19 Templates Customization OPONS lt ccsccncnessderendscnsoneadiiniadastacmbawaecntenaensdtewncusdahiastieeeeudsewntexeaddbantant 21 Technical SUD DONG siisii AETI a 22 POOUL THE TAVO ION erberi ern ET EAEE EEEE e ENEE TEE NEEE OE GEEA 22 Before Contacting Technical Support s ssssssssssrssrsrrererrerrrrrsrrsrrrrerrerrrrrrrrrerrrrrerrerrrrrrrrrrrrerrrrrne 22 Contacting Technical SUPOTE wnccxsitanenedcoveucsaancasenensieoevanerdacepstenssven wins EE E EENE 25 Page 2 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Overview Everybody has a lot of sensitive business critical and useful information we want to keep secret from others and to have this sensitive information readily available It could be credit card numbers administrative accounts in the corporate network passwords for website access and much more If you rely on your memory it will become very difficult because you cannot remember all of these numbers passwords and any other kind of information you need on a daily basis The goal of Spb Wallet is to give
26. omatically close the password dialog when the OK correct password is entered option o Enable the Clean up clipboard on exit option to clean up the clipboard automatically when you exit the program During your work on the program you may forget that you had copied some important data to the clipboard Prevent your data from being disclosed by selecting this option Only the data which was copied from Spb Wallet to your clipboard will be deleted e Inthe Synchronization tab you can configure the synchronization of your desktop Spb Wallet with the device part Please check which particular wallets you want to be synchronized and select the default conflict resolving method o Click on New Sync button to launch the synchronization type wizard which allows you to sync your wallet with Folder or network share Google mailbox Gmail and iPhone using Bonjour service Select the type of synchronization and follow the wizard instructions e Inthe Web Browser tab you can select your default browser show your web cards with folders in the browser toolbar and enable the automatic capturing of web cards when you sign in to any new website that does not exist in your wallet e From the Skin tab you can change the login panel skin and color e From the Background tab you can change the background text font and color Page 20 of 25 Spb Software Spb Wallet 2 0 User Manual for windows Mobile Software for the Mobile World Templates Cu
27. ord e Different character sets Selected sets will be present in the generated password e Password ts pronounceable Most of them will be probably pronounceable using a better combination of vowels and consonants Select Generate and the program will generate the password according to your settings You can generate the password several times until you get the right result si Spb Wallet ay 42 ok Note You can also generate a password while editing a card M sz from the Password Field context menu in the Card Properties i Hotmail dialog box E Master Card Lewd Hotel Reservation g5 Yah Quick Search ie Win To search for a card supply symbols to start searching for your card As you type Spb Wallet will show you the list of cards that contain strings matching your search criteria The search engine looks for the entered string at any position of the card name card field values and card notes Page 12 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile Smart Card Fields ag Mastercard Ss T4 ok The smart card fields are fields which contain phone numbers Email or websites With Spb Wallet smart card fields you can e Copy field values to the clipboard e Make phone calls e Send SMS MMS Lost Phone 1 800 555 55 55 l Dial Phone e Send Email Care Send SMS Issu Send MMS e Open web sites Corporate Copy Lost Phone e Open web sites with auto
28. p Gmail Sync e Ensure that your Gmail IMAP protocol is enabled To do that o Login your Gmail account o Select Settings from the top right corner of your Email window o Select Forwarding and POP I MAP tab o Check Enable IMAP at IMAP Access option e Click the New Sync button to launch the synchronization type wizard then select Synchronize with Google mailbox and follow the wizard instructions e Now by clicking Synchronize Spb Wallet will create a Spb Wallet label in your Gmail account and save the selected wallet file into it Page 16 of 25 Spb Wallet 2 0 User Manual for windows Mobile Spb Software Software for the Mobile World Spb Wallet Options on Device You may customize Spb Wallet to Suit your needs To begin Select the Options menu item The options dialog includes General Here you can configure the general program behavior s Spb Wallet Do nok sync wallet with Activesync automatically iF opened At Most Used Cards view show Default Folder For wallets iy Documents Spb Wallets A o Enable or disable the Do not sync wallet with ActiveSync automatically if opened option If the wallet is opened but locked then this option does not apply This is vital for automatic synchronization with ActiveSync which is performed periodically and when the device is connected Unless this option is specified all dialogs which are opened will be closed periodically o At Most Used Card
29. port Please read this section before contacting Technical Support it includes most common important issues users might face Synchronization Does Not Work If the synchronization does not work for you try to do the following e Start SpbWalletDesktopSync exe from the folder where you have installed the Spb Wallet on the Desktop e Start synchronization e Look at the messages o Synchronized but data is not updated then you may have wallet files duplicated with 1 2 3 postfix Sometimes you can have a wallet file with a 1 2 X postfix on your device or Desktop which you have not created This happens when you create wallets with the same name on both the Pocket PC and the Desktop after sync To resolve this issue keep only one latest copy you want to have on the device or the Desktop and then remove the other copies and start synchronization o Wallet is opened on a device or Wallet is opened on Desktop then you may have an open wallet While synchronizing data between Desktop and device all dialogs are closed while data is applied The only way to avoid this is to enable the Do not sync opened wallet automatically option in this case sync will not proceed if wallet is open with special notification and synchronization dialog This option is present for both a Pocket PC and the Desktop The only exception for that option is sync with desktop Synchronize command in that case this option is ignored only on the Desktop Another c
30. roll the list using gestures All necessary commands for folders or cards can be done via context menus o Select a card in the folder view to open the card view In the Card View you can manage all of your cards fields Tap and hold or press the data fields to copy field values to the clipboard make phone calls send SMS MMS send email or open web sites All necessary commands for the cards can be done via context menus Spb Wallet E Tj ok o To open the Templates View select the Templates menu item Spb Wallet provides over 60 preinstalled templates for you to use in ste ee E your daily life All templates and cards are fully _ 2 Cards Calling Card customizable in Spb Wallet If they do not a Cards Frequent Flyer Account Cards ID Card satisfy your needs you can simply modify a Et Cards ISIC Card predefined template create a new one or use the Online Templates Gallery to search and download from over 4000 templates right from your Wallet You also can export templates so any created template can be shared with others at Spb Wallet forum You may ask Spb Cards ITIC Card E Cards Library Card HE Cards Membership Cards Social Security Card Wallet team to make a new template for you Import Template at Online Templates Gallery www spbsoftwarehouse com products wallet te mplates I mportant If you change the base template then all the cards based on that template will also be chang
31. s view show cards select the number of cards you want to see in the Most Used Cards pane General Security Sync Cards skin B41 OK Ed Cancel o Default folder for wallets please provide the folder where your wallets will be stored by default Security Here you can customize options that regard your information security e Spb Wallet Lock wallet automatically after o If the Lock wallet automatically after option Kr 1 60 is enabled your wallet will be automatically _ locked after the specified period of Spb Wallet show password hint after idle time invalid lagans Automatically close the password dialog when the correct password is entered o If the Show password hint after option is enabled you will be shown the password hint that you had chosen after the specified number of invalid login attempts o Enable or disable the Automatically close the password dialog when the correct General Security Sync Cards skin 4 gt _ eg password is entered option n Cancel Sync Here you can configure the synchronization of your Device wallet file with the Desktop part Please select the wallets you want to be synchronized Page 17 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile e Cards Customize your cards view options G2 Spb wallet o Disable or enable the cards graphical view Options o Show or hid
32. stomization Options Spb Wallet provides over 60 preinstalled templates for you to use in your daily life All templates and cards are fully customizable in Spb Wallet If they do not satisfy your needs you can simply modify a predefined template create a new one or use the Online Templates Gallery to download from over 4000 templates right from your Wallet You also can export templates so any created template can be shared with others at Spb Wallet forum You may ask Spb Wallet team to make a new template for you at www spbsoftwarehouse com products wallet templates In the templates view select a template to open it for editing ne Spb Wallet Edit Template To customize a template e Open the template pane on the desktop or choose the Templates menu item on your device e Open the desired template for editing e Switch to the Fields tab to configure fields you would like to be handled by this template e Select the View tab and click the Edit View button to change the graphical view of the template change background fonts field positions and more Disable M Show card graphics the Show card graphics option to remove the graphic view of the template To use the Online Templates Gallery 7 Ei OK Ea O Cancel e Open the Online Templates Gallery an Internet connection is required e Search by country card type and keywords to find the desired template e Select Import to download the selected card template T
33. sword wy start right away no download or setup needed See how to instantly reach friends and family from the New Yahoo Mail Cl Keep me signed in for 2 weeks unless sign out Uncheck if on a shared computer Info Forget your ID or password Help Internet 100 Go to View gt Toolbars menu item to enable or disable the Spb Wallet toolbar By using the Spb Wallet toolbar you can e Simply navigate to the websites you have in your wallet with automatic username and password supplying e Create cards for Spb Wallet directly from the browser with automatic capturing of the username password and site address This can be done both manually by using Page 14 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows Mobile the Capture Card toolbar button or automatically using the Capture cards automatically option if enabled e Generate new strong passwords e Use Fill Page button to automatically supply the user name and password of the active webpage if already been saved in your wallet From the Web Browser tab in Spb Wallet options you can select your default browser show your web cards with folders in the browser toolbar and enable the automatically capturing of cards option to save user name and password of websites automatically when you sign in to any website that does not exist in your wallet Note The Spb Wallet application must be opened in order to us
34. you a safe secure and convenient storage location for all of this important and business critical information providing you with quick and easy access to data on both your Device and Desktop PC Data synchronization between multiple devices and desktops is supported Software Features Secure Storage for Sensitive I nformation All of the data is stored in an encrypted password protected file A strong AES 256bit algorithm is used for encryption a This means that the correct password has to be used to get access to any sensitive information To be fully protected the following features are used Spb Wallet O Yi 4 ok e String AES 256 bit encryption You can find more information about AES at http en wikipedia org wiki Advanced_ Encryption Sta e User friendly login panel to eliminate key loggers threat e Automatic wallet locking If you forget to close your wallet OR if you leave your wallet open Automatic Wallet Locking will automatically lock your wallet after the specified period of time of inactivity e Automatic clipboard cleanup allows you to clean up the clipboard automatically when you end using wallet This feature will remove only the data which was copied from the Spb Wallet to your clipboard e Special engine to protect the wallet data from Phishing scams and fraudulent on your desktop Page 3 of 25 Spb Software Software for the Mobile World Spb Wallet 2 0 User Manual for windows
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