Signature Wallet Version 2.0 Help

Introduction

Installation/Setup

System Requirements
Installing Signature Wallet
Moving Signature Wallet Data to a New Palm Organizer
Removing Signature Wallet from Your Palm Organizer

Getting Started

Enrolling Your Signature Template
Setting Preferences

Working with Signature Wallet

List View
Sorting the List
Creating a New Record
Customizing Record Field Names
Assigning a Category
Finding a Record
Editing a Signature Wallet Record
Record Information
Deleting a Record
Customizing or Editing Record Types
Creating New Record Types
Deleting Record Types

Locking and Unlocking Your Device and Wallet

Support

CIC's Signature Wallet is a security account management application that also protects your Palm organizer.  Unlike other account management applications that use passwords for data access, Signature Wallet will use your signature.  Signature Wallet uses biometric signature verification to keep your data safe.  This technology records and measures the speed, rhythm, patterns and habits unique to your - and only your handwriting.  Your signature cannot be forgotten, lost, or guessed.  Signature Wallet can be used to store personal and/or business security account information such as:  bank accounts, credit cards, online shopping accounts, and network security accounts.  All data is encrypted with 128 bit encryption for security.   Signature Wallet can also lock your Palm organizer so that no one can access any of your other data.

Features

• Signature protected data
• Signature protected device
• Encryption using Triple DES
• Timed auto-lock 
• Customizable record types 
• Administrative control of preferences (i.e. settings to prohibit password changes, etc.) 

System Requirements

• Palm organizers running Palm OS 3.5x, 4.x and 5.x ( 4.x and 5.x required for Administrator setup)
• 160 KB free on your Palm organizer
• Desktop computer (Mac or PC)

Installing Signature Wallet

Important notes prior to installing Signature Wallet

• Backup your data: CIC advises you to back up your organizer following the instructions in your Palm organizer handbook before activating Signature Wallet.  
• Disable and remove trial or earlier versions of Signature Wallet or Sign-On: Prior to installing the full version of Signature Wallet, you must disable and remove any previous versions of Signature Wallet or Sign-On. Reset your Palm organizer after disabling and removing the application. You may need to re-enroll once you have installed the full version.  
• Check your Palm OS version

Palm OS Version	Folder	Files to Install
3.5x and 4.x	OS 3_4	SigWallet34.prc SigWalletDrv.prc SigWalletLib.prc
5.x (palmOne devices running OS 5.x; such as the Tungstens, Zire, etc.)	OS 5 palmOne	SigWallet5p.prc SigWalletLib.prc SigWalletLnchr.prc
5.x (All other OS 5.x devices)	OS 5	SigWallet5.prc SigWalletLib.prc

Note:  For all palmOne OS 5.0 devices, Signature Wallet replaces the default security application.  

Installing from a PC

1. Locate the first file to install and double click on it.  The Palm Install Tool should open.  If the Palm Install Tool did not open, click on the Windows Start button.  Select Programs, Palm Desktop, and Palm Install Tool.
2. Select the user name that corresponds to your Palm organizer in the user drop down list.
3. If the Palm Install Tool opened when you double-clicked on the file, you should have this file listed under File Name.  If the PRC file is not listed, either

1. Drag-and-drop the file into the Install Tool File Name list.  Or,
2. Click the Add button to open the Open dialog.  Locate and select the file.  Click the Open button to return to the Install Tool dialog.

4. Repeat steps 1-3 for each file to install.
5. Perform a local HotSync® operation to install Signature Wallet.
6. Reset your Palm organizer when instructed.

For alternative installation instructions, refer to your Palm organizer handbook under "Installing Applications Using a Windows Computer." 

Installing from a Mac

1. Locate the first file to install on your Mac.
2. Select Install Handheld Files from the HotSync menu.
3. Click Add To List and select this file.
4. Click Add File and the name of the file displays on your Install Handheld Files list.
5. Repeat steps 1-4 for each file to install.
6. Exit the Install Handheld Files dialog box.
7. Make sure the HotSync Manager is running.
8. Press the HotSync button on your Palm cradle to start HotSync. Refer to your Palm organizer Handbook for further information on HotSync.
9. Reset your Palm organizer when instructed.  

For alternative installation instructions, refer to your Palm organizer handbook under "Installing Applications Using a Macintosh." 

Moving Signature Wallet Data to a New Palm Organizer

If you upgrade your Palm organizer and wish to move your data to the new device, HotSync the following files to your new device:

• CICSignatureDB
• CICSigWalletDB

It is recommended that you re-enroll your signature after you move your data.  This will update your signature profile on the new device.  

Removing Signature Wallet from Your Palm Organizer

To remove Signature Wallet, you must first disable¹ it.  It is strongly recommended that Signature Wallet be removed if you are not using it.  

Disable Signature Wallet	Delete Signature Wallet
Tap the Applications icon. Tap the SigWallet icon, the Prefs button, then Device from the top right drop list. Select None for Sign On With. Select Wallet from the top right drop list and select None for Lock With. Tap OK.	Tap the Applications icon. Tap the Menu icon. Tap Delete. Select SigWallet. Tap Delete. Repeat steps 1-5 for the files:  InkToolsLib, SignOnDrv2, SigWalletPanel2, CICSignatureDB3, and CICSigWalletDB3. Tap Done. Perform a soft reset.

NOTES:  

1	If Signature Wallet was installed using the Signature Wallet Administration Tool, you cannot disable it.  Thus, you cannot delete it without the Admin password.  .
2	SignOnDrv only exists on Palm OS 3.5x and 4.x devices.  SigWalletPanel only exists on Palm OS 5.x palmOne devices.
3	For upgrading purposes, if you wish to keep your signature template and Signature Wallet data, do not delete the CICSignatureDB and CICSigWalletDB files.  You will need both these files to retain your data.

After you install Signature Wallet and tap on the icon for the first time, you will be asked to create your signature template.  This template will be used to verify your signature when you sign in while protecting your device and/or the wallet.  

If Signature Wallet is installed using the Signature Wallet Administration Tool, you will be prompted to enter a password to access the Palm OS device.  You can then enroll your signature template.  If you do not enroll immediately, you will be prompted again the next time you access your device.  You will be required to enroll upon your third access into the Palm OS device.  

Enrolling Your Signature Template

You will need to enter your signature three times to complete the template.  Tap Next to begin.  Sign and tap Next until you've signed three times.  You can clear signatures and re-sign by selecting Clear.  

Next, enter a password up to twenty characters (case sensitive.)  Confirm the password by entering it again.   

After your enrollment, you can tap on Preferences to customize your settings or go directly to the Wallet.  

Setting Preferences

To access the Preferences, tap on Prefs in Signature Wallet.  There are three Signature Wallet settings:  General, Device and Wallet.  To switch between these pages of settings, tap on the drop list located in the upper right corner.  The next time you enter the Preferences, it will remember the last settings page you were in.   

Note:  You must select OK after your selections in order for the changes to take effect.  

General Protect Preferences:  Your signature is required to access the Preferences page. Re-enroll:  Create a new signature template Test:  Verify your signature Password:  Change your password Owner:  Display owner information (set in Palm Preferences, Owner)

Device4 Sign on with:  None, Signature Only, Signature or Password, or Signature and Password (Signature or Password is the default and is recommended until you have accustomed yourself to using your signature.) Lock device Options:   On power off:  Device locks every time your Palm device powers off. With time delay (1 to 60 minutes): Device locks after device is powered off for this amount of time.  The On Power Off, At Time, or Lock Between Times option must also be selected to use this feature.   At time:  Device locks at this set time daily.  The device will unlock once you access the device with your signature.  Lock between times:  Device is automatically locked between these times daily.  If you access your device between these hours, you will be required to enter your signature.  You will need to enter your signature to unlock the device the first time you access the device after the end time.   Warning for rejected logon's:  Informs you of the number of unsuccessful attempts made to access your device.  This number resets once you've accessed your device.     A combination of these options may be selected concurrently.

Wallet Lock with:  None, Signature Only, Signature or Password, or Signature and Password.  (Signature or Password is the default and is recommended until you have accustomed yourself to using the signature.) On power off:  Signature Wallet locks every time your Palm device powers off.  If you were in Signature Wallet immediately prior to powering down, you will be asked to sign in when you power back up your device.  Otherwise, your signature is required when you next access the wallet.     On exit:  Signature Wallet locks every time you exit from it.  You will be required to sign in every time you start Signature Wallet.   With time delay (1 to 60 minutes):  Signature Wallet locks after this amount of time.  On Power Off, On Exit, At Time, or Lock Between Times must also be selected to use this feature.   At time:  Signature Wallet locks at this set time daily.  It will unlock once you access the wallet with your signature.   Lock between times:  Signature Wallet automatically locks between these times daily.  If you access the wallet between these hours, you will be required to enter your signature.  You will need to enter your signature to unlock the wallet the first time you access the wallet after the end time. Sort order (Manual or Alphabetical):  Set sort order for the list view.  A combination of these options may be selected concurrently.

Security5 This option is available only on palmOne OS 5.x devices as Signature Wallet replaces its security application.  These settings are the ones from the device.   Password:  Assign a password for masking or hiding your private records.  Note:  You cannot enter a Hint.  If you forget your password, you will have to remove it and all your records marked Private will be lost.  As long as your data is backed up on your PC, you can HotSync the device to restore these records. Current Privacy:    Show Records, Mask Records or Hide Records Show Records:  Allows you to view all records marked Private Mask Records:  Cover all records marked Private with a gray box. Hide Records:  Hides all records marked Private from view.

NOTES:  

4	If Signature Wallet was installed using the Signature Wallet Administration Tool, you cannot change these settings.  Consult your Administrator for details.
5	The Security icon is available on the Palm device main menu on all other Palm devices.

List View

The list view displays the titles of your records.  This list can be viewed by category and sorted alphabetically.  

To view list by category

Tap on the label "All" in the upper right corner of the list view to display all your records.  Select a different category for selective display.   

Sorting the List

The list view can be manually or alphabetically sorted.  You can set this option in the Wallet Preferences.   

If your setting is to alphabetically sort, the titles in the list view will always be sorted even when you add new records.

If your list is set to manually sort, you can move and re-order your list by selecting the title of an entry and dragging it to the new location.  If you wish to quickly sort your titles, select Sort from the Record menu.  New records will be appended to the end of the list.  

If you switch from manually to alphabetically sort, your manual list order will be lost.  

Creating a New Record

1. Select New from the list view.
2. Select a record type, then OK.
3. Enter a title (up to 21 characters) for your record.  This title will be displayed in the list view.  
4. Enter data for each field.  You can enter up to 512 characters per field.  
5. When completed, select Save.

Customizing Record Field Names

Each record type contains predefined field names.  You can change the names by selecting the field name in the record and selecting a new name from the list.  If you wish to use a name that is not on the list, select Other and enter a custom name (up to 9 characters.) 

Note:  The names you create in each record is specific to that record.  These names will not be available from the picklist when you are editing other records.  If you wish to use new field names in other records, create and customize your own record types.  

Assigning a Category

Each record can be assigned a category.  The List View can be set up such that records are viewed by categories.  To set the category in a record:

1. Tap on the Unfiled category in the upper right corner of the record.  
2. Select a category.
3. If you wish to create  a new category for your record, select Edit Categories.  

Finding a Record

You can locate text strings in the titles in the List View.  

1. Select Find in the List View.
2. Enter text string to search.
3. Select OK.

Note:  The Palm system Find is disabled in Signature Wallet.  In turn, the Palm system Find outside of Signature wallet will not be able to locate records in Signature Wallet as the data is encrypted.  

Editing a Signature Wallet Record

1. Select a record.
2. Select Edit.  
3. Edit the contents of the record and select Save.  

Record Information

Signature Wallet stores the dates each record was created and last modified.  To locate this information: 

1. Select the record to view.
2. Select Info from the Record menu.

Deleting a Record

1. Select the record to delete.
2. Select Edit.
3. Select Delete and confirm deletion.

Customizing or Editing Record Types

To customize or edit an existing record type:

1. In the List View, select Edit record Type from the Options menu.  
2. Select the record type, then Edit.
3. Edit the Name of the record type and/or field names.
4. Select Save.

Note:  Customized record types are not saved if you reinstall Signature Wallet (SigWallet.prc).  

Creating New Record Types

1. In the List View, select Edit record Type from the Options menu.  
2. Select New.
3. Enter a Name for the record type.
4. Select the field names for the record type.    
5. Select Save.

Deleting Record Types

1. In the List View, select Edit record Type from the Options menu.  
2. Select the record type, then Edit.
3. Select Delete.

Note:  If you wish to restore the default record types and you have not created any custom record types, you can reinstall Signature Wallet.  If you have created custom record types and wish to keep them, do not re-install Signature Wallet.  

Your Palm organizer and Signature Wallet will lock based on the settings you've selected in the Signature Wallet preferences.  Your device and Signature Wallet can be locked when the device is switched off or when you exit Signature Wallet with or without a time delay, at a specific time or between specific hours each day.   

You can unlock the device or gain access to Signature Wallet by entering your signature when prompted.  One of the settings allow you to use a password for backup purposes.  For added security, select the option to use both your signature and password.

Note:  

• If your administrator installed Signature Wallet, you may not be able to change your device preferences.  
• Palm OS phone devices
  • Incoming calls are allowed.
  • Emergency call access is available.
  • On some of the devices (i.e. Treo 180, Treo 270, and Tungsten W), Signature Wallet will not lock the ability to make outgoing calls or access to the address book.  
• Signature Wallet is not supported on all Palm OS device models.  Compatibility issues may arise with some third-party applications.  

New in version 2.0

• Support for Palm OS 5.x
• Support for administrative functions using the Signature Wallet Administration Tool

Frequently Asked Questions and User Help Files  

©2003 Communication Intelligence Corporation, all rights reserved.
www.cic.com

December 2003