Password Manager Product Guide for Mac and ios

Transcription

1 H Password Manager Product Guide for Mac and ios Trend Micro Incorporated 225 E. John Carpenter Freeway, Suite 1500 Irving, Texas U.S.A. Phone: +1 (817) Toll-free: (888)

2 Trend Micro Incorporated reserves the right to make changes to this document and to the service described herein without notice. Before implementing the service, please review the readme file and the latest version of the applicable user documentation. Trend Micro and the Trend Micro t-ball logo are trademarks or registered trademarks of Trend Micro, Incorporated. All other product or company names may be trademarks or registered trademarks of their owners. Copyright 2015 Trend Micro Incorporated, Consumer Technical Product Marketing. All rights reserved. Trend Micro Password Manager Mac and ios Product Guide provides help for analysts, reviewers, potential customers, and users who are evaluating, reviewing, or using Trend Micro Password Manager on Mac or ios. DOCUMENT PROFILE: Product Name: Trend Micro Password Manager Document Title: Trend Micro Password Manager - Mac and ios Product Guide Document Filename: PG - Password Manager Mac ios Product Guide v1.0 Document Release Date: August 21, 2015 Team: Consumer Technical Product Marketing 2

3 Contents Executive Summary... 5 Chapter 1: Introducing Trend Micro Password Manager... 6 Product Overview... 6 Key Features... 7 System Requirements... 8 Incompatible Software... 9 Internet Connection... 9 Recommended Environment... 9 Target Market... 9 Global Availability... 9 Contacting Trend Micro... 9 Consumer Support Line Free phone, and chat support Premium Services Chapter 2: Getting Started with Trend Micro Password Manager on the Mac Download and Install Trend Micro Password Manager and Create an Account Chapter 3: Using the Password Manager Browser Plug-in Using Password Manager in Your Browser Saving Account Sign-in Credentials Password Generator Enabling Other Users: Locking Password Manager and Signing Out of Your Trend Micro Account Help and Support Chapter 4: Using the Secure Browser The Secure Browser Chapter 5: Using the Password Manager Web Management Portal Signing In to the Password Manager Web Management Portal Creating Folders Editing Passwords Password Doctor Creating a Profile to Auto-Fill Online Forms Creating Secure Notes Editing Settings Subscription Information Change Your Master Password Data Exception List Other Signing Out of Your Trend Micro Account Chapter 6: Getting Started with Trend Micro Password Manager on ios Download and Install Password Manager on ios, Create an Account, and Sign In Adding a Password Password Generator Password Doctor Managing Passwords

4 Form Filling Creating Secure Notes Safari Extension Settings About Trend Micro

5 Executive Summary Trend Micro Password Manager helps you manage all your online credentials in one secure location, ensuring an easy and safe online experience, as well as a faster, more secure, and convenient way to access web sites. Among its key features, Trend Micro Password Manager on the Mac provides multi-user support, a password strength indicator, a strong password generator, and a password doctor, for changing weak passwords. And Trend Micro Password Manager on ios works on both your iphone and ipad. Password Manager on Mac (and PC) provides a Secure Browser, which gives an extra layer of security when performing online transactions on banking and other financial web sites. Password Manager also provides a Web Management Portal, allowing users access and management to their password database on any device, including public computers, at any time. Finally, Innovative technology in Password Manager incorporates continuous adaptation to customer usage, improving the global list of safe web pages. This product guide provides all you need to know to evaluate, install, and use Trend Micro Password Manager on Mac and ios devices. Download its companion product guide for PC and Android devices at 5

6 Chapter 1: Introducing Trend Micro Password Manager This chapter introduces you to Trend Micro Password Manager. The topics discussed in this chapter include: Product Overview Key Features System Requirements Target Market Availability and Pricing Support contacts Product Overview In today s digital world, individuals manage multiple online accounts, which require access via a unique user name and password. Given the multitude of online sites being accessed, individuals deploy various and often unsecure means to remember their credentials. They may use the same usernames and passwords on these websites, thus opening themselves up to universal cracking of their accounts. Or they may store them insecurely on paper or post-its, in a text file, or rely on a browser s not-so-secure autofill function, or use a password management tool to manage them. The difficulty in managing all these credentials is compounded by the spread of mobile devices such as smartphones or tablets. How can a user manage their login usernames and passwords, while making sure all their online transactions are secure? And how can they manage them across all their computers and devices? Trend Micro Password Manager on the Mac and ios helps you manage and secure all your online credentials, ensuring an easy and safe online experience, while offering a faster, more secure, and convenient way to access web sites. Used in conjunction with Password Manager for Windows and Android, Password Manager users on the Mac or ios have instant access to all their login credentials with a single Master Password, no matter where they re located or what device they re using. Among its key features, Trend Micro Password Manager for Mac provides a Web-based management portal, multi-user support, a password strength indicator, and security questions for master password recovery. Trend Micro Password Manager on the Mac (as on the PC) includes a Secure Browser, which encrypts your master password to protect you from keyloggers and identity theft. 6

7 Key Features Table 1. Key Features of Trend Micro Password Manager Feature URL and Password Management Cloud Storage and Synchronization Multi-User Accounts Web Management Portal Password Doctor Password Generator Secure Browser Secure Notes Management Profile for Auto-Form Filling Password Search Field Cross-platform Support Continuously Regenerated Systems and Safety Description Automatically capture your websites and password login credentials for easy bookmark sign-in and access. Credentials are available across all devices where Password Manager is installed. Password Manager supports multiple users on the same Mac using different Trend Micro accounts. The Password Manager Web Management Portal provides universal access to your Password Manager passwords. The portal is accessible using Safari, Mozilla Firefox and Google Chrome browsers. Password Doctor in the portal diagnoses password health and recommends changes when passwords are weak or repeated across multiple sites. Automatically generate strong passwords with custom criteria for increased login security. Use the Secure Browser on Windows and Mac to ensure complete security and privacy for online financial transactions. Store and manage Secure Notes regarding your accounts, logins, and procedures. Create a Profile to enable auto-form filling when filling out online forms. Search field in browser plug-in makes it easy to find passwords in Password Manager. Windows, Mac, ios, and Android smartphones and tablets are fully supported. Innovative technology continuously improves and adapts, providing globally verified white-listed web pages. Uses regenerating patterns and mapping techniques that grow and improve from customer usage. 7

8 System Requirements Before you attempt to install Trend Micro Password Manager please ensure you meet the following system requirements. Table 2. Trend Micro Password Manager System Requirements Windows Operating System CPU Memory Disk Space Windows Vista with Service Pack 2 or higher (32 bit and 64 bit) Windows 7 with Service Pack 1 or higher (32 bit and 64 bit) Windows 8/8.1 (32 bit and 64 bit) Windows 10 (32 bit and 64 bit) Compatible Browsers Web browser 1GHz or faster processor recommended 2 GB or more More than 300 MB Microsoft Internet Explorer 9.0/10.0/11.0 The latest two versions of Mozilla Firefox The latest two versions of Google Chrome Mac Operating System CPU Memory Disk Space Mac OS X 10.8 (Mountain Lion) Mac OS X 10.9 (Mavericks) Mac OS X (Yosemite) Compatible Browsers Web browser Mobile Devices Intel Core 2 Duo 2.0 or faster processor Safari 7.1/8.0 2 GB or more More than 300 MB The latest two versions of Mozilla Firefox The latest two versions of Google Chrome ios app ios 8.0/8.1/8.2/8.3/8.4 Android app Android 4.0/4.1/4.2/4.3/4.4/5.0/5.1 8

9 Incompatible Software To identify software that you should remove from the computer before installing Password Manager, please refer to the following Web site: Internet Connection Trend Micro Password Manager requires an Internet connection for activating online, checking the expiration date, downloading updates, sending Trend Micro URL/web queries and logs to the portal, logging into the management console, and browsing knowledge base pages on the Trend Micro Web site. If you have a dial-up or other connection to the Internet that charges fees per connection, by the amount of time connected or for the amount of data downloaded, make sure your router or connection software does not automatically start a connection to support the features listed above to avoid extra connection fees. Follow your router's instructions to edit your router settings as required. Recommended Environment This Product Guide assumes that you are using Trend Micro Password Manager on a Mac, ipad, or iphone. All screenshots were shot using Mac OS (Yosemite) on a Mac mini, or using ios on an iphone. If you are using Trend Micro Password Manager on a Windows computer, an Android phone or tablet (using Honeycomb), or an ipad, certain screens may appear differently and some procedures may require additional steps. Target Market Trend Micro Password Manager is targeted to all consumers who require complete security for their online digital accounts and transactions. Global Availability Password Manager is available at pwm.trendmicro.com and from the Windows Store, Amazon, Google Play, and the App Store (Apple). Trend Micro Password Manager on Mac and ios is globally available July 29, Contacting Trend Micro Trend Micro Incorporated 225 E. John Carpenter Freeway, Suite 1500 Irving, Texas U.S.A. Phone: +1 (817) Toll-free: (888)

10 Consumer Support Line (800) Monday - Friday, 5:00AM - 8:00PM Pacific Free phone, and chat support Trend Micro also offers free phone, , and chat support. For more information, see Premium Services Trend Micro offers Premium Services for a wide variety of technical issues including installation, virus and spyware removal, PC Tune-ups, and more. For more information, visit 10

11 Chapter 2: Getting Started with Trend Micro Password Manager on the Mac This chapter gets you started with Trend Micro Password Manager on the Mac. In this chapter you re shown how to Download and Install a copy of Password Manager and to create a Trend Micro account. The example below uses the Safari browser; the installation is similar for the Firefox and Chrome browsers. Download and Install Trend Micro Password Manager and Create an Account To get started, you need to download and install a Free or Paid Version of Trend Micro Password Manager. The Free Version does not expire, but is limited to five Passwords. The Paid Version provides unlimited passwords. To download and install Trend Micro Password Manager: 1. Go to pwm.trendmicro.com to access the Trend Micro Password Manager web page. The Password Manager web page appears. Figure 1. Password Manager Webpage 2. If you re installing a Free Trial, click Get Password Manager for Free. The Password Manager Download dialog appears. 11

12 Figure 2. Password Manager Download 3. Click Mac and Password Manager downloads. 4. If you re installing a Paid Version, click the link Buy Password Manager to save unlimited passwords. Figure 3. Buy Password Manager to Save Unlimited Passwords Figure 4. Pick Your Subscription 5. When the page scrolls down, click the Buy Now button for the subscription you wish to purchase, then complete the purchase and sign-up process. 12

13 Note: Trend Micro Internet Security 2016 users are invited to try a Free or Paid version of Trend Micro Password Manager. Trend Micro Maximum and Premium Security users get a free subscription of Password Manager included with their purchase of Trend Micro Security 10. Access to both editions is provided from a Link in the Data screen of the Trend Micro Security Console. 6. When the download completes, double click the DMG installer in the Download menu in the Dock. Figure 5. Password Manager DMG Installer 7. The Password Manager Installer opens. Figure 6. Install Password Manager 8. Double-click Install Password Manager to begin installation of Password Manager. An Install Password Manager dialog appears, indicating it s an application downloaded from the Internet and asking if you re sure you want to open it. Figure 7. Install Password Manager Safety Dialog 9. Click Open. A screen appears with a dropdown indicating This package will run a program to determine if the software can be installed. 13

14 Figure 8. Determining if Password Manager can be installed 10. The Welcome screen appears. Figure 9. Welcome to the Trend Micro Password Manager Installer 11. Click Continue. The Software License Agreement appears. Figure 10. Software License Agreement 12. Read the Software License Agreement. If you agree, click Continue. A popup appears, asking if you agree to the license agreement. 14

15 Figure 11. Agreeing to the License Agreement 13. Click Agree. The Installation Type screen appears. Figure 12. Standard Install on Macintosh 14. Click Change Install Location if you wish to change the default destination for the installed program. Trend Micro recommends that you leave the default location as is. 15. In the Standard Install screen, click Install. The Mac OS Name and Password dialog appears. Figure 13. MacOS Credentials 16. Enter your Name and Password and click Install Software. The Installation begins and an Installation Progress screen informs you of the progress of the installation, then tells you if the installation was successful. 15

16 Figure 14. The installation was successful. 17. Click the Close box. A screen appears for you to Create a Trend Micro Account, or Sign In Now with an account you already have. Figure 15. Create a Trend Micro Account 18. If you re creating an account, enter your Address, a preferred Password, Confirm Password, provide your First Name and Last Name, and choose your Location. The checkbox Receive the latest news and offers from Trend Micro is checked by default. Click Next. 19. If you already have a Trend Micro Account, click Sign in now. A window appears for your to sign in. 16

17 Figure 16. Sign Into Your Trend Micro Account 20. Enter the address and password you used to create your account and click Next. A window appears for you to Select Your Version. Figure 17. Select Your Version 21. Either Use the Free Version or Provide your Premium version Activation Code and click Next. A screen appears for you to Protect Your Passwords. Figure 18. Protect Your Passwords 22. Click Next. A screen appears for you to Create Your Master Password. 17

18 Figure 19. Create Your Master Password 23. Enter your preferred Master Password, then Confirm Password and click Create. A screen appears to Use Password Manager in Your Browser. Figure 20. Get Browser Extension 24. If your browser is still open, you ll see a message that the installer will close the browser so the extension can be installed. Click Get Browser Extensions to install the extension for your default web browser, in this case, the extension for Safari. A page appears for you to download the extension. Figure 21. Password Manager Extension for Safari 25. Click Download Extension. The Password Manager extension downloads. 18

19 Figure 22. Extension in Dock 26. Double-click the Password Manager extension icon in the Download tool in the Dock. A popup appears, asking Are you sure you want to install the extension Trend Micro Password Manager? Figure 23. Are You Sure? 27. Click Install. The Password Manager extension for Safari installs, and a page appears saying Ready to go! Figure 24. Ready to Go! 28. The Password Manager icon appears in your browser menu. Figure 25. Password Manager Icon 29. Click the Password Manager icon in the browser menu bar and Password Manager asks you to Provide your Master Password. 19

20 Figure 26. Password Manager Popup Enter Master Password 30. Enter your Master Password and click the Unlock icon. Figure 27. Password Manager Open 31. You may now begin entering passwords by logging into your accounts. Password Manager automatically saves your login credentials. 20

21 Chapter 3: Using the Password Manager Browser Plug-in This chapter provides an overview of the Trend Micro Password Manager browser plug-in, using the Safari browser. Usage with Mozilla FireFox and Google Chrome are nearly identical. Topics discussed in this chapter include: Using Password Manager in Your Browser Saving Account Sign-in Credentials Password Generator Enabling Other Users: Locking Password Manager and Signing Out of Your Trend Micro Account Help and Support Using Password Manager in Your Browser When Trend Micro Password Manager is installed, a plug-in appears in your Web browser that allows you log in to Password Manager and begin using it. Note that multiple users can use Password Manager on the same computer, even in the same Mac account. Password Manager is tagged to the Trend Micro Account the user logs into. To begin using Password Manager with your browser: 1. Launch your Web browser and locate the Password Manager icon. Depending on your browser, it may be located on the left or right-hand side of its menu bar. Figure 28. Password Manager Browser Plug-In Icon 2. Click the Password Manager icon. If you re not logged in, the Password Manager dropdown menu indicates Unable to Help with Your Passwords. Note: This step determines which account is active in the Password Manager plug-in. If you log out of your account, the plug-in is available for other users and accounts. 21

22 Figure 29. Sign In Now 3. Click Sign In Now to sign into your Trend Micro Account. A screen appears for you to Sign Into Your Trend Micro Account. Figure 30. Sign Into Your Trend Micro account 4. Enter the address and password you used to create your account and click Next. A Welcome Back screen appears. 22

23 Figure 31. Welcome Back 5. Click Open Password Manager. Your browser loads and a Password Manager screen appears, asking you to Provide your Master Password. Figure 32. Provide Your Master Password 6. Enter your Master Password and click Unlock (Padlock Link). Password Manager opens. You may now begin saving passwords. See the next section. Saving Account Sign-in Credentials Trend Micro Password Manager works as you browse to save sign-in credentials for your internet accounts, so that you don t have to remember them in the future. To save an online account sign-in credentials: 1. Browse to a website that hosts one of your online accounts; for example, The general Google Sign In page appears. 23

24 Figure 33. Google Sign In (1) Figure 34. Google Sign In (2) 2. Enter your Gmail Username and Password and click Sign In. Password Manager captures the login credentials and presents a popup saying Save the password and automatically sign in into this website next time? Figure 35. Save Now 3. Click the Save Now button to store the online account login credentials in Password Manager. A pop-up appears, indicating password is successfully saved. Figure 36. Password Saved 4. For testing purposes, do one of two things: Scroll down the list, then click the right Google Accounts button in the popup to automatically sign in. (If there is more than one Google Account, a dropdown selection is available.) 24

25 Figure 37. Drop-down Selection OR Click the Spyglass icon, then type the name of the account (e.g., Google in the Search field to easily find specific passwords. Figure 38. Spyglass > Search 5. This will automatically filter the list and only show Google accounts. 6. Mouse over the list of accounts and more specifics about that account are visible. You can then tap the correct account to log in. 7. You can also rename an account to make it more distinguishable by mousing over the name on the right side of the listing until three dots appear; then click to bring up the drop-down menu. 25

26 Figure 39. Rename Account 8. Select Rename in the menu. This selects the name of that account. 9. Simply backspace through the existing name to delete it; then type in a new name to make it more distinguishable from the rest. 10. You can also Copy Account Name, Copy Password, or Delete the account. If you select Edit Details, the password opens in the Web Management Portal, so you can edit it. (See Chapter 5: Using the Password Manager Web Management Console for more details.) Figure 40. Edit Account Details 26

27 Password Generator When creating a new online account, you may often be tempted to use a familiar, easy-toremember password that you ve used previously with other accounts. This weakens account security, potentially exposing you to data theft, since once the familiar password is cracked it s a key to many of your online accounts. Trend Micro Password Manager s Password Generator helps users generate and save strong, unique custom passwords for each of your online accounts, thus strengthening the security of all your personal online data. To generate a strong password: 1. In the Password Manager window, click the Password Generator icon ( ). Figure 41. Password Generator 2. The Password Generator window appears with an automatically-generated password. 27

28 Figure 42. Password Generator > Show Advanced Options 3. Click the Circular Arrow to generate another password, Copy Password to copy the password, or click Show advanced options to get more character options for your password. Figure 43. Password Generator Options 4. Select your preferred option: Length of Password (between 4-20 characters) by typing the number or using the Slider; then the Characters to be used (Letters, Numbers, and Symbols). 5. Again, click the Circular Arrow to regenerate the password; then Copy Password to copy the password into the Clipboard. 6. Paste it into the password field as you create a new account; then log out and into the account to capture the password into Password Manager. 28

29 Enabling Other Users: Locking Password Manager and Signing Out of Your Trend Micro Account Password Manager lets you lock Password Manager and sign out of your Trend Micro account, so other users using the same computer can sign into their account and use Password Manager with their own passwords. To lock Password Manager and sign out of your Trend Micro Account: 1. You should already be logged into Password Manager to use these options. Figure 44. Lock Password Manager 2. To lock the Password Manager plug-in, click the Lock icon (Padlock Link) in the lower right-hand corner of the plug-in window. 3. This locks Password Manager and the Master Password entry pop-up appears. Figure 45. Provide your Master Password 29

30 4. Click the User icon in the top right-hand corner of the plug-in window and select Sign Out. Figure 46. Sign out 5. The Trend Micro Account Sign In window appears. Figure 47. Sign Into Your Trend Micro Account 6. If the user already has a Trend Micro Account for Password Manager, provide the Address and Password and click Next; then type in the Master Password to complete signing into Password Manager with another account. 7. If the user does not have a Trend Micro Account, click Create Account link. The Account Creation window appears. 30

31 Figure 48. Create a Trend Micro Account 8. Fill in the required fields. By default the Receive the latest news and offers from Trend Micro is checked and you may opt to uncheck this. 9. Click Next and provide the necessary details in the succeeding windows to complete account creation. As explained previously, they ll then create their own Master Password and sign into their account. Help and Support The Trend Micro Password Manager plug-in provides Help and Support menus for a variety of tasks: 1. Click the Help menu in the top right-hand corner of the Password Manager window, then click Get Help. Figure 49. Get Help 2. This opens the Password Manager Support page, where you can read various Support Topics, Related Product Support, Discussion Forums, Hot Topics, and download this Product Guide, or even download different editions of Password Manager. 31

32 Figure 50. Password Manager Support 32

33 Chapter 4: Using the Secure Browser This chapter shows you how to use the Secure Browser your hardened browser for all online financial transactions. The Secure Browser Password Manager provides a Secure Browser that provides greater security for all transactions conducted on financial websites. To use Secure Browser: 1. Open your browser and enter the URL of a financial institution. For example, type A dialog appears, asking if you d like to open this website in Secure Browser. Figure 51. Open in Secure Browser 2. Click Open in Secure Browser. The financial website page loads in Secure Browser. Figure 52. Sign On from Secure Browser 3. Log in to your financial account with your username and password. For extra safety, Password Manager asks you to gain provide your Master Password to sign into this site. 33

34 Figure 53. Provide Your Master Password 4. Enter your Master Password and click the Unlock icon. Your account page appears, along with a Password Manager dialog that allows you save your password. Figure 54. Save Now 5. Note the Save options: Not Now and Never for this site. Simply click the option you prefer. 6. Or click Save Now to save your financial credentials in Password Manager, then log out of your account. 7. For testing purposes, close Secure Browser and launch your normal browser again. 8. Type the financial URL again in the search field. The familiar dialog appears, asking if you want to Open in Secure Browser. 34

35 Figure 55. Open in Secure Browser 9. Click Open in Secure Browser. The Sign In dialog appears over the webpage. Figure 56. Sign In 10. Click Sign In to sign in to your financial account. Password Manager automatically signs you into your account. Figure 57. Banking Account Page in Secure Browser 11. You may now safely conduct your financial transactions knowing they are completely secure. 35

36 Chapter 5: Using the Password Manager Web Management Portal Trend Micro Password Manager provides a Web Management Portal to help you manage all your credentials and settings. Topics discussed in this chapter include: Opening the Password Manger Web Management Portal Editing Passwords Creating a Profile to Auto-Fill Online Forms Editing Settings Signing Out of Your Trend Micro Account Signing In to the Password Manager Web Management Portal Password Manager lets you launch the Password Manager Web Management Portal right from the plug-in or directly in your browser. To launch the Password Manager Web Management Portal: 1. Open your preferred web browser (e.g., Safari, Firefox, or Google Chrome), type pwm.trendmicro.com and hit Enter. The Password Manager Web Management Portal appears. Figure 58. Password Manager Web Page 2. Click the Sign In button located in the upper-right corner of the page. The Sign In page appears. 36

37 Figure 59. Sign In with Your Trend Micro Account 3. Type your Trend Micro Account username and password and click Sign In. Password Manager presents the Master Password unlock page. Figure 60. Provide Your Master Password 4. Enter your Master Password and click Unlock (the Padlock Icon). The Password Manager Web Management Portal opens. 37

38 Figure 61. Password Manager Web Management Portal 5. The portal provides direct access to manage all online accounts login credentials. The page includes a Password Strength Indicator, a Form Filler, Secure Notes, and general Settings. 6. The Password Strength Indicator indicates the percentage of your passwords that are considered unsafe, along with the exact number of passwords involved. Creating Folders The Password Manager Web Management Portal lets you create folders to help organize your passwords. To create a Folder: Figure 62. All Passwords > Organize Folders 1. Select Organize Folders in the All Passwords drop-down menu. A window appears for you to Create a New Folder. 38

39 Figure 63. Organize Folders > Create a New Folder 2. Click the Plus (+) icon to Create a New Folder. A window appears for you to give the folder a name. Figure 64. New Folder: Accounts 3. Type the name of the new folder; e.g., Accounts ; then click the X button to close the Organize Folders window. This returns you to the main page. 4. Click an account you wish to add to the new folder. The account screen appears. Figure 65. Folder > Accounts 5. In the Folder drop-down menu, select the folder where you ll place the account, e.g., Accounts ; then click the X button to close the account window. 39

40 Figure 66. All Passwords > Accounts 6. Select Accounts from the All Passwords drop-down menu. Figure 67. Accounts 7. Password Manager shows only the accounts that have been added to the folder. 8. Repeat the process for additional accounts you wish to add to the folder. Editing Passwords Password Manager lets you edit your passwords using both automatic and manual methods. Trend Micro recommends that you use the automatic method to edit your passwords. To automatically edit a Password: 1. Using Password Manager Web Management Portal, sign in to the chosen online account. 2. Using the password editor of the online account, modify the password. 3. Sign out of the online account then sign in again with the new credentials. This updates the password within the Password Manager for the specific online account. 40

41 Figure 68. Password Updated 4. Test the changed password by using Password Manager to sign back into the account. To manually edit a Password: Warning: Manually editing a Password Manager password without first changing it in the actual online account will make it unusable for signing into your account. That said, one reason you might want to manually edit a password beforehand would be to allow Password Manager to examine the new password s strength before you actually change it in your online account. 1. To manually edit a password, click the online account in the list that you want to modify. Figure 69. Password List 2. The edit page for the specific online account appears. 41

42 Figure 70. Edit Password 3. Change the value in the Password field to update your password; then click X [Exit]. Password Doctor Trend Micro Password Manager provides a Password Doctor to help you determine which of your passwords are weak; it also helps you to change them. To use Password Doctor: Figure 71. Open Password Doctor 1. Click Open Password Doctor below the icon for Unsafe Passwords. Password Doctor opens, presenting two summary panels: Improve your weak passwords and Use different passwords. After a few seconds, both panels open, listing the specific passwords that need changing. 42

43 Figure 72. Passwords That Need Improvement 2. Scroll down to a password that needs changing, then click View Details. In this case, Password Doctor shows the same password is being used for two different sites, providing an easy key for a hacker to get into both accounts. Figure 73. The Same Password Used for Two Accounts 3. Click Improve Now to log you into the account, so you can change your password. The page appears. Figure 74. Sign In to Account to Change Password 4. Click Sign In to sign into your account. 5. Once you re in your account, find the Settings page where you can change your password, change it, then sign out. 43

44 6. Sign in again manually with the new password. Password Manager updates your password for that account. Creating a Profile to Auto-Fill Online Forms Trend Micro Password Manager lets a user create a Profile that will help automatically fill online Forms. To Create a Profile: 1. Click the Form Filling icon in the Password Manager Web Management Portal. The Profile Information Form appears below the link. Figure 75. Form Filling 2. Click the Basic Information link to begin entering your details. A pop-up window appears. Figure 76. Basic Information 3. Enter the user Title, Name, Gender, Birthday, Company, and Job Title, then click X [Exit]. 4. Click the Phone and link to begin entering your details, a pop-up window appears. 44

45 Figure 77. Phone and 5. Enter the user various phone numbers, Fax, Address, and Website, then click X [Exit]. 6. Click the Mailing Address link to begin entering your details, a pop-up Window appears. Figure 78. Mailing Address 7. Enter the user Addresses, City/Town, State/Province, Zip/Postal Code, and country Location, then click X [Exit]. 8. Click the Credit Card link to begin entering your details. A pop-up window appears. 45

46 Figure 79. Credit Card 9. Enter your Credit Card Type, Name on card, Credit Card Number, Expiration Date, and Security Code, then click X [Exit]. 10. Password Manager automatically saves your entries. Test the auto-fill function by signing up for a new online account. Figure 80. Auto-Fill 11. When you enter data into form fields corresponding to the data in your Profile, a dropdown will appear saying, Click here to automatically fill in. Click the message to auto fill the field with the data stored in your Profile. 46

47 Creating Secure Notes Trend Micro Password Manager lets you store information securely in the form of Secure Notes. To create Secure Notes: 1. Log into the Password Manager Web Management Portal and click the Secure Notes icon. Figure 81. Secure Notes 2. Click + Add to Create a New Note. The New Note page appears. Figure 82. Name Your Note 3. In the Name your note Title field, type the title of your Secure Note. Select the Type your important information here field and begin entering your notes. 4. Click the Done button to save the new note. 47

48 Editing Settings Trend Micro Password Manager provides a variety of settings to control how Password Manager operates. Subscription Information To view and edit the Subscription Information: 1. Select Settings in the Password Manager Web Management Portal menu. The Subscription Information page appears by default. Figure 83. Settings 2. The Subscription Information section shows the Days Remaining in your subscription, the Account Address, the date when the subscription Expires, and a Renew Now button for you to purchase a renewal of your subscription. The Activation Code section lets you enter a new activation code to renew your subscription. Figure 84. Subscription Information Change Your Master Password To change your Master Password: 1. Select Settings in the Password Manager Web Management Portal menu; then click the Master Password tab in the main menu. 48

49 Figure 85. Settings Figure 86. Master Password 2. Click the Change your Master Password button to modify the Master Password. A dialog appears, asking you to Provide your current Master Password to Continue. Figure 87. Change Your Master Password 3. Enter the current Master Password and click Ok. The page to Create a New Master Password appears. Figure 88. Create a New Master Password 4. Enter the new preferred Master Password, Confirm Master Password, provide a Hint to help you to remember it when logging in, and click Ok. This resets the Master Password. (NOTE: The password must be at least 8 characters). 49

50 Data 5. Increase your security by checking Ask for my Master Password when my browser is inactive for [xx] minutes/hours. Use the drop-down menu to change the length of time the browser is inactive before you ll be asked to reenter your Master Password. Trend Micro Password Manager provides a set of Data Controls to automatically synchronize and back up your data to the cloud, export your credentials to a CSV file, import credentials from another Password Manager or LastPass account, and import passwords from your Web browser. To manage Data: 1. Select Settings in the Password Manager Web Management Portal menu, then click the Data tab from the menu. The Data screen appears. Figure 89. Data To export data from Password Manager: 1. First, Data lets you export your Password Manager data which includes passwords, signin credentials, and secure notes to a CSV file. The CSV file is stored in a compressed ZIP file when it is exported. Figure 90. Export 2. To begin the export, click the Export button; a Ready to Export All Your Passwords window appears. 50

51 Figure 91. Ready to Export All Your Passwords 3. Click Ok to begin the export (a download). When the export is complete, a page appears showing Export Complete. Figure 92. Export Complete To import data into Password Manager: 1. Transfer the exported CSV file to the device where you ll conduct the import and unzip it. Since you re using the Web portal to log in and out of accounts, this can also occur on the same device. 2. Load the Password Manager Web Management Portal again and log into the target Password Manager account. Figure 93. Settings 3. Select Settings in the Password Manager Web Management Portal menu, then click the Data link from the menu tab. 51

52 Figure 94. Import From Password Manager 4. Click Password Manager button. A page appears to Import Password Manager Data. Figure 95. Import Password Manager Data 5. Click Choose File to navigate to the location where the exported CSV file is stored. Figure 96. Choose File 6. Select the CSV file and click Choose button. The file is added to the Import window page. Figure 97. Import Password Manager Data 7. Click Ok button to begin the import process. When complete, a page appears and says Import Complete. 52

53 Figure 98. Import Complete To import data from other Software (LastPass): 1. To complete this option, you must have previously exported your credentials from LastPass to a CSV file and transferred it to the device where you ll conduct the import. Figure 99. Import > Other Programs 2. In the Data page, click Other Programs. The page Import LassPass File appears, where you can select LastPass from the drop-down menu. Figure 100. Import LastPass File 3. When the Import LassPass File page expands, click the Choose File button to navigate to the location where the LastPass exported CSV file is stored. 53

54 Figure 101. Import LastPass File Figure 102. Select LastPass CSV File 4. Select the LastPass exported CSV file and click the Choose button. The file is added to the Import LastPass File window. Figure 103. Import LastPass File 5. Click Ok button to begin the import process. When the import is complete, a page appears saying Import Complete. Figure 104. Import Complete 54

55 Exception List Password Manager allows you to add URLs to an Exception List, for two exceptions to its normal behavior: Never ask to save passwords Never ask to open in Secure Browser To add or edit the Exception List: Figure 105. Settings 1. Select Settings in the Password Manager Web Management Portal menu. Figure 106. Exception List 2. Click the Exception List tab from the main menu. The Exception List opens. 3. There are two sets of list in the Exception List page: Password Exception and Secure Browser Exception. 55

56 Figure 107. Password Exceptions Figure 108. Secure Browser Exceptions 4. For the Password Exception list click + Add and a pop-up page Add Website appear. Type in a website that you wish to exclude from password capturing, and click Ok. Figure 109. Add Website 5. For the Secure Browser Exception, open a web browser; go to a site that is recognized by the Secure Browser. A prompt appears to let you choose if you want the site to Open in Secure Browser or to add it to the exception list (Click Never for this site). You also have the option to click Not Now. 56

57 Other Figure 110. Open in Secure Browser 6. To confirm site is added in Secure Browser Exception list, go to Settings > Exception List. Trend Micro Password Manager has an Automatic Sign-In function that lets you always sign into websites without asking; it also provides automatic feedback to Trend Micro when logins fail because of complicated multi-layer logins, so Trend Micro can update its login rules. No personal data is shared. You can opt out of this feedback by changing the setting. To modify Auto Sign-in: 1. Select Settings in the Password Manager Web Management Portal menu. Figure 111. Other 2. Click the Other tab from the main menu. 3. By default, Automatic Sign In is unchecked. Check the checkbox Always sign into websites without asking to enable this feature. 57

58 To configure Feedback setting: 1. Select Other from the Settings menu. Figure 112. Feedback 2. This option is checked by default. If you do not wish to provide anonymous feedback, uncheck it. Signing Out of Your Trend Micro Account You can sign out of your Password Manager Trend Micro Account directly from your any submenu in the Web Management Portal (as well as from the browser plug-in). To Sign Out of Your Password Manager Trend Micro Account: 1. Click the Account drop-down the menu and select Sign Out. This signs you out of the account both in the Web Management Portal and in the Password Manager plug-in. Figure 113. Sign Out To use Password Manager again, you must sign in both in your Trend Micro Account (using your account credentials) and in the Password Manager plug-in (using your Master Password). 58

59 Chapter 6: Getting Started with Trend Micro Password Manager on ios This chapter explores Trend Micro Password Manager for ios, using an iphone 6 in the examples. Instructions for the ipad or ipod are identical. Topics discussed in this chapter include: Downloading and Installing Password Manager for ios and Create an Account Signing into Password Manager with Touch ID or the Master Password Adding a Password Password Generator Password Doctor Managing Passwords Form Filling Creating Secure Notes Safari Extension Settings 59

60 Download and Install Password Manager on ios, Create an Account, and Sign In To download and install Password Manager: 1. Tap the App Store app on your ios device and when it launches, search for Trend Micro Password Manager. Trend Micro Password Manager appears. 2. Tap Free to download and install the free version of Password Manager. The Install App or Cloud Download button appears (depending on your previous Trend Micro downloads). 3. Tap the download icon to begin the download. If you re not signed into the itunes store, you re prompted for your Apple ID password. 4. Enter your Apple ID password. Once you do, Password Manager downloads and installs. 5. Tap Open. Password Manager opens and the Get Started screen appears. Figure 114. App Store > Trend Micro Password Manager Figure 115. Sign in to itunes Store Figure 116. Open 60

61 6. Tap Get Started. The License Agreement appears. 7. Read the License Agreement by clicking the link. If you accept it, tap Accept. A screen to sign into your Trend Micro Account appears. 8. OPTION 1 If you already have a Trend Micro Account, enter your Address and Password and click Sign In. 9. OPTION 2 If you don t already have an account, click Create an account. 10. Enter the address you wish to use, your First and Last names, use the dropdown to select your Region, scroll down to create an account Password, confirm it, and click Create Account. Figure 117. Get Started Figure 119. Option 1: Sign In Figure 118. License Agreement Figure 120. Option 2: Create Account 61

62 BOTH OPTIONS 11. At this point, if you don t already have a Master Password (in both options), a screen appears for you to Create your Master Password. Tap Next to continue. 12. Enter your Master Password, Confirm Master Password, and provide a Master Password Hint, and click Create. The Master Password entry screen appears. 13. If you ve already set up Touch ID on your ios device, you re given the option to use it now. Figure 121. Option 2: Create Account Password Figure 122. Create Master Password Figure 123. Option 2: Creating Your Master Password Figure 124. Touch ID for Password Manager 62

63 14. Otherwise, manually enter your Master Password and click the Lock icon to unlock Password Manager. 15. When Password Manager is unlocked, tap the Tools icon to fan it open, so you can Search or manually Add passwords. Figure 125. Enter Master Password Figure 126. Add Your Password Now Adding a Password To add a Password: 1. Tap the Plus (+) icon in the opened Tools or the Secure Browser icon in the upper-right corner of the Password Manager screen. The Secure Browser opens. 2. Type the name of an account you wish to access; e.g., The sign-in page appears. Figure 127. Add Your Password Now > Tools Open Figure 128. Type URL Manually Add Passwords 63

64 3. Enter your username and password and tap Sign In. A popup appears, asking Save this password in Password Manager? 4. Tap Save to save the password. 5. The popup closes and a message appears at the bottom: Password Saved. 6. To test the login to the account, log out of it, then tap the Downarrow to close the browser. 7. Your new account is saved in Password Manager. 8. Tap the new account in the list. The Password Details screen appears. Figure 129. Signing Into an Account Figure 131. Signed Into Account Figure 130. Saving a Password in Password Manager Figure 132. Password Saved 64

65 9. To test it, tap Open Website and Sign in. Password Manager loads the Secure Browser and automatically signs you into your account. 10. Repeat this process for any accounts you wish to add. Figure 133. Open Website and Sign In Password Generator Password Manager s Password Generator helps you create strong passwords that are not easily cracked. You can use these strong passwords whenever you create a new online account, or when you wish to replace weak or repeated passwords. To generate a strong password: 1. Tap the Function menu in the upper-left corner of Password Manager. The Function menu appears. 2. Tap Password Generator in the More Tools section. Password Generator appears. Figure 134. Function Menu Figure 135. Password Generator 65

66 3. Pick the length of password you want by using the slider, then check the type of characters you that should appear in the password. Password Generator interactively chooses a new strong password for you. 4. Note that by toggling a character choice on and off you can generate new passwords. 5. When you have the password you want, tap Copy. This copies the password to the Clipboard. 6. When you create a new online account, paste it into the password field. 7. Sign out of the account, then sign back in, pasting it into the password field of the sign in screen. 8. Password Manager saves your ID and strong password for that account. Figure 136. Password Generator 66

67 Password Doctor Password Manager provides a Password Doctor to help you fix unsafe passwords, which it defines as weak (easily cracked) or reused passwords (the same password used across multiple accounts). You can use this in conjunction with Password Generator. Generate a number of strong passwords and save them in Secure Notes (see section below). Then as you use Password Doctor to change your accounts, apply the strong passwords to make the changes. To use Password Doctor: 1. Tap Password Doctor s wheel in the top center of the console. This opens the Password Doctor screen, divided into Weak and Reused lists. 2. Tap a password you wish to change; e.g., Netflix, in the Weak passwords list. A popup appears, describing the problem with the password. Figure 137. Password Doctor Figure 138. Weak Passwords Figure 139. Reused Passwords 67

68 3. Click Improve Now. A dialog appears for you to sign into your account. 4. Click OK. Password Manager automatically signs you into your account. Figure 140. Password is Too Short Figure 141. Sign In With 5. Once in the account, locate the account settings and change your password. 6. Log out of the account, then log back in. Password Manager updates your password for the account, replacing it with the stronger password. Figure 142. Netflix Home Screen Figure 143. Netflix Account Screen 68

69 Managing Passwords Password Manager lets you sort your list of passwords and create folders to organize them. To manage your Passwords: 1. Tap the Sort icon to sort your list of passwords by Customized, Recently Used, or Name ordering. Note: A Customized sort is created on your PC or Mac by clicking and dragging passwords into the order you want. 2. Tap a specific to open it for managing. 3. When the Password Details screen appears, tap the Folder panel. 4. Either Choose a Folder in which to put it, or tap Create a New Folder to create one. Figure 144. Customized, Recently Used, and Name Sorts Figure 145. Clicking a Password for Managing Figure 146. Save in a folder? Figure 147. Create a New Folder 69

70 5. Give the new folder a name; e.g., , and tap Done. The new folder is added to the Folder list. 6. Tap the folder to add the password to it. 7. The password is added to the folder. 8. Now, when you wish to filter your list, simply tap the drop-down All Passwords menu, tap , and the list of address in the folder are filtered out from the whole list. Figure 148. New Folder Figure 149. Tap Folder to place the Password in it Figure 150. Password Added to Folder Figure 151. Show the Folder Only 70

71 9. The passwords that are contained in the folder. Figure 152. Password(s) in the Folder Form Filling You can autofill web forms used for creating or entering online accounts by creating a profile according to specific criteria in Password Manager. Once created, Password Manager provides autofill popups for any form field that matches the specific profile field. To create a Profile: 1. Tap the Functions menu button. The Functions menu appears. 2. Tap Form Filling. The profile data panels appear. Figure 153. Functions Menu Figure 154. Form Filling 71

72 3. Tap the various ID panels in turn Basic Information, Phone and , Mailing Address, and Credit Card and fill out the forms. 4. Basic Information Title Given name Surname Gender Birthday Company Job Title 5. Phone and Default phone Home Phone Work Phone Cell Phone Fax Address Website 6. Mailing Address Address 1 & 2 City/Town State/Province Zip/Postal Code Location Figure 155. ID Panels Figure 157. Phone and Figure 156. Basic Information Figure 158. Mailing Address 72

73 7. Credit Card Select a Type Name on card Credit Card Number Expires (Mo/Yr) Security Code 8. When you enter data into websites requiring you to fill out forms, Password Manager helps you by automatically suggesting the stored data to fill out the forms. Figure 159. Credit Card 73

74 Creating Secure Notes Password Manager for iphone lets you create Secure Notes pertaining to your accounts. They can also be used for any data that you want to keep secure. To create a Secure Note: 1. Back in the Functions menu, tap Secure Notes. The Secure Notes page appears. 2. Tap the Tools icon, then the Plus (+) icon to add a Secure Note. 3. Name your note, then enter the note content and click Done. 4. The Secure Note is added to your list of notes. Figure 160. Secure Notes Figure 161. Add Secure Note Figure 162. Name Your Note Figure 163. New Secure Note 74

75 Safari Extension Password Manager provides its own secure browser, but the Safari Extension also enables you to use Password Manager to log into your accounts while using Safari. Note: The Safari extension in ios assumes you have already saved the specific account you wish to use into Password Manager before you use it with Safari. To use the Safari Extension: 1. Back in the Functions menu, tap Safari Extension. A popup appears, suggesting you Learn More about using Password Manager in Safari. 2. Tap Learn More. An instruction screen appears, launched in Safari, teaching you how to Set up the Safari Extension. 3. Scroll to the bottom to see all the instructions. Figure 164. Functions > Safari Extension Figure 165. Use Password Manager in Safari Figure 166. Set Up the Safari Extension Tutorial (1) Figure 167. Set Up the Safari Extension Tutorial (2) 75

76 4. Tap the Up-Arrow at the bottom of Safari to open the Widget Menu, and in the bottom row of widgets, scroll to the right. 5. Tap More to open the Activities screen. 6. At the bottom of the list, tap the Password Manager toggle to turn on the extension. 7. Drag the Password Manager extension to the top of the list, then click Done. Figure 168. More... Figure 169. Password Manager (Off) Figure 170. Password Manager On > Drag to Top Figure 171. Password Manager at Top 76

77 8. In Safari, type the URL of a website account you wish to sign in to (and that you know you have already entered in Password Manager; for example, The website opens. 9. Tap Sign In to sign into Netflix. The Sign In page appears. 10. Tap the Up Arrow in Safari to access the Safari Widgets. 11. Tap the Password Manager widget. Password Manager loads and provides either the Touch ID or Master Password entry screen for you to sign in to Password Manager. Figure 172. Safari > Netflix URL Figure 173. Sign In to Netflix Figure 174. Password Manager Widget Figure 175. Touch ID or Master Password 77

78 12. Once you re signed in, tap the account listing (i.e., Netflix) in Password Manager. You re automatically logged into your account. 13. ios asks you Would you like to save this password in your icloud Keychain for AutoFill on all your Devices? 14. Since you ve already saved your password in Password Manager, tap Never for This Website. 15. This completes the automatic sign in to your account using Password Manager with Safari. Figure 176. Tap Password in Password Manager Figure 177. ios icloud Keychain 78

79 Settings The Settings screen in the Password Manager Console lets you manage the settings for Password Manager on ios. To edit your Settings: 1. Tap the Function Menu button, then then Settings icon. The Settings page appears. 2. Scroll down the Settings page to manage your settings. ACCOUNT AND SUBSCRIPTION 3. Account. Shows you the account you re logged into. 4. Version. Shows if you have the Free or Premium version, along with expiry date. 5. Sign out. Tap Sign Out to sign out of your account. APPLICATION 6. Change Master Password. Allows you to change your Master Password. Figure 178. Function Menu Figure 180. Settings Page (1) Figure 179. Settings Figure 181. Change Master Password 79

80 7. Security Level. Switch your security level from Normal to High. 8. Unlock with Touch ID. Toggle On to use Touch ID to sign in to Password Manager. When Off, your Master Password is required. 9. Sync Data. Tap to do a manual sync to update your data. ABOUT AND HELP 10. About. Tap to view the Product Version and Third-Party License Information. 11. Help. Tap to load the Password Manager Support page. 12. Send Troubleshooting Logs to Trend Micro. Premium users can tap here to send logs to Trend Micro to assist in troubleshooting problems. 13. Help make Password Manager better. Toggle On to send anonymous data to Trend Micro to improve the product. Figure 182. Security Level Figure 183. Settings Page (2) Figure 184. About Figure 185. Help Password Manager Support 80