Packard bell TRUSTED PC User Manual

Trusted PC

User Guide

Version 1.0

Table of Contents

EMBASSY Trusted PC User Guide

TABLE OF CONTENTS.................................................................................... 1

LIST OF FIGURES.......................................................................................... 3

1 INTRODUCTION ........................................................................................4

Welcome ......................................................................................................................... 4

EMBASSY........................................................................................................................4

Assistant..........................................................................................................................4

Document Manager.......................................................................................................4

EMBASSY CSP...............................................................................................................4

Packing Slip....................................................................................................................5

2 INSTALLING EMBASSY TRUSTED PC....................................................... 6

System Requirements..................................................................................................6

Installing EMBASSY Hardware: STEP 1....................................................................7

Installing EMBASSY Software: STEP 2.....................................................................8

Installing EMBASSY Software (cont’d).......................................................................9

Installing EMBASSY Software (cont’d).....................................................................10

Installing EMBASSY Software (cont’d).....................................................................11

Installing EMBASSY Software (cont’d).....................................................................12

Installing EMBASSY Software (cont’d).....................................................................13

Installing EMBASSY Software (cont’d).....................................................................14

Installing the Trusted PC Software: STEP 3..........................................................15

Installing the Trusted PC Software (cont’d)............................................................16

Installing the Trusted PC Software (cont’d)............................................................17

Uninstalling the Trusted PC Software.....................................................................18

3 EMBASSY REGISTRATION .....................................................................19

Registration Overview.................................................................................................19

Required Information..................................................................................................19

What Happens With My Information?.......................................................................19

PINs and Passwords..................................................................................................19

4 USING EMBASSY TRUSTED PC .............................................................. 21

Overview........................................................................................................................21

5 USING ASSISTANT ................................................................................22

Overview........................................................................................................................22

Assistant Interfaces.....................................................................................................23

Getting Help..................................................................................................................23

Using Assistant the First -Time.................................................................................24

Form Fill.........................................................................................................................33

Settings..........................................................................................................................34

Profile .............................................................................................................................35

Wallet .............................................................................................................................36

Contacts ........................................................................................................................37

Favorites........................................................................................................................38

6 USING DOCUMENT MANAGER .............................................................. 39

Overview........................................................................................................................39

Using Document Manager the First -Time..............................................................40

Using Document Manager After the First -Time.....................................................41

File Shredder................................................................................................................42

7 USING EMBASSY CSP............................................................................43

Using EMBASSY CSP.................................................................................................43

EMBASSY Trusted PC User Guide

8 TROUBLESHOOTING/HELP ....................................................................45

Problems with the Installation and EMBASSY.......................................................45

Problems with Assistant............................................................................................47

Problems with Document Manager.........................................................................49

EMBASSY Manager.....................................................................................................50

EMBASSY Manager: Applets Tab..............................................................................52

EMBASSY Manager: Resources Tab.......................................................................53

EMBASSY Manager: Synchronize Tab.....................................................................54

EMBASSY Manager: Password Tab.........................................................................55

EMBASSY Manager: Register Tab............................................................................56

EMBASSY Manager: Diagnostic Tab........................................................................57

Customer Support.......................................................................................................57

9 GLOSSARY OF TERMS...........................................................................58

Glossary ........................................................................................................................58

10 LEGAL NOTICES ................................................................................... 62

Legal Notices ...............................................................................................................62

Federal Communications Commission (FCC) Notice........................................62

EMBASSY 2100 Smart Card Reader Warranty......................................................64

EMBASSY Trusted PC Privacy Policy.......................................................................66

End User Software License Agreement ..................................................................69

List of Figures

EMBASSY Trusted PC User Guide

LIST OF FIGURES

Figure 1: EMBASSY Software Installation.......................................................8

Figure 2: Choose Setup language ...................................................................8

Figure 3: EMBASSY Trusted PC Welcome .....................................................8

Figure 4: EMBASSY Trusted PC License Agreement .......................................9

Figure 5: EMBASSY Manager (Register tab).................................................10

Figure 6: Registering Message (LCD instructions) .......................................... 12

Figure 7: EMBASSY 2100 Smart Card Reader...............................................13

Figure 8: EMBASSY Manager (registration succeeded) ..................................14

Figure 9: Enter PIN Prompt ..........................................................................15

Figure 10: Trusted PC Components..............................................................15

Figure 11: Enter PIN Prompt........................................................................16

Figure 12: Setup Status ...............................................................................16

Figure 13: EMBASSY Trusted PC InstallShield Wizard Complete ...................17

Figure 14: Trusted PC Launch Pad...............................................................21

Figure 15: Trusted PC Launch Pad-Assistant................................................22

Figure 16: Trusted PC Launch Pad...............................................................23

Figure 17: Starting Assistant........................................................................24

Figure 18: Assistant First-Time Setup...........................................................24

Figure 19: Assistant First-Time Setup -- Question & Answer ...........................25

Figure 20: Assistant First-Time Setup -- Wizard guide....................................26

Figure 21: Assistant First-Time Setup -- Name & Address information .............26

Figure 22: Assistant First-Time Setup -- Edit Profile.......................................27

Figure 23: Assistant First-Time Setup -- Credit Card information into Wallet.....28

Figure 24: Assistant First-Time Setup -- Credit Card info ................................29

Figure 25: Assistant First-Time Setup -- Add another credit card?...................30

Figure 26: Assistant First-Time Setup -- Backup ...........................................30

Figure 27: Assistant First-Time Setup -- Backup progress ..............................31

Figure 28: Assistant First-Time Setup -- Success ..........................................31

Figure 29: Trusted PC Launch Pad...............................................................32

Figure 30: Assistant Form Fill......................................................................33

Figure 31: Settings -- Options Tab ...............................................................34

Figure 32: Profile Tab ..................................................................................35

Figure 33: Wallet Tab ..................................................................................36

Figure 34: Contacts Tab..............................................................................37

Figure 35: Favorites Tab ..............................................................................38

Figure 36: Trusted PC Launch Pad...............................................................39

Figure 37: Document Manager: enter PIN....................................................40

Figure 38: Empty Document Manager.........................................................40

Figure 39: Document Manager with File.......................................................41

Figure 40: Document Manager Message .....................................................41

Figure 41: File Shredder Warning Message ...................................................42

Figure 42: EMBASSY Manager Applets Tab ..................................................52

Figure 43: EMBASSY Manager Resources Tab .............................................53

Figure 44: EMBASSY Manager Synchronize Tab...........................................54

Figure 45: EMBASSY Manager Password Tab ...............................................55

Figure 46: EMBASSY Manager Register Tab .................................................56

Figure 47: EMBASSY Manager Diagnostic Tab .............................................57

1 Introduction

Welcome

Welcome to the Trusted PC developed by Wave Systems Corp. The Trusted PC is a set of applications consisting of Assistant and Document Manager running on the EMBASSY® 2100 Smart Card

Reader, a programmable platform to enhance your PC’s security.

EMBASSY Trusted PC User Guide

EMBASSY

Assistant

Document Manager

EMBASSY CSP

The EMBASSY (EMBedded Application Security SYstem) platform consists of your EMBASSY Smart Card Reader and associated software. This programmable hardware security subsystem hosts secure application processing and provides access to secure resources such as storage, time, cryptography, and key management. EMBASSY is the underlying technology that embeds security and trust in the

Trusted PC application.

Assistant is an application that provides a secure and convenient way to

manage your Internet experience. Assistant provides wallet functionality for web browsing. Its features include form fill capability, and the secure storage of URLs, credit card, personal and contact information, usernames, and passwords.

Document Manager is a tool that provides a secure and convenient way to manage your documents. Document Manager secures digital files locally using the EMBASSY Cryptographic Service Provider (CSP) technology.

Independent of the Trusted PC application, you can use the EMBASSY Cryptographic Service Provider (CSP) technology to encrypt and decrypt files, documents, or text with applications that are designed to use a CSP. For example, the EMBASSY CSP can be easily used with Microsoft Outlook for encrypting email.

Packing Slip

EMBASSY Trusted PC User Guide

The Trusted PC package contains:

• EMBASSY 2100 USB Smart Card Reader. This special USB device is essential for Trusted PC use.

• Trusted PC Smart Card. This Smart Card is essential for Trusted PC use.

• Trusted PC Quick Start Guide. Information to get you up and running quickly.

• Trusted PC User Guide (this document). A manual with basic information on installation and usage of the Trusted PC. For more detailed information, please refer to the Assistant online help.

Should you be missing any of these components, please contact Customer Support (see page 57).

EMBASSY Trusted PC User Guide

2 Installing EMBASSY Trusted PC

System Requirements

To use the Trusted PC, you will need the following minimum hardware:

Minimum Hardware Requirements

• PC with a microprocessor, 100 MHz or greater.

• VGA monitor or better, set to a minimum resolution of 800 x 600 and

256 colors, or better. A screen resolution of at least 1024 x 768 is recommended for the install process.

• Modem or network card for Internet connection.

• EMBASSY 2100 USB Smart Card Reader.

• Trusted PC Smart Card.

• Hard disk space available: 9.5 MB

• USB port available.

These are the minimum hardware requirements; you may see an improvement in performance if your PC exceeds these requirements.

Minimum Software Requirements

• Microsoft ® Windows® XP operating system.

• Microsoft Internet Explorer ® (version 6.0 or above). If you do not

have Internet Explorer, you may download it free-of-charge from the Microsoft website (www.microsoft.com).

• Internet Service. Connectivity may be obtained through any ISP (Internet Service Provider) via a dialup modem, DSL (digital subscriber line) modem, cable modem, etc.

• Adobe Acrobat Reader. This so ftware is required to be able to read the EMBASSY Online User Documentation. You may download the software free of charge from the Adobe website (http://www.acrobat.com/).

Installing EMBASSY Hardware: STEP 1

EMBASSY Trusted PC User Guide

Important:

Before starting the Trusted PC installation, please close all open programs on your PC.

To install the EMBASSY hardware: Plug the EMBASSY Smart Card Reader (SCR) into an available USB

port on your PC. The Smart Card Reader display flashes “EMBAS

Installing EMBASSY Software: STEP 2

EMBASSY Trusted PC User Guide

Go to “Start>All Programs>PC Tool Kit and Services” and click

“Trusted PC Install.”

1. The following message is displayed prompting you to continue. Click Yes.

Figure 1: EMBASSY Software Installation

2. Choose the setup language by selecting your option from the drop down box. Click OK.

Figure 2: Choose Setup language

3. A wizard is installed to guide you through the rest of the installation, and the EMBASSY Trusted PC welcome window is displayed. Click Next to continue.

Figure 3: EMBASSY Trusted PC Welcome

EMBASSY Trusted PC User Guide

Installing EMBASSY Software (cont’d)

4. The EMBASSY Trusted PC License Agreement is displayed. Please read the license agreement. In order to continue, the License Agreement must be accepted (the installation will stop if the License Agreement is not accepted). Click Yes to continue.

Figure 4: EMBASSY Trusted PC License Agreement

5. The Legal Notice screen appears. You must check all the boxes and click I Agree to proceed:

o I agree that Wave Systems may use passive

tracking mechanisms in the manner described in the Policy.

Because the servers used to provide portions of the

Services are located in the United States, we will need to transfer your personal information to the United States. The laws of certain countries require us to obtain your consent before we do so.

o I agree to the transfer of my personal information

to your servers located in the United States in order to process my request.

o I understand that sensitive information will be

transferred to your servers located in the United States to the extent I choose to use the Services in conjunction with the same and I hereby consent to such transfer in each instance.

6. The installation program checks for an Internet connection for the registration process (described later in this document—see page 19) and if there is none, prompts you to establish one. If prompted, establish an Internet connection to continue.

EMBASSY Trusted PC User Guide

Installing EMBASSY Software (cont’d)

7. To register your EMBASSY Smart Card Reader, the following EMBASSY Manager window is displayed (for more information, please see section 3 EMBASSY Registration):

Figure 5: EMBASSY Manager (Register tab)

Certain information must be input through the PC keyboard and other information through the EMBASSY SCR keypad. This information is identified within the installation program and also in the instructions below.

Important:

Enter your information into the EMBASSY Manager using your PC keyboard.

Installing EMBASSY Software (cont’d)

EMBASSY Trusted PC User Guide

Enter your Required Information: a) Country: select from among those listed in the drop-down list box.

Choose your Reset Password Question: b) Question: you must select a question in order to reset your

password, which you will be prompted to answer after registration (the following step). Select a question from the list of available questions in the drop-down list box. Please keep in mind that the answer will be input via the EMBASSY SCR keypad. The questions have only a numeric answer.

EMBASSY Trusted PC User Guide

Installing EMBASSY Software (cont’d)

Enter your Personal Information: c) Select the desired registration option:

• Required for Customer Support and Advanced Services

q First Name, Last Name, Address Line 1, City,

State/Province, Zip/Postal Code

q First Name, Last Name, Email Address

• Required for Customer Support Only:

q First Name, Last Name, Address Line 1, City,

State/Province, Zip/Postal Code

q First Name, Last Name, Email Address

• None

q No required personal information

Important:

Have your numeric password selected before clicking the Register button. You will have only 60 seconds to enter the answer to your password-reset question and only 60 seconds to enter your password.

8. Click Register.

9. As the following message indicates, please watch the LCD on your EMBASSY Smart Card Reader for the next set of instructions:

Figure 6: Registering Message (LCD instructions)

10. Registration may take a little while (this is normal). The EMBASSY Smart Card Reader will prompt you to answer the Rest Password Question you selected in the EMBASSY Manager screen. You will also be prompted to create and re-enter your password.

EMBASSY Trusted PC User Guide

[Clear] button

[Enter] button

USB connection

LCD displa y

Keypad

Installing EMBASSY Software (cont’d)

Figure 7: EMBASSY 2100 Smart Card Reader

Important:

Enter the following information using the keypad on your EMBASSY Smart Card Reader (EMBASSY device prompts are depicted below in brackets).

Enter the following Reset Password Information:

a) Answer (Please enter answer to question:). This is the answer

to your Reset Password Question selected from the EMBASSY Manager window. Use the keypad to type in your answer and then press [Enter].

b) Re-enter Answer (Please re-enter answer:). Re -enter the

answer to verify that there are no input errors and press [Enter].

Example

If you selected the password-reset question “Father’s Date of Birth?” and his birth date is June 26, 1940, you would enter 06261940.

Enter the following Required Information:

c) Password (Please enter new password:). Type your password

and press [Enter]. Passwords must be at least 6 digits long.

d) Re-enter Password (Please re-enter password:). Re -enter the

password to verify that there are no input errors and press

[Enter].

Example

Choose a number that you will easily remember for your EMBASSY password, such as your own birth date.

Installing EMBASSY Software (cont’d)

EMBASSY Trusted PC User Guide

11. The LCD on the EMBASSY Smart Card Reader displays the progress. Upon success, the following message is displayed on the PC:

Figure 8: EMBASSY Manager (registration succeeded)

12. Click OK.

Installing the Trusted PC Software: STEP 3

EMBASSY Trusted PC User Guide

1. Messages are displayed as the various components of the Trusted PC are installed. First, you are prompted to enter your PIN (Personal

Identification Number). Enter your PIN using the EMBASSY SCR keypad and press [Enter].

Important:

This PIN is the numeric password that you created during the registration process. We will use the terms “PIN” and “password” interchangeably.

Figure 9: Enter PIN Prompt

2. A message is displayed containing a brief description of the Assistant and Document Manager applications. Click Next to continue.

Figure 10: Trusted PC Components

EMBASSY Trusted PC User Guide

Installing the Trusted PC Software (cont’d)

3. You are prompted to enter your PIN again. Enter your PIN using the EMBASSY SCR keypad and press [Enter].

Figure 11: Enter PIN Prompt

4. Please wait for Trusted PC Setup:

Figure 12: Setup Status

EMBASSY Trusted PC User Guide

Installing the Trusted PC Software (cont’d)

5. The EMBASSY Trusted PC InstallShield Wizard Complete screen is displayed. Click Finish to complete the Trusted PC installation:

Figure 13: EMBASSY Trusted PC InstallShield Wizard Complete

ËË The Trusted PC is now installed and ready for your use. ËË

Important:

Trusted PC has been installed under your current user account. Trusted PC is only accessible from this user account.

Do not install Trusted PC under another user account before uninstalling it from your current account. (See “Uninstalling the Trusted PC software”).

Uninstalling the Trusted PC Software

EMBASSY Trusted PC User Guide

To remove the Trusted PC from your computer:

1. Select Start > Control Panel.

2. Select the Add or Remove Programs option.

3. Remove Trusted PC:

a) Highlight Trusted PC to select it. b) Click the Change/Remove button. c) A wizard guides you through the process; follow the onscreen

instructions. You will be prompted to confirm the deletion.

Important:

You are about to remove all components of Trusted PC! If you continue the following items will be deleted:

- Files encrypted with Document Manager

- All information saved in Assistant

- Use of the EMBASSY CSP with other applications

During this process you may be asked to enter your EMBASSY PIN. Please watch your Smart Card Reader LCD for prompts.

NOTE: Uninstalling Trusted PC requires an Internet connection.

3 EMBASSY Registration

Registration Overview

Registration is a simple, one-time process that is completed during the software installation. The registration process connects to the EMBASSY server through the Internet and establishes an association for installing applets. Registering with personal information also provides the ability for you to receive technical support. Registration is a required process in order to use your Trusted PC software.

After completing the required fields on the online registration form and clicking “Register”, you will continue the registration process by:

EMBASSY Trusted PC User Guide

Required Information

What Happens With My Information?

PINs and Passwords

1. Creating your EMBASSY password (PIN), that will be used when you install and uninstall EMBASSY applets.

2. Providing an answer to a pre-selected question that enables you to reset your EMBASSY password (PIN).

The following entries are required for registration: Country, EMBASSY password, and Password Reset Question and Answer.

While personal information is optional, registering with personal information enables you to receive technical support and periodic information about EMBASSY and the Trusted PC. If you supply personal information, choose the option “For Customer Support and Advanced Services,” if you wish to receive periodic updates. Alternatively, choose the option “For Customer Support Only,” if you wish your information to only be used for customer support purposes.

Any personal information that you provide during registration is secure and only used for the purposes you agree to. (See page 66).

The numeric password that you create during the registration process is also known as a Personal Identification Number (PIN). It never leaves the security of the EMBASSY system. We will use the terms “PIN” and “password” interchangeably.

In addition to the EMBASSY PIN you have created, the Assistant and Document Manager applications also require PINs for their secure functions. It is your responsibility to remember what you have set as a

EMBASSY Trusted PC User Guide

password or PIN. While you may choose to set the PINs to be the same as your EMBASSY password, it is your responsibility to keep track of them. (The EMBASSY and Assistant applications both have functions that enable you to reset the password/PIN if you forget them.)

EMBASSY Trusted PC User Guide

4 Using EMBASSY Trusted PC

Overview

To start the EMBASSY Trusted PC double click on the Trusted PC icon, found on the Windows desktop or go to: Start>All Programs>EMBASSY>TrustedPC.

The EMBASSY Trusted PC Launch Pad runs on the desktop. It is a compact window that can be moved easily around the screen. The Launch Pad can be kept open while other programs are running. It is ready to assist in storing and accessing information. The Launch Pad consists of the following:

• Assistant. Use this application to easily and securely manage your online data.

• Packard Bell. Link to Packard Bell’s website.

• File Shredder. Use this application to completely remove files from

your PC.

• Document Manager. Use this applica tion to encrypt and decrypt files.

• Wave Systems. Link to Wave System’s website for more information on EMBASSY and the Trusted PC.

Figure 14: Trusted PC Launch Pad

5 Using Assistant

Overview

Assistant is an application that provides for secure data storage and

access. Its features include a variety of web companion functions that simplify everyday use of the Internet. Together, these tools will enable you to get to your favorite URLs quickly so that you can shop and manage your finances with security and convenience. The Assistant features include:

• Home Mode. You are in "Home Mode" when you run Assistant from the PC where you originally installed the software. In "Home Mode", your Smart Card is used for backup purposes and is not required to run Assistant. You must backup your data to your Smart Card to have updated data for "Guest Mode".

EMBASSY Trusted PC User Guide

• Guest Mode. You are in "Guest Mode" when you use your Smart Card at another PC that has Assistant installed. In "Guest Mode", your data is read from the Smart Card. While the data on the Smart Card is read only, you can save new information that is good only for your Guest Mode session.

• Form Fill. Quick, click -and-fill online form completion. The Form Filler retrieves applicable profile information when making purchases online.

• Settings. Administrative functions (options, backup, security, and startup). This includes the feature to back up your Assistant data to the Trusted PC Smart Card.

• Profile. Name and address information.

• Wallet. Credit card information.

• Contacts. Individual email addresses, telephone numbers, and

other information about your contacts.

• Favorites. Securely store favorite URLs with their associated User IDs and passwords.

Smart Card Presence

Form Fill Settings Profile Wallet Contacts

Home or Guest Mode

Figure 15: Trusted PC Launch Pad-Assistant

Assistant Interfaces

EMBASSY Trusted PC User Guide

• The System Tray icon, located at the bottom of the Windows toolbar, can be used to start the Launch Pad, perform certain administrative functions, login or logout of Assistant, open the Form Filler, start the online help, obtain information about Assistant, and exit Assistant.

• The Launch Pad runs on the desktop. It is a compact window that can be moved easily around the screen. When your Smart Card is inserted and the application is running, the Launch Pad view is the best presentation for all normal uses of Assistant. The Launch Pad can be kept open and is ready to assist in storing and accessing information.

Getting Help

Figure 16: Trusted PC Launch Pad

For more detailed information about how to use Assistant, please refer to the Assistant online help. To access the Assistant online help, click the ? button. The online help is structured with a table of contents and an index. You can also search for a particular topic and you can print individual topics.

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