for Windows PCs and Windows Mobile
`Pocket PCs and Smartphones
`
`Ilium Software
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`eWallet: Users Guide and Reference: Version 5.0
`Ilium Software
`
`Published
`
`Copyright © 1997–2007 Ilium Software, Inc.
`
`Ilium Software eWallet, SyncPro and Ilium Software are registered trademarks and PassBuilder is a trademark of Ilium Software, Inc.
`Third-party product and brand names may be trademarks or registered trademarks of their respective owners.
`
`This software is based in part on the work of the Independent JPEG Group.
`
`The trademarks MasterCard, VISA, American Express, Discover, Optima, Switch, Diner’s Club, Carte Blanche, EuroCheque, Maestro,
`Sprint, Mobil, Marriott, Casio, Yahoo and eBay are each the property of their respective owners. In addition, some graphic images
`contained within the eWallet application and the sample wallet files may resemble trademarked symbols. These trademarks are the
`property of their respective owners and the appearance of these trademarks in eWallet does not constitute an endorsement of eWallet
`or Ilium Software. Furthermore, all images distributed with eWallet are for personal use only.
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`Table of Contents
`
`1. eWallet Overview ...................................................................................................... 1
`1.1. Welcome to eWallet!
`....................................................................................... 1
`1.2. Supported Platforms ....................................................................................... 1
`1.3. How to Use this Document .............................................................................. 1
`2. Getting Started with eWallet ........................................................................................ 3
`2.1. Viewing Information ....................................................................................... 3
`2.2. Adding your Own Cards .................................................................................. 6
`2.3. Changing and Deleting Cards ............................................................................ 6
`2.4. Adding, Changing and Deleting Categories ........................................................... 7
`2.5. Nested Categories ........................................................................................... 8
`2.6. Protecting your Information .............................................................................. 9
`2.7. Selecting a Password ..................................................................................... 10
`2.8. Getting Started Summary ............................................................................... 10
`3. Using eWallet ......................................................................................................... 12
`3.1. eWallet Files ................................................................................................ 12
`3.2. eWallet Categories ........................................................................................ 14
`3.3. eWallet Cards .............................................................................................. 14
`3.3.1. Card Types ....................................................................................... 15
`3.3.2. Custom Templates .............................................................................. 17
`3.3.3. Card Properties .................................................................................. 17
`3.3.4. Graphics and Sounds .......................................................................... 18
`3.3.5. Icons ............................................................................................... 19
`3.4. Exiting eWallet ............................................................................................ 20
`4. eWallet Security ...................................................................................................... 21
`5. PassBuilder ............................................................................................................ 23
`5.1. Using PassBuilder ......................................................................................... 23
`5.2. PassBuilder Options ...................................................................................... 23
`5.2.1. Password Length ................................................................................ 23
`5.2.2. Allowed Characters ............................................................................. 23
`5.2.3. Memory Aid ...................................................................................... 23
`5.2.4. Notes .............................................................................................. 24
`6. Synchronization ...................................................................................................... 25
`6.1. SyncPro Synchronization ................................................................................ 25
`6.1.1. Synchronization Setup ......................................................................... 25
`6.1.2. Notes .............................................................................................. 27
`6.2. Adding Sync Locations .................................................................................. 27
`6.2.1. Hints & Tips ..................................................................................... 28
`6.3. FilesAnywhere Synchronization ....................................................................... 29
`6.4. SyncPro Options .......................................................................................... 29
`6.5. ActiveSync File Synchronization ...................................................................... 30
`7. More eWallet Features ............................................................................................. 31
`A. eWallet 30 Day Trial
`............................................................................................... 32
`B. Customer and Technical Support ............................................................................... 33
`
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`eWallet
`
`B.1. How to Contact Ilium Software ....................................................................... 33
`Index ...................................................................................................................... 34
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`Chapter 1. eWallet Overview
`1.1. Welcome to eWallet!
`Welcome to Ilium Software eWallet ®, the award-winning way to safely and conveniently store your
`important, confidential information on your Windows PC, and your Windows Mobile-based Pocket PC or
`Smartphone.
`
`This manual contains complete documentation about all the features and functions of Ilium Software
`eWallet on a Pocket PC and Smartphone, as well as a Windows (desktop, laptop, or ultra-mobile) PC.
`
`You can also find step-by-step instructions for using many of eWallet’s features in the eWallet Companion.
`You can open the eWallet Companion from the Help menu in the Windows PC version of eWallet.
`
`It’s easiest to use this manual with your Pocket PC or Smartphone running eWallet, so that you can try out
`features as you read.
`
`Thank you for your interest in eWallet.
`1.2. Supported Platforms
`
`eWallet is supported on the following Windows platforms:
`
`• Windows PC running Windows XP or Windows Vista (including UMPC)
`
`• Windows Mobile 6 Classic, Standard and Professional
`
`• Windows Mobile 5.0 Pocket PC
`
`• Windows Mobile 5.0 Smartphone
`
`• Windows Mobile-based Pocket PC (and Pocket PC Phone Edition) 2003 Second Edition
`
`• Windows Mobile-based Smartphone 2003 Second Edition
`
`• Windows Mobile-based Pocket PC (and Pocket PC Phone Edition) 2003
`
`1.3. How to Use this Document
`
`You can either read through this document, or use it as a reference by looking up the particular features that
`you want in the Table of Contents. The section Getting Started with eWallet, contains the basics of using
`eWallet.
`
`Protecting Your Cards contains the most important information about how to be sure that your cards are
`protected with eWallet’s strong encryption.
`
`Using eWallet contains detailed information in reference form about all of the features and functions of
`eWallet.
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`eWallet Overview
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`If you’d like step-by-step instructions for using many of eWallet’s features on a Pocket PC, please try the eWallet
`Companion. The eWallet Companion is available from the Help menu in the Windows PC version of
`eWallet.
`
`Most of the information in this document applies to eWallet on Windows Mobile-based Pocket PCs and
`Smartphones, as well as Windows PCs. Only some of the interface specifics are different. Any of eWallet’s
`features and functions can be used on any of the 3 platforms. To keep the Smartphone version as small as
`possible, there are some settings that need to be configured on the Windows PC version and then
`synchronized to your Smartphone. For consistency, most screen shots show Pocket PC screens, but there
`typically are parallel screens on your Windows PC and Smartphone.
`
`Ilium Software, the makers of eWallet, are committed to providing both high-quality software and excellent
`technical support.
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`Chapter 2. Getting Started with
`eWallet
`
`eWallet is an electronic wallet for your most important personal information (credit cards, calling cards,
`passwords, PINs, account numbers and more). Like in your real wallet, eWallet keeps your information in
`cards. You can have several related pieces of information on a card. For example, on a password card, you
`might have a username, a password and a URL. You can also personalize any card with icons, colors and
`graphics, to help you quickly and easily identify each one.
`
`To help keep your cards organized, eWallet puts each card in a category. Any wallet file can have as many
`categories as you want, and you can put any kind of card in any category. In addition, categories can be
`nested so you can have categories within categories. Like you do with files in folders on your Windows
`desktop PC, you can organize your eWallet cards and categories however makes the most sense to you, and
`change how you have them organized as you need to.
`
`You can also have as many wallet files as you want, and keep different information in each one. For
`example, you might want to have a personal wallet file for your own cards, but an office wallet file that you
`share with an assistant or other members of your team. You can duplicate cards between the files as
`appropriate. For example, you might want your business credit card listed in both of your wallet files for
`extra convenience.
`
`You should protect your wallet file with a password. With a password protected wallet you must enter the
`wallet's password before you can see the information on any of the cards in that wallet. We recommend that
`you password-protect all of the wallets in which you keep important personal information.
`
`You can also choose to have a wallet that does not use a password. The sample wallet that came with
`eWallet does not have a password set yet. Anyone can open a wallet that does not use a password. We
`strongly recommend that you set a password for any wallet that contains personal information.
`
`More detailed information about passwords, wallet files, categories and cards will be found in the sections
`below.
`2.1. Viewing Information
`
`When you start eWallet for the first time, you’ll be using a wallet file with sample cards (My Wallet),
`containing examples of categories and cards. Look through this to see a few of the kinds of cards you can
`create and the kinds of information you can put in each one.
`
`You’ll first see 3 sample categories. On the Pocket PC, expand one or more by touching the + in front of
`each one. On the Smartphone, expand the categories by selecting one using the 5-way navigation pad, and
`then press the center of the pad to expand the category. Pressing the center of the pad again will collapse the
`category.
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`Getting Started with eWallet
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`On a Windows PC, you’ll see large icons in addition to the list.
`
`On a Windows Mobile device, you can select either List View (shown earlier) or Icon View (shown below)
`using the Icon View or List View choices under Menu.
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`Getting Started with eWallet
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`Look at any card by tapping or clicking its name or icon.
`
`You can look quickly at all the cards without returning to the list or icon view using the 5-way navigation
`pad on your Pocket PC and Smartphone or the arrow keys on your Windows PC.
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`Getting Started with eWallet
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`When you’re ready to add your own information, you can either add your new categories and cards to the
`“My Wallet” and delete our samples, or create a whole new wallet file and add your information to it.
`If you decide to add your own information to My Wallet we strongly suggest that you set a password first
`to ensure that your information is protected.
`2.2. Adding your Own Cards
`
`Add new cards on your Windows Mobile device by selecting a category and then selecting New and then
`Cardfrom the Menu soft key or the New Card tool button (or New Card from the edit menu) on a
`Windows PC.
`
`You’ll need to have a category or a card selected to make these options available. The new card will be put
`into the active category.
`
`When adding a new card, you’ll be prompted for the type of card, then for the specific information for that
`card. Use the tabs (on the bottom of the Card Properties window on a Pocket PC, and on the top on a
`Windows PC) to change the various kinds of card information. You can add any kind of card in any
`category.
`
`You can create new cards and add information on your Smartphone as well. To change the other settings,
`make changes to the card on the Windows PC version of eWallet and then synchronize the changes to your
`Smartphone. (See Synchronization for more information.)
`2.3. Changing and Deleting Cards
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`Use the Card Properties window to change a card.
`
`On a Pocket PC, you can either tap the card face while the card is showing, or Tap + Hold your stylus on
`the name of the card or its icon, then choose Properties from the menu that appears.
`
`On a Smartphone, select or view the card you want to change and then select Properties from the Menu
`soft key.
`
`On a Windows PC, double-click the card or choose the Properties tool button or Properties from the Edit
`menu when a card is selected.
`
`Delete cards on your Pocket PC by choosing Delete from the menu that appears when you Tap + Hold
`your stylus on a card name or icon. Delete a card on the Smartphone by selecting the card in the list of cards
`and then selecting Delete from the Menu soft key. Delete cards on a Windows PC by choosing the Delete
`tool button or Delete from the Edit menu when a card name or icon is selected.
`2.4. Adding, Changing and Deleting Categories
`
`Just like with cards, it’s easy to add, delete and change your eWallet categories.
`
`To add a category on your Windows Mobile device, select New and then Category from the Menu soft key
`when you’re in List View or Icon View looking at Category Icons, or the New Category tool button or
`menu on your Windows PC.
`
`To change a category on any Windows Mobile device, select the category and then select Properties from
`the Menu soft key. To delete a category on your Pocket PC, Tap+Hold on the category name or icon and
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`Getting Started with eWallet
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`choose Delete from the menu. To delete a category on your Smartphone, select the category and then
`choose Delete from the Menu soft key. Deleting a category deletes any cards contained in that category as
`well.
`
`On a Windows PC, change a category by choosing the Properties tool button or edit menu when a
`category is selected. Similarly, choose the Delete tool or menu on a selected category to delete it.
`
`When adding or changing a category, you’ll see the Category Properties window:
`
`Like with cards, you can change the name of a category and the icon associated with it. Default Card
`Type lets you select what will be the initial type selected when you create a new card in that category. You
`can always change the card type, and you’re not required to have only cards of the same type in any
`category. This pick just controls the initial setting for new cards. You can pick any of eWallet’s available card
`types from the list
`2.5. Nested Categories
`
`eWallet allows you to further refine your card organization with nested categories. Similar to the way folders
`can contain other folders on your PC, categories can contain other categories, or subcategories. The
`example below shows two subcategories, Business and Personal, under the Credit Cards Category. The
`Business and Personal subcategories would allow you to keep all your credit cards in one place (Credit
`Cards) and also separate them in a way that's useful to you.
`
`To create a subcategory on your Windows PC, right-mouse click on an existing category and select New
`Subcategory. The new subcategory you create will be nested under the category you clicked on.
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`To make an existing category a subcategory on your Windows PC or Pocket PC, simply drag the category
`you want until it touches another category; the category you dragged becomes a subcategory of the category
`it landed on.
`
`To make an existing category a subcategory on your Smartphone, make the changes in eWallet on your
`Windows PC and then synchronize those changes to your Smartphone.
`
`To create a subcategory on your Windows Mobile device, select the category that you want to place the
`subcategory in and select New and then Subcategory from the Menu soft key. The new subcategory will be
`nested under the category you selected.
`2.6. Protecting your Information
`
`Anytime you open a password protected wallet, eWallet will ask you for the password. Until the correct
`password is provided, eWallet will not display any of the wallet’s contents.
`
`Once opened, your wallet remains unlocked until:
`
`•
`
`•
`
`•
`
`you close eWallet on your Windows PC
`
`you lock the wallet file by selecting the Lock soft key on your Windows Mobile device or clicking the
`lock icon on your Windows PC.
`
`eWallet automatically locks your wallet file if you’ve chosen to have it do so. (See below for information
`about how to do this.)
`
`Important
`
`We recommend always locking your wallet file when you’re not actively using it.
`
`You can also choose to create a wallet without a password. This is useful for storing non-confidential
`information that you want easy access to. For instance, contacts, family pictures, clothing sizes, and
`emergency phone numbers are all information you might want to put into a wallet that does not require a
`password.
`The sample My Wallet file that you’re looking at is a wallet that does not require a password. Anyone can
`open and view this wallet. This is helpful for the display of this sample information but we strongly recommend
`setting a password for this wallet before you enter your own information.
`
`To change the password of any wallet file, or to set a password for a wallet that is not using one, choose
`Change Password from the Menu soft key on Windows Mobile device, or Change Password from the
`Options menu on a Windows PC. You’ll be asked for the original password any time you try to change the
`password for a password protected wallet.
`
`Important
`
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`Getting Started with eWallet
`
`Be sure to set a password on the My Wallet file, or create your own new wallet file with
`your own password, before entering any of your own confidential information.
`
`To set eWallet to automatically lock any wallet file whenever you’re not using it, choose Security from the
`Menu soft key on your Windows Mobile device or Security from the Options menu on a Windows PC.
`From there, you can select timeout locking and other security features. Read more about these options in
`eWallet Security.
`2.7. Selecting a Password
`
`Choose a password that's easy for you to remember but would be hard for anyone else to guess. It is best
`(most secure) to choose a password that is at least eight characters long and contains at least one
`non-alphanumeric character. One convenient way to do this is to choose two unrelated words and separate
`them with a dash, asterisk or other non-alphanumeric. For example, "clock-kitten" would be a reasonable
`password.
`
`You can optionally set a password hint when you set or change your password. The hint you use should be
`something that will remind you of your password, but will not give your password away to someone other
`than yourself.
`
`On the Smartphone, if you are using all alphabetical characters for your password, you can select the Use
`alpha entry option in the password screen. Setting this option will automatically put the Smartphone in
`“abc” mode. To manually switch modes between “abc” and “123” and possible other input modes, press
`and hold the * key.
`
`Please note that if you forget a password for a password protected wallet, you will not be able to access any
`of the information in eWallet. Choose your passwords carefully. Remember that passwords are case-sensitive — if
`your password is not being accepted, check that your Caps-Lock is not on.
`2.8. Getting Started Summary
`
`At this point, you should know:
`
`•
`
`•
`
`•
`
`•
`
`•
`
`the difference between cards and categories in eWallet
`
`how to create and change a new eWallet card
`
`how to protect the information in your eWallet files
`
`the difference between eWallet’s List View and Icon View on a Pocket PC and Smartphone
`
`how to use Tap + Hold menus in eWallet on a Pocket PC
`
`The rest of this document contains more detail about all the eWallet features, functions and options
`available. You can read through them, just use them for reference, or just read the sections you’re interested
`in.
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`Getting Started with eWallet
`
`You’re now ready to begin using eWallet with your own information. You can either decide first how you
`want to organize your information, or just start creating cards. You’ll be able to move them any time
`between categories using cut and paste on your Windows PC or Pocket PC. For your Smartphone, you can
`easily make changes on your Windows PC and then synchronize those changes to your Smartphone.
`It’s also up to you whether you want to keep using the My Wallet file by deleting each card in it and
`adding your own, or just create your own wallet file. Again, you can always change your decisions later.
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`Chapter 3. Using eWallet
`
`While using eWallet, keep in mind that some options may be unavailable or work differently depending on
`what kind of object (card, category, etc.) you have selected or are viewing. On a Pocket PC, remember to
`Tap + Hold your stylus on any object’s name or icon to see the available actions on that object or right
`click when using your Windows PC.
`3.1. eWallet Files
`
`Files are the topmost level of information used by eWallet. In eWallet, we call these files wallets. Just like
`any other file on your Pocket PC, Smartphone or Windows PC, files are completely separate from each
`other. You can have as many eWallet files as you want, each with different kinds of information. For
`example, you might have one wallet file for work, and one for personal information. Or you might have one
`file dedicated only to internet passwords.
`
`On Windows Mobile devices and your Windows PC, files are assigned an extension. This is a three letter
`indicator following a period at the end of the file name that tells the computer what program the file is
`associated with. eWallet files end in wlt. Your device may or may not be configured to display this
`extension.
`
`If you ever lose track of your wallet files doing a Search on your Windows PC for:
`*.wlt
`
`will typically find every wallet file on your computer.
`
`To view the wallet files on your Windows Mobile device, select Show Files from the Menu soft key. This
`will bring you to the file list screen. On a Windows PC you can access and view your files in the same
`fashion that you view any other file on your computer.
`
`On a Pocket PC, you can copy, delete, rename, move or email eWallet files from the menu on the file list
`screen. On your Smartphone, you can delete wallets or create new wallets from the file list screen. On a
`Windows PC, you can also copy, delete, rename, move or send eWallet files using File Explorer.
`
`On your Windows Mobile device there are two different file lists. The first list is called All Folders (or All
`Wallets on your Smartphone) and shows all the wallets that eWallet can find on your device, including
`wallets that are set to synchronize with your Windows PC. The second list is called SyncPro Wallets and
`only shows the wallets that are set to synchronize with your Windows PC.
`
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`Using eWallet
`
`To switch between the lists on your Pocket PC tap All Folders or SyncPro Wallets and select the other list
`from the menu. On a Smartphone, select All Wallets or SyncPro Wallets from the Menu soft key to view
`the other list.
`
`There are two ways to create new wallets on your Windows Mobile device. You can create a new wallet
`from the file list screen by selecting the New button (on Pocket PC) or New Wallet button (on Windows
`Mobile Smartphone). You can also create a new wallet while viewing another wallet by selecting New and
`then Wallet from the Menu soft key on your Windows Mobile device.
`
`To create a new wallet on your Windows PC, select New Wallet from the File.
`
`Password protected wallets have one password and you’ll be asked for a password when you first create the
`file. You’ll need the password to view the contents of a password protected wallet, as well as to change the
`password for a password protected wallet.
`
`You can copy or move cards between eWallet files using your system clipboard (Copy/Paste or Cut/Paste).
`
`If you’d like to share a wallet in a workgroup environment, your wallet files can be placed in a directory on
`your network. The first person that opens the wallet can write to the file, everyone else will have read-only
`access. Alternatively, you can have individual users synchronize from the central wallet to a local wallet on
`their computer.
`
`See Also:
`
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`Using eWallet
`
`Synchronization
`
`eWallet Security
`
`3.2. eWallet Categories
`
`eWallet uses Categories to organize its information. You can have as many categories as you want in any
`wallet, but must have at least one. All cards must be in categories.
`
`Use categories to organize your cards any way that makes sense to you. You can have any kind of card in
`any category, and as many or few cards as you want in any category. You can also have as many categories as
`you want in any wallet file.
`
`Each category has the following properties:
`
`• Name: the name of the category
`
`•
`
`Icon: the icon representing the category
`
`• Default Card Type: this lets you select what will be the initial type selected when you create a new card
`in that category. You can always make new cards of any type, and you don’t need to have only cards of
`the same in any category. This pick just controls the initial setting for new cards. You can pick any of
`eWallet’s available card types from the list.
`
`You can change any properties of any category at any time. Categories can be nested to further organize
`your personal and business information.
`
`See Also:
`
`eWallet Security
`
`3.3. eWallet Cards
`
`eWallet stores your information in cards. Think of cards just like cards in a real wallet. You’ll usually have
`several pieces of related information on a card. For example, on a password card, you might have a
`username, a password and a URL. You can also personalize any card with icons, colors and graphics, to help you
`quickly and easily identify each one.
`
`Each card must be in a category inside your wallet, but any category can have any kinds of cards. Organize
`your cards however makes the most sense to you.
`
`You can change any properties of any card at any time on your Windows PC and Pocket PC, and move
`cards between categories using drag and drop or your system clipboard (cut / copy / paste). Edit, delete,
`rename, cut or copy cards by selecting the appropriate action from the Tap + Hold menu on your
`Pocket PC, or the menu bar or tool button when a card is selected.
`
`Many of these features exist on the Smartphone as well but others require that you make changes to your
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`Using eWallet
`
`wallet in the Windows PC version of eWallet and then synchronize those changes to your Smartphone.
`
`3.3.1. Card Types
`
`eWallet provides 31 different kinds of cards for you to choose from (listed below).
`
`Each card has fields and labels appropriate for the kind of information generally kept on that card type. For
`example, a credit card form will ask you for:
`
`•
`
`•
`
`•
`
`•
`
`•
`
`the card provider
`
`the card type, number and expiration date
`
`the name on the card
`
`your Personal Information Number (PIN)
`
`the customer service telephone number
`
`But you can always enter any kind of information in any field on any card.
`
`You’ll notice the Fields area is broken up into two sections: the Card Face Fields section and the Details
`Pane Fields section. The Card Face Fields typically contain the items you would see on the physical card
`itself (card number, expiration date, etc.) while the Details Pane Fields can be used for the additional
`information that goes with the card such as a URL, username and password. You can enter the information
`in whatever format is most convenient for you. On a Windows PC or Pocket PC you can enter any
`additional information you might want in the Notes area of any card.
`
`For a Smartphone, you can edit all the fields but cannot enter information into the Notes area, however,
`notes added on your Windows PC and synchronized to your device will display on your Smartphone.
`
`Each card type has a default icon associated with it, but you can change the icon to anything you prefer. Use
`the Settings tab on Card Properties on your Windows PC or Pocket PC to do this. To change icons on
`your Smartphone, make the changes to the wallet in eWallet on the Windows PC and then synchronize
`those changes to your Smartphone.
`
`The following card types are provided in eWallet:
`
`• Bank Account - Account numbers for your financial accounts
`
`• Calling Card - Telephone calling cards, with access numbers and PINs
`
`• Car Info - Information found on your vehicle registration, plus insurance
`
`• Cellular Phone – Store your critical mobile phone information
`
`• Clothes Sizes - For you, and for the people you buy clothes for
`
`• Combination Lock – The combination for any locks or lockers you may have
`
`15
`
`Apple Ex. 1006, p. 20
` Apple v. Fintiv
`IPR2020-00019
`
`

`

`Using eWallet
`
`• Contact - Names and phone numbers for personal contacts
`
`• Contact Lens Prescription - Prescription information for contact lenses, in case you need to replace
`them when away from home
`
`• Credit Card - Credit card numbers and info, including PINs
`
`• Driver's License – You can also use this card for medical and other licenses
`
`• Email Account – System URLs, names and passwords for your email accounts
`
`• Emergency Numbers – Fire, ambulance, police and other emergency telephone numbers
`
`• General Purpose – 6 fields and labels that you can customize
`
`• Health Numbers – Insurance, Hospital, prescription, group numbers, etc.
`
`•
`
`•
`
`•
`
`ID Card – National ID Card or other general purpose ID Card
`
`Insurance Policy - Auto, Life, Home and other policies, with the number to call for claims
`
`Internet Settings – System URLs, names and passwords for your ISP accounts
`
`• Lens Prescription – Prescription information for eyeglasses in case you need to replace them when
`away from ho