Unipass Secur Client. User Guide v1.2

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Unipass Securemail

Client

User Guide v1.2

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Page 2 of 17 Data Classification: Public

What is it?

The Unipass Securemail client, also referred to as the Unipass Securemail plug-in or Unipass Securemail desktop software, is a fully plug-integrated plug-plug-in for Outlook and Windows Live Mail. It allows the sending and opening of encrypted emails using your existing email software. It can be downloaded from the

Unipass Securemail website and it is freely available to financial services users in the Unipass community.

A version of Securemail software is also freely available to consumers - including policy holders and the clients of financial advisers - from Trend Micro

(http://www.trendmicro.co.uk).

Technical requirements.

The minimal technical requirements are as follows: Compatible Operating Systems

Windows XP Home Edition 32-bit with SP3

Professional Edition 32-bit with SP3 Windows Vista Home Basic 32- or 64-bit with SP2

Home Premium 32- or 64-bit with SP2 Business 32- or 64-bit with SP2

Ultimate 32- or 64-bit with SP2 Windows 7 Home Basic 32- or 64-bit

Home Premium 32- or 64-bit Ultimate 32- or 64-bit

CPU and Memory Intel Pentium 800 MHz or better

256MB memory required, 512MB recommended Required Disk Space 50MB available for installation

Supported email clients Microsoft Outlook 2002, 2003, 2007, 2010, 2013 (32-bit only)

Microsoft Windows Live Mail 2009, 2011 Supported browsers for use of

Unipass certificates

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How to install

1 - Download the installer

On the Unipass home page (www.unipass.co.uk), click the ‘I want to use

Unipass Securemail’ button.

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Please refer to the step by step guide on how to apply for a Unipass Identity that is located in the ‘Support’ section of the Unipass website.

If you already have a Unipass Identity, simply log in to ‘My Account’ and

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2 - Install the plug-in software

Click the ‘Save file’ button (in Firefox) or ‘Run’ button (in Internet Explorer).

Next, double click to open the downloaded Securemail.exe installer file, accept the licence agreement, and click Next to install the software.

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3 - Protect your email address

Once the plug-in is installed, click ‘Next’ to protect your email address.

Enter the email address you will use to send and open encrypted emails, and click ‘Next’. Again, the ‘Next’ button will only become active once the email fields have been populated

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You will be prompted to authenticate using your Unipass certificate or your Unipass Username / Password / PIN (UPP).

Once you have successfully authenticated...

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Opening and sending encrypted emails.

Once the Securemail plug-in is installed, a new tool bar will appear in Outlook or Windows Mail.

Use the Send Private button to send a secure email immediately, or the Make

Private button if you're working on an email and you want to make sure that you

send it securely when it's finished.

Opening or sending an encrypted email will launch a web page asking you to authenticate either with a valid Unipass certificate or using your Unipass Username / Password / PIN (UPP) credential).

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Forgotten your Unipass Username / Password / PIN

(UPP) details?

If you have forgotten your UPP login details, you can request a reminder of your username and / or have a password / PIN reset link sent on to you using the ‘Forgotten your details’ link on the UPP login screen.

The reminder process relies on the personal card details that you set up as part of your Unipass Identity application. If you do not remember these details, you will need to call the Unipass Helpdesk on 0871 22 12345 in order to have the reset link sent on to you.

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Access by users who cannot / don’t have a Unipass

certificate

Users from Non-UK, Trustee and Other organisations will only be able to

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Document Revision

Revision Date Author Amendments

1.0 01/08/2014 UIdP Project Team

Approved version for go live of UIdP service

Updated to include OTP functionality