MobileSafe Account Manager v2.2
for the Palm Computing(R) Platform

Handmark Inc.
 www.handmark.com
  

MobileSafe Account Manager™ version 2.2
Copyright © 2000 Handmark Inc.
All Rights Reserved

Tip - If you need assistance downloading, unzipping, or installing MobileSafe or any other 3rd-party Palm software? Visit our software installation wizard at www.nearlymobile.com.

Tip - If you like MobileSafe then beam it to other Palm OS users! Using the standard Palm beam functionality, MobileSafe will beam the unregistered version to a friend without beaming any of your data.


1.  MobileSafe Overview
        Features
        Limitations

2.  Using MobileSafe
        Logging In
        Account List View
        Creating an account
        Viewing an account
           Note View
        Editing an account
        Deleting an account
        Changing the Password
        Setting Preferences
        Restoring your backup database
        Importing and Exporting data to/from Memo Pad

2.  Using MobileSafe-PC
        Getting Started
        Logging In
        Account List - Main Screen
        Account Edit Screen
        AcctMgr-PC "Behind the Scenes"

4.  Purchasing MobileSafe

5.  License, Distribution, and Disclaimers

6.  Company Information
 

Overview

On a daily basis, how many login ID's, passwords, pin numbers, and account numbers do you recall from memory?  With MobileSafe Account Manager from Handmark, remember just one password for instant access to vital information on all your accounts including credit cards, checking and savings accounts, ATM cards, mutual funds, stock accounts, loan accounts, login ID's, email ID's, and much more.   Finally, an easy and secure means of tracking your passwords, pin numbers, account numbers, phone numbers, URL's, expiration dates, and notes for each of your accounts.  MobileSafe Account Manager is compatible with Palm devices using PalmOS 2.0 or newer. For a complete compatability list, see the MobileSafe product page on the Handmark web site.

Features

  • SAFER algorithm data encryption to Palm database.
  • Drop-down labels allow you to select from thousands of label combinations to best suit the specific account information.
  • Export or Import MobileSafe records to/from the built-in Memo Pad.
  • Protect your information with the MobileSafe password security feature.
  • One-tap locking using the Lock icon to quickly lock the MobileSafe application.
  • Auto timeout feature automatically locks the MobileSafe application after a specified period of time.
  • Flag private records for added security using the built-in Palm OS security.
  • Account templates allow you to quickly enter account information.
  • Familiar navigation similar to MobileSafe Address for short learning curve.
  • Create freeform notes for each account record.
  • Categorize your accounts by business, personal, rental, or define your own.
  • Cut, Copy, Paste, Undo, and Sort MobileSafe records.
  • Field expansion feature allows you to display all data in a field on one screen.
  • Address book-like "Find" feature.
  • View or edit your MobileSafe data on your PC using MobileSafe-PC.

Limitations

  • 200 character maximum for each account field.
  • 250 character maximum for the note field.
  • Must make an entry in the first field of the account.
  • Sorts only after the database is installed on the Palm OS device.
  • MobileSafe-PC must use MobileSafe Account Manager (for Palm OS) backup database.

Using MobileSafe Account Manager

Logging In

To begin using Handmark MobileSafe Account Manager, simply tap the Account Manager icon on your application screen. Enter your product serial number on the serial number screen and you're ready to build your accounts. Until you purchase a product serial number, you can only use MobileSafe Account Manager for 30 days.

When you first launch MobileSafe Account Manager, the Account List View appears.

Once you have created a password in MobileSafe, you will be asked to enter your password each time you launch MobileSafe.  The password entry field displays boxes for each character entered in order to hide the password.  Once you enter your password, tap OK.  If the correct password is entered the account list appears.  If an incorrect password is entered, an error message appears and you have another chance to enter the correct password. Tap Keyboard to use the Palm OS keyboard to enter the password.

If at any time you want to turn off the password feature, simply change the password to a 'blank' password.  Please see the change password section for more information.


Account List View

The Account List View is the 'home base' view of MobileSafe.  You'll notice that the look-and-feel is similar to the address list view of the built-in Address Book.  Accounts are listed in alphabetical order by the first field of the account.

In the account list view, tap New to create a new account then select an account to view or edit by tapping on the account name on the list.  Select a category on the Category drop-down list, similar to other Palm OS applications.  The number of records in the selected category is also displayed. To change the password,  tap Change Password on the Options menu. 

If you have a password set, tap the lock icon to return the application to the log-in screen.


Creating an Account

  1. On the Account List View tap New. 
  2. Select an account template on the Select Type screen.  Tap on the account template that you want to use or tap None to create a custom account template.   Once you select an account template the corresponding Edit Account screen is displayed.
  3. (optional) Tap the label name drop-down list to change label names for each field. 
  4. Enter the information for each field using Graffiti or the built-in Palm OS keyboard.
  5. Press the up arrows to the right of each field to expand that field to the entire page, then press Done to return to the edit form.
  6. Tap a category on the Category drop-down list at the top-right to assign a category to the current record. Tap Edit Categories on the Category drop-down list to edit the list of categories, or create a new category.
  7. Tap to check Private checkbox to identify the account as private.  This allows you to use the built-in Palm OS security feature and hide the record until the Palm OS security password is entered.
  8. Tap Done. The Account List View is displayed.

Viewing an Account

  1. To view an account, simply tap the account name on the Account List View.  The View Account screen appears and displays the account information. 
  2. Tap anywhere on the view form (except a button) and the edit form appears. 
  3. Tap Done when finished viewing the account. The Account List View appears.

Note View

On View Account screen, the last field with several lines is the note.  To expand the note to the entire screen, press the up arrow associated with the note line. Tap Done to return to the account view screen. 

Editing an account

  1. On the Account List View tap an account. The Account View screen appears.
  2. Tap Edit.  The Edit Account screen appears with the account information displayed.
  3. Tap the label name drop-down list to change label names for each field. 
  4. Enter new information for each field using Graffiti or the built-in Palm OS keyboard. Use the Cut, Copy, Paste, Undo, or Keyboard functions on the Edit menu to help enter the new data in each field.
  5. Tap the up arrows to the right of each field to expand that field to the entire page.  Press Done to return to the edit form.
  6. Tap a category on the Category drop-down list at the top-right to assign a category to the current record. Tap Edit Categories on the Category drop-down list to edit the list of categories, or create a new category.
  7. Tap to check Private checkbox to identify the account as private.  This allows you to use the built-in Palm OS security feature and hide the record until the Palm OS security password is entered.
  8. Tap Done. The Account List View is displayed.

 

Deleting an Account

To delete an account record, simply tap Delete on the Edit Form.   Confirm that you want to delete the current account by tapping Yes when the Delete dialog box appears.

Changing the Password

Once you create a password in MobileSafe, you are prompted to enter the password each time you launch MobileSafe.  If at any time you want to "turn off" the password feature, simply change the password to a 'blank' password and you will not be prompted again.

To change the password:

  1. Tap the menu icon, then tap Change Password on the Options menu. The Password Change dialog box appears.
  2. Enter the original password in the Old Password line, if one exists.  The password entry field displays boxes for each character entered in order to hide the password.  If no password exists, leave the Old Password line blank.
  3. Enter the new password in New Password line. If you don't want to use a password, leave both entry fields blank.
  4. Enter the new password again in the Confirmation line.
  5. Tap OK.
     

Setting Preferences

  1. Tap the menu icon, then tap Preferences on the Options menu. The Preferences dialog box appears.
  2. To set the time out feature, tap on the number of inactive seconds that you would like the MobileSafe application to go back to the login screen.  Make sure that this amount is less than the Palm OS timeout time set in the Palm OS preferences application.
     

Restoring Your Backup Database

Install the backup AcctMgrDB.pdb database onto the PalmOS device using the Palm installation tool.  The database can be installed before, after, or simultaneously with the MobileSafe application.  It is recommended that you rename the database on the PC every so often to keep extra backup versions of the database.

Exporting Data to Memo Pad

You can export a category of records to the built-in Palm OS Memo Pad at any time. Simply tap Exprt Category to Memo on the Options menu. This creates a memo with the title "Mobile AM Export" and each line contains the label and data element in a tab deleimted format. Please note that this information is not secure once it has been exported to Memo Pad.

Importing Data From Memo Pad

First, create a memo with the title "Mobile AM Import:" on the Palm OS device or in a memo editing application on the PC. Then, enter your data in the format below separated by tabs. The easiest way to ensure that you are using the correct format to import your data is to export some records and change the "Export:" to "Import:" in the title of the record then change the data in each of data element lines.

Mobile AM Import:

<blank line>

Label1:<tab>Data1

Label2:<tab>Data2

Label3:<tab>Data3

Label4:<tab>Data4

Label5:<tab>Data5

Label6:<tab>Data6

Note:<tab>NoteData

<blank line>

Mobile AM Next record:

Label1:<tab>Data1

Label2:<tab>Data2

Label3:<tab>Data3

Label4:<tab>Data4

Label5:<tab>Data5

Label6:<tab>Data6

Note:<tab>NoteData

 

Using MobileSafe-PC

Getting Started

If you have not already installed the MobileSafe package on your PC then you will need to run the "Setup.exe" file in the MobileSafe directory.

MobileSafe-PC requires the use of your backup database from MobileSafe Account Manager (for the Palm) version 2.0 or newer before it will function properly. Therefore, you must have completed the following for MobileSafe-PC to function correctly.

1. Installed MobileSafe Account Manager on your Palm OS device.
2. Launced MobileSafe Account Manager on the Palm OS device in order to create a database.
3. Hot Synced to your PC to create a backup of the Mobile Safe Account Manager database on the PC.

Logging In

When you first start up MobileSafe-PC, a standard log in dialog box is displayed. Select the user for the account manager data. This also defines to which user the database will be installed when pressing the "install changes" button. Enter the MobileSafe password. If no database was set, leave the entry field blank. Click OK. The main account list screen appears.

If you are unable to login, check for your backup account manager database (acctmgrdb.pdb file) in the c:\palm\<username>\backups directory. If this file is not there, check "custom" hotsync dialog on your PC and ensure that the "System" variable is set to "handheld overwrites desktop". Then hot sync again.

Account List - Main Screen

Using MobileSafe-PC is similar to the Palm OS version. The account list allows you to select an acount to edit or delete. Click New to create a new account. Once you finish adding or editing accounts, click Install Changes, then use the Hot Sync application to transfer the new data to the Palm OS device.

Account Edit Screen

To edit your account, simply select an account off the account list and click Edit. Once you finish adding or editing accounts, click Install Changes, then use the Hot Sync application to transfer the new data to the Palm OS device.


Acct Mgr-PC "Behind the Scenes"

By Default, MobileSafe-PC is set up to edit your backup Palm MobileSafe database. When you click Install Changes it sets the new database to be installed over the old database on the Palm. Each time you install a new database, a copy of the database is saved in the c:\palm\<username>\backups directory just in case you need to retreive a previous version.

Once in the application, save the database with a different name or location by using the "Save as" feature. Similarly, you can open a previously saved database.



 
Purchasing MobileSafe Account Manager
Handmark has released the demo version of MobileSafe for general distribution.  The demo version enables full MobileSafe functionality for 30 days. Users can purchase a serial number from the Handmark web site and enter the serial number into MobileSafe to "unlock" it. A MobileSafe serial number code can be purchased for $14.99 online from the MobileSafe product page or see the Purchasing/Registering section of the Handmark web site for more purchasing options.



Handmark Company Information
Handmark develops consumer software for the exploding handheld computer market. Handmark was created to meet an untapped opportunity for professionally packaged and supported Palm OS® software in the retail channel. The company is led by an experienced management team that has successfully developed and marketed numerous best-selling consumer PC software titles worldwide. Handmark software is compatible with the popular Palm® and Handspring® handheld computers as well as other licensees of the Palm OS including new devices from Sony®. The desktop component of Palmspring applications is compatible with both Apple® Macintosh® and Microsoft® Windows® personal computers. Please see the Handmark web site for more information.

Check out these great Palm OS titles from Handmark at the Handmark web site.

GamePak - Automatically download new crossword puzzles every day, play 10 different solitare games or choose from 5 different casino games!

MobileDB - View and edit any database, table, or spreadsheet data on your Palm. MobileDB also includes a free PC version of the software to create and access MobileDB databases on your PC.

Student Assistant - Give this great Student Assistant CD as a gift to any Palm-using student. This CD contains the full version of Four.Zero.

 

Software License Agreement

PLEASE READ THIS LICENSE CAREFULLY BEFORE USING HANDMARK SOFTWARE. BY USING THE HANDMARK SOFTWARE, YOU AGREE TO BECOME BOUND BY THE TERMS OF THIS LICENSE IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE, DO NOT USE THE HANDMARK SOFTWARE.

The Handmark software ("Software") provided along with this License, is licensed, not sold, to you by Handmark Software Incorporated ("Handmark") for use only under the terms of this License, and Handmark reserves any rights not expressly granted to you. You own the media on which the Software is recorded, but Handmark and its licensors retain ownership of the Software itself.

1. License. This License allows you to:

(a) Use one copy of the Software on a single computer at a time To "use" the Software means that the Software is either loaded in the temporary memory of a computer or installed on the permanent memory of a computer. You may install the Software on a common storage device which is accessible by multiple computers, provided that if more computers have access to the common storage device than the number of licensed copies of the Software, you must have some software mechanism which locks-out any concurrent users in excess of the number of licensed copies of the Software and additional license is not needed for the one copy of Software installed on the common storage device accessed by multiple computers)
(b) Make one copy of the Software in machine readable form solely for backup purposes. Additionally, only so long as the Software is installed only on the permanent memory of a single desktop computer which is not accessible by multiple computers and that single desktop computer is used by one user for at least 80% of the time the computer is in use, that same user may also make a copy of the Software to use on a portable or home computer which is primarily used by such user As an express condition of this License, you must reproduce on each copy any copyright notice or other proprietary notice that is on the original copy supplied by Handmark
(c) Permanently transfer all your rights under this License to another party by providing to such party all copies of the Software licensed under this License together with a copy of this License and the accompanying written materials, provided that the other party reads and agrees to accept the terms and conditions of this License

2. Restrictions. The Software contains trade secrets in its human perceivable form and, to protect them, you may not REVERSE ENGINEER, DECOMPILE, DISASSEMBLE OR OTHERWISE REDUCE THE SOFTWARE TO ANY HUMAN PERCEIVABLE FORM YOU MAY NOT MODIFY, ADAPT, TRANSLATE, RENT, LEASE, LOAN OR CREATE DERIVATIVE WORKS BASED UPON THE SOFTWARE OR ANY PART THEREOF

3. Termination. This License is effective until terminated This License will terminate immediately without notice from Handmark or judicial resolution if you fail to comply with any provision of this License Upon such termination you must destroy the Software, all accompanying written materials and all copies thereof, and Sections 5, 6 and 7 will survive any termination

4. Limited Warranty. Handmark warrants for a period of ninety (90) days from your date of purchase that the Software as provided by Handmark will substantially conform to Handmark's published specifications for the Software Handmark's entire liability and your sole and exclusive remedy for any breach of the foregoing limited warranty will be, at Handmark's option, replacement of the media (if any), refund of the purchase price (based on fair market value of the Software) or repair or replacement of the Software. THIS LIMITED WARRANTY IS THE ONLY WARRANTY PROVIDED BY HANDMARK AND HANDMARK AND ITS LICENSORS EXPRESSLY DISCLAIM ALL OTHER WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH REGARD TO THE SOFTWARE AND ACCOMPANYING WRITTEN MATERIALS. BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF IMPLIED WARRANTIES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.

5. Limitation of Remedies and Damages. IN NO EVENT WILL HANDMARK OR ANY OF THE LICENSORS, DIRECTORS, OFFICERS, EMPLOYEES OR AFFILIATES OF ANY OF THE FOREGOING BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, INCIDENTAL, INDIRECT OR SPECIAL DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION AND THE LIKE), WHETHER FORESEEABLE OR UNFORESEEABLE, ARISING OUT OF THE USE OF OR INABILITY TO USE THE SOFTWARE OR ACCOMPANYING WRITTEN MATERIALS, REGARDLESS OF THE BASIS OF THE CLAIM AND EVEN IF HANDMARK OR A HANDMARK REPRESENTATIVE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. Handmark's liability to you for direct damages for any cause whatsoever, and regardless of the form of the action, will be limited to the greater of $500 or the money paid for the Software (based on fair market value of the Software) that caused the damages. THIS LIMITATION WILL NOT APPLY IN CASE OF PERSONAL INJURY ONLY WHERE AND TO THE EXTENT THAT APPLICABLE LAW REQUIRES SUCH LIABILITY BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CON-SEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.

6. General. This License will be construed under the laws of the State of Missouri, except for that body of law dealing with conflicts of law If any provision of this License shall be held by a court of competent jurisdiction to be contrary to law, that provision will be enforced to the maximum extent permissible, and the remaining provisions of this License will remain n full force and effect If you are a U S Government user then the Software is provided with "RESTRICTED RIGHTS" as set forth in subparagraphs (c) (l) and( 2) of the Commercial Computer Software Restricted Rights clause at FAR52227-19 o sub paragraph (c) (1) (ii) of the Rights in Technical Data and Computer Software clause at DFARS 52 277-7013, as applicable Manufacturer Handmark, Incorporated 105 East 5th Street, Suite 201, Kansas City, MO 64106.

MobileSafe Serial Number
One MobileSafe serial number may only be used by a single user on one Palm Computing(R) Platform device. A new serial number is required for each Palm Computing Platform device. Evaluation Version

Evaluation and Registration
This is not free software. Subject to the terms below, you arehereby licensed to use this software for evaluation purposes for 30 days only. If you use this software after the 30 day evaluation period a license fee of $14.99 is required. Licenses are available through the Handmark web site at www.handmark.com. When payment is received you will be sent a serial number which can be entered into the MobileSafe application form.

Unregistered use of MobileSafe after the 30-day evaluation period is in violation of U.S. and international copyright laws.

Distribution
You are hereby licensed to make as many copies of the this software and documentation as you wish; give exact copies of the original evaluation version to anyone; and distribute the evaluation version of the software and documentation in its unmodified form via electronic means. There is no charge for any of the above. You are specifically prohibited from charging, or requesting donations, for any such copies, however made; and from distributing the software and/or documentation with other products (commercial or otherwise) without prior written permission.

Send comments and requests about this information to info@handmark.com or visit the Handmark web site at: http://www.handmark.com/