User Guide

DataVault Password Manager for iPhone & iPad

Table of Contents

Overview Table of Contents

Ascendo DataVault stores confidential information related to credit cards, bank accounts, logins, memberships, etc. in a secure format. DataVault uses Advanced Encryption Standard (AES), widely regarded as the most powerful technology to protect data on mobile devices.

Each item you store in DataVault comprises an item name, icon, notes and up to ten additional pieces of information. For example, a credit card item may include fields such as credit card type, number, expiration date, security code, issuing bank, web site address, username, password as well as notes from a recent discussion with customer service. You can change the labels associated with each field to personalize the item's format.

Items can be grouped into categories and types so you can organize them in an intuitive way. For example, you might use categories such as Business and Personal and types such Credit Cards, Bank Accounts and Logins. This would allow you to store a company American Express Card with other work-related items and a personal Visa Card along with logins for web sites you use at home. DataVault provides a set of default categories and types but you can add as many as you like and move items from one to another.

Templates are used in DataVault to help you enter items quickly and in a consistent manner. You can select a template when you add an item and DataVault will automatically fill the field labels and select the item icon. For maximum flexibility, templates are independent of categories and types. This allows you to use a "Mastercard" template with any category or type. By default, DataVault provides twenty-five templates but you can add as many as you like.

The DataVault user interface has been optimized for use with mobile devices while remaining consistent with familiar desktop environments. Items can be displayed in a list or folders similar to desktop file managers. List view includes an alphabetical index to jump to items starting with a particular letter. Tree view displays items organized in folders by category and type.

For users with large numbers of items, searching on a string of characters may be quicker than navigating through a list or tree. DataVault offers the ability to customize search to include field labels and notes or take into account case sensitivity.

Numerous security features allow you to personalize how DataVault protects your data. You can enable Auto-Lock to require a log in after an inactivity delay. If there is a failed log in attempt, you can set up a Security Alert to send an email with the location of your device. DataVault also provides field masking, a master password hint and a customizable password generator to help you keep your information safe.

DataVault does more than just store information, it allows you to use it in helpful ways. Tapping on a telephone number will initiate an call. You can tap on an email address to compose a message. If you store a web site address in DataVault, tapping on the URL will launch Safari and go to the page. DataVault supports the iOS clipboard and multitasking to facilitate logging into web sites.

Mobile devices aren't the only place you need to use confidential information. DataVault for iPhone & iPad can be synchronized with DataVault for Mac, DataVault for Windows and DataVault for Android (sold separately). DataVault desktops give you the ability to enter information using a full-sized keyboard and keep it in sync with iOS and Android devices. DataVault provides several synchronization methods so you can chose the one that best fits your needs.

The following sections contain detailed descriptions of how to use these and other features included in Ascendo DataVault for iPhone, iPad & iTouch.

Quick Start Table of Contents

When you start Ascendo DataVault for the first time, you will be prompted to create a master password. Enter your choice twice and tap on the Save button in the upper right corner of the screen.

After you enter you master password, DataVault will display sample items, categories and types in a tree formation. To open and close branches in the tree, tap on the folder icons. To collapse or expand all levels in the tree, tap on the icon to the right of the toolbar. Tap on the buttons in the center of the toolbar to switch between tree and list view.

To create an item, tap on the Plus button ("+") on the toolbar. DataVault will display an item entry form, see iPhone screen shot below. Tapping on the Template button will display a list of pre-defined forms for bank accounts, credit cards, logins, etc. Selecting a template will automatically display the default icon and field labels. You can tap on any element of an item to change its contents. When you are finished, tap on the Save button in the navigation bar or tap on the Back button to cancel your modifications.

To edit an item, select it from tree or list view and tap on the Edit button in the navigation bar. You can tap on any element of an item to change its contents. When editing a field, a Generate button will appear in the navigation bar. Tapping the button will start the password generator. Select a password to close the screen and copy it to the item field.

To search for an item, go to tree or list view, tap on the magnifying glass and start typing characters. Only items containing the search string will be displayed. Alternatively, you can use the alphabetical index along the right side of the list view to find an item.

Tapping on the Options button on the right of the navigation bar will display a list of tools. Categories, types and templates can be modified from the options menu. Several security and display settings are also available.
The paid version of DataVault for iPhone, iPad & iPod Touch can synchronize with the DataVault Desktop over a WiFi connection. To initiate synchronization, start DataVault Desktop and select OTA Sync from the File menu. Then start DataVault on your iPhone and select Options > Synchronize.

Security Settings 

Master Password Table of Contents

When you start DataVault for the first time, you will be prompted to select a master password. The password can contain letters, numbers and punctuation marks. You will be required to enter the master password twice to insure that you don't inadvertently save a mistaken master password. Tap on the Done button in the Navigation Bar to save your master password.

On subsequent startups, you will be prompted to login into DataVault, see screen shot below. Tap on Unmask if you want to see your password in clear text. Tap on the 123 to display a numeric keyboard or ABC to display the alphanumeric keyboard.

You can configure DataVault to use Touch ID instead of enterring your master password. See section below on Touch ID for more information.

If you plan to synchronize DataVault, you must choose the same password on all devices.

Password Hint Table of Contents

You can set up a password hint that will allow you to retrieve your master password in case you forget it by answering a security question.

To create or edit a password hint, click on the Tool Box icon in the Navigation Bar. You must enter a hint question and hint response. Examples of hint questions could be; "What is your mother's maiden name?", "Who was your favorite pet?", "Favorite teacher's name?"

Lost Password Table of Contents

Your master password is required to encrypt and decrypt information stored in DataVault. If you lose your master password, there is no way to access your data through any other means as this would constitute a serious security breach. If you forget your master password, there are several ways you may be able to retrieve it.

The first is to tap on the Unmask button in the navigation bar of the login screen to show the password you are typing in plain text. Master passwords are case sensitive so make sure the uppercase key is used correctly. Also check that similar characters such as the number zero and the letter O haven't been inverted.

The second is to click on the Hint button and answer question to retrieve your master password. This will only work if you set up a hint question after a previously successful login.

If these options do not work, you can reset the database by entering the wrong password repeatedly until you have exceeding the maximum number of login attempts. This will erase all your data so only do it as a last choice. When you restart DataVault you will be asked to select a new master password.

You can restore your data if you made a backup or switched Automatic Backup on in Settings > Backup & Restore.

Maximum Login Attempts Table of Contents

To protect your data if your device falls into the wrong hands, DataVault provides a setting for Maximum Login Attempts. After exceeding the maximum login attempts, then information stored in DataVault will be erased.

To set Maximum Login Attempts, tap on the Tools & Settings icon on the home screen and select Security Settings to display the screen below.

Auto-Lock Table of Contents

Auto-Lock (previously Security Timeout) will log you out of DataVault after a user-defined inactivity period. This provides an added level of safety in case you forget to quit DataVault.

Auto-Lock is in effect when you switch applications. For example, if you tap on a URL stored in DataVault to open a web site in Safari, you can switch back to DataVault without logging in as long as the Auto-Lock delay has not been exceeded. This can be useful to cut and paste passwords when using DataVault to log in to web sites.

Lock on Exit Table of Contents

If you enable Lock on Exit, DataVault will require login every time you switch to another application, whether or not the Auto-Lock inactivity duration has expired.

Touch ID Table of Contents

Once you create a master password, you can configure DataVault to log in with Touch ID. UsingTouch ID with DataVault is available on iPhone 5S, iPhone 6, iPhone 6 Plus, iPad Air 2, and iPad Mini 3 running iOS8 and above. To display Touch ID settings in DataVault, you must create a Fingerprint login, see iOS Settings > Touch ID & Passcode.

To enable Touch ID login for DataVault, tap on the Tools & Settings icon on the home screen, tap on Security Settings then turn on the switch next to Touch ID. An additional setting, Require Password is displayed below the Touch ID switch.

Require Password determines how often DataVault will prompt you for your master password when Touch ID is enabled. There are several reasons for this. First, requiring your master password at specific intervals provides two-factor authentification. Second, using Touch ID after quitting DataVault makes it necessary to store a copy of your master password to the iOS Keychain. While the iOS Keychain offers a high level of protection, storing the master password anywhere on the device is less secure than not storing it at all. We believe you deserve the choice so DataVault gives you options.

If you set Require Password to Once per Session you must enter your master password when you start DataVault for the first time. As long as DataVault is visible in the task switcher, Touch ID will be used for subsequent logins. Your password won't be stored anywhere on the device. If you set Require Password to Daily, Weekly or Monthly, your master password will be securely stored in the iOS Keychain.

Security Alert Table of Contents

The security alert sends a message to a user defined email address when the wrong master password is entered. You can switch on this feature in Tools > Security Alert.

You can configure the security alert to take a picture when your master password is enterred incorrectly and send the picture, along with the GPS location of the device at the time the failed login occurred. This can be extremely useful if you phone is stolen or if you forget your phone somewhere and somebody tries to login to DataVault.