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.

Searching and Viewing Items Table of Contents

After you enter your master password, DataVault will display items in Tree or List view, see below. DataVault will remember the view displayed when closing DataVault and return to it the next time you start DataVault. You can switch between view by tapping the appropriate button in the Tool Bar.

Tree View

List View



Tree View Table of Contents

Tree view displays items organized by categories such as Business, Personal, etc. and types such as Credit Cards, Logins, etc. Categories are the first level of the tree, farthest to the left, types are the second level of the tree and items are the third level in the tree, farthest to the right. You can tap a folder icon to open and close a category or type. To expand or collapse all levels in the tree, tap the "+" or "-" button on the Tool Bar. You can scroll the list using finger swipe. To view an item, tap on the item name.

List View Table of Contents

List view displays items in an alphabetical list. An index appears along the right side of the screen. You can tap anywhere in the index to move to the first item beginning with the letter. Alternatively, you can hold your finger down on the index and slide it up or down to move to the first entry beginning with the letter beneath your finger. To move to the top of the list, tap on the arrow button in the Tool Bar. You can scroll the list using finger swipe. To view an item, tap on the item name.

Searching for Items Table of Contents

To search for items, go to Tree or List view and tap on the magnifying glass in the Navigation Bar. Start typing characters in the keyboard and the list will be reduced to items starting with the string of characters you entered. To display the item, tap on the item name. To clear the search bar, tap on the "x" icon. To return to Tree or List view without searching, tap on Cancel.

Extended Search Settings Table of Contents

By default, DataVault will search in the item name only. You can adjust search settings to look in other fields and to apply case-sensitivity. To do this, tap on the tools icon at the top right and then choose Extended Search. Four options are available: Search in Labels, Search in Values, Search in Memo, and Case Sensitive. Simply enable (ON) the option where you want to be able to look for information.

Adding Items Table of Contents

To add items to the DataVault database, go to the tree or list screen and tap the "+" button on the tool bar. DataVault will display an entry form, see Item Details image. Each item can contain up to ten fields and a notes.

Item Details

Icon Matrix

If you tap on the Template button in the center of the tool bar, you will be prompted to select from a list of pre-defined forms which include an icon, field labels, category and type.

Once you have entered several items, you can save time by making a copy of an existing item and changing some of the fields. To do this, go to the tree or list screen, select an item, then tap on the Duplicate button in the tool bar.

When you have finished, tap on the Save button on the right of the Navigation Bar.

Editing Items Table of Contents

To Edit an item, go to the tree or list view, tap on an item, then tap on the Edit button in the navigation bar.

To change the icon, tap on the icon image in the top left of the screen. DataVault will display a set of icons that you can choose from, see Icon Matrix image. Tap on an icon to select it and return to the item form. Now click on the field labeled "Name". DataVault will display a field entry box and a screen keyboard. Enter the name of the item and tap on the Back button in the Navigation Bar.

When you have finished editing the item, tap on Save.

Deleting Items Table of Contents

There are two ways to delete items. The first way is to go to the tree or list view and swipe your finger from left to right on the item name. A red Delete button should appear to the right of the item name. Tap the button to delete the item. The second way is to select an item from the tree or list view and tap on the Delete button in the tool bar.

Live Links Table of Contents

Live links are fields stored in DataVault that perform special actions when you tap on them. Live links are displayed in blue and can only be activated from the item details screen.

Making Phone Calls Table of Contents

One type of live link is a telephone number. If you enter a field containing seven or more digits, DataVault will assume it is a telephone number and store it as a live link. If you tap on the field, DataVault will prompt you for confirmation, then launch the iOS Phone application and initiate a call to then number stored in DataVault.

Sending an Email Table of Contents

Another type of live link is email addresses. If you enter a field containing "@" followed by a period, DataVault will assume it is an email address and store it as a live link. If you tap on the field, DataVault will prompt you for confirmation, then launch the iOS Mail application and display the compose message screen and automatically fill the To field with the email address stored in DataVault.

Opening a Website Table of Contents

The last type of live link is an internet site address or URL. If you enter a field beginning with "http://", DataVault will assume it is a URL and store it as a live link. If you tap on the field, DataVault prompt you for confirmation, then launch Safari and go to the URL stored in DataVault.

Logging in to Websites Table of Contents

DataVault facilitates logging into web sites in several ways. Tapping on a web site address (URL) stored in DataVault will launch Safari and go to the page. DataVault field contents can be copied and pasted into web forms. In addition, DataVault supports iOS multitasking so you can switch between Safari and DataVault to speed the process.

The following example illustrates how to login to a Gmail account using DataVault version 4.3 or above on a device running iOS version 4 or above. The DataVault security settings for this example are Security Time Out enabled, Time Out Action set to Lock and Auto-Lock set to No.



  • Tap on the clipboard icon to the right of Username, see left screen shot above. A prompt will appear asking if you want to copy the value to the clipboard. Answer Yes.
  • Tap on the URL to launch Safari and go to the Gmail login page. 
  • Tap on the username field in the Gmail login page to show the keyboard then tap on the username field again to display the "Paste" bubble, see center screen shot above. Tap on Paste to copy the username to the web form. 
  • Double-press on the iOS home button to display active applications then and tap on the DataVault icon to switch back to DataVault, see right screen shot above.
  • Tap on the clipboard icon next to the password field and answer Yes when prompted.
  • Double-press on the iOS home button and switch back to Safari.
  • Tap on the password field in the Gmail login screen and paste the password into the form.
  • Tap on the "Sign In" button to login to Gmail.


Managing Logins Table of Contents

DataVault Logins allow you to open a website and automatically fill in the username and password. Logins appear in List View and Folder View along side of Items but they have different characteristics.

The first three fields of a Login are "URL", "Username" and "Password". Unlike Templates, you cannot change these field labels. The URL contains a website address for a login screen. The Username and Password are used to autofill the login screen.

If you create an Item and enter the first field label as "URL" then DataVault will consider it to be a Login. If this is not your intention then consider naming the first field label "Website" or similar. Once an Item has been turned into a Login, you cannot revert back to an Item and you cannot change the labels of the first three fields.

Adding Logins Table of Contents

You can add a login from the DataVault home screen by tapping on the Add icon in the upper right, then select Add Login.



DataVault will display numerous logins for popular web sites like Amazon, LinkedIn, Facebook and many more. If a website you would like to add is not in the list, you can create a login using the DataVault Extension for Safari.



Once you have selected a login, enter the username and password and tap Done.


Editing Logins Table of Contents

To edit a login, tap on its name in List or Folder view and tap on Edit to the right of the navigation bar. Then, tap on the login icon or any of the fields to change them.

URLs must start with "http://" or "https://" to open websites. Login URLs have been pre-filled with the login pages at the time of the most recent release of DataVault. You should not change the URL of a website unless you are sure the login page has changed. Logins must maintain a specific format so the second and third fields are labeled "Username" and "Password" and cannot be changed. A Notes field is provided to store information such as hint answers and questions.


Deleting Logins Table of Contents

You can delete a login in two ways. Go to the List or Folder view, swipe left on the Login name then tap Delete. Alternatively, go to item details screen and tap no the trash can icon.

Logging into Websites with DataVault Browser Table of Contents

To use a Login, select it from List or Folder View, then tap on the URL. You will be prompted to Open with DataVault or Open with Safari. Tap on Open with DataVault. DataVault will automatically enter the username and password into the web form. On some sites such as Amazon, you may need to navigate to a "Sign In" or "Login" screen to autofill the username and password.



If a website login screen changed since the current version of DataVault was released, automatic Login may not work. In this case you should copy the password to the clipboard, then Open with Safari, enter the username and use iOS Paste to enter the password.

DataVault Extension for Safari Table of Contents

The DataVault Extension for Safari allows you to login into a websites directly from Safari and create new Logins from Safari.

To setup the DataVault Extension, open Safari and tap on the Share button located in the middle of the bottom row of buttons. Swipe the row of black and white icons at the bottom of the pop-up window all the way to the right then tap on More. Switch on the DataVault Extension. When you go back to the list of Safari Extensions, you should see a black and white icon for DataVault.


Logging into Websites with Safari Table of Contents

You can log into a website using Safari in several ways.

The first is to use iOS task switching to copy and paste your username and password into a web form.

The second is to use the DataVault Extension for Safari by following the steps below.

  • Add a DataVault Login including username and password.
  • Tap on the URL and select Open with Safari.
  • Tap on the Safari Share icon in the middle of the bottom row of icons.
  • Select the DataVault Extension & login using Touch ID.
  • Tap on the Login for the website.

         


Logging in with the DataVault Browser or Safari are equally secure. The DataVault Browser simply saves a few keystrokes from the process.

Creating a Login Table of Contents

If your website is not available in the list of pre-defined Logins, you can create a new one following the steps below.

  • Go to the login page of a website.
  • Enter your username and password and tap Done to hide the keyboard.
  • Tap on the Safari Share icon in the middle of the bottom row of icons.
  • Select the DataVault Extension & login using Touch ID.
  • Tap New Web Login.
  • Verify that the username and password are correct, then tap Done.

Your login will now appear in List or Folder View. To use it, tap on the Login and select Open with DataVault.