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Unipass Securemail
Client User Guide v1.4 This document provides a step by step illustrated user guide for the Unipass Securemail desktop software client / plug-in.
UIdP Project Team
March 2018
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Contents What is it? ................................................................................................... 3
Technical requirements .............................................................................. 3
How to install .............................................................................................. 4
1 - Download the installer ........................................................................... 4
2 - Install the plug-in software ..................................................................... 6
3 - Protect your email address .................................................................... 9
Opening and sending encrypted emails ................................................... 13
Forgotten your Unipass Username / Password / PIN (UPP) details? ....... 14
Access by users who cannot / don’t have a Unipass certificate ............... 15
Document Revision .................................................................................. 16
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What is it? The Unipass Securemail client, also referred to as the Unipass Securemail
plugin or Unipass Securemail desktop software, is a fully integrated 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
Unipass certificates can be collected using Internet
Explorer or FireFox. The use of Unipass certificates
is supported in other browsers, but due to their
software limitations, Unipass certificates cannot be
collected in these browsers.
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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.
Next, click on the ‘Log into My Account’ link if you already have a
Unipass Identity, otherwise, click on ‘Apply Now’ to register for a Unipass
Identity.
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
download the Unipass Securemail installer using either your Unipass
Please refer to the step by step guide on how to apply for a Unipass
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certificate (if you are allowed to hold one) or your Unipass Username /
Password / PIN.
Once logged in, click on the ‘Securemail installer’ tile and follow the
onscreen instructions.
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2 - Install the plug-in software Click the ‘Save file’ button (in Firefox) or ‘Run’ button (in Internet
Explorer).
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Next, double click to open the downloaded Securemail.exe installer file,
accept the licence agreement, and click Next to install the software.
Note: The ‘Next’ button will only become active once the licence agreement
has been accepted.
The installation process will then get underway…..
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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
Note: It has to be the same address you used when applying for the plug-in
on the Securemail website or when applying for your Unipass identity.
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The installation process will then get under way.....
You will be prompted to authenticate using your Unipass certificate or your
Unipass Username / Password / PIN (UPP).
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Once you have successfully authenticated.......
.......the installation wizard will activate protection for the email address you
provided earlier.
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The Securemail plug-in is now installed and your email address is set up to
send and open encrypted emails.
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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.
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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).
Note: The Securemail Client pop-up allows you to select the address which
will be used when sending an email. The email is opened/sent as soon as
your credentials are verified.
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.
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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.
After completing the reset process, you will be able to authenticate and
open the encrypted email.
Access by users who cannot / don’t have a Unipass
certificate
Users from Non-UK, Trustee and Other organisations will only be able to
authenticate using their Unipass Username / Password / PIN seeing as
they are not eligible to have a Unipass certificate.
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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
1.1 21/02/2015 UIdP Project
Team
Updated to include OTP
functionality
1.2 28/06/2015 UIdP Project
Team
Added Data Classification
1.3 May 2016 UIdP Project
Team
Updated the Data Classification
disclaimer
1.4 March 2018 UIdP Project
Team
Updated screenshot of homepage