Overview

eZcase Desktop can be used for rapid data entry on the computer instead of the device as well as importing data from other secure data storage applications. eZcase Desktop works on files placed in special folder on the PC. This folder contains files synced from the device by the eFile Desktop, as well as files created in eZcase Desktop. Files from this folder are automatically synced to the device by the eFile Desktop Add-in (you need to configure the Add-In according to instructions in Section 8 of this document).

File processing

The following are basic file processing operations in eZcase Desktop. Name of the current file is displayed in the program title row. When launched for the first time, eZcase Desktop creates a blank file.

You can open an existing document using the two following methods: Select File->Open Select the Open button on the toolbar Then, you will see the Open File dialog. Choose a document you want to open from the list of all documents and select Open.

There are several ways to create a new document:

• Select File->New
• Select the New button on the toolbar

To save the current document, select File->Save or use Save button on the toolbar. To save the document under a different name, select File->Save As… Then, you will see the Save File dialog box. Choose name and path of the document you want to save and select Save. After that, you will see the following dialog box:

In this dialog box you have to enter the password, password must be at least 6 characters long. You can also change current document’s password by selecting File->Change password from the menu. There are different visual areas shown on the eZcase Desktop: Record List – shows all records in the file Preview – shows details of the record selected in the Record List Toolbar – includes button for quick access to the most frequently used functions Status bar

Each component (except for the Record List) can be enabled or disabled using checkboxes located in the View menu item.

Data entry

To insert new record choose Record->Add New Record from the menu or select the Add New Record button on the toolbar. eZcase Desktop will display record type dialog box shown on the picture below: You can use one of three predefined record templates: Credit card E-mail account Password Or create a custom record with your own fields.

After that you will see next dialog box. You should give the name to record which was selected.

When the focus is located in the Fields area, the content of the currently selected field can be modified. To edit the existing field content, press the Enter button while the cursor is on the value you want to edit or select Edit value button in the dialog box. To overwrite the field content, position the cursor on the desired field and start typing new data.

In this dialog box you can rename fields, insert your own fields and delete not used ones by Add, Rename and Delete buttons. Context menu is available for these options too. To use context menu click right-mouse button on the field name.

You can copy, paste, cut and delete field with its value. For these operations you can use context pop-up menu buttons. Also you can undo last edit operation in this context menu. To use this context menu click right-mouse button on the Value field.

To leave the field data area without saving the changes press Escape, or select Cancel button. If you have done some changes, next dialog box asks you if you want to save them.

You should answer No to accept exit without saving the changes. To save the changes, you should answer Yes.

To leave the field data area and save the changes, select Save button or press Enter.

Data preview

To preview record’s data, choose from the menu View ->Preview Pane checkbox enable and select the record you want to preview. You can select one of record types in filter combo box. To return to default record view select All in filter combo box. Also you can add, edit or delete records from the records list by buttons on the toolbar or Select Record->Add new, Record->Edit or Record->Delete.

Importing data

eZcase Desktop allows you to import data from other secure data storage applications, including those running on handheld platforms other that the BlackBerry.

To import data into eZcase, the data has to be exported from the other application into a file in CSV format.

To start the import process once the file is saved in CSV, you have to select File->Import. You will see the File Open dialog which will enable you to select the file to be imported. Once the file is selected, it is parsed by the eZcase Desktop and the Data Import Wizard will guide you through the process of mapping data in the file’s columns and categories into the eZcase’s records.

First, you need to select the column which defined the record type in the import file.

Once the column is selected, Data Import Wizard will go through each record type from the imported file and will ask you to define which eZcase’s category the record matches to and also how the columns of the imported file map into the eZcase’s records.

After all records are categorized and mapped, the wizard initiates the import process and all the data from the imported file is read, mapped and placed in the eZcase’s file, where it can be edited.

Once the editing process is complete, the new eZcase file has to be saved and it can be synced onto the BlackBerry by using the eFile Desktop sync (see Section 8 of this document for instructions).