Unique Database ID

App Version

Code Version

Image Vault Control Button

The Vault Open/Close button initiates the process to open or close the Secure Images Storage Location Vault. In opening the Vault the Maintenance form is expanded and the Secure Image Vault directory and several option check boxes are displayed.

There are three controls in the vault that you can use. The Browse button, the Copy Check box and the Remove check box. You can use the Browse button to open a folder browse dialog box and select a new location for your Security images. Before you change the location you need to decide If you want to copy/move the images to the new location. If you have assigned Security images to any of your Account Tracker entries changing the location of the Vault will break the links to the images files. If you leave the both the check boxes checked the images will be copied to the new location and removed from the old(moved). If you uncheck the Remove check box then the images will just be copied to the new location(Copy). If you uncheck the Copy check box then the Remove check box will be disabled and the images will not be copied or removed.
There are implications with moving the Security Image location. Please check the Secure Images Storage Location Vault help page for more details.

The Close Button

The Help Button

Make Satellite Database Button

Sync Databases Button

Sync Area

The Sync area is the control panel for managing Master to Satellite and Satellite to Master synchronization.

In the upper section of this area you can find the Make Satellite Database Button, the Sync Databases Button, and the Database Type box. In the lower section you manage the Sync Method Selection.

Database Type

Sync Method Selection

In this area the sync method selection takes place. Once the user has pressed the 'Sync' button and initiated the syncing process this area displays four
Sync method selections.

Return

The Go Button

Once the user makes another choice (which sync method) another 'Go' button appears.
Press the 'Go' Button and the Sync process takes off.
Return

Set Password Button

Timeout Value

Idle Lockout/Login

Once the Idle time has been reached Account Tracker will lock its input screen and not allow any access to the data until the Account Tracker password has been entered again.

Just type in the password used to initiate Account Tracker and the session will resume at the previous position.

Setting the Password

When the Set Password button is pressed, this area is used to set Account Tracker's access password.
Initially one password entry box is displayed.*

and instructions below ask for the current password before you are allowed to enter a new password. For a more in depth description view set password help page.

*Note: These Single focus text entry boxes are common in Account Tracker. When they come up most other window controls are disabled. To exit this single focus state press the 'ESC', Escape, key and he process will be aborted.

Return

Auto-Generated Password Options

The Auto Generated Password Options Area allows the user to set application defaults for the password automatically generated for each account.

During the Add New Entry process, on the add password window there is a button labeled "Auto generate". The options in this area effect the characteristics of the generated password.

• Default length is the length of the generated password for a new entry. If you are changing an entry that already has a password then the length of the previous password is used, Also you can override this value at the time of generation by typing in a different length on the " enter password window" .
• If the check box in front of "Capital Alpha" is checked, you can select from 1 to the default password length* the minimum number of capital alphas that the password will contain.
• The same is true for "Numeric digit". If checked, then each auto generated password will contain at least the number of digits you have entered here.
• And this continues for "Special Symbol" . If checked you can select the number of the following special character (at a minimum) that is contained in the password. ~,!,@,#,$,%,^,&,*,(,),+ (NOTE. Some security systems cannot handle all these special symbols. If you run across one that says you have used an invalid character just replace that character with another of your choice.)
• A check in the "1st Character Alpha" check box will cause the first character of the generated passwords to be an alpha (either capital or lower case). That means with this option selected no password generated will start with a number or special character,
• Finally you can choose whether other characters are repeated in generating the password, by checking or unchecking "Allow repeat characters". This does not mean there will be no repeat characters, if checked. It means the characters not covered by the preceding requirements will not have a repeat in them.
• * There are some things to keep in mind: A good password has multiple different types of characters, so setting 5 for the number of capitals in an password that is only 8 characters long will generate a weak password; the longer the password is the stronger it gets, password of 20+ characters will be nearly impossible to crack; you cannot ask for a larger number of minimum character counts than the Default password length, you cannot ask for 3 Caps, 3 nums and 3 special chars for a password that has a default length of 8.

The Password Auto Generation button.

This is the window used to add or edit a password for an entry. If you don't want to think up a password click or press the "Auto generate" button. A password, of the length specified in the box beside the button, will be generated according to the Auto Gen Options. You can override this length value for this generation, by typing the length you desire. Once the "Auto generate" Button has been pressed you can accept the password; change any part of the password or type in your own password and press Enter to complete the process.

Return

The Password Options Tab.

On this tab the user can set the Account Tracker password and the Options for automatic password generation.

The Display Options Tab.

On this tab the user can select the startup form either the Extended Detailed view or the Short Account Names view. The user can turn on/off the displaying of the Welcome Splash screen Also the User can set whether Account Tracker will save and redisplay its windows/forms at the same size and position at which they were last closed. The reset button allows the user to remove all save windows sizes and positions.

The Welcome splash screen.

Return

The General Options Tab.

1. The General Options tab allows you to check for the latest version. Click on the Upgrade button above. If there is a newer version you are given the choice to download the upgrade file. This function does use the internet to check for the latest version and to download the upgrade file.
2. The Search History Limit is set here also. As of Version 1.8.6.6 the account display forms search will remember the last (5,10,15,20,25 or 30) searches you have made. You choose how many searches to remember.
3. Set the Notification Interval. As of version 1.8.7.0 Account Tracker will track the age of the AccountTracker password and the last time a Compact & Repair has been completed. At Program Start and when you open the Maintenance form a notification will be displayed if the age has reach or exceeded the limit you select here in the Notification Interval option. You can select intervals from 30 - 180 days or turn Notification off by selecting 0.
4. Finally, on this tab you can also, select which information is copied to the clipboard when an entry or account record gets the focus on either the Detailed View or Account names view forms. Then you can also chose to turn the clipboard option off.

For more details please visit the Clip Operations help page.

Upgrade Check Button

When you click on the Upgrade Check button Account Tracker will go visit it's home website and check for the latest version. If that version is higher than your current version You will see...

Click 'Yes' to download newer version.

New Version Found

When you click "yes' Account Tracker will attempt to download the newer version.
During the download, depending on the speed of you internet connection you may see this wait message.

When the download is complete another message is displayed

You now have the choice to initiate the upgrade manually or automatically. Press the 'YES' above to continue with the automatic path. Press 'NO' above to continue with the manual process.

Password and Compact & Repair Notifications

If sufficient time has passed and you have set the Notification interval, you may see one or both of these notifications displayed at startup and when you open the Maintenance form.
and

Download Complete: Manual Upgrade initiation

The download has been to the same directory as your current Account Tracker file and a short cut to run the upgrade file has been created there too. Your are also given the password to the upgrade file.

These are important. The upgrader file MUST be in the same directory as your current Account Tracker file and you MUST use the short cut created to start the upgrade process and you MUST remember its password to run it.

To run the upgrade Exit Account Tracker and double click on the "Run 1.8.6.4 Upgrade" (or what ever version is the latest) short cut.