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Using the Secure Desktop Agent (Windows)

Accessing & Login In

After installing the Desktop Agent, you will be prompted to login via the Secure Messaging Single Sign-On (SSO) service. Enter the same Email Address and Password credentials you use to login to the Secure Message Center (Webmail).

Desktop Agent Launch SSO
  1. To launch the Desktop Agent, go in the Windows task tray and click on the task tray up arrow to open the menu that contains all applications running in the task tray.
  2. Select the Desktop Agent icon (2 blue arrows) to open the menu of the Desktop Agent.
  3. Select the menu entry ‘Login’ to launch the Single Sign-On (SSO) login screen.
Desktop Agent SSO
  1. The Secure Login Screen of the Desktop Agent allows you to login to any Secure Messaging Platform regardless of their physical server location.
  2. Enter the same Email Address and Password credentials you use to login to the Secure Message Center (Webmail).
  3. To avoid re-entering the same credentials every time, select the ‘Remember me on this computer’ and ‘Keep me logged in’ options. These options should not be used if using a public computer.
  4. Click ‘Login’. Once logged in, the Desktop Agent icon will be replaced with the branding of the organization’s Secure Message Center.

NOTE: If you belong to more than one Secure Messaging Platforms, the Desktop Agent will prompt you to choose one for the current session. For security reasons, you will have to re-enter your login credentials in order to login with the Desktop Agent.

New alert notification

The Desktop Agent is available in your computer system tray located on the bottom right of your Windows menu bar.

Desktop Agent Logged In

The Desktop Agent automatically detects when you have new activity and alerts you by flashing in your system tray and displaying a pop-up window.

Desktop Agent Launch New

Launching the Secure Webmail

Click the Desktop Agent icon in the task tray to open the main menu. Select ‘Launch Secure Webmail’ to automatically launch the Secure Message Center (Webmail) and read your secure messages. Select ‘Compose Secure Message’ to start a new secure message, or select ‘Send Files Securely’ to choose file attachments on your computer you would like to send securely. The Desktop Agent supports asynchronous transfers, which means you can send large files without having to wait for them to complete uploading before sending your secure message.

Desktop Agent Launch

NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information.

Always Display the Desktop Agent icon (optional)

In order to have the Desktop Agent icon display at all times in your task tray, select the task tray up arrow and click ‘Customize’. Locate the Desktop Agent in the list of available programs and change the ‘Behavior’ to ‘Show Icon and Notifications’.

Desktop Agent Customize

Reading a Secure Message

To read a secure message and launch the Secure Message Center (Webmail), use the menu entry ‘Launch Secure Webmail’. You will be automatically logged into the Secure Message center where you can access all your secure messages.

Desktop Agent Read

Creating a Secure Message

To create a new secure message, use the menu entry ‘Compose Secure Message’. You will be automatically logged into the Secure Message center where a draft secure message is ready to be completed and sent. The same User Group permissions apply when creating a new secure message from the Desktop Agent. Professional Users can create new secure messages to anyone, whereas Guest Users can only create new secure messages from a pre-defined list of Users.

Desktop Agent Compose

NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information.

Sending a File Attachment

Use the menu entry ‘Send Files Securely’ to seamlessly send large file attachments. You will first be prompted to select the file attachments you wish to attach to your new secure message, and will be automatically logged into the Secure Message center where a draft secure message is ready to be completed and sent, along with the file attachments you selected.

Desktop Agent Send File

The Desktop Agent uses an asynchronous file transfer process whereby your file attachments might still be uploading (depending on their total size) while the draft message is launched. You can still complete your secure message, and send it, even if the file attachments are not finished uploading yet. The recipients will receive your secure message and the file attachments will be marked as ‘Uploading’ until transfer completion from your computer to the Secure Message Center server. A progress status is available from the main menu when uploading large file attachments.

NOTE: Some features might not be available depending on the configuration of the Secure Messaging Platform and your User Group profile. Contact your administrator for more information.

Logging Out

To log out of the Desktop Agent, use the menu entry ‘Logout’. This will prevent any other users from accessing your secure messages on this computer.

Desktop Agent Logout

To remove an activation, select the menu entry ‘Tools > Secure Accounts > Remove Authorization’. This will remove any cached information from your computer and require you to re-enter your credentials the next time you access the Secure Desktop Agent.

Desktop Agent Remove Authorization

Uninstalling the Secure Desktop Agent

Should you need to uninstall the Secure Desktop Agent for any reason, you should do this through the Add/Remove Programs interface included in Windows®.

Step-by-step instructions for removing the Secure Desktop Agent are provided below.

  1. Close (Exit) the Secure Desktop Agent. Open the Windows Start menu and go to Control Panel.
  2. In Windows® XP, Click on Add/Remove Programs. For Windows® Vista, Windows® 7 and Windows® 8, go to ‘uninstall a program’.
  3. Select ‘Secure Desktop Agent’ and click ‘Remove’.

If you do not see the option to uninstall the Desktop Agent, the Desktop Agent was installed remotely by your IT Department using the Group Policy Deployment installation process. In this case, your administrator will have to uninstall it for you.

Check for Updates

The latest version of the Secure Desktop Agent contains the most up-to-date feature set, the latest bug fixes and updates, as well as the newest user experience upgrades. To get the latest version, follow these quick and easy steps:

  • In the ‘Tools’ menu entry of the Desktop Agent, click on ‘Check for Updates’. If a new version is available, the dialog box will ask you if you wish to install it. Click yes, and follow the on screen instructions to complete the update process. A dialog box will appear once the update is complete, after which the Desktop Agent will automatically restart itself.
  • If you do not see the ‘Check for Updates’ menu entry, the Desktop Agent was installed remotely by your IT Department using the Group Policy Deployment installation process. In this case, your administrator will install any updates for you.
Desktop Agent Up-To-Date

Report an Error

If you encounter an issue during the use of the Secure Desktop Agent, the best way to contact us is through the ‘Report an Error’ feature.

In the menu of the Desktop Agent, go to the ‘Tools’ menu and click on ‘Report an Error’. A dialog will appear where you can enter a description of the problem that will be sent along with an encrypted copy of the log information from your Desktop Agent. After you’ve entered the description of the problem, click Report Error. A Support Technician will contact you shortly to address your issue. Submitting an error this way will send some log information regarding the local Toolbar settings and usage. To view what log information is sent to support, click the ‘View information sent to Support’ link.

Desktop Agent Report Error