 |
Enter your PIN in the edit box in
the dialog's upper left corner. Valid PINs consist of
four groups of four alphanumeric characters (A-Z, a-z, 0-9).
| PINs
are case-sensitive: "A" is not the same
as "a"! Use copy and paste to enter
your PIN without typos. |
|
 |
Click Save PIN to write
the contents of the PIN edit box (1) to disk. Closing the
dialog with OK (8) also causes the PIN
to be saved, along with the contents of the certificate
editor (5). Neither button is enabled unless the PIN edit
box contains a valid PIN. |
 |
Click E-mail request
to create an e-mail message containing a request for a
new Investment Studio certificate. The requested
certificate will be tied to the PIN in the PIN edit box (1)
and to the computer used to generate the request. The
request will be sent to the certificate server using the
computer's default e-mail client.
| The
requested certificate will be sent to the e-mail
address currently on record for the specified
PIN, i.e. not necessarily to the return address
specified in the e-mail client. If you wish to
permanently change the e-mail address associated
with your Investment Studio PIN, send an empty e-mail
from the new address to
with your PIN (and
nothing else!) in the Subject field. A
confirmation request will be sent to the old e-mail
address and must be answered for any changes to
be carried out.
|
If your
computer isn't set up with a default e-mail client, or if
your default e-mail client doesn't support standard
"mailto" syntax, nothing will happen. In this
case, you can use Clip request (4)
instead.
The E-mail request
button is not enabled unless the PIN edit box contains a
valid PIN.
|
 |
Click Clip request to
send a request for a new Investment Studio certificate to
the Windows clipboard. The request can then be pasted
into an e-mail client and sent to the certificate server,
or pasted into a text editor (e.g. Notepad) and printed
or saved to file. The requested certificate will be tied
to the PIN in the PIN edit box (1) and to the computer
used to generate the request. The Clip request button is mainly useful
if you are running Investment Studio on a computer
without Internet access and therefore need to send the
certificate request from a different computer. The
request must be generated on the computer where the
certificate will be used, but it can be sent to the
certificate server from any computer.
A valid certificate
request consists of a single line of text starting with
the tag "<START>" and ending with the tag
"<END>".
Example:
<START>US-F71A-02B8-1DE6-21C1-E42B-EF56-A17C<END>
| The
entire line, including the start and end tags,
must be included in the body of the request e-mail.
Incomplete certificate requests will be ignored,
as will any text outside the tags. Certificate requests must
be e-mailed to the address
Certificate
requests sent to any other address will be
ignored.
|
Certificate
requests are handled by a mailbot. It doesn't understand
comments, questions or anything else beyond the scope of
properly formatted certificate requests, and will simply
ignore all such communications.
The Clip request button
is not enabled unless the PIN edit box contains a valid
PIN.
|
 |
Enter your certificate in the
multiline editor below the request buttons (3, 4). A valid certificate contains 45
lines of alphanumeric characters (A-Z, a-z, 0-9) enclosed
between start and end tag lines ("<START>"
and "<END>"). The entire text, including
the start and end tags, must be entered into the editor.
Needless to say, nobody
in his right mind would try to type in this mess manually.
Use the clipboard: copy the text from your e-mail client
(or from a text editor, e.g. Notepad, if you are
transferring a certificate file received on another
computer) and paste it into the editor.
|
 |
Click Verify certificate
to check the contents of the certificate editor (5). This
can take a while, especially on older computers. Please
be patient. A message box will eventually pop up and
report the result. If the certificate is current and
valid, you will see the following message: 
|
 |
Click Save certificate to
write the contents of the certificate editor (5) to disk.
Closing the dialog with OK (8) also
causes the certificate to be saved, along with the
contents of the PIN edit box (1). Neither button is
enabled if an error was encountered upon certificate
validation (6). |
 |
Click OK to save the
contents of the PIN and certificate editors and close the
dialog. To abort and close the dialog without saving,
click  instead. |
