SplashID for iPhone/iPod touch User Guide

Table of Contents Introduction Installation Registration Quick Start List View Tools Record Info Edit Dialog Automatic Password Generator Categories and Types Custom Field Labels Masking Security SplashID Desktop   > Overview   > Buttons   > Options   > Web Auto-Fill   > Database Sync   > Edit Dialog   > Password Generator   > Find   > Security   > Synchronization     > Creating an Ad hoc Network Importing and Exporting Backup and Restore

Introduction

SplashID provides quick and easy access to all of your personal identification information, including usernames, passwords, credit cards, PINs, calling card numbers, frequent flyer numbers, insurance info and more. Data is stored in a secure, encrypted, password protected format and can be synchronized between SplashID on your handheld and SplashID on the desktop (Windows and Macintosh).

SplashID on the Handheld and SplashID Desktop are virtually identical. This user guide primarily focuses on the features in SplashID on the Handheld. You may prefer to do most of your data entry in SplashID Desktop, however, since it's faster and easier with a keyboard, and then synchronize the data with your handheld.

Installation

• Mac OS -- Drag the SplashID application file into the Applications folder or the destination of your choice.
• Windows -- Run the Installer and follow the on screen instructions. iTunes or Bonjour must be installed before you can synchronize with the handheld.
• iPhone & iPod touch -- The handheld application is sold separately and must be downloaded from the App Store on the handheld or in iTunes.

Registration

When you launch SplashID you will be prompted to enter a registration code or to run in Trial mode. You may run the software for 30-days in full-functioning Trial mode. The Trial software and Registered software are identical. Once the trial period ends you must purchase and enter a registration code to continue using the software. You do not need to re-install the software. Simply enter a registration code and your Trial version will be converted into a Registered version and all your data will remain intact. 

If you have previously registered SplashID 4.x for Palm or Standalone, you will not need to register the iPhone version of the desktop application. If you are switching from version 4.x of either the Windows Mobile or BlackBerry application, contact support for a registration code.

Quick Start

1. When you first launch SplashID, you will see the SplashID Setup wizard. It will help you connect to your handheld in 3 quick steps.
2. After the wizard completes. you will land on the Set Password screen. You can check the box to set no password if you wish, and you can set a hint to remind you.
3. Launch SplashID and the List View will be displayed with two sample categories - Business and Personal. SplashID uses a "drill-down" system of displaying your data. You drill down first through Categories, then Types, then open a record to view its details.
4. Tap All Categories -- this means you are not selecting a category to filter by.
5. The sample Record Types are listed. Tap All Types so that no Type filter is applied, and now you will see all records.
6. Tap the New Button to create a new record. In the Edit Dialog select a Type, such as Credit Card or Web Login, and you will see the Field Labels change accordingly.
7. Tap Done when you are finished entering the information for the new record and you have just created your first record. Tap the All Types button at the top left to go back to the List View.
8. You can create records on the handheld or the desktop and synchronize the data between the two. You may find it easier to enter data in SplashID Desktop where you can use your keyboard.

List View

Tools Menu

To open the Tools menus, tap the Tools button at the top right of the screen (when available).

Tools Menu

Sync -- Opens the tool for synchronizing with the SplashID desktop. Set Password -- Select to edit the password protecting SplashID. See Security for more information. Security Options -- Allows you to specify a period of time after you turn off your device or exit SplashID before SplashID locks and requires a password. See Security for more information. Edit Categories -- Displays the Categories which you may edit or delete. Select an existing type and tap edit, or tap New to create a new one. Edit Types -- Displays the Types which you may edit or delete. Select an existing type and tap edit, or tap New to create a new one. Delete Records -- Displays a list of all records, allowing you to select multiple (or all) records for deletion. Quick Start -- Launches the Quick Start guide you saw the first time you ran the application. About SplashID -- Displays the version info.

Record Info

Tap a record item in the List View to view its details in the Record Info. Each item can contain up to 9 fields, a date modified field, an icon, plus additional notes (up to 4000 characters). Some things to note about the Record Info screen: It is a read-only display. If you wish to edit the record, tap the Edit button in the top right. Masked fields display stars instead of the field data to protect you from over-the-shoulder snoops. Simply tap the field to display its contents; tap again to re-mask. Tap fields with longer data to hide the label and display the full data. Field data with valid URLs (beginning with http or www) can be opened in the built-in browser by tapping the globe icon next to the field data. The username and password data is displayed at the top of the screen for reference. You can use the button on the toolbar to skip to the previous or next record, email the record (as plain text), or delete the record. Notes data can be scrolled with the finger.

Edit Dialog

Enter the Edit Dialog for a given record by tapping the Edit button in the Record Info or by creating a new record.

Edit Dialog

Icon Picker

Edit Field, Label & Masking

• Icon -- On the top left you will find the record icon. Tap the icon button to access the Icon Picker.
• Description -- Field 1 is where you enter the name or description of the record.
• Category -- This field will default to the Category you were displaying when you created the record. See more about Categories and Types.
• Type -- This field will default to the Type you were displaying when you created the record. The Type will dictate the default field labels, icons, and masking preferences for the record. See more about Categories and Types.
• Fields -- Enter your data according to the field labels.
• Custom Field Labels -- You may assign Custom Field Labels in the Edit Field dialog, or set the field labels globally by going to Tools > Edit Types.
• Masking -- You may switch on Masking for each field in the Edit Field dialog, or set the field masking globally by going to Tools > Edit Types.
• Password Generator -- Tap Generate in the Edit Field dialog. See Automatic Password Generator for more information.

Automatic Password Generator

To invoke the Password Generator for a given field, tap the field to open the Edit Field dialog, and then tap Generate. The Generate button also appears in the Set Password dialog in case you want the master password to be very strong as well. To create a password: Set the Length. Choose from the "Include these Characters" table one or more options of letters, numbers, symbols, or a combination thereof. The Strength meter will show you how strong the password will be based on the selected attributes. Tap Generate. A password will be displayed for your review. Tap Generate again to generate a new one until you find one you like. Tap Select when you have decided.

Categories and Types

Note: Only Categories and Types that contain records are displayed. So if you create a new Category/Type, it will not show up in the filter list until you create a new record and select the new Category/Type, and save the record.

The difference between Categories and Types is best illustrated by example. You may use Categories to separate your Business records from your Personal records, while you use Types to separate your Credit Card records from your Web Login records. SplashID uses a "drill-down" system of displaying your data. You drill down first through Categories, then Types, then open a record to view its details.

Another way of looking at the Category/Type distinction is by simile -- Your SplashID data is in a locked filing cabinet. Each Category is a drawer, and each Type is a folder. Unlike real world files, however, you can view all the records at once if you wish, as if you emptied all folders and drawers on the table and neatly laid them out for simultaneous viewing.

Edit Categories

Edit Types

Define Type

Categories act as filters for grouping related records. The two pre-defined Categories are Business and Personal, though you may add more by choosing Edit Categories from the Category menu.

Types act as templates, which define the structure for the items you want to store in SplashID. You may define up to 9 Custom field labels and a default icon for each type, as well as specify the fields you wish to mask. For example, you may create a type for Web Logins, which includes Custom field labels for username, password and URL, with a globe icon, and the password field masked; and you may create a Type for Credit Cards which includes Custom field labels for credit card number, expiration date and PIN, with a Visa icon, and the credit card number and PIN masked.

• Edit Types -- Select Edit Types from the Tools menu to display the Edit Types dialog. You may create an unlimited number of Types. Several sample Types are provided, which you may edit or delete. Tap an existing type to edit, or tap New to create a new one. The Define type dialog is displayed.
• Define Type -- Enter a name for the Type and up to 9 Custom field labels. The Mask switch specifies whether or not the data in that field will be masked. And you may also specify a default icon for the Type.

Custom Field Labels

Field Labels and masking are set by default when you define a Type. You may change the Field Labels and masking, however, at the record level in the Edit Field dialog.

Masking

Fields that are Masked appear as six stars - . You may show or hide the masked data by tapping the stars themselves. If you wish to permanently mask or unmask a field, you can change its mask setting in the Edit Type dialog or the Custom Field Labels dialog.

Security

Set Password Dialog Enter Password Dialog	You should secure your data in SplashID so that a password must be entered to access the application. You will be required to enter the password when launching SplashID. Once you set a password, SplashID encrypts your data using 256-bit Blowfish encryption to ensure data security. Setting a Password -- The Set Password dialog is displayed by default the first time you run the application; you can also open it from the Tools menu. Enter a password in the New Password field, and verify the password by entering it again in the Confirm field. You can enter a hint to remind you of your password if you forget. You can also use the password generator tool in this dialog, but keep in mind that these are generally strong passwords and difficult to remember. Note: You must manually set the same SplashID password on the handheld and the desktop, if you wish to synchronize between the two. Entering a Password -- You will be required to enter your password each time you launch SplashID, or when you turn on your handheld if SplashID was last running when it was turned off. Changing a Password -- To change a password, select Set Password from the Tools menu, enter your Old Password, then enter and confirm the New Password. Removing a Password -- To remove a password, select Set Password from the Tools menu, enter your Old Password, then leave the New Password and Confirm fields blank.
Security Options	Security Options -- Choose Security Options from the Tools menu to specify the period of time that must elapse before SplashID auto-locks. The default setting is 10 minutes. If you wish, you may specify a longer delay, at the risk of less security. If you have specified a longer delay (e.g., 30 minutes) but then desire to lock SplashID immediately, you may select Lock Now from the Options Menu.

SplashID Desktop

When you first launch SplashID, you will see the SplashID Setup wizard. It will help you connect to your handheld in 3 quick steps:

1. Ensure that your handheld and desktop are using the same local network connection and launch SplashID on the device.
2. On the handheld version of SplashID, select Tools from the top right, then Sync, then the desktop name you wish to sync with.
3. Click Finish, and then enter the same password that you set on the handheld to login and begin viewing and editing your data.

When you login to SplashID Desktop you are presented with the Panel View, which displays a list of your Types, and when you select a Type, it displays a list of records. Items are records of information, like a credit card number and expiration date; or a username and password for a web-site. There are two other useful views, List View and Tree View, which you can select with the view buttons toward the top of the window.

List View	SplashID Desktop has some great features features: 3 Record Views -- Use the View buttons to select from the traditional List View, or the new Panel and Tree Views. Select a record from the List to display the details in the Detail Pane on the right. Web Auto-Fill -- For Web Logins, click the globe button or right click and select Auto-Fill to open Safari / Internet Explorer to the selected URL and fill in the login info with your data. See Web Auto-Fill for more info. Or you may simply click on a URL or email address in the preview pane to launch your web browser or email client. Database Sync -- You may select multiple databases to synchronize with on the desktop, so you can share data with other users, even across a network. See Database Sync for more info. Types -- Use the Type menu on the top left to filter the view by type, such as Credit Cards or Web Logins. All Types are displayed by default, but you may restrict the list to only display items assigned to a specific Types (see Categories and Types). Categories -- Use the Category menu on the top right to filter the view by Category, such as Business or Personal. All categories are displayed by default, but you may restrict the list to only display items assigned to a specific Category (see Categories and Types).
Panel View
Tree View

• Sorting -- click the column header to sort by that column. click again to reverse sort. 
• Resize columns -- You may resize a column by dragging the left/right edges of the column header.
• Mask -- click the Mask button to show/hide masked fields.
• Click-able URLs -- You may click on a URL in the preview pane to launch your web browser or email client.
• Copy field -- You may click the clipboard icon next to a field in the preview pane to copy that field to the clipboard. You may then paste this field into another application (e.g., copying and pasting the password field from SplashID into a web browser). Note: You may also type Control-1 through Control-7 to copy fields 1 through 9 to the clipboard.

Buttons

There are buttons scattered around the SplashID Desktop window, situated by proximity to where they are to be used:

Options

When you click the Options button or select Preferences from the SplashID menu, you will see the dialog to the left, with the following options:

• Auto lock -- Set the period of inactivity that must pass before the application locks itself.
• Database Location -- Select a Custom database location, including network locations. Note: You cannot select a folder that already contains a SplashID database. See Database Sync if you wish to share data.
• Default Backup Location -- Change the location that the automatic vID backup is saved to.
• Set Font -- Select the Font type, style, size and color from the fonts on your system.
• Set Row Color -- Select the color of the rows in List View, which will also be applied as the background color in the Panel and Tree Views.
• Show Columns in List View -- Select which field data columns you would like to display in the List View.

Web Auto-Fill

For Web Logins, you can have SplashID launch Safari (on Mac OS) or Internet Explorer (on Windows) and automatically fill in the username and password fields for you. Please take note of the following:

• Record type must be assigned to Web Logins.
• Username and password fields should be filled in.
• URL field must begin with either http://, https:// or www. Find the correct URL to get to the login screen on the selected website -- this is often not the homepage.
• This may not work with all sites.

Database Sync

New in SplashID 4, you can synchronize multiple database files manually, at launch, and/or at exit. This is an advanced feature, not recommended for beginner users. As always, it is recommended that you backup your data with a vID export before trying out this feature, so you can revert if you lose anything. Please Note: You can only sync with other SplashID 4.x database files.

To synchronize multiple database files:

1. Click Add File and select a remote database to sync with. (Your database does not need to be selected).
2. Select the Sync Mode
   • Synchronize -- Compares the databases and writes changes to each.
   • Current to Remote -- Overwrites remote data with current user data.
   • Remote to Current -- Overwrites current user data with remote data.
3. Set In Case of Conflict -- Current wins or Remote wins.
4. Set Sync on Startup preference.
5. Set Sync on Exit preference.
6. Check the boxes for the databases you would like to sync.
7. Select Sync Selected or Sync Now.

Edit Dialog

Open the Edit dialog for a given record by double-clicking a record.

• Type -- Select the Type from the Type menu. The Type will dictate the default field labels, icons, and masking preferences for the record. See more about Categories and Types.
• Category -- In the top right of the Edit View screen, you can change the Category. It will default to the Category you were displaying when you created the record. See more about Categories and Types.
• Fields -- Enter your data according to the field labels.
• Custom Field Labels -- You may assign Custom Field Labels by clicking the Custom button.
• Masking -- A bullet appears to the right of any field that is masked. You may Customize the field masking by clicking the bullet or selecting Customize Field Labels from the Options Menu.
• Buttons --
  • OK exits the record, saving any changes.
  • Cancel exits the record, discarding any changes.
  • Duplicate creates a copy of the record.
  • Delete deletes the current record, after confirming that is what you wish to do.
  • Custom opens the Custom Field Label dialog.
  • Password opens the Automatic Password Generator (below).
  • Icon opens the icon selector.

Automatic Password Generator

To open the Automatic Password Generator, click the Password button in the Edit Dialog. To create a password: Set the Length. Check or Uncheck the pronounceable setting. Choose from the Character Sets one or more options of letters, numbers, symbols, or a combinatory thereof. Click Generate. click again until you get a suitable password. click OK when you have decided.

Find

You may search for records in SplashID by typing in the Find box (press Command-F to jump there). All fields in all records in SplashID will be searched and any matching records will appear in the results below. You may then click an item to go to the Detail View for that item.

Select the contents of the Find box and press backspace to clear the Find.

Security

You can secure your data in SplashID so that a password must be entered to access the application. You will be required to enter the password when launching SplashID. Once you set a password, SplashID encrypts your data using Blowfish encryption to ensure data security.

• Setting a Password -- To set a password, select Set Password from the File Menu. The Set Password dialog is displayed. Enter a password in the New Password field, and verify the password by entering it again in the Confirm field. 
• Entering a Password -- You will be required to enter your password each time you launch SplashID. You may enter the password using Graffiti, or with one of the onscreen keyboards. You may toggle between the alpha-numeric keyboard and the numeric keypad using the abc/123 button on the top right of the password dialog. The numeric keypad is suitable for entering a numeric password without a stylus, using your fingers.
• Changing a Password -- To change a password, select Set Password from the File Menu, enter your Old Password, then enter and confirm the New Password.
• Removing a Password -- To remove a password, select Set Password from the File Menu, enter your Old Password, then leave the New Password and Confirm fields blank.

Auto-Lock -- Choose Auto-Lock from the Options dialog to specify the period of inactivity that must elapse before SplashID auto-locks. Once SplashID locks, you must enter your password to open SplashID.

Synchronization

Items may be created or edited on the Handheld or Desktop and the changes can be synchronized over your local WiFi network.

By default information is synchronized in both directions, but you can adjust the settings, in iPhone Sync settings which can be opened from the File menu.

In most cases, you will wish to leave the Default setting (on the right) set to Synchronize. This means that after changing it to Desktop Overwrites Handheld and doing a sync, it will revert back to Synchronize for the next sync so you don't have to go back in and change the setting back manually.

Here are the possible sync settings and the results they will bring about:

• Synchronize -- Changes made on the Handheld or the Desktop will be synchronized. If a record is edited on both sides between syncs, both versions of the record will be kept so you can manually compare which one you want to keep.
• Desktop overwrites handheld -- All data on the Desktop is copied to the handheld. Any data on the Handheld will be replaced.
• Handheld overwrites Desktop -- All data on the Handheld is copied to the Desktop. Any data on the Desktop will be replaced.

In order to synchronize, you must do the following:

1. Select the same network that your computer is on for your handheld to join
2. Open the SplashID desktop
3. Select the correct user from the User menu in the SplashID desktop to match the device name
4. Set the passwords the same on both the desktop and handheld software
5. Adjust the iPhone Sync settings in File > iPhone Sync if you wish
6. Start the Sync on the handheld:

1. Select "Sync" from Tools

2. Select your desktop computer

3. Tap "Start Sync"

If your desktop computer cannot be discovered, please see our FAQ on the matter.

Creating an Ad Hoc Network

If you have trouble connecting your handheld and desktop SplashID, or if you want to make your sync connection with the handheld more private, you can set up an Ad hoc network (aka Computer-to-Computer network), and then perform your sync with both devices on that network. Here's how:

Mac OS

1. Click the Airport icon in the menu bar, and select Create Network.
2. Select options for the network such as name and if you wish to password protect it.
3. On the handheld, join the new network from the list in Settings > Wi-Fi.
4. Now open SplashID on both the handheld and desktop and proceed with the Synchronization.

Windows Vista

1. Open Connect to a Network by clicking the Start button , and then clicking Connect to
2. Click Set up a connection or network.
   
3. Click Set up an ad hoc (computer-to-computer) network, click Next, and then follow the steps in the wizard.
4. On the handheld, join the new network from the list in Settings > Wi-Fi.
5. Now open SplashID on both the handheld and desktop and proceed with the Synchronization.

This Vista setup information was gathered from this documentation Here you can find information on setting up an Ad hoc Network in Windows XP.

Import/Export

You can share information with other SplashID Desktop users by exporting and importing your SplashID records. Records can be exported/imported on the desktop in several formats:

SplashID vID
You may import and export SplashID records in SplashID Virtual ID (vID) format, which allows you to export and import records in a secure, encrypted format. vID files may be encrypted by assigning a password when exporting. The recipient of the vID file may import the data into their copy of SplashID Desktop by double-clicking the file, or choosing Import/SplashID vID from the File Menu. If a password was assigned to the file, the recipient must enter the password in order to import the data.

vID files are a convenient way to share records with a coworker or spouse by exporting a vID file, assigning a password (optional), and then emailing the resulting vID file to the recipient. You can even use the vID format as a backup mechanism by periodically exporting a vID file and archiving it on a backup disk.

You can also use the Email button on the SplashID desktop to export vID files and attach them to a new email message. You can do this on the handheld as well using Email Records in the Options menu.

CSV
You may also import and export SplashID records in CSV format. CSV stands for Comma Separated Values, and is a common file format readable by most spreadsheets, databases and word processors. If you wish to import a CSV file, the data must be in the following format:

Type, Field 1, Field 2, Field 3, Field 4, Field 5, Field 6, Field 7, Field 8, Field 9, Date Modified, Notes, Category

It is easy to create the above format in Excel by creating a spreadsheet with 12 columns (as designated above) with one record per row. Then save the file in CSV format.

Note: When importing data, if the type field is blank the record will be placed in Unfiled. If there is a type name and it does not match an existing type a new type will be created.

Importing on the Desktop
There are also predefined import filters for several third-party export formats for Palm OS software including CryptInfo, MobileSafe, TopSecret and YAPS. To import one of these files, you must first export the records from the third-party app to the Memo Pad following the instructions provided with that app, then do the following:

1. After you've exported the data to the Memo Pad, do a HotSync.
2. Launch Palm Desktop (or Outlook, if that's what you sync with) and locate the Memo with the data in it.
3. Select all the data in the Memo and choose Copy from the Edit menu.
4. Launch a word-processor, create a new document and choose Paste from the Edit menu.
5. Save the document as a text file (.txt).
6. Launch SplashID Desktop.
7. Choose Import-> from the File Menu and select the appropriate import type.
8. Choose the text file you saved in step 5.

Backup and Restore

Automatic vID Backups
SplashID Desktop has an automatic backup feature which will allow you to easily recover data in most cases. Whenever the data has been changed, a backup is made each time you exit SplashID Desktop. A vID export file is created (and encrypted with the same password you are using in SplashID) and stored in:

• Mac OS: ~/Documents/SplashID/Backup/SplashID-iPhone_DeviceName.vid
• Windows: ~/Documents/SplashData/SplashID/Backup/SplashID-iPhone_DeviceName.vid

If you later need to restore this data, simply double-click the .vid file and you will be prompted for a password and the data will be imported into SplashID Desktop.

You may change the location that this file is backed up to in SplashID Desktop Options.

Manual vID Backups
You may also perform a manual backup of your data by selecting Backup from the File menu. This will export your SplashID Database in vID format to whatever location you select. You will be given the option to set a password as well, which will encrypt the data and require the password to restore it.

Restore
Select Restore from the File menu to restore a vID file that has been backed up either automatically or manually as described above. The password will remain the same for the application even if the password for the backup file was different.

Desktop
The SplashID Desktop database file is automatically saved to the SplashID directory on your hard drive each time you exit the application. You may back up this file as an added precaution in case of a hard drive failure. To restore the backup file simply copy it into the SplashID directory. Then the next time you launch SplashID it will open the file. This file is stored here:

• Mac OS: ~/Documents/SplashID/<Device Name>/
• Windows: ~/Documents/SplashData/SplashID/<Device Name>/

You may change the location that this file is saved to in SplashID desktop Options.

Handheld
Each time you sync with iTunes, the SplashID database file on the handheld is backed up along with the rest of the device data. In the event of a failure, this data can be restored via the Restore option in iTunes sync.