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SplashID Safe for Mac User Guide

 

Table of Contents

Introduction
 • Installation
 • Activation
 • Quick Start
Application Features
 • Preferences
 • Web Auto-Fill
 • Safari Plugin
 • Database Sync
 • Edit Dialog
 • Automatic Password Generator
 • Custom Field Labels
 • Masking
 • Finding Records
 • Security
 • Synchronization
 • Global Sync
 • Importing and Exporting
 • Backup and Restore

This User Guide covers the desktop version of SplashID. For mobile device versions, visit our website: SplashID User Guides

 

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.

Installation

After downloading the DMG file, it should mount itself on your desktop. Inside the disk image is the SplashID Installer. Double click to run it, and follow the prompts.

You may optionally install a Safari Plugin that will install a search box for SplashID Web Logins in your Safari browser bar. This is very handy for quickly logging into websites you have stored in SplashID. For more info on this feature, see the Safari Plugin section.

SplashID will install the plugin for only one user - the active user in the SplashID desktop at the time of installation. If you need to change the user for which it is installed, you can do this at any time by reinstalling the plugin using the same method.

Note: The Mac App Store version does not have the Safari Plugin feature.

Activation

When you launch SplashID you will be prompted to activate. If you have purchased already, just enter the email address you used to purchase. You can activate on up to two machines before you will need to purchase additional licenses. If you have not yet purchased, you can do so without leaving the application. If you are a licensed owner of a previous version, enter your registration code to qualify for the reduced upgrade pricing.

Quick Start

  1. Launch SplashID and you will be asked to enter your email ID. This is used both for activation purposes as well as to uniquely identify your database with yourself.
  2. You will then be asked to set a password, and a hint. Make sure you can remember this password, because it cannot be removed or reset without deleting your data.
  3. Next, you will see the Panel View with several sample records will be displayed.
  4. Click New to create a new record or double click a sample record to edit it. In the Edit View select a Type, such as Credit Card or Web Login, and you will see the Field Labels change accordingly.
  5. Click Done when you are finished entering the information for the new record and you are returned to the Panel View.

 

Application Features

When you launch SplashID you are presented with the Panel View, which displays a list of your items in a 3-panel layout. 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.

Panel View
Panel View

List View
List View

Tree View
Tree View

SplashID Safe has some great features:

  • Pattern Login -- If you are a fan of this feature on the iPhone application, you can now use the same method to login to the desktop.
  • 3 Record Views -- Use the View Mode buttons to select from the default Panel View, traditional List View, or hierarchical Tree View. Select a record from the List to display the details in the Detail Pane on the right.
  • Smart Types -- The Panel View has a small mini-panel at the bottom left which displays 10 of each of the following Smart Types: Most Viewed, Recently Modified, and Recently Viewed. These are similar to Smart Playlists in iTunes.
  • Customize the Toolbar -- Now you can change the selection and layout of the buttons on the top toolbar. Click the Customize button to adjust which buttons are displayed, where they are located, and how much space lies between them.
  • 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 left 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).
  • Sorting -- In the List View, 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.
  • Attach Files -- Attach any file to the record for future reference. Attached files are saved in a folder next to the database.
  • Reminder feature for individual records -- To use it, double click a record to edit, then click the Reminder button. Choose the date in the future you want to be reminded to update the record. Save. You'll get the reminder when you launch on that day. Great for passwords that you need to change regularly or credit cards expiration dates.
  • Copy field -- Hover your mouse pointer over the field you wish to copy, then click the Copy button to copy that field to the clipboard. You may then paste this field into another application Note: You may also type Command-1 through Command-9 to copy fields 1 through 9 to the clipboard.
  • DeDupe -- In the File menu, you'll find this tool that searches your database for duplicate records and offers to delete them, free of charge.
  • Install to Removable Device -- Also in the File menu, this command will install a copy of SplashID on a removable device such as a USB thumb drive and a copy of your database. Then you will be able to take SplashID with you and run it from any remote computer.

Preferences

Options

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

Security

  • Clear Clipboard -- Instruct SplashID to clear copied text from your system's clipboard either on exit or after a specified number of minutes.
  • Run SplashID on Startup -- Automatically start SplashID when you log into you system.
  • Auto-Submit Web Logins -- Check this box to automatically submit forms when using the Web Auto-fill feature.
  • Clear Filters on Exit -- Resets the filter settings to the default when you quit the app.
  • Play sound on Lock/Unlock -- Turns on or off the "click" sound you hear at login.
  • Auto lock -- Set the period of inactivity that must pass before the application locks itself. For your security, the limit is 60 minutes.

Data/Backup

  • 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.
  • Enable Auto Backup -- If enabled, a VID backup file of your database will be emailed to you. You can set how often this happens in the field below. The VID file can be imported in case of a catastrophic loss of data. Your SplashID password protects the file.

Format

  • Font -- Select the Font type, style, size and color from the fonts on your system.
  • 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 -- Select which field data columns you would like to display in the List View.

Sync - Edits the mobile device Synchronization settings.

 

Web Auto-Fill

For Web Logins, you can have SplashID launch Safari 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. For example, for Amazon.com, use https://www.amazon.com/gp/css/account/address/view.html.
  • This may not work with all sites.

Safari Note: The Mac App Store version does not have the Safari Plugin feature.

You have the option of installing a browser plugin (Safari only) that will add a search box to the address bar. With this you can quickly look up a Web Login from your SplashID database.

To install the plugin, run the SplashID desktop and select "SplashID Safari Plugin" from the File menu, and select Install. SplashID will install the plugin for only one user - the active user in the SplashID desktop at the time of installation. If you need to change the user for which it is installed, you can do this at any time by reinstalling the plugin using the same method. To uninstall the plugin, go to File > SplashID Safari Plugin > Uninstall.

Plugin

Here is a breakdown on the plugin features:

  • Search Box -- Enter some text to search on, like Amazon, and SplashID will display matches. Click on a matching Web Login to open the URL and autofill the username and password. Click on a matching Other Record to view the details for copy and paste purposes.
  • Click the SplashID button to access menu options:
    • SplashData.com -- Opens our website so you can explore our software catalog.
    • Web Logins -- Select one of your Web Logins from the list to en the URL and autofill the username and password.
    • Other Record Types -- Use this to access other types of records, such as membership numbers and credit cards, so that you can copy and paste the numbers into a field on the page you are viewing.
    • New Record -- Opens SplashID desktop with the Edit Dialog open for a new record.
    • Security Preferences -- Set the timeout period for the browser plugin. When this period expires, you will be required to reenter your password to use the plugin.
    • Auto-Submit Web Logins -- Click this to turn on the feature that will automatically submit forms when using the Web Auto-fill feature.

Note: The Mac App Store version does not have the Safari Plugin feature.

Database Sync

database sync

Note: This is a desktop to desktop sync solution. This is not the feature used to sync with mobile devices. For mobile device sync, see Synchronization.

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 version 5 or later 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.

Edit Dialog

  • 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 Preferences .
  • Buttons --
    • Icon: opens the icon selector. You can also add a custom icon to any record - just click Add Icons from the icon picker screen.
    • Attach File: Attach a file (1 MB or less) to the record for future reference by clicking the button next to the Attachment field. Attached files are saved in a folder next to the database.
    • Generate opens the Automatic Password Generator (below).
    • Customize opens the Custom Field Label dialog.
    • Delete deletes the current record, after confirming that is what you wish to do.
    • Duplicate creates a copy of the record.
    • Print prints the record you are editing.
    • Reminder allows you to set a reminder that will appear on launch on the selected date.
    • Cancel exits the record, discarding any changes.
    • Save exits the record, saving any changes.

Automatic Password Generator

To open the Automatic Password Generator, click the Password button in the Edit Dialog.

To create a password:

  1. Set the Length and/or strength.
  2. Check or Uncheck the pronounceable setting.
  3. Choose from the Character Sets one or more options of letters, numbers, symbols, or a combinatory thereof.
  4. Click Generate. click again until you get a suitable password.
  5. Click OK when you have decided.

Categories and Types

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.

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 -- Click the Edit Types button in the bottom left. You may create an unlimited number of Types. Several sample Types are provided, which you may edit or delete. Select an existing type and click edit, or click 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 checkbox 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 by clicking the Custom button in the Edit Dialog.

Masking

Fields that are Masked appear as four asterisks (****). You may show or hide the masked data by clicking the Mask toggle on the upper right corner of the screen. 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.

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 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 both AES and 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. You may also choose to set the password as a pattern you can draw to login, just as on the iPhone version.

    You will also be asked for a hint and a hint question. If you have trouble remember your SplashID master password, you can request the hint from the login dialog. Then you will be asked your hint question, and if you answer correctly, the hint will be displayed.
  • Entering a Password -- You will be required to enter your password each time you launch SplashID. You may enter the password using the keyboard or the pattern login described below.
  • 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.

Pattern Login -- If you are a fan of this feature on the iPhone application, you can now use the same method to login to the desktop. Each dot represents the numbers 1 through 9. You can draw a pattern using 3 or more of the dots in connection, with the only limitations being that the pattern cannot cross over itself or connect dots not immediately adjacent. You can draw diagonally, for example, but only to the nearest diagonal neighbor.

Pattern

Auto-Lock -- Check Choose Auto-Lock in the Preferences > Security 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.

Reset SplashID -- In the File menu, you will find a tool that helps you to erase data and preferences for SplashID. This is useful, for example, when you are leaving a computer behind and want to remove your SplashID information completely. In the reset process, you will have the option of securely or archiving data, and you can reset just one user or all users on the system. If you opt to securely erase, make sure you have your data somewhere safe, such as on a new computer or on your handheld device to be transferred to a new computer when you get there.

Synchronization

Items may be created or edited on the Handheld or Desktop and the changes can be synchronized over your local Wi-Fi network. By default information is synchronized in both directions, but you can adjust the settings, in Sync settings which can be found in the Preferences dialog.

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.

Conduit

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, the latest edit will win.
  • Mac overwrites mobile device -- All data on the Desktop is copied to the handheld. Any data on the Handheld will be replaced.
  • Mobile device overwrites Mac -- 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. Have your handheld and desktop computer join the same network
  2. Open the SplashID desktop and Select the correct user from the User menu
  3. Set the passwords the same on both the desktop and handheld software
  4. Adjust the Sync settings in Preferences if you wish
  5. Start the Sync on the handheld:
    • iPhone - Tap the Sync button on the bottom toolbar, then select your desktop name and tap Sync Now
    • Android - Press the menu button, then select Synchronize, then select your desktop name and tap Sync Now
    • BlackBerry - Press the menu button, then select Wi-Fi Sync, then select your desktop name and press Sync Now

SplashID Global IP Address Synchronization

You can sync with the Mac even if you don't have Wi-Fi. It is more difficult, however, because it requires making your Mac IP address globally reachable from your iOS device. Here is a general guide.

You need to reach your Mac via the internet connection on your iOS device. This means you need your global IP address. This may be different from your Mac's IP address if there is an kind of router (eg. Airport base station) between you and the internet. The global IP address is the address of the Cable or DSL modem on the internet - essentially the internet address of your home.

Determine your global IP address by going to: http://whatismyip.com

If your Mac is connected directly to your Cable/DSL modem, ie. connected "Directly" to the internet, then it probably already has a global IP address. To determine if your Mac has a different "local" IP address, go to System Preferences > Network, and see if it matches http://whatismyip.com

If your Mac is connected (by ethernet or Wi-Fi) to a router, like an Airport base station, then you would need to forward your SplashID port to the local IP address. If you have an Apple Airport base station, see below. If not, go to http://portforward.com - this portal pretty much covers all the Wireless Router and Modems.

To forward ports with an Apple Airport base station, open the Airport Utility (found in Applications > Utilities), double click the base station, click the Advanced tab:

Port Mapping

 

Then click the Port Mapping tab, then click the plus button.

Port Mapping

In the Publish TCP Port and Private TCP Port fields, put 6674.

In the Private IP Address field, put your Mac's local IP address. You can obtain your local IP address fromSystem Preferences > Network.

Click Continue and put SplashID in the Description field, then click Done. Then click Update and the base station will restart.

Port Mapping

Once you have updated the Base Station settings to forward this port to your Mac, you can now sync with the SplashID desktop:

  1. Tap the sync button in SplashID on the device
  2. Select Enter SplashID Desktop IP Address To sync with >
  3. Put the global IP address into the field, then Tap Done
  4. Start Sync

Again, you can obtain this IP address from http://whatismyip.com

 

Import/Export

You can share information with other SplashID Safe 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 Safe 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.

You have the option of exporting a version 5, version 4, or version 3 vID file. This helps with backwards compatibility. Since version 5 or later databases may contain attached files, these will not be supported by version 4.

To export a version 5 vID file (for use in SplashID 5 or 6), go to File > Export > SplashID vID. You may also export by right-clicking a record in the list and selecting Export.

To export a version 4 vID file, go to File > Export > SplashID vID, but uncheck the Export Attachments checkbox in the export dialog.

To export a version 3 vID file, go to File > Export > SplashID vID3. This only exports fields 1 thru 6 and the Notes, so it can be imported into SplashID 3.

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.

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: "Month DD,YYYY",Notes,Category

It is easy to create the above format in Excel by creating a spreadsheet with 13 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.

Backup and Restore

Automatic vID Backups
SplashID Safe 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 Safe. A vID export file is created (and encrypted with the same password you are using in SplashID) and stored in:

~/Library/SplashID/Backup/Backup-<user>/

Up to 5 backups will be saved incrementally. You can see which is most recent by the file date. When 5 backups have been saved, SplashID will start saving from backup 0.vid again. This is helpful in cases where you had data loss and then exited the application. The most recent backup may be empty, but the previous backups are likely to contain your data.

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 Safe.

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

Automatic Email vID Backups
There is also an option in Preferences to have a backup VID file emailed to you on a specified schedule (every day by default) so that you can potentially store this on an email server in case of catastrophic data loss such as a failed hard drive.

Preferences Data

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 Safe 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:

~/Library/SplashID/<user>/

You may change the location that this file is saved to in SplashID Desktop Preferences.