SplashID 4 Reviewers Guide   Table of Contents Introduction Press Resources Installation Registration Quick Start What's New in Version 4?   > Toolbars   > Tree View   > New Menu Options   > Active URLs on handheld   > Updated Icons   > More Fields   > Automatic Password Generator   > Security New in SplashID Desktop   > Overview   > Buttons   > Options   > Web Auto-Fill   > Database Sync

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 Palm OS handheld and SplashID on the desktop (Windows and Macintosh).

SplashID 4 is currently available for Windows users only. Mac development is underway.

Press Resources

A complete user's guide, including detailed installation instructions, can be downloaded here:

• SplashID User Guide

You can find resources for the press, including press releases, in our News section:

• SplashData Press Materials

You can stay up-to-date on the latest happenings with SplashData at our blog:

• http://splashdata.blogspot.com/

Please feel free to use the images in this guide for review purposes, or contact us for additional images if needed.

Installation

Run the Installer and follow the on screen instructions. You will be required to HotSync your Handheld to complete the installation. The installer installs the following files:

• SplashID -- A Palm OS application used to view and edit information on the handheld.
• SplashID Desktop -- A desktop application (for Mac and Windows) used to view and edit information on the desktop.
• SplashID Conduit -- A HotSync Conduit used to synchronize data between the handheld and the desktop.
• SplashID User Guide -- This User Guide.

After the HotSync operation is complete, go to the Palm Applications Launcher and tap the SplashID icon to launch SplashID.

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. The registration code must be entered in both the desktop application and the Handheld application.

Upgrades -- If you are upgrading from an older version to version 4.x, you will need to purchase the upgraded registration code for $9.95.

Quick Start

1. When you first launch SplashID, you will see the Getting Started wizard. It will take you through the basic functionality 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 several sample records. You can also select the Tree View button to view your records in a tree format.
4. Tap New 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.
5. Tap Done when you are finished entering the information for the new record and you are returned to the List View.
6. 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.

What's new in version 4?

Toolbars

Toolbar -- A new contextual toolbar has been added to give quick access to priority functionality. 5-way navigation is supported throughout. Lookup -- Enter text into the Lookup field at the bottom of the screen to select the first matching item in the list. Several buttons appear at the bottom of the List View screen: New -- creates a new record within the current Type and Category. Mask -- show/hide masked fields. Tree View -- brings you to the Tree View. Lock -- Locks SplashID immediately and requires a password to open the data again. See Security for more information.

Tree View

Tap the Tree View button to view your records in a tree layout. Tap the plus buttons or the branch name to expand the records. Several buttons appear at the bottom of the Tree View screen: New -- creates a new record within the current Type and Category. List View -- returns you to the List View. Lock -- Locks SplashID immediately and requires a password to open the data again. See Security for more information.

New Menu Options

Menus have been improved overall, with some new features: Shortcuts -- More menu shortcuts are available for quick access to advanced users. Email Records -- Exports a secure vID file and attaches it to a new email message in the email program you select. Getting Started -- Launches the Getting Started wizard.

Active URLs

Enter the Edit Dialog and you will see a number of updated features. One feature Treo users will love is the active URL links. Just tap the URL field and you will be asked if you want to launch the web browser with that destination.

Updated Icons

The icons in the Icon Picker have been updated for a better high resolution look and feel. In addition, SplashID supports Custom icons which are available from third-party vendors, as well as icons created with icon editing applications like Icon Manager.

More Fields

Four additional fields were added, including 3 that the user has access to, bringing the total number of fields to 10 plus a Notes field. The 10th field is the date modified field, which will dynamically update to show the last date the record was modified, which is useful for regularly changing passwords or duplicate compare. Additionally, any field witih a label of "Date" will offer a convenient date picker tool to select the appropriate date. 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 tapping the Field Label itself, or by choosing Customize Field Labels from the Edit Dialog Menu Options.

Automatic Password Generator

There are three ways to bring up the Automatic Password Generator in Edit Dialog: Select the Password Generator button from the toolbar. Tap the bullet next to a masked field. Choose Password Generator from the Options menu. To create a password: Choose from the Include 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. Set the Length. Check or uncheck the pronounceable setting. Tap Generate. A list of 10 passwords will be displayed in the "Select Passwords Generated" menu. Tap Next Set to refresh the list of generated passwords. Tap OK when you have decided.

Security

Set Password Dialog

Enter Password Dialog

Numeric Keypad option

• Setting a Password -- The Set Password dialog is now displayed on the first launch, after the Getting Started wizard completes. Enter a password in the New Password field, and verify the password by entering it again in the Confirm field. 
• Hint -- You can enter a hint to remind you of your password if you forget.
• Password Generator -- 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.
• Security Options -- Choose Security Options from the Options menu to specify the period of time that must elapse before SplashID auto-locks. The default setting is 3 minutes.
• Password Lock-out -- If you enter the incorrect password 5 times, you will be warned that you have only 5 attempts left. After 10 failed attempts to login, the application will be locked and the data can only be erased to start over.

New in SplashID Desktop

List View	SplashID Desktop has been completely revamped. Desktop is similar to SplashID on the Handheld, with the following additional 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 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. Find -- Enter a few letters in the Find box to instantly display results in the view below.
Panel View
Tree View

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 Options from the Edit menu, you will see the dialog to the left, with the following options: Set Font -- Select the Font type, style, size and color from the fonts on your system. Show Columns in List View -- Select which field data columns you would like to display in the List View. 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.

• 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.
• Backup Location -- Change the location that the automatic vID backup is saved to.

Web Auto-Fill

For Web Logins, you can have SplashID launch Internet Explorer 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:// or www. Find the correct URL to get to the login screen on the selected website -- this is often not the homepage.
• On Vista and/or Internet Explorer 7, you must disable Protected Mode in:
  • Tools > Internet Options > Security > Uncheck "Enable Protected Mode"
  • Click Apply, then restart Internet Explorer.
• 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. At the time this User Guide was written, that means only SplashID 4 for Palm OS users and SplashID 4 Desktop Only users.

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.