|
SplashID provides quick and easy access to all of your sensitive 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 Windows Mobile handheld
and SplashID on your desktop computer.
SplashID on the handheld and SplashID Desktop are virtually identical.
This user guide 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 perform a Sync
operation to synchronize the data with your handheld.
Connect your handheld device to your desktop computer. Run the Installer
and follow the on screen instructions. At the end of installation, the
software will install on the handheld. The installer installs the following
files:
- SplashID.cab -- The application used to view and edit information
on the handheld.
- SplashID Desktop -- A desktop application used to view and
edit information on the desktop.
- SDPlatformMgr.dll and SIDProv.dll -- Extension
for the Desktop application.
- SplashID User Guide -- This User Guide.
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.
Quick Start
- Launch SplashID and the List View will be
displayed with several sample records.
- Press Tools > New
to create a new record, or select an existing record to edit.
- In
the Edit
View select
a Type, such as Credit Card or Web Login,
and you will see the Field Labels change
accordingly.
- Press Done when you are finished entering the information for
the new record and you are returned to the List View.
- 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.
When you launch SplashID you are presented with the List View, which
displays a list of your items. Items are records of information, like
a credit card number and expiration date; or a website username and
password.
List View |
Type Menu |
Category Menu |
- 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 Type (see Types and Categories).
- 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 Types
and Categories).
- Sorting -- Tap the column header to sort by that column.
Tap again to reverse sort. The sorted column displays a triangle
indicating the sort order.
- Resize columns -- You may resize a column by dragging the
left/right edges of the column header.
- Find - The left soft key is designated for the
Find tool. Press this button to open the Find dialog. Here you can
select to search on all fields, or just specified fields. You can
also select to search on the whole word only and make it case sensitive
if you wish. When a find has been performed, the left soft key will
change to "Find All," which you can press to view all records again.
To open the menu options for any screen, tap the Tools menu. In the
List view, this will display the following menu options:
List View Menu Options |
Choose Row Color |
Find Dialog |
The List view contains the following menu commands:
- Tree View -- Select to view your records in a tree format in Tree
View.
- New -- Creates a new record.
- Mask/Unmask Fields -- Show or hide Masked
fields.
- Lock Now -- Locks SplashID immediately and requires a password
to open the data again. See Security for
more information.
- Set Password -- Select Set Password to password protect
SplashID. See Security for more information.
- Security Options -- Security Options allows you to specify
a period of time after SplashID becomes idle before the application
locks and requires a password. See Security for
more information.
- Getting Started -- Opens the Getting Started
wizard that is displayed the first time you run the application.
- Email Records -- Exports a vID file which you can then email as
a means of sharing or backing up data.
- Import vID File -- Allows you to browse for a file on the device
or memory card to import. This is a good workaround to import data
exported from the Mac version of the SplashID desktop.
- Prefs:
- Set Row Color -- You may select a custom row color for
the List View, or select white if you do not wish to have a row
color.
- Set Header Color -- You may select a custom
row color for the Header row.
- Show Columns -- The Show Columns dialog lets you select
the columns to display in the List View. Note: The column settings
are remembered for each record Type. For example, you can show
two columns when viewing Web-Logins and three columns when viewing
Credit Cards.
- Choose Font -- Opens the font picker
dialog where you can select a font to use in the application
and set the font size.
- About -- Displays the version and registration code.
- Exit -- Closes the application fully.
Tree View |
Tree View allows you to see your records in a
Tree format. The left soft key will allow you to search your
records and display relevant results. Tap a plus symbol to expand
a branch, or double tap the branch name.
The Tree View offers the following Tools menu options:
- List View --
Switches to the List View.
- New -- Creates a new record.
- Lock Now -- Locks SplashID immediately and requires
a password to open the data again. See Security for
more information.
- Security Options -- Security Options allows you
to specify a period of time after SplashID becomes idle before
the application locks and requires a password. See Security for
more information.
- Set Password -- Select Set Password to password
protect SplashID. See Security for
more information.
- Exit -- Closes the application fully.
|
Detail View |
Tap an item in the List View to view its details
in the Detail View. Each item can contain up to 9 fields, an
icon, plus additional notes. *New in SplashID 4 - You can now
tap a URL or phone number to open the web page or call the number.
The Detail View offers the following Tools menu options:
- New Record -- Creates a new record.
- Edit Record -- Edit the displayed record.
- Duplicate Record -- Duplicates the displayed
record.
- Delete Record -- Deletes the displayed
record.
- Mask/Unmask Fields -- Show or hide Masked
fields.
- Email Record -- Exports a vID file of the
displayed record, which you can then email as a means of sharing
or backing up data.
- Choose Font -- Opens the font picker
dialog where you can select a font to use in the application
and set the font size.
|
Edit Dialog
Enter the Edit Dialog for a given record by selecting Edit Record
from the Tools menu or tapping anywhere on the screen in the Detail
View.
The Edit Dialog offers the following Tools menu options:
- Delete Record -- Deletes the displayed record.
- Edit Note -- Opens the Notes dialog where you
can enter additional text about the record.
- Choose Icon -- Opens the Icon Picker to select
a custom icon for the record.
- Customize Fields -- Opens a dialog where
you can select custom field labels specifically for the selected
record and change the masking settings for each field.
- Generate Password -- Opens the Password
Generator.
Edit Dialog |
Icon Picker |
Notes |
Automatic Password Generator
|
To bring up the Automatic Password Generator
in
Edit Dialog, place the cursor in the field
where you want to generate a password, then select Generate Password
from the Tools menu.
To create a password:
- Select one or more options of letters, numbers, symbols, or
a combination thereof.
- Set the Length.
- Check or Uncheck the pronounceable setting.
- Tap Generate.
- Select one of 10 passwords from the Password menu at the
top.
- Tap Generate again to generate a new set.
- Tap
OK when you have decided.
|
Edit Types |
Edit Categories |
The difference between Types and Categories
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.
Define Type |
Edit Types -- Select Edit Types from the type 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. Select
an existing type and tap 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 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, on a record by record
basis by selecting Customize Fields from the Tools menu
when in the Edit Dialog. |
Masking
|
Fields that are Masked appear as four asterisks
(****). You may show or hide the masked data by selecting
Mask/Unmask Fields from the Tools menu.
If you wish to permanently mask or unmask a field for a
given Type, you can change its mask setting in the Edit
Type dialog.
If you wish to change the mask settings for the specific
record, you can do this in the Custom
Field Labels dialog. |
|
Set Password Dialog |
Numeric Login |
Security Options |
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, or when waking your device if SplashID was
last running when it went to sleep. 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 Tools menu in either the List View or Detail View. 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 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 next use your
handheld if SplashID was last running when it became idle. You can
choose whether to use the numeric or alphabetic keypads to enter your
password.
- Changing a Password -- To change a password, select 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 -- Choose Security Options from the
Tools menu to specify the period of time that must elapse before
SplashID auto-locks. Once SplashID locks, you must enter your password
to open SplashID.
If you wish, you may specify a longer delay, at the risk of less security.
If you have specified a longer delay (e.g., 10 minutes) but then desire
to lock SplashID immediately, you may select Lock Now from the Tools
menu.
You may also check the box for "Lock Immediately in background"
which means that if you switch to another application, SplashID will
lock automatically. This is recommended because SplashID continues to
run if you switch to another application without exiting.
Buttons
There are buttons scattered around the SplashID Desktop window, situated
by proximity to where they are to be used:
   -- Views:
Switch between Panel View, List View, and Tree View, respectively.
|
 -- Options:
Opens the Options dialog (below).
|
 -- Lock
Now : Locks SplashID immediately and requires a password
to open the data again.
|
 -- New
Type: Opens the Edit Type Dialog for a new Record
Type. Available in Panel View only.
|
 -- Duplicate
Record: Opens the Edit Record Dialog for a duplicate
of the selected record.
|
 -- Show
Details : Shows or hides the Record Detail Pane.
|
 -- New
Record: Opens the Edit Record Dialog for a new record.
|
 -- Edit
Record: Opens the Edit Dialog for the selected record.
You can also double click the record.
|
 -- Delete
Record: Deletes the selected record. You can also
hit the Delete key.
|
 -- Mask/Unmask:
Masks/Unmasks field data that has been specified as masked. See Masking.
|
 -- Email
Records: Exports selected or all records to vID file,
then attaches it to a new email.
|
 -- Web
Auto-Fill : Launches Internet Explorer and fills in
record data for selected URL. More info.
|
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:
- Auto-lock -- You can choose to have SplashID
lock automatically after a specified period of inactivity.
- 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.
- Default Backup Location -- Change the location
that the automatic vID backup is saved to.
- Search Options -- Select to either search on Field
1 only, or search in all fields when using the lookup tool. Searching
on all fields will have a slower response, but you will get results
that find the search string in any field, instead of just Field 1.
Searching on just Field 1 is the same behavior as SplashID 3.x.
- Auto-Submit Web Logins -- Check this box to automatically
submit forms when using the Web Auto-fill feature (below).
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.
To synchronize multiple database files:
- Click Add File and select a remote database to sync with. (Your
database does not need to be selected).
- 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.
- Set In Case of Conflict -- Current wins or Remote wins.
- Set Sync on Startup preference.
- Set Sync on Exit preference.
- Check the boxes for the databases you would like to sync.
- Select Sync Selected or Sync Now.
Synchronization
SplashID 4 has 2 types of sync available:
- Sync Provider for Active Sync and Windows Mobile Device Center
- This is the same sync functionality found in SplashID 3. When the
sync provider is checked in the sync options of the Windows Mobile
Device Center or Active Sync, SplashID will sync automatically when
the device is connected. This may not work with Windows Mobile 6
devices.
- RAPI Sync - This is recommended for most Vista users and especially
Windows Mobile 6 devices. There is a sync option in the menu bar
of the SplashID desktop. Click this and select Sync to synchronize
the device.
With both types of sync, the device must be connected, and SplashID
must be installed on internal Device memory in order to sync. Also,
the passwords must match on the desktop and handheld applications.
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.
*New in SplashID 4* -- 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 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.
SplashID data is stored on both the handheld and the desktop, and each
acts as a backup of the other. So, in effect, if you lose the data on
one of these devices through a catastrophic event (e.g., hard drive
failure), the data will be restored to that device from the other device
during your next Sync.
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:
My Documents\SplashData\SplashID\Backup\SplashID-WinCE-UserName.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 saved 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
My Documents 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:
My Documents\SplashData\SplashID\<Device
ID>\SplashID Database.sdb
You may change the location of the SplashID Desktop database file by
selecting Change Database Location from the File menu and selecting
a different directory. You may choose a local directory on your computer
or a network directory. If the desktop database file is unavailable
during a sync operation the SplashID synchronization process will be
skipped. |
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-9 to copy fields 1 through 9 to the clipboard. 
