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SplashID User Guide
SplashData, Inc.
270 Eakin Dr.
Bainbridge Island, WA 98110
http://www.splashdata.com
SplashData
Yahoo Group
Table of Contents
Introduction
Installation
Registration
Quick Start
List View
Menu Options
Edit Dialog
Automatic Password Generator
Categories and Types
Custom Field Labels
Masking
Finding Records
Security
Importing and Exporting
Backup and Restore
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 an encrypted, password protected format.
Run the Installer and follow the on screen instructions. The installer
installs the following files:
- SplashID Desktop -- A desktop application (for Mac and Windows)
used to view and edit information on the desktop.
- 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.
Quick Start
- Launch SplashID and the List View will be
displayed with several sample records.
- click New to create a new record. In the Edit
View select a Type, such as Credit Card
or Web Login, and you will see the Field Labels
change accordingly.
- click Done when you are finished entering the information for the
new record and you are returned to the List View.
- It is recommended you set a password to protect your data, which
you can do by selecting Set Password from the File menu. Make sure
you can remember this password, because it cannot be removed or reset
without deleting your data.
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 username and password
for a web-site.
- 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).
- 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 many also type Control-1 through Control-7 to copy fields
1 through 7 to the clipboard.
The File menu contains the following menu commands:
- Set Password -- Select Set Password to password protect SplashID.
See Security for more information.
- Edit Types -- Opens a dialog where you define the
record Types (see Categories and Types).
- Edit Categories -- Opens a dialog where you define
the record Categories (see Categories and Types).
- Print/Print Preview -- You may print the currently
displayed items.
- Import/Export -- You may transfer data to/from SplashID Desktop
(see Import/Export).
- Backup/Restore -- Manually make backups of your
data, or restore data from a backup file. (see Backup
and Restore).
- Auto-Lock -- Locks SplashID immediately and requires a password
to open the data again. See Security for more
information.
- Exit - Quits the application.
The Edit menu contains the following menu commands:
- Cut -- Removes the selected record(s) and places it on the
clipboard.
- Copy -- Copies the selected record(s) to the clipboard.
- Paste -- Pastes the clipboard item(s) to the
- Select All -- Selects all records displayed.
- Copy Field -- You can copy the data in a specific
field of the selectred record using the listed key shortcuts or use
the clipboard button next to desired field data:
The Item menu contains the following menu commands:
- New Item -- Creates a new record.
- Edit Item -- Opens the Edit dialog for the selected record.
- Delete Item -- Deletes the selected record. You can select
multiple items with Ctrl-click.
- Duplicate Item -- Select Duplicate Record to create a copy
of the selected record. This is an efficient way to create a new item
that shares many of the same attributes as the current item.
- Customize Fields -- Assign Custom
Field Labels to the selected record.
- Find -- Opens the Find dialog where you enter text
and display records containing the search criteria.
The View menu contains the following menu commands:
- Show Columns -- The Show Columns dialog lets you select the
columns to display in the List View; and whether or not to display
the Header Row. 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.
- Hide Details -- Hides the Detail Pane where record
details are displayed on the right.
- Mask\Unmask -- Shows or hides the data in masked
fields.
- 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 Font -- Select a font style for the List View.
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.
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 6 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 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 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 6 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.
Default Types
SplashID includes the following built-in Types, which may be modified
or deleted:
| |
Type |
Field 1 |
Field 2 |
Field 3 |
Field 4 |
Field 5 |
Field 6 |
 |
Bank Accounts |
Description |
Account # |
PIN |
Name |
Branch |
Phone # |
 |
Birthdays |
Description |
Date |
|
|
|
|
 |
Calling Card |
Description |
Access # |
PIN |
|
|
|
 |
Clothes Size |
Description |
Shirt size |
Pant size |
Shoe size |
Dress size |
|
 |
Combinations |
Description |
Code |
|
|
|
|
 |
Credit Cards |
Description |
Card # |
Expir. Date |
Name |
PIN |
Bank |
 |
Email Accts |
Description |
Username |
Password |
POP3 Host |
SMTP Host |
|
 |
Emergency Info |
Description |
Phone # |
|
|
|
|
 |
Frequent Flyer |
Description |
Number |
Name |
Date |
|
|
 |
Identification |
Description |
Number |
Name |
Date |
|
|
 |
Insurance |
Description |
Policy # |
Group # |
Insured |
Date |
Phone # |
 |
Memberships |
Description |
Acct # |
Name |
Date |
|
|
 |
Phone Numbers |
Description |
Phone # |
|
|
|
|
 |
Prescriptions |
Description |
Rx # |
Name |
Doctor |
Pharmacy |
Phone # |
 |
Serial Numbers |
Description |
Serial # |
Date |
Reseller |
|
|
 |
Vehicle Info |
Description |
License # |
VIN # |
|
|
|
 |
Voice Mail |
Description |
Access # |
PIN |
|
|
|
 |
Web Logins |
Description |
Username |
Password |
URL |
|
|
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 Field Label itself, or by choosing Customize Fields from the
Item Menu. |
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.
 You
may search for records in SplashID by selecting Find from the Item menu
(or pressing Ctrl-F). The Find dialog appears. Enter the text you are
searching for and click OK. All fields in all records in SplashID will
be searched and any matching records will appear in the Find Results
dialog. You may then click an item to go to the Detail View for that
item. Note: You may only perform a Find when you are running SplashID.
When SplashID is not running, the data is encrypted and unsearchable.
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, click the
Menu icon and select Password from the Options 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 Password
from the Options Menu, enter your Old Password, then enter and confirm
the New Password.
- Removing a Password -- To remove a password, select Password
from the Options Menu, enter your Old Password, then leave the New
Password and Confirm fields blank.
 Auto-Lock -- Choose Auto-Lock from
the Options menu to specify the period of inactivity that must elapse
before SplashID auto-locks. Once SplashID locks, you must enter your
password to open SplashID.
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 an 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.
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, custom 1, custom 2, custom 3, custom 4, custom 5, custom 6,
Notes, Category
It is easy to create the above format in Excel by creating a spreadsheet
with 8 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.
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-_Standalone_.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.
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.
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:
My Documents\SplashData\SplashID\_Standalone_
You may change the location of the SplashID 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. |
