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
Record View
Edit View
Automatic Password Generator
Categories and Types
Custom Field Labels
Masking
Security
SplashID Desktop
Importing and Exporting
Backup and Restore

Introduction

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 Smartphone and SplashID on your desktop computer.

SplashID on the phone and SplashID Desktop are virtually identical. This user guide focuses on the features in SplashID on the phone. 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 phone.

Installation

Connect your phone to your desktop computer. Run the Installer and follow the on screen instructions. At the end of installation, the software will install on the phone. The installer installs the following files:

• SplashID.exe -- The application used to view and edit information on the phone.
• SplashID Desktop -- A desktop application used to view and edit information on the desktop.
• SDPlatformMgr.dll and SIDProv.dll -- Extensions for the Desktop application.
• SplashID User Guide -- This User Guide.

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 phone application.

Quick Start

1. Launch SplashID and the List View will be displayed with several sample records.
2. Use the nav joystick to select a record, pressing the joystick to view the record. Press the joystick to return to List View.
3. Press the New key on the bottom left of the screen to create a new record. In the Edit Record View select a Type, such as Credit Card or Web Login, and you will see the Field Labels change accordingly.
4. Enter data for the record and select Done when you are finished.
5. You can create records on the phone 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 List View 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 Tools Menu The List view contains the following menu commands in the Tools menu: About -- Displays the version and registration code. Type -- Select a Type by which you wish to filter the list. Category -- Select a Category by which you wish to filter the list. Show Columns -- The Show Columns dialog lets you select the columns to display in the List View. You can also set the sort order for the list view in the Show Columns dialog. 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. Find -- Select Find to open the Find Dialog. Enter text by which you wish to search and click OK to display records containing that text. Select Find All to view all records again. 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. Lock Now -- Locks SplashID immediately and requires a password to open the data again. See Security for more information. You can also press the "#" key to Lock Now. Mask/Unmask fields -- Shows or hides the data in a masked field. You can also press the "*" key to mask/unmask fields. Exit -- Closes the SplashID application. List View Menu Options

Record View

Detail View

Select an item in the List View using the joystick to view its details in the Detail View. Each item can contain up to 6 fields, an icon, plus additional notes. Up and down on the joystick will page through your records while left and right will scroll through the details of the displayed record.

Detail View Options

Display the Record View Tools menu by pressing the Tools key on the right. These options will appear: New Record -- Creates a new record. Edit Record -- Select to edit the displayed record. Duplicate Record -- Creates a new record identical to the current record. Delete Record -- Deletes the displayed record. Mask/Unmask fields -- Shows or hides the data in a masked field. You can also press the "*" key to mask/unmask fields.

Edit View

Select New Record or Edit Record from the Tools menu. You will find the following in the Edit View:

• Type -- Select the Type of record and you will see the field labels change accordingly.
• Category -- Select the Category to which you want the record to belong, such as Business or Personal.
• Field Data -- Enter the data for up to 6 fields.

Edit Item	Icon Picker	Tools menu
The Tools menu in the Edit view contains the following: Delete Record -- Deletes the displayed record. Edit Note -- Select to enter notes for the record. Choose Icon -- Select to access the Icon Picker. Customize Fields -- Assign Custom Field Labels and customize the masking. Generate Password -- Select to generate a password based on criteria you define. See Automatic Password Generator for more information.

Automatic Password Generator To display the Automatic Password Generator in Edit View, select Password Generator from the Tools menu when you have a field selected. 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. Select Generate by pressing the right soft key. Select Generate again until you get a suitable password. Select OK from the when you have decided.

Types and Categories 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 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, press the Menu key and select edit, or select New to create a new one. The Define type dialog is displayed.   Edit Types Edit Types Dialog Define Type -- Enter the details for a Type: Type -- Enter a name for the Type. Field Labels --  Enter the field label names. Icon -- Choose a default Icon to be associated with the Type. Mask -- Select Masked or Unmasked after each field label.

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 When you create a record, the field labels and mask settings are defined by its Type. You may change the Field Labels and masking, however, on a record by record basis by selecting Customize Fields from the Tools menu in the Edit View.

Masking Fields that are Masked appear as four asterisks (****). You may show or hide the masked data by selecting Mask/Unmask data from the Tools menu, or by pressing the "*" key on the keypad. 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 given record, you can do this in the Custom Field Labels dialog.

Security Set Password Dialog Enter Password Dialog 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 phone 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. Note: You must manually set the same SplashID password on the phone 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 phone if SplashID was last running when it became idle.
• 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. There are two settings for the Security Options:

• Lock when idle --  When the phone becomes idle, SplashID will lock immediately by default.
• Lock in background -- If you switch to another application, SplashID will lock immediately by default.

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 (or press the "#" key).

SplashID Desktop

SplashID Desktop is a Windows desktop application that provides identical functionality to SplashID on your phone. Information is synchronized between SplashID on the phone and SplashID Desktop using your data connection. You may find it more convenient to enter your items in SplashID Desktop using your keyboard and mouse, and then performing a Sync operation to synchronize the data with SplashID on your phone. SplashID Desktop is virtually identical to SplashID on the phone, with the following additional features:

• Auto-Lock -- Select Auto-Lock from the File menu to invoke the password dialog after a period of inactivity. Note: You must set a password to enable the auto-lock feature.
• 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.
• 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).
• Printing -- You may print the currently displayed items.

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.

Backup and Restore

SplashID data is stored on both the phone and the desktop, and each acts as a backup of the other. So, in effect, if you lose the data on one of these phones through a catastrophic event (e.g., hard drive failure), the data will be restored to that phone from the other phone 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-Smartphone-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.

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\<phone IMEI number>\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.