SplashID for BlackBerry User Guide   Table of Contents Introduction Installation Upgrade Instructions Registration Quick Start List View Tree View Detailed View Edit View Automatic Password Generator Categories and Types Custom Field Labels Masking Security SplashID Desktop   > Overview   > Buttons   > Options   > Web Auto-Fill   > Database Sync 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 BlackBerry 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

Note: If you are upgrading to SplashID 4 from a previous version, you need to follow the upgrade instructions in the next section.

Connect your phone to your desktop computer. Run the Installer and follow the on screen instructions. The installer installs the following files:

• SplashID.alx and SplashID.cod -- 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 SID_BB_SyncProvider.dll -- Extensions for the Desktop application.
• SplashID User Guide -- This User Guide.
• SplashID Read Me.txt -- General license info.

To complete installation, connect your BlackBerry to your desktop as you normally do to sync.

1. Launch the BlackBerry Desktop and double-click the Application Loader.
2. Click the Add button and browse to select this file:
   c:\Program Files\SplashData\SplashID BlackBerry\SplashID.alx
3. Scroll down through the list of programs and check the box at the bottom for SplashID to be installed.
4. Click Next and SplashID will be installed on the device.
5. On your handheld, find the SplashID application and launch. It may be found in the Applications folder.

To enable synchronization, double-click the Intellisync or Synchronize icon in the BlackBerry Desktop:

1. In the top section of the Intellisync window, check the box that reads "Execute Add-in actions."
2. In the bottom section, click the button that reads "Configure Add-ins."
3. Check the box that reads "SplashID Intellisync Add-ins" then click OK.
4. Click the Synchronize now button to perform a first sync.

Upgrade Instructions

If you are upgrading to SplashID 4.x from SplashID 3.x, please follow these steps to import your data.

1. After installing SplashID 4, run the SplashID desktop. It will not recognize the old "Default User" since it now supports multiple BlackBerry device PINs.
2. Verify that the correct BlackBerry device PIN is displayed in the title bar of the SplashID desktop. You can check this against the PIN displayed in the bottom of the BlackBerry Desktop Manager window when your device is connected.
3. Find the backup file for your old SplashID data in this location:
• My Documents\SplashData\SplashID\Backup\SplashID-DefaultUser.vid
4. Double click the file to import it into the SplashID desktop. If a password is required, this will be the same as the one you used previously with SplashID. You should now see your data in the desktop application.
5. Remove the old SplashID application from the BlackBerry, and install the new version:
   1. Open the BlackBerry Desktop Manager, and launch the Application Loader.
   2. Uncheck SplashID from the list, then click Next. SplashID will be removed, and the BlackBerry will restart.
   3. After the BlackBerry has restarted, launch the Application Loader again.
   4. Check the box next to SplashID on the list, then click Next. This will install SplashID 4 on the handheld.

To enable synchronization, double-click the Intellisync or Synchronize icon in the BlackBerry Desktop:

1. In the top section of the Intellisync window, check the box that reads "Execute Add-in actions."
2. In the bottom section, click the button that reads "Configure Add-ins."
3. Check the box that reads "SplashID Intellisync Add-ins" then click OK.
4. Click the Synchronize now button to perform a first sync.

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. 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. Select Add Item from the menu options 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. Select Done from the menu 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.

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. Select the Find row and enter text by which you wish to search and press enter to display records containing that text. Delete the text in the find field to display all records. Select the Type or Category row, and press the scroll wheel to change the option to filter by a Type or Category. The column labels will change according to the selected Type. List View List View Menu The List view contains the following menu commands accessed via the scroll wheel: Detailed View -- Opens the Detailed View for the selected record. Tree View -- Switches to the Tree View display. Add Item -- Creates a new record. Edit Item -- Edits the selected record. Delete Item -- Deletes the selected record. Edit Types -- Displays the Edit Types dialog. See more about Types. Edit Categories -- Displays the Edit Categories dialog. See more about Categories. Set Password -- Select Set Password to password protect SplashID. See Security for more information. Mask/Unmask -- Shows or hides the data in a masked field. You can also press the "*" key to mask/unmask fields. 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. Preferences -- Opens the Preferences dialog, where you can select the font, row color, which columns are displayed, which column is sorted on, and security preferences. Getting Started -- Opens the Getting Started guide for beginners. About SplashID -- Displays the version and registration code. Close -- Closes the SplashID application. List View Menu Options Tree View Tree View Tree View Menu The List view contains the following menu commands accessed via the scroll wheel: Expand/Collapse -- Expands or collapses the selected branch of the tree. Detailed View -- Opens the Detailed View for the selected record. List View -- Switches to the List View display. Add Item -- Creates a new record. Edit Item -- Edits the selected record. Delete Item -- Deletes the selected record. Edit Types -- Displays the Edit Types dialog. See more about Types. Edit Categories -- Displays the Edit Categories dialog. See more about Categories. Set Password -- Select Set Password to password protect SplashID. See Security for more information. Mask/Unmask -- Shows or hides the data in a masked field. You can also press the "*" key to mask/unmask fields. 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. Preferences -- Opens the Preferences dialog, where you can select the font, row color, which columns are displayed, which column is sorted on, and security preferences. Getting Started -- Opens the Getting Started guide for beginners. About SplashID -- Displays the version and registration code. Close -- Closes the SplashID application. Tree View Menu Options

Detailed View

Detail View

Select an item in the List View using the scroll wheel to view its details in the Detail View. Each item can contain up to 9 user fields, the Date Modified field, an icon, plus additional notes. Up and down on the scroll wheel or track ball will page through your records. The Escape button will go back to the List View. Any notes will be compressed into a single line preview -- to view the Notes, select View Notes from the menu options. Display the Detail View menu options by pressing the Tools key on the right. These options will appear: List View/Tree View -- Returns to the previous view. View Notes -- If notes are present, this will open the Notes viewer. Add Item -- Creates a new record. Edit Item -- Select to edit the displayed record. Delete Item -- Deletes the displayed record. Font -- Opens a font selector dialog, so you can increase the text size in this view. Set Password -- Select Set Password to password protect SplashID. See Security for more information. Mask/Unmask -- Shows or hides the data in a masked field. You can also press the "*" key to mask/unmask fields. 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. About SplashID -- Displays the version and registration code.

Detail View Options

Edit View

Select New Record or Edit Record from the menu options. 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 9 fields, and additional Notes if needed.
• Date Modified -- This field is not editable and displays the date the record was last changed, which is useful for evaluating how fresh passwords are and comparing duplicate records.

Edit Item	Icon Picker	Menu Options
The menu options in the Edit view will change depending on the field selected, and may include: Password Generator -- Select to generate a password based on criteria you define. See Automatic Password Generator for more information. Done -- Exits the Edit View to the previous view. Customize Fields -- Assign Custom Field Labels and customize the masking. Edit Types -- Displays the Edit Types dialog. See more about Types. Edit Categories -- Displays the Edit Categories dialog. See more about Categories. Select Icon -- Opens the Icon Picker. Select -- Enters select mode, so you can scroll and select text to be copied or cut. Clear Field -- Deletes the data from the selected field. Show Symbols -- Displays the symbol picker. Enable Multitap -- Changes the text input method on 20-key layout keyboards of the 7100 series.

 

Automatic Password Generator To display the Automatic Password Generator in Edit View, select Password Generator from the menu options 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. Set the pronounceable setting. The strength meter at the top will go up if you select longer, more complex password criteria. Select Generate by selecting Generate from the menu. 10 passwords will be generated, and you can select one you like using the nav ball (or wheel). Select Generate again to get additional results. Select Done from the menu 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 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 -- Select Edit Types from any 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 scroll wheel 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.

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 menu options 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 menu options, 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 BlackBerry 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 menu options in the List View, Tree 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 enter a hint to remind you of your password if you forget. 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 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. Select the Hint button to display the hint you set.
• Changing a Password -- To change a password, select Password from the menu options, enter your Old Password, then enter and confirm the New Password.
• Removing a Password -- To remove a password, select Set Password from the menu options, enter your Old Password, then leave the New Password and Confirm fields blank.

Security Options -- Choose Preferences from the menu options 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 menu options (or press the "#" key)

SplashID Desktop

List View	SplashID Desktop is a Windows desktop application that provides identical functionality to SplashID on your BlackBerry. Information is synchronized between SplashID on the BlackBerry and SplashID Desktop via the BlackBerry Desktop Manager. You may find it more convenient to enter your items in SplashID Desktop using your keyboard and mouse, and then synchronize the data with SplashID on your BlackBerry. SplashID Desktop is similar to SplashID on the BlackBerry, 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. 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 may also type Control-1 through Control-9 to copy fields 1 through 9 to the clipboard.
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: 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:

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.

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.

*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 12 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 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-BlackBerry-DevicePIN.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 backed up 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 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\<DevicePIN>\SplashID Database.sdb

You may change the location that this file is saved to in SplashID desktop Options.