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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
List View Menu Options
Detail View
Detail View Menu Options
Edit View
Edit View Menu Options
Automatic Password Generator
Categories and Types
Custom Field Labels
Masking
Finding Records
Security
Custom Icons
SplashID Desktop
Conduit
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 and can
be synchronized between SplashID on your Palm OS handheld and SplashID
on the desktop (Windows and Macintosh).
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 HotSync
operation to synchronize the data with your handheld.
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.
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.
- Tap 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.
- Tap 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 username and password
for a web-site.
List View |
Category Menu |
Type 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 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 -- Tap the column header to sort by that column.
Tap again to reverse sort.
- Resize columns -- You may resize a column by dragging the
left/right edges of the column header.
- Lookup -- Enter text into the Lookup field at the bottom
of the screen to select the first matching item in the list. The Lookup
is performed on the 1st column.
- Mask -- Tap the Mask [•] button to show/hide masked
fields.
 To
open the menu options for any screen, either tap the Menu Icon to the
left of the Graffiti area, or tap the top left of the screen (where
it reads SplashID). In the List view, this will display the following
menu options:
List View Menu Options |
List View - Select Font |
Choose Row/Header Color |
Show Columns |
Beam Records |
Import |
The List view contains the following menu commands:
- Font -- Select a font style for the List View. Note: There
are 8 font choices on hi-res devices, and 4 font choices on low-res
devices.
- 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.
- 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; 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.
- 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 you turn off your device or exit SplashID before
SplashID 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.
- Beam Shown Records -- Beams the records currently in view
to another Palm OS handheld. Note: The recipient must be running SplashID
in order to receive the beamed records.
- Import -- This feature allows you to import data
from other password programs, including YAPS, CryptInfo, and MobileSafe.
See Import for more information.
Tap an item in the List View to view its details in the Detail View.
Each item can contain up to 6 fields, an icon, plus additional notes.
Detail View |
Several buttons appear at the bottom of the Detail
View screen:
- Done -- returns you to the List
View.
- Edit -- opens the Edit View, where you can
change information contained in the record.
- New -- creates a new record within the current Type
and Category.
- Mask [•] -- shows/hides masked fields. See more
about Masking.
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To
open the menu options for any screen, either tap the Menu Icon to the
left of the Graffiti area, or tap the top left of the screen (where
it reads SplashID View). In the Detail view, this will display the following
menu options:
Detail View Options |
Detail View - Select Font |
Detail View - Send Record |
- Duplicate Record -- Select Duplicate Record to create a copy
of the current record. This is an efficient way to create a new item
that shares many of the same attributes as the current item.
- Font -- Select a font style for the Detail View.
- 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 you turn off your device before SplashID 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.
- Beam Record -- Beams the current record to another Palm OS
handheld. Note: The recipient must be running SplashID in order to
receive the beamed record.
Edit View
Enter the Edit View for a given record by tapping the Edit button in
the Detail View.
Edit View |
Icon Picker |
Custom Field Labels |
- 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.
- 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.
- Icon -- On the top right you will find the record
icon. Tap the icon button to access the Icon Picker. If you have custom
icons installed, they will appear here as well. Learn more about Custom
Icons.
- Fields -- Enter your data according to the field
labels.
- Custom Field Labels -- You may assign Custom
Field Labels by tapping the field label itself or selecting Customize
Field Labels from the Options Menu.
- Masking -- A bullet appears to the right of any
field that is masked. You may Customize the field masking by tapping
the bullet or selecting Customize Field Labels from the Options Menu.
- Password Generator -- Choose Password Generator
from the Options menu (below) to generate a password based on criteria
you define. You can also bring up this dialog by tapping the bullet
next to a masked field. See Automatic Password
Generator for more information.
- Buttons --
- Done exits the record, saving any changes.
- Delete deletes the current record, after confirming
that is what you wish to do.
- Note opens the Note field, where you can enter
additional text.
Edit View Menu Options
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- Duplicate Record -- Select Duplicate Record to create
a copy of the current record. This is an efficient way to create
a new item that shares many of the same attributes as the current
item.
- Font -- Select a font style for the Detail View.
- Customize Field Labels -- Select this option
to change the field labels for the selected record only. See
Custom Field Labels for more information.
- Password Generator -- Automatically generates
a password based on criteria you define. See Automatic
Password Generator for more information.
- Set Password -- Select Set Password to password protect
SplashID. See Security for more information.
- Security Options -- Password Options allows you to
specify a period of time after you turn off your device before
SplashID 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.
- Beam Record -- Beams the current record to another
Palm OS handheld. Note: The recipient must be running SplashID
in order to receive the beamed record.
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Automatic Password Generator
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There are two ways to bring up the Automatic Password
Generator in Edit View:
- 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 combinatory thereof.
- Set the Length.
- Check or Uncheck the pronounceable setting.
- Tap Generate. Tap again until you get a suitable password.
- Tap OK when you have decided.
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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.
Edit Categories |
Edit Types |
Define Type |
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 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 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 |
|
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Custom Field Labels
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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 View Menu Options. |
Masking
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Fields that are Masked appear as four bullets
(••••). You may show or hide the masked data
by tapping the Mask toggle on the lower 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 tapping the Find icon in the lower right corner of the Graffiti
area. The Find dialog appears. Enter the text you are searching
for and tap 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 tap 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. |
Find Dialog |
Find Results |
Set Password Dialog |
Enter Password Dialog |
Numeric Keypad option |
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 you turn on your handheld if SplashID
was last running when it was turned off. Once you set a password, SplashID
encrypts your data using Blowfish encryption to ensure data security.
- Setting a Password -- To set a password, tap 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. 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 turn on your handheld
if SplashID was last running when it was turned off. 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.
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Security Options -- Choose Security
Options from the Options 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. The default setting
will immediately auto-lock SplashID when you exit the application
or turn off your handheld. 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 Options Menu. |
Custom Icons
SplashID includes a built-in set of icons to choose from. 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.
- SplashID will always display its built-in icons in the icon picker.
- If there are custom icon databases installed on your handheld, the
icons in the default icon database will be appended to the SplashID
built-in icons and displayed in the icon picker.
- If you wish to create a custom set of icons for use only in SplashID,
you may create a custom icon database (using Icon Manager) and name
it SplashDataIcons. If an icon database called SplashDataIcons exists
on your handheld, SplashID will append those icons to its list of
built-in icons.
 SplashID Desktop is a Windows and Macintosh desktop application that
provides identical functionality to SplashID on your Handheld. Information
is synchronized between SplashID on the Handheld and SplashID Desktop
via the SplashID Conduit. You may find it more
convenient to enter your items in SplashID Desktop using your keyboard
and mouse, and then performing a HotSync operation to synchronize the
data with SplashID on your Handheld. SplashID Desktop is virtually identical
to SplashID on the Handheld, 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.
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Items may be created or edited on the Handheld or Desktop and
the changes will be synchronized between the Handheld and Desktop
during the next HotSync. By default information is synchronized
in both directions, but you can adjust the settings, if desired,
using the SplashID HotSync Conduit.
To open the SplashID Conduit, do the following:
- Click the HotSync Manager icon in the Windows system tray
and select Custom to open the Custom dialog. (On Macintosh:
Launch HotSync Manager and select Conduit Settings from the
HotSync menu.)
- Double click the SplashID entry in the Conduit list. The SplashID
Conduit Dialog appears.
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- Synchronize the files -- Changes made on the Handheld or
the Desktop will be synchronized.
- Desktop overwrites handheld -- All data on the Desktop is
copied to the handheld. Any data on the Handheld will be replaced.
- Handheld overwrites Desktop -- All data on the Handheld is
copied to the Desktop. Any data on the Desktop will be replaced.
- Do nothing -- Changes will not be synchronized between the
Handheld and Desktop.
- Set as default -- Sets the current HotSync Action as the
default.
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.
Importing third-party Memo Pad files
Importing on the Handheld
You may import MemoPad files exported by several third-party applications
including CryptInfo, MobileSafe, and YAPs. To import one of these
files:
- Export the records from the third-party app to Memo Pad following
the instructions provided with that app.
- Select Import from the Options Menu in SplashID and choose the
MemoPad file you wish to import and tap Import.
- All of the records will be imported into SplashID in the Unfiled
category. You may now edit these records in SplashID.
Importing on the Desktop
There are also predefined import filters for several third-party
export formats including CryptInfo, MobileSafe, TopSecret and YAPs.
To import one of these files, you must first export the records from
the third-party app to the Memo Pad following the instructions provided
with that app, then do the following:
- After you've exported the data to the Memo Pad, do a HotSync.
- Launch Palm Desktop (or Outlook, if that's what you sync with) and
locate the Memo with the data in it.
- Select all the data in the Memo and choose Copy from the Edit menu.
- Launch a word-processor, create a new document and choose Paste
from the Edit menu.
- Save the document as a text file (.txt).
- Launch SplashID.
- Choose Import-> from the File Menu and select the appropriate
import type.
- Choose the text file you saved in step 5.
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 HotSync.
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-Palm-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.
Handheld
Each time you perform a HotSync, the SplashID database file (PDB)
on the handheld is copied to the Palm Backup folder on your desktop:
C:\Palm\<username>\Backup\SplashIDDB2-SpId.PDB
You may wish to back up this file as an added precaution in case of
a hard drive failure.
In the event of a hard reset, this PDB will be automatically restored
on your handheld during the next HotSync. You may also manually install
this SplashID PDB by double-clicking it to launch the Palm Install Tool,
and then performing a HotSync.
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\<username>\SplashID
Database.sdb |