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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 a secure, encrypted, password protected format.
Installation
After downloading the DMG file, it should mount itself on your desktop.
Inside the disk image is the SplashID Installer. Double click to run
it, and follow the prompts.
You may optionally install a Safari Plugin that will install a search
box for SplashID Web Logins in your Safari browser bar. This is very
handy for quickly logging into websites you have stored in SplashID.
For more info on this feature, see the Safari Plugin section.
SplashID will install the plugin for only one user - the active user
in the SplashID desktop at the time of installation. If you need to
change the user for which it is installed, you can do this at any time
by reinstalling the plugin using the same method.
Note: The Mac App Store version does not have the Safari Plugin feature.
Activation
When you launch SplashID you will be prompted to activate. If you
have purchased already, just enter the email address you used to purchase.
You can activate on up to two machines before you will need to purchase
additional licenses. If you have not yet purchased, you can do so without
leaving the application. If you are a licensed owner of a previous
version, enter your registration code to qualify for the reduced upgrade
pricing.
Quick Start
- Launch SplashID and you will be asked to enter your email ID. This
is used both for activation purposes as well as to uniquely identify
your database with yourself.
- You will then be asked to set
a password, and a hint. Make sure you can remember this password,
because it cannot be removed or reset without deleting your data.
- Next, you will see the Panel View with several
sample records will be displayed.
- Click New to create a new record or double click a sample record
to edit it. 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 Panel View.
When you launch SplashID you are presented with the Panel View, which
displays a list of your items in a 3-panel layout. Items are records
of information, like a credit card number and expiration date; or a
username and password for a web-site. There are two other useful views,
List View and Tree View, which you can select with the view buttons
toward the top of the window.
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Panel View
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List View
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Tree View
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SplashID Safe has some great features:
- Pattern Login -- If you are a fan of this feature
on the iPhone application, you can now use the same method to login
to the desktop.
- 3 Record Views -- Use the View Mode buttons to
select from the default Panel View, traditional List View, or hierarchical
Tree View. Select a record from the List to display the details in
the Detail Pane on the right.
- Smart Types -- The Panel View
has a small mini-panel at the bottom left which displays 10 of each
of the following Smart Types: Most Viewed, Recently Modified, and
Recently Viewed. These are similar to Smart Playlists in iTunes.
- Customize the Toolbar -- Now you can change the
selection and layout of the buttons on the top toolbar. Click the
Customize button to adjust which buttons are displayed, where they
are located, and how much space lies between them.
- 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 left 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 -- In the List View, 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.
- Attach Files -- Attach any file to the record
for future reference. Attached files are saved in a folder next to
the database.
- Reminder feature for individual records -- To
use it, double click a record to edit, then click the Reminder button.
Choose the date in the future you want to be reminded to update the
record. Save. You'll get the reminder when you launch on that day.
Great for passwords that you need to change regularly or credit cards
expiration dates.
- Copy field -- Hover your mouse pointer over the field you
wish to copy, then click the Copy button to copy that field to
the clipboard. You may then paste this field into another application
Note: You may also type Command-1 through Command-9
to copy fields 1 through 9 to the clipboard.
- DeDupe -- In the File menu, you'll find this tool
that searches your database for duplicate records and offers to delete
them, free of charge.
- Install to Removable Device -- Also in the File
menu, this command will install a copy of SplashID on a removable
device such as a USB thumb drive and a copy of your database. Then
you will be able to take SplashID with you and run it from any remote
computer.
Preferences
When you click the Preferences button  or
select Preferences from the SplashID menu, you will see the dialog
above, with the following options:
Security
- Clear Clipboard -- Instruct SplashID to
clear copied text from your system's clipboard either on exit
or after a specified number of minutes.
- Run SplashID on Startup -- Automatically
start SplashID when you log into you system.
- Auto-Submit Web Logins -- Check this box
to automatically submit forms when using the Web
Auto-fill feature.
- Clear Filters on Exit -- Resets the filter settings
to the default when you quit the app.
- Play sound on Lock/Unlock -- Turns on or off the "click"
sound you hear at login.
- Auto lock -- Set the period of inactivity
that must pass before the application locks itself. For your
security, the limit is 60 minutes.
Data/Backup
- 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.
- Enable Auto Backup -- If enabled, a VID
backup file of your database will be emailed to you. You can
set how often this happens in the field below. The VID file
can be imported in case of a catastrophic loss of data. Your
SplashID password protects the file.
Format
- Font -- Select the Font type, style, size
and color from the fonts on your system.
- 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.
Show Columns -- Select which field data columns
you would like to display in the List View.
Sync - Edits the mobile device Synchronization settings.
Web Auto-Fill
For Web Logins, you can have SplashID launch Safari 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://, https:// or www.
Find the correct URL to get to the login screen on the selected website
-- this is often not the homepage. For example, for Amazon.com, use
https://www.amazon.com/gp/css/account/address/view.html.
- This may not work with all sites.
Safari Note: The Mac App Store
version does not have the Safari Plugin feature.
You have the option of installing a browser plugin
(Safari only) that will add a search box to the address bar. With this
you can quickly look up a Web Login from your SplashID database.
To install the plugin, run the SplashID desktop and select "SplashID
Safari Plugin" from the File menu, and select Install.
SplashID will install the plugin for only one user - the active user
in the SplashID desktop at the time of installation. If you need to
change the user for which it is installed, you can do this at any time
by reinstalling the plugin using the same method. To uninstall the
plugin, go to File > SplashID Safari Plugin > Uninstall.
Here is a breakdown on the plugin features:
- Search Box -- Enter some text to search on, like
Amazon, and SplashID will display matches. Click on a matching Web
Login to open the URL and autofill the username and password. Click
on a matching Other Record to view the details for copy and paste
purposes.
- Click the SplashID button to access menu options:
- SplashData.com -- Opens our website so you can explore our software catalog.
- Web Logins -- Select one of your Web Logins
from the list to en the URL and autofill
the username and password.
- Other Record Types -- Use this to access other types of records,
such as membership numbers and credit cards, so that you can
copy and paste the numbers into a field on the page you are viewing.
- New Record -- Opens SplashID desktop with the Edit
Dialog open for a new record.
- Security Preferences -- Set the timeout period for the browser
plugin. When this period expires, you will be required to reenter
your password to use the plugin.
- Auto-Submit Web Logins -- Click this to turn
on the feature that will automatically submit forms when using
the Web
Auto-fill feature.
Note: The Mac App Store version does not have the Safari Plugin feature.
Database Sync
Note: This is a desktop to desktop sync solution. This is not the
feature used to sync with mobile devices. For mobile device sync, see Synchronization.
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 version 5 or later 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.
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 Preferences
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- Buttons --
- Icon: opens the icon selector. You can also
add a custom icon to any record - just click Add Icons from the
icon picker screen.
- Attach File: Attach a file (1 MB or less)
to the record for future reference by clicking the button next
to the Attachment field. Attached files are saved in a folder
next to the database.
- Generate opens the Automatic Password Generator
(below).
- Customize opens the Custom
Field Label dialog.
- Delete deletes the current record, after confirming
that is what you wish to do.
- Duplicate creates a copy of the record.
- Print prints the record you are editing.
- Reminder allows you to set a reminder that will
appear on launch on the selected date.
- Cancel exits the record, discarding any changes.
- Save exits the record, saving any changes.
Automatic Password Generator
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To open the Automatic Password Generator, click the Password
button in the Edit Dialog.
To create a password:
- Set the Length and/or strength.
- 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.
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Categories and 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 -- Click the Edit Types button in the bottom
left. 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 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, at the record
level by clicking the Custom button in the Edit Dialog.
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.
Find
You
may search for records in SplashID by typing in the Find box
(press Command-F to jump there). All fields in all records in SplashID
will be searched and any matching records will appear in the results
below. You may then click an item to go to the Detail View for that
item. Select the contents of the Find box and press backspace to clear
the Find.
Security
You should 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 both AES and Blowfish encryption to ensure
data security.
- Setting a Password -- To set a password, select Set Password
from the File 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. You may also choose
to set the password as a pattern you can draw to login, just as on
the iPhone version.
You will also be asked
for a hint and a hint question. If you have trouble remember your
SplashID master password, you can request the hint from the login
dialog. Then you will be asked your hint question, and if you answer
correctly, the hint will be displayed.
- Entering a Password -- You will be required to enter your
password each time you launch SplashID. You may enter the password
using the keyboard or the pattern login described below.
- Changing a Password -- To change a password, select Set Password
from the File Menu, enter your Old Password, then enter and confirm
the New Password.
- Removing a Password -- To remove a password, select Set Password
from the File Menu, enter your Old Password, then leave the New Password
and Confirm fields blank.
Pattern Login -- If you are a fan of this feature
on the iPhone application, you can now use the same method to login
to the desktop. Each dot represents the numbers 1 through 9. You can
draw a pattern using 3 or more of the dots in connection, with the
only limitations being that the pattern cannot cross over itself or
connect dots not immediately adjacent. You can draw diagonally, for
example, but only to the nearest diagonal neighbor.
Auto-Lock -- Check Choose Auto-Lock in
the Preferences > Security dialog to specify the period of inactivity
that must elapse before SplashID auto-locks. Once SplashID locks, you
must enter your password to open SplashID.
Reset SplashID -- In the File menu, you will find
a tool that helps you to erase data and preferences for SplashID. This
is useful, for example, when you are leaving a computer behind and
want to remove your SplashID information completely. In the reset process,
you will have the option of securely or archiving data, and you can
reset just one user or all users on the system. If you opt to securely
erase, make sure you have your data somewhere safe, such as on a new
computer or on your handheld device to be transferred to a new computer
when you get there.
Synchronization
Items may be created or edited on the Handheld or Desktop and the
changes can be synchronized over your local Wi-Fi network. By default
information is synchronized in both directions, but you can adjust
the settings, in Sync settings which can be found in the Preferences dialog.
In most cases, you will wish to leave the Default setting (on the
right) set to Synchronize. This means that after changing it to Desktop
Overwrites Handheld and doing a sync, it will revert back to Synchronize
for the next sync so you don't have to go back in and change the setting
back manually.
Here are the possible sync settings and the results they will bring
about:
- Synchronize -- Changes made on the Handheld or the Desktop
will be synchronized. If a record is edited on both sides between
syncs, the latest edit will win.
- Mac overwrites mobile device -- All data on the Desktop
is copied to the handheld. Any data on the Handheld will be replaced.
- Mobile device overwrites Mac -- All data on the Handheld
is copied to the Desktop. Any data on the Desktop will be replaced.
In order to synchronize, you must do the following:
- Have your handheld and desktop computer join the same network
- Open the SplashID desktop and Select the correct user from the
User menu
- Set the passwords the same on both the desktop and handheld software
- Adjust the Sync settings in Preferences if
you wish
- Start the Sync on the handheld:
- iPhone - Tap the Sync button on the bottom toolbar, then select
your desktop name and tap Sync Now
- Android - Press the menu button, then select Synchronize, then
select your desktop name and tap Sync Now
- BlackBerry - Press the menu button, then select Wi-Fi Sync,
then select your desktop name and press Sync Now
SplashID Global IP Address
Synchronization
You can sync with the Mac even if you don't have Wi-Fi. It is more
difficult, however, because it requires making your Mac IP address
globally reachable from your iOS device. Here is a general guide.
You need to reach your Mac via the internet connection on
your iOS device. This means you need your global IP address.
This may be different from your Mac's IP address if there is an kind
of router (eg. Airport base station) between you and the internet.
The global IP address is the address of the Cable or DSL modem on
the internet - essentially the internet address of your home.
Determine your global IP address by going to: http://whatismyip.com
If your Mac is connected directly to your Cable/DSL modem,
ie. connected "Directly" to the internet, then it probably
already has a global IP address. To determine if your Mac has a different "local" IP
address, go to System Preferences > Network, and see if it matches http://whatismyip.com
If your Mac is connected (by ethernet or Wi-Fi) to a router,
like an Airport base station, then you would need to forward your SplashID
port to the local IP address. If you have an Apple Airport base station,
see below. If not, go to http://portforward.com -
this portal pretty much covers all the Wireless Router and Modems.
To forward ports with an Apple Airport base station,
open the Airport Utility (found in Applications > Utilities), double
click the base station, click the Advanced tab:
Then click the Port Mapping tab, then click the plus button.
In the Publish TCP Port and Private TCP Port fields, put 6674.
In the Private IP Address field, put your Mac's local IP address.
You can obtain your local IP address fromSystem Preferences > Network.
Click Continue and put SplashID in the Description field, then click
Done. Then click Update and the base station will restart.
Once you have updated the Base Station settings to forward this port
to your Mac, you can now sync with the SplashID desktop:
- Tap the sync button in SplashID on the device
- Select Enter SplashID Desktop IP Address To sync with
>
- Put the global IP address into the field, then Tap Done
- Start Sync
Again, you can obtain this IP address from http://whatismyip.com
Import/Export
You can share information with other SplashID Safe 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 Safe 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.
You have the option of exporting a version 5, version 4, or version
3 vID file. This helps with backwards compatibility. Since version
5 or later databases may contain attached files, these will not be
supported by version 4.
To export a version 5 vID file (for use in SplashID 5 or 6),
go to File > Export > SplashID vID. You may also export by
right-clicking a record in the list and selecting Export.
To export a version 4 vID file,
go to File > Export > SplashID vID, but uncheck
the Export Attachments checkbox in the export dialog.
To export a version 3 vID file, go to File > Export > SplashID
vID3. This only exports fields 1 thru 6 and the Notes, so it can be
imported into SplashID 3.
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.
You can also use the Email button on the
SplashID desktop to export vID files and attach them to a new email
message.
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: "Month DD,YYYY",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.
Backup and Restore
Automatic vID Backups
SplashID Safe 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 Safe. A vID
export file is created (and encrypted with the same password you are
using in SplashID) and stored in:
~/Library/SplashID/Backup/Backup-<user>/
Up to 5 backups will be saved incrementally. You can see which is
most recent by the file date. When 5 backups have been saved, SplashID
will start saving from backup 0.vid again. This is helpful in cases
where you had data loss and then exited the application. The most recent
backup may be empty, but the previous backups are likely to contain
your data.
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 Safe.
You may change the location that this file is backed up to in SplashID
Desktop Preferences.
Automatic Email vID Backups
There is also an option in Preferences to have a backup VID file emailed
to you on a specified schedule (every day by default) so that you can
potentially store this on an email server in case of catastrophic data
loss such as a failed hard drive.
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 Safe 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:
~/Library/SplashID/<user>/
You may change the location that this file is saved to in SplashID
Desktop Preferences.
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