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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
  > Browser Plugin
  > Database Sync
  > Edit Dialog
  > Password Generator
  > Find
  > Security
  > Synchronization  
  > Creating an Ad hoc Network
Importing and Exporting
Backup and Restore

BlackBerry 8900

 

 

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 5 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.
  • Various Installation files

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.

Upgrade Instructions

Upgrading from version 4.x:

If you are upgrading from SplashID 4 to SplashID 5, the desktop data will be imported automatically. You will need to delete SplashID 4 from the BlackBerry before installing SplashID 5 on the device. Follow these steps:

  1. 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 5 on the handheld.
  2. After you get SplashID 5 installed on the BlackBerry, run it once, and set the password the same as the SplashID desktop password, if any.
  3. Run the SplashID desktop, choose Wi-Fi or USB for the sync method. Follow the instructions to synchronize.

Upgrading from version 3.x:

If you are upgrading to SplashID 5.x from SplashID 3.x, please follow these steps to import your data.

  1. 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 5 on the handheld.
  2. After you get SplashID 5 installed on the BlackBerry, run it once, and set a password if you wish.
  3. Run the SplashID desktop, choose Wi-Fi or USB for the sync method. Follow the instructions to synchronize.
  4. It will not recognize the old "Default User" since it now supports multiple BlackBerry device PINs.
  5. 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.
  6. Find the backup file for your old SplashID data in this location:
    • <user>\Documents\SplashData\SplashID\Backup\SplashID-DefaultUser.vid
  7. 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.

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.

If you owned a previous version, you can upgrade for $10. Just click the Purchase button in the registration dialog, then select the Upgrade option, enter your registration code and click Validate. Then proceed with the checkout via PayPal or Credit Card, or use our website.

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, via USB or Wi-Fi. You will 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.

Enter text by which you wish to search from anywhere in the list, 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 pickers, then click and scroll to change the option to filter by a Type or Category. The column labels will change according to the selected Type.

List View Menu

Press the BlackBerry menu button in the List view to access the following commands:

List View
List View
  • Detailed View -- Opens the Detailed View for the selected record.
  • Tree View -- Switches to the Tree View display.
  • Synchronize -- Initiate a Wi-Fi sync with the desktop.
  • Find Item -- Moves the cursor to the Find field.
  • Add Item -- Creates a new record.
  • Edit Item -- Edits the selected record.
  • Delete Item -- Deletes the selected record.
  • Delete Multiple Items -- Allows you to select multiple/all items for deletion. This is a handy way to delete the sample records.
  • Export & Email Item - Export a secured vID file to be sent via email.
  • 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.
  • 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.
List View Menu
List View Menu Options
  • 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.
  • Getting Started -- Opens the Getting Started guide for beginners.
  • About SplashID -- Displays the version and registration code.
  • Close -- Closes the SplashID application.

Tree View

Tree View
Tree View

Tree View is similar to List View except that instead of Filter menus at the top of the screen, you use branches on the tree to filter by Categories and Types.

Select a Category and click to expand, then select a Type and click to Expand. Click on an item to view and/or edit it.

 

Detailed 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, an attachment, 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.


Detail 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.
  • Icon Picker -- Click on the icon to open the icon picker and customize the icon for this record.
  • 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.
  • Attach File -- Allows you to attach files of any kind to the record. Or press the menu button and select Camera from inside the Attach File dialog to snap a photo to attach.

 

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:


  1. Select one or more options of letters, numbers, symbols, or a combination thereof.
  2. Set the Length.
  3. Set the pronounceable setting.
  4. The strength meter at the top will go up if you select longer, more complex password criteria.
  5. Select Generate by selecting Generate from the menu.
  6. 10 passwords will be generated, and you can select one you like using the nav ball (or wheel).
  7. Select Generate again to get additional results.
  8. Select Done from the menu when you have decided.

Types and Categories


Types
Edit Types
Edit Types Dialog

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.

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
Login
Enter Password Dialog
Login
Enter Password Dialog

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

When you first launch SplashID, you will see the SplashID Setup wizard. You can choose to sync via USB as in previous versions, or via Wi-Fi if your device has Wi-Fi and you have a Wi-Fi network to connect both your computer and BlackBerry. Wi-Fi sync will help you connect to your handheld in 3 quick steps:

  1. Ensure that your handheld and desktop are using the same local network connection and launch SplashID on the device.
  2. On the handheld version of SplashID, click Sync, then the desktop name you wish to sync with.
  3. Click Finish, and then enter the same password that you set on the handheld to login and begin viewing and editing your data.

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.

Panel View
Panel View
List View
List View
Tree View
Tree View

 

SplashID Desktop has some great 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.
  • Smart Types -- New in SplashID 5, 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.
  • Attach Files -- Attach any file to the record for future reference. Attached files are saved in a folder next to the database.
  • Web Auto-Fill -- For Web Logins, click the globe button or right click and select Auto-Fill to open Safari 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.
  • Types -- Use the Type menu on the top left to filter the view by type, such as Credit Cards or Web Logins. All Types are displayed by default, but you may restrict the list to only display items assigned to a specific Types (see Categories and Types).
  • Categories -- Use the Category menu on the top right to filter the view by Category, such as Business or Personal. All categories are displayed by default, but you may restrict the list to only display items assigned to a specific Category (see Categories and Types).
  • Sorting -- click the column header to sort by that column. click again to reverse sort. 
  • Resize columns -- You may resize a column by dragging the left/right edges of the column header.
  • Mask -- click the Mask button Options to show/hide masked fields.
  • Copy field -- You may click the clipboard icon Copy 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 Command-1 through Command-9 to copy fields 1 through 9 to the clipboard.

Buttons

There are buttons scattered around the SplashID Desktop window, situated by proximity to where they are to be used:

View -- Views: Switch between Panel View, List View, and Tree View, respectively.

Options -- Options: Opens the Options dialog (below).

Options -- Lock Now : Locks SplashID immediately and requires a password to open the data again.

Options -- New Type: Opens the Edit Type Dialog for a new Record Type. Available in Panel View only.

Options -- Duplicate Record: Opens the Edit Record Dialog for a duplicate of the selected record.

Options -- Show Details : Shows or hides the Record Detail Pane.

Options -- New Record: Opens the Edit Record Dialog for a new record.

Options -- Edit Record: Opens the Edit Dialog for the selected record. You can also double click the record.

Options -- Delete Record: Deletes the selected record. You can also hit the Delete key.

Options -- Mask/Unmask: Masks/Unmasks field data that has been specified as masked. See Masking.

Options -- Email Records: Exports selected or all records to vID file, then attaches it to a new email.

Print -- Print: Prints the selected record. To print all records, select Print from the File menu.

Autofill -- Web Auto-Fill: Launches Safari and fills in record data for selected URL. More info.

Attachment -- Attach File: Attach any file to the record for future reference. Attached files are saved in a folder next to the database.

Options

When you click the Options button Options or select Preferences from the SplashID menu, you will see the dialog above, with the following options:

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.
    • Auto lock -- Set the period of inactivity that must pass before the application locks itself.
  • User Data
    • 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 to which the automatic vID backup is saved.
  • 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 BlackBerry synchronization settings.

Web Auto-Fill

For Web Logins, you can have SplashID launch Safari / Internet Explorer (only) 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.
  • This may not work with all sites.

Browser Plugin

With SplashID 5, you have the option of installing a browser plugin (Safari only on Mac, Internet Explorer only on Windows) 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 "Plugin for Safari/Internet Explorer" 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 >Plugin for Safari/Internet Explorer > Uninstall.

Plugin

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 match to open the URL and autofill the username and password.
  • 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.
    • New Record -- Opens SplashID desktop with the Edit Dialog open for a new record.
    • Security Options -- 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.
    • User Guide -- Access this User Guide.

Database Sync

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 5.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.

Edit Dialog

Open the Edit dialog for a given record by double-clicking a record.

Edit Dialog

  • Type -- Select the Type from the Type menu. The Type will dictate the default field labels, icons, and masking preferences for the record. See more about Categories and Types.
  • Category -- In the top right of the Edit View screen, you can change the Category. It will default to the Category you were displaying when you created the record. See more about Categories and Types.
  • Fields -- Enter your data according to the field labels.
  • Custom Field Labels -- You may assign Custom Field Labels by clicking the Custom button.
  • Masking -- A bullet appears to the right of any field that is masked. You may Customize the field masking by clicking the bullet or selecting Customize Field Labels from the Options Menu.
  • Buttons --
    • Icon: opens the icon selector. New in version 5, you can add a custom icon to any record.
    • Attachment: Attach any file to the record for future reference. Attached files are saved in a folder next to the database.
    • OK exits the record, saving any changes.
    • Cancel exits the record, discarding any changes.
    • Duplicate creates a copy of the record.
    • Delete deletes the current record, after confirming that is what you wish to do.
    • Custom opens the Custom Field Label dialog.
    • Password opens the Automatic Password Generator (below).
    • Autofill opens the URL and fills in the username and password if it is a Web Login.
    • Print will print the record.

Automatic Password Generator

To open the Automatic Password Generator, click the Password button in the Edit Dialog.

To create a password:

  1. Set the Length.
  2. Check or Uncheck the pronounceable setting.
  3. Choose from the Character Sets one or more options of letters, numbers, symbols, or a combinatory thereof.
  4. Click Generate. click again until you get a suitable password.
  5. click OK when you have decided.
Password Generator

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 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 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 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.

Auto-Lock -- Check Choose Auto-Lock in the Options > 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.

Synchronization

USB Sync

To synchronize SplashID with your USB cable, connect your device to the computer, and then do the following:

  1. Open the BlackBerry Desktop Manager and click on the Sync icon.
  2. Click on Add-Ins and you should see SplashID listed. Check the box to enable it.
  3. Click on Synchronize, and check the box for Run add-in actions.
  4. Click the Synchronize button to perform a sync.
  5. By default information is synchronized in both directions, but you can adjust the settings, in Sync settings which can be found in the Options/Preferences dialog.

Wi-Fi Sync

Items may be created or edited on the Handheld or Desktop and the changes can be synchronized over your local Wi-Fi network. This is only possible if:

  • your BlackBerry has Wi-Fi and it is turned on
  • your BlackBerry has joined the same Wi-Fi network as your computer

By default information is synchronized in both directions, but you can adjust the settings, in Sync settings which can be found in the Options/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.

Conduit

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, both versions of the record will be kept so you can manually compare which one you want to keep.
  • 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.

In order to synchronize, you must do the following:

  1. Select the same network that your computer is on for your handheld to join
  2. Open the SplashID desktop
  3. Select the correct user from the User menu in the SplashID desktop to match the device name
  4. Set the passwords the same on both the desktop and handheld software
  5. Adjust the BlackBerry Sync settings in Options > Sync if you wish
  6. Start the Sync on the handheld:
Sync
1. Press the BlackBerry Menu button and select Synchronize
Sync
2. Use automatic discover or enter an IP address to sync with
Sync
3. Click "Start Sync"

If your desktop computer cannot be discovered, start over and enter the IP address manually. You can easily find the desktop IP address in the SplashID desktop > Options > Sync.

Creating an Ad Hoc Network

If you have trouble connecting your handheld and desktop SplashID, or if you want to make your sync connection with the handheld more private, you can set up an Ad hoc network (aka Computer-to-Computer network), and then perform your sync with both devices on that network. Here's how:

Mac OS

  1. Click the Airport icon in the menu bar, and select Create Network.
  2. Select options for the network such as name and if you wish to password protect it.
  3. On the handheld, join the new network from the list in Settings > Wi-Fi.
  4. Now open SplashID on both the handheld and desktop and proceed with the Synchronization.

Windows Vista

  1. Open Connect to a Network by clicking the Start button , and then clicking Connect to
  2. Click Set up a connection or network.
  3. Click Set up an ad hoc (computer-to-computer) network, click Next, and then follow the steps in the wizard.
  4. On the handheld, join the new network from the list in Settings > Wi-Fi.
  5. Now open SplashID on both the handheld and desktop and proceed with the Synchronization.

This Vista setup information was gathered from this documentation Here you can find information on setting up an Ad hoc Network in Windows XP.

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.

You have the option of exporting a version 5 or version 4 vID file. This helps with backwards compatibility. Since version 5 databases may contain attached files, these will not be supported by version 4. When you choose version 4 as the vID export version, attached files will be discarded.

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 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:

  • Mac OS: ~/Documents/SplashID/Backup/SplashID-BlackBerry_DevicePIN.vid
  • Windows: ~/Documents/SplashData/SplashID/Backup/<Device PIN>.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:

  • Mac OS: ~/Documents/SplashID/<Device PIN>/
  • Windows: ~/Documents/SplashData/SplashID/<Device PIN>/

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

Handheld
Each time you use the Backup tool in the BlackBerry Desktop Manager, the SplashID database file on the handheld is backed up along with the rest of the device data. In the event of a failure, this data can be restored via the Restore option in the BlackBerry Desktop Manager.