Codebook Codebook for OS X Introduction and Usage
What is Codebook Encrypted Data Vault Guards passwords and private data Keeps sensitive information organized Enables quick recall of secrets Syncs data across multiple devices ios (iphone / ipad) Android Windows OS X
Security 256-bit AES encryption Peer-reviewed storage engine Protection: Data at rest on device Data at rest on cloud sync service (Google Drive and Dropbox)
Getting Started
Master Password Choose Master Password on first use Enter each time to access vault All encryption uses a derived key Can be any length but we recommend a password of at least 8 characters including 1 of each, capital, number, lowercase, and special character, ex:! $? Complex and difficult to guess All instances that sync must have the same password Don t forget - no recovery
1 2 Welcome 1. 2. 3. 4. 5. Toolbar Search Category List Entry List Entry View 3 4 5
Category Data model Category Groups records Navigation-based retrieval Entry Record with multiple fields; or A multi-line note Entry
Field Data model Fields Store related data on an entry e.g. username, password Labels Define the Field type Establish behavior (e.g. launch email, generate password) Label
3 2 Create a Category 1. 2. 3. 4. New Category (or shift+ +N) Enter a descriptive name Choose an Icon Click Done 1 4
3 2 5 Create an Entry 1. 2. 3. 4. 5. 6. New Entry (or +N) Enter Descriptive Name Choose Icon Add Fields a. Choose Label b. Enter field value Click the Favorite Star to mark important records as Favorites Save changes 1 4 4a 6 4b
Special Labels & Behaviors Password / PIN Note Launches browser on double click Email Free text entry Website Masked Supports random generation Launches email client on double click TOTP Generates time-based one time passwords (e.g. for Google 2-step)
1 2 Create a Note 1. 2. 3. 4. Add Note Entry (or option+ +N) First line becomes title Multi line text content Save note 3 4
1 2 Deleting records 1. 2. 3. Delete category (and all entries) Delete entry (and all fields) Delete field Be careful not to lose information, these operations cannot be undone. 3
Navigation and Retrieval
1 Categories Navigate through your own custom organization structure 1. 2. Choose a Category from the navigation area Choose an Entry to view Categories and Entries are sorted alphabetically 2
1 Favorites Entries marked with the Favorite star are quickly accessible 1. 2. Click on Favorites Click on an Entry 2
2 Search Quick retrieval of information based on keyword: 1. 2. Enter search criteria Choose Entry to view Entry names and all field values are included in search. 1
2 Copy / Paste Data can be copied to the clipboard 1. 2. 3. Click on Field to be copied Click the copy button -or- type +C Paste into another app with +V The clipboard is managed and fields you copy will be cleared automatically. 1
Secret Agent
Secret Agent Global keyboard shortcut to launch Codebook search from any app Insert data into an active text field (e.g. a website password in your browser) Available on Desktop Only
Use 1. 2. 3. 4. 5. 6. Press shift + + \ Enter search term Use up and down arrows or mouse to navigate results Press return to select a search result Arrow down or up to select a Field (like Password) Press return to enter value to active text field in another app Tip: Favorite entries will sort to the top in Secret Agent.
Synchronization
Set Sync Preference 1. Select Codebook->Preferences 2. Select radio button of prefered sync method, either Desktop WIFI (sync on local WIFI network), Dropbox, Google Drive, or Local Sync Folder (local folder on your machine 3. When syncing to Dropbox or Google Drive, you will need to authenticate to the app once and the settings will be saved. 4. Desktop WIFI sync is initiated from the IOS or Android device.
1 How to sync 1. 2. 3. Tap the Sync button Sign in to your Google account to authenticate Sync will proceed after authorization Tip: Sync periodically to keep your data in sync across your devices.
Synchronization Codebook can keep data in sync across multiple devices Changes made on any device merge Mobile Sync is triggered on each device on demand All data is encrypted on Google Drive Google Drive Desktop Changes are merged in the central copy on Google Drive
Sync modes Sync: bi-directional merge Overwrite: Replaces remote data Restore: Overwrites local changes Use Sync mode periodically to keep your data up to date. Use Restore mode to initialize a database on a brand new device. Sync Overwrite Restore
1 How to sync 1. 2. 3. Tap the Sync button Sign in to your Dropbox account to authenticate Sync will proceed after authorization Tip: Sync periodically to keep your data in sync across your devices.
Synchronization Codebook can keep data in sync across multiple devices Changes made on any device merge Mobile Sync is triggered on each device on demand All data is encrypted on Dropbox Dropbox Desktop Changes are merged in the central copy on Dropbox
Sync modes Sync: bi-directional merge Overwrite: Replaces remote data Restore: Overwrites local changes Use Sync mode periodically to keep your data up to date Use Restore mode to initialize a database on a brand new device Sync Overwrite Restore
Sync example Computer Mobile 1. Add a new entry in Codebook Desktop 2. Start Sync 3. Changes copied to Google Drive or Dropbox 4. Start Sync 5. Desktop changes merged from Drive to Codebook Mobile 6. Edit Entries on Codebook Mobile 7. Start Sync 8. Mobile changes copied to Google Drive or Dropbox 9. Start Sync 10. Mobile changes merged from Google Drive or Dropbox to Codebook Desktop
Important Preferences
Customize Labels Add new custom labels Customize behaviors Enable masking Available under File -> Customize Labels (or +L)
Autolock Leaves application unlocked for a designated period of time (default 5 minutes) Automatically locks application when timer expires Allows more convenient access without repetitious logins Tip: Be careful; when autolock is enabled your data is exposed. Available under Codebook menu -> Preferences
Clipboard clear Codebook automatically wipes secrets from the system clipboard after 2 minutes. Available under Codebook menu -> Preferences.
1 Secret Agent 1. 2. 3. 4. Check Enable Secret Agent with keyboard Command Click the Choose User Scripts Folder button Codebook will choose the correct folder, simply click Choose User Scripts Folder again Choose the key sequence to launch Secret Agent 2 3 4
Other Features
Password change Available under Codebook menu -> Change Password Password change *must* be completed simultaneously on all devices if Sync is used After password change, run a Overwrite sync operation to replace the replica on Google Drive
Backups Backups are snapshots of the database state at a point in time Triggered 1. 2. 3. Manually on demand Automatically before each sync operation Automatically before each master password change Backups are fully encrypted with your master password Available under File menu -> Backups