Codebook for macOS
Transcript of Codebook for macOS
Codebook Codebook for OS X
Introduction and Usage
What is CodebookEncrypted 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
Security256-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 PasswordChoose 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
Welcome1. Toolbar2. Search3. Category List4. Entry List5. Entry View
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Data modelCategory
● Groups records● Navigation-based retrieval
Entry
● Record with multiple fields; or● A multi-line note
Category
Entry
Data modelFields
● Store related data on an entry● e.g. username, password
Labels
● Define the Field type● Establish behavior (e.g. launch
email, generate password)
Field
Label
Create a Category1. New Category (or shift+⌘+N)2. Enter a descriptive name3. Choose an Icon4. Click Done
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Create an Entry1. New Entry (or ⌘+N)2. Enter Descriptive Name3. Choose Icon4. Add Fields
a. Choose Labelb. Enter field value
5. Click the “Favorite Star” to mark important records as Favorites
6. Save changes
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Special Labels & Behaviors● Password / PIN
○ Masked○ Supports random generation
● Note○ Free text entry
● Website○ Launches browser on double click
● Email○ Launches email client on double click
● TOTP○ Generates time-based one time passwords (e.g. for Google 2-step)
Create a Note1. Add Note Entry (or
option+⌘+N)2. First line becomes title3. Multi line text content4. Save note
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Deleting records1. Delete category (and all entries)2. Delete entry (and all fields)3. Delete field
Be careful not to lose information, these operations cannot be undone.
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Navigation and Retrieval
CategoriesNavigate through your own custom organization structure
1. Choose a Category from the navigation area
2. Choose an Entry to view
Categories and Entries are sorted alphabetically
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FavoritesEntries marked with the Favorite star are quickly accessible
1. Click on Favorites2. Click on an Entry
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SearchQuick retrieval of information based on keyword:
1. Enter search criteria2. Choose Entry to view
Entry names and all field values are included in search.
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Copy / PasteData can be copied to the clipboard
1. Click on Field to be copied2. Click the copy button -or- type
⌘+C3. Paste into another app with
⌘+V
The clipboard is managed and fields you copy will be cleared automatically.
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Secret Agent
Secret AgentGlobal 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
Use1. Press shift + ⌘ + \2. Enter search term3. Use up and down arrows or
mouse to navigate results4. Press return to select a search
result5. Arrow down or up to select a
Field (like Password)6. 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.
How to sync1. Tap the Sync button2. Sign in to your Google account
to authenticate3. Sync will proceed after
authorization
Tip: Sync periodically to keep your data in sync across your devices.
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SynchronizationCodebook can keep data in sync across multiple devices
Changes made on any device merge
All data is encrypted on Google Drive
Google Drive
Mobile
Desktop
Sync is triggered on each device on
demand
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
How to sync1. Tap the Sync button2. Sign in to your Dropbox account
to authenticate3. Sync will proceed after
authorization
Tip: Sync periodically to keep your data in sync across your devices.
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Synchronization
Codebook can keep data in sync across multiple devices
Changes made on any device merge
All data is encrypted on Dropbox
Mobile
Desktop
Sync is triggered on each device on
demand
Changes are merged in the central copy on
DropboxDropbox
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 exampleComputer
1. Add a new entry in Codebook Desktop2. Start Sync3. Changes copied to Google Drive or Dropbox
9. Start Sync10. Mobile changes merged from Google Drive or Dropbox to Codebook Desktop
Mobile
4. Start Sync5. Desktop changes merged from Drive to Codebook Mobile6. Edit Entries on Codebook Mobile7. Start Sync8. Mobile changes copied to Google Drive or Dropbox
Important Preferences
Customize LabelsAdd new custom labels
Customize behaviors
Enable masking
Available under File -> Customize Labels (or ⌘+L)
AutolockLeaves 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 clearCodebook automatically wipes secrets from the system clipboard after 2 minutes.
Available under Codebook menu -> Preferences.
Secret Agent1. Check “Enable Secret Agent
with keyboard Command”2. Click the “Choose User Scripts
Folder” button3. Codebook will choose the
correct folder, simply click “Choose User Scripts Folder” again
4. Choose the key sequence to launch Secret Agent
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Other Features
Password changeAvailable 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
BackupsBackups are snapshots of the database state at a point in time
Triggered
1. Manually on demand2. Automatically before each sync
operation3. Automatically before each
master password change
Backups are fully encrypted with your master password
Available under File menu -> Backups