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Codebook for macOS

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  • 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

    Dont forget - no recovery

  • Welcome1. Toolbar2. Search3. Category List4. Entry List5. Entry View

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    3 4 5

  • 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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    4

  • 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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    4

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    4a 4b

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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

    1 2

    3 4

  • 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.

    1 2

    3

  • 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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    2

  • FavoritesEntries marked with the Favorite star are quickly accessible

    1. Click on Favorites2. Click on an Entry

    1 2

  • 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.

    1

  • 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.

    1

  • 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 Command2. 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