1Password for Mac Manual version 4 — Last update: 2014/11/20 AgileBits
Transcription
1Password for Mac Manual version 4 — Last update: 2014/11/20 AgileBits
1Password for Mac Manual version 4 — Last update: 2014/11/20 AgileBits Table of Contents Welcome to 1Password .............................................................................................................................. 1 Quick Start .................................................................................................................................................. 2 Requirements.......................................................................................................................................... 3 The first time you run 1Password ............................................................................................................ 4 Setting up browsers .............................................................................................................................. 12 Saving a Login ...................................................................................................................................... 15 Using a saved Login.............................................................................................................................. 20 Changing a saved password ................................................................................................................. 22 Adding an Identity and a Credit Card..................................................................................................... 26 Get started! ........................................................................................................................................... 27 Introducing 1Password ............................................................................................................................ 28 The main 1Password application ........................................................................................................... 34 1Password Mini..................................................................................................................................... 40 The browser extensions ........................................................................................................................ 42 Configuring 1Password ........................................................................................................................... 43 Browser settings ................................................................................................................................... 44 Using 1Password...................................................................................................................................... 46 Installing 1Password ............................................................................................................................. 47 Installing from the Mac App Store (MAS) ......................................................................................... 48 Installing from the AgileBits site ....................................................................................................... 49 Getting started again on a new computer .............................................................................................. 50 Restore from backup........................................................................................................................ 53 Syncing your 1Password data ............................................................................................................... 55 Syncing using iCloud ....................................................................................................................... 56 Syncing using Dropbox .................................................................................................................... 62 Syncing over Wi-Fi........................................................................................................................... 66 Syncing to a local folder................................................................................................................... 74 Importing data ....................................................................................................................................... 78 Verifying your 1Password vault backups ............................................................................................... 83 Creating a multi-page Login .................................................................................................................. 85 Using keyboard shortcuts ...................................................................................................................... 87 Using 1PasswordAnywhere................................................................................................................... 90 Still need help?......................................................................................................................................... 91 1Password Glossary ................................................................................................................................ 92 AgileBits 1Password for Mac - version 4 Welcome to 1Password A beautiful application that marries security and convenience to help you effortlessly safeguard your computing life. A secure vault for any information you want to keep safe from prying eyes. A web form filler that makes it possible to use a unique, strong password on every web site and still log in with just a click. All you have to remember is, quite literally, one password. This is 1Password 4 for Mac. Welcome. Next: Quick Start —> Last update: 2014/11/20 16:00:40 Page 1 of 100 AgileBits 1Password for Mac - version 4 Quick Start This section provides what we believe is the very least information with which you can be successful using 1Password 4 for Mac. • Requirements • The first time you run 1Password • Setting up browsers • Saving a Login • Using a saved Login • Changing a saved password • Adding an Identity and a Credit Card • Get started! Please see the rest of this user’s guide for more information. Last update: 2014/11/20 16:00:40 Page 2 of 100 AgileBits 1Password for Mac - version 4 Requirements Operating Systems 1Password 4 for Mac requires Mac OS X 10.8.4 or later (Mountain Lion or Mavericks). Web Browsers 1Password 4 for Mac supports these web browsers: • Firefox • Chrome • Safari • Opera We make every effort to support the beta versions of these browsers as well, when possible. Next: The first time you run 1Password —> Last update: 2014/11/20 16:00:40 Page 3 of 100 AgileBits 1Password for Mac - version 4 The first time you run 1Password Congratulations on becoming part of the 1Password family. Now that you’ve installed 1Password 4 for Mac, let’s get started by running it for the first time, and doing some basic setup. To begin, click on Finder > Applications and then double click on the 1Password 4 icon to start 1Password. 1Password 4 will start, and display a welcome screen with an overview of 1Password 4. To continue reading, either scroll down or click on one of the topics on the left to jump to that topic. When you are finished reading, click Awesome! Let’s Get Started Last update: 2014/11/20 16:00:40 Page 4 of 100 AgileBits 1Password for Mac - version 4 If you have 1Password data on your computer already from a previous installation or earlier version, 1Password can detect it and use it automatically. Simply enter your master password when prompted to begin using 1Password 4. If you were already running 1Password 4 on a different computer and want to restore your data on this computer, please read Getting started again on a new/different computer. As this is your first time running 1Password, click on I’m new to 1Password. Last update: 2014/11/20 16:00:40 Page 5 of 100 AgileBits 1Password for Mac - version 4 The very first step will be to create your Vault where your confidential information will be stored. To help 1Password encrypt the contents of the vault and keep your data safe, you will need to create a master password. When you start 1Password 4, and to access your stored passwords and data in your vault, you will need to type in your master password. 1Password cannot be unlocked without your master password and we have no way of recovering the master password or your data for you. For your privacy and security, your master password is known only by you. We cannot reset it for you and you cannot change it without entering the old one. There is also no “back door” to access your data without the master password. If there were, that would be a security hole that criminals could exploit to steal your information. Please create a master password that you will remember! Tip: Need some ideas for creating a secure yet memorable password? We can help you with that. Start typing in your master password. You’ll notice as you type that the strength of your master password will change the bar from red to yellow to green. When you first start typing it will be red, because your master password is too short (and too easy). Last update: 2014/11/20 16:00:40 Page 6 of 100 AgileBits 1Password for Mac - version 4 Continue typing your master password, and the bar will change to yellow. If you see the bar jump back to red, that means your password is easily guessable, even if it is a long word or sentence. Keep typing your master password, until the bar turns green. Last update: 2014/11/20 16:00:40 Page 7 of 100 AgileBits 1Password for Mac - version 4 Click in the area which says “Type Master Password again to confirm” and type your master password again. When 1Password 4 is ready to create your vault it will check to make sure the master password you typed on both lines is identical, for safety. Next, click in the area which says “Enter a hint…” and type in a hint which will help you remember your master password. We suggest putting something which isn’t obvious and won’t make it easy for someone other than you to guess your master password. Finally, click Create New Vault to create your vault and begin using 1Password 4. If the master password and the re-typed master password do not match, 1Password will warn you before creating your vault, so you can correct your master password. Last update: 2014/11/20 16:00:40 Page 8 of 100 AgileBits 1Password for Mac - version 4 Once your vault is created, 1Password 4 will display the lock screen, and request that you type your master password to continue. Type in your master password, then click the padlock icon to unlock 1Password 4. After you unlock 1Password for the first time, it will present a few configuration options. If you need to change these options later, you can access them by using the 1Password 4 > Preferences menu option. Security These options determine when 1Password will lock itself. It’s best to use the ‘idle timeout’ option (“Lock after computer is idle for 5 minutes”). By default, 1Password will lock after five minutes of no computer activity. You can change the number of minutes later on in 1Password’s preferences. Click Continue to save your choice and move on to the next configuration setting. Last update: 2014/11/20 16:00:40 Page 9 of 100 AgileBits 1Password for Mac - version 4 Rich Icons Enable this option for the richest 1Password experience. If you choose to disable it, your items will be displayed using the default category icons. Click Continue to save your choice and move on to the next configuration setting. Last update: 2014/11/20 16:00:40 Page 10 of 100 AgileBits 1Password for Mac - version 4 1Password mini Keep this option enabled to use 1Password when the main application is not running. Click Start Using 1Password to save your choice and finish the first-run configuration. Previous: — Requirements Last update: 2014/11/20 16:00:40 Next: Setting up browsers —> Page 11 of 100 AgileBits 1Password for Mac - version 4 Setting up browsers You’re almost done. While you can start using 1Password now, 1Password is meant to be used with the browser extensions installed, and works best that way. Use the 1Password 4 > Install Browser Extensions menu option. This will open the browser extensions web page in your web browser (which is Safari, by default). The web page that opens should automatically detect which browser you are using and offer to install the appropriate browser extension, or you can choose an alternate by clicking on one of the other browser icons listed on that web page. Click the big green Install button on the web page to begin downloading the 1Password browser extension for Safari. Last update: 2014/11/20 16:00:40 Page 12 of 100 AgileBits 1Password for Mac - version 4 The 1Password browser extension will begin downloading, and once fully downloaded it will appear in your Downloads folder, and your Safari web browser should show you the filename in a popup. Double click the filename of the 1Password browser extension to begin installing it. The version number part of the filename shown in the example below will differ from the one you see, as new versions of the browser extension are periodically released. Safari will display a popup window asking for confirmation that you want to install the 1Password browser extension. Click the Install button to continue. Last update: 2014/11/20 16:00:40 Page 13 of 100 AgileBits 1Password for Mac - version 4 After the browser extension has been successfully installed the web page will change to a welcome message, and the 1Password button (with an icon of a key) will appear on your browser. At this point it is safe to exit out of Safari. Tip: It’s a good idea to disable your browsers’ built-in password-save and form-fill features, so you’ll always know it’s 1Password that’s protecting your data and making your Logins available across all your 1Password-enabled browsers and platforms. You’re all set! You’ve now got the Safari 1Password browser extension installed, and now it’s time to cover some of the basics of 1Password 4 for Mac. Next: Saving a Login —> Last update: 2014/11/20 16:00:40 Page 14 of 100 AgileBits 1Password for Mac - version 4 Saving a Login While you can manually enter all sorts of information into 1Password, letting it safely store your credit cards, bank accounts, driver’s license, passport, and anything else, one of its standout features is the way it enables you to easily and quickly log into web sites. Step 1: Make sure the browser extension is installed If you open your web browser and the main 1Password application is installed but the extension isn’t, 1Password will prompt you to install it, in which case you should click Get It Now and read the Setting up browsers section. When the extension is installed, you’ll see the 1Password button in your web browser’s toolbar. Last update: 2014/11/20 16:00:40 Page 15 of 100 AgileBits 1Password for Mac - version 4 Step 2: Visit a login page Let’s use Gmail for our example. Go to http://gmail.com Step 3: Enter your username and password Log into your account as usual, by entering your username and password, then clicking Sign in. Last update: 2014/11/20 16:00:40 Page 16 of 100 AgileBits 1Password for Mac - version 4 If you didn’t turn off Safari’s built-in password saving feature while you were setting up the 1Password browser extensions, it may also offer to remember the username and password you just entered. If Safari asks “Would you like to save this password?”, click on Never for This Website (or Not Now). Step 4: Save the login in 1Password 1Password will now prompt you to save the login. Last update: 2014/11/20 16:00:40 Page 17 of 100 AgileBits 1Password for Mac - version 4 1Password uses the URL of the web site as the suggested name, but it’s a good idea to change this to be something more descriptive and meaningful to you. After you’ve done that, click Save. If you open the main 1Password application, you can see this new saved login listed in the Logins category. Last update: 2014/11/20 16:00:40 Page 18 of 100 AgileBits 1Password for Mac - version 4 _____ Note: Some forms just refuse to cooperate. If you need to save a Login item by hand for some reason, please see Saving a Login manually in our online knowledgebase. Next: Using a saved Login —> Last update: 2014/11/20 16:00:40 Page 19 of 100 AgileBits 1Password for Mac - version 4 Using a saved Login There are three “special” item categories in 1Password: Logins, Identities and Credit Cards. 1Password can fill web forms using the information in these categories. Let’s use the Gmail login we just saved to log into Gmail. Step 1: Open 1Password browser extension To open the 1Password browser extension, click on the 1Password button in your web browser’s toolbar. Step 2: Find the login Since we’ve only added one login so far, we can click Logins category and click on “Gmail Wanda Appleseed”. 1Password will open the web site and log you in. If we had many items, it would be easier to use 1Password’s search. Last update: 2014/11/20 16:00:40 Page 20 of 100 AgileBits 1Password for Mac - version 4 What if you’ve already opened gmail.com in your web browser? In that case, when you click the 1Password button, you’ll see that the relevant login is already displayed. All you need to do is click on “Gmail Wanda Appleseed” and 1Password will log you in. Next: Changing a saved password —> Last update: 2014/11/20 16:00:40 Page 21 of 100 AgileBits 1Password for Mac - version 4 Changing a saved password One of the key benefits of using 1Password is to replace your old, re-used, easy-to-guess passwords with new, strong, unguessable passwords. Step 1: Use your existing Login to log in to the web site. Follow the steps in Using a saved login to log into the site. Go to the site’s “change password” form. This is typically under My Account, Settings, or something similar. In our example, to change our password in Gmail, click on the photo icon in the top right hand corner of the browser, then click on Account. Next, select the Security tab and click on Change password. Last update: 2014/11/20 16:00:40 Page 22 of 100 AgileBits 1Password for Mac - version 4 Step 2: Specify your old password Some (but not all) sites will require you to enter your old/current password before being allowed to change it to something new. You can easily copy it from 1Password into the “current password” field on the form. Click on the 1Password button on your browser’s toolbar. If 1Password recognizes the site you’re on because the URL matched, the login will appear at the top (as it does in this example), or if not then click on Logins, then find the login for this site. Hover over the dots to the right of the word password with your mouse, and click Copy. Make sure you are clicking the Copy button next to the password field, not the username field. Last update: 2014/11/20 16:00:40 Page 23 of 100 AgileBits 1Password for Mac - version 4 Next, in the browser on Gmail’s change password form, click in the “Current password” field and press ⌘V on your keyboard to paste your password. Step 3: Generate a new password In your browser on Gmail’s change password form, click in the “New password” field. Next, click on the 1Password button on your browser’s toolbar, and choose Password Generator. 1Password will automatically have generated a new password for you which it displays. Click on the little down arrow icon next to the words “Password Recipe” to use the controls to create exactly the kind of password required by the site. When you are satisfied with the generated password, click Fill. 1Password should enter the strong password into the “New password” and “Confirm new password” fields; otherwise, you can paste it in yourself. Click Change Password to save your new Gmail password. Last update: 2014/11/20 16:00:40 Page 24 of 100 AgileBits 1Password for Mac - version 4 Step 4: Update your existing Login in 1Password Accept 1Password’s offer to update the password field in your existing Login for that site by clicking Update. Next: Adding an Identity and a Credit Card —> Last update: 2014/11/20 16:00:40 Page 25 of 100 AgileBits 1Password for Mac - version 4 Adding an Identity and a Credit Card Web site logins aren’t the only type of information that 1Password can fill in for you in your browser. You can add other items to 1Password like an Identity and Credit Card, and then you won’t have to type in your personal and financial details online again — just click the 1Password button in your browser’s toolbar, and choose the item you want to use to fill in the form. 1. In the main 1Password program, choose File > New Item, or press the + button. 2. Choose the type of item you want to create: • Identity • Credit Card 3. Fill in as much information as you want to make available for 1Password to use online (or that you want to have available as a record for your own use). 4. Give the item a name, such as “Personal”, “Office Address”, or “Debit Card”, that will make it easily identifiable when you need it. 5. Save the new item to make it available in your 1Password-enabled browsers. Next: Get started! —> Last update: 2014/11/20 16:00:40 Page 26 of 100 AgileBits 1Password for Mac - version 4 Get started! Once you’ve completed the steps in this Quick Start section, you’re ready to use 1Password. As you add information to your vault, you’ll discover its powerful organization tools, advanced search options, smart folders, and so much more. For more information, consider spending a few minutes looking at these other sections: • Introducing 1Password Read about the main program and its features. • Configuring 1Password Read about preference settings. • Using 1Password Read about many other useful features. If you don’t find the answer to your question here, please take a look at Need help?. Next: Introducing 1Password —> Last update: 2014/11/20 16:00:40 Page 27 of 100 AgileBits 1Password for Mac - version 4 Introducing 1Password Multiple Vaults No longer must your worlds collide! 1Password 4 helps you keep your data more organised than ever before with the new multiple vaults feature. Want to keep your work and personal stuff separate? No problem, just create a separate “Work” vault. Have to handle your parents’ finances but want to keep that separate from your own stuff? No problem, create a separate “Parents” vault. Have items that you don’t want to delete but that aren’t really relevant anymore? No problem, create an “Archive” vault. Each vault can have its own password, its own identifying icon and accent colour, and its own sync settings. The possibilities are endless! Find Duplicate Passwords and Other Sorting Options It was always easy to find all the sites that used a particular password—provided you knew the password to look for. 1Password 4 removes the guesswork and effortlessly displays your duplicate passwords. In addition, it puts a veritable treasure trove of powerful sorting and filtering options at your fingertips, such as instantly displaying your oldest and weakest passwords. Last update: 2014/11/20 16:00:40 Page 28 of 100 AgileBits 1Password for Mac - version 4 Multiple URLs Per Login If you have two different web sites that use the same login information, you no longer have to create a separate login item for each one. 1Password 4 introduces the ability to add multiple URLs to a single login. Favourites Last update: 2014/11/20 16:00:40 Page 29 of 100 AgileBits 1Password for Mac - version 4 Our iOS customers are no strangers to this feature, which makes a few select items immediately and easily accessible in 1Password 4’s sidebar. Drag and drop your favourite items to rearrange them in the desired order. Custom Fields The notes field has long been used to store information not otherwise accommodated by 1Password 4’s item template. Now, you can add custom fields to any item (except for items in the Secure Notes and Password History categories). The greatest benefit of this is that you can easily click to copy the information. Search There are three ways in which 1Password 4’s search can help you stay on top of your information. Multiple Keywords Search for multiple keywords in the search box, separated by spaces. Advanced Search Options Use 1Password 4’s powerful search criteria to find exactly what you want, more quickly than ever before. Last update: 2014/11/20 16:00:40 Page 30 of 100 AgileBits 1Password for Mac - version 4 Smart Folders Save a search in 1Password 4’s sidebar to return to it later. For example, you can create a list of passwords older than six months. You may not have time to change these immediately, so you can return to the list and update your passwords at your convenience, without having to search for them again. As time passes, the list will update itself, adding the passwords that have “expired” since the last time you checked. Sync Sync Options In addition to Dropbox, 1Password 4 supports iCloud and Folder sync. Last update: 2014/11/20 16:00:40 Page 31 of 100 AgileBits 1Password for Mac - version 4 Folder sync means that you can now use custom sync solutions like SugarSync or SpiderOak. You can also use local Wi-Fi sync instead of syncing with the cloud. Sync Improvements • Any sync conflicts are now automatically detected, merged and resolved • When syncing with Dropbox, the Dropbox folder can be located anywhere on your Mac, something that wasn’t previously possible with the Mac App Store version of 1Password 3. Item Sharing 1Password 4 introduces the ability selectively share encrypted items via email or iMessage. OS X Mavericks 1Password 4 supports OS X 10.9 Mavericks right out of the box, no waiting or software updates required. Last update: 2014/11/20 16:00:40 Page 32 of 100 AgileBits 1Password for Mac - version 4 Accessibility and Localisation Full support for VoiceOver and localization across all 1Password 4 components (the main application, 1Password mini, and the browser extensions). More These are the unsung heroes. They’re not flashy, and they don’t get featured in screenshots or videos. They work quietly, behind the scenes and under the hood, to make 1Password 4 best in its class. • AES-256 Authenticated Encryption and PBKDF2 calibration. Item titles and URLs are now always encrypted, making an already secure application even stronger and better • Fully sandboxed • New data format, resulting in dramatically improved performance and faster syncing Next: The main 1Password application —> Last update: 2014/11/20 16:00:40 Page 33 of 100 AgileBits 1Password for Mac - version 4 The main 1Password application To expand and collapse the Categories, Folders, Tags, and Security Audit sections, move the pointer over the section title in the sidebar, and click Show or Hide while it’s visible. Last update: 2014/11/20 16:00:40 Page 34 of 100 AgileBits 1Password for Mac - version 4 In the three-pane view shown above, click the list-sort control to select the attribute and sort order: (See View below for related information.) Note that the vault selector appears only when you’ve created a secondary vault. Menu commands 1Password 4 The Switch to Vault command displays the same list as the vault selector near the left end of the 1Password toolbar. The Lock command has the same effect as the lock tool on the 1Password toolbar. Last update: 2014/11/20 16:00:40 Page 35 of 100 AgileBits 1Password for Mac - version 4 File The New Item command displays the same list as the + tool on the 1Password toolbar. The New Smart Folder command has the same effect as the Edit > Find > Show Search Options command, so it is disabled when those controls are already visible. (See Edit below for details.) The Backup command creates a new backup of your 1Password data and displays the Backup tab of 1Password preferences, where you can confirm that the backup was performed and view other backups (whether created automatically or using the Backup command). The Restore command displays the Backup tab of 1Password preferences, where you select the backup you want to restore. Edit Last update: 2014/11/20 16:00:40 Page 36 of 100 AgileBits 1Password for Mac - version 4 The Show Search Options command displays controls for defining a search filter that you want to save for re-use. When those controls are visible, the command switches to Hide Search Options, and the Edit > Find > Show Search Options command is disabled. View The Top command displays listed items in a grid that is similar to the 1Password for Windows layout. In this layout, click on a column heading (Title, Website, Username, …) to sort the listed items by the values in that Last update: 2014/11/20 16:00:40 Page 37 of 100 AgileBits 1Password for Mac - version 4 column. Click again to reverse the sort order. Note that the Conceal Passwords command works differently than the other toggles in this menu. You enable this toggle to hide passwords. Leave this toggle disabled to see passwords. Tip: When the Conceal Passwords toggle is enabled, you can press the Option key to get a quick peek at a password. Item Use the commands on the Share submenu to send a single selected item by email or text message, to print a hard copy of a single selected item, or to move or copy one or more selected items to another of your vaults. Last update: 2014/11/20 16:00:40 Page 38 of 100 AgileBits 1Password for Mac - version 4 Window The Wi-Fi Sync command displays instructions for setting up a temporary Wi-Fi connection with the 1Password app running on your mobile device. Tip: Be sure to keep the window open until the Wi-Fi sync is complete. Help In addition to the commands on this menu, you can follow us on Twitter, like us on Facebook, and subscribe to our newsletter. Last update: 2014/11/20 16:00:40 Page 39 of 100 AgileBits 1Password for Mac - version 4 1Password Mini 1Password mini is the ever-present menu-bar companion to the main 1Password application. It enables the browser extensions to function and provides access to your 1Password data even when the main app and your web browsers aren’t running. You can use a customisable keyboard shortcut to open 1Password mini in your menu bar to Go & Fill Logins or to view and copy item details. You can even anchor an item’s details so that they remain visible when 1Password Mini is closed. Last update: 2014/11/20 16:00:40 Page 40 of 100 AgileBits Last update: 2014/11/20 16:00:40 1Password for Mac - version 4 Page 41 of 100 AgileBits 1Password for Mac - version 4 The browser extensions 1Password 4 introduces brand new browser extensions that provide a consistent experience in Safari, Chrome, Canary, Firefox, and Opera. • The improved autosave prompt works great even on sites with multiple frames. • The extensions now detect password change forms and will prompt you to update existing logins. • When a new login is saved based on a previously generated password, 1Password 4 will convert the Password History item into a Login item, minimising database clutter • The extensions support multiple Chrome profiles. Last update: 2014/11/20 16:00:40 Page 42 of 100 AgileBits 1Password for Mac - version 4 Configuring 1Password Click on the > icon next to this topic in the Table of Contents. Last update: 2014/11/20 16:00:40 Page 43 of 100 AgileBits 1Password for Mac - version 4 Browser settings Many modern web browsers provide rudimentary password management features that may actually conflict with the richer feature set provided by 1Password. We strongly recommend disabling your browser’s password management feature. Note: You might not want to clear the list of saved passwords in your browser until you’ve created Logins in 1Password for the corresponding sites. Once you have, though, clearing the passwords saved in your browser might plug a potential “hole” in your system’s security. Safari 1. In Safari, choose Safari > Preferences. 2. Select the AutoFill tab. 3. Disable the User names and passwords, Credit cards, and Other forms options. Tip: Because 1Password includes Identity items, you can also disable the Using info from my Contacts card option, as shown above. 4. Click on the red “close” circle in the upper left corner to save your changes. Chrome 1. In Chrome, choose Chrome > Preferences. 2. Scroll down, and click Show advanced settings. 3. Scroll down to Passwords and forms. 4. Disable the Enable Autofill… and Offer to save your web passwords options. 5. Close the Preferences window to save your changes. Last update: 2014/11/20 16:00:40 Page 44 of 100 AgileBits 1Password for Mac - version 4 Firefox 1. In Firefox, choose Firefox > Preferences. 2. Select the Security tab. 3. Disable the Remember passwords… and Use a master password options. 4. Close the preferences window to save your changes. Opera 1. In Opera, choose Opera > Preferences. 2. In the sidebar, select Privacy and security. 3. Disable the Offer to save passwords… and Enable auto-filling… options. 4. Close the preferences tab to save your changes. Last update: 2014/11/20 16:00:40 Page 45 of 100 AgileBits 1Password for Mac - version 4 Using 1Password Click on the > icon next to this topic in the Table of Contents. This section of the 1Password 4 for Mac user’s guide includes: • Installing 1Password • Registering 1Password • Getting started again on a new computer • Syncing your 1Password data • Verifying your 1Password vault backups Last update: 2014/11/20 16:00:40 Page 46 of 100 AgileBits 1Password for Mac - version 4 Installing 1Password Installing 1Password 4 for Mac is straightforward. Before you begin, please make sure that your computer is running an up-to-date version of Mac OS X (see Requirements for more detail). 1Password 4 for Mac can be installed either from the Mac App Store or from the AgileBits site, depending on where you purchased it: • Installing from the Mac App Store • Installing from the AgileBits site Please click on one of the above links to get more specific detail. Previous: — Using 1Password Last update: 2014/11/20 16:00:40 Page 47 of 100 AgileBits 1Password for Mac - version 4 Installing from the Mac App Store (MAS) Installing 1Password 4 for Mac from the Mac App Store (MAS) is easy and automatic. 1Password 4 for Mac is downloaded and installed immediately upon purchase from the Mac App Store, and afterward is updated from the Store > Updates screen in the App Store application on your Mac. If you haven’t yet purchased and installed 1Password 4 for Mac, you can find it on the Mac App Store, or you may prefer to purchase it from our online store. After installation After installing 1Password 4 for Mac, if you have never used 1Password 4 before, a good place to start reading would be The first time you run 1Password. Next: The first time you run 1Password → Last update: 2014/11/20 16:00:40 Page 48 of 100 AgileBits 1Password for Mac - version 4 Installing from the AgileBits site If you haven’t already purchased and installed 1Password 4 for Mac, you can purchase it from our online store, or, if you prefer, you can purchase it from the Mac App Store. If you do purchase it from the Mac App Store, you can skip this section and instead read Installing from the Mac App Store. Step 1: Download the Application 1Password comes wrapped in a ZIP file that you can download from our web site. What happens with this ZIP file depends on how your browser is configured: • Some browsers will automatically open safe files. In this case, the file will be automatically unzipped for you and you will see “1Password 4” in your Downloads folder. • If the file wasn’t automatically unzipped for you, you will instead see a ZIP file in your Downloads folder. Double-click this file to unzip it. Step 2: Install 1Password 4 for Mac Drag 1Password 4 from your Downloads folder into your main Applications folder. After installation You can run the full and unlimited version of 1Password which you installed from the AgileBits site in trial mode for 30 days, after which time you’ll be limited to 20 items stored in your vault. You can purchase a license and register 1Password now, or anytime within the trial period. After installing 1Password 4 for Mac, if you have never used 1Password 4 before, a good place to start reading would be The first time you run 1Password. Next: The first time you run 1Password → Last update: 2014/11/20 16:00:40 Page 49 of 100 AgileBits 1Password for Mac - version 4 Getting started again on a new computer Welcome back. Now that you’ve installed 1Password 4 for Mac on a new computer, let’s get started by running it and restoring your passwords & confidential data. To begin, click on Finder > Applications and then double click on the 1Password 4 icon to start 1Password. 1Password 4 will start, and display a welcome screen with an overview of 1Password 4. If you’re already familiar with the overview of 1Password 4, click Awesome! Let’s Get Started, or to continue reading either scroll down or click on one of the topics on the left to jump to that topic. Last update: 2014/11/20 16:00:40 Page 50 of 100 AgileBits 1Password for Mac - version 4 Next, click on I’ve used 1Password before. Last update: 2014/11/20 16:00:40 Page 51 of 100 AgileBits 1Password for Mac - version 4 1Password can restore your data in a number of different ways: 1Password can restore your data from iCloud, Dropbox, This Mac, or Restore from Backup. Last update: 2014/11/20 16:00:40 Page 52 of 100 AgileBits 1Password for Mac - version 4 Restore from backup To restore your 1Password data from a backup, begin by clicking in the circle next to Restore from backup, then click on the button Choose backup. A Finder window will open. Navigate to where your 1Password backup file is located, click on the file to select it, and then click on the Restore button. 1Password will prompt you to confirm that this is the backup you wish to restore. To restore this backup, click on the Restore button. Last update: 2014/11/20 16:00:40 Page 53 of 100 AgileBits 1Password for Mac - version 4 1Password will restore your backup, then exit. To continue, click on Finder > Applications and then double click on the 1Password 4 icon to start 1Password. After you unlock your vault with your restored data inside, 1Password 4 will prompt you to answer a few First-Run Configuration questions (see The first time you run 1Password for more detail). Afterward, don’t forget to set up the browsers. Next: → Setting up browsers Last update: 2014/11/20 16:00:40 Page 54 of 100 AgileBits 1Password for Mac - version 4 Syncing your 1Password data One of the things that makes 1Password so useful is that it’s available for a variety of operating systems; whether you’re on a Windows PC at work or an iOS device in the car, you can install 1Password and have your information handy and protected at all times. Manually updating 1Password multiple times on different computers and mobile devices would be a nightmare, so 1Password offers a variety of options for automatically keeping your vault synced. iCloud If you are only using 1Password on Apple devices, iCloud is your best choice! It’s the easiest sync service: you turn it on and that’s it, you’re all set. Dropbox If you need cross-platform support, Dropbox is your best bet. It works in all the operating systems 1Password supports: Windows, Android, Windows Phone 7, OS X and iOS. Syncing over Wi-Fi You can use this method to sync 1Password 4 for Mac with 1Password 4 for iOS, without using a cloud service like Dropbox or iCloud. Folder sync Folder sync lets you use the service of your choice to keep your 1Password vault synced. You can even use an application to sync your vault between computers without using any cloud sync service. This option doesn’t work with mobile devices, though; it’s only for syncing your vault with other computers. Last update: 2014/11/20 16:00:40 Page 55 of 100 AgileBits 1Password for Mac - version 4 Syncing using iCloud Syncing with iCloud couldn’t be simpler. All we need to do is make sure that iCloud is enabled and then tell 1Password to use it. Enable iCloud Open the System Preferences application on your Mac. Select the iCloud icon. Last update: 2014/11/20 16:00:40 Page 56 of 100 AgileBits 1Password for Mac - version 4 Sign into iCloud using your Apple ID, if you haven’t already. Last update: 2014/11/20 16:00:40 Page 57 of 100 AgileBits 1Password for Mac - version 4 Enable iCloud’s “Documents & Data” option. This is the option that lets applications like 1Password sync their data with iCloud. Last update: 2014/11/20 16:00:40 Page 58 of 100 AgileBits 1Password for Mac - version 4 Instruct 1Password to sync with iCloud Open 1Password’s preferences. Last update: 2014/11/20 16:00:40 Page 59 of 100 AgileBits 1Password for Mac - version 4 Select the Sync tab and then select the iCloud option. 1Password will let you know that it’s going to start syncing with iCloud. Click Start Syncing to continue. Last update: 2014/11/20 16:00:40 Page 60 of 100 AgileBits 1Password for Mac - version 4 Depending on the size of your 1Password vault, the intial sync can take some time. Give iCloud a few minutes to finish syncing your data. From now on, opening 1Password’s Preferences > Sync window will display the path to your 1Password vault in iCloud, as well as when the vault was last synced. Last update: 2014/11/20 16:00:40 Page 61 of 100 AgileBits 1Password for Mac - version 4 Syncing using Dropbox Syncing with Dropbox couldn’t be simpler. All we need to do is make sure that Dropbox is running and then tell 1Password to use it. Start Dropbox If you don’t yet have Dropbox, you can create an account and download the application from their web site. When Dropbox is running, you’ll see its icon in your menu bar. Instruct 1Password to sync with Dropbox Open 1Password’s preferences. Last update: 2014/11/20 16:00:40 Page 62 of 100 AgileBits 1Password for Mac - version 4 Select the Sync tab and then select Dropbox. 1Password will run a quick check to make sure the Dropbox application is installed and running. Click the Choose button to tell 1Password where your Dropbox folder is. Last update: 2014/11/20 16:00:40 Page 63 of 100 AgileBits 1Password for Mac - version 4 Select your Dropbox folder and click Open. 1Password will let you know that it’s going to create a copy of your vault in Dropbox. Click Create New. Last update: 2014/11/20 16:00:40 Page 64 of 100 AgileBits 1Password for Mac - version 4 You’re all set. 1Password will now start syncing with Dropbox. From now on, opening 1Password’s Preferences > Sync window will display the path to your 1Password vault in your Dropbox folder, as well as when the vault was last synced. Last update: 2014/11/20 16:00:40 Page 65 of 100 AgileBits 1Password for Mac - version 4 Syncing over Wi-Fi 1. Start the temporary Wi-Fi sync server on your PC or Mac. Important: Leave this window open until the sync is complete. • In 1Password 4 for Windows, choose File > Wi-Fi Sync. • In 1Password 5 for Mac, choose Window > Wi-Fi Sync, and enable the Use Wi-Fi to sync this Mac with iOS devices option. • In 1Password 4 for Mac, choose Window > Wi-Fi Sync. Last update: 2014/11/20 16:00:40 Page 66 of 100 AgileBits 1Password for Mac - version 4 Remember: You need to leave the sync-server window open until the sync is complete. 2. In 1Password for iOS, tap Settings > Sync. Last update: 2014/11/20 16:00:40 Page 67 of 100 AgileBits 1Password for Mac - version 4 3. Tap Sync using Wi-Fi. 4. If your computer is not listed… …tap Refresh List. Last update: 2014/11/20 16:00:40 Page 68 of 100 AgileBits 1Password for Mac - version 4 5. Tap on the computer’s name. Last update: 2014/11/20 16:00:40 Page 69 of 100 AgileBits 1Password for Mac - version 4 6. Tap Secret, and type the “secret” still displayed on the Mac or PC. Last update: 2014/11/20 16:00:40 Page 70 of 100 AgileBits 1Password for Mac - version 4 7. Tap Done. Last update: 2014/11/20 16:00:40 Page 71 of 100 AgileBits 1Password for Mac - version 4 8. Tap Sync Now. Last update: 2014/11/20 16:00:40 Page 72 of 100 AgileBits 1Password for Mac - version 4 9. When the message below the computer name changes from “Sync started” to “Sync finished”: 1. Exit Settings on your iOS device. 2. Close the Wi-Fi sync-server window on your Mac or PC. Last update: 2014/11/20 16:00:40 Page 73 of 100 AgileBits 1Password for Mac - version 4 Syncing to a local folder Most sync services begin with the specification of a folder on your computer. For example, Dropbox creates a Dropbox folder on your computer and syncs everything in that folder. If you use a cloud sync service that isn’t built into 1Password, like SugarSync or SpiderOak, you can use 1Password’s folder sync feature to keep your 1Password vault in sync using that service. You will also find this method useful if you use an application like ChronoSync to sync data between computers on the same network. In essence, we tell 1Password to sync the vault with a specific folder, and then we tell our sync solution (a cloud-based service or a local application) to keep that folder in sync. Tell 1Password to sync with a folder on your Mac Open 1Password’s preferences. Last update: 2014/11/20 16:00:40 Page 74 of 100 AgileBits 1Password for Mac - version 4 Select the Sync tab and then select the Folder option. Next, click Choose to choose the folder you would like 1Password to use for syncing. The “MySyncFolder” folder name is just an example, you can select any folder you like. Last update: 2014/11/20 16:00:40 Page 75 of 100 AgileBits 1Password for Mac - version 4 1Password will let you know that it’s going to create a copy of your vault in the folder you selected. Click Create New to continue. You’re all set. 1Password has now begun syncing to your selected folder. From now on, opening 1Password’s Preferences > Sync window will display the path to your 1Password vault in your sync folder, as well as when the vault was last synced. Last update: 2014/11/20 16:00:40 Page 76 of 100 AgileBits Last update: 2014/11/20 16:00:40 1Password for Mac - version 4 Page 77 of 100 AgileBits 1Password for Mac - version 4 Importing data The best way by far to share your 1Password data among your computers and mobile devices is to use Dropbox (as described here) to keep them in sync. That way, your 1Password data is always automatically up to date and available on all of them, no matter where you modify it. To import Logins and other item types, just choose File > Import, and locate and select the import file. Import formats • 1Password Interchange Format • Comma-separated values • SplashID vID • Other formats Other important information • Cleaning up • Watchtower and the “modified date” • Alternatives to importing data 1Password Interchange Format 1. In 1Password on the destination Mac, choose File > Import. 2. Choose the .1pif file copied from the source PC or Mac. Comma-separated values 1Password for Mac includes the ability to import Login, Credit Card, Software License, and Secure Note items from delimited-text files that use commas to separate fields. Delimited-text files have a few common characteristics: • Each line of text represents a record—in this case, a Login you want to create in 1Password. Last update: 2014/11/20 16:00:40 Page 78 of 100 AgileBits 1Password for Mac - version 4 • Each string of characters between the delimiters represents a field—in this case, a title, URL, username, password, or other value—in that item to be created. • Each record has a fixed number of columns, even if a given record has no values in some of those columns. • The fields may be enclosed in quotation marks: "value","value","value value",...,"value" • A field enclosed in quotation marks can include line breaks, as might be useful for long notes. It can even include the delimiter character: "value 1, value 2","value 3",...,"value 9 value 9 continued remainder of value 9" 1Password for Mac imposes a few additional restrictions: • 1Password for Mac requires that the file contains only records with field values; in other words, it may not include a first record containing field names. Tip: If it does contain such a first record, 1Password will create an extra item with the values in that record, which you can delete when the import is complete. • 1Password for Mac requires the fields (columns) appear in exactly this order, which means that each CSV file may contain only one type of item to be imported: ◦ For Login items title, URL, username, password, notes, custom field 1, custom field 2, … ,custom field N …where “custom field X” is an optional field that can be imported. Note: Any custom fields will appear in a section called “Other Fields” when you view the Login in 1Password. ◦ For Credit Card items title, card number, expiration month and year (MM/YYYY), cardholder name, PIN, bank name, CVV, notes ◦ For Software License items title, version, license key, your name, your email, your company, download URL, software publisher, software publisher URL, retail price, support email, purchase date, order number, notes ◦ For Secure Note items title, note text Last update: 2014/11/20 16:00:40 Page 79 of 100 AgileBits 1Password for Mac - version 4 • 1Password for Mac requires that the CSV file be encoded in Unicode (UTF-8) format. So, a simple comma-delimited text (CSV) file would look something like this for importing Login items into 1Password for Mac: Cogito Ergo Sum,http://www.cogito.com/ergo-sum,your-username,your-password,Ergo Sum Self-Realization 5.0,CES-98765-43210,,,your-address@e-mail.org Acme WidgetPro,www.acme.com,your-username,your-password,WidgetPro 2010,,AC123-WP45-67890,Acme,your-address@e-mail.org If you open a properly formatted delimited-text file in a spreadsheet program, all the titles, usernames, passwords, and so on line up. If your plain-text file meets all of these criteria, 1Password should have no problem importing it and creating a Login item for each record. Tip: If your data is tab- or semicolon-delimited, you can open it in a spreadsheet program, like Numbers, and save it in (or export it to) CSV format. SplashID vID 1. In SplashID, choose File > Export > SplashID vID, and note the name and location of the vID file created. 2. Open the vID file in a plain-text editor, like TextEdit. 3. Make sure the first line of the exported vID file is exactly this: SplashID vID File -v3.0 4. Use the text editor’s “save as” function: • Making sure the text encoding is Unicode (UTF-8), not plain text. • Changing the filename to end in something like -UTF-8.vid (the .vid extension is required). Tip: Exporting a few SplashID items at a time can help you isolate any importing problems that arise. Other formats If your delimited-text file uses tabs or semicolons to separate fields, you can open it in a spreadsheet program, like Numbers, and save it in (or export it to) CSV format. Last update: 2014/11/20 16:00:40 Page 80 of 100 AgileBits 1Password for Mac - version 4 The CSV export from any program may need to be edited to conform to the guidelines above before it can be imported into 1Password. Details for the now discontinued Moxier Wallet program are discussed in our online forums. If you want to import data directly from other password management programs, you may be able to use one of the converters described in our online knowledgebase. Cleaning up Caution: • 1Password Interchange Format files are not encrypted. Your data in the .1pif file is stored in JSON, a plain text format, so be sure to delete the file securely on both the source and destination machines, when you’ve completed the transfer. For your security, do not use an online JSON viewer to read a .1pif file, because your private data would be transmitted in plain text. • Delimited text files are not encrypted. Your data in the .csv file is saved in plain text, so be sure to delete the file securely on both the source and destination machines, when you’ve completed the transfer. For your security, do not use a cloud-based service to read or transfer the file between machines, because your private data would be transmitted in plain text. An important note regarding Watchtower The “modified date” of items imported as delimited text or from a Roboform export will be recorded as the time and date they were imported. For that reason, 1Password’s Watchtower service will not be able to accurately assess these items’ vulnerability. If you have not recently changed the passwords for your imported items, we recommend visiting our Watchtower page and entering the URLs, one at a time, to check for vulnerabilities. Alternatives to importing data Copying the 1Password vault If you just need to move your 1Password data once from one Mac to another for some reason, you can sync to a folder and copy the .agilekeychain folder (by way of a removable drive, for example). Then double-click the .agilekeychain or .opvault folder you just copied (not some subfolder within it), and follow the instructions to use it as a new secondary vault. Shared folders and shared drives Last update: 2014/11/20 16:00:40 Page 81 of 100 AgileBits 1Password for Mac - version 4 To protect data integrity, and improve performance: • We do not recommend storing your 1Password data in a location that uses the “shared folders” feature included in Parallels and VMware. • We do not recommend storing your 1Password data folder on a network-share device. Last update: 2014/11/20 16:00:40 Page 82 of 100 AgileBits 1Password for Mac - version 4 Verifying your 1Password vault backups No conversation about security would be complete without discussing the subject of backups. If you don’t already use Time Machine or some other method of backing up all your data, we strongly recommend it. One thing you don’t have to worry about is your 1Password data, because 1Password creates automatic backups for you. To see the details about your backups, start by opening 1Password’s preferences. Select the Backup tab. Last update: 2014/11/20 16:00:40 Page 83 of 100 AgileBits 1Password for Mac - version 4 You can restore your 1Password data from these backups if you install 1Password on a new computer. Last update: 2014/11/20 16:00:40 Page 84 of 100 AgileBits 1Password for Mac - version 4 Creating a multi-page Login Some web sites—especially banks, it seems—require you to enter your username and password on separate pages, perhaps with a random “security question” of some kind in between. Generally speaking, you’ll need to create a separate Login item for each page in the sequence, as in this example: 1. On the Browser tab of 1Password preferences, make sure the Automatically ask to save new Logins option is enabled. 2. Go to www.mybank.com/login.html, and fill in your username, but do not submit the form. 3. Click the 1Password button on the browser toolbar, and choose Settings > Save New Login; name the new item MyBank - 1. 4. Back in the browser, submit the username page. 5. On the next page, answer the security question, repeat the steps above to save a new Login item, and submit the form. Depending on the number of possible security questions, you may decide not to save a Login for that page. In that case, you’d simply enter the answer and submit the form by hand, each time you log in to the bank’s site. If you do save a Login for the security-question page, you’ll need to create one for each of the random questions, something like this: MyBank – 2 (mother’s maiden name) MyBank – 2 (father’s birth year) MyBank – 2 (favorite pet’s name) Tip: When you set up your online bank account, you can use 1Password’s password generator to create unguessable answers to these questions. There’s no reason to tell the bank the real answers, because 1Password will always be there to provide whatever answers you tell the bank to expect. 6. On the next page, fill in your password, and submit the form. Because this page includes a password page, 1Password will save a Login that you can name MyBank - 3. _____ Tip: You may be able to edit one of your saved Logins to contain all the fieldname-value pairs stored above, essentially creating a single Login item that works for all the pages in the sequence. You could also create a Login in the main program, defining the username and password values by hand. This strategy often works with sites that have only two pages in the login sequence, and there’s no harm in trying, if you’re interested in reducing the number of Login items in your vault for some reason. Last update: 2014/11/20 16:00:40 Page 85 of 100 AgileBits 1Password for Mac - version 4 Previous: — Share a secondary vault Last update: 2014/11/20 16:00:40 Next: Using keyboard shortcuts —> Page 86 of 100 AgileBits 1Password for Mac - version 4 Using keyboard shortcuts 1Password recognizes many keyboard shortcuts that can make you a mouseless wonder. Legend ^ Control key ⇧ Shift key ⌥ Option (alt) key ⌘ Command key ⏎ Return key Customizable shortcuts In 1Password, press Command-comma, and select the General tab to change these default shortcuts. ^⌥⌘L Lock 1Password (from anywhere). ⌥⌘\ Show 1Password mini (from anywhere). ⌘\ Fill Login on current web page (in 1Password-enabled browser). Main 1Password application Last update: 2014/11/20 16:00:40 Page 87 of 100 AgileBits 1Password for Mac - version 4 ⌘, Open 1Password preferences. ⌘{ ⌘} Select the previous or next category. Tab Change the focus among the following, in the order listed: sidebar, search field, “sort by” column header, item list. ⌘W Close the 1Password window. ⌘M Minimize the 1Password window. ⌘0 ⌘1 ⋮ ⌘9 Switch to the corresponding vault. ⌥⌘⏎ Use “Go & Fill” to open the selected Login’s URL and fill in the saved credentials. ⌘N Create a new item. ⌘⇧N Create a new item in the currently selected category. ⌘E Edit the currently selected item. ⌘S Save any changes to the current item. ⌘D Duplicate the currently selected item. ⌥ Reveal passwords (if the Conceal Passwords toggle is enabled on the View menu). ⌥⌘P Switch the setting of the Conceal Passwords toggle on the View menu. ⌘F ⌥⌘F Find an item. ^⌥⌘F Show search options. 1Password mini ⌘, Open preferences for 1Password mini. ↑→ ↓← Navigate the list of categories and items. → View details for the selected item. ⌘0 ⌘1 ⋮ ⌘9 Switch to the corresponding vault. ⌘⇧C Copy the password value for the selected Login item. ⏎ When viewing item details, copy the currently selected detail. Last update: 2014/11/20 16:00:40 Page 88 of 100 AgileBits 1Password for Mac - version 4 ⌥ Reveal password (if the Conceal Passwords toggle is enabled on the View menu). ⌘O Anchor the open item window. ⌥ (while closing anchored window) Close all anchored 1Password windows. Last update: 2014/11/20 16:00:40 Page 89 of 100 AgileBits 1Password for Mac - version 4 Using 1PasswordAnywhere With native, platform-specific versions of 1Password available for Mac, Windows, iOS, Android, and even (“read-only”) Windows Phone devices, you need never be separated from your 1Password data. If you find yourself completely stranded, though, and you’re syncing your 1Password data among all those devices using Dropbox, you’re in luck! If you can sign in to your Dropbox account on the web, you have read-only access to 1PasswordAnywhere. To use 1PasswordAnywhere 1. Sign in to your Dropbox account on the web. 2. On your private dropbox.com web site, locate and open the .agilekeychain folder that represents the vault you want to use. 3. Double-click the 1Password.html file you find inside. 4. Enter your master password on the “vault door” screen. Notes: • 1PasswordAnywhere will lock itself automatically after 1 minute of inactivity. • Because local file access can present a security risk, modern browsers will block you from opening the local copy of 1Password.html, reporting a problem with the encryptionKeys.js file. • The .opvault format currently does not include the 1Password.html file or other resources required for access to 1PasswordAnywhere. Last update: 2014/11/20 16:00:40 Page 90 of 100 AgileBits 1Password for Mac - version 4 Still need help? For troubleshooting tips and answers to common questions, please see our online knowledgebase. Contact us For one-on-one help with experts and fellow users, you can always start or join a conversation in the discussion forum. If you prefer, you can send us email at support+mac@agilebits.com. Last update: 2014/11/20 16:00:40 Page 91 of 100 AgileBits 1Password for Mac - version 4 1Password Glossary 1Password app or program The main interface for creating, viewing, and editing your 1Password data. See also Layout. (Mac) The window that appears when you click the 1Password icon in the Dock or open it in the Applications folder. (Windows) The window that appears when you run 1Password from the Windows “start” menu or open it in the Program Files folder. Note that 1Password for Windows isn’t an app (which runs in Metro) but a full Desktop-mode program. 1Password mini (Mac only) 1Password mini is 1Password’s second major component. By default, its icon appears in the menu bar at the top of your screen. 1PIF 1Password Interchange Format. An unencrypted export format best suited for use in one-time data migration. All item types can be exported to a 1PIF file. Caution: Because 1PIF stores your data as plain text, you should protect a .1pif file in transit and securely delete it as soon as you finish the transfer. Accounts (Windows) A collection of various item types that are listed individually in 1Password for Mac. The Accounts category will be phased out in a future release. See also Wallet. .agilekeychain folder (a.k.a. keychain, data folder, or vault) (Mac) The “sync point” (storage format) for use with the Dropbox or Folder sync method, created by 1Password for Mac when you choose either of those sync methods. Because sync settings are vaultspecific, the file is named after the selected vault (for example, work.agilekeychain). The exception to this is the primary vault, which is always saved as 1Password.agilekeychain. Last update: 2014/11/20 16:00:40 Page 92 of 100 AgileBits 1Password for Mac - version 4 (Windows) Your 1Password database. See also .opvault folder and Vault. All Items (a.k.a. All) folder The built-in folder that displays all your 1Password items. Auto-lock The optional mechanism by which 1Password locks your data after a period inactivity or on any of a number of actions or events, defined in 1Password preferences. Auto-save The optional feature by which 1Password automatically offers to create a new Login when you submit a form at a URL for which you do not yet have a Login stored. Auto-submit The optional feature by which 1Password automatically submits a web form after filling it with your stored credentials. Auto-type (Windows only) An alternative form-filling mechanism that may work on sites that don’t accept 1Password’s standard method and even in some programs that are not browser-based. Auto-update The optional feature by which 1Password automatically offers to modify an existing Login, typically with just the new password, rather than replacing the entire Login or creating a new one. Backup The mechanism by which 1Password periodically saves the current state of your data. Backup files are useful in restoring data in case of damage or permanent loss. Backup files are intended only for use by the “restore” function in 1Password on the same platform; they are not suitable for direct import or for restoration into 1Password running on a different platform. For cross-platform transfers, use syncing or 1PIF export and import. Browser extension Last update: 2014/11/20 16:00:40 Page 93 of 100 AgileBits 1Password for Mac - version 4 See Extension. Categories or item types These are the various types of information that you can save in 1Password. Different item types have different “templates” (default fields); you can add custom fields, but you cannot “move” an item from one category to another. See also individual item types. Category area (Mac) There are four categories that 1Password always displays, even in a new vault with no information in it: Logins, Secure Notes, Credit Cards, and Identities. The other categories appear in the sidebar only if you’ve saved an item of that type in your vault. (Windows) All categories are listed, even if you haven’t yet saved an item of that type in your vault. (iOS, Android) The Categories tab is where all of the items in your vault are stored, sorted into their categories. The Categories tab is also where you add new items. Credit Cards Each item holds credit card, debit card, and store card information that 1Password can use to fill payment forms. Custom fields and sections Additional information you may choose to store in any item type. Note that the values in custom fields are not available for use in filling forms, though you can copy the values and paste them as needed. Compare Web form details. Database (Mac) The internal name used to refer to all of your 1Password data, including vaults. Whether you have one vault or five, they are contained in a single database. See also Vault. (Windows) Synonymous with “vault”; there is no separate internal database. See also Vault. Details area The area that displays the details of the selected item. Last update: 2014/11/20 16:00:40 Page 94 of 100 AgileBits 1Password for Mac - version 4 (Mac) In the “left” layout, details are shown in the rightmost column; in the “top” layout, it’s the lower right pane. (Windows) Details are shown in the lower right quadrant. Domain matching The mechanism by which 1Password determines whether you have a Login saved that can be used to fill a form on the web page currently displayed in your 1Password-enabled browser. See also Lenient URL matching. (Windows) A set of controls with which you can refine 1Password’s domain-matching algorithms. Duplicated Passwords See Security Audit. Extension The 1Password icon that you can add to your web browser’s toolbar; extends much of 1Password’s functionality to your web browser. Note that use of the extensions requires installation of the main 1Password app/program on the same machine. Note that iOS does not allow the level of integration required for extension of 1Password into Safari and other browsers on your iOS device, so the 1Password for iOS app includes 1Browser for your convenience. Favorites The built-in folder that displays any items you have “starred.” Fill Login In a 1Password-enabled browser, the act of filling a form on the currently displayed page with the credentials and other form data saved in an existing Login, when you select that Login from the 1Password extension menu. Compare Go & Fill. Folder A means of organizing your 1Password data. An item can be associated with only one folder, but folders can contain items of any type. Last update: 2014/11/20 16:00:40 Page 95 of 100 AgileBits 1Password for Mac - version 4 (Mac) The Folders section in 1Password’s sidebar appears only if you’ve created a folder. Compare Smart folders. Generated Passwords A special category in which 1Password creates an item whenever you use the password generator. See also Security Audit. (Mac) The category is labeled simply Passwords. When you create a Login using a generated password, the Password item is automatically converted into a Login. (Windows) In the main 1Password program, choose the View > Generated Passwords command to toggle display of the category. (The File > New Item submenu includes a Password command only when the Generated Passwords category is displayed in the sidebar.) Go & Fill A step-saving function that takes you to the saved login page, fills the form with your saved credentials, and (optionally) submits the form, when you’re on a blank web page in your browser and you select a saved login from 1Password’s menu, or when the URL stored in the Login you select doesn’t match the URL of the current page, or when you’re in the main 1Password app/program and click on a URL in a Login. Compare Fill Login. Heartbleed (Windows) See Security Audit. Helper (Windows) The 1Password component (Agile1pAgent.exe) that facilitates communication between the 1Password extensions and the main 1Password program. Software that blocks the WebSocket technology used by the Helper—typically antivirus, anti-malware, and firewall tools—breaks the connection between the extensions and the main program. The Helper also displays the 1Password icon in the Windows notification area (a.k.a. the “system tray”). Identities Each item holds name and address information that 1Password can use in your web browser to fill shipping and billing forms. Last update: 2014/11/20 16:00:40 Page 96 of 100 AgileBits 1Password for Mac - version 4 Item A unit of data that you store in 1Password. See also Categories or item types. Layout The arrangement in which your 1Password data is presented in the main window. 1Password for Mac offers two layout options: “top” (the default, similar to the layout in 1Password for Windows) and “left” (columnar). 1Password for Windows uses a four-quadrant layout that is similar to the “top” layout in 1Password for Mac. Lenient URL matching An option with which you can modify 1Password’s standard domain-matching algorithm. See also Domain matching. (Windows) Enable the option (on the Logins tab of 1Password preferences) if you use multiple URLs in a single Login item. List area The area that displays items in the selected category. (Mac) In the “left” layout, items in the selected category or folder (or with the selected tag) are listed in the middle pane; in the “top” layout, it’s the upper right pane. Click the pane header to sort the listed items. (Windows) Items in the selected category or folder (or with the selected tag) are listed in the upper right quadrant. Click the column headings to sort the listed items. Logins Each item holds a set of login credentials (username and password), along with the URLs of one or more sites where 1Password can use the credentials to fill a login form. Login fields See Web form details. Master password The password you create the first time you run 1Password. Your master password is used to lock 1Password and to encrypt your data. It is known only to you—we cannot restore or reset it for you—so it is Last update: 2014/11/20 16:00:40 Page 97 of 100 AgileBits 1Password for Mac - version 4 equally vital that you remember it and that it be impossible for someone else to guess. Anyone with your master password and a copy of your 1Password data has full access to that data. mini See 1Password mini. .opvault folder (a.k.a. keychain, data folder, or vault) (Mac) The new “sync point” format to replace the .agilekeychain format. (Windows) The new database format to replace the .agilekeychain format. See also .agilekeychain folder and Vault. Passwords See Generated Passwords. Password generator (a.k.a. strong password generator or SPG) Whether invoked from the browser extension, the main app/program, or (on the Mac) the mini, the 1Password feature with which create unique and essentially unguessable passwords that conform to the specific requirements of nearly any web site. Primary and secondary vaults See Vault. Restore See Backup. Secure Notes Each item holds free-form plain text in which you can store any information you like. Security Audit (Mac) A special collection of built-in saved searches, in which your Logins with weak, duplicate, or old passwords or for which our Watchtower tool recommends some protective action are automatically collected so it’s easier for you to find and correct them. Last update: 2014/11/20 16:00:40 Page 98 of 100 AgileBits 1Password for Mac - version 4 (Windows) The Weak Passwords, Duplicated Passwords, Heartbleed, and Watchtower categories. Like Generated Passwords, display of these categories is toggled on the View menu. Sidebar (a.k.a. category area and folder area) (Mac) The main app window consists of three panes. In both the “left” and “top” layouts, the sidebar is the left-most pane. (Windows) The main program window comprises four quadrants. The upper left is for categories, and the lower left is for folders and tags. The category and folder areas are sometimes collectively called the sidebar. Smart folders (a.k.a. saved searches) (Mac) A set of search criteria you’ve used to find particular information and saved for reuse at any time. Saved searches are displayed as slightly different folders in 1Password’s sidebar. You don’t manually add items to a smart folder; instead, any items that meet the saved search criteria are automatically listed when you select the smart folder. (Windows) Smart folders cannot yet be viewed or created. Sync A means of sharing your 1Password data among multiple computers and devices, so that it is kept up to date on all of them. Additions, modifications, and deletions in 1Password on any synced device are synchronized to all the other synced devices. 1Password preferences include several sync options. Sync point See .agilekeychain folder and .opvault folder. Tag A keyword that you can optionally assign to any item. You can assign multiple tags to an item. (Mac) Tags appear in the special Tags section of the sidebar, but only if at least one tag has been created. (Windows) Add and delete tags while creating or editing an item; search for tags by pressing Ctrl+↓ in the search field. (iOS, Android) Tags are readable, but cannot yet be created or added to items. Last update: 2014/11/20 16:00:40 Page 99 of 100 AgileBits 1Password for Mac - version 4 Trash The folder that contains items you have deleted. As with the operating system’s Trash or Recycle Bin, you can recover items from 1Password’s Trash until you explicitly empty it. Vault A collection of Logins, Identities, Secure Notes, and other saved data. (Mac) 1Password automatically creates a primary vault when you run it for the first time. Everything you see when you open 1Password—all of your saved items, folders, and tags—is in the currently open vault. You can also create secondary vaults. Each time you switch to a different vault, the 1Password window is refreshed to show only the contents of the vault you select. (Windows) Each vault is a separate .agilekeychain folder with an independent master password. 1Password for Windows does not yet include the concept of “primary” and “secondary” vaults. (iOS) Vaults can be opened and their contents edited, but only primary vaults can be created. (Android) Only primary vaults can be created, opened, and have their contents edited. Wallet (Windows) A collection of various item types that are listed separately in 1Password for Mac. The Wallet category will be phased out in a future release. See also Accounts. Watchtower See Security Audit. Weak Passwords See Security Audit. Web form details Additional fields (besides username and password) that can be saved automatically in the 1Password extension or added manually in the main 1Password app/program, so they’re available for form filling on future visits to the associated site. 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