1Password for Mac Manual version 5 — Last update: October 24, 2014 AgileBits
Transcription
1Password for Mac Manual version 5 — Last update: October 24, 2014 AgileBits
1Password for Mac Manual version 5 — Last update: October 24, 2014 AgileBits Table of Contents Getting Started ........................................................................................................................................... 1 Installing 1Password ............................................................................................................................... 3 Installing from the Mac App Store (MAS) ........................................................................................... 4 Installing from the AgileBits site ......................................................................................................... 5 Running 1Password for the first time ....................................................................................................... 7 Installing browser extensions ................................................................................................................ 16 Saving a Login ...................................................................................................................................... 19 Using a saved Login.............................................................................................................................. 23 Changing a saved password ................................................................................................................. 25 Adding an Identity and a Credit Card..................................................................................................... 28 Learn more ........................................................................................................................................... 30 Feature Overview ..................................................................................................................................... 31 1Password main app............................................................................................................................. 32 Sidebar ............................................................................................................................................ 33 Item List........................................................................................................................................... 37 Item Details ..................................................................................................................................... 41 1Password mini..................................................................................................................................... 43 Categories ............................................................................................................................................ 48 1Password Preferences ........................................................................................................................ 53 General Preferences........................................................................................................................ 54 Security Preferences ....................................................................................................................... 58 Watchtower Preferences.................................................................................................................. 62 Browser Preferences ....................................................................................................................... 63 Sync Preferences ............................................................................................................................ 65 Backup Preferences......................................................................................................................... 67 Updates Preferences ....................................................................................................................... 69 Advanced Preferences..................................................................................................................... 71 Tutorials.................................................................................................................................................... 73 Syncing your 1Password data ............................................................................................................... 74 Sync with iCloud .............................................................................................................................. 76 Sync with Dropbox ........................................................................................................................... 80 Wi-Fi Sync ....................................................................................................................................... 84 Folder Sync ..................................................................................................................................... 92 Still need help?......................................................................................................................................... 95 System Requirements .............................................................................................................................. 96 Glossary.................................................................................................................................................... 97 AgileBits 1Password for Mac - version 5 Getting Started Welcome to the AgileBits family! By installing 1Password 5 for Mac, you’re taking the first step to increasing your online security and making your computing more convenient. You’ve likely heard all the news about password breaches. You probably also know you’re supposed to use different passwords for each site. And did we mention that each password is supposed to contain letters, numbers, digits, symbols, an allegory, a Shakespearean couplet, unicorn tears, and zero humor? It’s a daunting task if you need to remember—and type—them all yourself. 1Password generates, stores, and fills your passwords for you, making the secure thing to do even easier than reusing weak passwords and typing them yourself. Last update: October 24, 2014 14:45:52 Page 1 of 105 AgileBits 1Password for Mac - version 5 You aren’t merely purchasing an app, though. You’re part of our family here at AgileBits and have access to the best support staff in the business. If you have any trouble at any point, please don’t hesitate to get in touch with us. Here’s an overview of what we’re going to cover in this Getting Started section if you want to jump ahead. You can also simply click the link to the next topic to go through them in order. If we’ve learned anything from Maria Von Trapp, it’s that the beginning is a very good place to start. • Installing 1Password • Running 1Password for the first time • Installing browser extensions • Saving a Login • Using a saved Login • Changing a saved password • Adding an Identity and a Credit Card • Learn more Now let’s install 1Password and get things set up. Next: Installing 1Password —> Last update: October 24, 2014 14:45:52 Page 2 of 105 AgileBits 1Password for Mac - version 5 Installing 1Password Choosing your own adventure You can purchase 1Password from the AgileBits web store or from the Mac App Store. For help deciding, please see our article “Should I buy 1Password from the Mac App Store or from your website?” The end result is the same, but the installation steps are a bit different depending on which you choose: • Installing from the Mac App Store • Installing from the AgileBits website PRO TIP: Remember to keep OS X updated. If you’re running an older version of OS X, be sure to check 1Password’s system requirements. Previous: — Getting Started Last update: October 24, 2014 14:45:52 Next: Installing from the Mac App Store (MAS) —> Page 3 of 105 AgileBits 1Password for Mac - version 5 Installing from the Mac App Store (MAS) You can purchase 1Password from the AgileBits web store or from the Mac App Store. For help deciding, please see our article “Should I buy 1Password from the Mac App Store or from your website?” One of the most important differences is that a free trial of 1Password is available on our website. If you prefer to purchase 1Password from the AgileBits online store, you can skip this section and instead read “Installing from the AgileBits site”. Installation If you’re familiar with installing apps from the Mac App Store, you will find that 1Password is installed in the usual way. 1. Click “Download on the Mac App Store”. 2. Click the price, and then click Buy App. 3. There is no step three. After downloading, 1Password is automatically installed in the Applications folder, and its icon appears in Launchpad. Previous: ← Getting Started Last update: October 24, 2014 14:45:52 Next: Running 1Password for the first time → Page 4 of 105 AgileBits 1Password for Mac - version 5 Installing from the AgileBits site You can purchase 1Password from the AgileBits web store or from the Mac App Store. For help deciding, please see our article “Should I buy 1Password from the Mac App Store or from your website?” One of the most important differences is that a free trial of 1Password is available on our website. If you prefer to purchase 1Password from the Mac App Store, you can skip this section and instead read “Installing from the Mac App Store (MAS)”. Installation 1. Download 1Password from the AgileBits website: https://agilebits.com/downloads If the file wasn’t automatically unzipped for you, you will see a Zip archive in your Downloads folder. Double-click the Zip archive to decompress it. 2. Drag 1Password from the Downloads folder to the Applications folder. 3. There is no step three. Last update: October 24, 2014 14:45:52 Page 5 of 105 AgileBits 1Password for Mac - version 5 Now you will start your free 30 day trial of 1Password for Mac. You’ll have a full 30 days to kick the tires. All features will be available to you with no limitations. After the end of the 30 day trial, some restrictions will take force if you haven’t purchased a license. If you’ve already added 20 or more items (Logins, Secure Notes, etc.) to 1Password, you will not be able to add any more. But fear not! You will still be able to look up and view any passwords you’ve already created. Any data you’ve added to 1Password will remain safe and accessible, even after the end of the trial. If you choose to upgrade to the paid version, you can continue using the app without restriction. You will not need to re-enter any of your data. PRO TIP: Don’t forget to add your license to 1Password so you can use 1Password without restrictions after the free 30 day trial. You don’t have to do it now, though. 1Password will prompt you if you forget. Previous: ← Getting Started Last update: October 24, 2014 14:45:52 Next: Running 1Password for the first time → Page 6 of 105 AgileBits 1Password for Mac - version 5 Running 1Password for the first time First things first Mark your calendar! Today is the day you run 1Password for the first time. Your life is about to change for the better. We’ll walk you through the initial setup, and you’ll be well on your way to becoming a 1Password expert. Open 1Password To open 1Password, double-click its icon in the Applications folder. Welcome screen Last update: October 24, 2014 14:45:52 Page 7 of 105 AgileBits 1Password for Mac - version 5 1Password will start and display a welcome screen with a feature overview. Scroll down or click on one of the topics on the left to jump ahead. When you are finished reading, click Awesome! Let’s Get Started in the bottom right corner of the window. New or existing user If you already have 1Password data on your Mac 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. As this is your first time running 1Password, click the I’m new to 1Password button. Last update: October 24, 2014 14:45:52 Page 8 of 105 AgileBits 1Password for Mac - version 5 Create a new vault To keep your data safe, you will need to create a Master Password to access your stored passwords and other data in your vault. IMPORTANT: 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! PRO TIP: If you need some help creating a secure — and memorable — Master Password, check out our “Toward Better Master Passwords” blog post. The bar directly below the input fields grows and changes from red to yellow to green to indicate the strength of your Master Password. When you first start typing, it will be red because your Master Password is too short (and too easy to guess). 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 until the bar turns green. Last update: October 24, 2014 14:45:52 Page 9 of 105 AgileBits 1Password for Mac - version 5 Click in the area that says “Type Master Password again to confirm” and type your Master Password again. Then, click in the area that 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 the Create New Vault button to create your vault and begin using 1Password. Unlock 1Password Once your vault is created, 1Password will display the lock screen. This gives you an opportunity to make sure you remember your Master Password before you start adding data to your vault. If you haven’t picked up on the theme, we want to be very sure you remember your Master Password. Type your Master Password and click the padlock icon or simply press Return. Last update: October 24, 2014 14:45:52 Page 10 of 105 AgileBits 1Password for Mac - version 5 Essential Settings After you unlock 1Password for the first time, you will have a chance to configure some of 1Password’s preferences. You can access them later by choosing 1Password > Preferences from the menu bar. Security The security preferences determine when 1Password will lock automatically, so your data stays secure even if you step away from your Mac. The default option to “Lock after computer is idle for 5 minutes” is a sensible choice, and you can change the number of minutes in 1Password’s Security preferences. Last update: October 24, 2014 14:45:52 Page 11 of 105 AgileBits 1Password for Mac - version 5 Rich Icons Enable Rich Icons for a more beautiful 1Password experience. If disabled, your items will be displayed using the default category icons. You can change this in 1Password’s General preferences. Last update: October 24, 2014 14:45:52 Page 12 of 105 AgileBits 1Password for Mac - version 5 1Password mini Keep this option enabled to use 1Password when the main application is not running: in your browser and from the menu bar. 1Password mini gives you quick and easy access to your data: copy to clipboard, generate strong passwords, open and log in to websites, and more. You can change this in 1Password’s General preferences later, but remember that 1Password mini is required if you want to fill passwords in your browser. And you definitely want that. Last update: October 24, 2014 14:45:52 Page 13 of 105 AgileBits 1Password for Mac - version 5 Keep In Sync Enter your email address to receive 1Password tips and tricks. This is entirely optional, but it will help you get the most out of 1Password. We hate spam more than you do. Pinky swear. We will never spam you ourselves or let anyone else get their grimy mitts on your email address — no matter how much they offer to pay us. We respect you like that, and we got your back. Last update: October 24, 2014 14:45:52 Page 14 of 105 AgileBits 1Password for Mac - version 5 Previous: ← Installing 1Password Last update: October 24, 2014 14:45:52 Next: Installing browser extensions —> Page 15 of 105 AgileBits 1Password for Mac - version 5 Installing browser extensions Using 1Password without the browser extensions would be like buying a Ferrari and never putting gas in the tank. You can store all your stuff in it, but it won’t help you get anywhere more quickly. After you install the browser extensions, 1Password will not only fill usernames and passwords into websites but also credit cards and addresses. 1. Choose 1Password > Install Browser Extensions from the menu bar. The browser extension installation page should open and automatically detect which browser you are using. Since Safari is the default browser in OS X, we’ll cover that here, but the steps are very similar for other browsers. 2. Click the Big Green Button that says “Install” on the web page to begin downloading the 1Password browser extension for Safari. 3. Click the “Show downloads” button in Safari’s toolbar. 4. Double-click the 1Password .safariextz file you just downloaded. It should be at the top of the list. Last update: October 24, 2014 14:45:52 Page 16 of 105 AgileBits 1Password for Mac - version 5 5. Click the Install button to confirm. You will see the welcome message, and the 1Password button Last update: October 24, 2014 14:45:52 will appear in your browser’s toolbar. Page 17 of 105 AgileBits 1Password for Mac - version 5 PRO TIP: It’s a good idea to disable your browsers’ built-in password manager, 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. Previous: — Running 1Password for the first time Last update: October 24, 2014 14:45:52 Next: Saving a Login —> Page 18 of 105 AgileBits 1Password for Mac - version 5 Saving a Login Prepare to be amazed One of the most useful features in 1Password is its ability to fill in your passwords automatically in your browser. The Login you’re about to save will be used to fill in the same username and password the next time you visit the website. Install browser extensions If you open your browser before installing the extension, 1Password will prompt you to install it. Click the Get It Now button to begin installing browser extensions. When the extension is installed, you’ll see the 1Password button in your browser’s toolbar. Your first Login The first time you log in to a site where you haven’t already saved a Login, 1Password will prompt you to save one. It’s fairly straightforward, but we’ll go through each step of the process to make sure you’re completely comfortable with it. 1. Visit a login page. 2. Log in to your account by typing your username and password, then clicking the button to sign in. Last update: October 24, 2014 14:45:52 Page 19 of 105 AgileBits 1Password for Mac - version 5 If you didn’t turn off Safari’s built-in password saving feature while you were installing the 1Password browser extension, Safari may offer to remember the username and password you just entered. If Safari asks “Would you like to save this password?”, click the Never for This Website (or Not Now) button. 3. 1Password uses the URL of the website to suggest a name, but you may find it helpful to make the name of the Login more descriptive and meaningful to you. After you’ve done that, click Save. Last update: October 24, 2014 14:45:52 Page 20 of 105 AgileBits 1Password for Mac - version 5 4. Open the main 1Password application to see the Login listed in the Logins category. Last update: October 24, 2014 14:45:52 Page 21 of 105 AgileBits 1Password for Mac - version 5 PRO TIP: Saving a Login manually is necessary if 1Password is unable to automatically detect a log in for some reason. Previous: — Installing browser extensions Last update: October 24, 2014 14:45:52 Next: Using a saved Login —> Page 22 of 105 AgileBits 1Password for Mac - version 5 Using a saved Login Let the magic begin Somewhere along the line computers switched from making our lives easier to making them more complicated. We think it has something to do with all the passwords folks are supposed to remember. 1Password is designed take care of remembering your passwords and filling them for you, so you can use your brain for more interesting things. Once you’re done saving a Login, it’s time for your computer to start making your life easier again. Easy log in If you’re already at the login page for a site, your Login item(s) for that site will be displayed at the top when you click the 1Password button in your browser. Then all you need to do is click on the Login. 1Password will log you in. In this example, you would click “Gmail – Wendy”. Easier Go & Fill If you’re not already viewing the site you want to log in to, no worries. 1Password can take you there! Click Logins, and then select a Login. 1Password will load the website and log you in. Last update: October 24, 2014 14:45:52 Page 23 of 105 AgileBits 1Password for Mac - version 5 Easiest search If you have many Logins, it can be much quicker to search. To search in the 1Password extension, simply open it and begin typing to find what you’re looking for. It couldn’t be simpler! PRO TIP: You can use the ⌘\ and ⌥⌘ ⌥⌘\ keyboard shortcuts to speed things up even more. Previous: — Saving a Login Last update: October 24, 2014 14:45:52 Next: Changing a saved password —> Page 24 of 105 AgileBits 1Password for Mac - version 5 Changing a saved password Safety first There’s no need to use easy-to-guess passwords — or, worse, reuse them. 1Password will securely generate, store, and fill strong, unique passwords for every site you visit. You’ve already used 1Password to store a password, and you know how to fill that saved password. Now let’s increase your security by generating a new, stronger password. Ch-ch-changes 1. Log in to the website using a saved Login. 2. Go to the site’s “change password” form. This is typically under “Account”, “Settings”, “Profile” or something similar. In Gmail, for example, it is found under Settings > Accounts and Import > Change account settings > Change password. 3. Specify your old password if required. 1. Click the 1Password button in your browser’s toolbar. 2. Hover over the Login item in the list. After a brief moment, the item’s details will appear. 3. Click the “copy” button that appears next to the concealed password (represented by the bullets). 4. Paste the password into the “Current password” field. Last update: October 24, 2014 14:45:52 Page 25 of 105 AgileBits 1Password for Mac - version 5 4. Click the 1Password button and choose Password Generator. PRO TIP: Adjust the length of the generated password if necessary. For maximum security, we recommend using the longest password the site will allow. Click “Password Recipe” to toggle the display of sliders that adjust the number of digits and symbols as well. 5. Click the Fill button to the right of the generated password. 1Password should fill the generated password into both the “New password” and “Confirm new password” fields. If not, the password was automatically copied to your clipboard when you clicked “Fill”, so you can paste it in yourself. 6. Submit the form to change your password. In Gmail, the example we’ve been using, you would click the “Change Password” button. Last update: October 24, 2014 14:45:52 Page 26 of 105 AgileBits 1Password for Mac - version 5 7. Click the Update button to update your existing Login item in 1Password with the new password. Take a moment and congratulate yourself! You are now well-protected against a password breach on that site. But don’t stop there. You can follow the same steps for each website where you have an account. The ideal situation is to not use a single weak or reused password on any site. It can seem overwhelming at first, but you can change them at your own pace—one at a time as you go along. If you need a good starting point, we recommend starting with your most important sites first. Your email and banking sites are wise choices. Previous: — Using a saved Login Last update: October 24, 2014 14:45:52 Next: Adding an Identity and a Credit Card —> Page 27 of 105 AgileBits 1Password for Mac - version 5 Adding an Identity and a Credit Card Usernames and passwords aren’t the only thing 1Password can fill in your browser. 1Password will also fill address and credit card information. To fill this information Use this item type username and password Login address, phone number Identity credit card details Credit Card Create the item 1. In the main 1Password app, click the New Item button or choose File > New Item from the menu bar. 2. Choose the item type you want to create: Identity or Credit Card. 3. Enter all the information you want 1Password to securely store and fill for you. Be sure to give the item a sensible title such as “Home”, “Office Address”, or “Debit Card” that will make it easy to recognize when you use it later. 4. Click the Save button in the bottom right corner of 1Password. Fill in browser 1. Visit a web page where you’d like to fill your Card Card or Identity item: an online shopping checkout or a registration form, for example. Last update: October 24, 2014 14:45:52 Page 28 of 105 AgileBits 2. Click the 1Password button 1Password for Mac - version 5 in your browser’s toolbar. 3. Click Identity or Credit Card, and then select a the item you wish to fill. 1Password will fill the information you have saved in the item into the form fields on the page. Previous: — Changing a saved password Last update: October 24, 2014 14:45:52 Next: Learn more —> Page 29 of 105 AgileBits 1Password for Mac - version 5 Learn more Now that you’ve completed the steps in the Getting Started section, you’re ready to use 1Password. As you add additional information to your vault, you’ll discover its powerful organization tools, advanced search options, Smart Folders, and so much more. Keep reading to learn all the details. • Feature Overview Get acquainted with each feature in 1Password. • 1Password Preferences Configure 1Password to fit your workflow even better. • Tutorials Learn how to perform common tasks with these step-by-step guides. If you don’t find the answer to your question here, please contact us. We’re always here to help! Previous: — Adding an Identity and a Credit Card Last update: October 24, 2014 14:45:52 Next: Feature Overview —> Page 30 of 105 AgileBits 1Password for Mac - version 5 Feature Overview 1Password packs a lot of power into a single app, but you don’t have to have a degree in computer engineering to get the most out of it. Here you’ll get acquainted with each feature in 1Password. • 1Password main app • 1Password mini • Categories • 1Password Preferences Previous: — Learn more Last update: October 24, 2014 14:45:52 Next: 1Password main app —> Page 31 of 105 AgileBits 1Password for Mac - version 5 1Password main app The 1Password main app window is visually divided into three sections. They are (from left to right): • Sidebar Categories, folders, tags, Security Audit, and more • Item List Search, sorting, and a list of all your items • Item Details Favorite, share, view, and edit items Previous: — Feature Overview Last update: October 24, 2014 14:45:52 Next: Sidebar —> Page 32 of 105 AgileBits 1Password for Mac - version 5 Sidebar Window Controls In the top left corner, you will see the familiar OS X window controls: close, minimize, and full screen. Vault selector If you have more than one vault, the vault selector shows the currently selected vault just below the window controls. Click it to switch between multiple vaults. Last update: October 24, 2014 14:45:52 Page 33 of 105 AgileBits 1Password for Mac - version 5 Vault selector showing Special Categories Just above the main Categories list are two special categories: All Items, and Favorites. All Items The All Items category shows all your items from all categories. The total number of items stored in your vault will always be shown on the right. If you’d like all of the categories to show item counts, choose View > Show Item Counts from the menu bar. Favorites When you mark an item as a favorite, it will be shown here. Categories Hover over any the headings in the sidebar, and you’ll see the word “Show” or “Hide”. Click the heading to show or hide its contents. Every item in 1Password is in one of 17 different categories. Click one of the categories to see what you have stored in it, or create a new item to populate the categories. Last update: October 24, 2014 14:45:52 Page 34 of 105 AgileBits 1Password for Mac - version 5 Folders and Tags Folders and tags are a great way to organize your data in exactly the way that suits your workflow. Security Audit Security Audit is where you will find lists of your passwords that need to shape up or ship out. Since the goal is to have strong, unique passwords for every site, we’ve made it easy for you to see which items contain passwords that are weak or reused. You’ll also see old passwords that might benefit from a bit of freshening up. Watchtower is a special service provided by 1Password that identifies website vulnerabilities and alerts you when one is found. Watch the lists shrink as you generate a strong password for each item in Security Audit. Enjoy the satisfaction of knowing you are increasing your security with each item that disappears from Security Audit. Trash Just like in Finder on your Mac, 1Password will move items to the trash before permanently deleting them. The number of items in the trash will always be shown on the right. Empty the trash by choosing 1Password > Empty Trash from the menu bar. You can also Control-click on “Trash” in the sidebar and choose “Empty Trash”. Last update: October 24, 2014 14:45:52 Page 35 of 105 AgileBits 1Password for Mac - version 5 Previous: — 1Password main app Last update: October 24, 2014 14:45:52 Next: Item List —> Page 36 of 105 AgileBits 1Password for Mac - version 5 Item List Search When you first unlock 1Password, the cursor focus is placed in the search field, so you can simply begin typing to find exactly what you’re looking for. If you need to focus on the search field later, click it or use the ⌘F keyboard shortcut. Click the magnifying glass in the search field to see additional search settings. Last update: October 24, 2014 14:45:52 Page 37 of 105 AgileBits 1Password for Mac - version 5 Toggle between: • Search Title (the default) • Search All Fields “Show Search Options” allows for advanced searches with multiple criteria. Some sample searches are listed, so you can see what sort of power lies within. You can even save any advanced search as a Smart Folder. It can be one of your own creation or one of the sample searches: • Recently Used Items • Recently Changed Items • Weak Logins • Items with Attachments Item list header The item list header just below the search field shows how may items are in the current view as well as the sort order. In the example, there are “40 items sorted by Title”. Click the item list header at any time to change the sort order. Last update: October 24, 2014 14:45:52 Page 38 of 105 AgileBits 1Password for Mac - version 5 Items All the items in the currently selected view will be listed here. The list of items will vary depending on what is selected in the sidebar. If you prefer a multi-column listing of your items, you can choose View > Item List Layout > Top from the menu bar. Click any column header in the Top item list layout to sort by that column. Last update: October 24, 2014 14:45:52 Page 39 of 105 AgileBits 1Password for Mac - version 5 Previous: — Sidebar Last update: October 24, 2014 14:45:52 Next: Item Details —> Page 40 of 105 AgileBits 1Password for Mac - version 5 Item Details Lock button Click the Lock button in the very top right corner of the main 1Password app window to lock 1Password. Icon All of the 17 different categories have their own icon. The item will be represented by the category icon if you have not enabled Rich Icons. If Rich Icons are enabled, Logins and Software Licenses will each have a unique icon for the site or app. Choose View > Show Rich Icons from the menu bar to toggle Rich Icons on and off. You can even add a custom icon to any of your items for a personal touch. Last update: October 24, 2014 14:45:52 Page 41 of 105 AgileBits 1Password for Mac - version 5 Title Every item has a title which you can customize to make it easier to find what you’re looking for. Favorite button Click the Favorite button to quickly mark an item as a favorite. The star will become illuminated to indicate that it is a favorite. Click the illuminated star if you no longer wish to have the item marked as a favorite. Share button Click the Share button to share an item with another 1Password user by Mail or Message. You can also print the item if you prefer a hard copy. If you have multiple vaults, you’ll have the option to select another vault and whether you want to move or copy the selected item into the other vault. Details Information saved in 1Password is represented by labels and fields. The labels are on the left: username, password, website. The fields are on the right: wendy_appleseed, ••••••••••, www.amazon.com (in the example). Items in different categories will have different labels when you first create them, but you can add custom fields to items in any category. Last modified and created dates are shown at the bottom. New Item button Click the New Item button to create a new item. Edit button Click the Edit button to begin editing the selected item. Previous: — Item List Last update: October 24, 2014 14:45:52 Next: 1Password mini —> Page 42 of 105 AgileBits 1Password for Mac - version 5 1Password mini We took a cue from Dr. Evil and genetically engineered a sidekick for 1Password. To make things simple and help you get things done faster, 1Password mini has many of the features of the main 1Password app. Even if the main 1Password app isn’t running, 1Password mini is there to take care of nearly everything you need. Fast Access Simply click the 1Password mini icon in your menu bar to start using 1Password mini. If you don’t see the icon in your menu bar, be sure that “Show mini app icon in the menu bar” is enabled on 1Password’s General preference pane. Faster Access The default shortcut of ⌥⌘\ will open 1Password mini wherever you are. You can change the shortcut in 1Password’s General preferences, and there are many more keyboard shortcuts available to help you be the most productive version of yourself. Last update: October 24, 2014 14:45:52 Page 43 of 105 AgileBits 1Password for Mac - version 5 Search After you open 1Password mini, simply begin typing to find what you’re looking for. It couldn’t be simpler! Favorites Once you mark an item as a favorite, it will show up here. Your Favorites are the same in the sidebar of the main 1Password app, and if you are syncing your 1Password data they will be available on your other computers and devices, too. Item Details Hover over the title of an item to see its details. Last update: October 24, 2014 14:45:52 Page 44 of 105 AgileBits 1Password for Mac - version 5 Things here should look familiar since they are essentially the same as the item details in the main 1Password app. You can even click the Edit button to begin editing the selected item—right in 1Password mini. There is one new addition, though. Anchors Aweigh Click the anchor button to open the item’s details in a separate window that floats on top of all your other windows. Handy for quickly copying and pasting a bunch of fields. The item details will be available until you click the red close button in the upper left corner of the window. Password Generator Again, this will look familiar if you already used the password generator when changing a saved password. Click “Password Recipe” to toggle the display of sliders that adjust the number of digits and symbols—excellent password ingredients—as well as other options. With 1Password mini, you can generate a strong password anytime, anywhere. Categories, Folders, and Tags Browse your items by category, folder, or tag. Just like we saw with Favorites, you can hover over any item’s title to view its details. Last update: October 24, 2014 14:45:52 Page 45 of 105 AgileBits 1Password for Mac - version 5 • Click a Login to open it in your browser. 1Password will fill your credentials. • Click a Credit Card while in your browser. 1Password will fill your card details. • Click an Identity while in your browser. 1Password will fill your address and other saved information. 1Password mini is here to make life a breeze for you. But wait. There’s more! Preferences Click the gear in the upper right corner to access 1Password mini’s preferences. Vault Select a different vault (if you are using multiple vaults). Alternatively, use the keyboard shortcuts listed beside each vault to quickly switch between them: ⌘1, ⌘2, ⌘3, etc. Search… “Search Title & Fillable URLs” is the default, but if you’re not finding the item you need, you can expand the search to “Search All Fields”. This setting is separate from the one set in the main 1Password app, so you can have a broader search scope in just mini or just the main app if you wish. Lock Last update: October 24, 2014 14:45:52 Page 46 of 105 AgileBits 1Password for Mac - version 5 Lock your data up tight, right from 1Password mini. The convenient ^⌥⌘L keyboard shortcut works here just like in the main 1Password app. Open 1Password 1Password mini is pretty darn powerful, but if you want to open the main 1Password app for a bit more breathing room, step right this way, my friend. Submit Logins 1Password will normally submit login forms for you when filling a Login, but you can turn that off here (or in the Browser preferences). Open URLs in… By default, 1Password opens URLs that is loads in your browser in a new tab, but you can choose your own adventure. Open URLs in the current tab, a new tab, or a new window. Previous: — Item Details Last update: October 24, 2014 14:45:52 Next: Categories —> Page 47 of 105 AgileBits 1Password for Mac - version 5 Categories Every item you create in 1Password is in one of the following categories. To create a new item in the main 1Password app, click the New Item button or choose File > New Item from the menu bar. PRO TIP: Use folders and tags to further organize your data in exactly the way that suits your workflow. Primary Categories The primary categories are always shown in the sidebar. We covered three of the four in the Getting Started section, so you may already have items in them. Even if they are empty, though, you will always see them in the sidebar awaiting the addition of new items. Logins Saving a Login in the browser (the recommended way to create a Login) will capture all the relevant information to allow 1Password to fill it for you: username, password, and website. None of the fields are required, though. For example, if you have a bike lock, you can store it as a Login item with just the combination in the password field. There is no need to include a username or website. On the other hand, you can add more than one website to a Login if you need to. While Logins are most often used to log in to websites, they are very flexible. Feel free to get creative. Life is an adventure, after all. You never know what you’ll want to store securely in the future. Secure Notes Last update: October 24, 2014 14:45:52 Page 48 of 105 AgileBits 1Password for Mac - version 5 Secure Notes are great for creating short notes you wish to always have at hand. They can also be a catch-all for data that doesn’t want to be boxed in to the confines of the other categories. Credit Cards Don’t store your credit card information unencrypted on your Mac or mobile device. Store it in 1Password and be confident that it’s secure. 1Password can also use the information stored in a Credit Card item to make your shopping a bit easier since 1Password can fill Credit Card items in the browser. Identities Identities are great for storing names, addresses, job titles, email addresses, and other information related to a particular person. You can even create more than one identity for a single person. This is useful when you have separate information for home and work like different billing or shipping addresses. Just like Credit Cards, 1Password can fill Identity items in the browser. Additional Categories 1Password can securely store a wide variety of information for you. The additional categories only appear in the sidebar after you have added an item to them. Bank Accounts Store all the information about your bank accounts in 1Password, so you can always look it up quickly instead of rifling through stacks of paper, calling your bank, or even logging in to your online banking. It’s strongly encrypted just like all your 1Password data, so no one else can get to it without your Master Password. Databases Last update: October 24, 2014 14:45:52 Page 49 of 105 AgileBits 1Password for Mac - version 5 If you’re a sysadmin (or have had to become one for your small business), this category is for you. Keep track of everything in one place. Don’t forget to sync all your data between your computers your mobile devices, so you always have it on hand. Driver’s Licenses Look up your driver’s license information in 1Password. You can quickly copy it from 1Password mini and paste it anywhere you need it. You can even take a photo of your license, attach it to the item, and sync it between all your devices. Email Accounts Prefer native email clients to web-based email? Store all the details you need to log into your email clients in 1Password, so you no longer have to check the email provider’s help documents. Memberships The Memberships category is the perfect place for your roadside assistance card, library card, airport lounge pass, and more. You shouldn’t have to remember or hunt down your member ID for your auto, health, or other insurance. Just open 1Password, and it’s right there along with the phone number and website you included. Outdoor Licenses 1Password isn’t limited to tech. Keep track of your hunting and fishing licenses, too. Just be sure not to drop your Mac in the water when you’re reeling in the big one! Although, it might be easier to sync it to your mobile device and use a waterproof case. Passports Last update: October 24, 2014 14:45:52 Page 50 of 105 AgileBits 1Password for Mac - version 5 You never know when you may need the information in your passport, and most of us don’t carry our passports around with us all the time. Like your Driver’s License, it can be a good idea to take a photo of your passport, attach it to the item, and sync it between all your devices. Do the same for the passports of your spouse and children. There is no limit to the number of passports you can store. Your secrets are safe with 1Password, 007. Passwords The Passwords category is your safety net. Whenever you use 1Password to generate and fill a password in a web form, it is automatically saved here. That way, just in case something goes wrong, you don’t have to reset your password; it’s right here for your reference. What’s more, when 1Password prompts you to save a new Login, it will automatically convert the saved Password item to a Login item, neatly cleaning up after itself so you don’t have to delete redundant items later. Reward Programs Frequent flyer? Frequent shopper? How about both? Keep track of all the details in Reward Program items. Some stores will even be able to scan an image of your membership card instead of the card itself. Take a photo of your card, attach it to the item, and sync it between all your devices. Server Whether you’re the CIO of a Fortune 500 company or the webmaster for your daughter’s tee-ball league, 1Password will keep track of everything you need to access your servers. Social Security Number Last update: October 24, 2014 14:45:52 Page 51 of 105 AgileBits 1Password for Mac - version 5 Don’t carry social security cards with you. Store the cards safely and keep the number securely in 1Password. Add one for each member in your family to always have access when you need it. Software License Keep your license key right next to the link to download an app to quickly get up and running on a new computer. Attach PDF receipts or license files, too. Wireless Router Now you don’t have to use a simple password for your wireless network just because it’s easier to remember. Let 1Password generate a password for you and remember it. Share the item with your roommates, family members, and house guests to get them on the network quickly and easily. Previous: — 1Password mini Last update: October 24, 2014 14:45:52 Next: Folders and tags —> Page 52 of 105 AgileBits 1Password for Mac - version 5 1Password Preferences We set things up pretty well when running 1Password for the first time, but if you wish to dig deeper there are a number of different preferences you can change. Choose 1Password > Preferences from the menu bar. Then start exploring: • General Preferences • Security Preferences • Watchtower Preferences • Browser Preferences • Sync Preferences • Backup Preferences • Updates Preferences • Advanced Preferences Previous: — Multiple Vaults Last update: October 24, 2014 14:45:52 Next: General Preferences —> Page 53 of 105 AgileBits 1Password for Mac - version 5 General Preferences To open 1Password’s General preferences, choose 1Password > Preferences from the menu bar and select the General pane. 1Password mini Always keep 1Password mini running Enabled by default 1Password mini is required to use the browser extensions, so we recommend enabling “Always keep 1Password mini running”. When it is enabled, 1Password mini will run in the background every time you log in to your Mac. One thing to consider is that 1Password mini always runs when the main 1Password app is running regardless of this setting, so if you only want to use the browser extensions when the main 1Password app Last update: October 24, 2014 14:45:52 Page 54 of 105 AgileBits 1Password for Mac - version 5 is running, you could disable this option. However, we find that most folks like to use the browser extensions regardless of whether the main 1Password app is running or not, thus the default behavior here. Show mini app icon in the menu bar Enabled by default 1Password mini is more easily accessible with “Show mini app icon in the menu bar” enabled. It’s always right in your menu bar at the top of your screen. If you find yourself accessing 1Password mini exclusively via the keyboard shortcuts, there’s no need to have 1Password mini showing in your menu bar (as long as it is still running as mentioned above). Keyboard shortcuts The default keyboard shortcuts are sensible, and each does what it says it will. They all require 1Password mini to be running. (See above for more on keeping 1Password mini running.) Default Shortcut Action In which apps is it active? ^⌥⌘L Lock 1Password Any and all apps ⌥⌘\ Show 1Password mini Any and all apps ⌘\ Fill Login on current web page Browser with extension installed PRO TIP: If you’re a power user, don’t miss the full list of keyboard shortcuts. ^ your own destiny, and ⌘ an increase in your productivity! Display Use rich icons Enabled by default A picture is worth a thousand words. Below is a picture of the same items. Rich Icons are enabled on the left and disabled on the right. Last update: October 24, 2014 14:45:52 Page 55 of 105 AgileBits 1Password for Mac - version 5 We take your privacy very seriously. Read our privacy policy to learn how enabling Rich Icons still respects your privacy. This can also be toggled by choosing View > Show Rich Icons in the menu bar. Show item count in sidebar Disabled by default The total number of items in 1Password is always listed next to “All Items” at the top of 1Password’s sidebar. Keep track of the number of items you have in each specific category with “Show item count in sidebar” enabled. This can also be toggled by choosing View > Show Item Counts in the menu bar. Last update: October 24, 2014 14:45:52 Page 56 of 105 AgileBits 1Password for Mac - version 5 Previous: — 1Password Preferences Last update: October 24, 2014 14:45:52 Next: Security Preferences —> Page 57 of 105 AgileBits 1Password for Mac - version 5 Security Preferences To open 1Password’s Security preferences, choose 1Password > Preferences from the menu bar and select the Security pane. Master Password Change Master Password A strong, memorable, and unique Master Password should generally not be changed. However, if your Master Password is weak and needs to be made stronger, or if you are using it for something else, we recommend strengthening and unique-ifying it. In technical terms, your 1Password Master Password is an encryption password rather than an authentication password. Security advice that tells people to change passwords regularly does not apply to things like your 1Password Master Password. 1Password is like other high security tools such as SSH and PGP/GPG in this regard. Last update: October 24, 2014 14:45:52 Page 58 of 105 AgileBits 1Password for Mac - version 5 Display Conceal passwords Enabled by default Since 1Password will fill your passwords for you, there is not often a need to see the passwords on the screen. “Conceal passwords” is enabled by default to protect your data from the prying eyes of shoulder surfers. Your passwords will be shown as a series of bullets •••••••••• just like when you type into password fields on most websites. This can also be toggled by choosing View > Conceal Passwords in the menu bar. PRO TIP: If you wish to quickly glance at a password without disabling “Conceal passwords”, hold down the Option key on your keyboard. The password will be temporarily revealed until you release the Option key. Auto-lock 1Password can automatically lock itself when certain conditions are met. Once 1Password is locked, you will need to enter your Master Password again to access your data. Lock on sleep Enabled by default 1Password will lock when your Mac sleeps. Your Mac may sleep automatically based on the settings in Apple (?) menu > System Preferences > Energy Saver. Your Mac will immediately sleep when you do any of the following, regardless of your Energy Saver preference settings: • Choose Sleep from the Apple (?) menu • Click Sleep after pressing the power key • Close the lid of a portable Mac Lock when screen saver is activated Enabled by default 1Password will lock when your screen saver is activated. Your screen saver may start automatically based on the settings in Apple (?) menu > System Preferences > Desktop & Screen Saver. Your screen saver Last update: October 24, 2014 14:45:52 Page 59 of 105 AgileBits 1Password for Mac - version 5 will immediately start if you enable and use Hot Corners on that same “Desktop & Screen Saver” pane in System Preferences. Lock when main window is closed Disabled by default 1Password will lock when the main 1Password app window is closed. To close the main 1Password app window, click the red close button in the upper left corner or choose 1Password > Quit 1Password from the menu bar. Some folks expect that 1Password will be locked after closing the main 1Password app because they forget about awesome 1Password mini running in the background, keeping their data secure. Once they understand how great 1Password mini is, they usually leave this option disabled. Some people still end up choosing their own adventure, but we recommend giving 1Password mini a chance to win you over. Lock when fast user switching Enabled by default 1Password will lock when switching between OS X user accounts. Lock after computer is idle for n minutes Enabled at 5 minutes by default 1Password will lock when there is no keyboard or mouse activity for the number of minutes you specify. PRO TIP: If you disable all auto-lock settings, 1Password will stay unlocked all day long. You will only need to type your Master Password after a fresh log in to your OS X account. If you use a portable Mac, enabling only “Lock on sleep” means that 1Password will stay unlocked until you close the lid of your Mac. A convenient way to stay secure on the go! Clipboard Clear clipboard contents after n seconds Enabled at 90 seconds by default 1Password will automatically clear any data you copied to your clipboard after 90 seconds. Most folks find that they don’t need to copy data from 1Password to the clipboard very often since the browser extensions Last update: October 24, 2014 14:45:52 Page 60 of 105 AgileBits 1Password for Mac - version 5 fill Logins, Credit Cards, and Identities directly. However, if you find yourself copying something sensitive, it’s good to know that 1Password will make sure it doesn’t hang around in your clipboard longer than it takes to paste it where you need it. Previous: — General Preferences Last update: October 24, 2014 14:45:52 Next: Watchtower Preferences —> Page 61 of 105 AgileBits 1Password for Mac - version 5 Watchtower Preferences To open 1Password’s Watchtower preferences, choose 1Password > Preferences from the menu bar and select the Watchtower pane. 1Password Watchtower Enable 1Password Watchtower Disabled by default The 1Password Watchtower service identifies website vulnerabilities and alerts you when one is found. Website vulnerability information is refreshed daily to verify items in your vault. 1Password downloads the information and checks it locally against your Logins. Your website information is never transmitted to the 1Password Watchtower service. Previous: — Security Preferences Last update: October 24, 2014 14:45:52 Next: Browser Preferences —> Page 62 of 105 AgileBits 1Password for Mac - version 5 Browser Preferences To open 1Password’s Browser preferences, choose 1Password > Preferences from the menu bar and select the Browser pane. Browser Extensions Install Browser Extensions Click the “Install Browser Extensions” button to begin installing browser extensions. Automatically submit Logins after filling Enabled by default When filling a Login, 1Password can also automatically submit the form for you. You can also change the submit setting for a single Login item without changing this global settings. Last update: October 24, 2014 14:45:52 Page 63 of 105 AgileBits 1Password for Mac - version 5 Animate form filling Enabled by default Subtle animation can be a helpful visual cue to see where 1Password has filled information on a web page. Lenient URL matching Disabled by default Lenient URL matching determines how picky the browser extensions are about matching your saved Logins to the current URL. When enabled, 1Password will only look at the main domain (google.com) not the subdomain (mail.google.com, accounts.google.com). Any Logins marked as Favorites will appear at the top, followed by the rest of the matching Logins, listed alphabetically. Automatically ask to save new Logins Enabled by default 1Password will ask you if you want to save a new Login when you log in to a website for which you don’t already have a saved Login. Some folks prefer to disable this and manually save a Login only when they specifically choose to. Previous: — Watchtower Preferences Last update: October 24, 2014 14:45:52 Next: Sync Preferences —> Page 64 of 105 AgileBits 1Password for Mac - version 5 Sync Preferences To open 1Password’s Sync preferences, choose 1Password > Preferences from the menu bar and select the Sync pane. Sync with 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 on the go, you can install 1Password and have your information handy and protected at all times. 1Password offers a variety of options for automatically keeping your data synced. Last update: October 24, 2014 14:45:52 Page 65 of 105 AgileBits 1Password for Mac - version 5 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. Note: iCloud sync requires the version of 1Password purchased from the Mac App Store. Dropbox If you need cross-platform support, Dropbox is your best bet. It is available on Mac, Windows, iOS, Android, and Windows Phone. 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. Use Wi-Fi to sync this Mac with iOS devices Disabled by default Sync 1Password for Mac with 1Password for iOS without using a cloud service like Dropbox or iCloud. No data leaves your own local network when you sync your 1Password data over Wi-Fi. Previous: — Browser Preferences Last update: October 24, 2014 14:45:52 Next: Backup Preferences —> Page 66 of 105 AgileBits 1Password for Mac - version 5 Backup Preferences To open 1Password’s Backup preferences, choose 1Password > Preferences from the menu bar and select the Backup pane. Backups 1Password automatically creates a backup of your data every day the data has changed from the most recent backup. If no data has changed, a new identical backup is not created. That would be silly. 1Password keeps up to 30 of the daily backups and 24 monthly backups. Show Files Click the “Show Files” button to open the folder containing your backups in Finder. Find Backup Click the “Find Backup” button to add a backup to list from another source such as a USB flash drive. Restore Last update: October 24, 2014 14:45:52 Page 67 of 105 AgileBits 1Password for Mac - version 5 Click the “Restore” button to restore the selected backup. It is always wise to back up the current data before restoring a from previous backup. Backup Now Click the “Backup Now” button to create a new backup of the current data. Previous: — Sync Preferences Last update: October 24, 2014 14:45:52 Next: Updates Preferences —> Page 68 of 105 AgileBits 1Password for Mac - version 5 Updates Preferences To open 1Password’s Updates preferences, choose 1Password > Preferences from the menu bar and select the Updates pane. This preference pane is only present if you installed 1Password from the AgileBits site. If you installed 1Password from the Mac App Store, you will receive updates through the Mac App Store. Check for updates Check Now Click the “Check Now” button to see if there is a new 1Password update. Show Release Notes Click the “Show Release Notes” button to see what has been updated in 1Password. Automatically check for updates Enabled by default Last update: October 24, 2014 14:45:52 Page 69 of 105 AgileBits 1Password for Mac - version 5 We recommend always staying up to date with not only 1Password, but OS X and your browser as well. Leaving “Automatically check for updates” enabled means you have one less thing to worry about. Include beta builds Disabled by default If you want to help test the very latest builds of 1Password before they are widely available, enable “Include beta builds”. Be sure to sign up for our beta newsletter and join the discussion in the forum. Previous: — Backup Preferences Last update: October 24, 2014 14:45:52 Next: Advanced Preferences —> Page 70 of 105 AgileBits 1Password for Mac - version 5 Advanced Preferences To open 1Password’s Advanced preferences, choose 1Password > Preferences from the menu bar and select the Advanced pane. Menu Show Item > Copy UUID menu item Disabled by default Each item in 1Password is represented by a universally unique identifier (UUID). If one of the lovely support people here at AgileBits requests it of you, enable this menu item so that you can copy the necessary UUID to the clipboard and paste it into an email to us. None of your sensitive information is contained in the UUID. Show Item > Copy JSON menu item Disabled by default Last update: October 24, 2014 14:45:52 Page 71 of 105 AgileBits 1Password for Mac - version 5 Each item in 1Password is composed using JavaScript Object Notation (JSON). If one of the lovely support people here at AgileBits requests it of you, enable this menu item so that you can copy the necessary JSON to the clipboard and paste it into an email to us. An item’s JSON may contain sensitive information, so be sure to remove any sensitive bits before sending it along. Integration Enable integration with 3rd party apps Disabled by default In order for third-party apps like Alfred, LaunchBar, and Quicksilver to be able to show a list of your Login items, 1Password must provide them with an unencrypted index of the your Logins. The sensitive data (like your username and password) always remains encrypted, but the titles and URLs of the Login items are presented in a way that the other apps can make use of them for you and allow you to be even more productive. Sorting Numbers and symbols are sorted first Disabled by default “Numbers and symbols are sorted first” in lists in 1Password when this is enabled. Browser Extensions Verify browser code signature Enabled by default For your security, 1Password checks to make sure that the browser requesting to communicate with it has a valid code signature. If “verify browser code signature” is disabled the check is not performed, and 1Password can communicate with unsigned browsers. Disabling verification lowers your security. May the force be with you. Previous: — Updates Preferences Last update: October 24, 2014 14:45:52 Next: Tutorials —> Page 72 of 105 AgileBits 1Password for Mac - version 5 Tutorials If you’ve read this far, you’ve got the basics down, but we have even more step-by-step instructions to take you to the next level. Click one of the tutorials below to continue. At this rate, you’ll be a 1Password ninja in no time! • Syncing your 1Password data Be sure to check out the 1Password 5 for Mac Knowledgebase if you don’t see what you’re looking for here in the User Guide or have a problem. Still need help? Contact us. We’re here for you. Previous: — Advanced Preferences Last update: October 24, 2014 14:45:52 Next: Create an item —> Page 73 of 105 AgileBits 1Password for Mac - version 5 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 on the go, you can install 1Password and have your information handy and protected at all times. 1Password offers a variety of options for automatically keeping your data 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. Note: iCloud sync is only available if you install 1Password from the Mac App Store. Dropbox If you need cross-platform support, Dropbox is your best bet. It is available on Mac, Windows, iOS, Android, and Windows Phone. Wi-Fi Sync Sync 1Password for Mac with 1Password for iOS without using a cloud service like Dropbox or iCloud. No data leaves your own local network. Last update: October 24, 2014 14:45:52 Page 74 of 105 AgileBits 1Password for Mac - version 5 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: October 24, 2014 14:45:52 Page 75 of 105 AgileBits 1Password for Mac - version 5 Sync with iCloud Note: It is only possible to sync with iCloud if you installed 1Password from the Mac App Store. If you installed 1Password from the AgileBits site, please use one of the other options for syncing your 1Password data. Complete details are available in the iCloud FAQ. Note: It is only possible to sync your primary vault with iCloud. If you have multiple vaults, you may sync additional vaults with Dropbox. 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. 1. Choose 1Password > Preferences from the menu bar in the main 1Password app. 2. Click iCloud in 1Password’s Sync preferences. Last update: October 24, 2014 14:45:52 Page 76 of 105 AgileBits 1Password for Mac - version 5 3. Click the “Start Syncing” button to sync with iCloud. Depending on the size of your 1Password vault, the initial sync may take a few minutes. Now is a great time to get up and stretch or enjoy a refreshing glass of water. Sync, stretch, and sip. Sync, stretch, and sip. Once iCloud has finished syncing, 1Password will indicate that it is “Syncing Primary vault with iCloud”, and the time iCloud “Last synced” will be updated. Last update: October 24, 2014 14:45:52 Page 77 of 105 AgileBits 1Password for Mac - version 5 iCloud is not available? If you have not yet enabled iCloud on your Mac, 1Password will tell you that iCloud is not available. You will also see this message if iCloud is otherwise enabled but iCloud Drive is not enabled. iCloud Drive is required for 1Password to sync with iCloud. 1. Click “Enable iCloud” to open the iCloud System Preferences pane. 2. Select the iCloud Drive checkbox at the top of the list of iCloud services. Last update: October 24, 2014 14:45:52 Page 78 of 105 AgileBits 1Password for Mac - version 5 If you haven’t signed in with your Apple ID yet, it’s easy to get iCloud up and running on your Mac in a few easy steps. 3. When you switch back to 1Password, it will detect that iCloud Drive has been enabled. Click the “Start Syncing” button to sync with iCloud. Previous: ← Syncing your 1Password data Last update: October 24, 2014 14:45:52 Next: Still need help? → Page 79 of 105 AgileBits 1Password for Mac - version 5 Sync with Dropbox If you need cross-platform support, Dropbox is your best bet. It is available on Mac, Windows, iOS, Android, and Windows Phone. 1. Choose 1Password > Preferences from the menu bar in the main 1Password app. 2. Click Dropbox in 1Password’s Sync preferences. 3. Click the “Choose” button to find your Dropbox folder. Last update: October 24, 2014 14:45:52 Page 80 of 105 AgileBits 1Password for Mac - version 5 4. Select your Dropbox folder and click the “Open” button. 5. Click the “Create New” button to sync with Dropbox. Last update: October 24, 2014 14:45:52 Page 81 of 105 AgileBits 1Password for Mac - version 5 Depending on the size of your 1Password vault, the initial sync may take a few minutes. Now is a great time to get up and stretch or enjoy a refreshing glass of water. Sync, stretch, and sip. Sync, stretch, and sip. Once Dropbox has finished syncing, 1Password will indicate that it is “Syncing with Dropbox”, and the time Dropbox “Last synced” will be updated. Dropbox app is not installed? Last update: October 24, 2014 14:45:52 Page 82 of 105 AgileBits 1Password for Mac - version 5 If you have not yet installed Dropbox on your Mac, 1Password will tell you that the Dropbox app is not installed. Click the “Download Dropbox” button to install Dropbox. The Dropbox app will walk you through the steps to create a new account if you don’t already have one. Then go back to step three above. Dropbox app is not running? If the Dropbox app is installed but not running, 1Password will tell you that the Dropbox app is not running. Click the “Start Dropbox” button to run the Dropbox app. Then go back to step three above. Previous: ← Syncing your 1Password data Last update: October 24, 2014 14:45:52 Next: Still need help? → Page 83 of 105 AgileBits 1Password for Mac - version 5 Wi-Fi Sync 1. In 1Password for… • Windows, choose File > Wi-Fi Sync. Important: Leave this window open until the sync is complete. • Mac, choose Window > Wi-Fi Sync. Important: Leave this window open until the sync is complete. Last update: October 24, 2014 14:45:52 Page 84 of 105 AgileBits 1Password for Mac - version 5 2. In 1Password for iOS, tap Settings > Sync. 3. Tap Sync using Wi-Fi. 4. If your computer is not listed… Last update: October 24, 2014 14:45:52 Page 85 of 105 AgileBits 1Password for Mac - version 5 …tap Refresh List. Last update: October 24, 2014 14:45:52 Page 86 of 105 AgileBits 1Password for Mac - version 5 5. Tap on the computer’s name. Last update: October 24, 2014 14:45:52 Page 87 of 105 AgileBits 1Password for Mac - version 5 6. Tap Secret, and type the “secret” still displayed on the Mac or PC. Last update: October 24, 2014 14:45:52 Page 88 of 105 AgileBits 1Password for Mac - version 5 7. Tap Done. Last update: October 24, 2014 14:45:52 Page 89 of 105 AgileBits 1Password for Mac - version 5 8. Tap Sync Now. Last update: October 24, 2014 14:45:52 Page 90 of 105 AgileBits 1Password for Mac - version 5 9. When the message below the computer name changes from “Sync started” to “Sync finished”, exit Settings, and close the Wi-Fi Sync dialog box on your Mac or PC. Previous: ← Syncing your 1Password data Last update: October 24, 2014 14:45:52 Next: Still need help? → Page 91 of 105 AgileBits 1Password for Mac - version 5 Folder Sync 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. 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. Last update: October 24, 2014 14:45:52 Page 92 of 105 AgileBits 1Password for Mac - version 5 The “MySyncFolder” folder name is just an example, you can select any folder you like. 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. Last update: October 24, 2014 14:45:52 Page 93 of 105 AgileBits 1Password for Mac - version 5 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. Previous: ← Syncing your 1Password data Last update: October 24, 2014 14:45:52 Next: Still need help? → Page 94 of 105 AgileBits 1Password for Mac - version 5 Still need help? Contact us for anything We love hearing from you, and we read and respond to message. Please write to us and tell us how 1Password helps you be more productive, any challenges you may have faced with installation or use, and suggestions for improvement. Knowledgebase The 1Password for Mac knowledgebase is the place to go for troubleshooting tips and answers to common questions. It’s possible that we have steps for resolving your exact issue. Can’t find what you need? Fear not! Real humans from the AgileBits team are always available to help. Forum For one-on-one help with AgileBits experts and fellow users, you can start or join a conversation in our discussion forum. This is a great way to not only get help resolving an issue but to brainstorm new and creative ways to use 1Password. Email If you prefer email, please drop us a line at any time: [email protected]. Snail mail We await your treats and missives: 208 Adelaide Street West Toronto, Ontario, M5H1W7 Canada PRO TIP: You may be interested to know that our favorite treats are chocolate chip cookies and blueberry pie. Last update: October 24, 2014 14:45:52 Page 95 of 105 AgileBits 1Password for Mac - version 5 System Requirements Operating Systems 1Password 5 for Mac requires OS X Yosemite or later. Web Browsers 1Password 5 for Mac supports the following browsers: • Firefox • Chrome • Safari • Opera PRO TIP: We recommend running 1Password on a well-loved Mac. Our Happiness Engineer is still investigating the specific cause, but things tend to work better on Macs that are cherished. Last update: October 24, 2014 14:45:52 Page 96 of 105 AgileBits 1Password for Mac - version 5 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 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. 1PIF stores your data as plain text. 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: October 24, 2014 14:45:52 Page 97 of 105 AgileBits 1Password for Mac - version 5 (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: October 24, 2014 14:45:52 Page 98 of 105 AgileBits 1Password for Mac - version 5 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: October 24, 2014 14:45:52 Page 99 of 105 AgileBits 1Password for Mac - version 5 (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: October 24, 2014 14:45:52 Page 100 of 105 AgileBits 1Password for Mac - version 5 (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 items holds name and address information that 1Password can use in your web browser to fill shipping and billing forms. Last update: October 24, 2014 14:45:52 Page 101 of 105 AgileBits 1Password for Mac - version 5 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. 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 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. Last update: October 24, 2014 14:45:52 Page 102 of 105 AgileBits 1Password for Mac - version 5 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. (Windows) The Weak Passwords, Duplicated Passwords, Heartbleed, and Watchtower categories. Like Generated Passwords, display of these categories is toggled on the View menu. Last update: October 24, 2014 14:45:52 Page 103 of 105 AgileBits 1Password for Mac - version 5 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. Trash Last update: October 24, 2014 14:45:52 Page 104 of 105 AgileBits 1Password for Mac - version 5 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, Android) Vaults can be opened and their contents edited, but they cannot yet be created. 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. Compare Custom fields. Last update: October 24, 2014 14:45:52 Page 105 of 105