mBackup 1.

0 User's Guide
Contents
Introduction Feature Summary Requirements Installation Quick Start Using mBackup Troubleshooting Support Release Notes Default Types

Introduction
mBackup is a Mac or Windows desktop application that allows users to backup and restore their mSecure information to a desktop computer. With mBackup, you can restore your data without having to go through the full iTunes restore process. mBackup also allows importing and exporting of your mSecure data from various text le formats such as CSV, XML and other third party apps.

Feature Summary
Easy backup of your mSecure data directly from your iPhone and iPod touch device to your local machine. Industry-standard encryption to protect the condentiality of your personal information. Password protected. Ability to backup via Wi-Fi and email. Ability to restore via Wi-Fi. Mac and Windows compatible.

Requirements
mBackup 1.0.7 (Mac) mBackup 1.0.6 (Windows) mSecure 2.0.1 mBackup for Mac supports Mac OS X 10.4 (Tiger), OS X 10.5 (Leopard) and OS X 10.6 (Snow Leopard) on Intel or Power PC processors. mBackup for Windows supported Windows XP (SP2 or better), Windows Vista (32bit or 64bit) or Windows 7 (32bit or 64bit). Note: Before using mBackup for the rst time, it is recommended that you backup your data with iTunes. For help in backing up your iPhone or iPod touch, please visit: http://support.apple.com/kb/HT1414

Installation
For Macintosh computers: 1. Go to www.msevensoftware.com/downloads/mac/mbackup.dmg and download this le to your local computer. 2. Mount the disk image by double-clicking the le. 3. Copy the mBackup application to your Macintosh Applications folder. 4. Double-click the mBackup app to start. For Windows computers: 1. Go to www.msevensoftware.com/downloads/windows/mbackup.zip and download the le to your local computer. 2. Unzip the le with your preferred zip utility. 3. Double-click the Setup.exe le and follow the instructions. Note: mBackup for Windows requires Microsofts .NET Framework 3.5 and will automatically install it if its not already present. 4. After the installation is complete, launch the program by going to your Start menu and click on the All Programs item. mBackup will be listed in this menu.

Quick Start
The most common thing for users to want to do with mBackup is to make a backup of your mSecure data. The general procedure for this is to do the following: - Install and launch mBackup on your desktop computer. Make sure youve set the same password as used in mSecure. - Run mSecure on your iPhone or iPod touch. - Make sure that both the device and desktop computer are on the same local network and that there isnt a Firewall blocking mBackup. - Go into mSecure Preferences (little i at the bottom of the main view) and tap on the "Backup Data" item. (mBackup does not respond to the Sync with Desktop item.) - mSecure should automatically nd mBackup on the local network. - Tap on the desktop name that it nds. - Conrm that you want to make the backup. For more detailed instructions, please read the next section, Using mBackup.

Using mBackup
Making a Backup:
When you launch mBackup for the rst time, mBackup will prompt you to set a password. This password must match the password that has been set in mSecure on your iPhone or iPod touch. This password is used for four purposes: - Prevents unauthorized use of mBackup. mBackup will prompt you each time you launch it and will not continue without entering the correct password. - Prevents unauthorized connections to mBackup. When mBackup is running, its broadcasting its services on the local LAN (WiFi) connection and mBackup will refuse any connection requests if the password is incorrect. - Encrypts any data imported into mBackup from unencrypted sources. For example, if you import a CSV text le, mBackup will automatically encrypt the data when bringing it into mBackup. Please note that when you change your mBackup password, it doesnt change the current list of backups. They will continue to be encrypted with the password set at the time of backup. - Encrypts any data sent over the network with mBackup and mSecure. After youve set your password, you will see the main mBackup window.

This view will list any backups that are made from the mSecure iPhone app and any imports that youve made. Lets start by making your rst backup. To do so, run mSecure on your device and tap on the Preferences icon (little i at the bottom of the main view). In the Preferences view, you will see an item titled Backup Data. If you tap on this item, mSecure will search your local LAN for mBackup servers running on your desktop computer. Note: In order for mSecure to nd mBackup, your device must be connected via WiFi on the same LAN as your desktop computer running mBackup. In addition, if you have a Firewall set on your desktop computer, you must allow mBackup to receive incoming connections. If mSecure is unable to nd mBackup on the local network, please see the companion guide Network Troubleshooting Guide available here. Note: mSecure also has a Sync with Desktop function. Sync with Desktop only works with our full desktop version of mSecure and not mBackup. Instead be sure to use Backup Data. In the Backup Data view, mSecure will show any instances of mBackup that it nds on the local LAN. To make a backup to that computer, just tap on the computer name. mSecure you conrm you want to send the back up. Tap on the Continue button to send the backup.

If the backup is received on your desktop computer, mBackup will automatically update its list view and show the backup item.

Thats it! Youve just made a backup of your mSecure data.

Restoring from a backup:

In the event that you need to restore your data, you simply need to go back into the Preferences section in mSecure and tap on the Restore Data option. When doing this, mSecure will search for any computers running mBackup and display in the Restore Data view. You then want to tap on the appropriate computer to get a list of the available backups on that computer. (Note: if your mSecure password doesnt match the password set in mBackup, you will get an authorization error when trying to get the list of available backups.)

To do the restore, simply tap on the appropriate backup. mSecure will prompt you to conrm that you want to restore from the backup. (Note: doing a restore clears all current mSecure data and restores to the backed up data. It doesnt combine the two sets of data.)

When you conrm the restore by tapping Yes, mSecure will show that the data is being downloaded and then will display an alert that the restore was completed.

Importing data from a text le:

Although mBackups primary function is to allow you to backup and restore your mSecure data, it also has the added ability of allowing you to import your data from various text le formats. We currently support CSV (comma separated values), our own mSecure XML format, our own mSecure Email Backup format, SplashIDs VID format, Dataviz Passwords Plus (Windows only) and Handy Safe 1.2 XML (Windows only). If you have a format that isnt currently supported, please feel free to contact us and let us know your needs. We are always open to improving our products. CSV Files: A CSV le is a very simple le format. Its just a series of text separated by commas. You typically will want to create a CSV le by exporting from a spreadsheet program. You just create the spreadsheet and then export it as a CSV le. You can also create a CSV manually in a text editor as long as you save it as plain text (most text editors support this). Each row in a spreadsheet will represent a record in mSecure. For each row, the columns will be the parts of the record. The rst column is the name of the mSecure

Type that the record will belong to. The second column is the description of the record. The third column is the note for the record (this is the default). The next columns are the records eld data. (For a list of the elds in all of mSecure default types, see the section Default Types at the end of this document.) Note: mBackup used to expect the note eld to be the last eld in the record. This caused some confusion since each record can have a variable number of elds. Starting in mBackup 1.0.7 (Mac) and 1.0.6 (Windows), mBackup expects the note eld to be the third eld. For backwards compatibility, theres a settings in the Preferences dialog that allows you to continue to use it the older way. This guide will focus on the note being in the third eld. For example, lets say we want to create some records that are of the default Web Logins type in mSecure. In mSecure, the default Web logins type has a description (every mSecure record has a description), 3 elds and a note. The 3 elds are URL, Username and Password respectively. We could do this by creating a spreadsheet like this:

As you can see here, the rst column (A) is the name of the type that the record will belong to on the device. If the type doesnt already exist, mSecure will create a new type with that name and with default elds. You can always edit the type after importing and any records belonging to that type will automatically be updated. The second column (B) is the description of each record. Here we have 3 records; Amazon, Ebay and Yahoo. The third column (C) is the note for each record.

The next 3 columns are the elds for each record; column D is the URL eld, column E is the Username eld and column F is the password eld. Since each Type in mSecure can have a different number of elds, it will depend on the type that the record will belong to as to what the elds mean and the number of elds. For another example, lets add a Credit Card record to our spreadsheet. In mSecure, a Credit Cards type has a description, 6 elds and a note. The 6 elds are Card No., Expiration Date, Name, PIN, Bank and Security Code. Well add an additional record to our spreadsheet for a Visa credit card:

Once again, the A column contains the name of the type. The B column contains the record description. The C column contains the note. Since the Credit Cards type has a different number of elds, it has data in columns D through I to match the elds in the type. If you have a record that doesnt have data for a given eld, just leave that column blank as a placeholder. For example here, if we didnt want to list the Bank for our Visa card, we would leave the column H empty. With Excel, it will only export a CSV eld up to the last column that has data. So for example, in the above spreadsheet, the last column that has data is the I column. When exporting, Excel will create a CSV le up to that last column even though columns J and K exist. However, with the Numbers app on the Mac, it will export a CSV for all columns in the spreadsheet regardless if they have data. Therefore, you should delete any extra columns. For example, the same le would look like:

Once you have your data set, you simply choose the Save as... (Excel) or Export... (Numbers) command in your spreadsheet and export the document as a CSV le. mSecure Email Backup les: mSecure has the ability to email yourself a backup. This is useful if youre in a situation where you currently dont have access to a WiFi connection and would like to do a backup. You may do this if dont have regular access to WiFi but want to ensure you have a backup of your data. Its typical for a user to make numerous backups and would only need to restore in the event of data loss. To make an email backup, tap on the Email Backup item in the mSecure Preferences. mSecure will encrypt your data using your current password and then compress it. Lastly, it will open up the Mail app on your iPhone or iPod touch and put the data in the body. Note: this data can be large and it might take a moment for the mail app to fully load all the data. You simply need to send the email to yourself and le it away when you receive it. Its important to realize that the data is sent as part of the body of the email message. Some clients will try and do special handling of a body of a message when you forward the message. Its a requirement that the body remain as it was and not have an extra characters inserted into it. mSecure will add a header and footer so it know where the data begins and ends. You need to leave this markers in the data or it wont be recognized by mBackup as a valid le. In the event that you need to restore to that backup, you simply need to open the email and select all of the text (everything) and copy it to the clipboard. Then choose File>Import->mSecure Email Backup from Clipboard and mBackup will read it from the

clipboard and create a backup item for it. Then restore the data normally with the method described in Restoring from a backup. As mentioned, this is a great way to make a backup when you dont have a regular access to WiFi. In the rare situation that you need to restore the backup, you can hopefully nd a friend or some other resource that has WiFi access. Unfortunately, depending on how the WiFi connection is setup, mSecure might not be able to nd mBackup on any WiFi network. The administrator of the network might be blocking various connection types. For example, we tested this in our local Starbucks and their WiFi is blocking the needed ports for one computer to talk to another. mSecure XML Files: mSecure XML Files are used for extra backup purposes and not suggested for users to modify (although that is possible for an advanced user). To import an mSecure XML le that was previously exported with mBackup, simply choose the Import->mSecure XML File menu. Note: mSecure XML les follow the XML standard but are a special avor of XML. If you try to import another XML le (there are lots out there), unexpected results may occur. SplashID VID Files: SplashID is a competing product and allows the user to export SplashID data to a SplashID VID le. This le is very similar to CSV but has more structure and will import Type data along with Record data. To import a SplashID VID, make sure you export from SplashID without setting a password. mBackup cant read encrypted SplashID VID les. Also make sure you are using at least SplashID 3.0 or greater.

Exporting data to a text le:

CSV Files: You can export your mSecure data to a CSV le. This le can then be opened in a spreadsheet or test editor. You can use this data for long term storage or for printing. You can also use this as a technique for updating your mSecure data. For example, if you have data currently in mSecure, you can do a backup to mBackup and then export that data to a CSV le. Then open the CSV le in a spreadsheet and add additional records to the le and save it. You could then reimport that data into mBackup and restore to mSecure. mSecure XML Files: mSecure XML Files are a very structured le type and will allow you to further backup your data. All aspects of your mSecure data will be exported to the mSecure XML le. In

addition, mSecure XML Files are exported in an encrypted form so they are safe from prying eyes.

Troubleshooting
mBackup requires permission to receive incoming connections on your desktop computer. Depending on your Firewall settings, your Firewall may block mBackup (or Apples Bonjour) from receiving these connections. This can be resolved by adding mBackup (and Apples Bonjour) as an exception to the Firewall. For more information on using mBackup with a Firewall or if youre having trouble making a backup or doing a restore, see our Network Troubleshooting Guide.

Support
If you run into a problem using mBackup please email us at support@msevensoftware.com. We are always here to help.

Release Notes
mBackup for Mac Version 1.0.1 - Fixed issue when exporting to csv les - mBackup window is centered on the desktop - Added Preferences for specifying a dynamic/static port number Version 1.0.2 - Fixed csv issue on PPC platform Version 1.0.3 - Fixed issue with importing/exporting with international character sets Version 1.0.4 - Implemented use of \n for carriage returns in notes - Fix for iPhone names with international characters - Bette lock icon Version 1.0.5 - Fixed issue exporting to a CSV le Version 1.0.6

- Changed CSV import/export to expect the note in the third eld to match mSecure for the desktops behavior. Added Preference for backward compatibility. - Added IP address to Preferences - Added Import from email backup clipboard feature mBackup for Windows Version 1.0.0.1 - Implemented CSV export - Added support for Vista 64bit OS - Fixed an issue importing mSecure Email Backups Version 1.0.0.2 - Implemented use of \n for carriage returns in notes Version 1.0.0.3 - Added Dataviz Passwords Plus importer - Fix for iPhone names with international characters Version 1.0.0.4 - Fixed a minor bug with the Dataviz Passwords Plus importer Version 1.0.5 - Fixed a few minor issues Version 1.0.7 - Changed CSV import/export to expect the note in the third eld to match mSecure for the desktops behavior. Added Preference for backward compatibility. - Added IP address to Preferences - Added Import from email backup clipboard feature - Updated to use MS .NET 3.5 Framework

Default Types
The following is the list of default types in mSecure and their elds.
Bank Accounts Birthdays Calling Cards Clothes Size Combinations Credit Cards Frequent Flyer Insurance Memberships Note Description Note Description Note Description Note Description Note Description Note Description Note Description Note Description Note Description Note Description Note Account Number Date Access No. Shirt Size Code Card No. Username Number Policy No. Account No. Expiration DateName Password URL Group No. Name POP3 Host Username Insured Date PIN SMTP Host Password Mileage Date Phone No. Bank Security Code PIN Pant Size Shoe Size Dress Size PIN Name Branch Phone No.

Email Accounts Description Note

Prescriptions Registration Codes Vehicle Info Voice Mail Web Logins Unassigned

Description Note Description Note Description Note Description Note Description Note Description Note

RX Number Number License No Access No. URL Field 1

Name Date VIN PIN Username Field 2

Doctor

Pharmacy Phone No.

Date Purchased ire Size T Password Field 3 Field 4 Field 5 Field 6

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