Codebook Cloud Beta Setup Guide

Thank you for signing up to beta test Codebook Cloud, we really appreciate your help and look forward to your feedback!

If you find you have any questions about getting started and testing that aren’t covered below, please reach out and we’ll get back to you soon.

You could get started by simply upgrading to Codebook 5 and trying things out yourself, but we encourage you to read the whole thing so you know what to expect, especially the part about Purchasing a Subscription.

Please note: The Android client doesn’t yet support Codebook Cloud, but we still need your help! It has been updated for compatibility with Codebook 5, so that you can install Codebook 5 on your Android and use the other sync services to sync over any changes you make on iOS, macOS, and Windows.

Providing Feedback

You can either email us directly at support@zetetic.net, or post your feedback on the forum in the Codebook Beta discussion category. We’ve got a list of features we’d like you to test in particular.

Downloading Codebook 5

First up, you will need to download Codebook 5 onto the devices where you will be testing. It should be perfectly safe to upgrade your existing installations (though we do recommend ensuring you have a backup of your data just in case), but we also need to test the new user experience as well, if you’d like to try a fresh install instead.

iOS

The iOS beta is distributed through Apple’s TestFlight service. We have added the email address you signed up with to the access list for the Codebook beta in TestFlight.

To ensure the Codebook 5 beta is installed on your iOS devices:

  1. Tap this link on your iOS device: Join the Codebook Password Manager beta - TestFlight - Apple
  2. Tap the “Start Testing” button, which will launch TestFlight and display Codebook version 5
  3. Tap the Update button to install the latest version

If you do not already have the TestFlight app installed on your device, be sure to follow “Step 1 Get TestFlight” on that page.

macOS

Download the macOS beta of Codebook 5 here:

https://www.zetetic.net/downloads/codebook/macos/cc/Codebook-beta.dmg

Windows

Download the Windows beta of Codebook 5 here:

https://www.zetetic.net/downloads/codebook/windows/cc/CodebookCloudSetup.msi

Android[1]

We have added the email address you signed up with to the access list for the Codebook beta in Google Play.

To enable beta updates for Codebook 5 on your Android devices:

  1. Tap this link on your device: https://play.google.com/store/apps/details?id=net.zetetic.strip
  2. On the app detail view for Codebook that loads, under “Join the Beta” tap Join > Join

If this is not the email address you use for Google Play, you will not be able to access the beta. Please get in touch and let us know what address to use instead.

Upgrade Testing

When you launch Codebook 5 on a device where you already have Codebook running, the first thing you should see is the lock screen you’re used to. Sign in with your Master Password, and you should be presented with a prompt encouraging you to Try Codebook Cloud. Choose Create Account to start the Codebook Cloud setup process.

When you launch Codebook 5 on an additional device, choose the Sign In option for Codebook Cloud, and enter the email address and password you specified during Create Account on your first device. (You may wish to sync these over using one of the other sync methods to make it easier to do, especially if you chose a random password during the Create Account step).

First-Time Setup Testing

If you launch Codebook 5 “fresh” on a device without any existing install/database, you should be presented with our new first-time setup screen, the Welcome view. Enter your email address under “New to Codebook?” to get started creating a Codebook Cloud account.

If you are launching Codebook 5 on an additional device for the first time, use the Scan Sync Key button on the Welcome view to expedite the setup process. You will scan the Sync Key from the device where you created your Codebook Cloud account, and this will transfer your Codebook Cloud information along with the Sync Key.

Purchasing a Subscription

After you go through the Create Account step on one of your devices, Codebook will prompt you to choose a subscription for Codebook Cloud. Don’t worry, you won’t be charged, or need to enter your own payment information!

Select either the monthly or yearly plan, then tap or click Choose Subscription.

If you are on iOS, you will be prompted to confirm the purchase in the Sandbox environment – you will not be charged! The iOS beta distributed through TestFlight does not interact with the Production App Store, instead all purchases are essentially faked in the Sandbox App Store.

If you are on macOS or Windows, you will be prompted to purchase the subscription on our website. Enter the following test credit card details in the checkout pop-up that loads on our website:

Card number: 4242 4242 4242 4242
Expiration: any month and year in the future
Security code: *JXSD
Zip code: any valid zip or postal code

After making the test purchase of the subscription, you should be redirected back to Codebook with an active subscription.

How Subscriptions Work

You only need to purchase a subscription for your Codebook Cloud account once! When you Sign In to Codebook Cloud on another device, your subscription will be honored automatically, even if you purchased your subscription in Codebook for Windows and then Sign In to Codebook Cloud in Codebook for iOS.

When you test purchase a subscription on iOS through the Sandbox App Store, the subscription will go through an accelerated renewal and expiration cycle automatically by Apple. Thus, it will eventually expire in about a day or so. At that point it will become inactive and that should be reflected in Codebook. To reactivate it, just “purchase” it again when prompted by the app.

When you test purchase a subscription on macOS or Windows or on the codebook.cloud website, which goes through our FastSpring store, the subscription is not automatically expired or renewed by FastSpring, so it will stay active unless you use the account management features on the website to view and cancel it.

Free Trials and the Loyal Customer Discount

When brand new users of Codebook install Codebook 5 and are prompted to choose a subscription, they are offered a 1 month free trial, whether they roll with the monthly or yearly option, and that should be reflected on the subscription purchase view when Codebook prompts you to choose a subscription.

Once a customer has used a free trial, we don’t offer it again, and that also should be reflected on the purchase view.

Finally, customers who have previously paid for Codebook (either in the App Store, or through our FastSpring store for a desktop license) should see a special loyal customer discount offered on the subscription purchase view, which consists of 6 months of free service. The check for a prior purchase is platform-limited, meaning that Codebook for Windows can’t check if you ever made a Codebook for iOS purchase, and vice-versa.

Codebook Cloud Settings

In Codebook on iOS, go to the Sync view to check the status of Codebook Cloud. Tap on the Account row to view the status of your subscription, and access other account-related functions, like Sign Out.

In Codebook on macOS and Windows, go the Settings/Preferences window, and click on the Sync tab to access your Codebook Cloud account details. There you will find the option to Sign Out as well as other account related-functions.

Manage Your Account

A self-service portal on the codebook.cloud website provides access to a number of things:

  • Details about your subscription
  • Amount of data storage used
  • Devices signed in to your account (and the ability to revoke access)
  • Account deletion

You can access these features for the beta test here:

https://beta.codebook.cloud/login

Sign in with your Codebook Cloud account credentials (these were stored in Codebook when you created your account, and should be accessible via AutoFill and Secret Agent!)

Other Sync Services

Codebook 5 works with all of the sync services that existed prior to our introduction of the new Codebook Cloud option. There are a few things to note about this:

  • Once you sync Codebook 5 with an existing sync service, e.g. Dropbox, the sync data in that location will be upgraded for Codebook 5, and instances of Codebook 4 will not be able to sync with it.
  • The other sync services besides Codebook Cloud do not support automatic sync, that’s only something we can provide with the managed service, so you’ll still have to remember to sync with them on demand.

Discount Gift for Beta Participants

We haven’t decided on the exact discount just yet, but since a couple folks have asked, we are planning to provide a discounted rate for all participants in the Codebook Cloud Beta who:

We really appreciate all of you helping out with your own free time, and trying Codebook Cloud out with your own personal data, so we plan to thank you with an on-going discount on subscriptions.


  1. The Android client doesn’t yet sync with Codebook Cloud. However, it has been updated for compatibility with Codebook 5 on the other platforms, so that you can sync any changes you make using the other sync services available. ↩︎

A post was split to a new topic: Sharing a Codebook Cloud account and subscription