CHAPTER 14

Working with iCloud

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You can get a free iCloud account, which is an online service that lets you automatically synchronize data between iCloud and your Mac (as well as your iPhone, iPad, or iPod touch). You can also use iCloud to generate website passwords, store documents online, and locate a lost Mac.

Create an Apple ID

Sign In to iCloud Online

Set Up iCloud Synchronization

Set Up iCloud Keychain

Generate a Website Password

Activate and Configure iCloud Drive

Save and Open Documents Using iCloud Drive

Manage Your iCloud Storage

Set Up Family Sharing

Locate and Lock a Lost Mac, iPod, iPhone, or iPad

Create an Apple ID

To use iCloud, you need to create a free Apple ID, which you use to sign in to iCloud on the web and to synchronize your Mac and other devices. An Apple ID is an email address. You can use an existing email address for your Apple ID. When you use an existing email address, you are required to verify via email that the address is legitimate. Once you have created an Apple ID, you can use it to sign in to iCloud on the web, on your Mac, and on your devices, such as your iPhone or iPad.

Create an Apple ID

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001.eps Click System Preferences (9781119173878-ma006.tif).

The System Preferences appear.

002.eps Click iCloud.

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The iCloud preferences appear.

003.eps Click Create Apple ID.

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The Create an Apple ID dialog appears.

004.eps Click the Location 9781119173878-ma009.tif to choose your country.

005.eps Click the three Birthday pop-up menus to choose your month, day, and year of birth.

006.eps Click Continue.

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007.eps Type your name.

008.eps Type the email address you want to use.

009.eps Type the password (twice).

010.eps Click Continue.

Although there is nothing to stop you from using any email address as your Apple ID, you really should use an address that belongs to you. Also, you need to be able to retrieve and read messages that are sent to that address, because this is part of the verification process. That is, once you give Apple your details and agree to the terms of service, Apple will send a verification message to the email address you provided. Before you can use your iCloud account, you must click a verification link in that message.

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001.eps For each security question, click 9781119173878-ma009.tif to select a question and then type an answer.

002.eps Click Continue.

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003.eps Click Agree.

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Apple sends an email message to the address you typed in step 8.

004.eps In your email program, open the message from Apple.

005.eps Click Verify now.

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Apple prompts you to sign in to verify your email address.

006.eps Type your Apple ID (that is, the email address from step 8).

007.eps Type your password.

008.eps Click Verify Address.

Apple verifies your address and then OS X sets up your iCloud account on your Mac.

Sign In to iCloud Online

Although you can access most iCloud features using your Mac, you can also sign in online using a web browser, which is useful if you need to access iCloud data when using someone else’s Mac or Windows PC. Most modern browsers work well with iCloud, but Apple recommends that you use at least Safari 8, Firefox 22, Internet Explorer 10, or Chrome 28.

To sign in to iCloud using a Mac, you must be using at least OS X Lion 10.7.5, although Apple recommends OS X Yosemite (10.10.3) or later. To access iCloud using a Windows PC, the PC must be running Windows 7 or later.

Sign In to iCloud Online

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001.eps In your web browser, type www.icloud.com.

002.eps Press ret.

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The iCloud Login page appears.

003.eps Type your Apple ID in the Apple ID text box.

004.eps Type the password for your Apple ID in the Password text box.

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dga.eps If you want iCloud to sign you in automatically in the future, click the Keep me signed in check box (9781119173878-ma001.tif changes to 9781119173878-ma002.tif).

005.eps Click Sign In (9781119173878-ma114.tif).

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The first time you sign in, iCloud prompts you to configure some settings.

006.eps Click Add Photo, drop a photo on the dialog that appears, and then click Done.

007.eps Click Start Using iCloud.

Set Up iCloud Synchronization

You can ensure that your Mac and your iCloud account have the same data by synchronizing the two. The main items you will want to synchronize are email accounts, contacts, calendars, reminders, and notes. However, there are many other types of data you may want to synchronize to iCloud, including Safari bookmarks, photos, and documents. If you have a second Mac, a Windows PC, or an iPhone, iPad, or iPod touch, you can also synchronize it with the same iCloud account, which ensures that your Mac and the device use the same data.

Set Up iCloud Synchronization

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001.eps Click System Preferences (9781119173878-ma006.tif).

The System Preferences appear.

002.eps Click iCloud.

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The first time you open iCloud, OS X prompts you to choose which iCloud services you want to use.

003.eps If you do not want to sync your data to iCloud, click the Use iCloud for mail, contacts, calendars, reminders, notes, and Safari check box (9781119173878-ma002.tif changes to 9781119173878-ma001.tif).

004.eps If you do not want to use iCloud to locate your Mac, click the Use Find My Mac check box (9781119173878-ma002.tif changes to 9781119173878-ma001.tif).

005.eps Click Next.

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If you elected to use Find My Mac, OS X asks you to confirm.

006.eps Click Allow.

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The iCloud preferences appear.

007.eps Click the check box beside a type of data you want to sync (9781119173878-ma001.tif changes to 9781119173878-ma002.tif).

Note: If you do not want to sync a type of data, click its check box (9781119173878-ma002.tif changes to 9781119173878-ma001.tif). If OS X asks if you want to keep or delete the iCloud data that you are no longer syncing, click Keep or click Delete from Mac.

Your Mac synchronizes the data with your iCloud account.

Set Up iCloud Keychain

You can make it easier to navigate secure websites by setting up iCloud Keychain. A keychain is a master list of usernames and passwords that a system stores for easy access by an authorized user. iCloud Keychain is a special type of keychain that stores website passwords auto-generated by Safari, as described in the next section, “Generate a Website Password.” This means that you do not have to remember these passwords because Safari can automatically retrieve them from your iCloud account.

Set Up iCloud Keychain

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001.eps Click System Preferences (9781119173878-ma006.tif).

The System Preferences appear.

002.eps Click iCloud.

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The iCloud preferences appear.

003.eps Click the Keychain check box (9781119173878-ma001.tif changes to 9781119173878-ma002.tif).

Note: If OS X prompts you to create a password to unlock your screen, see Chapter 11.

OS X prompts you for your Apple ID password.

004.eps Type your password.

005.eps Click OK.

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OS X prompts you to enter an iCloud security code.

006.eps Type a six-digit security code.

007.eps Click Next.

OS X prompts you to confirm the iCloud security code.

008.eps Repeat steps 6 and 7 to confirm the security code.

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OS X prompts you to enter a phone number that can receive SMS (text) messages.

Note: If you have previously set up a phone number with iCloud, OS X sends a verification code to that number and then prompts you to enter the code.

009.eps Type the phone number.

010.eps Click Done.

OS X activates iCloud Keychain.

Generate a Website Password

You can make it easier and faster to navigate many websites by using Safari to generate, and iCloud to store, passwords for those sites that require you to log in. Many websites require you to set up an account, which means you must log in with a username and password. Good security practices dictate using a unique and hard-to-guess password for each site, but this requires memorizing a large number of passwords. To enhance security and ease web navigation, you can use Safari to automatically generate for each site a unique and secure password stored safely with your iCloud account.

Generate a Website Password

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Generate a Website Password

001.eps Turn on iCloud Keychain.

Note: See the previous section, “Set Up iCloud Keychain,” to learn how to activate iCloud Keychain.

002.eps In Safari, navigate to a web page that requires a new password.

003.eps Click inside the password field.

dga.eps Safari displays its suggested password.

004.eps Click the password.

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dgb.eps iCloud enters the password. iCloud also enters the password in the confirmation field, if one exists.

005.eps Fill in the rest of the website form data as required.

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Using a Generated Website Password

001.eps In Safari, navigate to a web page that requires you to log in using a previously generated password.

002.eps Click inside the Password box.

003.eps Click Keychain (9781119173878-ma024.tif).

004.eps Click the saved website password.

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dgc.eps Safari fills in the website password.

Activate and Configure iCloud Drive

You can use the iCloud Drive feature to store documents online. You can then access those documents either via the iCloud website or by using any other device — such as an iPhone or iPad — that is signed in to the same iCloud account. iCloud Drive works with all your Mac apps, so you can store any document in any iCloud Drive folder. If you have apps that you do not want to access your online storage, you can configure iCloud Drive to exclude those apps.

Activate and Configure iCloud Drive

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001.eps Click System Preferences (9781119173878-ma006.tif).

The System Preferences appear.

002.eps Click iCloud.

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The iCloud preferences appear.

003.eps Click the iCloud Drive check box (9781119173878-ma001.tif changes to 9781119173878-ma002.tif).

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OS X activates iCloud Drive on your Mac.

004.eps Click Options.

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005.eps Click the Documents tab.

OS X displays a list of apps that store documents using iCloud Drive.

006.eps Click the check box for each app that you do not want to access iCloud Drive (9781119173878-ma002.tif changes to 9781119173878-ma001.tif).

007.eps Click Done.

008.eps Click Close (9781119173878-ma010.tif).

OS X puts your iCloud Drive settings into effect.

Save and Open Documents Using iCloud Drive

Now that you have activated iCloud Drive, you can use any OS X application to save your documents to iCloud Drive. If a program has its own iCloud Drive application library, you can use that folder to save your documents. Otherwise, you can save your documents in any iCloud Drive folder.

Once you have documents saved to iCloud Drive, you can use the associated OS X applications to open and work with those documents. You can also access iCloud Drive documents directly using Finder.

Save and Open Documents Using iCloud Drive

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Save to an Application Library

001.eps Run the app’s Save command.

Note: In most apps, you run the Save command by clicking File and then clicking Save, or by pressing cmd+s.

002.eps Click the Where 9781119173878-ma009.tif and then click App — iCloud, where App is the name of the app, such as Pages, as shown here.

003.eps Fill in the other file details.

004.eps Click Save.

OS X saves the document to the program’s application library.

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Save to Any iCloud Drive Folder

001.eps Run the app’s Save command.

002.eps Click Expand (9781119173878-ma051.tif).

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OS X expands the dialog.

003.eps In the Favorites section of the sidebar, click iCloud Drive.

OS X displays the contents of your main iCloud Drive folder.

004.eps Double-click the folder you want to use to store the document.

005.eps Fill in the other file details.

006.eps Click Save.

OS X saves the document to the iCloud Drive folder.

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Open a Document Using Finder

001.eps Click Finder (9781119173878-ma012.tif).

002.eps In the sidebar’s Favorites section, click iCloud Drive.

003.eps Open the folder than contains the document you want to open.

004.eps Double-click the document.

OS X opens the document in its associated application.

Manage Your iCloud Storage

The iCloud preferences include a feature that enables you to manage your iCloud Drive storage. When you sign up for iCloud, Apple automatically gives you 5GB of free storage. Upgrading your storage, as described in the Tip at the end of this section, costs money, so if you do not want to spend anything for your iCloud Drive storage, then you need to manage your storage. This means deleting data that you no longer need from iCloud Drive. You can delete the backups stored for one or more devices, or you can delete the documents and data stored by one or more apps.

Manage Your iCloud Storage

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001.eps Click System Preferences (9781119173878-ma006.tif).

The System Preferences appear.

002.eps Click iCloud.

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The iCloud preferences appear.

003.eps Click Manage.

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The Manage Storage dialog appears.

004.eps Click Backups.

005.eps Click the device backup you want to remove.

006.eps Click Delete.

iCloud Drive asks you to confirm.

007.eps Click Delete.

iCloud Drive removes the device backup.

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008.eps Click an app.

009.eps Click Delete Documents and Data.

iCloud Drive asks you to confirm.

010.eps Click Delete.

011.eps Repeat steps 8 to 10 to remove the data for other apps, as needed.

012.eps Click Done.

013.eps Click Close (9781119173878-ma010.tif).

OS X puts your iCloud Drive settings into effect.

Set Up Family Sharing

Not being able to see what other members of your family are sharing on iCloud has long been a major drawback of the service because the only way to work around it was to share an account. Now, however, iCloud offers a feature called Family Sharing, which lets up to six family members share each other’s content, including photos, calendars, and reminders. And if purchases are made through the App Store, iTunes Store, or iBookstore using a single credit card, then each family member also gets access to the others’ purchased apps, songs, movies, TV shows, and e-books, where the seller allows that sharing.

Set Up Family Sharing

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Note: These steps assume you want to be the Family Sharing organizer, which means you are responsible for maintaining Family Sharing.

001.eps Click System Preferences (9781119173878-ma006.tif) in the Dock (not shown).

002.eps Click iCloud (not shown).

The iCloud preferences appear.

003.eps Click Set Up Family.

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The Family Sharing preferences appear.

004.eps Click Continue.

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iCloud asks if you want to be the organizer.

005.eps Click Continue.

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iCloud lets you know that purchases made through your account will be shared with your family.

006.eps Click Continue.

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iCloud displays the payment method associated with your account.

007.eps Click Continue.

iCloud asks if you want to share your location with your family.

008.eps Click the Share your location option (9781119173878-ma003.tif changes to 9781119173878-ma004.tif) (not shown).

009.eps Click Continue (not shown).

iCloud sets up Family Sharing.

Locate and Lock a Lost Mac, iPod, iPhone, or iPad

You can use iCloud to locate a lost or stolen Mac, iPod touch, iPhone, or iPad. Depending on how you use your Mac, iPod touch, iPhone, or iPad, you can end up with many details of your life residing on the device. That is generally a good thing, but if you happen to lose your device, you have also lost those details, plus you have created a large privacy problem because anyone can now see your data. You can locate your device and even remotely lock the device using an iCloud feature called Find My iPhone, which also works for Macs, iPod touches, and iPads.

Locate and Lock a Lost Mac, iPod, iPhone, or iPad

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001.eps Sign in to the iCloud website.

Note: See the section “Sign In to iCloud Online,” earlier in this chapter.

002.eps Click Find My iPhone.

Note: If iCloud asks you to sign in to your account, type your password and click Sign In.

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003.eps Click All Devices.

004.eps Click the device you want to locate.

dga.eps iCloud displays the device location on a map.

005.eps Click Lost Mode.

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The Lost Mode dialog appears. If the device is not protected by a passcode, iCloud prompts you to enter one. If the device is protected by a passcode, you can skip to step 8.

006.eps Type a four-digit lock code.

007.eps Type the lock code again to confirm (not shown).

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iCloud prompts you to enter a phone number where you can be contacted.

008.eps Type the phone number.

009.eps Click Next.

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iCloud prompts you to enter a message to display on the device.

010.eps Type your message.

011.eps Click Done.

iCloud locks the device and sends the message, which then appears on the device screen.

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