Creating databases in filemaker pro. FileMaker at its best. Remote access to the FileMaker Server application from the Internet

The personal DBMS FileMaker has been developed on the Apple platform for more than thirty years and is almost as good as Microsoft Access in terms of capabilities. But it has several interesting features that make this product more accessible to non-professionals and allow you to create a working prototype of an application for iPhone or iPad in minutes.

Programmers tend to approach crafts Microsoft database Access and other similar tools with a mixture of contempt and horror. They have reasons for this. Problems that are solved with the help of such developments almost always have more far-sighted, powerful and correct solutions. But they are unlikely to be as simple, cheap and accessible to users, and these criteria are often more important than abstract “correctness”. This is especially true when you're dealing with one of Access's competitors, FileMaker Pro 14.

Like Access, FileMaker Pro is a combination of a database management system and a tool for rapid application development for accessing these databases, including over a network (both local and via the Internet using a regular browser. The latter, however, requires FileMaker Server ). Although FileMaker Pro comes with a powerful scripting language, there are many situations where you can do without it.

The new version of the product, released in early May, is distinguished by a modernized interface (the gradients that it consisted of before looked strange in Windows 8 and OS X 10.10) and a completely redesigned script editor. In addition, new interface elements and customization options have appeared.

FileMaker is less known than Access, but that wasn't always the case. This program has a long and complicated history. Its predecessor is one of the first database management systems for MS-DOS, which appeared about thirty-five years ago. When Apple released the Mac, the creators of FileMaker immediately moved to the new platform. Soon their brainchild gained such popularity that Microsoft decided to abandon the development of its own DBMS - they were afraid of competition. This delayed Access by more than five years.

FileMaker's success was short-lived. In the nineties, he lost his gains, retaining his leading position only in the experiencing crisis. better times market software for Mac OS. Twenty years later, FileMaker Pro remains the most popular application of its kind running on OS X (a version for Windows, of course, is also available - there is nowhere in the corporate market without it). Although this product is quite comparable in functionality and sophistication to its competitors, one glance is enough to understand that it did not copy them, but developed independently. FileMaker Pro is distinctive, and that's what makes it interesting.

While Access is slowly, version by version, turning toward professional developers, FileMaker Pro is struggling to maintain its focus on non-specialists. When working with it, programming skills and knowledge of databases will not interfere, but you can easily do without it. Creating a functional application with a custom interface using FileMaker Pro is almost as easy as a spreadsheet.

Another interesting feature of this product is iOS support. FileMaker Pro development tools allow you to create interfaces for manipulating data on a tablet or phone screen, and then run them on an iPhone or iPad. Moreover, if the database is open over the network, then any changes made to the interface or data are immediately reflected on mobile device- and vice versa. This, among other things, turns FileMaker Pro into a convenient tool for rapid prototyping of mobile applications.

Here's how to create a simple database using FileMaker Pro 14. When you start it, it activates the mode for editing layouts (Layout) or, to call a spade a spade, interfaces. Layouts replace Access forms and reports in FileMaker Pro. Each table must have at least one layout, but there can be several. The mockups will be individual screens of the application we are developing. In addition, they allow you to format data for printing on a printer or, say, saving in PDF format.

In addition to the layout editing mode, there is a viewing mode (Browse), in which the user interacts with interfaces and the database. If FileMaker Pro turns into a development environment in layout editing mode, then in view mode it executes the created “application”, and itself fades into the background.

The other two modes are used less frequently. The Find mode is designed to retrieve information from the database that cannot be obtained using one of the ready-made layouts, and the Preview mode allows you to see what the report will look like after printing.

Before moving on to displaying data, you need to define the tables in which it will be stored. This can be done by the large Manage button, which is located at the right edge of the toolbar in layout editing mode. By selecting Manage Database, we open a dialog box with three tabs: Tables, Fields and Relationships. Those who have come across databases can guess what they do. In the first, tables are created and deleted, the second is needed to set their structure, and in the third, the relationships between them are indicated.

Our test application will be a primitive semblance of a CRM and will be designed to record customer requests. Obviously, we need a table for customers and a table for requests. In addition, we will create a separate table for executors: there will be a list of employees who execute requests.

The field types are common, and only two deserve special mention: Calculation and Summary. A field that has one of these types can be compared to a cell in a spreadsheet where a formula has been entered instead of data. The Options button allows you to configure what value will be stored in the field when a new record is added, and specify the criteria that the field value must satisfy.

The Relationships tab is used to define foreign keys, or, in FileMaker Pro terminology, “match fileds.” In the “Cases” table we have two foreign keys: the “Customer” field should be equal to the identification number of the corresponding record in the “Customers” table, and the “Executor” field should be the same, but in the “Executors” table. You can use other comparison operators instead of equality, but this is not required for our task.

When we close the Manage Database dialog box, we find that FileMaker Pro has automatically created a layout for each table: one simple form with an input field for each column. In principle, they can already be used: in viewing mode with these forms you can add new records or view existing ones. But it’s better not to stop, but to refine them. Moreover, it is not so difficult.

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For small and medium enterprises who want to choose between the best system database management, I will provide a comparison between Filemaker Pro and Microsoft Access.

Do you know that?
Filemaker Pro was going to be a part Microsoft Office, but was purchased by Apple as part of their word processing package.

Databases are used to store data that is synchronized with the server to quick access. They serve as an online inventory for software companies and the protection of its intellectual property, as well as to protect user privacy. Database management has evolved from a single server to a server-based database system that serves multiple users, and finally a web-integrated database allows data to be updated and deleted from virtually anywhere. So, the question arises: what features should you look for when choosing such a system? The two most popular systems Database management systems currently include FileMaker Pro and Microsoft Access.

FileMakerPro vsMicrosoftAccess

Filemaker is a database management software that started out as an MS-DOS program but now runs successfully on the Mac platform. She has GUI with move and delete options for easy data management. It is available on various platforms, and the latest version has additional themes and templates for creating databases iOS data. It can connect to SQL databases such as SQL Server and Oracle when installing the (Open Database Connectivity ODBC) driver. Today this program has undergone significant updates and now has an application that allows you to manage your data. One of the features is an improved "Popover" button that appears when the user touches or clicks the mouse. FileMaker Pro takes up only 26 MB of disk space, has a storage capacity of up to 8 TB of data per file, and 3 different versions for you to choose from, namely FileMaker Pro, FileMaker Pro Advanced, and FileMaker WebDirect for database access from web browsers.

MicrosoftAccess was available as part of the Microsoft Office suite, in combination with other programs such as Excel, Word, PowerPoint, etc. It works well as a client application, providing support for databases such as Oracle, Sybase, etc. The application size is 160MB disk. Access allows you to store 1 TB of data on the SharePoint server, but only 2 GB of storage in a single file.

Operating platform

Filemaker is a cross-platform database system compatible with Windows, OS X, and iOS.

MicrosoftAccess, works only on Windows and is better adapted to Microsoft Office.

Database Potential

Filemaker Pro has objects such as layouts, resume layouts, scripts and plugins for building a base. It uses scripts and third party plugins to access the database.

You can include a number of objects in Microsoft Access, such as tables, queries, forms, reports, data access pages, macros, and modules. Access uses Visual Basic for Applications (VBA) as its development language, which is a subset of Visual Basic.

Number of users

Access can support 255 concurrent users.

Filemaker Server, combined with filemaker Pro, can support 250 users simultaneously.

Number of modes

Filemaker Pro has 3 modes: Design mode (for editing the layout design), Search mode (for searching records) and View mode (for displaying records).

Access has automated safe mode To detect any problems within a file, user-initiated safe mode allows files to run even if they are damaged.

Safety

Filemaker Pro has 256-bit AES encryption to protect data on desktop computer or a server used to protect sensitive information.

In Access, files can be accessed by transferring them to a Microsoft SQL server. This provides additional protection by providing security to workgroups that require a username and password that can be used to determine a specific person's rights (read or read-write).

Price

For a single user, filemaker Pro costs $9.00 per month on an annual basis. For a single user of FileMaker Pro Advanced, $15.00 per month is charged, also on an annual basis. To manage the server database, you can use the services of FileMaker WebDirect, which exists based on its users. It costs $54.00 per month for 5 users, and $279.00 per month for 50 users. It is distributed differently for volume licenses, which can be installed on more than one computer.

Microsoft Access users can enjoy all the benefits of this software and the rest of the Office suite for $6.99 per month, or $69.99 for the entire year. For a family, you can order it for $9.99 per month or $99.99 per year. For business users, it will cost $5.00 for Office 365 Business Essentials, $8.25 for Office 365 Business, and $12.50 for Office 365 Business Premium, according to different versions.

Looking at the advantages and disadvantages of Filemaker Pro and Microsoft Access, we can summarize that users who have paid for a license do not have access to the FileMaker server for free. To run the app on your iPad or iPhone, you can download it in FileMaker Go, which is free to download from the Apple store. is ideal for people who use MS Office and its applications, while filemaker can be used even by people who are new to database programming thanks to its Drag-and-Drop interface technology.

About this DBMS somehow, as it sometimes seems, in Lately we even forgot a little, carried away by Oracle, MS SQL Server and other industry giants. Well, talking about it is a great way to remind you of the existence of such a wonderful software product.

What is this, another Access?

The specificity of the FileMaker DBMS is that it is focused not so much on the programmer, but on end user. Even in their product descriptions, developers avoid using the cumbersome term DBMS (database management system), replacing it with database application.

“So what is this?” you may ask. “So, FileMaker is an analogue of Microsoft Access?” I just want to say: “No, what are you talking about, this is a real DBMS!” But Access is not a toy, but a very ordinary desktop database management system. And FileMaker is similar in many ways, but not similar in many ways. In general, this may be mean on my part, but I will leave the answer to this question up to your discretion. After all, why then talk about FileMaker, if you can simply write something like: “Here is a wonderful DBMS FileMaker, very similar to Access, download it for your health and use it for your pleasure!”

Before we begin talking directly about the capabilities of this software product, I want to tell you where you can familiarize yourself with it. The official website located at www.filemaker.com will help with this. Please note that in order to download the trial version of the program, you will need to register.

FileMaker Features

As I said before, FileMaker is not aimed at application developers, but at end users. This means that the first of its capabilities, or rather features, is the presence of a fairly easy-to-use graphical user interface.

When creating a database, FileMaker will offer standard templates - for business, for education, for home use. There are not too many templates, but they are quite sensible, although they will not be useful to those who do not speak English. When you create a database, a nice window appears with fields that correspond to the fields in the database tables. In them you can change the font, the display scale, or you can even switch to a tabular presentation of data that is more familiar to me personally (and, I suppose, not only to me).

Visually you can edit not only the data itself, but also its structure. To do this, you need to select “Define” in the “File” menu, and then select which elements of the database structure we want to define. You can create tables and fields within these tables, set relationships between these tables using convenient diagrams, create your own functions based on existing ones...

You can import records from various other databases without any special effort (they can be in the format of FileMaker itself, as well as in the form text files, DBF's, files Microsoft Excel or in the rare Lotus 1-2-3). Similarly, information from the database can be exported. A separate option is provided for exporting data to PDF format - a rather unusual solution for a DBMS, although probably not the most unnecessary. However, this is probably convenient in the West, where PDF is the standard for document management, but in our country export to Excel will be more in demand. Or even better in “1C” - but this is, of course, not built into FileMaker.

FileMaker provides three modes of working in the window with the data itself. These three modes are called as follows: Browse, Find, Layout and Preview. The first of them is intended for direct work with data in the file, that is, editing, printing, sorting and other necessary things. The second mode, as you can easily guess by looking at its simple name, is needed to search for data that meets certain criteria. After completing the search, FileMaker automatically returns to the first mode, so that the found data can continue to be edited, deleted and mocked. in other ways available to your imagination. A mode called Layout allows you to determine the layout of the working data editing window in FileMaker or, more simply, change its appearance. Also in this mode, you can determine the appearance of reports with the specified information, and you can view them in the last mode - Preview. As the help says, this mode is especially effective for composite reports with summaries.

Scripts in FileMaker

Working with any DBMS, even one as simple as FileMaker, cannot end with pressing buttons and simply “driving” data into the database. Sooner or later you will need to turn to scripts and programming - and FileMaker provides the user with this opportunity.

A special tool is responsible for scripts in FileMaker, which can be found in the "Scripts" menu of the main window. In the editor window you can see a very significant number of scripts already present in the program, intended mainly for sorting data. Directly from this window, the script can be execute, delete or change. You can also, of course, create a new script.

The script designer in FileMaker can be called, if not visual, then very close to visual. It looks like this: on the left in the window is the “text” of the script, that is, a description of the sequence of commands that this script executes. But, in fact, it is not the text of the script is because it cannot be edited as text. By clicking on any command in the list, you can set parameters for it, and its own windows appear to set the parameters. If the parameter is a field in the table, then a list of available fields appears, and if the parameter is another. type, then an even more interesting window appears that allows you to visually set conditions, comparison operations, etc. On the right side of the script editing window there is a list of all available commands that can be added to this very script. The list is quite large, and therefore you will be able to navigate in it. It’s not that easy, although you can probably get used to it over time.

Of course, this way of working with scripts will not be very convenient for programmers who are used to writing script text directly, but for users who are not accustomed to programming, this is certainly a much more preferable option.

With all that, FileMaker has the ability to debug scripts. In order to run scripts in debugging mode, you need to check the “Debug Scripts” item in the “Tools” menu. Debugging capabilities are quite standard: breakpoints, executing a procedure step by step executing commands inside it or without it. It is possible to view the results of executing a particular expression in a separate window. In general, debugging scripts is like debugging scripts. I just doubt that the average user who is not familiar with programming is what the FileMaker developers were targeting." and, will be engaged in debugging scripts.

However, the existence of FileMaker's own scripting language does not mean that you cannot work with data using SQL queries. It is very possible, but, as they say, be careful. FileMaker scripts support the Execute SQL command, which executes SQL -requests. Additionally, SQL can be used when working with FileMaker databases via ODBC or JDBC.

Ninth version

At the time of writing, the ninth version of FileMaker was current. Let's see how it differs from version 8.5 - after all, the dynamics of the program's development can tell a lot about it.

The developers themselves call bidirectional connections to the SQL database as the main improvement implemented in the ninth version. This has been improving the performance of systems running FileMaker for years. In addition, in general, the part of the program responsible for working with SQL has been significantly redesigned, and compatibility with SQL databases has been increased. In FileMaker Pro 9, you can access a SQL data source the same way you access another FileMaker Pro 9 file. Real-time interaction with databases is now possible: all changes will be displayed immediately to other users, and the changes they made , - you. This, however, does not mean that knowledge of SQL has become mandatory to work with version 9 of FileMaker.

An interesting feature for the user in FileMaker Pro 9 will be the ability to highlight important fields that are left blank or filled in incorrectly (for example, a negative quantity of an item is entered). FileMaker Pro 9 Server allows you to quickly generate a PHP site automatically from a database. Added the ability to group scripts within directories.

Summary

Well, here it is, this FileMaker. Of course, this program cannot be called a direct competitor to Oracle or PostgreSQL, but each product is good for its niche and works optimally under the conditions for which it was created. Regarding the question of the similarity between FileMaker and Microsoft Access, I think that if you are familiar with Access, now, having read about FileMaker, you can tell for yourself how similar they are.

In any case, it should be recognized that FileMaker is convenient, interesting and in demand by the market. And this is an indicator of a good software product.

The FileMaker development environment is today one of the leaders among DBMSs for small and medium-sized workgroups, allowing you to quickly develop ready-made solutions that are fully tailored to the needs of the customer's enterprise. Powerful FileMaker features, collaboration mode, support large number target platforms, a graphical interface ideal for rapid development - all this makes FileMaker indispensable when solving problems related to data collection and people management, Internet projects and management of heterogeneous information. FileMaker's ready-to-use built-in templates help you quickly create your own solution and get it up and running. With its ability to share data with virtually any application, FileMaker blurs the boundaries of heterogeneous networks by providing simple solutions for any complex problem.

Recently, the DBMS market has traditionally been dominated by market giants, primarily Oracle Database, Microsoft SQL Server, etc. If we consider the market for such open solutions with its diversity, then here, again, DBMSs are presented primarily for professional developers - MySQL, PostgreSQL, etc.

It is obvious that when using such serious and powerful tools, the development and maintenance of databases itself becomes the domain of only experienced professional developers. On the one hand, this niche is extremely saturated with a range of various very flexible and powerful solutions, but on the other hand, it must be admitted that the cost of development for such platforms will cost quite a lot of money, also requiring time and a certain amount of experience, even at the stage of correct formulation technical specifications by the customer himself, not to mention the time required to create and deploy such solutions. If, during the operation of a ready-made solution, it turns out, as often happens in life, that the product requires some refinement and further adaptation, then again, it is unlikely that you will be able to do this on your own, which means that you will again have to attract outside specialists.

Ready-made solutions are not always as flexible as required; life has repeatedly proven that it is always better and more reliable to create a personalized solution, as they say, “completely for yourself,” but here we are faced with the problem of the complexity and duration of such development.

If you just think and dream for a second: oh, if only such databases could be created completely on our own, if for this you did not need to be a specialist in several related technical fields at once, if it were just as easy to not only create programs from scratch, but also correct, expand and modify... And if for large and partly medium-sized businesses there are expensive specialized solutions based on serious and expensive DBMSs are still somehow justified and economically feasible, then for small businesses, of which the majority are representatives, or for home needs at all, the use of Oracle or even free MySQL is perhaps redundant and even moreover, absurd.

Such a long introduction to the topic is intended for only one purpose: the DBMS market for small businesses and home use is extremely in demand and it is practically not represented in the domestic space. If you need to quickly develop a specialized warehouse accounting system for a specific specificity, or just a personal business or financial planning system built on some new-fangled time management concept that you like, where to look for help in this case? What tools are best to use for this - perhaps the popular MySQL in conjunction with some kind of visual front-end written in the equally popular Visual Studio? What quick and easy development options could you suggest for this situation, suitable for any non-technical professional as well as an accountant or first-year student?

And today we have good news: our review will be devoted to a detailed examination of a DBMS of exactly this class, extremely well-known and popular in the West, but not yet very widespread in Russia - FileMaker. Since it has become typical to compare FileMaker with its niche analogs - Microsoft Access and FoxPro - for the sake of decency, we will also repeat this hackneyed analogy, but for the sake of completeness and fairness, we will immediately present their main differences, due to which this comparison, in our opinion , very tense.

Another MS Access?

A very pronounced specificity of the FileMaker DBMS is that it is aimed not so much at the programmer, but at the end user, the non-professional in the field of databases. Even in descriptions of their product, developers stubbornly avoid using the cumbersome term DBMS (database management system), although it is given in the product specification, replacing it everywhere with database application.

The fundamental difference is the method visual design, which is selected in these two similar but not analogous systems. In FileMaker, this approach is different and, in my opinion, much more successful and large-scale. Correctly chosen design strategies (for example, the presence of a very intelligently selected set of ready-made templates for all typical tasks that can always be taken as a basis) further simplify the quick start of your new project based on this development system. For example, here you can program in the built-in visual language FileMaker Script, even without any understanding of the basics of programming, or start immediately designing your database by simply dragging and dropping an Excel file onto an empty project form.

If in MS Access or FoxPro working on a project is an insider's view, and you need to have a clear understanding of how the database functions, then FileMaker is more of an outsider's view. FileMaker encourages you to focus on creating the external view of the database, that is, the interface. FileMaker almost completely takes care of the rest. If you don't even want to develop an interface, you are immediately provided with a standard one and have access to powerful tools display and search for data to start immediately working with the database. On the other hand, if you wish, you can delve into the essence of the processes and fill your project with additional functionality, independently determine the levels of complexity of interaction with the DBMS that are acceptable to you.

We will return to the numerous successful details of the implementation of FileMaker later, but here we would like to put an end to this stereotypical comparison: in our opinion, FileMaker is a much more accessible and friendly system to the average user than MS Access, while all its capabilities are in no way inferior to MS Access, and in many ways, and we will show this later, significantly superior to it.

As for FoxPro, it’s still a system for programmers, no matter how you look at it. Of course, when getting acquainted with FileMaker, it will not hurt you to have programming experience in “serious” languages - this will allow you to “get into” the system and its capabilities literally on the go, in a maximum of 24 hours, immediately starting to work. But, putting the task on the contrary, it will be very difficult for a humanities specialist to quickly and immediately understand FoxPro, you will agree, and there is no need to do this at all! As we will convincingly prove today, there is a much simpler, and please note, much more powerful development system in comparison with MS Access and FoxPro - the FileMaker DBMS.

Definition and target niche

FileMaker Pro is a cross-platform desktop designer of spreadsheet and other information applications built on the basis of its own relational database. Together with the actual engine of this database, as mentioned above, a powerful visual designer is supplied in a single package, with a developed and intuitive GUI interface, which allows you to create any applications in a visual mode: with your own logic, appearance, forms and tables. In addition to storing, operating and processing user data, this environment provides many additional functions and capabilities (which will be discussed in more detail below), which largely depend on the edition of this product (see the second part of this article). In short, if there are RAD (Rapid application development) development environments, then this is a kind of “SuperRAD”, which allows you to create completely similar applications, but 10 times faster and easier!

So, having given a very dry and somewhat official definition, let us summarize for the average person with the promised benefit: having mastered FileMaker, you can easily and quickly create your own projects based on databases, the use of which is practically unlimited. You can very quickly, literally “on your knees,” create, for example, a large catalog of your home library or films, catalog your huge music collection, develop your own system for accounting for goods in an enterprise or accounting Supplies and office equipment, a system for processing orders in your company or personalized printing systems. After spending literally a minute, expose your database to the Internet in the form of an automatically generated PHP website. And many many others...

Maybe someone will object to my bold comparison of FileMaker with real RAD systems, calling it incorrect and appealing to the quality of the final code that a similar application, traditionally developed, for example, in Visual Studio, will have, as incomparably better and more meaningful. But in response, I believe that today this is not the most convincing argument against “desktop frameworks” (and FileMaker, in some way, is one), since today man-hours cost much more than the hardware that needs to be upgraded once for such decisions so that “everything can fly” on it. With this final remark, I tried to respond in absentia to some obvious ideological attacks towards FileMaker that are taking place. And now, having finished with unnecessary rhetoric, let's move on directly to considering its capabilities.

Key Features of FileMaker

This is a multi-platform product - the following platforms are supported: Windows (XP, Vista, 7); MacOS X, iOS.
. Plugin architecture – there are many third-party plugins for connection that further expand the functionality of the main system. . Multilingual support - the system has been translated into more than 12 languages, including Russian.
. Ability to automatically generate advanced and attractive graphs, reports and histograms.
. Support for your own FDML markup language for generating web pages with the ability to dynamically insert from the FileMaker database.
. And if we're talking about websites, the server version of FileMaker has the ability to quickly generate a PHP website automatically - from the structure and content of an existing database.
. Ability to encrypt all used tables and data structures.
. A huge number of formats for importing data into the database: Excel, Lotus 1-2-3, txt, cvs, dbf, etc.; as well as an abundance of formats for the reverse operation - export.
. Close to visual editor scripts, which makes it very easy to understand programming (if you need it here at all).

There is a built-in script debugger that allows you to solve everything difficult situations. In general, I want to immediately express my subjective opinion that FileMaker has its own scripting language, and will probably be inconvenient for experienced programmers, and is rather more suitable for beginners and advanced users (which can be considered both a plus and a minus of this system ). . FileMaker supports multi-user work with the database, within reasonable limits, of course (you don’t need to count on simultaneous access to the database by a crowd of 400 people). But, in defense of the internal data storage, I would like to say that in the latest versions it has been significantly expanded and supplemented, and now it can quite freely operate with fairly large volumes of data (again, within reasonable limits - within small and medium-sized businesses, it will never will become a direct competitor in this regard for Oracle or PostgreSQL).

External interaction

Often when using such products, the first question that arises is: “How can I connect them with some of my external solutions?” Well, this question is natural. And if I don’t even question the internal capabilities for quick design and extremely convenient creation of applications on FileMaker (because it is so - just try), then the issue of researching FileMaker for its capabilities for interaction with other external products requires additional coverage, due to the special importance of this parameter when creating modern and flexible heterogeneous systems.

The first thing to highlight in this area is that FileMaker very widely supports and actively uses the universal XML standard for exchanging most various information with external applications. In particular, it supports:

XML Data Source Import – import of external data into the DBMS in XML format;
. Export Records and Export Records script step – types of exporting your data in XML format;
. Custom Web Publishing with XML is a mechanism for sending XML data in response to an Internet request for it from an external service.

In addition to XML support for exchanging data with external sources, it is also available full support ODBC/JDBC, which further enhances FileMaker's capabilities.

And finally, the most interesting thing from the point of view of an application programmer is the SQL language.

As I wrote above, FileMaker uses its own quasi-visual tools for creating selections, but besides this, there is almost full support for features and SQL, so let's list the main points in this matter as briefly as possible:

External SQL Data Source – a standard tool for creating a “live” two-way connection between FileMaker and the world's leading DBMS (Oracle, MS SQL Server, MySQL);

ODBC/JDBC - alternative way connections if you do not need a constant “live” connection to external data sources. This approach has both a plus and a minus: the plus is the much greater versatility and breadth of available data sources; in fact, you just need to find and install a standard ODBC driver for your database on a system with FileMaker. Minus – slightly slower interaction speed; . Execute SQL – the availability of dynamic SQL queries at the level of the FileMaker scripting language through this command, which creates a kind of additional dimension for the successful, and I would even say, sophisticated use of SQL within the FileMaker ecosystem;

MySQL partnership – I especially want to highlight the quality of support external source data popular free server bases MySQL data. It should be noted that the level of integration with this source in the External SQL Data Source mode is extremely high quality. The manufacturer FileMaker itself describes many successful examples of large implementations, where the use of such a symbiosis of these two DBMSs was placed at the forefront of the entire information infrastructure. The official partnership between FileMaker, Inc and MySQL AB further strengthens these ties, not only at the technical level, but also at the legal level of support.

Well, in conclusion, in the current topic of “External interaction” it is once again worth recalling the built-in smtp solution, which makes email permanently integrated into the overall system, which again adds convenience to development, especially for corporate purposes, which, along with flexible export from XML sources allow such an application to constantly remain “connected”.

In the second part of this article we will describe the Internet capabilities of FileMaker, its numerous editions, and along the way we will discuss many of its other pleasant features.

To be continued.

Igor Savchuk

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1 FileMaker Installation and New Features Guide for FileMaker Pro 12 and FileMaker Pro 12 Advanced

2 FileMaker, Inc., All rights reserved. FileMaker, Inc. Patrick Henry Drive Santa Clara, California FileMaker and Bento are trademarks of FileMaker, Inc., registered in the United States and other countries. The file folder logo and the Bento logo are trademarks of FileMaker, Inc. All other trademarks are the property of their respective owners. FileMaker documentation is protected by copyright. You may not make additional copies of this documentation or distribute it without the written permission of FileMaker. This documentation may only be used with a valid, licensed copy of the FileMaker software. All individuals, companies, email addresses and URLs listed in the examples are completely fictitious and any similarities to existing persons, companies, email addresses and URLs are completely random. A list of creditors is provided in the Acknowledgments documents supplied with this software. Mention of third party products and URLs is for informational purposes only and does not constitute an endorsement or recommendation. FileMaker, Inc. is not responsible for the performance of these products. For more information, visit our website Revision: 1

3 Contents Chapter 1 Before You Begin 5 About FileMaker Documentation 5 Customer Support and Knowledge Base 6 Technical Assistance 6 Update Notification 6 New Version Notification 7 About the License Key 7 Feature Requirements on Windows 9 Feature Requirements on Mac OS 10 Features not supported on Windows 10 Features not supported on Mac OS 10 Converting a trial version of FileMaker Pro to a full version 11 Upgrading FileMaker Pro from a previous version 11 Opening files from previous versions 12 Updating a custom dictionary 12 Installing with a volume license 12 Chapter 2 Installing FileMaker Pro on Windows 13 Installation Notes 13 Installing FileMaker Pro 14 Registering FileMaker Pro 15 Installing FileMaker Pro from command line 15 About installing the Bonjour service 15 Where files are located on your hard drive 16 Uninstalling, editing, or restoring FileMaker Pro 16 Changing the FileMaker Pro cache size 17 What to do next 18 Chapter 3 Installing FileMaker Pro in the operating room Mac system OS 19 Installation Notes 19 Installing FileMaker Pro 20 Registering FileMaker Pro 20 Viewing the Installation Log File 21 Uninstalling FileMaker Pro Setup FileMaker Pro cache size 21 What to do next 22

4 4 Chapter 4 What's New 23 New Structure and Layout Controls 23 Improved Performance and Usability 24 Enhanced Reporting and Analysis Features 25 Integration with Other Applications and Data Sources 26 Script Steps, Script Triggers, and Functions 26 Script Steps 26 Script Triggers 27 Functions 28 Features changed and removed 29 Features changed in FileMaker Pro 29 Features removed from FileMaker Pro 30 FileMaker Pro 12 Advanced 31

5 Chapter 1 Before You Begin Welcome to FileMaker! FileMaker Pro makes information management easy and efficient. About FileMaker Documentation This Installation and What's New Guide will tell you how to install FileMaker Pro 12 or FileMaker Pro 12 Advanced on a computer running operating system Windows or Mac, and will also introduce you to the new features of this software. Note. This guide uses the name "FileMaker Pro" to refer to both FileMaker Pro and FileMaker Pro Advanced unless it describes features unique to File Maker Pro Advanced. The FileMaker Pro User Guide contains the information you need to get started with productivity right away. If you're new to FileMaker Pro, check out the FileMaker Pro Tutorial to learn the basic features of the application. For details and complete step-by-step procedures, see FileMaker Pro Help. The Development Guide for FileMaker Pro Advanced describes additional features, available in FileMaker Pro Advanced, including customizing menus, copying and importing tables, database design reports, and monitoring fields, variables, and expressions using the Data Viewer. Note. If a feature or procedure is limited to a specific platform, instructions and illustrations that also apply to that platform are displayed. For functions and procedures that are similar on both platforms, illustrations are provided for either Windows or Mac OS. To view and download documentation for FileMaker, visit To provide feedback on this tutorial, visit

6 6 Before You Begin Customer Support and Knowledge Base Select the menu command Help > Resource Center to access the following components: ready-made solutions; videos and tutorials; user history; forums and other support tools. To access the FileMaker knowledge base, visit To view system requirements, visit Note. The FileMaker knowledge base and software forums are not available in all languages. Technical assistance Service representatives technical support FileMaker will help you install, run, or reinstall (except for data recovery) if the hardware configuration meets the minimum software system requirements. Visit Update Notification FileMaker Pro 12 automatically checks for software updates every seven days. If your computer is connected to the Internet, you can go to the updates web page and download the software update. You can update later by selecting Help > Downloads and Updates. Note. This feature does not install software. You must be connected to the Internet to access the updater and download it.

7 7 To turn off update notification, do one of the following: In the Update Notification dialog box, select the Don't check for updates automatically check box. On Windows, select Edit > Preferences. On Mac OS, select FileMaker Pro menu > Preferences. On the General tab, clear the Notify me when an update is available check box. To turn update notification back on, select this check box. If you disable update notification, the Update Notification dialog box will not appear. New Version Notification FileMaker Pro 12 automatically checks for new software versions every 30 days and notifies you when a new version becomes available. To turn off new version notification, do one of the following: In the New Version Notification dialog box, select the Do not notify me about new versions again check box. On Windows, select Edit > Preferences. On Mac OS, select FileMaker Pro menu > Preferences. On the General tab, clear the Notify me when a new version is available check box. To turn the new version notification back on, select this option. If you disable New Version Notification, the New Version Notification dialog box will not appear. About the License Key FileMaker software is distributed with a unique 35-character alphanumeric license key. Don't lose this key. It is recommended that you keep the license key in a safe place in case you ever need to reinstall the software. License keys are located on the back of the DVD sleeve. If you install software using an electronic download, follow the instructions in your order confirmation email. A valid license key is required to install the software.

8 8 Before You Begin The license key ensures compliance with the FileMaker Pro or FileMaker Pro Advanced software license, which permits one (1) copy of the software to be used on one computer at a time, along with a second copy for use on a home or laptop computer, subject to license restrictions. for software. For more information, see the FileMaker Pro or FileMaker Pro Advanced software license located in the appropriate installation folder. If there is another copy of the application running on the network that is installed with the same license key, FileMaker Pro displays the following error message: "Currently this copy FileMaker Pro uses the maximum number of licensed users." To install FileMaker Pro on multiple computers, you will need a unique license key for each installation or a multi-computer volume license. You must license one copy of FileMaker Pro on each computer.

9 9 Feature Requirements on Windows Some features of FileMaker Pro for Windows require the installation of additional software. Feature Send Email Script Step Using Mail Application Phone Dialing ODBC and JDBC Features Inserting QuickTime Video Files and Image Files Software Requirement Microsoft Outlook Express, Windows Mail, Windows Live Mail or Office Mail This requirement does not apply to SMTP mail. Telephone dialer or other application software interface compatible software telephone communication(TAPI) FileMaker ODBC and JDBC drivers are located in the xdbc folder of the image installation disk, and in the FileMaker Knowledge Base at For more information about using ODBC and JDBC functions, see the FileMaker ODBC and JDBC Guide and FileMaker Pro Help. For more information about using third-party ODBC and JDBC drivers, see QuickTime 7.5 Software (available at

10 10 Before You Begin Feature Requirements for Mac OS Some features of FileMaker Pro for Mac OS require the installation of additional software. Feature Send Message Script Step Using Mail Application ODBC and JDBC Features Software Requirement Apple Mail, Microsoft Entourage, or Microsoft Outlook 2011 This requirement does not apply to sending mail via SMTP. Actual Technologies ODBC Manager (available at is free software and is not supported by FileMaker. The FileMaker ODBC and JDBC drivers are located in the xdbc folder of the installation disk image, as well as in the FileMaker Knowledge Base at For more information about using ODBC and JDBC features, see: See the FileMaker ODBC and JDBC Guide and the FileMaker Pro Help. For more information about using third-party ODBC and JDBC drivers, see Importing files from Bento Bento 2 or a newer supported version (available at Features not supported in Windows On Windows, FileMaker Pro does not support Execute AppleScript and Speech script steps. It also does not support importing files from Bento. Features not supported on Mac OS FileMaker Pro does not support Phone Dial script steps. and “Sending a DDE command to execute.”

11 11 Export to Excel: Exporting to .xls format requires Rosetta, which is not available on OS X Lion. Converting a trial version of FileMaker Pro to a full version If you have a trial version of FileMaker Pro 12 installed, you can convert the software to a full version without first uninstalling the trial version. You can also upgrade your retail copy of FileMaker Pro version 9, 10, or 11 to full version FileMaker Pro 12 by typing license key to update during the trial conversion process. Upgrading FileMaker Pro from a Previous Version If you are upgrading FileMaker Pro from a previous version, it is recommended that you upgrade to the new version before uninstalling the previous version. To upgrade FileMaker Pro from a previous version, follow these steps: 1. Install the update using the 35-character license key located on the back of the DVD sleeve, or the key sent to you by e-mail along with a download link. 2. Move your plugins, dictionary data, and your settings to the new version of FileMaker Pro. For information about how to move settings, see the FileMaker Knowledge Base, available at 3. If you plan to use only latest version, delete the previous one. If you choose to uninstall a previous version before upgrading to the newest version, make sure you have a license key for the previous version. When you install FileMaker Pro with an upgrade license key, the installer searches your hard drive for the previous version. If a previous version is not found, you are prompted to enter the license key for the previous version of the product.

12 12 Before You Begin Opening Files from Previous Versions of FileMaker Pro 12 Opens Files Created in FileMaker Pro versions 7.x, 8.x, 9.x, 10.x or 11.x. But to use files with FileMaker Pro, you must convert them to the FileMaker Pro 12 file format. For more information about converting files, see FileMaker Pro Help. Updating a custom dictionary If you added words to a custom dictionary in a previous version of FileMaker Pro, you can use it in FileMaker Pro 12. For more information about converting a custom dictionary, see FileMaker Pro Help. Volume License Installation If you are installing multiple copies of FileMaker Pro under a volume license, or if you want to install without human intervention, you can automate the process. To skip standard installation dialog boxes, use the Assisted Install.txt file on the disk image. For more information, see the Product Guide network installation FileMaker Pro. For volume licensing information, visit

13 Chapter 2 Installing FileMaker Pro on the Windows Operating System Before proceeding with the installation process, save everything open files and close all applications. For the latest information and release notes about FileMaker Pro, visit Installation Notes Before you begin installing FileMaker Pro, please read the following notes. To install FileMaker Pro, you must have administrator access and log in with an administrator username and password. If your computer is running antivirus software, disable it before installing FileMaker Pro. Once the installation is complete, you can turn it back on. By default, FileMaker Pro will be installed in the following folder: C:/Program Files/FileMaker/FileMaker Pro 12. You can change the installation drive and folder during installation. By default, FileMaker Pro Advanced will be installed in the following folder: C:/Program Files/FileMaker/FileMaker Pro 12 Advanced. You can change the installation drive and folder during installation. During the installation process, you can choose to install all components (Complete) or only selected program components (Custom). For example, you can disable the installation of some components to save disk space. At the beginning of the installation, the user selects the language of the FileMaker Pro installer. The default selection matches the operating system language. A full installation installs only the version for the selected language. To install versions for other languages, in Custom installation mode, select language packs for other languages from the list of supported languages.

14 14 Installing FileMaker Pro on Windows Before installing an update or upgrading to a different version, FileMaker will review all hard disks and disk drives connected to the computer, searching for the previous version. If your computer has many disks, this may take several minutes. Installing FileMaker Pro Installing FileMaker Pro must be done using the installer. FileMaker Pro cannot be installed by simply copying files to HDD. If you want to create an installation log containing a list of registry entries and paths installed files, FileMakerPro should be installed from the command line. See “Install FileMaker Pro from the Command Line” on page 15. To install FileMaker Pro to your hard drive, do the following. 1. Do one of the following: If you received the software electronically, after downloading the file, double-click the installation icon (EXE file); If you are installing FileMaker Pro from a DVD, insert it into your DVD drive, open the FileMaker DVD window, and click the install icon. Install Application Click to view DVD contents Exit 2. Install FileMaker Pro by following the onscreen instructions. For more information about installation, see "Installation Notes" on page Once installation is complete, click Finish. The Product Registration dialog box appears.

15 15 Registering FileMaker Pro Take the time to register your copy of the product. Registering FileMaker makes it possible to get help recovering your license key if it is lost. Plus, you'll receive earlier notifications about updates, new software versions, and special offers. Enter product, registration, and additional information when prompted. If used trial version FileMaker Pro must be registered before use. You can also do this using the Help > Register FileMaker Pro menu item. Installing FileMaker Pro from the Command Line To install FileMaker Pro from the command line and create an installation log, follow these steps. 1. Insert a DVD into the drive. 2. Open a command prompt window. 3. Enter the following command line: E:\Files\setup.exe /v /Lr C:\FMP12InstallLog.txt where E: DVD drive. If DVD drive assigned a different letter, enter it instead of E. 4. Follow the onscreen instructions. The FMP12InstallLog.txt file will be created in the root directory hard drive. It can be viewed in WordPad or any other program text editor. About installing Bonjour Bonjour provides automatic discovery of computers, devices, and services on IP networks. It must be installed on your system to detect remote hosts. If the Bonjour service is not installed or running, FileMaker Pro will not be able to detect remote networks. In particular, it will not be possible to browse internal databases in the Open Remote File dialog box and obtain a list deleted files for use as an external data source. Without Bonjour, you will have to manually enter IP addresses for remote databases.

16 16 Installing FileMaker Pro on Windows Operating System During FileMaker installation Pro program installation works according to the following algorithm: if the Bonjour service is not detected, the installation program warns about this and offers to install it; if the Bonjour service is detected, but FileMaker does not support installed version, the installer displays a warning about this and offers to manually remove old version Bonjour, and then manually install the version of Bonjour supported by FileMaker; If the Bonjour service is detected and a version supported by FileMaker is installed, the installer does not warn or install Bonjour. To manually install the Bonjour service, do the following. 1. Open the FileMaker Pro installation folder. 2. Open the Bonjour folder. 3. Open the folder for the 32-bit or 64-bit version, depending on Windows versions. 4. Double-click the BonjourSetup icon. 5. Follow the onscreen instructions to install Bonjour. Where files are located on your hard drive The FileMaker Pro installer copies files to multiple folders on your hard drive, depending on the operating system version and the installation options you select. If you install from the command line and specify a log file to be created, the log file will indicate the location of each of the installed files. Uninstalling, changing, or repairing FileMaker Pro You can uninstall, repair missing or damaged components, or change the set of installed FileMaker Pro components using the Add or Remove Programs (Windows XP) or Programs and Features control panel (Windows XP). Windows Vista or Windows 7). For more information, see Windows help. When modifying or restoring FileMaker Pro, you may be prompted to enter a license key.

17 17 Changing the FileMaker Pro Cache Size FileMaker Pro provides internal caching of data from the database. Depending on the amount of memory on your computer, you may need to adjust the cache size to achieve optimal performance. It is worth increasing the cache size if you plan to: work with large files databases; simultaneously work with several database files; place database files on your computer; insert large images into the database file. It is worth reducing the cache size if you plan to run several applications simultaneously in a small space random access memory(RAM). Note. Reducing or increasing the FileMaker Pro cache size reduces or increases the amount of memory required to run FileMaker Pro accordingly. For more information about memory management, see the documentation that came with your computer. To change the cache size used by FileMaker Pro, you must do the following: 1. In FileMaker Pro, select Edit > Preferences. The Preferences dialog box appears. 2. Open the Memory tab. 3. Enter a value in the Trying to set cache size box, and then click OK. The next time you start FileMaker Pro, the new cache size will be used.

18 18 Installing FileMaker Pro on Windows Operating System What to Do Next After installing FileMaker Pro, you can start using the application right away. Below are sections of the documentation that we recommend starting with. If you are new to databases, you can learn the basics of working with them in Chapters 2, Using Databases, and Chapter 3, Creating Databases, in the FileMaker Pro User's Guide. If you are new to File Maker Pro, take the classes in the FileMaker Pro Tutorial; The PDF file of the tutorial and examples are located in the “Tutorial” folder, which is nested in the “Russian Extras” folder. If you're already familiar with using FileMaker Pro, read Chapter 4, "What's New," in this guide to learn about the new features in FileMaker Pro 12. If you're using FileMaker Pro Advanced, see the FileMaker Pro Developer's Guide and FileMaker Pro Help.

19 Chapter 3 Installing FileMaker Pro on Mac OS Before proceeding with the installation process, save any open files and close all applications. For the latest information and release notes about FileMaker Pro, visit Installation Notes Before you begin installing FileMaker Pro, please read the following notes. To install FileMaker Pro, you must have administrator rights and log in with an administrator username and password. If your computer is running antivirus software, disable it before installing FileMaker Pro. Once the installation is complete, you can turn it back on. You can choose to install all program files (standard installation) or install a partial program (custom installation). For example, you can disable the installation of some components to save disk space. Standard mode installs the version of FileMaker Pro that matches the language version of the operating system. To install additional language versions, select the appropriate language packs in Custom installation mode. Before installing an update or downgrading, FileMaker will scan all hard drives and drives connected to your computer for the previous version. If your computer has many disks, this may take several minutes. You can also install FileMaker Pro using the command line or remotely using the Apple tool Remote Desktop. For more information, see the FileMaker Pro Network Installation Guide.

20 20 Installing FileMaker Pro on Mac OS Installing FileMaker Pro Installing FileMaker Pro must be done using the installer. FileMaker Pro cannot be installed by simply copying files to your hard drive. Installing FileMaker Pro on your hard drive 1. Do one of the following. If you received the software electronically, after downloading it, double-click the disk image icon (.dmg file). If you are installing FileMaker from a DVD, insert the DVD into your DVD drive and open the FileMaker DVD window. 2. Find and double-click the FileMaker Pro installation icon. FileMaker Pro Installation Icon 3. Install FileMaker Pro by following the on-screen instructions. For more information about installation, see "Installation Notes" on page Once installation is complete, the Product Registration dialog box appears. Registering FileMaker Pro Take the time to register your copy of the product. Registering FileMaker software allows you to get help recovering your license key if you lose it. Plus, you'll receive earlier notifications about updates, new software versions, and special offers. Enter product, registration, and additional information when prompted. If you are using a trial version of FileMaker Pro, you must register it before you can start using it. You can also do this using the Help > Register FileMaker Pro menu item.

21 21 Viewing the installation log file To view and save the installation log file, select the Window > Installer Log menu in the program window. You can view error messages along with progress messages, just error messages, or all available installation messages. Uninstalling FileMaker Pro 12 To uninstall FileMaker Pro 12, follow these steps. 1. Drag the FileMaker Pro 12 or FileMaker Pro 12 Advanced folder from the Applications folder to the Trash along with all its contents. 2. Drag the FileMaker Pro or FileMaker Pro Advanced preferences file to the Trash. The settings are in the following file. For FileMaker Pro: /library/preferences/com.filemaker.client.pro.plist For FileMaker Pro Advanced: /library/preferences/com.filemaker.client.advanced.plist Setting the FileMaker Pro Cache Size Because Mac OS dynamically allocates memory for applications as needed, it is impossible not to allocate a certain amount of memory to FileMaker Pro. However, you can adjust the FileMaker Pro cache size. It is worth increasing the cache size if you plan to: work with large database files; simultaneously work with several database files; place database files on your computer; insert large images into the database file. It is worth reducing the cache size if you plan to run several applications simultaneously in a small amount of random access memory (RAM). You can change the cache size used by FileMaker Pro as follows.

22 22 Installing FileMaker Pro on Mac OS 1. In FileMaker Pro, select FileMaker Pro > Preferences and select the Storage tab. 2. Enter a value in the Attempt to set cache size field and click OK. The next time you start FileMaker Pro, the new cache size will be used. What to do next Once you install FileMaker Pro, you can start using the application right away. Below are sections of the documentation that we recommend starting with. For database basics, see Chapters 2, Using Databases, and Chapter 3, Creating Databases, in the FileMaker Pro User's Guide. If you've never used File Maker Pro before, take the lessons in the FileMaker Pro Tutorial. The PDF file of the tutorial and examples are located in the “Tutorial” folder, which is nested in the “Russian Extras” folder. If you're already familiar with using FileMaker Pro, read Chapter 4, "What's New," in this guide to learn about the new features in FileMaker Pro 12. If you're using FileMaker Pro Advanced, see the FileMaker Pro Advanced Developer's Guide and FileMaker Pro Help .

23 Chapter 4 What's New This chapter provides an overview of the new features and improvements made in FileMaker Pro 12. For more information about these features, see FileMaker Pro Help unless otherwise noted. New FileMaker Pro Themes Structure and Layout Controls: FileMaker Pro's architecture has been redesigned to support layout themes that are richer in functionality and more attractive. You can easily change the theme using the Layouts menu in Layout mode. Layout Object Formatting: FileMaker Pro has expanded the object formatter with features such as gradient fills, pattern fills including scaling and clipping, transparency, object properties, and rounded corners. To format an object, use themes instead of the default object styles without selected objects. You can remove styles from selected objects and control theme changes using multi-level undo. New layout assistance tools—dynamic alignment guides, guides that drag outside of rulers, and grid controls in Layout mode—will provide users with visual guidance for designing new layouts and modifying existing ones. Multi-level undo and redo allow you to experiment and improve your layout structure with ease. Screen stencils: In Layout mode, you can tap to display guides to help you design layouts that are optimal for iPad, iPhone, and general solutions desktop or setting custom sizes.

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