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FileMaker Pro 12: The Missing Manual

Book Description

You don’t have to be a techie to use FileMaker Pro 12, but you do need to know what you’re doing. With this crystal-clear guide, you’ll learn how to create a powerful database that lets you do almost anything with your data. Whether you’re running a business, printing a catalog, or planning a wedding, you’ll learn how to customize your database and put it to work.

Table of Contents

  1. FileMaker Pro 12: The Missing Manual
  2. A Note Regarding Supplemental Files
  3. The Missing Credits
    1. About the Authors
    2. About the Creative Team
    3. Acknowledgments
    4. The Missing Manual Series
  4. Introduction
    1. Why FileMaker Pro?
    2. About This Book
    3. Macintosh and Windows
    4. About the Outline
    5. What’s New in FileMaker Pro 12
    6. The Very Basics
      1. About→These→Arrows
    7. About Online Resources
      1. The Missing CD
      2. Feedback
      3. Errata
      4. Registration
    8. Safari® Books Online
  5. 1. Getting Started with FileMaker
    1. 1. Working with a Database
      1. A Very Quick Database Tour
        1. Content Area
        2. Scroll Bars
        3. Zoom Controls
        4. Understanding Modes
        5. Status Toolbar
      2. Opening and Closing Database Files
        1. Opening a Database
        2. Closing a Database
      3. Adding Data to Your Database
        1. Creating a Record
        2. Entering Data
          1. Moving Between Fields
          2. Editing a Record
          3. Reverting a Record
          4. Duplicating a Record
          5. Deleting Records
        3. Fields for Lots of Text
        4. Customizing the Toolbar
        5. Understanding Browse Mode Error Messages
          1. Typing in Vain
      4. Navigating Your Database
        1. Navigating Record by Record
        2. Keyboard Shortcuts
      5. Finding Records
        1. Performing a Find
          1. Fast Match
          2. Quick Find
        2. Understanding Find Mode Error Messages
          1. No Records Match
          2. No Valid Criteria
          3. Accidental Data Entry in Find Mode
      6. Sorting Records
        1. Understanding Sorting
        2. Beyond the Simple Sort
        3. Multiple Sort Fields
      7. Same Database, Different Views
        1. Viewing a List
        2. Viewing a Table
        3. Creating a New Window
        4. Hiding Windows
          1. Closing Hidden Windows
        5. Automatically Arranging Windows
      8. Saving Your Database
        1. Saving a Copy of Your Database
        2. Saving a Clone of Your Database
      9. Using FileMaker’s Help Menu
    2. 2. Organizing and Editing Records
      1. Views
        1. Form View
        2. List View
        3. Table View
          1. Rearranging Columns in Table View
          2. Modifying Table View
          3. Modifying Table View in Layout Mode
      2. Advanced Find Techniques
        1. Multiple Requests
          1. Searching with “AND” Conditions
          2. Searching with “OR” Conditions
        2. Finding by Omitting
        3. Refining a Found Set with Omit Commands
        4. Constraining and Extending the Found Set
          1. Constraining the Found Set
          2. Extending the Found Set
        5. Refining Searches with Find Operators
          1. Zero or More Characters, A.K.A. “Wildcard” (*)
          2. Less Than (<), Less Than or Equal (≤), Greater Than (>), and Greater Than or Equal (≥)
          3. Match Whole Word (=), Match Phrase (“”), and Match Entire Field (= =)
          4. Range (…)
          5. Find Duplicate Values (!)
          6. Today’s Date (//) and Invalid Date or Time (?)
          7. Any One Character (@), Any One Digit (#), and Zero or More Characters (*)
          8. Relaxed Search (~)
        6. Modify Last Find
        7. Using the Find Pop-Up Menu
          1. Saving Finds
          2. Editing Saved Finds
      3. Editing What’s in Your Fields
        1. Drag-and-Drop Editing
        2. Using the Replace Command
        3. Find and Replace
      4. Changing Text Appearance
        1. Text Formatting
        2. Paragraph Formatting
        3. The Text Ruler
        4. Formatting Tabs
          1. Setting Tabs in the Text Ruler
          2. Setting Tabs in the Tabs Dialog Box
      5. Checking Spelling
        1. Spell Checking with Menu Commands
        2. Spell Checking as You Type
        3. Managing Spelling Dictionaries
          1. User Dictionaries
      6. Preview Mode and Printing
  6. 2. Building Your First Database
    1. 3. Creating a Custom Database
      1. Creating a New Database
      2. Creating and Managing Fields in Table View
        1. Creating Fields
        2. Managing Field Types
        3. Creating Records in Table View
        4. Embedding a File in a Container Field
        5. Inserting a File with a Reference
        6. Exporting Field Contents
      3. Understanding Layouts
        1. The Layout Bar
        2. The Layout Status Toolbar and Layout Mode
        3. Layout Objects
      4. Customizing a Layout
        1. Editing Text Objects and Fields
          1. Moving and Resizing Fields
          2. Using Object Grids
          3. Viewing Sample Data
          4. Editing Text Objects
          5. Deleting Objects
          6. Adding Text Objects
        2. Using the Inspector
        3. Inserting a Picture on a Layout
        4. Adding Lines and Shapes
        5. Adding a Gradient
        6. Formatting Fields
          1. Formatting a Number Field
          2. Adding a Field Control Style and a Value List
          3. Editing a Value List
          4. Adding a Drop-Down Calendar to a Field
          5. Controlling Object Borders
      5. Creating a New Layout
        1. Making Two Layouts Match
          1. The Format Painter
          2. Copying Object and Part Styles
      6. Arrange and Align Tools
        1. Aligning and Distributing
          1. Resizing
          2. Grouping/Locking
          3. Arranging
          4. Rotating
    2. 4. Adding Power to Your Database
      1. Creating a Simple Calculation
        1. Creating Fields with Manage→Database
        2. Adding New Fields to a Layout
        3. Deleting a Field from a Layout
          1. Discard Changes
      2. Creating a Related Table
        1. Understanding the Elements of a Relationship
        2. Creating a Key Field with an Auto-Enter Serial Number
          1. Using Replace Field Contents to Add Serial Numbers
        3. Creating a New Table
          1. Viewing the New Table’s Layout
        4. Creating a Relationship Between Two Table Occurrences
      3. Creating and Using Portals
        1. Adding a Portal to a Layout
        2. Resizing and Moving a Portal
          1. Adding Rows to a Portal
        3. Context
        4. Creating Records Through a Portal
        5. Editing Records Through a Portal
          1. Deleting Records Through a Portal
        6. Performing Finds with Related Data
      4. Using Tab Controls
        1. Creating a Tab Control
        2. Editing Tab Controls
          1. Adding, Removing, and Reordering Tabs
          2. Default Front Tab
          3. Tab Justification
          4. Tab Width
          5. Formatting a Tab Control
        3. Deleting a Tab Control
      5. Adding Merge Fields
        1. Using Symbols to Show Important Info
      6. Writing a Basic Script
        1. Creating a Sort Script
        2. Creating a Button
        3. Applying a Script Trigger
      7. Creating a Dynamic Report with the Assistant
      8. Creating a Trailing Group Report
      9. Creating Charts in Table View
      10. Changing the Default Account
      11. Summing Up
  7. 3. Thinking Like a Developer
    1. 5. Creating and Managing a Relational Database
      1. Understanding Relational Databases
      2. Modeling Your Database
        1. Choosing Entities
        2. Finding Relationships
          1. One-to-many Relationships
          2. One-to-one Relationships
          3. Many-to-many Relationships
        3. The Entity-Relationship Diagram
          1. Creating an ER diagram
        4. Keys
          1. Primary and Foreign Keys
          2. Choosing a Good Primary Key Field
        5. Join Tables
      3. Creating a Relational Database
        1. Creating Relationships
        2. Sorting a Relationship
        3. Managing the Relationships Graph
          1. Managing Table Occurrences Using the Tables/Relationships Tools
          2. Arrange the Graph
          3. Selection Tools
          4. Color your Table Occurrences
          5. Adding Notes
          6. Printing the Graph
      4. Using Relational Database Power
        1. One Table Occurrence, One Found Set
        2. Viewing Related Fields on a Layout
        3. Creating a Value List Based on a Related Field
      5. Lookups
        1. Creating Lookups
        2. Using a Relookup
        3. Navigating Between Related Records
          1. Go to Related Record
          2. Using GTRR to Create a Found Set
      6. Reviewing Relationship Concepts
        1. Bidirectionality
        2. Implicit Relationships in Action
    2. 6. Field Options
      1. Understanding Field Types
        1. Text
        2. Number
        3. Date
        4. Time
        5. Timestamp
        6. Container
        7. Calculation
        8. Summary
      2. Auto-Enter Field Options
        1. Creation Values
          1. Using Creation Name and Account Name
        2. Modification Values
        3. Serial Number
        4. Value from Last Visited Record
        5. Data
        6. Calculated Value
        7. Looked-Up Value
      3. Validation Options
        1. Making Validation Stricter
        2. Validation Requirements
          1. Strict Data Type
          2. Not Empty
          3. Unique
          4. Existing Value
          5. Member of Value List
          6. In Range
          7. Maximum Number of Characters
      4. Storage Options
        1. Global Storage
        2. Repeating Fields
        3. Indexing
          1. Automatic Indexing
          2. Controlling Indexing Manually
          3. Indexing Language
          4. Seeing the Index
          5. Container Field Options
        4. Printing Field Definitions
      5. Beyond Text: Container Fields
        1. Pictures
          1. Copy and Paste
          2. Insert→Picture
        2. QuickTime
        3. Sound
          1. Recording Sound
        4. File
          1. Exporting Data From Container Fields
    3. 7. Layout Mechanics
      1. Layout Types
        1. Standard Form
        2. Table View
        3. List View
        4. Report
        5. Blank Layout
        6. Labels or Vertical Labels
        7. Envelope
      2. Layout Parts
        1. Parts in Form View
        2. Parts in List View
        3. Parts in Preview Mode
        4. Part Setup Dialog Box
        5. When to Use Each Type
        6. Arranging Parts
        7. Renaming a Layout
        8. Setting Layout View
        9. Found Sets and Layouts
        10. Layout Setup
        11. Manage Layouts
      3. Formatting Fields
        1. Field Controls
      4. Advanced Field Controls
        1. Edit Box
        2. Drop-Down List
        3. Pop-Up Menu
        4. Checkbox Set
        5. Radio Button Set
        6. Drop-Down Calendar
        7. Auto-Complete
          1. Auto-Complete in Edit Boxes
          2. Auto-Complete in drop-down lists
        8. Repetitions
        9. Display Data From
        10. Field Behavior
      5. Tab Order
        1. Customizing the Tab Order
        2. Fixing the Tab Order in the People Database
        3. Preserving the Automatic Order
      6. Creating Layouts for Printing
        1. Visualize the Result in Preview Mode
        2. Print Margins
        3. Columns
    4. 8. Layout Design
      1. Layout Themes
      2. Touch Themes
      3. Grids, Guides, and Dynamic Guides
        1. Grids
        2. Guides
        3. Dynamic Guides
      4. Screen Stencils
      5. Data Formatting
        1. Number Formatting
          1. General
          2. As Entered
          3. Boolean
          4. Decimal
          5. Currency
          6. Percent
        2. Date Formatting
          1. As Entered
          2. Preset Styles
          3. Custom
        3. Time Formatting
          1. As Entered
          2. Other Formats
        4. Timestamp Formatting
        5. Graphic Formatting
          1. Format
          2. Alignment
          3. Optimize For
      6. Merge Fields
      7. Merge Variables
      8. Tooltips
      9. Autosizing
        1. Autosizing in List Layouts
        2. Sliding Layout Objects
          1. When to use Sliding
          2. Choosing the Objects to Slide
          3. Setting Sliding Options
          4. More Sliding & Visibility Options
      10. Buttons
        1. Creating Buttons with the Button Tool
        2. Turning an Existing Layout Object into a Button
        3. Making a Button Not a Button
        4. Button Actions
    5. 9. Understanding Calculations
      1. Understanding Calculations
        1. Creating a Calculation
        2. The Structure of a Calculation
        3. Using Fields in Calculations
        4. Using Constants in Calculations
          1. Number Constants
          2. Text Constants
        5. Using Operators in Calculations
          1. Mathematical Operators
          2. The Concatenation Operator
          3. Comparison Operators
          4. Logical Operators
          5. Parentheses
        6. Functions
          1. Text Functions
          2. Text Formatting Functions
          3. Number Functions
          4. Date Functions
          5. Time Functions
          6. Timestamp Functions
          7. Container Functions
          8. Aggregate Functions
          9. Summary Functions
          10. Repeating Functions
          11. Financial Functions
          12. Trigonometric Functions
          13. Logical Functions
          14. Get Functions
          15. Design Functions
          16. Custom Functions
          17. External Functions
        7. Expressions
      2. Using a Related Field in a Calculation
      3. Understanding the Specify Calculation Dialog Box
        1. Table Occurrence Context
        2. Field List
        3. Operators
        4. Function List
        5. Result Type
        6. Calculation Box
        7. Changing the Standard Evaluation Behavior
      4. Auto-Enter Calculations
      5. Validate Data Entry with a Calculation
      6. Commenting in Calculations
    6. 10. More Calculations and Data Types
      1. Number Crunching Calculations
        1. Number Function Types
        2. Using Number Functions
          1. Abs()
          2. Average()
          3. Count()
          4. Floor() and Ceiling()
          5. List()
          6. Round()
          7. SetPrecision()
      2. Going Beyond Basic Calculations
        1. Reviewing the Data and New Business Rules
        2. Planning the Calculations
        3. Constructing the Calculation
      3. Text Calculations
        1. Text Functions
          1. Text Function Types
          2. Character Functions
          3. Word Functions
          4. Text Editing Functions
          5. Text Value Functions
          6. Text Counting Functions
        2. Text Formatting Functions
          1. TextColor() and RGB()
          2. TextFont()
          3. TextSize()
          4. TextStyleAdd() and TextStyleRemove()
      4. Date and Time Calculations
        1. Math with Dates and Times
          1. Dates
          2. Times
        2. Parsing Dates and Times
        3. Calculations that Create Dates and Times
          1. The Secret Powers of Date()
      5. Containers in Calculations
        1. Calculations with Pictures, Sounds, Movies, and Files
        2. Calculations with References
    7. 11. Understanding Scripts
      1. Understanding Scripts
      2. Your First Script
        1. Preparing the Database
        2. Planning Your Script
        3. Creating Your Script
        4. Improving Your Script
      3. Shortcuts to the Edit Script Window
      4. The Importance of the Layout
        1. When to Switch
      5. Running Scripts
        1. The Scripts Menu
        2. Buttons
        3. Script Triggers
        4. Timer Scripts
      6. Organizing Your Scripts
        1. Creating Script Folders
        2. Creating Menu Separators
      7. Branching and Looping in Scripts
        1. Branching with If, Else If, Else, and End If
        2. Testing Multiple Conditions
        3. Looping
          1. Using Go to Record/Request/Page to Exit a Loop
      8. Script Triggers
        1. Creating a Simple Script Trigger
        2. File Option Triggers
          1. OnFirstWindowOpen
          2. OnLastWindowClose
          3. OnWindowOpen
          4. OnWindowClose
        3. Layout Triggers
          1. OnRecordLoad
          2. OnRecordCommit
          3. OnRecordRevert
          4. OnLayoutKeystroke
          5. OnLayoutEnter
          6. OnLayoutExit
          7. OnModeEnter
          8. OnModeExit
          9. OnViewChange
        4. Object Triggers
          1. OnObjectEnter
          2. OnObjectKeystroke
          3. OnObjectModify
          4. OnObjectValidate
          5. OnObjectSave
          6. OnObjectExit
          7. OnTabSwitch
    8. 12. Exploring Script Steps
      1. Go to Layout
      2. Go to Object
        1. Naming Objects
        2. Using “Go To Object” in a Script
      3. Scripting for Fields
        1. Navigating Fields
          1. Go to Field
          2. Go to Next Field and Go to Previous Field
        2. Editing Commands
        3. Selecting Text
        4. Editing Field Data
          1. Avoiding Cut, Copy, and Paste
          2. Set Field
          3. Set Field by Name
          4. Insert Calculated Result
          5. Inserting Other Values
          6. Putting Data in Container Fields
          7. Using the Insert File Script Step
        5. Creating a Field Script
          1. Building the Script
        6. Other Steps that Work with Fields
          1. Replace Field Contents and Relookup Field Contents
          2. Set Next Serial Value
          3. Perform Find/Replace
      4. Working with Records
        1. Creating, Duplicating, and Deleting Records
        2. Navigating among Records
          1. Go to Record/Request/Page
          2. Go to Related Record
        3. Opening, Reverting, and Committing Records
          1. Open Record/Request
          2. Commit Records/Requests
          3. Revert Record/Request
        4. Copying Records
          1. Copy Record/Request
          2. Copy All Records/Requests
        5. Working with Portals
          1. Go to Portal Row
      5. Finding Records
        1. Pausing for Users’ Find Requests
          1. Triggering a Find Script
        2. Static Find Requests
        3. Using a Variable to Create Dynamic Find Requests
        4. Constraining and Extending the Found Set
        5. Omitting Records
        6. Modify Last Find
      6. Sorting Records
        1. Sorting Records with an OnRecordLoad Trigger
      7. Working with Windows
        1. Creating Windows
          1. Specifying Advanced Style Options
        2. Bringing a Window to the Front
        3. Closing a Window
        4. Moving and Resizing Existing Windows
          1. Adjust Window
          2. Arrange All Windows
          3. Move/Resize Window
        5. Other Window-Related Script Steps
      8. Working with Files
        1. Opening and Closing Files
        2. Save a Copy As
        3. Other File-Related Script Steps
      9. Printing
      10. Other Script Steps
        1. Open URL
        2. Dial Phone
        3. Set Web Viewer
        4. Execute SQL
        5. Flush Cache to Disk
        6. Exit Application
  8. 4. Becoming a Power Developer
    1. 13. Applying Developer Utilities
      1. Copying and Pasting Database Structure
        1. Importing Tables and Fields
        2. Copying and Pasting Tables
        3. Copying and Pasting Fields
        4. Copying Scripts and Script Steps
      2. Script Debugger
        1. Controlling Script Execution
        2. Breakpoints
        3. Examining Errors
        4. Pause on Error
        5. The Call Stack
        6. Working with the Debugger Window
      3. The Data Viewer
        1. The Current Tab
        2. The Watch Tab
      4. Disable Script Steps
      5. The Database Design Report
        1. Generating the DDR
        2. Using the DDR
        3. Finding Broken Elements with the DDR
      6. Custom Functions
        1. Defining a Custom Function
        2. Editing Custom Functions
        3. Sharing Custom Functions
      7. Custom Menus
        1. Editing a Menu
        2. Creating a New Menu
        3. Using Existing Commands
        4. Submenus
        5. Removing a Menu
        6. Hiding or Showing a Menu by Calculation
        7. Installing Custom Menu Sets
      8. Developer Utilities
        1. Using the Developer Utilities
          1. Renaming Files
          2. Create Runtime Solution Application(s)
          3. Remove Admin Access from Files Permanently
          4. Enable Kiosk mode for non-admin Accounts
          5. Databases must have a FileMaker file Extension
          6. Create Error Log for any Processing Errors
          7. Loading and Saving Settings
        2. Delivering a Runtime Solution
      9. File Maintenance
    2. 14. Advanced Relationship Techniques
      1. Advanced Relationships
        1. Self-Join Relationships
          1. Avoiding Ambiguity
        2. Multiple Criteria Relationships
          1. Editing a Relationship
        3. Relationship Operators
      2. Portal Filtering
      3. Understanding Table Occurrences
        1. Deciding Which Table Needs a New Occurrence
          1. Adding a Table Occurrence
          2. Adding Fields for New Table Occurrences
      4. Table Occurrence Groups
        1. Planning the New Elements You’ll Need
        2. Understanding Table Occurrence Groups
        3. Creating a New Table Occurrence Group
        4. Building the Assign Expenses Layout
          1. Duplicating and Editing an Existing Layout
          2. Copying a Portal from Another Layout
          3. Using GTRR to Switch TOGs
      5. Understanding Graph Arrangements
      6. Connecting Database Files
        1. Adding a Table Occurrence from Another File
        2. Defining Data Sources Using a Path
      7. Using Multiple Relationship Techniques
        1. Creating the Invoice Finder Layout
    3. 15. Reporting and Analysis
      1. Summary Fields and Subsummary Parts
        1. Summary Fields
        2. Other Summary Field Types
          1. Total of
          2. Average of
          3. Count of
          4. Minimum and Maximum
          5. Standard Deviation of
          6. Fraction of Total of
          7. Summarizing Repetitions
        3. Advanced Subsummary Parts
          1. Multiple Subsummary Parts on One Layout
        4. Leading and Trailing Grand Summaries
        5. Subsummary Parts and Printing
      2. Web Viewer Objects
        1. Putting a Web Viewer on a Layout
        2. Web Viewer Options
          1. Allow Interaction with Web Viewer Content
          2. Display Content in Find Mode
          3. Display Progress Bar
          4. Display Status Messages
          5. Automatically Encode URL
      3. Conditional Formatting
        1. Conditional Formatting of Fields
        2. Conditional Formatting of Text Objects
        3. Advanced Conditional Formatting
        4. Removing Conditional Formatting
      4. Basic Charting (Found Set Charts)
        1. Column
        2. Stacked Column
        3. Positive/Negative Column
        4. Bar
        5. Stacked Bar
        6. Pie
        7. Line
        8. Area
        9. Scatter
        10. Bubble
      5. Chart Formatting
      6. Charting and Reports
        1. Picking the Right Fields
        2. Choosing an Appropriate Layout Part
        3. Using the Correct Sort Order
      7. Advanced Charting
        1. Delimited Data
        2. Related Records
    4. 16. Advanced Calculations
      1. Understanding Boolean Functions
        1. Using the Self() Function
      2. Using Storage Options
        1. Understanding Stored and Unstored Calculation Fields
          1. Field Dependencies
          2. Deciding When to Store
          3. Indexing Calculations
        2. Global Calculation Fields
      3. Logical Functions
        1. Conditional Functions
          1. The If() Function
          2. The Case() Function
          3. The Choose() Function
        2. Constructing a Conditional Calculation
          1. Total Due Calculation #1: Using the If() Function
          2. Total Due Calculation #2: Using the Case() Function
      4. The Let() Function and Variables
        1. Defining Calculation Variables
          1. Total Due Calculation #3: Using the Let() Function
        2. The Life of a Variable
          1. Local Variables
          2. Global Variables
        3. Nesting Let Functions
      5. Recursion
        1. Step 1: Solve the First Case
        2. Step 2: Assume Your Function Already Works, and Use It
        3. Step 3: Find a Stopping Point
      6. Plug-Ins
        1. Installing Plug-ins
        2. Finding Plug-ins
        3. Creating Your Own Plug-ins
    5. 17. Advanced Scripting
      1. Commenting Scripts
      2. Importing Scripts
      3. Communicating with Database Users
        1. Showing Custom Dialog Box
          1. Showing a Simple Message
          2. Asking a Simple Question
          3. Providing Input Fields
          4. Understanding the Commit Data Option
        2. Building a Custom Layout
        3. Showing Feedback with a Merge Variable
      4. Creating Modular Scripts
        1. The Perform Script Script Step
        2. Halt Script and Exit Script
          1. Exit Script (Result)
          2. Organizing Scripts that Use Halt Script or Exit Script
      5. Script Parameters
      6. Script Variables
      7. Handling Errors
        1. The Set Error Capture Script Step
        2. The Get(LastError) Function
        3. The Allow User Abort Script Step
      8. Advanced Script Triggers
        1. Install OnTimer Script
        2. Keystroke Triggers
          1. Detecting Which Keys were Pressed
          2. Creating a Simple Keystroke Trigger
          3. Creating a Keystroke Filter
      9. Putting a Complex Script Together
        1. Planning the Script
        2. Considering Exceptions
        3. Creating Subscripts
          1. Creating Subscript Placeholders
          2. Creating Skeleton Subscripts
        4. Finishing the Subscripts
          1. The Find Unbilled Activity Subscript
          2. Copying and Editing Existing Script Steps
          3. Adding a Script Parameter to a Perform Script Step
          4. Checking a Subscript’s Result
          5. Finishing the Create Invoice Record Subscript
          6. Finishing the Process Timeslips Subscript
          7. Creating a Looping Script
          8. The Process Expenses Subscript
        5. Testing Scripts
  9. 5. Security and Integration
    1. 18. Sharing Your Database
      1. FileMaker Network Sharing
        1. Setting Up a Host Computer
        2. Opening a Shared File
        3. Understanding the Open Remote File Dialog Box
          1. Choosing a Host Computer
          2. Choosing a File
      2. Sharing Over the Internet
        1. Turning on Web Sharing
          1. Advanced Web Publishing Options
          2. Configuring File Access
        2. Connecting from a Web Browser
        3. Custom Home Page
      3. FileMaker Server
        1. Installing FileMaker Server
          1. Installation Types
          2. Single Machine Installation
          3. Configuring Your Server
          4. Using the Technology Tests Page
        2. Administering FileMaker Server
          1. Installing a Database
          2. Understanding Backups
          3. Scheduling a Backup
          4. Enabling Progressive Backups
      4. Server Hardware
      5. FileMaker Go
        1. Opening a Database
          1. Logging in after Hibernation
        2. Compatibility
        3. Designing for Go
          1. Telling Filemaker Go Which Layout to Use
    2. 19. Adding Security
      1. How Security Works
        1. Who Gets Access
        2. What They Can Do
      2. Privilege Sets
        1. Understanding Privilege Sets
          1. The Built-In Privilege Sets
          2. Custom Privilege Sets
        2. Understanding Individual Privileges
          1. Other Privileges
          2. Creating a Privilege Set
          3. Data Access and Design Privileges
          4. Creating Record-Level Access
          5. Field-Level Access
          6. Editing a Privilege Set
      3. Managing Accounts
        1. Adding a New Account
          1. Testing Your New Account
        2. External Authentication
      4. Extended Privileges
        1. Creating an Extended Privilege
        2. Checking for an Extended Privilege
        3. Assigning Extended Privileges
      5. Managing External File Access
      6. Scripts and Security
        1. Detecting Privileges in a Script
        2. Handling Security Errors
        3. Running Scripts with Full Access Privileges
        4. Managing Security with Scripts
          1. Add Account
          2. Delete Account
          3. Reset Account Password
          4. Change Password
          5. Enable Account
          6. Re-Login
    3. 20. Sharing Data with Other Systems
      1. Sharing Your Data with Others
        1. Save/Send Records As
          1. Saving as Microsoft Excel
          2. Saving as Portable Document Format (PDF)
      2. Snapshot Link
      3. External SQL Sources
        1. Setting Up ODBC
          1. The SQL Database Server
          2. Installing the ODBC Driver
          3. Configuring the Data Source on Windows
          4. Configuring Data Sources on Mac OS X
          5. Finishing ODBC Data Source Configuration
        2. Connecting FileMaker to a SQL Data Source
        3. Adding SQL Tables to a FileMaker Database
          1. Creating Relationships
          2. Shadow Tables
        4. Using SQL Tables
      4. Exporting Data
        1. Grouped Exports
          1. Export Formats
      5. Importing Data
        1. Recurring Import
        2. Importing over Existing Data
          1. Update Existing Records in Found Set
          2. Update Matching Records in Found Set
        3. Creating Tables on Import
        4. Creating a New Database from an Import File
      6. Import Data Sources
        1. File
        2. Folder
          1. Importing a Folder of Pictures or Movies
          2. Importing a Folder of Text Files
        3. XML Data Source
          1. XML Export
        4. Bento Data Source
        5. ODBC Data Sources
      7. Importing and Exporting in a Script
        1. Save Records Script Steps
        2. The Import Records Script Step
        3. The Export Records Script Step
  10. 6. Appendixes
    1. A. Getting Help
      1. Getting Help from FileMaker Pro
      2. FileMaker’s Installed Extras
        1. Starter Solutions
        2. Hands-On Tutorial
        3. XML Examples
        4. The Quick Start Screen
        5. Getting Help from FileMaker, Inc.
        6. The Resource Center
        7. Updates and Downloads
        8. Web Seminars
        9. FileMaker Training
          1. FileMaker Training Videos
          2. FileMaker Training Series
        10. Technical Support
          1. Free Support
          2. Paid Support
        11. Developer Programs
          1. The FileMaker Technical Network
          2. FileMaker Business Alliance (FBA)
        12. DevCon
      3. Getting Help from the Community
        1. Local User Groups
        2. Mail Lists and Newsgroups
        3. Training/Consultants
    2. B. File Conversion
      1. Compatibility
      2. Understanding Conversion
      3. Start with a Test Run
      4. Converting a Single File
        1. Troubleshooting Conversion Problems
      5. Converting Multiple Files
    3. C. Using the Insert Commands with Container Fields
    4. D. FileMaker Error Codes
  11. Index
  12. About the Authors
  13. Copyright