User manual
Table Of Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using databases
- About database fields and records
- Opening files
- Opening multiple windows per file
- Closing windows and files
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Working with data in Table View
- Finding records
- Performing quick finds in Browse mode
- Making find requests in Find mode
- Finding text and characters
- Finding numbers, dates, times, and timestamps
- Finding ranges of information
- Finding data in related fields
- Finding empty or non-empty fields
- Finding duplicate values
- Finding records that match multiple criteria
- Finding records except those matching criteria
- Viewing, repeating, or changing the last find
- Saving find requests
- Deleting and reverting requests
- Hiding records from a found set and viewing hidden records
- Finding and replacing data
- Sorting records
- Previewing and printing databases
- Automating tasks with scripts
- Backing up database files
- Setting preferences
- Chapter 3 Creating databases
- Planning a database
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Working with layout themes
- Setting up a layout to print records in columns
- Working with objects on a layout
- Working with fields on a layout
- Working with layout parts
- Working with layout object, part, and background styles
- Creating and editing charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing and exchanging data
- Sharing databases on a network
- Importing and exporting data
- Saving and sending data in other formats
- Sending email messages based on record data
- Supported import/export file formats
- Setting up recurring imports
- ODBC and JDBC
- Methods of importing data into an existing file
- About adding records
- About updating existing records
- About updating matching records
- About the importing process
- Converting a data file to a new FileMaker Pro file
- About the exporting process
- Working with external data sources
- Publishing databases on the web
- Chapter 6 Protecting databases
- Protecting databases with accounts and privilege sets
- Creating accounts and privilege sets
- Viewing extended privileges
- Authorizing access to files
- Security measures
- Enhancing physical security
- Enhancing operating system security
- Establishing network security
- Backing up databases and other important files
- Installing, running, and upgrading antivirus software
- Chapter 7 Converting databases from FileMaker Pro 11 and earlier
- Index
Chapter 1
Introducing FileMaker Pro
FileMaker
®
Pro
is the leading workgroup database software for quickly creating and sharing
solutions adapted to your business needs. Powerful features, broad platform support, and an
easy-to-use interface make FileMaker
Pro indispensable for anyone in business, government,
and education who needs to effortlessly manage all their information on iPad, iPhone, Windows,
OS
X, and the web.
About this guide
This User’s Guide contains an introduction to FileMaker Pro features and provides step-by-step
instructions on the most common FileMaker
Pro tasks. You may need to refer to FileMaker Pro
Help for detailed information on more advanced product features.
To send your feedback on this guide, see
http://www.filemaker.com/company/documentation_feedback.html.
Using FileMaker Pro documentation
The FileMaker Pro documentation provides a learning path to productivity, installation instructions,
online Help, and more.
The following manuals are included:
1 FileMaker Pro User’s Guide (this manual): contains key concepts and basic procedures
1 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced: contains
installation instructions and a list of the new features in the current version
1 FileMaker ODBC and JDBC Guide: describes how you can use FileMaker software as an
ODBC client application and as a data source for ODBC and JDBC applications
1 FileMaker SQL Reference: describes the SQL statements, expressions, and functions
supported by FileMaker
1 FileMaker WebDirect™ Guide: describes how to make FileMaker Pro layouts hosted by
FileMaker
Server accessible to web browser users over an intranet or the Internet
Where to find PDF documentation
To access PDFs of FileMaker documentation:
1 In FileMaker Pro, choose Help menu > Product Documentation.
1 Visit http://www.filemaker.com/documentation for additional documentation.
FileMaker Pro Help
FileMaker Pro Help provides comprehensive step-by-step instructions on FileMaker Pro features.
You can open Help from the Help menu in FileMaker
Pro.
There are three ways to access Help:
1 Browse the Help table of contents to locate topics by subject.