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 9
1 Search for particular topics by entering keywords.
1 Get information about the currently displayed dialog box by pressing F1 (Windows) or
Command-? (OS
X). Some dialog boxes display a (Windows) or (OS X) button or a
Learn More link, which you can also use for getting information about the dialog box.
Getting Started tour
You can explore FileMaker Pro through the interactive Getting Started tour. Practice creating,
modifying, and deleting records; and learn about searching for data values and sorting records,
displaying data in charts and reports, and importing and exporting data between files. You'll also
get to know the rich features FileMaker
Pro provides for creating your own custom solutions.
To access the tour, choose Help menu > Product Documentation > Getting Started Tour. Or,
use FileMaker Quick Start (see
“Opening files” on page 16).
Starter Solutions
FileMaker Pro includes Starter Solutions (database template files) that you can use to quickly get
started designing your FileMaker
Pro database solutions. Starter Solutions take advantage of the
best new FileMaker
Pro features. Whenever you start creating databases, check the list of Starter
Solutions to see if one is available that suits your needs.
You can access Starter Solutions when you open files (see “Opening files” on page 16).
You can find more information, tips, and database ideas on the FileMaker website at
http://www.filemaker.com.
Suggested reading
Here are some suggestions for using the documentation to help you learn how to do specific tasks
in FileMaker
Pro.
Note If your database was developed using FileMaker Pro Advanced, you may see customized
menus or tooltips for layout objects. For an overview of these features, see Help.
Type of user Suggested reading
Data entry person Chapter 2, “Using databases,” in this guide
Small business owner or educator
who creates a basic database to
start, then improves it over time
Chapter 3, “Creating databases,” in this guide. As features are added to the
database, refer to Help
Database administrator 1 All chapters in this guide
1 Help, for information on advanced topics
1 FileMaker ODBC and JDBC Guide and FileMaker SQL Reference
New FileMaker Pro user 1 Installation and New Features Guide for FileMaker Pro and FileMaker Pro
Advanced
1 All chapters in this guide
User upgrading from a previous
version
1 Installation and New Features Guide for FileMaker Pro and FileMaker Pro
Advanced
1 Chapter 7, “Converting databases from FileMaker Pro 11 and earlier,” in this
guide