User manual
Table Of Contents
- Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using FileMaker Pro
- About fields and records
- Opening and closing files
- Opening multiple windows per file
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Working with data in Table View
- Finding records
- Sorting records
- Previewing and printing files
- Backing up files
- Setting preferences
- Chapter 3 Designing and creating solutions
- Planning a solution
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Working with layout themes
- Working with layout object, part, and background styles
- 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
- Creating and editing charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing data
- Sharing databases on a network
- Importing and exporting 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 solutions on the web
- Chapter 6 Protecting files
- 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 Using FileMaker Pro Advanced
- Index
Chapter 1 | Introducing FileMaker Pro 9
You can organize your solutions as a single table in a single file, as multiple tables in a single file,
or as multiple tables in multiple files.
You create solutions using FileMaker Pro on a Windows or Mac computer. Or use FileMaker Pro
Advanced for additional development and customization tools. You can then work with your
solution on a computer using FileMaker
Pro, or run the solution on iPad or iPhone using the
FileMaker
Go app. To access your solution from a web browser, use FileMaker Server with
FileMaker
WebDirect™.
For more information, see chapter 3, “Designing and creating solutions.”
Note If your solution was developed using FileMaker Pro Advanced, you may see customized
menus or tooltips for layout objects. For an overview of these features, see
chapter 7, “Using
FileMaker Pro Advanced.”
Using layouts to display, enter, and print data
FileMaker Pro layouts determine how information is organized for viewing, printing, reporting,
finding, and entering data. Layouts do not store your data—they just display it.
FileMaker Pro files can have many different layouts, which display data in a variety of ways. Within
one file you can design separate layouts for entering data, reporting summaries, printing mailing
labels, displaying data graphically in charts, working with a file in a web browser or on a touch
device, and so on. You can change a layout’s design without affecting the data or other layouts in
the file. When you change the data in a field, the changes are reflected in the same field on all the
layouts in the file.
In a layout, you choose, arrange, and modify fields and field labels; create reports; add buttons to
initiate scripts; add graphics and text; and specify printing options.
A solution consisting of one table
A solution consisting of multiple tables, with a
portal to display records from a related table
Portal