User manual

ManualsBrandsClaris FileMaker ManualsApplicationsFileMaker Pro 5

Table Of Contents

Preface Learning how to use FileMakerPro
- Registration and customer support
- Using the FileMakerPro documentation
  - How this guide is organized
  - A note about the illustrations
- Using FileMakerPro Help
Chapter 1 FileMaker Pro basics
- About databases
- About FileMaker Pro files
- Performing menu commands
  - Using toolbars
  - Using context menus
- Managing files
Chapter 2 Adding and viewing data
- About working with records in Browse mode
- Viewing records
- Adding and duplicating records
  - Adding and duplicating related records
- Deleting records
- About entering data in records
- About working with graphics, sounds,andmovies
- About working with text
- Working with OLE objects
Chapter 3 Finding and sorting information
- Finding records
- Sorting records
Chapter 4 Previewing and printing information
- About printing information in a database
- Preparing to print
- Previewing data on a layout
- Printing
Chapter 5 Creating a database
- Planning a database file
- Creating a FileMaker Pro file
- About defining database fields
- Setting options for fields
- Changing field definitions
- Deleting field definitions and data
Chapter 6 Creating and managing layouts and reports
- About layouts and reports
- Creating layouts and reports
- Working with, duplicating, deleting, orrenaming layouts
  - Setting up to print records in columns
  - Setting up View as Form, View as List, and View as Table
- About working with objects on a layout
- About working with fields on a layout
- About layout parts
Chapter 7 Customizing layouts
- Customizing fields on a layout
- Customizing the appearance of a layout
- Arranging objects
- Using tools to precisely position objects
- Controlling how things print
Chapter 8 Working with related files
- Displaying data from related files
- Working with relational databases
- Changing relationships
  - Choosing a different relationship for a portal
  - Summarizing data in portals
- Defining lookups between files
Chapter 9 Protecting databases with passwords and groups
- Defining passwords
- Deleting or changing passwords
- Defining groups
- Deleting or changing groups
- Passwords and groups: a comparison
Chapter 10 Creating scripts to automate tasks
- About scripts
- Creating scripts: an overview
  - Planning scripts
  - Storing settings before creating a script
  - Defining scripts
- About ScriptMaker steps
- Control script steps
- Navigation script steps
- Sort, find, and print script steps
- Editing script steps
- Fields script steps
- Records script steps
- Windows script steps
- Files script steps
- Spelling script steps
- Open Menu Item script steps
- Miscellaneous script steps
- Changing scripts
- Duplicating, renaming, or deleting scripts
  - Deleting scripts
- Importing scripts
  - To import a script
- Listing scripts in the Scripts menu
- Using buttons with scripts
  - Defining buttons
  - Copying, changing, or deleting buttons
- Example of a ScriptMaker script
  - Finding duplicate records
Chapter 11 Using formulas and functions
- About formulas
- About functions
Chapter 12 Importing and exporting data
- About import and export
  - About file formats
- Importing data into FileMaker Pro
  - Importing data into an existing file
  - Converting a data file into a new FileMakerPro file
- Exporting data from FileMaker Pro
  - Exporting subsummary data
Chapter 13 Sharing databases on a network
- About sharing files on a network
  - Working with shared files
- About hosting files
- Opening files as the host
- Closing shared files
- Opening files as a guest
Chapter 14 Publishing databases on the Web
- About publishing databases on the Web
- How users work with databases on the Web
- What you need to publish databasesontheWeb
- Publishing databases on the Web: an overview
- Enabling FileMaker Pro Web Companion
- Configuring FileMaker Pro WebCompanion
- Enabling Web Companion sharing
- Setting up browser views
- Testing your published database
- About browser views for web publishing
Chapter 15 Using ODBC with FileMakerPro
- About ODBC
  - ODBC terminology
  - ODBC support in FileMakerPro
- Sharing FileMakerPro data via ODBC
- Accessing FileMakerPro data from an ODBC client application
  - Configuring the ODBC control panel
- Importing data from other data sources
- An ODBC import example
- Importing ODBC data with a join
  - Specifying a SQL join
- Automating ODBC connections
Appendix A Customizing FileMaker Pro
- Setting application preferences
- Setting document preferences
  - Setting general document preferences
  - Setting document spelling preferences
Appendix B Backing up and recovering files
- Backing up files
  - Using a backup script
- Maintaining files
  - Saving a compressed copy
  - Understanding file damage
- Recovering damaged files
  - When to recover
Appendix C FileMaker Pro Quick Reference (Windows)
- Keyboard and mouse shortcuts
Appendix D FileMaker Pro Quick Reference (Mac OS)
- Keyboard and mouse shortcuts
Index

Contents

vii

Chapter 12

Importing and exporting data

About import and export 12-1

About file formats 12-1

Importing data into FileMaker Pro 12-2

Importing data into an existing file 12-2

Converting a data file into a new FileMaker Pro file 12-6

Exporting data from FileMaker Pro 12-6

Exporting subsummary data 12-8

Chapter 13

Sharing databases on a network

About sharing files on a network 13-1

Working with shared files 13-2

About hosting files 13-3

Opening files as the host 13-3

Closing shared files 13-4

Opening files as a guest 13-5

Chapter 14

Publishing databases on the Web

About publishing databases on the Web 14-1

Web terminology 14-1

About FileMaker Pro Web Companion 14-2

About Instant Web Publishing 14-2

How users work with databases on the Web 14-3

What you need to publish databases on the Web 14-4

Connecting to the Internet or an intranet 14-4

Protecting published databases 14-5

Security considerations for published databases 14-5

Creating a custom home page 14-6

Publishing databases on the Web: an overview 14-6

Enabling FileMaker Pro Web Companion 14-7

Configuring FileMaker Pro Web Companion 14-7

Enabling Instant Web Publishing 14-8

Choosing a home page for web publishing 14-8

Choosing a language for Instant Web Publishing 14-8

Tracking web activity in log files 14-8

Enabling remote administration for web publishing 14-8

Selecting a security method for web publishing 14-9

Specifying a port number for web publishing 14-9

Enabling Web Companion sharing 14-10

Setting up browser views 14-10

Choosing a web style 14-11

Choosing layouts for web publishing 14-12

Setting sort options for web publishing 14-13

Testing your published database 14-13

About browser views for web publishing 14-14

Browsing records in Form View 14-14

Browsing records in Table View 14-15

Searching for records 14-15

Sorting records 14-16

Creating records 14-16

Editing records 14-17

Chapter 15

Using ODBC with FileMaker Pro

About ODBC 15-1

ODBC terminology 15-1

ODBC support in FileMaker Pro 15-2

Sharing FileMaker Pro data via ODBC 15-2

Sharing data via ODBC: an overview 15-2

Enabling the Data Access Companions 15-2

Security issues 15-3

Accessing FileMaker Pro data from an ODBC

client application

15-3

Configuring the ODBC control panel 15-3

Importing data from other data sources 15-5