FileMaker Server 11 ® Getting Started Guide
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Contents Preface System requirements for FileMaker Server Mac OS X and Mac OS X Server version 10.5.8 Mac OS X and Mac OS X Server version 10.6.
FileMaker Server Getting Started Guide Chapter 3 Testing your deployment Using the FileMaker Server Technology Tests page Troubleshooting Deployment assistant reports that the web server test failed Deployment assistant does not start after installation Admin Console doesn’t start after deployment on master machine Admin Console Start Page says to install Java when it’s already installed Cannot start Admin Console from a remote machine Clients cannot see databases hosted by FileMaker Server The Mac OS w
| 5 Chapter 5 Upgrading or moving an existing installation Step 1. Save your schedules and administrator groups Step 2. Note your FileMaker Server settings Where to note settings for FileMaker Server 9, 10, or 11 Step 3. Stop FileMaker Server Step 4.
FileMaker Server Getting Started Guide
Preface Welcome to FileMaker® Server 11. FileMaker Server is a dedicated database server that opens FileMaker Pro files, makes them available to other machines on a network, and publishes FileMaker data in web pages on the Internet or a company’s intranet. FileMaker Pro is an application for creating and modifying database files. Clients use FileMaker Pro to access database files hosted by FileMaker Server. Before you install, confirm that your machines meet the minimum requirements listed below.
FileMaker Server Getting Started Guide Mac OS X and Mac OS X Server version 10.6.1 Requirement Hardware Software Recommended Minimum CPU Dual Core Intel Dual Core Intel RAM 8 GB 4 GB Hard drive 80+ GB 80+ GB OS 10.6.1 10.6.1 Web server Apache 2.x Apache 2.x PHP PHP 5.3 PHP 5.3 Java 6.0 (32 bit, 1.6.0) 6.0 (32 bit, 1.6.0) Recommended Minimum CPU Dual CPU/Core Duo Pentium 3.
| Preface 9 System requirements for Admin Console and site assistants You can use the applications that come with FileMaker Server — FileMaker Server Admin Console, PHP Site Assistant, and XSLT Site Assistant — on machines that have network access to FileMaker Server. On Mac OS, these applications require Java Runtime Environment version 5 at a minimum. On Windows, the 32-bit version of Java 6 Update 16 is required.
FileMaker Server Getting Started Guide About the license key FileMaker software comes with a unique, 35-character license key. Do not lose this license key. We recommend that you keep the license key in a safe place in case the software ever needs to be reinstalled. You can find your license key(s) on the back of the CD sleeve. If you paid for your software electronically, you received an email with a link to a PDF file with your license key.
Chapter 1 Installation quick start This chapter explains how to install FileMaker Server on a single machine. Before you begin Here is a list of things you must do before installing FileMaker Server: 1 To install on more than one machine, see chapter 2, “Deploying FileMaker Server across multiple machines.” 1 To enable web publishing, make sure the web server is enabled. See chapter 6, “Setting up the web server.
FileMaker Server Getting Started Guide To improve performance: 1 Avoid installing FileMaker Server on a machine that is a user’s primary workstation. 1 Avoid using the machine running FileMaker Server as an email, print, or network file server. 1 Do not use system backup software to back up databases hosted by FileMaker Server. Instead use FileMaker Server Admin Console to schedule backups of databases. 1 Do not use anti-virus software to scan the folders that contain hosted database files.
Chapter 1 | Installation quick start 13 7. Windows: To begin installation, click Next. 8. Read the Before You Begin information. If there is a task you did not do, quit the installer and do the task. If you are ready to install FileMaker Server, click Continue (Mac OS) or Next (Windows). 9. Review and accept the end user license agreement. 10. Windows: Select a destination folder, then click Next. Note On Windows, you can select a non-default location. See “Installation notes” on page 39. 11.
FileMaker Server Getting Started Guide 15. After the software has been successfully installed, start the Deployment assistant. 1 Windows: In the last step of the installer, select Start the Deployment assistant, then click Finish. 1 Mac OS: Click Continue. (If necessary, see “Deployment assistant does not start after installation” on page 44.) Windows Mac OS If you want, you can stop now and start the Deployment assistant later.
Chapter 1 | Installation quick start 15 18. In the first step of the Deployment assistant, assign the user name and password you want to use whenever you log into Admin Console as the server administrator. The server administrator is responsible for installing and configuring FileMaker Server as well as managing the FileMaker Pro databases hosted on FileMaker Server. Click Next. Note User Name is not case-sensitive. Password is case-sensitive. 19.
FileMaker Server Getting Started Guide 20. If you purchased a FileMaker Server Advanced license, you can enable a hosted FileMaker Pro file to be a data source via ODBC and JDBC. Click Yes, enable ODBC/JDBC or No, do not enable ODBC/JDBC. Click Next. Important This feature allows clients to use FileMaker files as data sources using ODBC and JDBC. This feature is not needed to host FileMaker Pro databases that access ODBC data sources. For more information, see FileMaker Pro Help. 21.
Chapter 1 | Installation quick start 17 22. Select the web publishing technologies you want to use and click Next. 1 You can install the FileMaker Server supported version of the PHP engine (see “System requirements for FileMaker Server” on page 7), or you can use your own PHP engine. If you already have a PHP engine installed and choose to use the FileMaker Server supported PHP engine, your currently installed PHP engine will be disabled.
FileMaker Server Getting Started Guide 23. Select a web server and click Next. Note If the Deployment assistant fails to detect the web server, see chapter 6, “Setting up the web server.” Also be sure that the necessary firewall ports are open. See “Before you begin” on page 11. Note To specify a web server later, select Skip this step and select a web server later and click Next. 24.
Chapter 1 | Installation quick start 19 25. A deployment summary appears. Click Finish or click Back to change any of your choices. 26. FileMaker Server is being deployed. This may take a few minutes. 27. FileMaker Server Admin Console starts. Click OK in the Welcome dialog box. If you don’t see the Welcome dialog box, open a web browser and enter: http://localhost:16000 Note You can register FileMaker Server and verify the FileMaker Server deployment now or later. See “Next steps” on page 20.
FileMaker Server Getting Started Guide 28. In the FileMaker Server Overview pane, note the IP address of the server. Tip Write down the IP address so that you can start the Admin Console from another computer. Windows: When Admin Console starts and the firewall is on, an alert displays. Click Unblock to start Admin Console. Write down the IP address Next steps Now that you have deployed FileMaker Server, get started using your new software. 1.
Chapter 2 Deploying FileMaker Server across multiple machines FileMaker Server allows you to deploy its components on multiple machines to improve overall performance. In many environments, a single-machine deployment provides sufficient performance for web publishing. However, if FileMaker Server will be used frequently by internet clients accessing data with Instant Web Publishing, XSLT, or PHP, then you can deploy the components of FileMaker Server across two or three machines.
FileMaker Server Getting Started Guide 1 Database Server: hosts the databases that you share with FileMaker Pro users and publish on the web. In a multiple-machine deployment, the machine running the Database Server is called the master machine. See the description below. 1 Admin Console: runs on any client computer from which you want to configure and administer FileMaker Server.
Chapter 2 | Deploying FileMaker Server across multiple machines 23 Database Server and Web Publishing Engine You can install Database Server, the Web Publishing Engine, and all of the associated software components on the same machine as your web server. Benefits: This is the simplest deployment and the one that most FileMaker Server users will use. This configuration is suitable for small deployments (up to 50 FileMaker Pro clients) and limited web publishing.
FileMaker Server Getting Started Guide Two-machine alternative You deploy the web server and Web Server Module on one worker machine, and you deploy the Web Publishing Engine and the Database Server on a second (master) machine. In this deployment, you can optionally locate the web server (worker) machine outside of a firewall, and the Web Publishing Engine and the Database Server (master) machine can be located inside the firewall.
Chapter 2 | Deploying FileMaker Server across multiple machines 25 Installing on multiple machines For a multiple-machine deployment, you install FileMaker Server software on each machine. After the software is installed on all of the machines, you use the Deployment assistant on the master machine to configure your settings and specify which machines run which components. You do not use the Deployment assistant on worker machines.
FileMaker Server Getting Started Guide Installing on the worker machines Install FileMaker Server on the worker machines first, then on the master machine. Worker machines run the web server, the Web Publishing Engine, or both. You can change the machine role of each worker later. Note If you set up a machine as a worker and want to change it to a master, uninstall and then reinstall FileMaker Server. Choose Master in the installer’s Master/Worker Designation dialog box.
Chapter 2 | Deploying FileMaker Server across multiple machines 27 11. Select Multiple Machines and click Next. 12. Select Worker and click Next. Note On Mac OS, if you do not have Java Runtime Environment version 5 at a minimum installed, you are prompted to use Software Update to install it and then re-run the installer. If Bonjour is not running, you are prompted to run it. For more information about Java and Bonjour installation, see “Installation notes” on page 39.
FileMaker Server Getting Started Guide 14. After the software has been successfully installed, click Finish (Windows) or OK (Mac OS) to complete the installation of a worker machine. Next, install FileMaker Server 11 on another worker machine or on the master machine. Windows Mac OS Installing on the master machine Install FileMaker Server on the worker machines first, then on the master machine.
Chapter 2 | Deploying FileMaker Server across multiple machines 29 6. Windows: If you do not have the Microsoft Visual C++ 2008 Redistributable Package (x86), Java Runtime Environment version 6 update 16, or Bonjour for Windows installed, you are prompted to allow the FileMaker Server installer to install the missing software components. Click Install and follow the onscreen instructions. For more information about Java and Bonjour installation, see “Installation notes” on page 39. 7.
FileMaker Server Getting Started Guide 12. Select Master and click Next. 13. Enter your license key information. 14. Windows: Click Next. 15. Click Install. Note On Mac OS, if you do not have Java Runtime Environment version 5 at a minimum installed, you are prompted to use Software Update to install it and then re-run the installer. If Bonjour is not running, you are prompted to run it. For more information about Java and Bonjour installation, see “Installation notes” on page 39.
Chapter 2 | Deploying FileMaker Server across multiple machines 31 If you want, you can stop now and start the Deployment assistant later. To deploy FileMaker Server at a later time: 1 Windows: Click Start menu > Programs > FileMaker Server > FMS 11 Start Page. 1 Mac OS: Double-click the FMS 11 Start Page shortcut on the desktop. 17. A FileMaker Server Start Page opens in the web browser. It may take a few minutes for the Admin Console to start and the Deployment assistant to appear.
FileMaker Server Getting Started Guide 20. Specify a name, description, and contact information for this deployment of FileMaker Server, then click Next. This information will appear on the FileMaker Server Admin Console Start Page. The Server Name is displayed to FileMaker Pro users in the Open Remote dialog box. 21. If you purchased a FileMaker Server Advanced license, you can enable a hosted FileMaker Pro file to be a data source via ODBC and JDBC.
Chapter 2 | Deploying FileMaker Server across multiple machines 33 22. If you want to publish FileMaker data on the internet or intranet, click Yes, enable Web Publishing. Otherwise, click No, do not enable Web Publishing. Then click Next. Continue with step 28 if you are not enabling web publishing. Note To use web publishing, the web server must be installed and running. See chapter 6, “Setting up the web server.
FileMaker Server Getting Started Guide 23. Select the web publishing technologies you want to use and click Next. 1 You can install the FileMaker Server supported version of the PHP engine (see “System requirements for FileMaker Server” on page 7), or you can use your own PHP engine. If you already have a PHP engine installed and choose to use the FileMaker Server supported PHP engine, your currently installed PHP engine will be disabled.
Chapter 2 | Deploying FileMaker Server across multiple machines 35 25. Assign a worker machine to each role (Web Publishing Engine or web server). Click Next. 1 The Deployment assistant detects all unassigned worker machines on the local network and shows their IP addresses in the Machines list beside each role. If a worker is not listed, click Rescan. Then check to see whether the worker is listed. 1 If a worker's IP address is still not listed, enter the address in IP Address and click Lookup.
FileMaker Server Getting Started Guide 26. Select a web server and click Next. The available choices of web servers are those supported by the worker machines. Note If the Deployment assistant fails to detect the web server, see chapter 6, “Setting up the web server.” Also be sure that the necessary firewall ports are open. See “Before you begin” on page 25. Note To specify a web server later, select Skip this step and select a web server later and click Next.
Chapter 2 | Deploying FileMaker Server across multiple machines 37 27. If you see the following Web Server Test Failed step, the Deployment assistant detected but could not communicate with the web server. Specify the Protocol, Host address, and Port for the web server and click Retry. For more information, see “Troubleshooting” on page 43. 28. A deployment summary appears. Click Finish or click Back to change any of your choices.
FileMaker Server Getting Started Guide 29. FileMaker Server is being deployed. This may take a few minutes. 30. FileMaker Server Admin Console starts. Click OK in the Welcome dialog box. If you don’t see the Welcome dialog box, open a web browser and enter: http://localhost:16000 Note You can register FileMaker Server and verify the FileMaker Server deployment now or later. See “Next steps” on page 39. 31. In the FileMaker Server Overview pane, note the IP address of the master machine.
Chapter 2 | Deploying FileMaker Server across multiple machines 39 Installation notes 1 On Windows, you can install FileMaker Server in a non-default location including a non-boot volume, but not on remote network drives or external removable drives. The path you specify replaces the beginning of the default installation path, \Program Files\FileMaker\FileMaker Server (Windows 32-bit) or \Program Files (x86)\FileMaker\FileMaker Server (Windows 64-bit).
FileMaker Server Getting Started Guide
Chapter 3 Testing your deployment This chapter describes how to test that FileMaker Server and web publishing technologies are working. Using the FileMaker Server Technology Tests page The easiest way to test your FileMaker Server deployment is to use the FileMaker Server Technology Tests page. There are three ways to view the Test page: 1 Start Admin Console. Choose Server menu > Open Test Page or click the Open Test Page icon in the toolbar.
FileMaker Server Getting Started Guide The tests on the FileMaker Server Technology Tests page access the sample database (FMServer_Sample.fp7) using FileMaker Pro or one of the web publishing technologies. The following table describes the tests available on this page. To test Do this FileMaker Pro Click Test FileMaker Pro. If FileMaker Pro starts and opens the sample database hosted on FileMaker Server, then the Database Server is working and responding to requests from FileMaker Pro clients.
Chapter 3 | Testing your deployment 43 Troubleshooting Deployment assistant reports that the web server test failed If the Deployment assistant cannot communicate with the web server that you specified, you can provide more information and try again. To change web server settings: 1. In the Web Server Test Failed step in the Deployment assistant, specify the Protocol, Host address, and Port for the web server and click Retry.
FileMaker Server Getting Started Guide Deployment assistant does not start after installation If the Deployment assistant does not start immediately after you run the FileMaker Server installation program, the most common solutions are: 1 On Mac OS, check whether your browser is configured to prevent files from opening after downloading. If so, you can start the Deployment assistant by double-clicking admin_console_webstart.
Chapter 3 | Testing your deployment 45 Clients cannot see databases hosted by FileMaker Server The firewall settings on the master machine may be blocking the display of databases to clients. See “Before you begin” on page 11 and “Before you begin” on page 25 for more information on which ports need to be unblocked in firewalls.
FileMaker Server Getting Started Guide
Chapter 4 Administration overview This chapter explains the basics of how to: 1 1 1 1 1 1 1 start FileMaker Server Admin Console upload a FileMaker Pro database back up databases hosted by FileMaker Server host databases connected to ODBC data sources enable ODBC data source single sign-on run a server-side FileMaker script send messages to FileMaker Pro clients 1 view log file entries in Admin Console 1 send email notifications to clients For detailed information about using Admin Console to administer
FileMaker Server Getting Started Guide You administer FileMaker Server by choosing options on the menus, toolbar, or Navigation pane. The results are shown in the Details pane, where you can select tasks, specify configuration options, or monitor activity. Tasks that can be performed from the toolbar include: 1 2 3 4 5 6 7 8 1. Start Database Server 2. Stop Database Server 3. Start Web Publishing Engine 4. Stop Web Publishing Engine 5. Start Upload Database assistant 6.
Chapter 4 | Administration overview 49 Starting Admin Console You can start Admin Console on a Windows or Mac OS computer that has network access to the master machine running FileMaker Server. FileMaker Server delivers Admin Console as a lightweight Java client to your remote computer via Java Web Start technology. Note On Mac OS, your remote computer must have at least version 5 of the Java Runtime Environment installed before you can start Admin Console.
FileMaker Server Getting Started Guide 3. Before Admin Console starts, you must respond to a security message. The security message is a signed certificate that ensures the authenticity of the product and it must be accepted to start Admin Console. To suppress this message in the future and continue: 1 Windows: Select Always trust content from this publisher, then click Run. 1 Mac OS: Click Show Certificate and open Trust Settings.
Chapter 4 | Administration overview 51 To create a scheduled task for backing up databases, choose the Admin Console Schedules pane, select Create a Schedule from the Actions menu, and click Perform Action. Then, choose Back Up Databases, and specify whether you want to back up hourly, daily, weekly, or on a custom schedule. Database backups are saved in the default backup folder or in a folder that you specify.
FileMaker Server Getting Started Guide To enable ODBC data source single sign-on with FileMaker Server, you must configure the FileMaker Server service on the master machine to log in using the privileged user account. That is, this user account must have the Impersonate a client after authentication privilege enabled, and the account must be an Administrator account and configured in Windows Active Directory on the network.
Chapter 4 | Administration overview 53 FileMaker scripts To schedule a FileMaker script to run, start the Schedule assistant as described above, then choose Run Script. Next, select the FileMaker Script type, then select the database that contains the script you want to run. FileMaker scripts can do simple tasks or complex tasks. For example, you can write a FileMaker script to remove duplicate records or to validate the format of phone numbers.
FileMaker Server Getting Started Guide Viewing log file entries in Admin Console FileMaker Server tracks activity, client access, and other information as it operates and stores this information in log files. 1 To view, sort, filter, and export a snapshot of the log file entries, choose the Admin Console Log Viewer pane and select one or more log file modules for Modules, and select a date range on the calendars next to Start and End.
Chapter 5 Upgrading or moving an existing installation You can upgrade an existing installation of FileMaker Server 9 or 10 to FileMaker Server 11. You can also move an existing installation of FileMaker Server 11 to other machines. If you are upgrading from a previous version of FileMaker Server 11, you must have the license key of the previous version. The installer prompts you to enter the new upgrade license key and the previous license key.
FileMaker Server Getting Started Guide 4. Click Save to save the Schedules and Groups settings file, then click OK. Note The default name of the Schedules and Groups settings file is fms11_settings.xml. You cannot specify a different name when you save the file in Admin Console. If you prefer, you can change the filename using your operating system tools after you save the file. Step 2.
Chapter 5 | Upgrading or moving an existing installation 57 Step 4. Make a copy of databases, scripts, and plug-ins Make a copy of any database files, shell script files, and plug-ins you used with FileMaker Server. In a default FileMaker Server installation, they are stored on the master machine in the following folders.
FileMaker Server Getting Started Guide FileMaker Server 11 files (non-default installation) When you install FileMaker Server in a non-default location on Windows, the beginning portion of the default path, \Program Files\FileMaker\FileMaker Server (Windows 32-bit) or \Program Files (x86)\FileMaker\FileMaker Server (Windows 64-bit), is replaced with the path you specified during installation.
Chapter 5 | Upgrading or moving an existing installation 59 Mac OS To uninstall FileMaker Server: 1. Insert the CD into the drive or follow your electronic download instructions. 2. Double-click the FileMaker Server 11 installation icon. 3. Enter your Mac OS user name and password. 4. Read the Before You Begin information and click Continue (Mac OS). 5. Review and accept the end user license agreement. 6. For Installation Type, choose Uninstall and click Next. 7.
FileMaker Server Getting Started Guide Step 7. Move files to the proper location Move the script files and plug-ins you used with the previous version of FileMaker Server to the proper folders within the FileMaker Server 11 folder structure. See “Step 4. Make a copy of databases, scripts, and plug-ins” on page 57. Note You can use the Upload Database assistant to transfer your existing databases to your new FileMaker Server deployment. See “Uploading a database” on page 50.
Chapter 5 | Upgrading or moving an existing installation 61 Step 9. Recreate schedules and configure You can now start the Admin Console and configure your FileMaker Server deployment using the settings you noted in “Step 2. Note your FileMaker Server settings” on page 56. For more information on configuring your deployment, see FileMaker Server Help. For information on how to upload databases, schedule backups, and perform other regular tasks, see chapter 4, “Administration overview.
FileMaker Server Getting Started Guide
Chapter 6 Setting up the web server To use web publishing, you must enable Apache in Mac OS or Internet Information Services (IIS) in Windows. Before installing FileMaker Server, make sure that the web server is running and properly configured. This chapter describes the basics of enabling Apache or IIS and configuring additional IIS authentication settings. For more information on how to configure your web server, see the documentation that is included with your operating system.
FileMaker Server Getting Started Guide Setting up authentication for a Windows IIS website FileMaker Server handles the authentication for password-protected databases that are published via Custom Web Publishing with XML or XSLT. You can choose whether you want to use IIS website authentication in addition to FileMaker Server authentication. You can choose from the following configurations: 1 Disable IIS authentication.
Chapter 6 | Setting up the web server 65 Enabling IIS authentication If you enable any of the IIS authentication methods for the IIS web server, you must enable Basic Authentication for websites that connect to the Web Publishing Engine. The Web Publishing Engine uses only Basic Authentication. Other websites on the web server can use the other IIS authentication methods.
FileMaker Server Getting Started Guide
Chapter 7 Additional resources Product documentation Using FileMaker Server documentation The following manuals are included: 1 FileMaker Server Getting Started Guide (this manual): describes how to deploy FileMaker Server 11 and how to move from FileMaker Server 9 or 10 1 FileMaker Server Custom Web Publishing with PHP: describes how to develop Custom Web Publishing solutions using PHP on FileMaker Server 1 FileMaker Server Custom Web Publishing with XML and XSLT: describes how to develop Custom Web Pub
FileMaker Server Getting Started Guide Registration and customer support Please take the time to register your product during installation. By registering your software, you may be eligible for upgrade offers and other customer services. Follow the prompts to provide your registration, product, and additional information. You can register by choosing Help menu > Register Now in FileMaker Server Admin Console. You must register with a valid license key.
Index A accounts Admin Console login 15, 31 IIS and Basic Authentication 64 web server 65 Windows user accounts 65 Admin Console described 22, 47 Overview pane 20, 38 passwords 15, 31 requirements 9 shortcuts, creating 50 starting 49 troubleshooting deployment 44 user names 15, 31 admin_console_webstart.
FileMaker Server Getting Started Guide F H FileMaker API for PHP 17, 34 FileMaker Pro, testing connection to files 41 FileMaker scripts 53 FileMaker Server administering 47 client applications supported 9 components, described 21 deploying on multiple machines 21 Deployment assistant 15, 31 described 7 documentation 67 installing on multiple machines 25–38 installing on one machine 11–20 requirements 7 setting up email notifications 54 Start Page 31 testing deployment 41 toolbar 48 uninstalling, in M
| M Mac OS X PHP troubleshooting 45 system requirements 7 web browser requirements 9 machines master and workers 22 remote 44 master machine 22 installing on 28 IP address 20, 38, 49 maximum number of clients 9 maximum number of files 9 messages, sending 53 Microsoft Visual C++ 2008 requirement 12, 26, 29 migrating FileMaker Server from previous versions.
FileMaker Server Getting Started Guide T Technology Tests page 41 Test page 41 toolbar, described 48 trial versions, updating 10 troubleshooting deployment 43 U uninstalling FileMaker Server in Mac OS 59 in Windows 58 updating FileMaker Server software 68 updating FileMaker Server to FileMaker Server Advanced 10 upgrading FileMaker Server 55 noting settings 56 Upload Database assistant 50 user accounts.
