FileMaker Server 10 ® Getting Started Guide
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Contents Preface System requirements for FileMaker Server Mac OS X and Mac OS X Server version 10.4 (Intel-based Macintosh computers) Mac OS X and Mac OS X Server version 10.4 (PowerPC-based Macintosh computers) Mac OS X and Mac OS X Server version 10.5 (Intel-based Macintosh computers) Mac OS X and Mac OS X Server version 10.
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
| Step 3. Note your FileMaker Server settings Where to note settings for FileMaker Server 8 Where to note settings for FileMaker Server 9 or 10 Step 4. Uninstall FileMaker Server Uninstalling FileMaker Server 8 or 9 Uninstalling FileMaker Server 10 Step 5. Install FileMaker Server 10 Step 6. Move files to the proper location Step 7.
FileMaker Server Getting Started Guide
Preface Welcome to FileMaker® Server 10. 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 10.4 (PowerPC-based Macintosh computers) Requirement Hardware Software Recommended Minimum CPU Dual G5 G5 RAM 2 GB 1 GB Hard drive 80+ GB 80+ GB OS 10.4.11 10.4.11 Web server Apache 1.3 Apache 1.3 PHP PHP 5.2.6 PHP 5.2.6 Java 5.0 (32 bit, 1.5.0_13) 5.0 (32 bit, 1.5.0_13) Mac OS X and Mac OS X Server version 10.
| Preface Windows Server 2003 Standard Edition Requirement Hardware Software Recommended Minimum CPU Dual CPU/Core Duo Pentium 3.4 GHz RAM 2 GB 1 GB Hard drive 80+ GB 80+ GB OS Windows Server 2003 Standard Edition SP2 Windows Server 2003 Standard Edition SP2 Web server IIS 6.0 IIS 6.0 PHP PHP 5.2.6 PHP 5.2.6 Java 6 (32 bit, Update 7) 5.0 (32 bit) Bonjour 1.0.5 1.0.
FileMaker Server Getting Started Guide 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. These applications require Java Runtime Environment version 5 at a minimum. The supported platforms for these applications are: 1 Mac OS X and Mac OS X Server version 10.4.
| Preface 11 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.
FileMaker Server Getting Started Guide
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 15 7. Windows: Select a destination folder, then click Next. Note On Windows, you can select a non-default location. See “Installation notes” on page 35. 8. Select Single Machine and click Next. 9. Enter your license key information. 10. Windows: Click Next. 11. 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.
FileMaker Server Getting Started Guide 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 10 Start Page. 1 Mac OS: Double-click the FMS 10 Start Page shortcut on the desktop. 13. 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. 14.
Chapter 1 | Installation quick start 17 17. 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. 18.
FileMaker Server Getting Started Guide 19. 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 (PHP 5.2.6), 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. 1 If you use your own PHP engine, you must manually install the FileMaker API for PHP to use PHP publishing.
Chapter 1 | Installation quick start 19 22. FileMaker Server is being deployed. This may take a few minutes. 23. 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. 24. In the FileMaker Server Overview pane, note the IP address of the server.
FileMaker Server Getting Started Guide Next steps Now that you have deployed FileMaker Server, get started using your new software. 1. Start Admin Console: See “Starting Admin Console” on page 43. 2. Test your installation: FileMaker Server provides a sample database and a one-click method to verify that your installation is working. See chapter 3, “Testing your deployment.” 3. Register your software: Register your copy of FileMaker Server. See “Registration and customer support” on page 62. 4.
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 FileMaker 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 1 To use web publishing on a 64-bit edition of Windows, follow the instructions in “Using Web publishing on 64-bit Windows editions” on page 57 before running the Deployment assistant. 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.
Chapter 2 | Deploying FileMaker Server across multiple machines 27 8. Select Multiple Machines and click Next. 9. 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 35.
FileMaker Server Getting Started Guide Installing on the master machine Install FileMaker Server on the worker machines first, then on the master machine. The master machine always hosts the Database Server, and may additionally host the Web Publishing Engine. 1. Insert the CD into the drive or follow your electronic download instructions. 2. Double-click the installation icon. Mac OS Windows 3. Windows: Select a language, then click OK. 4.
Chapter 2 | Deploying FileMaker Server across multiple machines 29 8. Select Multiple Machines and click Next. 9. Select Master and click Next. 10. Enter your license key information. 11. Windows: Click Next. 12. 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.
FileMaker Server Getting Started Guide 13. 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 39.) Windows Mac OS If you want, you can stop now and start the Deployment assistant later.
Chapter 2 | Deploying FileMaker Server across multiple machines 31 16. In the first step of the Deployment assistant, assign the user name and password you want to use whenever you log into Admin Console. Click Next. Note User Name is not case-sensitive. Password is case-sensitive. 17. 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.
FileMaker Server Getting Started Guide 19. 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 24 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.” 20. Select the web publishing technologies you want to use and click Next.
Chapter 2 | Deploying FileMaker Server across multiple machines 33 21. Select a deployment type. Click Next. For more information, see “Deployment alternatives” on page 21. 22. 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.
FileMaker Server Getting Started Guide 23. Select a web server and click Next. The available choices of web servers are those supported by the worker machines. 1 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. 1 If you see Web Server Test Failed, the Deployment assistant cannot communicate with the web server.
Chapter 2 | Deploying FileMaker Server across multiple machines 35 26. 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 36. 27. In the FileMaker Server Overview pane, note the IP address of the master machine.
FileMaker Server Getting Started Guide 1 Bonjour installation: 1 Windows: Do not uninstall or disable Bonjour for Windows if FileMaker Server is installed on your computer. 1 Mac OS: If Bonjour is not enabled, then you can install FileMaker Server but you cannot deploy it. 1 On Windows 64-bit editions, FileMaker Server requires the 32-bit version of Java 6 Update 7.
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 39 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 Admin Console Start Page says to install Java when it’s already installed Internet Explorer may be configured to prevent add-ons from running. Click the Information Bar at the top of the browser window and allow Internet Explorer to run the Java Web Start ActiveX Control add-on. Java Web Start technology uses this add-on to detect whether the required version of Java is installed. After you allow this add-on to run, click Start Admin Console.
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 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 43 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 Your remote computer must have Java Runtime Environment version 5 at a minimum before starting Admin Console. To start Admin Console: 1.
FileMaker Server Getting Started Guide 4. In the create shortcuts dialog box, click Yes to create a shortcut that you can use to start Admin Console again later. 1 Windows: A shortcut is created on the desktop and in the Start menu under FileMaker Server. Depending on the version of Java installed, the shortcuts may be created without prompting you. 1 Mac OS: After you click Yes, specify a name and location in the Save dialog box where to save the shortcut, and then click Save.
Chapter 4 | Administration overview 45 When FileMaker Server backs up a database, it copies the database while it is active. Users can continue to make modifications. When the copy is complete, the database is paused to synchronize backup files with the current database and then the database is resumed. You can set options to verify the backup and send email notifications to clients. Note If you use Time Machine on a Mac OS machine, exclude FileMaker Server folder items from the Time Machine backup.
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 47 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 8 or 9 to FileMaker Server 10. You can also move an existing installation of FileMaker Server 10 to other machines. If you are upgrading from a previous version of FileMaker Server 10, 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 Step 2. 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.
Chapter 5 | Upgrading or moving an existing installation 51 Step 3. Note your FileMaker Server settings Make a note of your existing FileMaker Server settings because you will have to re-enter your settings manually later.
FileMaker Server Getting Started Guide 3. Select FileMaker Server 10 from the list and click Change. 4. In the Installation program, select Remove, then click Next and Remove. Your database files, script files, and plug-ins are not deleted. 5. Restart the machine after uninstalling FileMaker Server 10. 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 10 installation icon. 3.
Chapter 5 | Upgrading or moving an existing installation 53 Step 7. Recreate schedules and configure You can now start the Admin Console and configure your FileMaker Server deployment using some of the settings you noted in “Step 2. Make a copy of databases, scripts, and plug-ins” on page 50. For more information on configuring your deployment, see FileMaker Server Help.
FileMaker Server Getting Started Guide
Chapter 6 Setting up the web server To use web publishing, you must install and configure Internet Information Services (IIS) in Windows or enable Apache in Mac OS. For information on how to install and configure your web server, see the documentation that is included with your operating system. This chapter describes additional web server settings required by FileMaker Server. Windows IIS settings Before installing FileMaker Server, make sure that the web server is running and properly configured.
FileMaker Server Getting Started Guide Disabling IIS authentication By default, Windows IIS directory security attempts to authenticate all requests that are made through the IIS web server. The simplest way to use IIS with FileMaker Server is to disable IIS authentication. If you disable all IIS authentication methods and use anonymous access to the IIS site, then you don’t need to add any Windows user accounts. To disable IIS authentication: 1.
Chapter 6 | Setting up the web server 57 Using Web publishing on 64-bit Windows editions FileMaker Server runs on the 64-bit editions of Windows Vista or Windows Server 2008, but to use web publishing you must enable ISAPI filters, ISAPI extensions, and application pooling compatibility with 32bit applications. Important If you perform the following steps after running the Deployment assistant, you must restart the computer and run the Deployment assistant again.
FileMaker Server Getting Started Guide Windows Server 2008 Enabling ISAPI filters and ISAPI extensions To enable ISAPI filters ISAPI extensions: 1. Choose Control Panel > Programs and Features. 2. Double-click Turn Windows features on or off to start Server Manager. 3. Expand Roles in the left pane, then select Web Server (IIS). 4. In the right pane, click Add Roles Services in the Role Services section. 5.
Chapter 6 | Setting up the web server 59 Mac OS X settings Before installing FileMaker Server, ensure that the web server is enabled and properly configured. To access Apache online documentation, enter http://localhost/manual in a web browser on your web server host machine. If the web server in your FileMaker Server deployment is running Mac OS X Server, then disable the Performance Cache option for the Apache web server.
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 10 and how to move from FileMaker Server 8 or 9 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 Publ
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. To use the FileMaker Server trial version, you must register your software prior to use. You can register by choosing Help menu > Register Now in FileMaker Server Admin Console.
Index A D accounts Admin Console login 16, 31 IIS and Basic Authentication 55 web server 56 Windows user accounts 56 Admin Console described 22, 41 Overview pane 19, 35 passwords 16, 31 requirements 10 shortcuts, creating 44 starting 43 troubleshooting deployment 39 user names 16, 31 admin_console_webstart.
FileMaker Server Getting Started Guide documentation 61 installing on multiple machines 25–35 installing on one machine 13–19 requirements 7 setting up email notifications 48 Start Page 30 testing deployment 37 toolbar 42 uninstalling, in Mac OS 52 uninstalling, in Windows 51 updates 62 updating to FileMaker Server Advanced 11 upgrading from a previous version 49 FileMaker Server Admin Console.
| Index passwords, Admin Console 16, 31 PDF documentation 61 performance multiple-machine deployments 21 optimal 23 recommendations 13, 14 Performance Cache option 59 PHP enabling 18, 32 PHP engine module, described 21 testing 37 troubleshooting on Mac OS X 40 PHP Site Assistant, requirements 10 plug-ins 44 ports described 22–25 usage by component 25 backups 44 email notifications 48 messages 47 scripts 46 verifying 45 ScriptMaker scripts.
FileMaker Server Getting Started Guide updating FileMaker Server to FileMaker Server Advanced 11 upgrading FileMaker Server 49 noting settings 51 Upload Database assistant 44 user accounts.
