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FileMaker (R) 12 In DepthDo more in less time!FileMaker 12 In Depth is the most comprehensive, coherent, and practical guide to creating professional-quality solutions with the newest versions of FileMaker! Drawing on his unsurpassed real-world experience as a FileMaker user, consultant, and developer, Jesse Feiler helps you gain practical mastery of today's newest, most advanced FileMaker tools and features.* Use themes to build solutions for FileMaker Pro on Windows and OS X, FileMaker Goon iOS, and Instant Web Publishing* Get the most out of new container field technology* Quickly become a FileMaker 12 power user* Make the most of FileMaker fields, tables, layouts, and parts* Iteratively design reliable, high-performance FileMaker relational databases* Work with relationships, including self-joins and cross-product relationships* Write calculation formulas and use functions* Use event-driven scripts to make databases more interactive* Build clear and usable reports, publish them, and incorporate them into workflows* Secure applications with user accounts, privileges, file-level access, network security, and authentication* Use FileMaker's Web Viewer to access live web-based data* Convert systems from older versions of FileMaker, and troubleshoot successfully* Share, exchange, export, and publish data via SQL and XML* Instantly publish databases on the web, and use advanced Custom Web Publishing techniques* Trigger automated behaviors whenever specific events occur* Extend FileMaker's functionality with plug-ins* Set up, configure, tune, and secure FileMaker ServerAll In Depth books offer* Comprehensive coverage with detailed solutions* Troubleshooting help for tough problems you can't fix on your own* Outstanding authors recognized worldwide for their expertise and teaching styleLearning, reference, problem-solving... the only FileMaker 12 book you need!
Contents
IntroductionPart I Getting Started with FileMaker 12Chapter 1 FileMaker OverviewFileMaker and Its MarketplaceMobility Rapid Application Development Low Total Cost of Ownership FileMaker Is a Seasoned Platform You're Not Alone Introduction to Database Software Database Software What Database Software Does Overview of the FileMaker Product Line FileMaker Deployment Options Single User Peer-to-Peer Hosting FileMaker Server Hosting FileMaker Server Advanced Hosting Kiosk Mode FileMaker Single-User Runtime Extending the Functionality of FileMaker Pro Technical Specifications Chapter 2 Using FileMaker ProGetting Started Registration Software Updates Using the Quick Start Screen Getting Help Understanding FileMaker Pro Features Understanding FileMaker Databases Understanding Tables Understanding Records and Fields The FileMaker Pro User Interface Using the Status Toolbar Customizing the Status Toolbar (OS X) Customizing the Status Toolbar (Windows) Working in FileMaker Pro Opening a Database Working with Records Working with Fields Data in Formatted Fields Modifying Value Lists Field Types Data Validation Working with Related Data Understanding the Mechanics of a Portal Finding Data with FileMaker Using Quick Find Using Find Mode to Perform a Find Request Omitting and Showing All Records Saving Find Requests Sorting Printing Presenting Data with Summary and Subsummary Reports Importing and Exporting Data Saving PDF and Excel Documents Using the Web Viewer Troubleshooting FileMaker Extra: Becoming a FileMaker Pro Power User Technique 1: Using Your Keyboard for More Speed Technique 2: Working with Table View Technique 3: Replacing Data Technique 4: Inserting Specific Information Technique 5: Getting to Know Your Entire Database Technique 6: Using Multitiered Sorts Technique 7: Using Multiple Windows Technique 8: Applying Text Styling and Tabs Chapter 3 Defining and Working with Fields and Tables Working Under the Hood Creating New Databases Using the Manage Database Dialog Working with Tables Table Naming Conventions Creating New Tables Working with Fields Field Naming Conventions Adding Field Comments Creating New Fields Working with Field Types Text Number Date Time Timestamp Container Calculation Summary Fields Working with Field Options Auto-Entry Field Options Field Validation Storage and Indexing Furigana Troubleshooting FileMaker Extra: Indexing in FileMaker Chapter 4 Working with LayoutsWhat's a Layout? Using Multiple Layouts Automatically Creating and Managing Layouts Creating a New Layout Layout Context Layout Setup Hiding and Reordering Layouts Layout Naming Conventions Working with Parts Adding and Ordering Parts Formatting a Part Part Definition Working with the Layout Status Toolbar Using the Layout Bar Using the Customizable Status Toolbar Tool Groups Using the Status Toolbar Items Using the Inspector Inspecting Data Settings Inspecting Appearance Settings Inspecting Position Settings Working with Objects on a Layout Adding Objects to a Layout Positioning Objects on a Layout Working with the Tab Control Object Adding a Tab Control Object to a Layout Working with Fields Adding Fields to Layouts Setting the Tab Order Merge Fields Troubleshooting Part II Developing Solutions with FileMakerChapter 5 Relational Database Design Understanding Database Design Database Analysis Working with Entities and Attributes Entities Versus Attributes: A Case Study Design as an Iterative Process Understanding Relationships Representing Relationships in a Diagram Relationship Types Understanding the Role of Keys in Database Design Keys That Determine Uniqueness Keys That Refer to Other Tables Many-to-Many Relationships Using Join Tables Using Checkboxes and Multiple Values Attributes in a Join Entity Normalizing Data: What Goes Where First Normal Form: Eliminate Repeating Groups Second Normal Form: Eliminate Redundant Data Third Normal Form: Eliminate Fields Not Dependent on the Key FileMaker Extra: Complex Many-to-Many Relationships Chapter 6 Working with Multiple Tables Multitable Systems in FileMaker Pro Creating a One-to-Many Relationship in FileMaker Creating the First Table in a Multitable System Adding a Table to a Multitable System Adding a Relationship Working with Keys and Match Fields The Database So Far Working with Related Data Using a Portal to View Related Child Data Using a Portal to Add Related Records Working with Related Parent Data in a Child File Creating a Many-to-Many Relationship Building the Structure Creating Value Lists Designing the Interface Rapid Multitable Development Troubleshooting Chapter 7 Working with Relationships Relationships Graphs and ERDs Relationships as Queries Nonequijoins Adding a Table Occurrence to the Relationships Graph Defining a Relationship with Multiple Match Criteria Creating Self-Relationships Creating a Relationship with a Global Value Creating Cross-Product Relationships Working with Multiple Files Creating an External Data Source Adding an External Table to the Relationships Graph Troubleshooting FileMaker Extra: Managing the Relationships Graph Using Formatting Tools to Manage the Relationships Graph Using Table Occurrences to Manage the Relationships Graph Chapter 8 Getting Started with CalculationsUnderstanding How and WhereCalculations Are Used Writing Calculation Formulas Uses for Calculation Formulas Exploring the Specify Calculation Dialog Writing the Formula Options Specifying Context Essential Functions Parts of a Function Text Operations Nested Functions Number Functions Character Functions Working with Dates and Times Using Conditional Functions Aggregate Functions Learning About the Environment: Introspective Functions Get Function Design Functions Device Identification Functions Mobile Functions Troubleshooting FileMaker Extra: Tips for Becoming a Calculation Master Chapter 9 Getting Started with Scripting Scripts in FileMaker Pro Creating Scripts The Scripting Interface Script Editing Full Access Privileges Commenting Scripts Exiting a Script Using a Script Template Using Subscripts Importing Scripts Managing the Scripts Menu Common Scripting Topics Error Management Setting and Controlling Data Providing User Navigation Saved Script Options Using Conditional Logic Using Loops Working with Custom Dialogs Starting and Triggering Scripts Starting Scripts Triggering Scripts Working with Buttons on Layouts Naming Scripts Troubleshooting FileMaker Extra: Creating a Script Library Chapter 10 Getting Started with Reporting and Charting Reporting in FileMaker Pro Deriving Meaning from Data Begin with the End in Mind Determine Report Requirements Generic Versus Specific Report Structures Working with Reports, Layouts, View As Options, and Modes Working with Lists of Data Using the New Layout/Report Assistant Using Summarized Reports Creating a Summary Field Working with Subsummary Parts Calculations Involving Summary Fields Modifying Table Views Customizing Layouts and Reports Alternating Row Color Sorting Data in a Table Sliding Objects Delivering Reports Save/Send as PDF Save/Send as Excel Send Mail Scripting Send Mail Introducing Charting Troubleshooting FileMaker Extra: Incorporating Reports into the Workflow Part III Developer TechniquesChapter 11 Developing for Multiuser DeploymentDeveloping for Multiple Users Sessions in FileMaker Pro Session-Specific Elements Global Behavior User Accounts and Session Data Concurrency The ACID Test Script Log Commit Versus Create and Serial IDs Record Locking Launch Files Troubleshooting FileMaker Extra: Development with a Team Chapter 12 Implementing SecurityApproaching Security Identifying Risks Planning Security Maintaining Security User-Level Internal Security User Accounts Privilege Sets Extended Privileges File Access File-Level Access Security Server Administration Security Security over the Network User Authentication External Authentication File List Filtering Troubleshooting FileMaker Extra: Working with Multiple Files Chapter 13 Using the Web ViewerIntroducing the Web Viewer Exploring the Web Viewer in Contacts Creating and Editing a Web Viewer Creating a Web Viewer Setting a Web Viewer to a Constant URL Constructing a URL Dynamically Based on a Search Setting Up a Web Viewer with the Templates Setting Web Viewer Options Controlling the Web Viewer with the Set Web Viewer Script Step FileMaker Extra: Using the Web Viewer for Files Chapter 14 Advanced Interface TechniquesWhat's New in the Interface World Working with Themes Changing a Theme Exploring Themes Using Styles and States Using Styles Using States Copying Styles Using FileMaker Formatting Tools Conditional Formatting Setting the Layout Width Using Grids Using Guides Using Dynamic Guides Using Screen Stencils Using GetLayoutObjectAttribute Working with Custom Menus Specifying Custom Menu Elements Using the Menu Sets Interface Providing Accessibility Set Up Accessibility Attributes in Layout Mode Turn On Accessibility Features Use Accessibility Features FileMaker Extra: User Interface Heuristics Chapter 15 Advanced Calculation Techniques Logical Functions The Let Function The Choose Function The GetField Function The Evaluate Function Lookup Functions Text Formatting Functions Text Color, Font, and Size Text Style Removing Text Formatting Array Functions Working with Return-Delimited Data Arrays Stepping Through an Array The "Filter"-ing Functions The Filter Function The FilterValues Function Custom Functions Uses of Custom Functions Creating Custom Functions Examples of Custom Functions GetNthRecord Troubleshooting FileMaker Extra: Creating a Custom Function Library Matching Multiple Values Chapter 16 Advanced Scripting Techniques What Is Advanced Scripting? Script Parameters Script Parameters Specifying Script Parameters Retrieving a Script Parameter Passing Multivalued Parameters Strategies for Using Script Parameters Script Results Final Thoughts on Script Input/Output Script Variables About Local Variables About Global Variables Other Ways to Work with Variables About Dynamic File Paths Viewing Your Variables FileMaker Extra: Recursive Scripts Chapter 17 Working with FileMaker TriggersIntroducing FileMaker Triggers FileMaker Triggers Before FileMaker Pro 10 Triggers in FileMaker Pro Today Trigger Targets Trigger Events Triggers and Underlying Data Triggers and Web Publishing Attaching Triggers Layout Triggers Object Triggers Window Triggers Using a Timer Trigger Functions The Self Function Char and Code Functions The GetFieldName Function The Get (TriggerKeystroke) and Get (TriggerModifierKeys) Functions FileMaker Extra: Using Triggers for an Interactive Interface Chapter 18 Advanced FileMaker Solution ArchitectureWindow Management Techniques Multiwindow Interfaces Using Window Styles Working with Document Windows Creating a Modal Dialog with a Window Style Creating a Modal Dialog Using a Script Pause State Adding a Pause State Go to Related Record GTRR Basics Predicting the Found Set Jumping to Disconnected Table Occurrences Dedicated Find Layouts Dedicated Find Mode Layouts Script-Driven Finds Troubleshooting Chapter 19 Debugging and TroubleshootingWhat Is Troubleshooting? Staying Out of Trouble Understand Software Requirements Avoid Unclear Code Planning for Trouble Troubleshooting Scripts and Calculations Handling Errors in Scripts Tracking Down Errors Troubleshooting in Specific Areas: Performance, Context, Connectivity, and Globals Performance Connectivity and Related Issues Context Dependencies Globals File Maintenance and Recovery Using the Database Design Report Creating a DDR Using the Script Debugger About the Script Debugger Placing Breakpoints Using the Data Viewer Chapter 20 Converting Systems from Previous Versions of FileMaker Pro Updating and Upgrading FileMaker Software Migrating to New FileMaker File Formats Planning the Conversion Preconversion Tasks Document Your Solution Do Some Housekeeping Converting Files Post-Conversion Tasks Part IV Data Integration and PublishingChapter 21 Connecting to External SQL Data SourcesODBC Basics SQL FileMaker Architecture ODBC Architecture Setting Up FileMaker Databases for ODBC Setting Up and Administering ODBC Installing Drivers Administering ODBC Example: Setting Up a DSN on OS X to Connect to MySQL Example: Setting Up a DSN on Windows to Connect to FileMaker Importing ODBC Data into FileMaker Using External ODBC Data Sources with the Relationships Graph Specifying the Data Source Adding the External Data Source to theRelationships Graph Using Supplemental Fields Troubleshooting Chapter 22 Importing Data into FileMaker ProWorking with External Data Flat-File Data Sources Choosing the Target Table Initiating the Import The Import Field Mapping Dialog Updating Records with Imported Data Updating Records Without Using Match Fields Importing from Another FileMaker Pro File Using an Import to Create a New Table Importing from a Microsoft Excel File Setting Import Options and Reviewing Status Importing Multiple Files from a Folder Importing Text Files Importing Image Files Scripting Imports with FileMaker Creating Automatic Recurring Imports Using a Script to Import Data Using Bento Data Sources Troubleshooting FileMaker Extra: Exploiting the FileMaker-to-FileMaker Import Duplicating a Found Set Duplicating Between Tables Chapter 23 Exporting Data from FileMakerGetting Out What You Put In The Basic Mechanics of Exporting Choosing a Source Table Choosing an Output File Format Selecting Fields to Export Exporting Issues to Consider Export File Formats Character Transformations Formatting Exported Data Exporting Related Fields Exporting Grouped Data Exporting to Fixed-Width Formats Working with Large Fields and ContainerFields Scripted Exports Chapter 24 Instant Web Publishing Overview of Instant Web Publishing Getting Started with IWP Enabling and Configuring IWP Configuring FileMaker Pro for IWP Configuring FileMaker Server Advanced for IWP Sharing and Securing Files via IWP Designing for IWP Deployment Constraints of IWP Scripting for IWP Layout Design Container Fields Application Flow Troubleshooting Chapter 25 Custom Web Publishing with PHP and XMLAbout Custom Web Publishing Understanding the Three Parts of FileMaker Web Publishing Custom Web Publishing Versus Instant Web Publishing Preparing for Custom Web Publishing Getting Your Databases Ready for CWP Getting FileMaker Server Ready for Custom Web Publishing Choosing a Custom Web Publishing Technology Using Custom Web Publishing with PHP Getting Your Databases Ready for Custom Web Publishing with PHP Getting FileMaker Server Ready for Custom Web Publishing with PHP Placing Files on the Web Server Writing the PHP code for the FileMaker PHP API Using Custom Web Publishing with XML Preparing for XML Publishing Introduction to XML Publishing Understanding Query Strings Performing Specific Searches with CWP URLs Applications of Custom Web Publishing with XML Other Query Parameters About Sessions Managing Sessions Troubleshooting Part V Deploying a FileMaker SolutionChapter 26 Deploying and Extending FileMakerFileMaker Deployment Options Renaming Files Runtime Solutions Solution Options Removing Admin Access Polishing Your Custom Solution Error Log Developing Kiosk Solutions Preparing a Kiosk Interface Maintaining a Kiosk Solution Plug-Ins Understanding Plug-ins Installing Plug-Ins Configuring and Enabling Plug-Ins Troubleshooting Chapter 27 FileMaker Server and Server AdvancedAbout FileMaker Server The FileMaker Server Product Line FileMaker Server Versus Peer-to-Peer Database Hosting FileMaker Server Capabilities FileMaker Server Requirements Installing and Deploying FileMaker Server The Installation Process The Deployment Process Running FileMaker Server Starting and Stopping FileMaker Server Hosting Databases Using Admin Console FileMaker Server Overview Administration Configuration FileMaker Extra: Best Practices Checklist Determine Network Infrastructure Purchase Hardware Install Software Configure FileMaker Server Deploy Databases and Schedule Backups Monitor Usage Statistics Recheck Performance Stay on Top of Java Monitor Log Viewer Keep Current with Software Updates 9780789748461 TOC 5/8/2012
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