User manual
Table Of Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using databases
- About database fields and records
- Opening files
- Opening multiple windows per file
- Closing windows and files
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Working with data in Table View
- Finding records
- Performing quick finds in Browse mode
- Making find requests in Find mode
- Finding text and characters
- Finding numbers, dates, times, and timestamps
- Finding ranges of information
- Finding data in related fields
- Finding empty or non-empty fields
- Finding duplicate values
- Finding records that match multiple criteria
- Finding records except those matching criteria
- Viewing, repeating, or changing the last find
- Saving find requests
- Deleting and reverting requests
- Hiding records from a found set and viewing hidden records
- Finding and replacing data
- Sorting records
- Previewing and printing databases
- Automating tasks with scripts
- Backing up database files
- Setting preferences
- Chapter 3 Creating databases
- Planning a database
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Setting up a layout to print records in columns
- Working with objects on a layout
- Working with fields on a layout
- Working with parts on a layout
- Displaying data in charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing and exchanging data
- Sharing databases on a network
- Importing and exporting data
- Saving and sending data in other formats
- Sending email messages based on record 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 databases on the web
- Chapter 6 Protecting databases
- 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 Converting databases from FileMaker Pro 6 and earlier
- Index
10 FileMaker Pro User’s Guide
All of the PDF files use the tagged Portable Document Format (PDF). Tagged PDF files work with assistive
technology such as the screen readers JAWS and Window-Eyes for Windows. For more information about
tagged PDF files, see the Adobe website at www.adobe.com.
Online Help
FileMaker Pro Help provides comprehensive step-by-step instructions on FileMaker Pro features. You can
open Help from the Help menu in FileMaker
Pro.
There are three ways to access Help:
1 Browse the Help table of contents to locate topics by subject.
1 Search for particular topics by entering keywords.
1 Get information about the currently displayed dialog box by pressing F1 (Windows) or 2-? (Mac OS).
Templates, examples, and more information
FileMaker Pro includes database template files (Starter Solutions) that you can use to quickly get started.
Starter Solutions take advantage of the best new FileMaker
Pro features, to help you create the most
effective database solution for your needs. When you start creating databases, check the list of templates to
see if one is available that suits your needs.
The English Extras folder contains references and examples to help you with specific features such as XML support.
You can find more information, tips, and database ideas on the FileMaker website at www.filemaker.com.
Suggested reading
Here are some suggestions for using the documentation to help you learn how to do specific tasks in
FileMaker
Pro.
Note If your database was developed using FileMaker Pro Advanced, you may see customized menus or
tooltips for layout objects. For an overview of these features, see Help.
Type of user Suggested reading
Data entry person Chapter 2, “Using databases,” in this guide
Small business owner or educator who
creates a basic database to start, then
improves it over time
Chapter 3, “Creating databases,” in this guide. As features are added to the database, refer
to Help
Database administrator 1 All chapters in this guide
1 Help, for information on advanced topics
1 FileMaker Instant Web Publishing Guide
1 FileMaker ODBC and JDBC Guide
New FileMaker Pro user 1 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced
1 FileMaker Pro Tutorial
1 All chapters in this guide
User upgrading from a previous
version
1 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced
1 Chapter 7, “Converting databases from FileMaker Pro 6 and earlier,” in this guide