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
Chapter 6
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Protecting databases 129
Creating accounts and privilege sets
Accounts specify account names and (usually) passwords for a file. When a user opens a file that contains
accounts, a dialog box prompts the user to enter account information. When a user opens a file with a correct
account name and password, the privilege set assigned to that account determines what the user can do in that file.
Privilege sets specify levels of access to a database, such as which layouts are viewable, which menus are
available, and whether printing is permitted.
To create and manage accounts and privilege sets for a file, you need to open the file with an account that is
assigned the Full Access privilege set.
You can create and modify accounts and privilege sets in a shared file while clients are using it. (In
FileMaker
Pro 6 and earlier, all clients had to close the shared file before you could change passwords and
groups.) The account changes you make take effect immediately. However, the changes do not disrupt any
current clients. For example, if you change the password for an account that is in use by one or more clients,
their FileMaker
Pro usage is not interrupted. However, they will need to enter the new password the next
time they open the file.
You can create as many accounts as you need. You can create individual accounts for each user, or a smaller
number of accounts that users can share.
Viewing accounts and privilege sets
The Manage Security dialog box displays a list of all the accounts and privilege sets for a file.
To view the accounts and privilege sets for a file:
1. Open the database file.
2. Choose File menu > Manage > Security.
You see the accounts defined for this file.
3. In the Manage Security dialog box, click the Privilege Sets tab.
You see the privilege sets defined for this file.