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
52 FileMaker Pro User’s Guide
Typically, databases are organized in one of three ways:
1 A single table in a single file. Use a single table if you need to track data in one category only, such
as names and addresses.
1 Multiple tables in a single file. Use multiple tables if your data is more complex, such as students,
classes, and grades.
1 Multiple tables in multiple files. Use multiple files if you need to share the same data among several
different database solutions. For example, you can store your tax rates or shipping information in a
separate file if you plan to use that information in more than one solution.
Note Use relationships to share data between tables in the same file or with tables in external files. Other
database elements, such as scripts and access privileges, are stored at the file level; therefore, some
complex solutions will benefit from using multiple files.
5. Determine the database tables and the data they will include, and, in turn, which fields you will need.
Tip To make it easy to search and sort records, create separate fields for first and last name, titles, (like
Mr. or Dr.), and items in addresses (city, state or province, country, and postal code). Separating your
data into multiple fields at the time of data entry can make it easier to generate future reports. For
example, using separate fields to capture transaction details such as the date, item number, quantity, and
unit price of each transaction makes it easier to compile summary and subsummary reports at the end of
a week, month, or year.
6. Decide which fields will contain common data among the tables.
For example, a database for a travel agency might include these tables: a Clients table, which stores client
information; a Routes table, which stores route information; and a Tours table, which stores the tours and
their current prices.
A Clients table might have fields for a client identification number, and the client’s name, address and
phone number. A Routes table might have fields for a route identification number, the departure city, and
the destination city. A Tours table might have fields for a tour identification number and tour name.
Client ID
Street
Postal Code
Client Name
City
Tour ID
Clients table
Routes table
Tour Name
Tours table
Phone
Route ID
Destination
Origin
Tour ID
Route ID
Destination
Tour Name
Origin