User manual

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Table Of Contents

Preface Learning how to use FileMakerPro
- Registration and customer support
- Using the FileMakerPro documentation
  - How this guide is organized
  - A note about the illustrations
- Using FileMakerPro Help
Chapter 1 FileMaker Pro basics
- About databases
- About FileMaker Pro files
- Performing menu commands
  - Using toolbars
  - Using context menus
- Managing files
Chapter 2 Adding and viewing data
- About working with records in Browse mode
- Viewing records
- Adding and duplicating records
  - Adding and duplicating related records
- Deleting records
- About entering data in records
- About working with graphics, sounds,andmovies
- About working with text
- Working with OLE objects
Chapter 3 Finding and sorting information
- Finding records
- Sorting records
Chapter 4 Previewing and printing information
- About printing information in a database
- Preparing to print
- Previewing data on a layout
- Printing
Chapter 5 Creating a database
- Planning a database file
- Creating a FileMaker Pro file
- About defining database fields
- Setting options for fields
- Changing field definitions
- Deleting field definitions and data
Chapter 6 Creating and managing layouts and reports
- About layouts and reports
- Creating layouts and reports
- Working with, duplicating, deleting, orrenaming layouts
  - Setting up to print records in columns
  - Setting up View as Form, View as List, and View as Table
- About working with objects on a layout
- About working with fields on a layout
- About layout parts
Chapter 7 Customizing layouts
- Customizing fields on a layout
- Customizing the appearance of a layout
- Arranging objects
- Using tools to precisely position objects
- Controlling how things print
Chapter 8 Working with related files
- Displaying data from related files
- Working with relational databases
- Changing relationships
  - Choosing a different relationship for a portal
  - Summarizing data in portals
- Defining lookups between files
Chapter 9 Protecting databases with passwords and groups
- Defining passwords
- Deleting or changing passwords
- Defining groups
- Deleting or changing groups
- Passwords and groups: a comparison
Chapter 10 Creating scripts to automate tasks
- About scripts
- Creating scripts: an overview
  - Planning scripts
  - Storing settings before creating a script
  - Defining scripts
- About ScriptMaker steps
- Control script steps
- Navigation script steps
- Sort, find, and print script steps
- Editing script steps
- Fields script steps
- Records script steps
- Windows script steps
- Files script steps
- Spelling script steps
- Open Menu Item script steps
- Miscellaneous script steps
- Changing scripts
- Duplicating, renaming, or deleting scripts
  - Deleting scripts
- Importing scripts
  - To import a script
- Listing scripts in the Scripts menu
- Using buttons with scripts
  - Defining buttons
  - Copying, changing, or deleting buttons
- Example of a ScriptMaker script
  - Finding duplicate records
Chapter 11 Using formulas and functions
- About formulas
- About functions
Chapter 12 Importing and exporting data
- About import and export
  - About file formats
- Importing data into FileMaker Pro
  - Importing data into an existing file
  - Converting a data file into a new FileMakerPro file
- Exporting data from FileMaker Pro
  - Exporting subsummary data
Chapter 13 Sharing databases on a network
- About sharing files on a network
  - Working with shared files
- About hosting files
- Opening files as the host
- Closing shared files
- Opening files as a guest
Chapter 14 Publishing databases on the Web
- About publishing databases on the Web
- How users work with databases on the Web
- What you need to publish databasesontheWeb
- Publishing databases on the Web: an overview
- Enabling FileMaker Pro Web Companion
- Configuring FileMaker Pro WebCompanion
- Enabling Web Companion sharing
- Setting up browser views
- Testing your published database
- About browser views for web publishing
Chapter 15 Using ODBC with FileMakerPro
- About ODBC
  - ODBC terminology
  - ODBC support in FileMakerPro
- Sharing FileMakerPro data via ODBC
- Accessing FileMakerPro data from an ODBC client application
  - Configuring the ODBC control panel
- Importing data from other data sources
- An ODBC import example
- Importing ODBC data with a join
  - Specifying a SQL join
- Automating ODBC connections
Appendix A Customizing FileMaker Pro
- Setting application preferences
- Setting document preferences
  - Setting general document preferences
  - Setting document spelling preferences
Appendix B Backing up and recovering files
- Backing up files
  - Using a backup script
- Maintaining files
  - Saving a compressed copy
  - Understanding file damage
- Recovering damaged files
  - When to recover
Appendix C FileMaker Pro Quick Reference (Windows)
- Keyboard and mouse shortcuts
Appendix D FileMaker Pro Quick Reference (Mac OS)
- Keyboard and mouse shortcuts
Index

Using ODBC with FileMaker Pro

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Importing data from other data sources

Using ODBC, you can import records into an existing database or a

new FileMaker Pro file by opening an ODBC data source (like

Oracle or Microsoft Access databases) directly. The FileMaker Pro

SQL query builder makes it easy to construct queries that can search

a data source or DBMS, fetch specific records, and import the

resulting records into a FileMaker Pro database.

Use one of the included ODBC drivers to import data from its

corresponding data source:

1 Text (Windows and Mac OS)

1 Oracle 8 (Windows)

1 Oracle 7 (Mac OS)

1 SQL Server 7 (Windows only)

You can also import ODBC data using a number of third-party

ODBC drivers from vendors.

Importing data from an ODBC data source: an overview

Here are general steps to construct SQL queries with FileMaker Pro:

1. Configure the data source in the ODBC control panel (by specifying

what kind of data you’re accessing and how to locate the data).

2. In FileMaker Pro, connect to the ODBC data source.

3. Use the FileMaker Pro query builder to generate a SQL query.

Then, the data resulting from the query is imported into the

FileMaker Pro database.

The procedures are described in more detail below.

Conﬁguring the ODBC control panel

This section provides instructions for importing data from ODBC

data sources into FileMaker Pro.

Note Configuring the ODBC control panel varies for each driver

type. For example, to configure the remote Oracle ODBC driver, you

must first configure SQL Net Easy Configuration, where you specify

a variety of options (like the driver, data source name, server

location, the database instance name, and the user ID). When

accessing a local Microsoft Access data source, however, you simply

provide the path to the data source. Additionally, the steps may vary

from one ODBC driver manufacturer to another. Refer to the

documentation that accompanies the data source for the exact

procedure.

1. Open the ODBC control panel (named ODBC Data

Sources (32bit) in Windows and ODBC Setup PPC in the

Mac OS).

2. To configure a new data source, click Add. Select the ODBC driver

that corresponds to your data source and click Finish.

3. To configure an existing data source, select the data source name

and click Configure.

4. In the General tab of the ODBC Driver Setup dialog box, begin

configuring the ODBC driver by specifying a Data Source Name and

Description.

The name identifies the data source to ODBC clients.

5. For some file-based data sources, specify the path in Database

Directory. In Windows, include the filename and extension.