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  1. DB Services

    Mail Merge with FileMaker

    Mail Merge with FileMaker 493.4 million pieces of mail are delivered every day by the US Postal Service. If you currently hand type your business’s envelopes, letters, and other complex documents like proposals and legal forms, you would greatly benefit from using mail merge. Mail merging, the process of filling in a template document with records from a data source, saves countless hours of double data entry and reduces human error; instead of typing out each recipient’s information, Microsoft Word (or another similar word processor) automatically does all the work for you. In addition it is possible to create mail merges with records from your FileMaker system to save even more time.  Basics of Mail Merge To create a mail merge, you need two things: a template and a data source. In this example, we will be using Microsoft Word to create a template, and FileMaker as the data source. If you do not have Microsoft Word, there are plenty of other free word processors out there that are able to perform mail merges. Exporting FileMaker Records In order to prepare your FileMaker records for mail merging, you need to export them as a .mer file. To export a merge file: In your FileMaker system, get into the found set of records you would like to merge with your template. Click “File” > “Export Records,” change the file type to “Merge,” and choose where you want to save your file. In the “Specify Field Order for Export” dialog, chose the fields you want to be able to merge in your template file and click export. Your mail merge data source can be other file types, but a .mer file is certainly the easiest to create from FileMaker. Creating Your Mail Merge Template Because mail merging has been around for a while, many people will already have their templates ready. In case you don’t, however, the process is very straight forward: Create a document with your preferred word processor. Choose the .mer file that you exported earlier as your data source. To do this in Microsoft Word 2016, click “Mailings” > “Select Recipients” > “Use an Existing List” and find your .mer file. Place fields in the template where necessary. In Word, click “Mailings” > “Insert Merge Field” and select the field you wish to place in the document. If you wish to view what your filled out template looks like in Word, click “Mailings” > “Preview Results”. Now your template is all set for merging! You can reuse this template for later mail merges. The image below shows what your Word document will look like before and after the mail merge respectively. Things To Note There are more ways to make the process even easier! We have created a FileMaker file that allows users to export contact records and a mail merge template with a few simple clicks. If you change the name of a field in FileMaker that is also used in your mail merge, you will need to update the corresponding variable in your template file. If your solution requires more automation, you can use FileMaker plugins like 360Works Scribe or MonkeyBread Software to automatically generate documents without the need for exporting records. You can also use AppleScript instead of plugins to automatically generate documents out of FileMaker, but you will still need to export the .mer file and have AppleScript automatically run the mail merge in Word or a similar word processor. Conclusion Using mail merge with FileMaker is a highly efficient technique at generating documents as simple as letters to as complex as proposals or legal forms. Feel free to contact us if you would like assistance generating documents from your FileMaker system! Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download Mail Merge with FileMaker Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  2. DB Services

    FileMaker Walmart Integration

    FileMaker Walmart Integration Walmart is the largest retailer in the world with $485.9 billion in total revenue in 2017, and reaches over 100 million users a month on Walmart.com. This makes Walmart a useful tool to expand your customer base. And with FileMaker, you can streamline the process of working with Walmart.com by integrating your FileMaker app with Walmart Marketplace.  Becoming a Partner with Walmart Before you can connect your FileMaker app with Walmart, you must first have an account. The onboarding process for Walmart Marketplace is free; however it requires you to be approved based on a series of questions about your business. After you submit your application, Walmart will review it and will let you know if you qualify to be a partner and they will give you a sellers account. From there, you will be able to start integrating with the Marketplace API. Getting your Keys to the API Once you are a Walmart partner, the first step of the integration is to generate and obtain your API keys. Go to the Developer Center and select your account. From here you will be able to navigate to the API Keys page. From the API Keys page, you will see your Client ID and Client Secret (if either of these are empty, or you would like them changed, click the Reset Client Id and Client Secret button). You will then need to copy these to use later. Keep the secret in a safe place as this is essentially your password and should not be shared with anyone else. As of September 27th, 2018, Walmart has upgraded their authentication methods to use a token-based authentication vs the signature-based method. This greatly simplifies the authentication while still maintaining a high level of security, so you will want to make sure you grab the right information. Authentication Once you have your API information, you will need to authenticate your solution with Walmart Marketplace API. At a high level, in order to authenticate your solution, you will need to get the token by using an Insert from URL with token address and the correct cURL information. Set Variable [ $url ; Value: "https://marketplace.walmartapis.com/v3/token" ] Set Variable [ $data ; Value: "grant_type=client_credentials" ] Set Variable [ $auth ; Value: Base64Encode ( $clientID & ":" & $clientSecret ) ] Set Variable [ $cURL ; Value: "-X POST" & ¶ & "-H \"Accept: application/json\"" & ¶ & "-H \"Authorization: Basic " & $auth & "\"" & ¶ & "-H \"Content-Type: application/x-www-form-urlencoded\"" & ¶ & "-H \"WM_QOS.CORRELATION_ID: " & $randomString & "\"" & ¶ & "-H \"WM_SVC.NAME: Walmart Marketplace\"" & ¶ & "-H \"WM_SVC.VERSION: 1.0.0\"" & ¶ & "--data @$data" ] Insert from URL [ $result ; $url ; cURL options: $cURL ; Do not automatically encode URL ] The result will be a JSON-formatted text containing an access token. You will need to use this token to make other calls. The token only lasts for 15 minutes, so you will need to repeat this process in your code to get a new token. Making Requests and Parsing the Response Before you make requests, it is important that you understand JSON and cURL. Once you are comfortable with those, look through the Walmart Marketplace Docs. There you will be able to see all of the functions that you can use, such as pulling, tracking, and acknowledging orders, pulling and updating inventory, and more. The Get Inventory request will pull a item by its SKU and return the inventory information. Request: Set Variable [ $url ; Value: "https://marketplace.walmartapis.com/v2/inventory?sku=1234" ] Set Variable [ $cURL ; Value: "-X GET" & ¶ & "-H \"Accept: application/json\"" & ¶ & "-H \"Authorization: Basic " & $auth & "\"" & ¶ & "-H \"WM_QOS.CORRELATION_ID: " & $randomString & "\"" & ¶ & "-H \"WM_SVC.NAME: Walmart Marketplace\"" & ¶ & "-H \"WM_SEC.ACCESS_TOKEN: " & $accessToken & "\"" & ¶ & "-H \"Content-Type: application/x-www-form-urlencoded\"" ] Insert from URL [ $result ; $url ; cURL options: $cURL ; Do not automatically encode URL ] Response: { "sku":"1234" "quantity": { "unit": "EACH", "amount": "0" }, "fulfillmentLagTime":1 } I strongly suggest taking a look at our accompanying example file as certain portions of the API can be a bit tricky. For instance, the API does not handle the standard carriage return FileMaker uses for new lines, so you must use char ( 10 ) to denote a new line in order for the Walmart API to handle the request correctly. Conclusion Integrating your FileMaker app with Walmart Marketplace will streamline your workflow allowing you to take on more orders with the confidence that you will still make your deadlines. Feel free to contact us if you need further assistance or to discuss getting your Walmart account integrated with FileMaker. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Walmart Marketplace Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  3. DB Services

    IoT, FileMaker, and You

    IoT, FileMaker, and You The Internet of Things (IoT) is quickly taking over our day to day interactions with the world. Forbes has predicted the global IoT market to grow to $8.9T in 2020, while the manufacturing and healthcare industries are predicted to spend $890B and $1.335T respectively. Is IoT a good fit for you business? We take a look at how the the Internet of Things can help improve your productivity and quality. Let’s first define IoT. To put it simply, IoT is connecting any device to the internet. Now you may be thinking my cell phone connects to the internet, is it an IoT device? The answer would be yes. However for the purpose of this discussion we are focusing on use cases that can be applied to a common business problem using a simple device: a button.  IoT in Business IoT has many uses today from inventory control, temperature monitoring, asset management, and product optimization. Much like FileMaker itself many IoT solutions are custom built to fit the needs and requirements of the individual business. Let us imagine your company produces the latest and greatest widget. These widgets require material to be supplied to each machine. As the material supply for each machine can run out at random times, how will you know when to resupply? Many companies rely on radios or other employees to constantly monitor and check to ensure the material remains supplied. What if each machine had a simple mechanism to request new material, allowing your FileMaker application to simultaneously gather metrics and notify key people when a machine needs material, maintenance, or went offline. IoT to the Rescue Amazon’s AWS IoT Button is a cloud-programmable button that allows for a quick setup to get you up and running. We choose this for our article because of its simple deployment and programming. For a larger scale deployment a custom IoT device can be built from scratch to fit your business needs. This button allows you to configure 3 separate button pushes (short, long, and double), which can be used to trigger separate actions within your custom FileMaker Application. Integrating with FileMaker Continuing with the AWS approach we look to AWS Lambda to handle the communication between the physical world and digital world. Lambda is serverless computing allowing you to run code without provisioning or managing servers. You pay only for the compute time you consume – there is no charge when your code is not running. AWS Lambda acts as a middle man between the physical button and the FileMaker application. The sample code provided for Lambda is written in node.js. It allows you to enter your own information as environmental variables making it even simpler for you to configure. When the IoT button is pressed, Lambda will perform our node.js code that makes use of the FileMaker Data API to communicate with FileMaker Server. In this example we create a record in a WEB_LOG table then perform a script to handle the type of button pushed. Out of the box the button can distinguish between a single, double, or long click type. {“serialNumber”:”8675309″,”batteryVoltage”:”1714mV”,”clickType”:”SINGLE”} The beauty of this approach is that with the power of FileMaker scripting you can do anything with this information. Just a few ideas to get you started. Display a chart on a dashboard to monitor the count of maintenance requests by department. Broadcast on a series of TV monitors throughout the facility for everyone to keep an eye on production status. Email or send a text message to key members of the company. Fully automate your reorder process by creating a PO within FileMaker and integrating suppliers to purchase inventory. Conclusion Integrating your custom FileMaker app with a custom IoT solution gives you endless possibilities to streamline, monitor, and create an overall better business environment. Feel free to contact us if you need further assistance or to discuss getting your IoT device integrated with FileMaker. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download IoT, FileMaker, and You Demo Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  4. DB Services

    FM Quickstart 17

    FM Quickstart 17 FM Quickstart is a free FileMaker template built by our team of certified developers to allow you to quickly create a custom application for your organization. It’s designed to use the latest version of FileMaker and has 8 main modules to work with: Dashboard Companies Locations Contacts Quotes Invoices Reports Setup What’s great about FM Quickstart is that it can be used immediately out-of-the-box, or can be easily modified to fit your business needs. Let’s go ahead and take a look at each module:  Dashboard The Dashboard module displays actionable items such as open quotes and the prospects that you will follow up with. You have the option to create new contacts, new quotes, or new invoices quickly for your convenience by using the Quick Actions in the top right. Companies The Companies module is new and used to manage companies you work with. You can input company information, the industry they are in and where they are located. You also have the ability to associate the salesperson with the company and identify what type of contact they are. At the bottom of the page you can create the contacts that work for the company and it will sync with the contacts module. Locations The locations module is new and allows you to track locations of companies you work with. Google Maps is embedded into the module so you can view the location and get directions. Below the address information you can add the contacts that work at the company location. This will also apply the address location to the contacts. Contacts The contacts module displays a list of all your business’s contacts. You can enter in their name, title, company, source of contact, address, which account manager is assigned to a contact, and methods to reach the contact (such as phone numbers and email addresses). For more detailed information about the contact, you can view the follow up dates, quotes, invoices, documents, and notes associated with them. Quotes The Quotes module allows you to manage quotes for each customer or prospect. You can view the status of the quote and when it was last updated by the salesperson, and can quickly add line items with an easy-to-search product selector. And to make the flow from a quote to an invoice as smooth and efficient as possible you can create an invoice from a quote. Invoices The Invoice module is used to track invoices sent out to customers and the status of them. You can apply as many payments as needed in the Payments tab, and can view the amount due on the bottom right. And if there are any documents that you’d like to store with the invoice, you can do so in the Documents tab. Reports The Reports module is used to run reports on the data in your application in a centralized location, and already has included an accounts receivable report and a sales report. You can select the criteria you want for the report before running it, such as date range, customer, etc., that way you can slice and dice your data to get the answers you were looking for. And the reports themselves are interactive, allowing you to view the details of an invoice as needed. Setup The Setup module is a place for administrators to enter data needed to support the main modules. The setup modules are: Preferences: Allows you to input application-wide settings, including the information of your company, such as your address and logo. The logo will appear on the top right corner of every screen in the application. Products: Allows you to manage the products that you sell to your customer. Users: Allows you to manage the users of the application, including their access privileges. Conclusion FM Quickstart is a free FileMaker CRM that’s fully customizable and works out-of-the-box with 8 main modules to support your contact and invoicing needs. To begin your custom application journey, please visit our FM Quickstart website to download a copy of the template. It is a free download and has been optimized to run on the latest version of FileMaker. And to learn more about the FileMaker 17 platform, check out our FileMaker 17 Overview article. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  5. DB Services

    FileMaker Gmail Integration

    FileMaker Gmail Integration In 2016, Google announced that Gmail has over 1 billion monthly active users. Many companies even leverage Gmail to set up accounts using their company domain name. If you have a FileMaker CRM, or are wanting to have one, adding your email correspondence will help improve the visibility you have over communications with contacts. In this article we will demonstrate how you can import your HTML emails from Gmail directly into your FileMaker system.  Creating a Free Developer Account The first step of this integration is to create a project in the Google Developers Console if you do not already have one. Once you have created a project, you will then need to enable the Gmail API. Once it is enabled, go to the menu and go to APIs & Services > Credentials. We will need an OAuth 2.0 client ID and secret. If you have not done this before, you will need to create these credentials and set up the OAuth consent screen. We will be using HTTP requests, so you will want to mark that the API will be accessed via a web browser client. You will also need to set the redirect URI to https://dbservices.com or any valid website that will not redirect to something else. This is only used as a landing page for authentication and does not need to be anything special. Once the Client ID has been created, copy the Client ID and Client Secret into your solution. Keep your client secret hidden from the world as the combination of the Client ID and Client Secret will be used to authorize your solution to access the end user’s account. Authenticating with Google and OAuth 2.0 Once you have your API information, you will need authenticate your solution with the Gmail API. Google provides an OAuth 2.0 playground to view how to authenticate, or you can reference our sample database which accompanies this article. At a high level, in order to authenticate your solution, place the user into a web viewer at the API authentication endpoint. This will prompt the user to log in with their own credentials and choose the account to allow your solution to make the connection. Once they have agreed, they will be sent to the address specified in your redirect URI that was passed in the authentication request. When the user is redirected to the new address, the address will now have a URL encoded parameter, which will be the code needed for the next step. Set Variable [ $code ; Value: "https://dbservices.com/?code=058baec5-cfd7-42ae-b3ea-c0683fa4b6b5" ] Once you have extracted the code, you will use the code provided, along with your ID and secret to get your access token which will be used to make any API requests. Making Requests and Parsing the Response Before you make requests to the Gmail API, it is important that you understand JSON and cURL. Importing emails from Gmail requires 4 main requests: List Messages, Get Message, Get Attachment, and Modify Message. The List Message request will be needed to pull all messages based on the query provided. For example, you can find all emails after a certain timestamp by using the following: Set Variable [ $cURL ; Value: "-X POST --header \"authorization: Bearer XXXXXXX\"" ] Insert from URL [ Select ; With Dialog: Off ; $result ; ""https://content.googleapis.com/gmail/v1/users/me/messages?q=after%3A" & $startTimestamp" ; $cURL ; Do not automatically encode URL ] Keep in mind that the timestamp will need to be formatted for UNIX. Once a successful request has been made, a JSON-encoded response will be returned with the list of message IDs. You will then be able to use the function JSONGetElement() to pull any information out of the response that you wish. { "messages": [ { "id": "1234567890", "threadId": "8675309" } ], "resultSizeEstimate":1 } For example, you can get the ID by using the following function: Set Variable [ JSONGetElement ( $result ; "messages[0]id") ] Now that you have the ID of the message, you can use the Get Message request, which will give you the details of the message. Some messages will include an attachment ID, which you will then need to use the Get Attachment request. Finally, if you need to mark the message as read, or archive it, or just change where the message is located, you will need to use the Modify Message request. The Modify request is a little different from the others as it is a POST rather than a GET, so you will have to pass the extra information as JSON in the cURL options. Set Variable [ $cURL ; Value: "-X POST --header \"authorization: Bearer XXXXXXX\" --header \"Content-Type: Application/json\"" --data @$modifyJSON" ] Insert from URL [ Select ; With Dialog: Off ; $result ; "https://www.googleapis.com/gmail/v1/users/me/messages/" & $messageID & "/modify" ; $cURL ; Do not automatically encode URL ] I strongly suggest taking a look at our accompanying example file as certain portions of the API can be a bit tricky. For instance, pulling the details of the message is a little complicated and you will need to implement loops to traverse through the response to grab the specific information that you need. Conclusion Integrating your FileMaker app with Gmail will greatly improve your business’s visibility over communication with your company’s contacts. Feel free to contact us if you need further assistance or to discuss getting your Gmail account integrated with FileMaker. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Gmail Integration Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  6. DB Services

    FileMaker 17 Starter Solutions

    FileMaker 17 Starter Solutions The FileMaker Starter Solutions are here for you to start your journey in developing your dream application. FileMaker comes with 6 Starter and 16 Sample templates that assist in starting a new application and allow you to customize it to your business needs. The Six Starter Solutions are: Assets Contacts Content Management Inventory Meetings Tasks The 16 Sample Solutions are: Assets Contacts Content Management Estimates Event Management Expense Report Inventory Invoices Meetings Personnel Records Product Catalog Projects Research Notes Resource Scheduling Tasks Time Billing The 6 starter solutions are simple and a great springboard to create new FileMaker apps to manage your business. If however you need more advanced solutions, check out the 16 sample solutions. They have more features than the starter solutions, and may ultimately be a better fit for your business needs.  Difference From Past Years All 6 Starter Solutions have been designed with Universal Touch theme. The new theme includes a variety of styles so you can more easily combine the different styles in the same layout. And when you install FileMaker Go on your iPad/iPhone, it comes with 4 sample solutions: Contacts, Event Management, Invoices, and Projects. To modify the FileMaker Go solutions you will need to email them to your desktop and make changes in FileMaker Pro Advanced. Creating a New Application To create a new starter solution, simply open FileMaker Pro Advanced and the launch center will come up. If you don’t already own FileMaker, you can download a free FileMaker Trial to give the templates a try. From here go to Create New. You can choose one of the 6 Starter Solutions or you can scroll down to the samples to view the 16 Sample templates. The starter solutions are designed for the desktop, but can be accessed on an iPhone, iPad, or Webdirect. If you would like layouts customized to iPhones, iPads, or WebDirect, check out the sample solutions. Let’s take a l0ok at the 6 starter solutions. Assets The Assets starter solution is designed to track office assets, where the assets are purchased, and who is using them. Once the information is put in, the name, type, purchase date, price and used by date are at the top of the page for improved readability. Meetings The Meetings starter solution is used to track meetings, along with setting agenda topics and assigning action items for each meeting. The meeting information is presented at the top of the page for improved usability. The starter solution gives you a tab on the right to write down any notes you may have for the meeting and also put it at the top of the page. The starter solution also includes the topics and action items tabs to put in information but with a different layout to make it easier to navigate. Contacts The Contacts starter solution is used to manage personal and business contact information for several individuals. Below the picture you are able to input the contact name and job title and to the right you are able to enter and view additional information such as addresses and phone numbers. Once this information is put into the template, the contact name and company displays at the top for usability. Content Management The Content Management starter solution is used for collecting and organizing documents, images, music etc. At the top of the page it displays the name, the type of product/service, the status of it, and the location of it. This new addition makes it easier to quickly identify the record you are looking at. Inventory The Inventory Starter Solution can be used to manage inventory levels of products and supplies, along with tracking part numbers, transaction history, and more. The template has made significant changes by first changing where the information in inputted. The three tabs are for the part, the cost of the part, and the stock of it. In the part tab it gives the option to put in the part number, barcode, description, location and date. With the cost tab you can calculate the unit cost and unit price, along with making it taxable. Below the category line is a stock button that can be used to order more of the product/part. Once all the information is put in, the name, part number, units on had, and availability is displayed at the top of the page to alert you of the part’s current status. The Inventory Starter Solution is a great starting point for creating an inventory module as it contains only 2 tables: products and inventory transactions. Tasks The Tasks starter solution can be used to track tasks and the priority, status, and due dates of those tasks, and you can add as many assignees to the task as you wish. Any attachments are added to the right of the assignee with a description of the attachment available. Below the attachment is the overall description of the task. After all this information is put in, the task, status of the task, category and due date are displayed at the top for ease of use. Conclusion FileMaker has continued to improve upon the starter solutions from years past to make it easier for you to create your own solution, and with now 6 starter solutions to compliment the 16 sample solutions, you have more options than ever before. If you are looking for a CRM and the starter solutions are not fitting your business needs, check out our own template, FM Quickstart. It is a free download and has been optimized to run on the latest version of FileMaker. And to learn more about the FileMaker 17 platform, read our FileMaker 17 Overview article. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. 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  7. DB Services

    FileMaker 17 Overview

    FileMaker 17 Overview A new and exciting version of the FileMaker platform is here! 2018 marks over 33 years in business for FileMaker, Inc. In a collection of articles, we review what’s new in the FileMaker platform, specifically the features for FileMaker Pro Advanced 17, FileMaker Server 17, FileMaker Go 17, along with FileMaker Cloud. Below you will find an overview of our favorite features with links to our more in-depth articles and example videos. What’s New? New features includes native support for Found Set Portals, redesigned layout tools, multiple email attachment support, and create directories option when saving files. New mobile features include Local Notification support, auto-complete data entry improvements, keyboard shortcut support, sensor function support (battery, location, altitude, speed, acceleration, magnetic, steps, air pressure), and drag and drop via iOS split screen. FileMaker User Licensing is the default licensing moving forward. This is similar to FileMaker Licensing for Teams (FLT) and includes FileMaker Pro Advanced as the default client. You can now install up to 3 FileMaker Servers for more flexibility for deployment and testing servers. You will also receive a single license key for all products. Overall welcomed simplicity to licensing. The new FileMaker Data Migration Tool allows you to migrate your data from one version of your application to another saving you hours when deploying a new version of your FileMaker application. FileMaker Server on premise now includes a new admin console interface similar to the FileMaker Cloud (via Amazon Web Services) and the official release of the FileMaker Data API (RESTful API) with support to upload data into container fields and run FileMaker scripts. FileMaker Cloud for Amazon Web Services (AWS) running CentOS Linux continues to improve and has reached parity for new features supported by FileMaker Server 17. You must have annual licensing in order to use FileMaker Cloud. FileMaker 17 Trial is now for 45 day, giving you more time to check out the product when building a custom application up from 15 days. FileMaker Pro Advanced 17 FileMaker Pro Advanced is the default client moving forward, and while the advanced tools are off by default, you can easily turn them in preferences by selecting “Use Advanced Tools”. FileMaker is a well-rounded platform and this release provides improvements to create custom apps such as improved layout design tools, improved usability, and enhanced security, allowing you to build more sophiscated applications faster than ever before. Create Custom Apps Upon launching FileMaker Pro Advanced you now see from the File menu a Create Window option that provides you a way to begin with either a Blank application, Converting data to a New Application, or Learn more with a link to the new FileMaker Custom App Academy. You can also begin with a starter application or sample application. The new starter applications include Assets, Contacts, Content Management, Inventory, Meetings, and Tasks and all include a good foundation for new applications. The sample applications are the same as prior versions and include Assets, Contacts, Content Management, Estimates, Event Management, Expense Report, Inventory, Invoices, and Meetings, Personnel Records, Product Catalog, Projects, Research Notes, Resource Scheduling, Tasks, and Time Billing. Add-On Tables In addition you can now add Add-on Tables to your custom apps. Quickly add a common feature which inserts a table, relationship, and portal to the screen for common modules you may want to add in your custom FileMaker applications. The Add-on Table list includes Action Items, Addresses, Attachments, Companies, Email Addresses, General Info, Inventory Transactions, Notes, People, Phone Numbers, and Topics. The relationship graph also now shows on the right the text, “If you add a portal to a layout and choose New Add-on Table, new table occurrences are created here for you. Or you can work with the relationships graph yourself. For guidance on creating relationships, see the Custom App Academy.” With Add-On Tables we see great potential in the FileMaker Platform for building more rapid applications and potentially bolting on third party products. See FileMaker Add-On Tables in action as Kevin Boehle shows you in a video. Found Set Portal You can now display the current found set of records in a portal without any extra programming or the need to create a self-join relationship to your table. No additional relationship will be added to your relationship graph. Learn about the FileMake Current Found Set Portal in detail as Nathan Kiefer walks you through the feature in a video Redesigned Layout Tools You can now work with objects in a group without ungrouping them, allowing you to resize, move, and format individual objects that are in a group without the laborious process of ungrouping them first then later regrouping the objects. The Inspector window and Field Picker have been improved so they are no longer floating windows by default allowing you to use the tools more easily especially with multiple monitors as you create and edit layouts. Field Picker The Field Picker can be resized, great if you are using long field names so you can easily see the fields. Also there is a new Control Style options you can set before dragging a field to a layout so the field appears as desired. Options include Edit Box, Drop-Down List, Pop-Up Menu, Checkbox Set, Radio Button Set, Drop-down Calendar, or Concealed Edit Box. In addition, The Layout Objects window introduced in FileMaker 16 is now a part of the Field Picker allowing you to toggle between Fields and Objects. Inspector Window The Inspector Window now anchors to the right of your window in layout mode and allows you to toggle your views between Position, Styles, Appearance, and Data. You can still create additional floating Inspector Windows if desired. Universal Touch Theme A new Universal Touch theme is available that is used by starter applications and add-on table, designed to be simple and work well with iOS apps. The neutral color palette should allow you to customize the theme easily by adding your desired colors to a few styles quickly. Multiple Email Attachments When sending email directly from FileMaker you can now attach multiple files to the email. The Send Mail script step allows you to insert multiple paths to send multiple files. In prior versions you had to use a third party email plugin to automate sending an email with multiple attachments. Create Directories Option Script steps that export or save files now include a Create Directories option. In prior versions you had to manually create the folders using a third party plugin and now FileMaker will allow you to do this very easily. Now you can save a PDF or Excel spreadsheet to a subfolder on a user’s desktop and have FileMaker create that subfolder. Copy and Paste Custom Menus You can copy and paste custom menus from one file to another. Developers will rejoice who have built up custom menus as part of their solutions or have multiple files that you wish to streamline custom menus across. Show Custom Dialog You can now use variables for input fields in custom dialogs. When specifying the input field you can now select variable as the value. No longer will you have to use a global field and now you can use simple variables you define in your script. Account Lockout Users who fail to log in to a hosted file local account several times will be locked out of the application for several minutes. This will help prevent brute force attacks on FileMaker Servers. FileMaker Pro Advanced Technical Specs FileMaker Pro Advanced 17 is supported on Windows 10 Pro and Enterprise, Windows 8.1 Standard and Pro, Windows 7 SP1 Professional and Ultimate, macOS High Sierra 10.13, and macOS Sierra 10.12. FileMaker Go 17 FileMaker Go is for iPad and iPhone users and has all the features provided in FileMaker Pro Advanced plus specific iOS features listed below, except for developer tools. You need FileMaker Pro Advanced on your desktop to build your application. The new version of FileMaker Go 17 is available in the App Store. Local Notifications A new script step Configure Local Notification is now available that allows you to display a notification alert to an iOS device when FileMaker Go is not running or is in the background. You can queue or clear a local notification for an iOS device. Learn about FileMaker Push Notifications as Kiyan Allaei demonstrates how to use the new Configure Local Notification script step in a video. Sensor Functions You can now return the value of a specified sensor for an iOS device using the GetSensor( ) function. Available sensors include Battery, Location, Attitude, Speed, Acceleration, Magnetic, Step Counts, and Air Pressure. Learn about FileMaker Sensor Functions as Armen Nahapetian demonstrates how to use the new GetSensor script step in a video. Auto-Complete Data entry in FileMaker Go will be as easy as doing data entry on FileMaker Pro Advanced as you can now add values from a value list using auto-complete. Even if you’re not using auto-complete and have large value list you will see improvements. This is a great welcome to mobile customers using FileMaker Go. Keyboard Shortcuts Users who use Bluetooth keyboards when working with FileMaker Go now have common keyboard shortcuts available like Find Mode. Hold down the Command key and you will see all the shortcuts available. Available shortcuts include New Record, Duplicate Record, Delete Record, Omit Record, Show All Records, Find Mode, Modify Last Find, Sort Records, Print, Close Window, Help, and Launch Center. A great addition for power mobile users. Drag and Drop From within the FileMaker Go application via split screen you can drag and drop an image, file, and text data. For those who utilize split screen this will create a better user experience between your application and other apps you use. You can drop from FileMaker Go to other applications if they support drag and drop too. FileMaker Go 17 Technical Specs Requires iOS devices running iOS 11.2 or later on the iPad or iPhone devices. FileMaker Server 17 FileMaker Server is known for its ease-of-use and ability to run without any problems. The newest version focuses on an entirely new admin console interface, performance improvements, security updates, and many enhancements related to the FileMaker Data API, FileMaker Admin API (beta), and the FileMaker Server Admin Console. FileMaker Data API Official The future of FileMaker Custom Web Publishing is now live and no longer in beta supporting new features such as uploading containers and calling FileMaker scripts. FileMaker continues to support the FileMaker PHP API for Custom Web Publishing (via Command Line Interface only) and has been clear to developers for over a year that your web apps should be built using the new REST API. Learn more about the Official FileMaker Data API as Mason Stenquist goes in depth about the Official FileMaker Data API in a video. FileMaker Server Admin Console The FileMaker Server Admin Console has been redesigned with a more responsive, simpler user interface. The interface looks similar to the FileMaker Cloud interface and is much more responsive than the previously-built-on-Java admin console, embracing modern responsive web design via HTML and Javascript. New notifications allow you to easily see messages from the Admin Console. See the simplicity of FileMaker Server 17 Admin Console as Kaz McLamore shows you what to expect in the new FileMaker Server 17 Admin Console in a video. FileMaker Server Admin API The FileMaker Server Admin API allows administrators to create a web interface to manage servers. The FileMaker Server Admin API was previously only available on FileMaker Cloud but is now available for on-premise FileMaker Servers and is in beta till September 27th, 2019. Learn about the FileMaker Server Admin API by checking out a previous article when the FileMaker Server Admin API was released for FileMaker Cloud as Mason shows you how the new FileMaker Server Admin API works with FileMaker Cloud in a video. FileMaker Server 17 Technical Specs Compatible with Windows Server 2016 Standard Edition, Windows Server 2012 R2 Standard with Update Microsoft KB2919355, macOS High Sierra 10.13, and macOS Sierra 10.12. If you’re on Windows Server 2008 it’s a good time to think about moving to FileMaker Cloud. WebDirect browser support includes Safari 11.x, IE 11.x, Microsoft Edge 41+, Chrome 64+. Mobile browsers Safari on iOS 11.2 minimum and Chrome 64 on Android 7.x. Note that Firefox is not on the list of supported browsers. FileMaker Cloud FileMaker Cloud was initially released in September 2016 and is a great product for most customers to consider especially if you need to replace your current server hardware! This new product is available ONLY through Amazon Web Services (AWS) and gives you FileMaker Server in minutes. FileMaker Cloud is fast, lowers long-term maintenance, and is secure. FileMaker Cloud 1.17 will support most of the features of FileMaker Server 17. This is the first release in which FileMaker Cloud is on parity to FileMaker Server 17 upon release. The FileMaker Data API is no longer a trial for FileMaker Cloud. Read about FileMaker Cloud 1.16 released in November 2017 for AWS from Kiyan Allaei . FileMaker Data Migration Tool Going from a development version of your application to a production version now has gone from days to hours, and from hours to minutes with the new FileMaker Data Migration Tool. For customers with large amounts of data this is a huge deal. Learn more about the FileMaker Data Migration Tool as Ethan demonstrates in a video and includes a download file to make the tool easy to use for you. FileMaker User Licensing As of launch of FileMaker 17 there is a new licensing model in place. FileMaker’s goal is to continue to create simplicity in understanding licensing for new and existing customers across all the products in the platform. Just count the number of users who will access your FileMaker application and that is number of seats you need to license your app. Users can use the entire platform and administrators can now deploy FileMaker Server up to 3 times. No longer can you buy just an individual product; instead users have access to the entire FileMaker platform. As one of the top FileMaker Partner Resellers in the world, Jared Ellison will set your expectations for FileMaker User Licensing as he discusses the new and improved licensing and how customers immediately transition to FileMaker User Licensing. Summary The FileMaker platform continues to be the leader in creating innovating powerful custom applications for organizations all around the world and works seamlessly across Windows, Mac, iPad, iPhone, and the web. The new release of FileMaker 17 platform further emphasizes this. FileMaker Go continues to give the platform a competitive edge and this version has many updates related to iOS. Organizations can create innovative and rapid custom applications for iOS with infinite ROI. Creating prototype applications on the iPad and iPhone is a matter of hours not months. FileMaker 17 is a great release and has features everyone can benefit from. We look forward to building innovative custom applications using the new tools for Mobile, Web and the Desktop. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  8. DB Services

    FileMaker Go Push Notifications

    FileMaker Go Push Notifications With the release of the FileMaker Go 17, you can now create a push notification on the user’s iOS device. This script step gives you the ability to not only customize the push notification, but also to run scripts after the user interacts with the notification. Previously there was no way to notify the user if FileMaker Go was either running in the background or closed entirely; however, since iOS provides “local notifications” you can now set up notifications to be triggered at a certain date or time or even if the user’s device comes within range of an iBeacon. Let’s take a look at how you can set up push notifications using FileMaker Go. How to Set Up a Notification There are two main choices in the Configure Notification script step; “Queue” and “Clear”. The “Clear” option allows the developer to specify the name of the notification that will be deleted in the form of a calculation. The “Queue” option does the opposite, configures a local notification based on several specified settings Notification name Script triggered on notification interaction Timed delay for when the notification will trigger Title of notification Body text of notification Button labels (maximum of 3 buttons) Setting buttons to bring application to foreground The same script will always trigger regardless of which button is selected; however, the script parameter will be set to a return delimited list, with the name as the first value, the button label as the second value, and a Boolean representing whether or not the application was brought to the foreground. Here is an example of the Configure Notification script step, that has two buttons set up, with one bringing FileMaker Go to the foreground and the other leaving it in the background. The notification created in this example will return the following list if the second button is selected. If notifications are disabled on the iOS device, the notifications will not appear, and the triggered script will be given the parameter “NotificationNotAllowed”. If notifications are enabled and the user presses the notification itself and not one of the options, the triggered script will be given the parameter “NotificationSelected”. What If FileMaker Go is in the Background? Since notifications will often appear when FileMaker Go is not in the foreground, there are different behaviors that will occur based on the status of the application. If Go is not running when the user interacts with a notification that triggers a script, Go will launch and run its regular startup process before running the triggered script. If the user dismisses the notification and there is no triggered script, Go is not launched. If Go is running in the background but not closed, re-authentication may need to be done based on the file’s security settings before any triggered scripts can run; if re-authentication fails, Go will not launch. By default, Go will be brought to the foreground when a script is run; however, if specified, triggered scripts can run on the application without bringing it to the foreground. Apple’s guidelines state that the application only needs to be moved to the foreground if there is required user action, if not it is best to keep the app in the background. Conclusion The ability to set local notifications in FileMaker now enables us to grab users’ attention even if they are not using FileMaker Go. You can notify users at a specified date and time or if they come within range of an iBeacon or geofence. Using push notifications can help streamline users to where they need to be, saving them time and eliminating the need to create outside reminders for daily tasks. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download Push Notifications for FileMaker Go Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  9. DB Services

    Official FileMaker Data API

    Official FileMaker Data API In FileMaker 16 we were introduced to the trial version of the FileMaker Data API, but with 17 the Data API is now live and ready to take the place as FileMaker’s Custom Web Publishing technology of choice. With the removal of the ability to control the PHP or XML API from the FileMaker Server Admin Console and only allowing you to enable/disable it via the command line, it’s pretty clear that FileMaker sees the Data API as the future. The 2 biggest additions to the Data API are the ability to run scripts and the ability to upload directly into a container field, but they’ve also completely modified every single call from the trial version. Most of the changes are small, but they are worth going over, and you’ll want to update before September 27, 2018 as that is when the trial of the Data API expires for FileMaker Server 16.  Data Available per User The amount of data you’ll have available is 2 GBs per user, per month, and will be shared and tracked annually. You can view your current data usage on the FileMaker Server Admin Console. Keep in mind that transferring lots of container data could use your data faster. Enabling Data API To use the Data API, you’ll need to enable it in a few places. First, you’ll need to enable it in the admin console. Once logged in you can find the setting under Connectors > FileMaker Data API. You’ll also have to enable the privilege set for the account you’ll be signing in with and ensure it has “Access via FileMaker Data API – FMS only (fmrest)” checked under file > manage > security. Auth Changes The FileMaker Data API now uses a more standardized authentication method. You’ll still have to get a session token from FileMaker that is good for 15 minutes, only instead of passing the username and password as in your post body, you’ll need to send them as a basic authorization header where the username and password are base64 encoded. You’ll also have to send an empty JSON object in the body. -X POST https://{{server}}/fmi/data/v1/databases/{{database}}/sessions -H 'Authorization: Basic YWRtaW46cGFzc3dvcmQ=' -H 'Content-Type: application/json' -d '{}' Results: { "response": { "token": "41a699b37017c9fa10d140e4bf820727f57b2447036dcdd821" }, "messages": [ { "code": "0", "message": "OK" } ] } You can download Postman to test API calls, which is the tool used in this article’s video. You can also download the Postman collection at the bottom of this article to help you get started making REST calls. Each additional call to work with the data will require that you pass the token in the header. Instead of using the custom FM-Data-token headers now, you’ll use standard Authorization headers, and you’ll now have to prepend “Bearer” before your session token. -X GET https://{{server}}/fmi/data/v1/databases/{{database}}/layouts/{{layout}}/records -H 'Authorization: Bearer 41a699b37017c9fa10d140e4bf820727f57b2447036dcdd821' Data API Scripts You can now run a FileMaker script using the Data API, which is crucial to making an awesome web solution work with FileMaker, but there are some quirks to keep in mind. For instance there is no Run Script command; instead, you can call up to 3 scripts per request: Pre-request Pre-sort After-sort And you can only run scripts for the following commands: Create Record Delete Record Get Record Get Records Find Records We recommend that you use the Create Record command when you want to run a script, and create a record in a log table to keep track of all the script commands that are coming into your FileMaker system. The other issue with running a script from some of the other commands is that if you do not find any records, your script and pre-sort script will not run. The pre-request script would still run though. Uploading Into Container Fields A new trick that FileMaker has learned, that no previous Custom Web Publishing API could do, is upload directly into a container field. With past APIs your best bet was to upload to your web server and then send the url location of the upload and have a FileMaker script Insert from URL that location. Now you can upload directly to a container field. To do so you’ll need to post the data to a URL that specifies the layout, record, container name, and container repetition. This is also the only API call that requires the content-type header to be set to multipart/form-data. And finally the cURL key name needs to be “upload” -X POST https://{{server}}/fmi/data/v1/databases/{{database}}/layouts/{{layout}}/records/{{recordId}}/containers/{{containerFieldName}}/{{repetionNumber}} -H 'Authorization: Bearer 41a699b37017c9fa10d140e4bf820727f57b2447036dcdd821' -H 'content-type: multipart/form-data' -F 'upload=@C:\Users\Administrator\Pictures\test.png' Responses The responses have changed a bit too. As you can see below, in 17 the response now puts all data in response.data, and error codes are now located at messages[0].code implying you could have multiple errors returned. FileMaker 16 { "errorCode": "0" "data": "[{ "fieldData": { ... }, "portalData": { ... } }, "modId": 2, "recordId": 123 }]" } FileMaker 17 { "response": { "data": [ { "fieldData": { ... }, "portalData": { ... }, "modId": 2, "recordId": 123 } ] }, "messages": [{"code":"0","message":"OK"}] } It will also now always return a message whether there was an error or not and will return “OK” if there were no errors. Grouping the data and messages this way helps to separate things a bit nicer and gives more flexibility to add additional metadata in the future such as field and layout information which was available in previous CWP APIs. Why All the Changes? Although the FileMaker Data API has changed quite from the trial, the changes help make the API similar to the Admin and Cloud API, making it easier to learn them all. Also the addition of the v1 in the URL paths is important for ensuring FileMaker is able to make changes in the future without breaking existing integrations, and simply have new integrations use the v2 path etc as new versions are released. By moving everything towards industry standards it makes it much easier to have web developers integrate with FileMaker as they don’t have to learn a custom API–they just use the same restful API calls they use to integrate with any other software out there–which will ultimately result in better and more web integrations. Conclusion Now that the FileMaker Data API is officially live, we recommend using it for all future web integrations. You should also consider switching current web integrations over to the Data API as the XML and PHP APIs will likely be deprecated in future versions. Contact us if you need help integrating with the Data API. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Data API Postman Collection Please complete the form below to download your FREE FileMaker Data API Postman Collection. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  10. DB Services

    FileMaker User Licensing

    FileMaker User Licensing As of FileMaker 17 a new and improved licensing program called FileMaker User Licensing is available. FileMaker is no longer selling individual products; instead they are selling the entire platform for users. As FileMaker Growth Partner of the Year for the Americas we are one of the top FileMaker Partner Resellers in the world. Here we provide you with what to expect with the new FileMaker User Licensing program. FileMaker User Licensing requires a minimum of five users to purchase. Any customer can now add users in increments of one, before you had to add users in packs of five users. FileMaker’s previous default licensing program, FileMaker License for Teams (FLT), has been replaced along with the Legacy Licensing programs AVLA, VLA, AFLT, and FLT. All customers will be immediately transitioned to FileMaker User Licensing when your license keys arrive via email. FileMaker User Licensing comes with the entire FileMaker Platform: FileMaker Server, FileMaker Pro Advanced, FileMaker Go, FileMaker WebDirect, and the FileMaker Data API. All customers will receive a single license key for each contract and the license key will not change from version to version. You will be able to install up to 3 FileMaker Servers with FileMaker User Licensing. Great for customers who have multiple servers and utilize testing servers and/or backup servers. Only 1 FileMaker Server can be used for FileMaker Cloud. FileMaker Cloud hosting must be done on annual licensing, as it will not work on perpetual (bought outright) licenses. User pricing is tiered based on 5-9 users, 10-24 users, 25-49 users, 50-99 users, 100-249 users, 250-499 users, and 500+ users. Some customers may save money, while others may pay more based on user count. Perpetual licensing is still available though not recommended for most business cases and is 3x the price of Annual licensing. Along with FileMaker User Licensing, Concurrent Connection Licensing and Site Licensing continue to be available and have been updated. The new license program brings simplicity, the biggest being that FileMaker Pro has been replaced with FileMaker Pro Advanced for all users. For those who currently have a FileMaker License contract, you will automatically update to the new licensing programs and will be receiving the new FileMaker User Licensing download links, license keys, and new FileMaker License Certificate for FileMaker Server installations via email. FileMaker Pro Advanced FileMaker Pro Advanced is the only desktop offering moving forward. FileMaker Pro is no longer an option, so everyone has access to FileMaker Pro Advanced developer tools. To make this offering more exciting, FileMaker Pro Advanced works both online and offline unlike FileMaker Licensing for Teams with FileMaker Pro. What is a User A user is a unique person who will access the FileMaker Platform. They can use or create FileMaker apps on an iPad, iPhone, Mac, Windows, or the Web. With user licensing, FileMaker is moving away from only offering 5 user packs and you can increment 1 user license after starting at 5 users. If you currently have a FileMaker license, you will automatically transition to the new licensing program. Existing Customers Transition FileMaker Licensing for Teams (FLT) and FileMaker Volume Licensing (VLA) customers will be transitioned to the new FileMaker User Licensing when your license keys are sent via email. With FileMaker User Licensing you get 3 servers with it as well. License Keys With your license for FileMaker 17, you will only get 1 license key for all the product installations and it will not change for each release. If you have multiple contracts you will receive a key for each contract, but we will work with you to merge the contracts into 1 as your contract comes up for renewal 90 days out. You will need to download and install the FileMaker License Certificate for each FileMaker Server when installing or changing the number of users licensed vs entering in a new license key as in the past. So remember to also download the FileMaker License Certificate which is an encrypted form of the Customer FileMaker License Agreement from the Electronic Software Download (ESD) page when preparing to install FileMaker Server. Concurrent Connection Licensing Concurrent connection licensing is 3x the price of regular FileMaker licensing. Ideal for when you have anonymous or occasional users of your FileMaker system. You get 1 FileMaker Server plus the amount of concurrent connections starting at 5 connections. You can put the concurrent connections on either a regular server or a cloud server as long as you have annual licensing. Anonymous users cannot use FileMaker Pro Advanced; therefore, they will have to access their FileMaker application through FileMaker Go and/or FileMaker WebDirect only. For those of you that have FileMaker Pros and a FileMaker Server with 10 concurrent connections, you will get 2 license keys, one for FileMaker Concurrent Licensing and one for FileMaker User Licensing. The user licensing can be used on the concurrent connections server without taking away any connections. This will allow you to just use 1 server instead of setting up multiple servers. With Concurrent Connections Users, you cannot have these users use the FileMaker User License server unless you buy a user license for each of these users. Site Licensing Site licensing is very similar to how it was before, defined by the total headcount (full-time employees, part-time, and contractors in your organization), not just by who uses FileMaker, and starts at 25 seats. One thing to take into consideration is that the EULA states that you must maintain compliance with your headcount number. If the headcount in your organization exceeds the site license count by 10% or more at anytime during the term of your contract, you must add new seats immediately. You also get as many FileMaker Servers as the total headcount including FileMaker Cloud. That’s alot of servers and a technical change in the EULA which used to say unlimited FileMaker Servers. Site Licensing saves many organizations money when organizations have a headcount over 15 and most of the organization uses the FileMaker platform. Site Licensing is NOT available on the FileMaker Store. Call us for a quote for Site Licensing if most of your organization uses the FileMaker platform. FileMaker Data API The FileMaker Data API is the default way to build custom websites that push or pull data from FileMaker Server and is different then FileMaker WebDirect. With the FileMaker Data API, you are allowed an unlimited data transfer amount of inbound API calls (calling other websites from FileMaker Server). For Outbound API Calls (calling the FileMaker Server from other applications) you have a shared annual data transfer limit. It is calculated by multiplying the number of users licensed, or concurrencies, X 2GB per month X 12 months to get the Shared annual data transfer amount allowed. So each user will give you 24GB of data that is shared. That’s quite a bit of data. If you are wanting to add more data, contact us or your FileMaker Sales rep directly for a quote. FileMaker Shared Hosting FileMaker Shared hosting customers will find that after installing FileMaker Pro Advanced 17 you will not be able to connect to your FileMaker Shared Hosting provider. The last supported client version for shared hosting is FileMaker 16 as FileMaker only supports two versions back. You will see a message when bringing up the host, “The host does not support this version of FileMaker” as the FileMaker EULA (End User License Agreement) no longer allows shared tenants for FileMaker Server as of FileMaker 14. Contact us to get a quote to move you to your own FileMaker Server or a FileMaker Cloud Server on the leading cloud provider Amazon Web Services (AWS). Price Protection You have price protection for up to 1 year (May 2019) from the launch of FileMaker 17 User Licensing to renew at your previous license program rates. You have the same options to renew for 1, 2, and 3 years. When renewing for 2 years you get 10 percent off and for 3 years you get 20 percent off. If you need to downgrade, you will receive up to 3 servers via a downgrade too. Summary The new and improved FileMaker User Licensing program makes understanding FileMaker Licensing easier and provides more convenience to you moving forward, as you get the entire platform at your disposal instead of individual products. If you have multiple contracts you will receive multiple keys so consolidating your contracts is always recommended and we can help you consolidate contracts. Contact us if you have any questions and we will help guide you to the best FileMaker Licensing for your FileMaker application use case. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
  11. DB Services

    FileMaker Go Sensor Functions

    FileMaker Go Sensor Functions In addition to being a leader in Rapid Application Development, FileMaker empowers developers to creatively implement solutions for a wide variety of business cases. FileMaker engineers have expanded the developer’s toolbox by incorporating access to the internal sensors of iOS devices for FileMaker Go users. The dynamic single GetSensor function takes one of 19 primary parameters and returns in real-time data from the accelerometer, gyroscope, compass, or barometer in your device. The Function The parameters that can be used with the new function include: GetSensor ( “batteryLevel”) GetSensor ( “batteryStatus” ) GetSensor ( “location” { ;accuracy; timeout} ) GetSensor ( “locationValues” { ;accuracy; timeout} ) GetSensor ( “attitude” ) GetSensor ( “rotationRate” ) GetSensor ( “accelerationByUser” ) GetSensor ( “accelerationByGravity” ) GetSensor ( “rotationRate” ) GetSensor ( “speed” {; accuracy; timeout} ) GetSensor ( “heading” {; accuracy; timeout} ) GetSensor ( “magneticField” ) GetSensor ( “compassMagneticHeading” {; accuracy; timeout} ) GetSensor ( “compassTrueHeading” {; accuracy; timeout} GetSensor ( “stepCount” {; forPastSeconds} ) GetSensor ( “stepDistance” {; forPastSeconds} ) GetSensor ( “stepFloorsUp” {; forPastSeconds} ) GetSensor ( “available” ) GetSensor ( “airPressure” ) Use Cases There are many practical uses for employing device sensors. The new functions could be used to help track employee activity out in the field or notify a user with a low battery before they attempt to run a lengthy scripted process. Remember that sensor availability varies between iPad and iPhone models! GetSensor (“available”) should be used to validate which sensors are available on a particular device before executing the GetSensor function with other parameters in your custom apps. In our demonstration we incorporate this new functionality to produce a fun, simple pedometer. Conclusion Using this simple but dynamic function you can integrate the sensors in your device with your FileMaker Go optimized solution. Feel free to contact us if you need further assistance or to discuss getting your iOS device’s sensors integrated with FileMaker. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Download FileMaker Go Sensor Database Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  12. DB Services

    FileMaker Server 17 Admin Console

    FileMaker Server 17 Admin Console FileMaker Server 17 has a completely overhauled user interface for the admin console. It’s faster, easier to understand, more powerful, and a whole lot prettier. But beyond these aesthetic improvements FileMaker made quite a few changes under the hood. In this article, we’re going to showcase some of the coolest new features of FMS 17’s Admin Console along with a few tips to help get you started with the new admin console. When you open the new admin console for the first time you might feel a wave of relief wash over you. You can relax, this is normal. If you’ve been using FileMaker Cloud, you’ll find the new admin console refreshingly familiar. If you haven’t, you’ll just find it refreshing. Several under-utilized options have been completely removed from the interface and can no longer be configured here. Most of these options can still be configured via the CLI (Command Line Interface). As we go, I’ll indicate a few places where this has happened. FileMaker’s redesigned dashboard presents more relevant information more quickly than ever before! The new UI is easier on the eyes but perhaps the most underrated improvement is the actual writing. Paragraphs have been replaced by shorter, more readable snippets that explain things briefly and in natural language. If you ever rely on help text, you will find that it is quite a bit more helpful now. Dashboard The first thing you’ll see after a successful login is the new dashboard. Go ahead and take a moment to bask. You’ve earned this. When you’re ready, let’s review. The age-old sidebar has been replaced with a more familiar top-tier nav system. The redesigned dashboard answers your most pressing questions as soon as you open the admin console. How many files are being served? How many clients are connecting and how? Which of these connections count against my server limit? Are we nearing our limits for connections or API usage? Is the server running out of space, memory, or bandwidth? Are there any important server events that I should know about? What’s my server IP and name? See that super cool lookin’ graph in the corner? That’s our new activity widget! The console now shows you a graphical representation of your system statistics and how they’ve changed over time (by default the last 3 minutes). Backups Perhaps the most significant advancement in FileMaker Server 17’s Admin Console is its new backup features and options. The new admin console gives you more control over how your backups are managed, protected, encrypted, and created. The new backups are now independent from other types of schedules and you can run a backup without having to create a server schedule. Automatic Backups FileMaker now automatically backs up all databases once a day and keeps the last seven backups. Want to customize that schedule? Too bad, it’s automatic. This default schedule cannot be changed, disabled, worked around, or ignored. So the good news is that these backups happen automatically and they can’t be disabled or turned off! Yes, you can still create your own backup schedules here too. Back Up Now Great life advice. Also, a new feature! We have On-Demand backups! Click the “Back Up Now” link to immediately back up any files being hosted. By default, any On-demand backups are “protected” and cannot be deleted from the admin console (but don’t rely on this, see below). Manage and Preserve Backups You can use this new backups tab to manage the actual backups themselves too! All of your system backups are referenced here. You can delete, organize, and label your backups. FileMaker Server 17 will also let you preserve a backup, allowing you to keep it indefinitely. By default any On-Demand backups are preserved. If you want to delete a preserved backup, navigate to the preserved backups tab and you’ll be able to delete them after a double confirmation. If you delete the backup directly from the File Explorer (Windows) or Finder (Mac), the backup will still show up in the admin console list until you delete it through the admin console. In other words FileMaker isn’t storing a live link to the file, so best practice is to delete the backup from the admin console. Backups: Other Cool Stuff You can label your backups now! Doesn’t change the file name but categorizing can help keep you organized. Progressive backups can be enabled here and the default interval is 5 minutes. You can change the interval using the fmsadmin command through the CLI. Other Notable Changes FMS no longer supports admin groups. Instead, you can configure a single admin username and password from the administration tab You can now store your encrypted databases in a separate folder dedicated to secure storage. Only secure databases can be placed here. Configure this in the “Folders” section of the “Configuration” tab. The default folder will allow either encrypted or unencrypted files In Closing I hope you’re as excited about the new FileMaker Server as I am! The new user interface will give our eyes a good time, the backups will keep our data intact, and the new console structure will speed up our work by showing more relevant options. If you’ve got a copy of server and want some awesome databases to host there, give us a call! Afficher la totalité du billet
  13. DB Services

    FileMaker Current Found Set Portal

    FileMaker Current Found Set Portal With the addition of the Current Found Set Portal, FileMaker has added the ability to easily create one of the most common trends in modern applications – the Master Detail. The Current Found Set portal is a portal that displays a list of the records in the current found set. It updates as the found set changes, and allows the user to navigate between records in the set simply by clicking on them in the portal. The power and elegance of the Master Detail lies in giving you the ability to quickly choose between a list of options and instantly bringing up the detailed information associated with it without changing windows or views. This allows the user to quickly scan a set of data and navigate through it without having to reload new pages or windows. What is a Current Found Set Portal? FileMaker’s solution to the creation of a Master Detail is through an old stand-by: the portal. However, this portal is special. Instead of referencing a related table, this portal references the current found set. This allows the developer to create a list of the set of records the user is currently looking at on a form view layout. That means, instead of needing to create a list view layout to scroll through a list of customers, you can look through your Master Detail list on a form view layout. Even more useful is that FileMaker has included the ability to click on a record in the portal and have FileMaker navigate to that record within the found set, no additional scripting required. You can now navigate to the customer you were looking for without losing your place in the customer list or even leaving the list at all. No more need to navigate between a list view and a form view to search through records. How to Make a Current Found Set “Master Detail” Portal Creating a Current Found Set portal is much like creating any other portal. Using the portal creation tool, you create the outline of the portal you want and once you release the mouse, you will be prompted to “Show records from:”. You simply select “Current Table ([Table Name])”. Most of the portal options you would usually have (like sorting and filtering) are disabled in the Current Found Set portal – giving you even less to set up. To achieve those effects, you need to sort and filter the found set itself since the Current Found Set portal will only show records from that found set. Using Current Found Set Portals for Clear Find Requests FileMaker’s ability to make find requests can occasionally pose a challenge for some users who may be new to the system or don’t often do manual finds. Especially the concept of and/or finds. One of the interesting use cases for the Current Found Set portal, is it’s ability to track find requests. The portal will display one row for each find request made, just like it would if you were creating new records in a table. This makes it much easier to read the requests made, especially if there are a number of finds that need to be executed at once. Wrap Up Creating a Master Detail with FileMaker’s Current Found Set portal is a great way to modernize your application, and make things easier and faster for the people using the system. Users who find the list view cumbersome to use and avoid their list screens may find that a well-placed Master Detail portal allows them to do their work more efficiently and intuitively. Users will no longer have to navigate between two different views to click through a series of records – they can stay on their screen and in their rhythm. This is especially useful in the modern era, when Master Details show up in many applications users are already familiar with. While the Master Detail does not sound the end for list views entirely (which are still very useful for reports and other goals), the Master Detail does mean that many list views can be replaced with a view that works better for users. Contact us if you would like some help leveraging the power of Master Details in your system. Did you know we are an authorized reseller for FileMaker Licensing? Have any additional questions regarding licensing? Contact us to discuss FileMaker and to get the best licensing. Download FileMaker Current Found Set Portal Example Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Afficher la totalité du billet
  14. DB Services

    FileMaker Add-On Tables

    FileMaker Add-On Tables Creating a new app can be a daunting task for developers, especially those who are just starting out. Fortunately, FileMaker has made it easy to build something new without needing a working knowledge of relational graphs. Creating from the App Library (aka Add-On Tables) allows developers to import modules directly into their application with pre-built tables, fields, and relationships using just a few clicks of the mouse.  How It Works To import an add-on table to a FileMaker application, first add a portal to the layout you want to have the module show up on. Under portal setup, click “New Add-on Table” under the “Show records from” drop-down menu, and choose from one of 11 different types of tables. Each type of table has its own set of associated fields to allow the user to add relevant information to each record being created.When a type of table has been chosen and named, the portal will appear on the layout with all of the relevant fields included. This feature also includes a button, complete with a script used to add new records to the portal for extreme ease-of-use. FileMaker Add-On Tables Attachments Table At the same time, a table is created in the relationship graph linking the relevant field from the base table to the relevant field of the new table (In many cases, this would be the primary key of the base table to the foreign key of the new table) saving the user both the time and the trouble of having to create the relationship themselves. FileMaker Add-On Table Relationship Graph Pro Tip: Add your portal outside of the layout at the top so that you can easily find the new record button that FileMaker automatically adds at the bottom of the portal. Conclusion While these add-on tables and portals are not intended as replacing fully finished apps, or replacing the need to use the relationship graph at some point, they are a great foundation for any user. These templates save the user plenty of time and give them a much simpler way to understand the power of relational data and helps in learning how tables interact with one another. Did you know we are an authorized reseller for FileMaker Licensing? Have any additional questions regarding licensing? Contact us to discuss FileMaker and to get the best licensing. Afficher la totalité du billet
  15. DB Services

    FileMaker Data Migration Tool

    FileMaker Data Migration Tool It’s best practice to work on a sandbox version of a FileMaker database, but historically the FileMaker platform did not offer an out-of-the-box tool to migrate data from a live solution to a new version. This means that developers were encouraged to work on live files or build custom migration scripts; both of these options increase costs, cause significant downtime for maintenance, and disrupted live users. Fortunately, FileMaker now offers a data migration tool that migrates data from one file to another with speeds around 10x faster than a custom script.  Basic Requirements To use the data migration tool, you need three things: the tool itself, the previous version FileMaker file with data (aka the source file), and a clone of the new version FileMaker file (aka the clone file). Once you have those, you need to make sure the following conditions are met: The cloned file doesn’t have any records in it. All the files involved are closed. You have local access to the files with full access accounts and encryption passwords (if applicable). Creating the Command Line With the basic requirements in place, you can begin creating the command that migrates the data. The syntax, taken from FileMaker’s official documentation, is as follows: FMDataMigration 17.0.1 (xx-xx-2018) Description: Migrates all record data from a source FileMaker Pro file to a copy of a clone file. Usage: FMDataMigration -src_path <path> -clone_path <path> [<other options>] -src_path <source file path> -src_account <source Full Access account> (default is Admin) -src_pwd <source Full Access password> (default is blank) -src_key <source decryption key> -clone_path <clone file path> -clone_account <target Full Access account> (default is Admin) -clone_pwd <target Full Access password> (default is blank) -clone_key <target decryption key> -target_path <target file path> (default is source path with " migrated" added) -v (verbose mode) -q (quiet mode) When actually creating your command, you will want to put all of the parameters on the same line. So it will actually look more like this: '/Users/username/Desktop/Data Migration Tool/FMDataMigration' -src_path '/Users/username/Desktop/Data Migration Tool/Source File.fmp12' -src_account 'Admin' -src_pwd 'password' -src_key 'decript_key' -clone_path '/Users/username/Desktop/Data Migration Tool/Data File.fmp12' -clone_account 'Admin' -clone_pwd 'password' -clone_key 'decript_key' -target_path '/Users/username/Desktop/File With Migrated Data.fmp12' –v Once your command is created, paste it in either Terminal (Mac) or Command Prompt (Windows), and press enter. A few notes about parameter values: If you decide to specify a target path, it must be different than the source and clone paths. If a file already exists at the specified target path, the data migration tool will stop you from executing the command. Verbose mode will display all information about the data transfer and in the command module, and quiet mode will display nothing. What Transfers Over After you successfully run the migration, a new file will be created. The new file will have the schema of the clone, and the data from the data file. The data carried over from the data file will be the: FileMaker accounts Records Next serial numbers Indexes Internal Record IDs, aka Get( RecordID ) for each record will be transferred over Custom value lists that have been modified All other information (privilege sets, layouts, table occurrences, etc.) will be inherited from the clone. Furthermore, only modified value lists with custom values will be transferred into the new file from the data file. Value lists not in the clone will not be created in the new file, and value lists using table occurrences will be inherited from the clone. While FileMaker accounts transfer over, privilege sets do not. Any accounts that are given a privilege set not in the clone will be given an empty privilege set called “Unmapped Privilege Set”. If you create fields, tables, or table occurrences in the source database after making the clone, these will not be created in the new file. Any data in these fields will not be transferred over. Also, using the data migration tool does not fire auto-enters. Field Mapping When transferring the data over to the new file, the data migration tool will try to map the fields by name first, then by FileMaker’s internal ID. This means that if you change the name of a field in the source file after making the clone, it will still map those two fields together. However, if you change the name of a field, then create a new field and give it the old name of the first field, the data will be transferred to the new field instead of the first field. Conclusion FileMaker’s data migration tool is the easiest and quickest way to transfer data from a live database to an updated version. Utilizing this tool correctly can save both time, money, and the headache that can come with live development. Feel free to contact us if you need any further assistance or if you would like to discuss getting your data transferred. Download FileMaker Data Migration Command Builder Please complete the form below to download your FREE FileMaker database file. Name* First Last Company Phone* Email* Deployment Assistance?Please contact us to assist integrating into your FileMaker Database. Yes Terms of Use I agree OPT-IN: I agree that I am downloading a completely free FileMaker application file with no strings attached. This database is unlocked, and I may use it for my business or organization as I see fit. Because I am downloading a free database, I agree that I should receive occasional marketing. I understand that I can OPT-OUT of these emails at anytime. Did you know we are an authorized reseller for FileMaker Licensing? Contact us to discuss upgrading your FileMaker software. Afficher la totalité du billet
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