installation guide for filemaker pro 8 and filemaker pro 8 advanced

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FileMaker ® Installation and New Features Guide for FileMaker Pro 8.5 and FileMaker Pro 8.5 Advanced

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aker®

Installatio Guidefor FileM 5 Advanced

FileMn and New Featuresaker Pro 8.5 and FileMaker Pro 8.

© 2005-2006 FileMaker, Inc. All Rights Reserved.

FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054

FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries, and ScriptMaker and the file folder logo are trademarks of FileMaker, Inc. All other trademarks are the property of their respective owners.

FileMaker documentation is copyrighted. You are not authorized to make additional copies or distribute this documentation without written permission from FileMaker. You may use this documentation solely with a valid licensed copy of FileMaker software.

All persons and com us and any resemblance to existing persons and

Credits are listed in t ith this software.

For more information

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Chapter 1 Before youAbout this guRegistration aAbout the liceHardware and

NetworkWeb pubRequiremRequiremFeaturesFeaturesACL file

Opening filesUpdating youAutomating y

Chapter 2 Installing FInstallation noInstalling File

InstallingWhere fi

Uninstalling, Changing theWhere to go f

m previous versions 7ser Dictionary 7r installation 7

eMaker Pro in Windowss 9aker Pro 9ileMaker Pro from the command line 10 are stored on your hard disk 10difying, or repairing FileMaker Pro 10

leMaker Pro cache size 10m here 11

Contents

egin 5 customer support 5e key 5ftware requirements 6 requirements 6hing requirements 6ts for other features (Windows) 7ts for other features (Mac OS) 7

t supported in Mac OS X 7t supported in Windows 7rmissions 7

Chapter 3 Installing FileMaker Pro in the MInstallation notes Installing FileMaker Pro

Where files are stored on your hard disInstalling ODBC client drivers in MacAdjusting the FileMaker Pro cache

Where to go from here

Chapter 4 New featuresNew features in FileMaker Pro 8.5 New features in FileMaker Pro 8.5 Advanc

4 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

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refer to the FileMaker ware. North American earn about the service

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Maker Pro Advanced Development Guide describes al features available in FileMaker Pro Advanced, including such as customizing menus; copying and importing tables; e Design Reports; field, variable, and expression monitoring e Data Viewer; and adding tooltips.

hen a feature or procedure is specific to a particular platform, you uctions and illustrations that are also specific to that platform. For or procedures that are similar on both platforms, you may see ons for either Windows or the Mac OS.

About the license keyFileMaker software comes with a unique, 3license key. Do not lose this license key; it crecommend that you keep the license key insoftware ever needs to be reinstalled.

You can find your 35-digit alphanumeric licethe CD sleeve or in the FileMaker Service Dyour software. You must enter the license kthe software will not install.

Chapter 1Before you begin

e to your FileMaker® software. FileMaker is designed to help nage information easily and effectively.

t this guidetallation and New Features Guide tells you how to install er Pro 8.5 or FileMaker Pro 8.5 Advanced on your Windows

OS computer and introduces new features in the software.

is guide uses “FileMaker Pro” to refer to both FileMaker Pro and er Pro Advanced, unless describing specific FileMaker Pro d features.

Maker Pro User’s Guide provides essential information to get king productively right away. If you’ve never used FileMaker rk through the FileMaker Pro Tutorial to try out the major . For details and comprehensive, step-by-step procedures, see er Pro Help.

Registration and customer sPlease take the time to register your producthrough the FileMaker website at www.filemchoosing Help menu > Register Now in FileM

For information about technical support and

www.filemaker.com (North American custowww.filemaker.com/intl (customers outside

To access resources on the FileMaker webssolutions and the FileMaker Knowledge BaLearning Center.

If you do not have access to the web, pleaseService Directory that comes with your softcustomers can also call (800) 965-9090 to loptions available.

6 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

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ave a network card

Pro Instant Web the Internet or an

ervice provider unt for you.

indows 2000 SP4, Windows XP SP2

CD or DVD drive

VGA (800x600) or higher resolution video adapter and display

OS requirementsacintosh computer with PowerPC G3, G4, or G5 processor or

ntel-based Macintosh computer

56 MB RAM

ac OS X version 10.3.9 with PowerPC processor

ac OS X version 10.4.5 with PowerPC processor or Intel rocessor

To publish a database on the web using FileMaker Publishing, you need a host computer with access tointranet via TCP/IP.

Important Access to the Internet requires an Internet s(ISP). FileMaker Pro does not provide an Internet acco

license key ensures adherence to the single user license ement, which generally allows for use of one (1) copy of the

tware on a single computer at a time (refer to your Software nse). If the license key is invalid or if another copy of the

lication installed with that same license key is running on the ork, the FileMaker Pro application displays this error message:

e maximum number of licensed users are currently using this copy ileMaker Pro. Please refer to the License Key section of your ware documentation for further instructions.”

u receive this error message, you have entered a duplicate license To install FileMaker Pro on multiple computers, you must have a ue license key for each user, or obtain a volume license. You must

nse one copy of FileMaker Pro for each computer.

rdware and software requirementsnstall and use FileMaker Pro, you need the CD-ROM in the Maker Pro package and the following minimum equipment software:

dows requirementsentium III 500 MHz or faster

56 MB RAM

1 a CD or DVD drive

1 QuickTime 6.4 to 7 software (available at wwwwas not included with your Mac OS version)

Important note about supported operating systemsAt the time this book was written, FileMaker, Inc. FileMaker Pro 8.5 with the Windows and Mac OS listed above. FileMaker Pro may or may not work operating system releases. For information on newsystems, see www.filemaker.com.

Networking requirementsIf you plan to share FileMaker Pro files with other network, you need to know which type of networkFileMaker Pro 8.5 supports the TCP/IP network pr

If you’re not sure which network protocol is installyour computer, check with your network administrbegin installation.

To connect to a network, your computer must also hand the required software.

Web publishing requirements

1 | Before you begin 7

der to install the product. sions to control access to e the documentation that

versions earlier versions of ’s Guide for information.

rya previous version of FileMaker Pro 8.5. See ation about converting a

aker Pro under a volume he Assisted Install.txt file

ypass the normal install Network Install Setup for d guide. For information m.

Features not supported in Mac OS XIn Mac OS X, FileMaker Pro does not support the Dial Phone, Insert Object, Send DDE Execute, and Update Link script steps.

Features not supported in WindowsIn Windows, FileMaker Pro does not support the Perform AppleScript and Speak script steps.

license, you can automate the process using ton the FileMaker Pro CD, which lets you bdialog boxes. For more information, see theFileMaker Pro and FileMaker Pro Advanceon volume licensing, see www.filemaker.co

Feature Software requirement

Send Mail script step Microsoft Entourage or Mac OS X Mail email client software

Chapter

Requirements for other features (Windows)Some of the features of FileMaker Pro for Windows require additional software.

Requirements for other features (Mac OS)Some of the features of FileMaker Pro for Mac OS X require additional software.

ACL file permissionsYou must disable Access Control Lists in orAfter installing, do not use ACL file permisany FileMaker file. For more information, secame with your operating system software.

Opening files from previousFileMaker Pro 8.5 can open files created in FileMaker Pro. See the FileMaker Pro User

Updating your User DictionaIf you added words to a User Dictionary in FileMaker Pro, you may want to use it withthe FileMaker Pro User’s Guide for informUser Dictionary.

Automating your installationIf you’re installing multiple copies of FileM

Feature Software requirement

Send Mail script step A Mail API (MAPI) enabled email client software

Phone dialing Phone dialer or other Telephony API (TAPI) compliant software

ODBC features Microsoft Data Access Components (MDAC) version 2.6, 2.7, or 2.8. To update MDAC software, use Microsoft Windows Update or see the Microsoft website at www.microsoft.com.

For more information on using ODBC, see www.filemaker.com/odbc.

Insert QuickTime movie and image files

QuickTime 6 software (available at www.apple.com)

8 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

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language version for the election matches your

install will install only the stall additional language selecting other language es.

you to install software.

tall FileMaker Pro—you s to your hard disk.

sts the registry entries and ileMaker Pro from the ro from the command

To install FileMaker Pro on your hard disk:

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appears.

Click to exit

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Next.

efault, FileMaker Pro will be installed in this folder: rogram Files/FileMaker/FileMaker Pro 8.5 ng installation, you can choose another drive or another er.

efault, FileMaker Pro Advanced will be installed in this er: rogram Files/FileMaker/FileMaker Pro 8.5 Advanced ng installation, you can choose another drive or another er.

ng installation, you can choose whether to install all program res (Complete), or to install only selected portions of the ram (Custom). For example, you may choose not to install in features in order to save disk space.

1. Insert the CD into your CD or DVD driv

The FileMaker CD window appears.

2. Click the Install icon.

The FileMaker Pro InstallShield Wizard

Click to install the application

Click to browse the contents of the CD

Chapter 2Installing FileMaker Pro in Windows

you begin the installation process, exit other open programs e your work. For late-breaking information about er Pro, browse the contents of the CD and view the Read Me

isit www.filemaker.com.

llation notesyou install FileMaker Pro, review the following notes:

u installed a trial version of FileMaker Pro 8.5, you must ve it before installation. Use the Add or Remove Programs

rol panel to remove the trial version.

ur computer is running virus protection software, turn it off r to installing FileMaker Pro, and then turn it back on wards.

n you are installing FileMaker Pro, you will see the License ement panel. Read the Software License Agreement. If you pt the terms of the license agreement, click I accept..., then

1 At the start of installation, you choose aFileMaker Pro application. The default soperating system language. A Complete language version you choose. You can inversions by choosing Custom install, thenpacks from the list of supported languag

1 Confirm that your user account permits

Installing FileMaker ProYou must use the installation program to inscan’t install FileMaker Pro by dragging file

If you want to create an install log file that lipath of all installed files, you must install Fcommand line. See “Installing FileMaker Pline” on page 10.

10 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

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y be prompted to

he sizeons of your configuration, you rmance.

e if you plan to:

un several d amount of

cache size, you also run FileMaker Pro.

e documentation

rocessing program.

If your CD or DVD drive is not located at drive E, then substitute the ect letter for your drive.

ere files are stored on your hard disk FileMaker Pro installer copies files to several folders on your hard , depending on the installation options you choose and your rating system. If you performed a command line installation and ified an install log file, you can view the install log file, which lists

location of each installed file.

1 host database files

1 use a database file that contains many graphics

1 insert a large graphic into a database file

Consider decreasing the cache size if you plan to rapplications at the same time and you have a limitememory (RAM) installed.

Note When you increase or decrease the FileMaker Proincrease or decrease the amount of memory needed to

For more information on managing memory, see ththat came with your computer.

nstall FileMaker Pro by following the on-screen instructions.

or details about installation issues, see “Installation notes” on age 9.

hen the installation is complete, click Finish.

hen installation completes, you see a Product Registration panel. ou can register online if you have an Internet connection. If you

hoose to register by letter or by fax, you can fill out the form on our computer, print a copy of the form, and mail or fax it to ileMaker.

talling FileMaker Pro from the command linenstall FileMaker Pro from the command line and create an allation log file:

nsert the CD into your CD or DVD drive.

pen a command window.

n the command window, type

:\Files\setup.exe /v“/Lr C:\FMP8.5InstallLog.txt”

ollow the on-screen instructions.

he FMP8.5InstallLog.txt file will be located on the C drive of our hard disk. You can view it with WordPad or a word

Uninstalling, modifying, or repaiFileMaker ProYou can use the Windows Add or Remove Programuninstall FileMaker Pro, replace missing or corruptwhich features are installed. For more information aRemove Programs, refer to Windows Help.

Note Uninstalling doesn’t delete files that you’ve creatare named differently than the sample and template (Stthat are installed with FileMaker Pro.

When you modify or repair FileMaker Pro, you maenter your license key.

Changing the FileMaker Pro cacFileMaker Pro maintains an internal cache of portidatabase. Depending on your computer’s memory may want to adjust the cache size to improve perfo

You may want to consider increasing the cache siz

1 work on a large database file

1 work on several database files at once

aker Pro in Windows 11

mediately begin working ions on where to go in the

1, “Using databases” and ileMaker Pro User’s

rough the lessons in the nd sample files for the inside the English Extras

ad chapter 4, “New new features available in 5 Advanced.

r, see the Guide for information on

3. Type a number in the Attempt to set file cache to box.

4. Click OK.

The next time you start FileMaker Pro, the new cache size is used.

Chapter 2 | Installing FileM

To change the cache size that FileMaker Pro uses:

1. In FileMaker Pro, choose Edit menu > Preferences.

The Preferences dialog box appears.

2. Click the Memory tab.

Where to go from hereAfter you install FileMaker Pro, you can imwith the application. Here are some suggestdocumentation to get started:

1 If you’re new to databases, read chapter chapter 2, “Creating databases” in the FGuide to learn basic database concepts.

1 If you’re new to FileMaker Pro, work thFileMaker Pro Tutorial. The PDF file atutorial are located in the Tutorial folderfolder.

1 If you’ve used FileMaker Pro before, refeatures” in this guide for an overview ofFileMaker Pro 8.5 and FileMaker Pro 8.

1 If you’re a FileMaker Pro Advanced useFileMaker Pro Advanced Development FileMaker Pro Advanced features.

12 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

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tall FileMaker Pro—you s to your hard disk.

e.

n. If you see only the disc ts window.

o 8.5 icon.

n-screen instructions.

When installation completes, you see a Product Registration u have an Internet

letter or by fax, you can a copy of the form, and

iskveral folders on your hard ou choose and your

plete, you can view the older. The log file lists the it with TextEdit or a word

Before and savFileMafile or v

InstaBefore

1 If yremFilefile [homFile

1 If yprioafte

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n you are installing FileMaker Pro, you will see the License ement panel. Read the Software License Agreement. If you pt the terms of the license agreement, click Accept.

ng installation, you can choose whether to install all the ram files (an Easy Install), or to install portions of the program stom Install). For example, you may choose not to install in features in order to save disk space.

asy Install installs FileMaker Pro in the language matching operating system. You can install additional language ions by choosing Custom install, then selecting other language s from the list of supported languages.

dialog box. You can register online if yoconnection. If you choose to register byfill out the form on your computer, printmail or fax it to FileMaker.

4. Click Quit to leave the Installer.

Where files are stored on your hard dThe FileMaker Pro installer copies files to sedisk, depending on the installation options yoperating system. When installation is comInstaller Log File in the FileMaker Pro 8.5 flocation of each installed file. You can view processing program.

Chapter 3Installing FileMaker Pro in the Mac OS

you begin the installation process, quit other open programs e your work. For late-breaking information about er Pro, browse the contents of the CD and view the Read Me

isit www.filemaker.com.

llation notesyou install FileMaker Pro, review the following notes:

u installed a trial version of FileMaker Pro 8.5, you must ve it before installation. To remove the trial version, drag the aker Pro 8.5 folder and the FileMaker Pro 8.5 preferences

o the Trash. The FileMaker Pro 8.5 preferences file is in e folder]/Library/Preferences/FileMaker Preferences/aker Pro 8.5 Prefs.

ur computer is running virus protection software, turn it off r to installing FileMaker Pro, and then turn it back on wards.

Installing FileMaker ProYou must use the installation program to inscan’t install FileMaker Pro by dragging file

To install FileMaker Pro on your hard disk:

1. Insert the CD into your CD or DVD driv

You see the disc’s window on your screeicon, double-click the CD icon to open i

2. Locate and double-click the FileMaker Pr

3. Install FileMaker Pro by following the o

14 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

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cache size is used.

ely begin working where to go in the

ng databases” and er Pro User’s

he lessons in the ple files for the the English Extras

ory (RAM) installed.

hange the cache size that FileMaker Pro uses:

n FileMaker Pro, choose the FileMaker Pro menu > Preferences nd click the Memory tab.

with the application. Here are some suggestions ondocumentation to get started:

1 If you’re new to databases, read chapter 1, “Usichapter 2, “Creating databases” in the FileMakGuide to learn basic database concepts.

1 If you’re new to FileMaker Pro, work through tFileMaker Pro Tutorial. The PDF file and samtutorial are located in the Tutorial folder inside folder.

talling ODBC client drivers in Mac OS XMaker Pro ODBC support allows you to interact with data from r applications, such as Oracle databases, on your computer or over twork. For more information on using ODBC, including links to er vendors, see www.filemaker.com/odbc.

usting the FileMaker Pro cacheause Mac OS X dynamically allocates memory to applications as ded, there is no way to set a specific amount of memory to allocate e FileMaker Pro application. However, you can adjust the Maker Pro cache size.

may want to increase the cache size if you plan to do any of the owing:

ork on a large database file

ork on several database files at once

ost database files

se a database file that contains many graphics

nsert a large graphic into a database file

sider decreasing the cache size if you plan to run several lications at the same time and you have a limited amount of

2. Type a number in the Attempt to set file cache siz

3. Click OK.

The next time you start FileMaker Pro, the new

Where to go from hereAfter you install FileMaker Pro, you can immediat

ker Pro in the Mac OS 15

Chapter 3 | Installing FileMa

1 If you’ve used FileMaker Pro before, read chapter 4, “New features” in this guide for an overview of new features available in FileMaker Pro 8.5 and FileMaker Pro 8.5 Advanced.

1 If you’re a FileMaker Pro Advanced user, see the FileMaker Pro Advanced Development Guide for information on FileMaker Pro Advanced features.

16 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced

a

Pro 8.5 Advanced

e application.

W

wn

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gortals, and tabs in a tab panel) using the

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Database Design Report XML Output Grammar PDF, available on www.filemaker.com/downloads

that work on either PowerPC-based or Intel-FileMaker Pro 8.5 Advanced ReadMe

See

This chimprove

NewFor mor

Using weFedEx® o

New Set viewers

Web Vierecords aweb viewInternet c

Web pag

Assigninbuttons, pInfo pale

New Go named ob

New Listall non-bor multip

New Laylist of all layout

New Getreturn thecalculatio

New Getreturn thelayout ob

Note Web viewers are supported in the runtim

te (formerly known as the Size palette)

o Object script step to navigate to a ject

Help

function to return the concatenation of ank values in list form using one field e fields

Help

utObjectNames function to return a he named layout objects in a specified

Help

ActiveLayoutObjectName) function to name of the layout object in the n’s active window

Help

ayoutObjectAttribute function to requested attributes of the specified ect in the calculation’s active window

Help

based Macintosh computers

Chapter 4New features

pter provides you with an overview of the new features and ments in FileMaker Pro 8.5 and FileMaker Pro 8.5 Advanced.

features in FileMaker Pro 8.5

New features in FileMaker

e information on this feature See

b viewers to access websites such as r Google™ from a layout

Help

eb Viewer script step to control web Help

er Example database with sample d data to show you how you can use

ers. Note that you must have an onnection to use this database.

FileMaker Pro 8.5/English Extras/Examples/Web Viewer Example folder

with resources for web viewers www.filemaker.com/web_viewer

names to layout objects (such as Help

New GetAsURLEncoded function to return the specified text in a text expression or text field as URL encoding, for use as a URL

Enhancements to the RelationInfo function

Re-sort indexed values based on the sort order for a specified language

For more information on this feature

Enhanced Database Design Report, including properties for new features in FileMaker Pro 8.5

Updated example plug-in and API for XCode 2.2

For more information on this feature

18 Installation and New Features Guide for FileMaker Pro and FileMaker Pro Advanced