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FileMaker Server 11 Getting Started Manual

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Summary of Contents for FileMaker Server 11

  • Page 1 FileMaker Server 11 ® Getting Started Guide...
  • Page 2 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker and Bento are trademarks of FileMaker, Inc. registered in the U.S. and other countries. The file folder logo and the Bento logo are trademarks of FileMaker, Inc. FileMaker documentation is copyrighted. You are not authorized to make additional copies or distribute this documentation without written permission from FileMaker.

  • Page 3: Table Of Contents

    Upgrading the FileMaker Server 11 license Where to go from here Chapter 1 Installation quick start Before you begin Considering performance Installing FileMaker Server on a single machine Next steps Chapter 2 Deploying FileMaker Server across multiple machines Deployment alternatives One-machine deployment...
  • Page 4 Admin Console doesn’t start after deployment on master machine Admin Console Start Page says to install Java when it’s already installed Cannot start Admin Console from a remote machine Clients cannot see databases hosted by FileMaker Server The Mac OS web server fails during startup Chapter 4...
  • Page 5 Step 1. Save your schedules and administrator groups Step 2. Note your FileMaker Server settings Where to note settings for FileMaker Server 9, 10, or 11 Step 3. Stop FileMaker Server Step 4. Make a copy of databases, scripts, and plug-ins...
  • Page 6 FileMaker Server Getting Started Guide...

  • Page 7: Preface

    Server 11. FileMaker Server is a dedicated database server that opens FileMaker Pro files, makes them available to other machines on a network, and publishes FileMaker data in web pages on the Internet or a company’s intranet. FileMaker Pro is an application for creating and modifying database files.

  • Page 8: Mac Os X And Mac Os X Server Version 10.6.1

    PHP 5.2.11 Java 6 (32 bit, Update 16) 6 (32 bit, Update 16) Bonjour 1.0.6 1.0.6 Microsoft Visual C++ 9.0.30729.1 9.0.30729.1 2008 Redistributable (x86) Note On Windows 64-bit editions, FileMaker Server requires the 32-bit version of Java 6 Update 16.

  • Page 9: System Requirements For Admin Console And Site Assistants

    Up to a total of 50 ODBC and JDBC clients a. Note: Although FileMaker Server Advanced allows an unrestricted number of simultaneous FileMaker Pro client connections, most operating systems impose their own limits on the number of network connections and open files that a process may use. This operating system limit sets...

  • Page 10: About The License Key

    Upgrading the FileMaker Server 11 license To upgrade your license from a trial version of FileMaker Server 11 or from FileMaker Server 11 to FileMaker Server 11 Advanced on the same machine, you must change your FileMaker Server license key.

  • Page 11: Installation Quick Start

    For best performance, run FileMaker Server on a dedicated machine reserved for use as a database server. When FileMaker Server is hosting many clients or a large number of database files, it uses a high level of processor, hard disk, and network capacity. Other processor-intensive software or heavy network traffic on the same machine will cause FileMaker Server to run more slowly and degrade the performance of FileMaker Pro on client machines.

  • Page 12: Installing Filemaker Server On A Single Machine

    Avoid using the machine running FileMaker Server as an email, print, or network file server. Do not use system backup software to back up databases hosted by FileMaker Server. Instead use FileMaker Server Admin Console to schedule backups of databases.
  • Page 13 8. Read the Before You Begin information. If there is a task you did not do, quit the installer and do the task. If you are ready to install FileMaker Server, click Continue (Mac OS) or Next (Windows). 9. Review and accept the end user license agreement.
  • Page 14 Mac OS: Double-click the FMS 11 Start Page shortcut on the desktop. 16. A FileMaker Server Start Page opens in the web browser. It may take a few minutes for the Admin Console to start and the Deployment assistant to appear.
  • Page 15 19. Specify a name, description, and contact information for this deployment of FileMaker Server, then click Next. This information will appear on the FileMaker Server Admin Console Start Page. The Server Name is displayed to FileMaker Pro users in the Open Remote dialog box.
  • Page 16 FileMaker Server Getting Started Guide 20. If you purchased a FileMaker Server Advanced license, you can enable a hosted FileMaker Pro file to be a data source via ODBC and JDBC. Click Yes, enable ODBC/JDBC or No, do not enable ODBC/JDBC. Click Next.
  • Page 17 You can install the FileMaker Server supported version of the PHP engine (see “System requirements for FileMaker Server” on page 7), or you can use your own PHP engine. If you already have a PHP engine installed and choose to use the FileMaker Server supported PHP engine, your currently installed PHP engine will be disabled.
  • Page 18 FileMaker Server Getting Started Guide 23. Select a web server and click Next. Note If the Deployment assistant fails to detect the web server, see chapter 6, “Setting up the web server.” Also be sure that the necessary firewall ports are open. See “Before you begin” on page 11.
  • Page 19 27. FileMaker Server Admin Console starts. Click OK in the Welcome dialog box. If you don’t see the Welcome dialog box, open a web browser and enter: http://localhost:16000 Note You can register FileMaker Server and verify the FileMaker Server deployment now or later. See “Next steps” on page 20.

  • Page 20: Next Steps

    Now that you have deployed FileMaker Server, get started using your new software. 1. Start Admin Console: See “Starting Admin Console” on page 49. 2. Test your installation: FileMaker Server provides a sample database and a one-click method to verify that your installation is working. See chapter 3, “Testing your deployment.”...

  • Page 21: Deploying Filemaker Server Across Multiple Machines

    PHP Engine: for Custom Web Publishing with PHP, FileMaker Server requires a PHP engine to respond to requests from the web server and to process PHP code. FileMaker Server includes a PHP engine and the FileMaker API for PHP. When PHP code calls the FileMaker API for PHP, those calls are interpreted...

  • Page 22: One-Machine Deployment

    Admin Console: runs on any client computer from which you want to configure and administer FileMaker Server. When you deploy FileMaker Server across two or three machines, one machine is always the master and the others are workers. The master machine is always the machine on which the Database Server is deployed.

  • Page 23: Two-Machine Deployment

    Benefits: This is the simplest deployment and the one that most FileMaker Server users will use. This configuration is suitable for small deployments (up to 50 FileMaker Pro clients) and limited web publishing.

  • Page 24: Three-Machine Deployment

    Benefits: This deployment might be better if someone else limits what you can install on the web server or if your web server is heavily loaded with non-FileMaker content. However, because the Database Server and Web Publishing Engine are on the same machine, this deployment faces the same scalability constraints as the single-machine deployment.

  • Page 25: Installing On Multiple Machines

    See chapter 6, “Setting up the web server.” When running FileMaker Server in an environment that uses a firewall, be sure to configure the firewall on each machine to allow FileMaker Server to use them. Restart each machine after configuring the firewall.

  • Page 26: Installing On The Worker Machines

    Installing on the worker machines Install FileMaker Server on the worker machines first, then on the master machine. Worker machines run the web server, the Web Publishing Engine, or both. You can change the machine role of each worker later.
  • Page 27 Software Update to install it and then re-run the installer. If Bonjour is not running, you are prompted to run it. For more information about Java and Bonjour installation, see “Installation notes” on page 39. FileMaker Server begins to install. This process may take several minutes. 13. Windows: Click Install to begin installation.

  • Page 28: Installing On The Master Machine

    Mac OS Installing on the master machine Install FileMaker Server on the worker machines first, then on the master machine. The master machine always hosts the Database Server, and may additionally host the Web Publishing Engine. 1. Insert the CD into the drive or follow your electronic download instructions.
  • Page 29 8. Read the Before You Begin information. If there is a task you did not do, quit the installer and do the task. If you are ready to install FileMaker Server, click Continue (Mac OS) or Next (Windows). 9. Review and accept the end user license agreement.
  • Page 30 For more information about Java and Bonjour installation, see “Installation notes” on page 39. FileMaker Server begins to install. This process may take several minutes. 16. After the software has been successfully installed, start the Deployment assistant.
  • Page 31 Deploying FileMaker Server across multiple machines If you want, you can stop now and start the Deployment assistant later. To deploy FileMaker Server at a later time: Windows: Click Start menu > Programs > FileMaker Server > FMS 11 Start Page.
  • Page 32 Name is displayed to FileMaker Pro users in the Open Remote dialog box. 21. If you purchased a FileMaker Server Advanced license, you can enable a hosted FileMaker Pro file to be a data source via ODBC and JDBC. Click Yes, enable ODBC/JDBC or No, do not enable ODBC/JDBC.
  • Page 33 Deploying FileMaker Server across multiple machines 22. If you want to publish FileMaker data on the internet or intranet, click Yes, enable Web Publishing. Otherwise, click No, do not enable Web Publishing. Then click Next. Continue with step 28 if you are not enabling web publishing.
  • Page 34 You can install the FileMaker Server supported version of the PHP engine (see “System requirements for FileMaker Server” on page 7), or you can use your own PHP engine. If you already have a PHP engine installed and choose to use the FileMaker Server supported PHP engine, your currently installed PHP engine will be disabled.
  • Page 35 Chapter 2 Deploying FileMaker Server across multiple machines 25. Assign a worker machine to each role (Web Publishing Engine or web server). Click Next. The Deployment assistant detects all unassigned worker machines on the local network and shows their IP addresses in the Machines list beside each role. If a worker is not listed, click Rescan. Then check to see whether the worker is listed.
  • Page 36 FileMaker Server Getting Started Guide 26. Select a web server and click Next. The available choices of web servers are those supported by the worker machines. Note If the Deployment assistant fails to detect the web server, see chapter 6, “Setting up the web server.”...
  • Page 37 Chapter 2 Deploying FileMaker Server across multiple machines 27. If you see the following Web Server Test Failed step, the Deployment assistant detected but could not communicate with the web server. Specify the Protocol, Host address, and Port for the web server and click Retry.
  • Page 38 If you don’t see the Welcome dialog box, open a web browser and enter: http://localhost:16000 Note You can register FileMaker Server and verify the FileMaker Server deployment now or later. See “Next steps” on page 39. 31. In the FileMaker Server Overview pane, note the IP address of the master machine.

  • Page 39: Installation Notes

    On Windows 64-bit editions, FileMaker Server requires the 32-bit version of Java 6 Update 16. Even if the 64-bit version of Java 5 or Java 6 is already installed, the FileMaker Server installer requires you to install the 32-bit version of Java 6 Update 16.
  • Page 40 FileMaker Server Getting Started Guide...

  • Page 41: Testing Your Deployment

    This chapter describes how to test that FileMaker Server and web publishing technologies are working. Using the FileMaker Server Technology Tests page The easiest way to test your FileMaker Server deployment is to use the FileMaker Server Technology Tests page. There are three ways to view the Test page: Start Admin Console.
  • Page 42 You must have FileMaker Pro or FileMaker Pro Advanced installed locally on the machine where you are conducting the test. To perform the same test another way, start FileMaker Pro on another machine, choose File menu > Open Remote, select the server you want to test, and select FMServer_Sample.

  • Page 43: Troubleshooting

    Port for the web server and click Retry. You may encounter this during initial deployment or when you click Edit Server Deployment in the Admin Console (FileMaker Server Overview pane). Web Server test results 2. Examine the Web Server Test Results: If successful, the result is Web Server Test Passed.

  • Page 44: Deployment Assistant Does Not Start After Installation

    Start Admin Console. Cannot start Admin Console from a remote machine If the master machine has a firewall enabled, then you must open the ports required by FileMaker Server to communicate with users and administrators. See “Before you begin” on page 25.

  • Page 45: Clients Cannot See Databases Hosted By Filemaker Server

    The Mac OS web server fails during startup When you install the FileMaker Server supported PHP engine, it does not appear in the Mac OS X Server Admin tool; it is not supposed to be listed. If you use the Mac OS X Server Admin tool to turn on PHP, the Server Admin tool adds a second PHP engine to the web server's configuration files.
  • Page 46 FileMaker Server Getting Started Guide...

  • Page 47: Administration Overview

    FileMaker Server Admin Console is an application that lets you configure and administer FileMaker Server, work with and monitor hosted databases and clients, and track statistical information. To administer FileMaker Server, you can run Admin Console on the computer where FileMaker Server is running or on a different Windows or Mac OS networked computer.

  • Page 48: Using Admin Console To Administer Filemaker Server

    When administering FileMaker Server, you can: Configure FileMaker Server application properties. Open — or host — a FileMaker Pro database file, making it available to clients on the network. View information about the files being hosted, like the number of clients accessing each database.

  • Page 49: Starting Admin Console

    1. Open a web browser and enter http://[host]:16000 where [host] is the IP address or host name of the machine running FileMaker Server as a master. This is the address you noted when you installed FileMaker Server. The Admin Console Start Page appears.

  • Page 50: Uploading A Database

    Save. The shortcut is helpful to manage several deployments of FileMaker Server from the same machine. The shortcut name starts with “FMS11-” and is followed by the FileMaker Server name that you specified in the Deployment assistant.

  • Page 51: Verifying The Integrity Of Databases

    FileMaker Server can host FileMaker Pro databases that are connected to external SQL data sources. In FileMaker Pro, you can work with the ODBC data in much the same way that you work with data in a FileMaker file. For example, you can add, change, delete, and search external data interactively.

  • Page 52: Running A Server-Side Script

    FileMaker Server Getting Started Guide To enable ODBC data source single sign-on with FileMaker Server, you must configure the FileMaker Server service on the master machine to log in using the privileged user account. That is, this user account must have the Impersonate a client after authentication privilege enabled, and the account must be an Administrator account and configured in Windows Active Directory on the network.

  • Page 53: Filemaker Scripts

    Scripts can incorporate conditional decisions (if-else statements) and perform repetitive tasks (loop statements). You use the Manage Scripts feature in FileMaker Pro to build scripts by selecting from a list of web-compatible FileMaker Pro commands, called script steps, and specifying options (if necessary). To find out if a FileMaker script step is web-compatible, see the script step reference in FileMaker Pro Help.

  • Page 54: Viewing Log File Entries In Admin Console

    For more information about using the Log Viewer pane, see FileMaker Server Help. Emailing notifications You can configure FileMaker Server to send SMTP email notifications about errors and warnings as well as completion of scheduled tasks. Emails allow for more timely notification of these events, without having to locate the information in system or event logs on the computer running FileMaker Server.

  • Page 55: Step 1. Save Your Schedules And Administrator Groups

    FileMaker Server 11 to other machines. If you are upgrading from a previous version of FileMaker Server 11, you must have the license key of the previous version. The installer prompts you to enter the new upgrade license key and the previous license key.

  • Page 56: Step 2. Note Your Filemaker Server Settings

    Make a note of your existing FileMaker Server settings because you will have to re-enter your settings manually later. Some examples are: Note the name of your FileMaker Server installation (the name users see in the Open Remote dialog box in FileMaker Pro).

  • Page 57: Step 4. Make A Copy Of Databases, Scripts, And Plug-Ins

    Step 4. Make a copy of databases, scripts, and plug-ins Make a copy of any database files, shell script files, and plug-ins you used with FileMaker Server. In a default FileMaker Server installation, they are stored on the master machine in the following folders.

  • Page 58: Filemaker Server 11 Files (Non-Default Installation)

    FileMaker Server Getting Started Guide FileMaker Server 11 files (non-default installation) When you install FileMaker Server in a non-default location on Windows, the beginning portion of the default path, \Program Files\FileMaker\FileMaker Server (Windows 32-bit) or \Program Files (x86)\FileMaker\FileMaker Server (Windows 64-bit), is replaced with the path you specified during installation.

  • Page 59: Step 6. Install Filemaker Server 11

    5. Review and accept the end user license agreement. 6. For Installation Type, choose Uninstall and click Next. 7. Click Yes to confirm that you want to uninstall FileMaker Server 11. Some files and folders cannot be removed. 8. Click OK.

  • Page 60: Step 7. Move Files To The Proper Location

    Note This step applies to FileMaker Server 11 only. If you are using FileMaker Server 11, you can load the Schedules and Groups settings file you saved earlier. See “Step 1. Save your schedules and administrator groups” on page 55.

  • Page 61: Step 9. Recreate Schedules And Configure

    You can now start the Admin Console and configure your FileMaker Server deployment using the settings you noted in “Step 2. Note your FileMaker Server settings” on page 56. For more information on configuring your deployment, see FileMaker Server Help.
  • Page 62 FileMaker Server Getting Started Guide...

  • Page 63: Enabling The Apache Web Server In Mac Os X

    To use web publishing, you must enable Apache in Mac OS or Internet Information Services (IIS) in Windows. Before installing FileMaker Server, make sure that the web server is running and properly configured. This chapter describes the basics of enabling Apache or IIS and configuring additional IIS authentication settings.

  • Page 64: Setting Up Authentication For A Windows Iis Website

    By default, Windows IIS directory security attempts to authenticate all requests that are made through the IIS web server. The simplest way to use IIS with FileMaker Server is to disable IIS authentication. If you disable all IIS authentication methods and use anonymous access to the IIS site, then you don’t need to add any Windows user accounts.
  • Page 65 In this configuration, you must also create Windows user accounts on the web server host machine that contain user names and passwords. These user names and passwords must exactly match the user names and passwords for all password-protected accounts defined in all FileMaker databases that are published via Custom Web Publishing with XML or XSLT.
  • Page 66 FileMaker Server Getting Started Guide...

  • Page 67: Product Documentation

    FileMaker Instant Web Publishing Guide: describes how to make FileMaker Pro databases accessible to web browser users over an intranet or the Internet FileMaker ODBC and JDBC Guide: describes concepts and details to help you share FileMaker data with other applications using ODBC and JDBC Online Help is accessible from FileMaker Server Admin Console, Help menu >...

  • Page 68: Registration And Customer Support

    To access resources on the FileMaker website such as ready-made solutions and the FileMaker Knowledge Base, open the FileMaker Server Admin Console Start Page and click Customer Support Services. If you do not have access to the web, please refer to the FileMaker Service Directory that comes with your software. Check for software updates From the FileMaker Server Admin Console Start Page, you can check for software updates.

  • Page 69: Index

    Admin Console login customer support IIS and Basic Authentication web server Windows user accounts data sources Admin Console FileMaker files as described ODBC files as Overview pane passwords data, synchronizing requirements Database Server shortcuts, creating described starting...
  • Page 70 Windows updates Internet Information Services (IIS). See IIS web serv- updating to FileMaker Server Advanced upgrading from a previous version IP addresses FileMaker Server Admin Console. See Admin Con- DHCP sole master machine Start page FileMaker Server Advanced, updating to...
  • Page 71 Microsoft Visual C++ 2008 requirement scripts migrating FileMaker Server from previous versions. verifying See upgrading FileMaker Server ScriptMaker scripts. See FileMaker scripts multiple-machine deployment scripts FileMaker script sequence ODBC...
  • Page 72 FileMaker Server testing in Mac OS XSLT Site Assistant, requirements in Windows updating FileMaker Server software updating FileMaker Server to FileMaker Server Advanced upgrading FileMaker Server noting settings Upload Database assistant user accounts. See accounts user names, Admin Console...

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