ios Deployment Simplified FileMaker How To Guide

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1 ios Deployment Simplified FileMaker How To Guide

2 Table of Contents FileMaker How To Guide Introduction... 3 Deployment Options... 3 Option 1 Transfer to the ios device... 3 Option 2 - Host with FileMaker Server or FileMaker Pro... 5 Option 3 Sync between device and host... 8 Summary... 8 About the Author... 9 FileMaker How To Guide ios Deployment Simplified 2

3 FileMaker How To Guide ios Deployment Simplified Best practices for deploying FileMaker Pro database solutions for use on ipad and iphone This informative guide outlines best practices for deploying FileMaker Pro database solutions for use with FileMaker Go for iphone or FileMaker Go for ipad. Deployment Options There are three key methods for deploying your FileMaker Pro databases for access by users with iphones and ipads: 1. Transfer to the ios device - Databases reside on the devices and are accessed locally. 2. Host with FileMaker Server or FileMaker Pro - Databases are centrally hosted and accessed remotely. 3. Sync between device and host Databases are centrally hosted but accessed locally, with changes synced between the hosted and local files. NOTE: This Guide assumes you have already created a database in FileMaker Pro that you want to deploy, and have already installed FileMaker Go on your devices. Option 1 Transfer to the ios device By transferring your FileMaker database solutions directly to your ios device, the file will be accessible locally. The file is stored on the ios device and there is no need to connect to a hosted file The FileMaker database can be transferred via itunes or , and in advanced situations may be managed by a file already deployed on the device, following the steps below: Transferring via itunes This method is recommended for files up to 8 GB. 1. Open itunes and connect your device to the computer s USB port. 2. On the Apps tab for your device, scroll down to the File Sharing area. 3. Click on FileMaker Go in the Apps panel. 4. Click the Add button below the panel titled FileMaker Go Documents. 5. Select your file(s) and click Open. The file(s) will automatically be uploaded to your device. 6. Alternatively, drag a FileMaker file from your computer into the FileMaker Go Documents panel. Again, the file will automatically be uploaded to your device. 7. When the upload is complete, the file(s) will appear in FileMaker Go in the Files on Device list. Transferring via Before employing this method, check the attachment size limit of your provider. Attach your FileMaker Pro file to an and send the to an account you can check on your device. 1. Open the on your device. 2. Touch the attached file and, in response to the action dialog, select Open in FileMaker Go. The file will open and will also appear in the Files on Device list. FileMaker How To Guide ios Deployment Simplified 3

4 Advanced Transferring via a FileMaker File Stored on the Device This method is more appropriate for advanced users and when the file size is appropriate to your connection type (a 3G connection may not be reliable enough for a large file, and your data plan may be a factor). FileMaker container fields have a size limit of 4 GB 1. Insert a file into a container field in another FileMaker file hosted by FileMaker Server or FileMaker Pro. 2. Open the hosted file with FileMaker Go. 3. Export the contents of the container field. The file will be placed by default into the Documents directory of the ios device and will appear in the Files on Device list. Additional Methods for Transferring A number of applications allow you to browse the file structure and manage files on ios devices. DropBox, Box.net, and DiskAid are some of these types of applications. (Search the Internet for others, and be aware that some applications may not work with all devices.) Using one of these applications, upload, drag or copy and paste a FileMaker Pro file into the Documents directory of the FileMaker Go app. In FileMaker Go, the file will appear in the Files on Device list. In addition, FileMaker Pro files may be downloaded to an ios device from a link on a web page. Again, file size, connection type, and your data plan are factors to consider when evaluating the use of these methods. Accessing a Deployed File Once the FileMaker database app has been transferred, it can be accessed via FileMaker Go following these steps: 1. Open FileMaker Go on your ios device. o o On ipad, the File Browser is displayed immediately. On iphone, tap the button to open the File Browser. On iphone, tap either Files on Device or Recent Files. 2. On either platform, tap a file to open it. 3. For files that have been configured with an account and password, you will be presented with a login dialog. Enter the account name and password to access the file. Accessing a File Using a URL ios devices running FileMaker Go are able to use the fmp7 protocol, which means that users can enter a URL or click a link on a web page to open either a local or a hosted file. For instance, a URL in the form of FMP7Script://~/Client.fp7?script=ListClients will open a local file (on the ios device) named Client.fp7 with a script named ListClients. In addition, the fmp7 protocol may be used to open hosted files. A URL in the form of fmp7://hostnameoripaddress/hostedfile.fp7 will be read by a browser as a call to open the hosted file with FileMaker Go (or FileMaker Pro on a desktop computer). See FileMaker Help and the FileMaker Knowledge Base article #7786 for more information on the fmp7 protocol. FileMaker How To Guide ios Deployment Simplified 4

5 Option 2 - Host with FileMaker Server or FileMaker Pro Hosting your FileMaker databases with FileMaker Server or FileMaker Pro allows remote access from ios devices via FileMaker Go. This scenario works well for Wifi connections. It also work well over 3G connections with two caveats: First is that the file is optimized for use by FileMaker Go, and second is that your data plan is appropriate for the amount of data transfer. In addition, potentially unreliable 3G network connections are a factor to be considered with this configuration. (For information on optimizing your solution, please see the FileMaker How To Guide: Designing Faster ios Database Apps.) There are four popular options for hosting your FileMaker databases: 1. Fully hosted on FileMaker Pro - The file is hosted with FileMaker Pro, and there are no related files stored on the ios device. Because FileMaker Pro can host only up to five users, this option is recommended for small, local networks (LANs). 2. Fully hosted on FileMaker Server - The file is hosted with FileMaker Server, and there are no related files stored on the ios device. This method is recommend for both LAN and WAN deployment, as well as VPN access. It may also be appropriate for 3G connections, but consider the points mentioned above (file optimization, your data plan, and 3G network reliability). 3. Fully hosted across multiple servers As a solution to the problem of allowing access to hosted files behind a firewall, this scenario consists of at least two files a master file hosted on FileMaker Server behind the firewall, and an external file hosted on a FileMaker Server outside the firewall. The external file may be identical to or similar to the master file, designed to work with a subset of master records, 4. Partially hosted - The solution consists of at least two files a master file hosted by FileMaker Server and a similar file or an opener file stored on the ios device. A FileMaker file deployed on an ios device may use a script to open a hosted file, making the task of connecting to a hosted file easier for remote users. In addition, a locally deployed file may be configured to allow FileMaker Go users to work without being connected to a hosted file at all, with the option to sync with the hosted file when convenient. Configuring Files for Hosting To be hosted, FileMaker Pro databases must be configured for sharing in two steps: 1. Add the fmapp extended privilege set, which allows access via the FileMaker network, to each privilege set associated with an account that will access the hosted file. Manage accounts and privileges under File menu > Manage > Security. 2. Enable sharing in the File menu > Sharing > FileMaker Network panel. IMPORTANT: Be sure to implement the appropriate security measures to protect your hosted data. You can learn more about FileMaker Security by searching for Protecting Databases in FileMaker Help. FileMaker How To Guide ios Deployment Simplified 5

6 Implementation of Hosting Options Hosting a File with FileMaker Pro To host a file on FileMaker Pro, prepare the file as described above and open the file in FileMaker Pro on a desktop computer. Using FileMaker Go, open the file on the network (see below). Hosting a File with FileMaker Server To upload your files(s), use the FileMaker Server Admin console and: 1. Click Upload a Database from the Related Tasks panel at the bottom left of the console. 2. Use the Upload Database assistant to select a folder within FileMaker Server and to locate your file(s), then select and upload them. 3. Confirm that your file(s) are open in the Databases pane of the Admin Console. 4. Using FileMaker Pro or FileMaker Go, open the file on the network (see below). Hosting Files Across Multiple Servers Upload the master file to the FileMaker Server behind a firewall. Next, upload the external file to the FileMaker Server outside the firewall. In addition: 1. In the hosted file within the secure network, add external data source references to the file hosted on the external network. 2. Add a script in the secure file to move records to and from the external file. 3. Schedule the script in FileMaker Server, or set up a robot file to call the script on a regular basis. Partially Hosted Combining a Local File with a Hosted File Any file on the ios device that is used to connect to a hosted file requires a file reference to the hosted file and/or a script. Be sure to consider security when deploying a file with FileMaker Go that will open a hosted file. In addition, designing your deployed solutions with the ios platform in mind will make for a better user experience. As mentioned above, see the FileMaker How To Guide: Designing Faster ios Database Apps for information on optimizing performance of your solution. Once your file is centrally hosted and properly secured, it can be accessed via FileMaker Go installed on iphone or ipad. Accessing a Hosted File FileMaker Go accesses hosted files through the File Browser. The display is different on the ipad and iphone, but the essentials are the same. 1. Open FileMaker Go on the mobile device. On iphone, tap the button to open the File Browser. On ipad, the File Browser is displayed immediately. 2. Manage hosts - a host may be a computer running either FileMaker Pro or FileMaker Server: FileMaker How To Guide ios Deployment Simplified 6

7 a. If the host computer is available on the local network, tap Local Network Host (on iphone) or the Local Network Hosts icon (at the top right corner on ipad). b. If the host is not available on the local network i. Add a host by tapping Add Host on iphone, or the Add Host icon at the top right corner on ipad. ii. Enter the host computer s IP address. You can also add the host name. iii. Click Save. c. If you have already added a host, it will be listed in the Favorite Hosts panel. 3. Tap a host in the Local Network Hosts panel or the Favorite Hosts panel, and tap a file in the displayed list. You can also enter a filename if the file has been configured not to display in the Open Remote file dialog. 4. For files that have been configured to require an account and password, you will be presented with a login dialog. Enter the account name and password to access the file. (See the section above titled Accessing a File Using a URL for more options.) Access a Hosted File using a Local File To help users access hosted files more quickly and conveniently, a local file may be configured to connect to and open a hosted file. 1. Using FileMaker Pro, create a script in the local file with the step Open File. 2. In the Specify: drop-down, select Add FileMaker Data Source. 3. In the Open File dialog, click Remote, select your hosted file, and click Open. 4. Save this script and attach it to a button on a layout for users to click. 5. Deploy the file to the ios device. 6. Open the file in FileMaker Go and click the button you just created. The hosted file will open. If the hosted file has been configured to require an account and password, you will be presented with the login dialog. Option 3 Sync between device and host FileMaker database solutions deployed on FileMaker Go are perfectly fine on the device and there is no inherent need to sync them with other systems. This is an option, however, and may be useful in certain situations. A simple sync scenario includes the following components: 1. A hosted file, with additional tables designed to store records uploaded from the file in FileMaker Go. 2. A file deployed with FileMaker Go, with additional tables designed to store records downloaded from the hosted file. For the sync process, this file does not require a file reference or any table occurrences for the hosted file. 3. An additional file deployed on the ios device with a script configured to move records, via import or data relationships, between the hosted and deployed files. This file should have file references to the hosted file and the deployed file, as well as table occurrences for all of the extra tables in both files. FileMaker How To Guide ios Deployment Simplified 7

8 Of course, you have the option to create more complex and sophisticated sync procedures, including applying edits to records and deleting them as necessary, in order for records in both files to match exactly. Please see the FileMaker Go Sync Guide for more detailed information on syncing. Consulting with a FileMaker developer is also recommended, as even simple sync scenarios require advanced planning and FileMaker skills. Summary FileMaker Go for ipad and FileMaker Go for iphone allow you to access both local and hosted FileMaker Pro files. Once you have files configured to your requirements, it s easy to deploy them to your ios device as well as to host them with FileMaker Server or FileMaker Pro. This creates the option to work solely with hosted files, or solely with local files, or with a combination of both. FileMaker How To Guide ios Deployment Simplified 8

9 About the Author Katherine Russell is senior consultant and team leader with NightWing Enterprises in Melbourne, Australia. Learn more about Katherine at: https://fmdev.filemaker.com/people/katherinerussell 2012 FileMaker, Inc. All rights reserved. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. The file folder logo is a trademark of FileMaker, Inc. All other trademarks are the property of their respective owners. Product specifications and availability subject to change without notice. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, AND FILEMAKER, INC., DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTIBILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR THE WARRANTY OF NON-INFRINGEMENT. IN NO EVENT SHALL FILEMAKER, INC., OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS, PUNITIVE OR SPECIAL DAMAGES, EVEN IF FILEMAKER, INC., OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY. FILEMAKER MAY MAKE CHANGES TO THIS DOCUMENT AT ANY TIME WITHOUT NOTICE. THIS DOCUMENT MAY BE OUT OF DATE AND FILEMAKER MAKES NO COMMITMENT TO UPDATE THIS INFORMATION. FileMaker How To Guide ios Deployment Simplified 9

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