Setting up FileMaker 10 Server

Transcription

1 Setting up FileMaker 10 Server Note : If your current live Database folder is located in the default database folder ( C:\Program Files\FileMaker\FileMaker Server\Data\Databases ), move\copy this folder to a safe location before installing FileMaker Server 10 to ensure it is not deleted. If the same applies for the backup folder, move/copy the backups also. Contents 1) Uninstall FileMaker Server 9 Page 2 2) Install / Enable Web Services Page 2 3) Install FileMaker Server 10 Page 3 4) Install FileMaker Server Updates Page 16 5) Delete Sample Database Page 17 6) Create Database folder Page 18 7) Create Backup Folder Page 18 8) Configure FileMaker Server Page 19 9) Install FileMaker Pro 10 Client Page 28 10) Setup plugins for FileMaker 10 Client, on the server. Page 34 Page 1 of 34

2 Step One : Uninstall FileMaker Server 9 Only one instance of the FileMaker Server service is included in the list of services. So installing FileMaker Server 10 will overwrite the earlier Server service. As such, it is cleaner to simply uninstall the previous FileMaker Server version before installing FileMaker Server 10. Note : If your current live Database folder is located in the default database folder ( C:\Program Files\FileMaker\FileMaker Server\Data\Databases ), move\copy this folder to a safe location before installing FileMaker Server 10 to ensure it is not deleted. If the same applies for the backup folder, move/copy the backups also. Step Two : Web Services If you plan to use the Web functionality in KAMAR, then you need to first install (if not already) Windows Application Server IIS on your Windows 2003 server as a server role. If on Mac OS X server, then Web Publishing is installed by default. You just need to enable it within Server Admin. Page 2 of 34

3 Step Three : Install FileMaker Server 10 We are now ready to install FileMaker Server 10. Insert the CD into your computers CD drive and launch the CD Locate and launch the Setup.exe (Win) or Install (Mac) application on the FileMaker Server 10 CD The default language should be English. Click OK Page 3 of 34

4 After a few seconds, the initial Installation dialog will appear. The next window to appear gives a checklist to read through in preparation for the installation. Page 4 of 34

5 Followed by the FileMaker Server Software License. Accept and Next. Accept the default destination folder and click on Next. Page 5 of 34

6 For the purposes of this tutorial, we will be installing FileMaker Server and it s web publishing components on a single machine. If you intend to have the Web Publishing on a separate server (eg. Your schools web server), then you may want to select Multiple Machines instead. Next, enter your registration details. Remember the User or Organisation name must match that which is on your Annual Site License Agreement. Page 6 of 34

7 We are now ready to begin the installation. The new version of FileMaker Server 10, requires Java Runtime Environment installed. If this isn t already installed, then you will be prompted to install version 6. Please Note that while FileMaker Server 9 and the Admin Console will not run with Java 6 Update 10 (or 11) installed, FileMaker Server 10 has not had the same issue. Page 7 of 34

8 After installing the required files, the InstallShield Wizard Completed dialog will show, and by default, the Start the Deployment assistant option is ticked. If not, then tick the box for that option, then click on Finish A browser window will then open pointing to the path - Page 8 of 34

9 If the Deployment Wizard application does not start, possible causes may be: Internet Explorer 7 - local hosts not set to bypass the proxy server. Firewall - blocking access to ports (port in particular) Running hosted sites through IIS on the same server. After a few seconds, the Deployment Assistant window will appear with the setup for an admin Console Account. Enter the details or an admin username & password. then click on Next. NB 1. Store this admin username and pswd somewhere secure. 2. You can also later configure the FileMaker Server to allow login access to the fmsadmin user group. Users of that group can log in with their login details rather than the admin user. Page 9 of 34

10 Now, enter a server name, and should you want to, other contact details Disable ODBC / JDBC support option unless you plan to use it yourself. Page 10 of 34

11 Next, you can leave Web Publishing enabled if you have installed the Internet Information Services (IIS) server role and intend to take advantage of the Web Publishing within KAMAR. If not, then disable Web Publishing and skip the next few steps. Just enable the php interface, disabling the other options (XML, XSLT, Instant Web Publishing) unless you intend to use them yourself. Select the option to install the FileMaker server supported version of PHP unless you have already installed php on your server. Page 11 of 34

12 The next step confirms which Web Server you are using. Provided you have installed the Internet Information Services (IIS) component, then this should be listed in the next step. When clicking on Next, IIS will be queried before going to the Deployment Summary screen. Should you get a window appear asking for details to the webserver, it may be that IIS isn t functioning or installed correctly If IIS isn t showing (or your selected web service), then check you have correctly installed IIS as in step 2. You may need to restart your server after installing in order for it to show. Click on Finish. Page 12 of 34

13 FileMaker Server will now apply the settings you have made. When done, you should get a Welcome dialog with the Admin Console behind it. Click on OK to continue. Page 13 of 34

14 You will then get this FileMaker Server Admin console window from where you will manage the FileMaker Server installation and also the sharing of the KAMAR database. Now at this point, quit out of the Admin console, then then click on Next on this window waiting in the background. At the Finish Admin Install window, click on Finish to complete the installation. Page 14 of 34

15 Now this should create a shortcut on the desktop to start the Admin Console: If it isn t there, click on the Start menu, followed by All Programs and FileMaker Server and choose the option FMS 10 Start Page. If this link doesn t exist, open a web browser and path to the : location. Log into the Admin Console, then quit. The shortcut should be there now. Page 15 of 34

16 Step Four : Install FileMaker Server Updates. To check for any FileMaker Server 10 updates, click on the Help menu in the admin console window and then the option - Check for Update. To install the updates 1) Stop FileMaker Server & Web Publishing using the icon for each in FileMaker Server Admin Console. 2) Quit the FileMaker Server Admin Console 3) On Windows : Stop the FileMaker Service 4) Open the updater you downloaded, and run the Setup.exe (Windows) or Install (Mac) 5) Repeat the above steps to apply the FileMaker Server update 6) Once updated, restart the Filemaker Service, then log into the Admin console Note : point your web browser to to open the Admin Console if a shortcut isn t showing on your desktop. Page 16 of 34

17 Step Five : Delete Sample Database After the installation and configuration of the Filemaker Server, a sample database is created in the default Databases folder which needs to be deleted. To do so, delete the Sample database folder from the system when the FileMaker server is in a stopped state. For Windows, the location is shown here: For Macintosh, the sample database is installed in this location: Macintosh HD:Library:FileMaker Server:Data:Databases:Sample Page 17 of 34

18 Step Six : Create Database Folder If the database location in the FileMaker Server 9 setup for the live database was in the default : C:\Program Files\FileMaker\FileMaker Server\Data\Databases\ - you will either need to copy the saved database back into this default location, or create a new database folder that the FileMaker Server will point to and copy to that location. If, however, you had your database stored elsewhere on the server, then you do not need to do anything here, just point the FileMaker server to it. As with previous versions, please ensure that this folder is excluded from any virus scanning and/or automated backup routines. You should also NOT share this folder! Step Seven : Create Backup Folder As for the database folder, if your backup folder was located in a different location to the default, then you don t need to do anything here other than point to this folder in the Admin console for the backup path location If the default backup location had been used previous and you wish to continue using it, then copy the backups back into this default location. Otherwise, create a new backup folder elsewhere on the server and then copy the backups into it, and point the FileMaker server to it. For this example, we have created a FM9 Backups directory on the D: drive of this server Page 18 of 34

19 Step Eight : Configure FileMaker Server Now the FileMaker server needs to be configured. Open FileMaker Server Admin Console. The shortcut should have been placed on the desktop during the initial installation. If not, then you can also get to it from your web browser by entering the server s IP or DNS address, with port into your web browser (as shown in the example below). Note : You can do this from any machine. It doesn t need to be the server itself. Warning : There can be a short delay before the login screen appears. This is normal. Page 19 of 34

20 Enter the User Name and Password you used during the initial Installation of FileMaker Server. Page 20 of 34

21 Autostart FileMaker Server With any database server, FileMaker included, corruption can happen if the server isn t shut down correctly. As such, it is strongly recommended that your FileMaker/KAMAR server is connected to a UPS backup power supply, and the server is configured to shut down in the even of a power cut. On any occasion where FileMaker server hasn t shut down correctly, you should ALWAYS restore from the last valid backup. We also advise that you disable the Autostart of FileMaker server option. While this does mean you need to manually start the server up, it does ensure you know when it has stopped. By disabling this option, we remove the risk of your server restarting without you knowing and you ending up with damaged data files. To do so, select the Auto Start tab from the Configuration General Settings Menu. Un-tick the Automatically start Database Server option and click on Save Page 21 of 34

22 Enable Other users to log onto Admin Console While in the Database Settings area, click on the Admin Console TAB. In the Authentication area, tick the box for the Allow members of the fmsadmin group to login setting. It would be worth ticking this option even if you haven t added that fmsadmin group yet. When ready create that fmsadmin group and add the appropriate users to it. This will mean that any user listed as a part of this group can then log into the admin console and not need the admin login details. This is also a backup option should the admin username/pswd set at the beginning of the FileMaker Server installation be lost or forgotten. Page 22 of 34

23 Number of Guest Connections & Client Updates Select Database Server from the Configuration menu on the left. On the first FileMaker Pro Clients tab, modify the Maximum number of FileMaker Pro Connections setting to an appropriate value for your school. Also, check the Allow FileMaker Pro clients to download updates automatically option. After adjusting both settings, click on Save. Number Database Files to Host Select the Databases tab from within Configuration Database Server Change the default Maximum number of files to host setting to at least 60 and click on Save. NB: If this setting is too low, then you some of the database files will not open. Page 23 of 34

24 While in that same Databases TAB, look at the current Database Cache setting. Based on the available RAM on the server, the first line in that section lists the maximum allowed cache size. Depending on the value listed, set the RAM reserved for database cache setting to that value: If the maximum value seems to high to use, just set to a reasonable figure. The maximum you should use is 512MB. Location of Database Files & Backups We can now specify where our main KAMAR files are to be located. NB : If the location of the live database and backups is to be in the default location as shown here: - then you do not need to do this step. Otherwise, for the purposes of this example, we have set up a Databases and FM9 Backups folder located on the D: drive: Page 24 of 34

25 Select the Default Folders tab from within Configuration Database Server Type in the path for your preferred database location, ensuring that you start with : filewin:/ In this example - filewin:/d:/databases/ - ensuring that the path finishes with a forward slash. You must press the Validate button before you can save this change. This step validates the path details. Now do this also for the path to the Backups folder Note : Should you have problems validating that Database or Backup folder paths on an Apple Server, open Finder window, find the database folder and then change the permissions of that folder so that Everyone or the FMSAdmin group has Read/Write access. Also apply those permissions down into the enclosed items in that folder. Page 25 of 34

26 Enable Server Plug-ins By Default, plug-ins aren t enabled on the server. To do so, we need to select the Server Plug-Ins tab under Database Server. First, tick the Enable FileMaker Server to use plug-ins box, then tick the Enabled box for each plug-in then click on Save. To load the plug-ins, stop the FileMaker server from within the admin console, then when the green start icon becomes bold, start the FileMaker server again. Only four plug-ins are currently needed. IDMA Plugin,MailIt,PHP and Troi File Plug-in. Page 26 of 34

27 If the plug-ins aren t listed, then : Copy the various plug-ins from the AutoUpdate folder in the live database folder to this location, but do not include the Troi Dialog plug-in: NB : The path on a MAC server is : /Library/FileMaker Server/Database Server/Extensions/ Try stopping and restarting the Database server Page 27 of 34

28 Step Nine : Install FileMaker Pro 10 Client We are now ready to install FileMaker Pro 10 Client software on the server. This software will be used if you need to open the KAMAR database locally on the server, and when you run any KAMAR upgrades. The current version of the FileMaker 10 Client software (standard or advanced) can be downloaded from our members website and located in the File Downloads >> Filemaker >> FileMaker 10 area. If, however, you have the CD, insert it into your CD drive and launch the CD Locate and launch the Setup.exe (Win) or Install (Mac) application on the FM Pro 10 CD. and the following screen will appear: Click on the left icon. Click on OK to select the English language option: Page 28 of 34

29 Click on Next Next, enter your registration details. Remember the User or Organisation name must match that which is on your FileMaker 10 Site License Agreement. Page 29 of 34

30 Choose to accept the license agreement, then click on Next Accept the default installation location and click on Next : Page 30 of 34

31 For Setup Type select Complete and click Next : Un-tick the 2 shortcut options and click Next : Page 31 of 34

32 Now click on Installation to install the files: Now click on Finish to complete the client installation: Page 32 of 34

33 At the registration screen, feel free to just click on the Register Later button: And click OK at the next screen: Page 33 of 34

34 Step Ten : Setup plugins for FileMaker 10 Client, on the server. Once you have installed the client software you need to copy over the plugins for the client to use. The client needs these plugins in order to run the KAMAR updates. C:\Program Files\FileMaker\FileMaker 10\Extensions\ You can copy the plugins from the AutoUpdate folder. Make sure you copy the.fmx file and not just the folder. Page 34 of 34