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FileMaker Pro Business Applications - for Versions 8 and 8.5 [Pehme köide]

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  • Formaat: Paperback / softback, 626 pages, kaal: 879 g
  • Ilmumisaeg: 10-Aug-2008
  • Kirjastus: Jones and Bartlett Publishers, Inc
  • ISBN-10: 1598220144
  • ISBN-13: 9781598220148
Teised raamatud teemal:
FileMaker Pro Business Applications - for Versions 8 and 8.5Suurem pilt
  • Formaat: Paperback / softback, 626 pages, kaal: 879 g
  • Ilmumisaeg: 10-Aug-2008
  • Kirjastus: Jones and Bartlett Publishers, Inc
  • ISBN-10: 1598220144
  • ISBN-13: 9781598220148
Teised raamatud teemal:
Püsilink: https://www.kriso.ee/db/9781598220148.html
Märksõnad:
The ability to manage information is the key to businesses thriving in an increasingly competitive market. With FileMaker® Pro Business Applications, small business owners and workgroup managers can find out how to write custom database applications in order to add value to critical business information. After demonstrating how easily a database can be written using FileMaker Pro, this book presents a set of 11 business database case studies, all of which can be easily adapted by readers for their own data management requirements. The final section of the book offers ideas on deploying database solutions over a network and the web.Learn how to build a database and design layouts; create relationships between tables; automate tasks using scripts and buttons; secure data through the use of accounts and privileges; exchange data with other applications.
Preface xiii
Acknowledgments xv
Introduction xvii
Part I --- Getting Started with FileMaker Pro
An Introduction to Database Software
3(4)
What Is a Database?
3(1)
FileMaker and Database Terminology
4(1)
FileMaker and Other Types of Databases
5(2)
The FileMaker Product Family
7(4)
The FileMaker Pro 8 Product Lineup
7(2)
FileMaker Pro 8
7(1)
FileMaker Pro 8 Advanced
8(1)
FileMaker Server 8
8(1)
FileMaker Server 8 Advanced
8(1)
FileMaker Mobile 8
9(1)
FileMaker Product Limitations
9(1)
Need a Copy of FileMaker to Work with This Book?
10(1)
Using FileMaker Pro 8
11(18)
Installing FileMaker Pro 8
11(1)
The FileMaker Pro Contact Management Template
12(4)
FileMaker's Application Interface
16(1)
FileMaker's Four Modes
16(1)
Browsing Database Records
17(1)
Adding Records to the Database
18(1)
Finding Database Records
19(3)
Customizing Views in Layout Mode
22(3)
Checking Printouts and Reports with Preview Mode
25(1)
Using Sort to Change the Order in Which Records Appear in a File
26(1)
The Next Step
27(2)
Getting Started with FileMaker --- Your First FileMaker Database
29(24)
Introduction
29(1)
Building a Contacts Database
30(1)
Adding Fields to the Database
31(3)
Adding Records to the Database
34(1)
Assisting with Data Entry
35(3)
FileMaker's Three Views for a Layout
38(1)
Adding a List Layout to the Contacts Database
39(4)
Adding a Table Layout to the Contacts Database
43(3)
Improving the Interface of the Contacts File to Assist Users
46(5)
Deploying the Contacts Database on Your Office Network
51(1)
The Next Step
52(1)
Field Types and When to Use Them
53(8)
Introduction
53(1)
Naming Fields in FileMaker
54(1)
Field Types
55(2)
Text Fields
55(1)
Number Fields
55(1)
Date Fields
55(1)
Time Fields
56(1)
Timestamp Fields
56(1)
Container Fields
56(1)
Calculation Fields
56(1)
Summary Fields
57(1)
Field Options
57(2)
Adding a Unique Serial Number Field to a Table
59(1)
The Next Step
60(1)
Designing Layouts
61(16)
Introduction
61(1)
Layout Types
62(10)
The Standard Form Layout
64(2)
The Columnar List/Report Layout
66(2)
Table View Layouts
68(1)
Label Layouts
69(2)
Envelope Layouts
71(1)
Blank Layouts
71(1)
Adding Parts to a Layout
72(1)
Printing with Layouts
73(1)
Working with Fields in a Layout
74(3)
Relational Database Design
77(26)
Introduction
78(1)
Designing a Relationship between Two Tables with Key Fields
79(1)
Assigning a Primary Key Field Value with FileMaker
80(2)
Building a One-to-Many Relationship with FileMaker
82(2)
Populating the Foreign Key Field with FileMaker
84(8)
Select an FKey Value from a Value List in a Contact Details Layout
84(3)
Select a ``Hidden'' Key Value Disguised as the Client Name in a Contact Details Layout
87(1)
Create a New Contact Record through a Portal in a Client Details Layout
88(2)
Use a Script to Automate the Creation of a New Related Contact Record
90(2)
Avoiding Accidential Deletion or Modification of Related Record Data
92(1)
More Complex Relationships
93(2)
Many-to-Many Relationships
93(1)
Self-Join Relationships
94(1)
Multiple Criteria Relationships
94(1)
Using Entity Relationship Diagrams to Plan a FileMaker Database
95(2)
Managing the Relationships Graph with FileMaker Pro 8
97(6)
Part I --- Avoiding a Relationships Graph ``Spiderweb''
97(1)
Part II --- Turn Your Spiders into Squids or Anchor/Buoys
98(5)
Using Calculation Fields
103(20)
Introduction
103(1)
Defining Calculation Fields
104(2)
The Specify Calculation Dialog Box
106(3)
A Conditional Calculation --- Contact Age
109(2)
Calculation Fields in a Business Database Solution
111(10)
Using Fields from the Same Table in Calculation Fields
111(2)
Using Related Fields in Calculation Fields
113(8)
Conclusion
121(2)
Using ScriptMaker
123(12)
Introduction
123(1)
Using Buttons and Scripts to Automate Tasks
123(2)
Creating a New Script in FileMaker
125(4)
Displaying Scripts in the Scripts Menu
129(1)
Conditional Scripts
130(3)
Conclusion
133(2)
Planning a FileMaker Business Solution
135(8)
Introduction
135(1)
Database Usability
136(1)
Documentation and Support
137(1)
Introduce a Backup Procedure
138(1)
An Introduction to the FileMaker Case Study
Chapters
139(4)
Part II --- FileMaker Project Case Studies
Customer Relationship Management
143(42)
Introduction
143(1)
The CRM Entity Relationship Diagram
144(2)
Building the CRM File
146(38)
Step 1: Adding Tables to the CRM File
146(2)
Step 2: Adding Fields to the CRM File Tables
148(4)
Step 3: Adding Relationships within the CRM File
152(11)
Step 4: Designing an Organisation Details Layout with Tab Panels for the CRM File
163(5)
Step 5: Adding a Welcome Menu Layout with a Customization Wizard
168(5)
Step 6: Completing the CRM Data Entry Layouts
173(8)
Step 7: Enhancing the CRM Solution with Scripts and Script Parameters
181(3)
Taking the Solution Further
184(1)
Timesheets
185(30)
Introduction
185(1)
The Timesheet Entity Relationship Diagram
186(1)
Building the TimeSheets File
187(26)
Step 1: Adding Tables to the TimeSheets File
187(2)
Step 2: Adding Fields to the TimeSheets File Tables
189(2)
Step 3: Adding Relationships within the TimeSheets File
191(3)
Step 4: Designing Data Entry Layouts for the TimeSheets File
194(6)
Step 5: Adding Sample Records to the Tables in the TimeSheets File
200(1)
Step 6: Designing the TimeSheets Entry List Layout
200(5)
Step 7: Enhancing the Basic Timesheet Solution
205(2)
Step 8: Using Calculation Fields to Report on Timesheet Resources
207(6)
Taking the Solution Further
213(2)
Job Bag I --- Creative Design Management
215(36)
Introduction
215(1)
The Broadcast and Ad Production Entity Relationship Diagram
216(1)
Building the Broadcast and Ad Production File
217(32)
Step 1: Adding Tables to the OnTrack File
217(1)
Step 2: Adding Fields to the OnTrack File Tables
218(7)
Step 3: Adding Relationships within the OnTrack File
225(5)
Step 4: Adding Calculation Fields to the OnTrack Tables
230(2)
Step 5: Designing Data Entry, List, and Report Layouts for the OnTrack File
232(12)
Step 6: Automating the OnTrack Solution with Scripts
244(5)
Taking the Solution Further
249(2)
Job Bag II --- Print and Production Management
251(38)
Introduction
251(1)
The Print and Production Management Entity Relationship Diagram
252(1)
Building the Print and Production Management File
253(35)
Step 1: Adding Tables to the Print and Production Management File
253(1)
Step 2: Adding Fields to the PrintProdMgt File Tables
254(6)
Step 3: Adding Relationships to the PrintProdMgt File
260(7)
Step 4: Adding Calculation and Lookup Fields to the PrintProdMgt File Tables
267(3)
Step 5: Designing Data Entry and Report Layouts for the PrintProdMgt File
270(14)
Step 6: Automating the Print and Production Management Solution with Scripts
284(4)
Taking the Solution Further
288(1)
Job Bag III --- Job Sheet Management
289(32)
Introduction
289(1)
The Job Sheet Management Entity Relationship Diagram
290(1)
Building the Job Sheet Management File
291(29)
Step 1: Adding Tables to the FMGlass File
291(1)
Step 2: Adding Fields to the FMGlass File Tables
292(7)
Step 3: Adding Relationships within the FMGlass File
299(2)
Step 4: Adding Calculation and Lookup Fields to the FMGlass File Tables
301(2)
Step 5: Designing Data Entry and Report Layouts for the FMGlass File
303(14)
Step 6: Automating the FMGlass Solution with Scripts
317(3)
Taking the Solution Further
320(1)
Stock Control
321(30)
Introduction
321(1)
The Stock Management Entity Relationship Diagram
322(1)
Building the Stock Management File
323(27)
Step 1: Adding Tables to the Stock Management File
323(1)
Step 2: Adding Initial Fields to the StockMgt File Tables
324(4)
Step 3: Adding Relationships within the StockMgt File
328(5)
Step 4: Adding Calculation and Lookup Fields to the StockMgt File Tables
333(2)
Step 5: Designing Data Entry and Report Layouts for the StockMgt File
335(12)
Step 6: Automating the StockMgt Solution with Scripts
347(3)
Taking the Solution Further
350(1)
Event Management
351(32)
Introduction
351(1)
The Event Management Entity Relationship Diagram
352(1)
Building the Event Management File
353(28)
Step 1: Adding Tables to the Event Management File
353(1)
Step 2: Adding Initial Fields to the Event Management File Tables
354(6)
Step 3: Adding Relationships within the Event Management File
360(5)
Step 4: Additional Calculation and Lookup Fields for the Event Management File Tables
365(2)
Step 5: Designing Data Entry and List Layouts for the Event Management File
367(11)
Step 6: Automating the Event Management Solution with Scripts
378(3)
Taking the Solution Further
381(2)
Asset and Facilities Management
383(28)
Introduction
383(1)
The Asset and Facilities Management Entity Relationship Diagram
384(1)
Building the Asset and Facilities Management File
385(24)
Step 1: Adding Tables to the FMRooms File
385(1)
Step 2: Adding Initial Fields to the FMRooms File Tables
386(6)
Step 3: Adding Relationships within the FMRooms File
392(5)
Step 4: Additional Calculation Fields for the FMRooms Tables
397(2)
Step 5: Designing Data Entry and Report Layouts for the FMRooms File
399(9)
Step 6: Automating the Asset and Facilities Management Solution with Scripts
408(1)
Taking the Solution Further
409(2)
Subscription Management
411(28)
Introduction
411(1)
The Subscription Management Entity Relationship Diagram
412(1)
Building the Subscription Management File
412(26)
Step 1: Adding Tables to the FMSubs File
412(1)
Step 2: Adding Initial Fields to the FMSubs File Tables
413(4)
Step 3: Adding Relationships within the FMSubs File
417(6)
Step 4: Adding Calculation and Lookup Fields to the FMSubs File Tables
423(2)
Step 5: Designing Data Entry and Report Layouts for the FMSubs File
425(9)
Step 6: Automating the FMSubs File with Scripts
434(4)
Taking the Solution Further
438(1)
Patient and Treatment Management
439(36)
Introduction
439(1)
The Patient Management Entity Relationship Diagram
440(1)
Building the Patient Management File
441(32)
Step 1: Adding Tables to the Patient Management File
441(1)
Step 2: Adding Fields to the Patient Management File Tables
442(7)
Step 3: Adding Relationships within the Patient Management File
449(4)
Step 4: Adding Calculation and Lookup Fields to the Patient Management Tables
453(4)
Step 5: Designing Data Entry and Report Layouts for the Patient Management File
457(13)
Step 6: Automating the Patient Management Solution with Scripts
470(3)
Taking the Solution Further
473(2)
Veterinary/Professional Practice Management
475(44)
Introduction
475(1)
The Veterinary Practice Management Entity Relationship Diagram
476(1)
Building the Veterinary Practice Management File
477(39)
Step 1: Adding Tables to the Veterinary Practice Management File
477(1)
Step 2: Adding Fields to the VetPractice File Tables
478(8)
Step 3: Adding Relationships within the Practice Management File
486(6)
Step 4: Adding Calculation and Lookup Fields to the Veterinary Practice Tables
492(2)
Step 5: Designing Data Entry and Report Layouts for the VetPractice File
494(17)
Step 6: Automating the VetPractice Solution with Scripts
511(5)
Taking the Solution Further
516(3)
Part III --- Deploying Your Business Solution
FileMaker Deployment Options
519(10)
Introduction
519(1)
Sharing a FileMaker File
520(1)
Peer-to-Peer FileMaker Sharing
520(1)
Configuring a File for Network Sharing
521(4)
Peer-to-Peer Database Hosting Troubleshooting
525(1)
Sharing a Database with FileMaker Server
525(1)
Web Publishing
526(1)
Other Methods for Deploying a FileMaker Database
527(2)
FileMaker Server 8
529(20)
Introduction
529(1)
Does My Business Need FileMaker Server 8?
530(1)
Minimum Computer Requirements to Run FileMaker Server 8
530(2)
FileMaker Server Installation
532(1)
Testing the Server Installation
532(3)
Preparing Your Database Files for Hosting with FileMaker Server 8
535(2)
Preparing the File for Network Access
535(1)
Where to Put the Hosted Files
536(1)
Scheduling Database Backups with FileMaker Server
537(4)
The Database Hosting Assistant
541(3)
The Client Connections Assistant
544(1)
Opening a File Hosted by FileMaker Server
545(4)
Security Issues
549(10)
Introduction
549(1)
Accounts, Privilege Sets, and Extended Privileges
550(1)
Managing Accounts and Privileges in a File
550(3)
Adding a New Account to a File and Assigning Privilege Sets
553(2)
A Closer Look at Privilege Set Management
555(3)
Security Checklist
558(1)
Getting Data In and Out of FileMaker
559(18)
Introduction
560(1)
FileMaker's Import and Export File Formats
561(2)
Tab-Separated Text
561(1)
Comma-Separated Text
561(1)
SYLK
562(1)
DIF
562(1)
Lotus 1-2-3
562(1)
Basic
562(1)
Merge
562(1)
Microsoft Excel
563(1)
dBASE
563(1)
Viewing the Source File before Importing into FileMaker
563(1)
Importing Records into a FileMaker Table from a Source File
564(4)
Importing Data into FileMaker from a Folder
568(1)
Exporting Data from FileMaker
569(1)
Improving the Format of Imported Data with FileMaker
570(7)
FileMaker and Other Applications
577(20)
Introduction
577(1)
Saving and Sending Data in Other Formats with FileMaker Pro 8
578(3)
Excel Maker
578(1)
PDF Maker
579(1)
Fast Send
580(1)
Using FileMaker Records as Mail Merge Data Source with Microsoft Word
581(6)
Using ODBC to Capture FileMaker Data from Microsoft Excel
587(7)
Using a Looping Script in FileMaker to Send a BCC Email
594(3)
FileMaker and Instant Web Publishing
597(10)
Introduction
597(1)
Instant Web Publishing Requirements
598(1)
Preparing a Database for IWP
599(2)
Testing the IWP Connection
601(2)
Working with a Database in IWP
603(1)
Adapting a Business Database for IWP
604(3)
Taking It Further
607(2)
Appendix A What's New in FileMaker Pro 8.5 609(8)
Appendix B FileMaker Resources 617(2)
Appendix C The FileMaker Challenge 619(1)
Index 620
Arthur W. Evans has been designing database solutions for business, government, education, and charity sector clients using FileMaker for over 16 years, having first used FileMaker to analyze coastal erosion rates around the UK for his doctoral thesis. He has helped clients ranging in size from one-person bands to the United Nations add value to business information using FileMaker Pro, and has also written training materials and technical papers for FileMaker, Apple, and Claris. His professional practice, AWE Consultancy, is a member of the FileMaker Solutions Alliance and has offices in London and Northern Ireland.