Claris FileMaker Server 9 Quick start guide

FileMaker

®

Server 9

Getting Started Guide

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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 companies listed in the examples are purely fictitious and any resemblance to existing persons and companies is purely

coincidental. Credits are listed in the Acknowledgements document provided with this software. Mention of third-party products is for

informational purposes only and constitutes neither an endorsement nor a recommendation. FileMaker, Inc. assumes no responsibility

with regard to the performance of these products.

For more information, visit our website at www.filemaker.com.

Edition: 01

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Contents

Preface

System requirements for FileMaker Server 7

Mac OS X and Mac OS X Server version 10.4.x (Intel-based Macintosh computers) 8

Mac OS X and Mac OS X Server version 10.4.x (PowerPC-based Macintosh computers) 8

Windows 2000 Server 9

Windows Server 2003 9

Windows XP 10

System requirements for Admin Console and site assistants 10

Supported client applications 11

About the license key 12

Updating the FileMaker Server 9 license 13

Where to go from here 13

Chapter 1

Installation quick start

Before you begin 15

Installing FileMaker Server on a single machine 17

Next steps 27

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4 FileMaker Server Getting Started Guide

Chapter 2

Deploying FileMaker Server across multiple machines

Deployment alternatives 30

One-machine deployment 32

Two-machine deployments 34

Three-machine deployment 36

Installing on multiple machines 37

Before you begin 37

Installing on the worker machines 39

Installing on the master machine 41

Next steps 55

Chapter 3

Testing your deployment

Using the FileMaker Server Technology Tests page 57

Troubleshooting 60

Deployment assistant reports that the web server test failed 60

Admin Console doesn’t start after deployment on master machine 61

Admin Console Start Page says to install Java when it’s already installed 61

Cannot start Admin Console from a remote machine 62

Clients cannot see databases hosted by FileMaker Server 62

The Mac OS web server fails during startup 62

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Contents 5

Chapter 4

Administration overview

About FileMaker Server Admin Console 64

Using Admin Console to administer FileMaker Server 66

Starting Admin Console 67

Uploading a database 70

Backing up databases 70

Hosting databases connected to ODBC data sources 71

Running a server-side script 72

ScriptMaker scripts 72

System-level scripts 73

Sending messages to FileMaker Pro clients 73

Emailing notifications 74

Chapter 5

Upgrading or moving an existing installation

Step 1. Stop FileMaker Server 78

Stopping FileMaker Server 7 or 8 78

Stopping FileMaker Server 9 78

Step 2. Make a copy of databases, scripts, and plug-ins 78

FileMaker Server 7 files 79

FileMaker Server 8 and 9 files 79

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6 FileMaker Server Getting Started Guide

Step 3. Note your FileMaker Server settings 80

Where to note settings for FileMaker Server 7 or 8 80

Where to note settings for FileMaker Server 9 80

Step 4. Uninstall FileMaker Server 81

Uninstalling FileMaker Server 7 or 8 81

Uninstalling FileMaker Server 9 81

Step 5. Install FileMaker Server 9 82

Step 6. Move files to the proper location 83

Step 7. Recreate schedules and configure 83

Chapter 6

Setting up the web server

Windows IIS settings 85

Setting up authentication for a Windows IIS website 85

Mac OS X settings 88

Chapter 7

Additional resources

Product documentation 89

Using FileMaker Server documentation 89

Where to find PDF documentation 90

Registration and customer support 91

Check for software updates 91

Index 93

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Preface

Welcome to FileMaker

®

Server 9. 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.

Before you install, confirm that your machines meet the minimum requirements listed below.

System requirements for FileMaker Server

This section provides the minimum and recommended requirements for running FileMaker Server on the following

systems:

1 Mac OS X and Mac OS X Server version 10.4.x (Intel-based and PowerPC-based Macintosh computers)

1 Windows 2000 Server

1 Windows Server 2003

1 Windows XP

Note For information on systems that are not listed here, see www.filemaker.com.

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8 FileMaker Server Getting Started Guide

Mac OS X and Mac OS X Server version 10.4.x (Intel-based Macintosh computers)

Mac OS X and Mac OS X Server version 10.4.x (PowerPC-based Macintosh computers)

Requirement Recommended Minimum

Hardware CPU Dual Core Intel Any

RAM 2 GB 1 GB

Hard drive 80+ GB 80 GB

Software OS 10.4.x 10.4.x

Web server Apache 1.3 Apache 1.3

PHP PHP 5.2 PHP 4.3

Java 5.0 5.0

Requirement Recommended Minimum

Hardware CPU Dual G5 G5

RAM 2 GB 1 GB

Hard drive 80+ GB 80 GB

Software OS 10.4.x 10.4.x

Web server Apache 1.3 Apache 1.3

PHP PHP 5.2 PHP 4.3

Java 5.0 5.0

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Preface 9

Windows 2000 Server

Windows Server 2003

Requirement Recommended Minimum

Hardware CPU Dual CPU/Core Duo Pentium 2.4 GHz

RAM 2 GB 1 GB

Hard drive 80+ GB 80 GB

Software OS Windows 2000 Server (SP4) Windows 2000 Server (SP4)

Web server IIS 5.0 IIS 5.0

PHP PHP 5.2 PHP 4.3

Java 6 6

Requirement Recommended Minimum

Hardware CPU Dual CPU/Core Duo Pentium 3.4 GHz

RAM 2 GB 1 GB

Hard drive 80+ GB 80 GB

Software OS Windows Server 2003 (SP2) Windows Server 2003 (SP2)

Web server IIS 6.0 IIS 6.0

PHP PHP 5.2 PHP 4.3

Java 6 6

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10 FileMaker Server Getting Started Guide

Windows XP

System requirements for Admin Console and site assistants

You can use the applications that come with FileMaker Server — FileMaker Server Admin Console, PHP Site

Assistant, and XSLT Site Assistant — on machines that have network access to FileMaker Server. These

applications require Java Runtime Environment version 5 at a minimum. For Windows Vista, the minimum

requirement is version 6. The supported platforms for these applications are:

1 Mac OS X and Mac OS X Server version 10.4.x (Intel-based and PowerPC-based Macintosh computers)

1 Windows 2000 Server

1 Windows Server 2003

1 Windows XP

1 Windows Vista

Requirement Recommended Minimum

Hardware CPU Dual CPU/Core Duo Pentium 3.4 GHz

RAM 2 GB 1 GB

Hard drive 80+ GB 80 GB

Software OS Windows XP (SP2) Windows XP (SP2)

Web server IIS 5.1 IIS 5.1

PHP PHP 5.2 PHP 4.3

Java 6 6

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Preface 11

Supported client applications

FileMaker Server supports the following client applications:

1 FileMaker Pro 7, 8, 8.5, and 9

1 Web browsers (or other applications) accessing data through the FileMaker Server 9 Web Publishing Engine

For Instant Web Publishing (FileMaker Server 9 Advanced license required), the supported web browsers are:

1 ODBC (Open Database Connectivity) and JDBC (Java Database Connectivity) client applications using the

FileMaker client drivers (FileMaker Server Advanced license required).

Your copy of FileMaker Server supports one of the following client configurations:

Windows Vista, Windows XP,

Windows Server 2003, or Windows 2000 Server Mac OS X

Firefox 2.0 Firefox 2.0

Internet Explorer 6.0 and 7.0 Safari 1.2, 1.3 (Mac OS X 10.3), or Safari 2.0 (Mac OS X 10.4)

FileMaker Server FileMaker Server Advanced

Up to 250 FileMaker Pro clients Up to 250 FileMaker Pro clients

Up to 125 hosted databases Up to 125 hosted databases

Up to a total of 100 Custom Web Publishing sessions Up to a total of 100 Custom Web Publishing and Instant Web

Publishing sessions

Up to a total of 50 ODBC and JDBC clients

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12 FileMaker Server Getting Started Guide

About the license key

FileMaker software comes with a unique, 35-character license key. Do not lose this license key. We recommend

that you keep the license key in a safe place in case the software ever needs to be reinstalled.

You can find your license key(s) on the back of the CD sleeve. If you paid for your software electronically, you

received an email with a link to a PDF file with your license key.

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

copy of the Software on a single machine or a single multiple-machine deployment at a time (refer to your Software

License). If the license key is invalid or if another copy of the software installed with that same license key is

running on the network, the FileMaker

Server software displays an error message and does not start.

You can choose to deploy FileMaker Server components across multiple machines that work together to form a

single FileMaker

Server deployment. You must have a unique license key for each multiple-machine deployment,

or obtain a volume license for more than one deployment. You must license one copy of FileMaker

Server for each

deployment.

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Preface 13

Updating the FileMaker Server 9 license

To update your license from a trial version of FileMaker Server 9 or from FileMaker Server 9 to FileMaker Server 9

Advanced on the same machine, you must update your FileMaker

Server license key.

To update the FileMaker Server license of an existing deployment:

1. From the FileMaker Server Admin Console, choose Help menu > Update FileMaker Server License. See “Starting

Admin Console” on page 67 for how to start the Admin Console.

2. In the Update License Key dialog box, enter the information required, then click Update.

Note To move your FileMaker Server 9 deployment to a new machine or to upgrade from an earlier version of

FileMaker

Server, see chapter 5, “Upgrading or moving an existing installation.”

Where to go from here

1 To install on a single machine, see chapter 1, “Installation quick start.”

1 To install on multiple machines, see chapter 2, “Deploying FileMaker Server across multiple machines.”

1 To move from an existing installation of FileMaker Server, see chapter 5, “Upgrading or moving an existing

installation.”

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14 FileMaker Server Getting Started Guide

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Installation quick start

Chapter 1

Installation quick start

This chapter explains how to install FileMaker Server on a single machine.

Before you begin

Here is a list of things you must do before installing FileMaker Server:

1 To install on more than one machine, see chapter 2, “Deploying FileMaker Server across multiple machines.”

1 To enable web publishing, ensure that the web server is enabled. See chapter 6, “Setting up the web server.”

1 If your server computer has a firewall, open the necessary ports in the firewall so that FileMaker Server can

communicate with users and administrators:

1 Required on all deployments: 5003, 16000, and 16001.

1 Additionally required for web publishing: 80.

1 Ports 16004, 16006, 16008, 16010, 16012, 16014, 16016, 16018, 50003, and 50006 must be available on the

machine, but not open in the firewall. For more information, see

“One-machine deployment” on page 32.

Note If you are already running FileMaker Pro on the same machine, you must quit FileMaker Pro before

installing FileMaker Server.

1 To upgrade from an earlier version of FileMaker Server, see chapter 5, “Upgrading or moving an existing

installation.” To upgrade to FileMaker Server Advanced, see “Updating the FileMaker Server 9 license” on

page 13.

1 Locate your license key. See “About the license key” on page 12.

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16 FileMaker Server Getting Started Guide

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.

To improve performance:

1 Avoid installing FileMaker Server on a machine that is a user’s primary workstation.

1 Avoid using the machine running FileMaker Server as an email, print, or network file server.

1 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.

1 Do not use anti-virus software to scan the folders that contain hosted database files.

1 Disable screen savers and sleep (or hibernate and standby) mode on the server. These features reduce

performance or suspend access to hosted databases.

1 Use a fast hard disk.

1 Turn off Indexing Service (Windows), Spotlight (Mac OS), or any other third-party file indexing software. This

feature reduces performance.

Also keep in mind the following:

1 You cannot run two different versions of FileMaker Server on the same machine at the same time.

1 Because some DHCP servers cycle IP addresses, FileMaker recommends using a static IP address.

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Chapter 1

|

Installation quick start 17

Installation quick start

Installing FileMaker Server on a single machine

1. Insert the CD into the drive or follow your electronic

download instructions.

2. Double-click the installation icon.

3. Windows: Select a language, then click OK.

4. Review and accept the end user license agreement.

5. Select Single Machine and click Next.

6. Enter your license key information and click Install.

FileMaker Server begins to install. This process may

take several minutes.

Installation icons

Mac OS Windows

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18 FileMaker Server Getting Started Guide

Installation quick start

7. If you don't have Java Runtime Environment version 5 at a

minimum, you are prompted to install it.

1 Windows: You can allow the FileMaker Server

installer to install Java Runtime Environment version 6.

1 Mac OS: Java is part of the standard Mac OS

installation. If you don't have Java installed, use

Software Update to download it and then re-run the

installer.

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Chapter 1

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Installation quick start 19

Installation quick start

8. After the software has been successfully installed,

start the Deployment assistant.

1 Windows: In the last step of the installer, enable

Start the Deployment assistant, then click Finish.

1 Mac OS: Click Continue when prompted to start

the Deployment assistant.

If you have the Open “safe” files after downloading

setting disabled in Safari, locate

admin_console_webstart.jnlp in your download

folder. Double-click this file to start the

Deployment assistant.

If you want, you can stop now and start the

Deployment assistant later. To deploy FileMaker

Server at a later time:

1 Windows: Click Start menu > Programs >

FileMaker Server > FMS 9 Start Page.

1 Mac OS: Double-click the FMS 9 Start Page

shortcut on the desktop.

Windows

Mac OS

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20 FileMaker Server Getting Started Guide

Installation quick start

9. 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.

10. Click Run (Windows) or Trust (Mac OS) to respond to the

security message.

Mac OSWindows

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