FILEMAKER 12 Getting Started
FILEMAKER 12 Getting Started
FILEMAKER 12 Getting Started
Chapter 1
Installation quick start 9
Before you begin 9
Considering performance 9
Installing the 32-bit or 64-bit version of FileMaker Server 10
Installing FileMaker Server on a single machine 10
Next steps 20
Chapter 2
Deploying FileMaker Server across multiple machines 21
Deployment alternatives 21
One-machine deployment 22
Two-machine deployment 23
Three-machine deployment 24
Installing the 32-bit or 64-bit version of FileMaker Server 25
Installing on multiple machines 25
Before you begin 25
Installing on the worker machines 26
Installing on the master machine 28
Installation notes 39
Next steps 39
Chapter 3
Testing your deployment 40
Using the FileMaker Server Technology Tests page 40
Troubleshooting 42
Deployment assistant reports that the web server test failed 42
Deployment assistant does not start after installation 43
Admin Console doesn’t start after deployment on master machine 43
Admin Console Start Page says to install Java when it’s already installed 43
Cannot start Admin Console from a remote machine 44
Clients cannot see databases hosted by FileMaker Server 44
The Mac OS web server fails during startup 44
4
Chapter 4
Administration overview 45
About FileMaker Server Admin Console 45
Using Admin Console to administer FileMaker Server 46
Starting Admin Console 47
Uploading a database 48
Backing up databases 49
Scheduling database backups 49
Using progressive backup 49
Verifying the integrity of databases 50
Hosting databases connected to ODBC data sources 50
Enabling ODBC data source single sign-on (Windows only) 50
Running a server-side script 51
FileMaker scripts 51
System-level scripts 52
Script Sequences 52
Sending messages to FileMaker Pro and FileMaker Go clients 52
Viewing log file entries in Admin Console 53
Emailing notifications 53
Chapter 5
Upgrading or moving an existing installation 54
Step 1. Save your schedules and administrator groups 55
Step 2. Note your FileMaker Server settings 55
Where to note settings for FileMaker Server 10, 11, or 12 55
Step 3. Stop FileMaker Server 56
Step 4. Make a copy of databases, scripts, and plug-ins 56
FileMaker Server 10 files (default installation) 56
FileMaker Server 10 files (non-default installation) 56
FileMaker Server 11 files (default installation) 56
FileMaker Server 11 files (non-default installation) 57
FileMaker Server 12 files (default installation) 57
FileMaker Server 12 files (non-default installation) 57
Step 5. Uninstall FileMaker Server 57
Windows 57
Mac OS 58
Step 6. Clear the Java cache and web browser cache 58
Step 7. Install FileMaker Server 12 59
Step 8. Convert database files 59
Step 9. Move files to the proper location 59
Step 10. Load your schedules and administrator groups 60
Step 11. Recreate schedules and configure 60
5
Chapter 6
Setting up the web server 61
Enabling the Apache web server in Mac OS X 61
Enabling the IIS web server in Windows 61
Setting up authentication for a Windows IIS website 62
Chapter 7
Additional resources 64
Product documentation 64
Using FileMaker Server documentation 64
Where to find PDF documentation 64
Registration and customer support 64
Check for software updates 65
Index 66
Preface
Welcome to FileMaker® Server 12. 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.
Before you install, confirm that your machines meet the minimum requirements listed below.
Note FileMaker Server is supported on Windows 7 for single machine installations for
development use. Windows 7 is not supported for deployment use on multiple machine
installations.
For information on the hardware and software requirements for these systems, see
http://www.filemaker.com/r/fms-specs.
Notes
1 Bonjour is optional on Windows. The FileMaker Server installer optionally installs Bonjour for
Windows. If Bonjour services is not installed, the server cannot be displayed to FileMaker Pro
users in the Open Remote dialog box or to FileMaker Go users in the File Browser.
1 On Windows 64-bit editions:
1 The 64-bit version of Bonjour is optionally installed.
1 Both the 32-bit and 64-bit versions of Microsoft Visual C++ Redistributable Package ATL
Security are installed.
1 FileMaker Server requires the 32-bit version of Java Runtime Environment version 6 to run
FileMaker Server Admin Console.
Preface 7
Your copy of FileMaker Server supports one of the following client configurations:
FileMaker Server FileMaker Server Advanced
Up to 250 FileMaker Pro and FileMaker Go clients Unrestricted number FileMaker Pro and FileMaker Go
clients*
Up to 125 hosted databases Up to 125 hosted databases
Up to a total of 100 Custom Web Publishing Up to a total of 200 Custom Web Publishing sessions
sessions
Up to a total of 100 Instant Web Publishing sessions
Up to a total of 50 ODBC and JDBC clients
*. Note: Although FileMaker Server Advanced allows an unrestricted number of simultaneous FileMaker Pro and FileMaker Go 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 the effective limit on the number of simultaneous client connections.
Preface 8
1. From the FileMaker Server Admin Console, choose Help menu > Update FileMaker Server
License. See “Starting Admin Console” on page 47 for information on how to start Admin
Console.
2. In the Change License Key dialog box, enter the information required, then click Update.
You can also change the license key from the Admin Console General Settings > Server
Information tab. Click Change License Key to open the Change License Key dialog box.
Note To move your FileMaker Server 12 deployment to a new machine or to upgrade from an
earlier version of FileMaker Server, see chapter 5, “Upgrading or moving an existing installation.”
Considering performance
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.
Chapter 1 | Installation quick start 10
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, multiple-disk RAID system, or reliable Storage Area Network (SAN) for the
hosted databases.
1 Turn off Indexing Service (Windows), Spotlight (Mac OS), or any other third-party file indexing
software. This feature reduces performance.
Mac OS Windows
Note On Windows, you can select a non-default location. See “Installation notes” on page 39.
12. After the software has been successfully installed, start the Deployment assistant.
1 Windows: In the last step of the installer, select Start the Deployment assistant, then click
Finish.
1 Mac OS: Click Continue. (If necessary, see “Deployment assistant does not start after
installation” on page 43.)
Windows Mac OS
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 > All Programs > FileMaker Server > FMS 12 Start Page.
1 Mac OS: Double-click the FMS 12 Start Page shortcut on the desktop.
13. A FileMaker Server Start Page opens in the web browser. It may take a few minutes for Admin
Console to start and the Deployment assistant to appear.
Note If the Admin Console and Deployment assistant do not start, see “Deployment assistant
does not start after installation” on page 43.
14. Click Run (Windows) if necessary, or click Allow (Mac OS) to respond to the security
message.
Chapter 1 | Installation quick start 13
15. In the first step of the Deployment assistant, assign the user name and password you want to
use whenever you log into Admin Console as the server administrator. The server administrator
is responsible for installing and configuring FileMaker Server as well as managing the
FileMaker Pro databases hosted on FileMaker Server. Click Next.
16. In the next step, you can either perform a clean installation or import settings from a Schedules
and Groups settings file saved from a previous FileMaker Server 11 or 12 installation.
1 To perform a clean installation, click No, perform a clean installation.
1 To import settings from a previous FileMaker Server installation, click Yes, import my
settings. Then click Browse and navigate to the folder where you saved the Schedules and
Groups settings file. Select the Schedules and Groups settings file and click Open. Click
Load to load the Schedules and Groups settings file into FileMaker Server.
Note any errors that are listed in Import Results so that you can make the necessary
corrections.
Click Next to go to the next step.
Chapter 1 | Installation quick start 15
17. 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
and FileMaker Go users in the File Browser.
18. 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.
Important This feature allows clients to use FileMaker files as data sources using ODBC and
JDBC. This feature is not needed to host FileMaker Pro databases that access ODBC data
sources. For more information, see FileMaker Pro Help.
Chapter 1 | Installation quick start 16
19. 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 23 if you are not enabling web publishing.
Note To use web publishing, the web server must be installed and running. See chapter 6,
“Setting up the web server.”
Chapter 1 | Installation quick start 17
20. Select the web publishing technologies you want to use and click Next.
1 You can install the FileMaker Server supported version of the PHP engine (see
http://www.filemaker.com/r/fms-specs), 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.
1 If you use your own PHP engine, you must manually install the FileMaker API for PHP to use
PHP publishing. See FileMaker Server Custom Web Publishing with PHP for more
information.
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 9.
Note To specify a web server later, select Skip this step and select a web server later and
click Next.
22. 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. For more information, see “Troubleshooting” on page 42.
Chapter 1 | Installation quick start 19
23. A deployment summary appears. Click Finish or click Back to change any of your choices.
24. FileMaker Server is being deployed. This may take a few minutes. The information listed in
Deployment Results shows the deployment and configuration changes as they occur. When
deployment completes, click OK to continue.
Chapter 1 | Installation quick start 20
25. 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” below.
26. In the FileMaker Server Overview pane, note the IP address of the server.
Tip Write down the IP address so that you can start Admin Console from another computer.
Windows: When Admin Console starts and the firewall is on, an alert displays. Click Unblock
to start Admin Console.
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 47.
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.”
3. Register your software: Register your copy of FileMaker Server. See “Registration and
customer support” on page 64.
Note If you’re not using web publishing, you don’t gain performance improvements from a
multiple-machine deployment.
Deployment alternatives
The diagram below shows the major components of FileMaker Server. You can deploy them all on
one machine or across two or three machines. The operating systems of the machines can be all
Windows, all Mac OS, or any combination of the two.
FileMaker Server components
Web Server
Web Publishing
Web Server Module Engine Database Server
PHP Engine
Admin Console
1 Database Server: hosts the databases that you share with FileMaker Pro and FileMaker Go
users and publish on the web. In a multiple-machine deployment, the machine running the
Database Server is called the master machine. See the description below.
1 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.
1 The master machine is always the machine on which the Database Server is deployed.
1 The worker machines are the machines that run the Web Publishing Engine and the web server.
The master communicates with the workers to handle database requests from users, configure
the settings on all machines, and monitor the status and activity of all components.
Important To enhance the security of your database solution, especially on the internet, consider
using a firewall on the public side of a FileMaker Server deployment. Also consider using SSL for
the web server. For more information on setting up security for web published solutions, see
http://www.filemaker.com/support/security.
One-machine deployment
You can deploy FileMaker Server on one machine in two ways: Database Server only or Database
Server and Web Publishing Engine. For information on installing FileMaker Server in a one-
machine configuration, see chapter 1, “Installation quick start.”
Database Server
Admin Console
Ports 5003, 16000, and 16001 must be open.
Ports 5013, 16004, and 50003 must be available.
Chapter 2 | Deploying FileMaker Server across multiple machines 23
Web Server
Web Publishing
Web Server Module
Engine Database Server
PHP Engine
Admin Console
Ports 80, 5003, 16000, 16001, 16016, and 16018 must be open.
Ports 5013, 5015, 16004, 16006, 16008, 16010, 16012, 16014, 16020, 16021, and 50003 must be available.
Two-machine deployment
You can deploy FileMaker Server across two machines in two ways.
Two-machine
You deploy the Web Publishing Engine, web server, and Web Server Module on one machine. You
deploy the Database Server on a second machine.
Benefits: This deployment separates all of the web publishing-related components from the
Database Server. Under most conditions, this configuration is the highest performing FileMaker
Server deployment.
Web Server
Web Publishing
Web Server Module
Engine Database Server
PHP Engine
Admin Console
Ports 16000 and 16004 through 16021 must Ports 5003, Ports 5003, 5013, 5015,
be available. 16000, and 16000, 16001, and 50003
16001 must be must be available.
open.
Chapter 2 | Deploying FileMaker Server across multiple machines 24
Two-machine alternative
You deploy the web server and Web Server Module on one worker machine, and you deploy the
Web Publishing Engine and the Database Server on a second (master) machine. In this deployment,
you can optionally locate the web server (worker) machine outside of a firewall, and the Web
Publishing Engine and the Database Server (master) machine can be located inside the firewall.
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.
Web Server
Web Publishing
Web Server Module
Engine Database Server
PHP Engine
Admin Console
Port 16000 must Ports 5003, 16000, Ports 5003, 5013, 5015, 16000, 16001, 16004 through 16021, and
be available. 16001, 16016, 16018, 50003 must be available. Port 5003 must be open if machine two
16020, and 16021 must has an internal software firewall.
be open.
Three-machine deployment
You deploy the web server and Web Server Module on one worker machine, deploy the Web
Publishing Engine on a second worker machine, and deploy the Database Server on a third
(master machine). The web server and Web Server Module are on a machine that serves as the
request gateway, and you can optionally use a firewall to separate them from the components on
the other two machines.
Benefits: In general, this deployment performs slightly slower than the two-machine deployment for
web publishing because of the overhead to communicate with the separate web server machine.
However, the overhead is generally minimal and constant. In a very high-load environment, this
deployment outperforms the two-machine deployment because the web server is offloaded.
Admin Console
Web Server
Web Publishing
Web Server Module
Engine Database Server
PHP Engine
Ports 16000, 16010, 16018 Ports 16000, 16016, Ports 16000 and 16004 Ports 5003, Ports 5003, 5013, 5015,
must be available. 16018, 16020, and through 16021 must be 16000, and 16001 16000, 16001, and 50003
16021 must be open. available. must be open. must be available.
Chapter 2 | Deploying FileMaker Server across multiple machines 25
Important Install the FileMaker Server software on the worker machines first and then on the
master machine.
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 “Upgrading the
FileMaker Server 12 license” on page 8.
1 Locate your license key. See “About the license key” on page 8.
1 If you are currently running FileMaker Pro on the same machine, you must quit FileMaker Pro
before installing FileMaker Server.
Note If you set up a machine as a worker and want to change it to a master, uninstall and then
reinstall FileMaker Server. Choose Master in the installer’s Master/Worker Designation dialog
box. For more information, see chapter 5, “Upgrading or moving an existing installation.”
1. Insert the CD into the drive or follow your electronic download instructions.
Mac OS Windows
Note On Windows, you can select a non-default location. See “Installation notes” on page 39.
8. Select Multiple Machines and click Next.
11. After the software has been successfully installed, click Finish (Windows) or OK (Mac OS) to
complete the installation of a worker machine.
Next, install FileMaker Server 12 on another worker machine or on the master machine.
Windows Mac OS
Mac OS Windows
5. 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).
6. Review and accept the end user license agreement.
Note On Windows, you can select a non-default location. See “Installation notes” on page 39.
Chapter 2 | Deploying FileMaker Server across multiple machines 29
13. After the software has been successfully installed, start the Deployment assistant.
1 Windows: In the last step of the installer, select Start the Deployment assistant, then click
Finish.
1 Mac OS: Click Continue. (If necessary, see “Deployment assistant does not start after
installation” on page 43.)
Windows Mac OS
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 > All Programs > FileMaker Server > FMS 12 Start Page.
1 Mac OS: Double-click the FMS 12 Start Page shortcut on the desktop.
14. A FileMaker Server Start Page opens in the web browser. It may take a few minutes for Admin
Console to start and the Deployment assistant to appear.
Note If the Admin Console and Deployment assistant do not start, see “Deployment assistant
does not start after installation” on page 43.
15. Click Run (Windows) or Allow (Mac OS) to respond to the security message.
Chapter 2 | Deploying FileMaker Server across multiple machines 31
16. In the first step of the Deployment assistant, assign the user name and password you want to
use whenever you log into Admin Console as the server administrator. The server administrator
is responsible for installing and configuring FileMaker Server as well as managing the
FileMaker Pro databases hosted on FileMaker Server. Click Next.
17. In the next step, you can either perform a clean installation or import settings from a Schedules
and Groups settings file saved from a previous FileMaker Server 11 or 12 installation.
1 To perform a clean installation, click No, perform a clean installation.
1 To import settings from a previous FileMaker Server installation, click Yes, import my
settings. Then click Browse and navigate to the folder where you saved the Schedules and
Groups settings file. Select the Schedules and Groups settings file and click Open. Click
Load to load the Schedules and Groups settings file into FileMaker Server.
Note any errors that are listed in Import Results so that you can make the necessary corrections.
Click Next to go to the next step.
Chapter 2 | Deploying FileMaker Server across multiple machines 32
18. 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
and to FileMaker Go users in the File Browser.
19. 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.
Important This feature allows clients to use FileMaker files as data sources using ODBC and
JDBC. This feature is not needed to host FileMaker Pro databases that access ODBC data
sources. For more information, see FileMaker Pro Help.
Chapter 2 | Deploying FileMaker Server across multiple machines 33
20. 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 26 if you are not enabling web publishing.
Note To use web publishing, the web server must be installed and running. See chapter 6,
“Setting up the web server.”
Chapter 2 | Deploying FileMaker Server across multiple machines 34
21. Select the web publishing technologies you want to use and click Next.
1 You can install the FileMaker Server supported version of the PHP engine (see
http://www.filemaker.com/r/fms-specs), 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.
1 If you use your own PHP engine, you must manually install the FileMaker API for PHP to use
PHP publishing. See FileMaker Server Custom Web Publishing with PHP for more information.
22. Select a deployment type. Click Next. For more information, see “Deployment alternatives” on
page 21.
Chapter 2 | Deploying FileMaker Server across multiple machines 35
23. Assign a worker machine to each role (Web Publishing Engine or web server). Click Next.
1 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.
1 If a worker's IP address is still not listed, enter the address in IP Address and click Lookup.
The IP address you entered is added to the Machines list if the machine responds and is an
available worker.
Note You will not be able to see the worker machines if the required ports of the firewall are
not open. See “Before you begin” on page 25.
Chapter 2 | Deploying FileMaker Server across multiple machines 36
24. 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.” Also be sure that the necessary firewall ports are open. See “Before you begin” on page 25.
Note To specify a web server later, select Skip this step and select a web server later and
click Next.
25. 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. For more information, see “Troubleshooting” on page 42.
Chapter 2 | Deploying FileMaker Server across multiple machines 37
26. A deployment summary appears. Click Finish or click Back to change any of your choices.
27. FileMaker Server is being deployed. This may take a few minutes. The information listed in
Deployment Results shows the deployment and configuration changes as they occur. When
deployment completes, click OK to continue.
Chapter 2 | Deploying FileMaker Server across multiple machines 38
28. 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 39.
29. In the FileMaker Server Overview pane, note the IP address of the master machine.
Tip Write down the IP address so that you can start Admin Console from another computer.
Windows: When Admin Console starts and the firewall is on, an alert displays. Click Unblock
to start Admin Console.
Installation notes
For information on the versions of supporting software that are required, see
http://www.filemaker.com/r/fms-specs.
1 Windows: You can install FileMaker Server in a non-default location including a non-boot
volume, but not on remote network drives or external removable drives. The path you specify
replaces the beginning of the default installation path, \Program Files\FileMaker\FileMaker
Server. For example, if you specify the My_Path installation folder, the Databases, Scripts, and
Extensions folders are installed as follows:
1 \My_Path\Data\Databases
1 \My_Path\Data\Scripts
1 \My_Path\Database Server\Extensions
1 Bonjour installation:
1 Windows: Bonjour is optional.
1 Mac OS: If Bonjour is not installed and enabled, then you cannot install FileMaker Server.
1 If Bonjour services is not installed, the server cannot be displayed to FileMaker Pro users in
the Open Remote dialog box or to FileMaker Go users in the File Browser.
1 On Windows 64-bit editions, FileMaker Server requires the 32-bit version of Java Runtime
Environment version 6 to run Admin Console. Even if the 64-bit version of Java Runtime
Environment version 6 is already installed, the FileMaker Server installer requires you to install
the 32-bit version of Java Runtime Environment version 6.
1 Windows: Do not uninstall the Microsoft Visual C++ 2008 Redistributable Package (x86) if
FileMaker Server is installed on your computer.
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 47.
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.”
3. Register your software: Register your copy of FileMaker Server. See “Registration and
customer support” on page 64.
4. Administer FileMaker Server: For information on how to upload databases, schedule
backups, and other regular tasks, see chapter 4, “Administration overview.”
Chapter 3
Testing your deployment
This chapter describes how to test that FileMaker Server and web publishing technologies are working.
Note You can use the Technology Tests page without logging into Admin Console.
The tests on the FileMaker Server Technology Tests page access the sample database
(FMServer_Sample.fmp12) using FileMaker Pro or one of the web publishing technologies. The
following table describes the tests available on this page.
To test Do this
FileMaker Pro Click Test FileMaker Pro.
If FileMaker Pro starts and opens the sample database hosted on FileMaker Server, then the
Database Server is working and responding to requests from FileMaker Pro clients.
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.
Instant Web Click Test Instant Web Publishing.
Publishing If another web browser window or tab opens and displays the sample database, then Instant
Web Publishing is working. If successful, this test shows that the Database Server, Web
Publishing Engine, and web server are working. A FileMaker Server Advanced license is
required for Instant Web Publishing.
Custom Web Click Test PHP Custom Web Publishing.
Publishing with If another web browser window or tab opens and displays a table containing data from the
PHP sample database, then Custom Web Publishing with PHP is working. If successful, this test
shows that the Database Server, Web Publishing Engine, web server, PHP engine, and
FileMaker API for PHP are working.
FileMaker Pro
Instant Web
Publishing
Troubleshooting
Deployment assistant reports that the web server test failed
If the Deployment assistant cannot communicate with the web server that you specified, you can
provide more information and try again.
To change web server settings:
1. In the Web Server Test Failed step in the Deployment assistant, specify the Protocol, Host
address, and 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).
Admin Console Start Page says to install Java when it’s already installed
Internet Explorer may be configured to prevent add-ons from running. Click the Information Bar at
the top of the browser window and allow Internet Explorer to run the Java Web Start ActiveX
Control add-on. Java Web Start technology uses this add-on to detect whether the minimum
required version of Java is installed. After you allow this add-on to run, click Start Admin Console.
Chapter 3 | Testing your deployment 44
For detailed information about using Admin Console to administer FileMaker Pro databases and
clients that are connected to hosted databases, see FileMaker Server Help.
Menu
Toolbar
Help information
Navigation pane
Details pane
You administer FileMaker Server by choosing options on the menus, toolbar, or Navigation pane.
The results are shown in the Details pane, where you can select tasks, specify configuration
options, or monitor activity. Tasks that can be performed from the toolbar include:
1 2 3 4 5 6 7
Note Your remote computer must have minimum update of the Java Runtime Environment
version 6 installed before you can start Admin Console. On Windows, the 32-bit version the Java
Runtime Environment version 6 is required to use Admin Console. See “System requirements for
FileMaker Server” on page 6.
Tip Bookmark the Start Page in your web browser. Come back to this page to access
documentation and to use the web publishing tools.
Note If nothing happens, your browser might have downloaded the Java Web Start file but
might not have started it. Check your web browser configuration to enable Java or automatically
open downloaded files. You can also look for admin_console_webstart.jnlp where your
browser saves downloaded files. Double-click this file to start Admin Console.
Chapter 4 | Administration overview 48
3. Before Admin Console starts, you must respond to a security message. The security message
is a signed certificate that ensures the authenticity of the product and it must be accepted to
start Admin Console. To suppress this message in the future and continue:
1 Windows: Select Always trust content from this publisher, then click Run.
1 Mac OS: Click Show Certificate and open Trust Settings. For When using this
certificate, choose Always Trust, then click Trust.
4. In the create shortcuts dialog box, click Yes to create a shortcut that you can use to start Admin
Console again later.
1 Windows: A shortcut is created on the desktop and in the Start menu under FileMaker
Server. Depending on the version of Java installed, the shortcuts may be created without
prompting you.
1 Mac OS: After you click Yes, specify a name and location in the Save dialog box where to
save the shortcut, and then click Save.
The shortcut is helpful to manage several deployments of FileMaker Server from the same
machine. The shortcut name starts with “FMS12-” and is followed by the FileMaker Server
name that you specified in the Deployment assistant.
5. In the Login dialog box, enter the User Name and Password that you chose in the Deployment
assistant when you initially deployed FileMaker Server.
Admin Console starts and displays the FileMaker Server Overview pane.
Tip The best method for remote administration outside the administrator’s physical network is to
keep a firewall in place and use a secure mechanism to connect to your network, such as a virtual
private network (VPN). Use Admin Console to administer FileMaker Server on a remote computer
once you are securely connected to your network.
Uploading a database
Use the FileMaker Server Upload Database assistant to transfer FileMaker Pro database files
from your computer’s file system to FileMaker Server. You can copy database files from a
Windows or Mac OS computer that is on the same network as the FileMaker Server computer.
The Upload Database assistant copies the specified database files to a FileMaker Server folder
and sets file permissions and privileges so that you can access the databases after they are
uploaded.
To start the Upload Database assistant, choose the Admin Console Server menu > Upload
Database.
Note If any of your databases require a plug-in, see FileMaker Server Help for information about
managing plug-ins.
Chapter 4 | Administration overview 49
Backing up databases
FileMaker recommends that you back up your hosted databases. FileMaker Server provides two
ways for you to perform database backups:
1 Scheduled backups. With scheduled backups, you use the Schedule assistant to create a
scheduled task that defines which databases are backed up, and how often the databases are
backed up. Every time the scheduled task runs, FileMaker Server checks whether the selected
databases have changed since the last backup. FileMaker Server creates a full copy of the
databases that have changed and creates hard links to the backed up databases that have not
changed.
1 Progressive backups. With progressive backups, FileMaker Server starts by creating a full backup
of all hosted databases. After the initial full backup is complete, FileMaker Server subsequently
copies just the changed blocks from the hosted file to the backup folder, on a frequency based on
what you specify for the Save interval setting. Because the subsequent progressive backup
copies only the blocks that have changed during the save interval, the progressive backup can
run much more quickly than a scheduled backup, with less impact on Server performance.
You can use both scheduled backups and progressive backup to ensure a comprehensive backup
strategy for your hosted databases.
Note If you use Time Machine on a Mac OS machine, exclude FileMaker Server folder items
from the Time Machine backup. Use the FileMaker Server Admin Console to back up your
database files.
To create a scheduled task for backing up databases, choose the Admin Console
Administration > Schedules tab, select Create a Schedule from the Actions menu, and click
Perform Action. Then, choose Back Up Databases, and specify whether you want to back up
hourly, daily, weekly, or on a custom schedule.
Database backups are saved in the default backup folder or in a folder that you specify. You can
specify the default backup folder on the Admin Console Database Server > Folders tab. You can
also select the maximum number of database backups you want to keep for a scheduled backup.
When FileMaker Server backs up a database, it copies the database while it is active. Users can
continue to make modifications. When the copy is complete, the database is paused to
synchronize backup files with the current database and then the database is resumed. You can
set options to verify the backup, save a clone of the database without the data, and send email
notifications to clients.
To create a scheduled task for backing up databases, choose the Admin Console Schedules
pane, select Create a Schedule from the Actions menu, and click Perform Action. Then, choose
Verify Databases, and specify how often you want to verify the databases.
Note You do not need to enable the OBDC/JDBC data source feature of FileMaker Server
Advanced to host FileMaker Pro databases that access an external SQL data source via ODBC.
Important Before you can enable ODBC data source single sign-on, your Windows domain
administrator must:
1 Configure the Account is trusted for delegation security setting for each user’s Windows
user account.
1 Configure the Trust this user for delegation and Use Kerberos only security settings for the
privileged user account on the master machine.
1 Enable the Impersonate a client after authentication privilege for the privileged user account
on the master machine.
Chapter 4 | Administration overview 51
1 Configure the ODBC DSN to use Windows authentication on the master machine.
1 Configure Microsoft SQL Server to use Windows authentication.
1. Choose Control Panel > Administrative Tools > Services > FileMaker Server,
then choose Action > Properties.
4. Choose Control Panel > Administrative Tools > Local Security Policy > Local Policies >
User Rights Assignments > Act as part of the operation system.
5. On the Local Security Setting tab, click Add User or Group, then enter the privileged user
account you specified earlier for This account.
Important You must also enable ODBC data source single sign-on in the FileMaker Pro
databases hosted by FileMaker Server. For more information, see FileMaker Pro Help.
FileMaker scripts
To schedule a FileMaker script to run, start the Schedule assistant as described above, then
choose Run Script. Next, select the FileMaker Script type, then select the database that contains
the script you want to run.
FileMaker scripts can do simple tasks or complex tasks. For example, you can write a FileMaker
script to remove duplicate records or to validate the format of phone numbers. You can schedule
these scripts to run during off hours, perhaps before a daily backup.
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 supported FileMaker Pro commands, called script steps, and specifying options (if necessary).
To find out if a FileMaker script step is supported from a FileMaker Server schedule, select Server
for Show Compatibility in the Edit Script dialog box. For more information, see the script step
reference in FileMaker Pro Help.
See FileMaker Server Help for more information about running FileMaker scripts as scheduled tasks.
Chapter 4 | Administration overview 52
System-level scripts
Script files must be placed in the Scripts folder on the master machine in your FileMaker Server
deployment. To schedule a system-level script to run, start the Schedule assistant as described
above, then choose Run Script. Next, select the System-level Script type, then select the script
file you want to run.
System-level scripts can perform whatever tasks you need to perform at the operating system
level on the master machine. For more information, see the documentation for the scripting
language you want to use.
See FileMaker Server Help for more information about running system-level scripts as scheduled
tasks.
Script Sequences
To create a script sequence, start the Schedule assistant as described above, then choose Run
Script. Next, select the Script Sequence type, then select the database that contains the script
you want to run. Next, select the script file you want to run, then select an optional pre-processing
system-level script, an optional post-processing system-level script, or both.
See FileMaker Server Help for more information about running script sequences as scheduled
tasks.
To send messages to FileMaker Pro and FileMaker Go clients, choose the Admin Console Clients
pane and select one or more clients from the list. Select Send Message or Send Message to All
Clients from the Actions menu, and click Perform Action to enter the message.
To send messages to FileMaker Pro and FileMaker Go clients connected to hosted databases,
choose the Admin Console Databases pane and select a folder or database file. Select Send
Message (for database files only) or Send Message to All from the Actions menu, and click
Perform Action to enter the message.
To create a scheduled task for sending messages, choose the Admin Console Schedules pane,
select Create a Schedule from the Actions menu, and click Perform Action. Then, select Send
Message, create the message, and set up a schedule to deliver it.
Chapter 4 | Administration overview 53
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.
You can send emails:
1 when FileMaker Server errors and warnings (optional) occur
1 when a scheduled task is finished
1 when a web user action occurs
Specify your SMTP mail server settings in FileMaker Server, including the SMTP server address,
the port number, user name and password, and the list of email addresses that will receive the
email messages.
Each email notification type is configured separately in FileMaker Server, allowing for different
recipients for each type of email:
1 Configure FileMaker Server to send error or warning emails on the Admin Console General
Settings > Email Notifications tab. You can specify a list of email addresses that will receive
error or warning emails on this tab. You can also use Secure Sockets Layer (SSL) data encryption
and Transport Layer Security (TLS) when FileMaker Server connects to the SMTP email server.
1 Enable email notifications when you create a scheduled task with the Schedule assistant. The
scheduled task will send email notifications to the email addresses specified in the Schedule
assistant. The SMTP server used for email notifications is configured on the General
Settings > Email Notifications tab.
For more information about email notifications, see FileMaker Server Help.
Chapter 5
Upgrading or moving an existing installation
You can upgrade an existing installation of FileMaker Server 10 or 11 to FileMaker Server 12. You
can also move an existing installation of FileMaker Server 12 to other machines.
If you are upgrading from a previous version to FileMaker Server 12, 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. To upgrade the license of an existing deployment of FileMaker Server 12
to FileMaker Server 12 Advanced, see “Upgrading the FileMaker Server 12 license” on page 8.
The steps listed below outline the process. See the remaining sections for information about each
step.
Important You must perform the steps in the order they are presented.
1. If you are using FileMaker Server 11 or FileMaker Server 12, save the settings for your
schedules and administrator groups.
4. Make a copy of any database files and shell script files you used with FileMaker Server.
6. Clear the Java cache and web browser cache to clear information from the previous FileMaker
Server install.
7. Install FileMaker Server 12. If you are moving from a previous FileMaker Server 11 or 12
installation, you can load the Schedules and Groups settings file you saved earlier, either during
the installation step or after installation.
8. If you are moving from a previous FileMaker Server 10 or FileMaker Server 11 installation, use
FileMaker Pro to convert .fp7 database files to .fmp12 database files. If your databases use
plug-ins, update the databases to use the .fmp12 plug-ins support.
Note The .fmp12 database format no longer supports the Access via XSLT Web Publishing
- FMS only extended privilege (fmxslt).
9. Move any database files or script files you used with the previous version of FileMaker Server
to the proper folders within the FileMaker Server 12 folder structure.
10. If you are moving from a previous FileMaker Server 11 or FileMaker Server 12 installation and
you didn’t load the settings during the installation step, load the settings for your schedules and
administrator groups after installation.
1 If you are moving from a previous FileMaker Server 11 installation, you can save the settings
for your schedules and administrator groups that are configured in the current installation.
1 If you need to reinstall FileMaker Server 12 on the same machine or move the installation to
another machine, you can save the settings for your schedules and administrator groups that
are configured in the current installation.
After you install FileMaker Server 12, you can then load the settings for your schedules and
administrator groups to instantly configure them in the new installation.
1. Start the FileMaker Server Admin Console. See “Starting Admin Console” on page 47.
3. Click Browse, navigate to the folder where you want to save the Schedules and Groups
settings file, and click Open.
4. Click Save to save the Schedules and Groups settings file, then click OK.
Notes
1 For FileMaker Server 11, the default name of the Schedules and Groups settings file is
fms11_settings.xml. You cannot specify a different name when you save the file in Admin
Console. If you prefer, you can change the filename using your operating system tools after you
save the file.
1 For FileMaker Server 12, the default name of the Schedules and Groups settings file is
fms12_settings.xml, but you can give the file a different filename when you save it.
3. Stop the FileMaker Server service (Windows) or processes (Mac OS). For more information,
see FileMaker Server Help.
Important The uninstall process deletes your settings, so be sure to write down any settings that
you want to save. See “Step 2. Note your FileMaker Server settings.”
Windows
To uninstall a multiple-machine deployment, uninstall the worker machines first.
To uninstall FileMaker Server:
1. Start Windows.
2. Windows 2003: Click the Start button, then choose Control Panel > Add or Remove
Programs.
Windows 2008 and Windows 7: Click the Start button, then choose Control Panel >
Programs > Programs and Features > Uninstall a Program.
3. Select the FileMaker Server product (for example, FileMaker Server 12) from the list and click
Change.
Chapter 5 | Upgrading or moving an existing installation 58
8. Click Finish after uninstalling FileMaker Server, and then click Yes to restart the machine.
Mac OS
To uninstall a multiple-machine deployment, uninstall the worker machines first.
To uninstall FileMaker Server:
1. Insert the CD into the drive or follow your electronic download instructions.
2. Double-click the FileMaker Server installation icon (for example, FileMaker Server 12).
4. Read the Before You Begin information and click Continue (Mac OS).
7. Click Yes to confirm that you want to uninstall FileMaker Server. Some files and folders cannot
be removed.
8. Click OK.
Note If you enter an upgrade license key in the Personalization dialog box, the Upgrade dialog
box prompts you for a valid license key from the previous version of the product.
The FileMaker Server installer and the Deployment assistant prompts you for some of the settings
that you noted in “Step 2. Note your FileMaker Server settings” on page 55.
If you are moving from a previous FileMaker Server 11 or 12 installation, you can load the
Schedules and Groups settings file you saved earlier during installation of FileMaker Server 12,
or you can choose to load the Schedules and Groups settings file after installation.
Note You can use the Upload Database assistant to transfer .fmp12 databases to your new
FileMaker Server deployment. See “Uploading a database” on page 48. To transfer your database
files manually, see FileMaker Server Help.
Important If you are using FileMaker Server 12 and you want to transfer settings by loading the
Schedules and Groups settings file, make sure you have created a folder structure in the new
FileMaker Server installation that is identical to the source server installation. Copy the databases,
scripts, and other solution files from the source installation to the new FileMaker Server
installation, and set the appropriate permissions on Mac OS. For more information, see FileMaker
Server Help.
Chapter 5 | Upgrading or moving an existing installation 60
If you are moving from a previous FileMaker Server 11 or 12 installation and did not load the
Schedules and Groups settings file during installation of FileMaker Server 12, you can load the
Schedules and Groups settings file after installation. See “Step 1. Save your schedules and
administrator groups” on page 55.
Important Whenever you load a Schedules and Groups settings file, all existing schedules and
administrator groups settings in the new FileMaker Server installation are deleted and replaced by
the settings in the Schedules and Groups settings file. You cannot merge the schedules and
administrator groups settings from multiple FileMaker Servers.
1. In Admin Console for the new FileMaker Server 12 installation, choose Server menu > Load
Schedules and Groups.
2. Click Browse and navigate to the folder where you saved the Schedules and Groups settings file.
1 The default filename for FileMaker Server 11 is fms11_settings.xml, unless you changed the
filename using your operating system tools.
1 The default filename for FileMaker Server 12 is fms12_settings.xml, unless you changed the
filename when you saved the file.
3. Select the Schedules and Groups settings file and click Open.
4. Click Load to load the Schedules and Groups settings file into FileMaker Server.
5. Click Yes to replace all of the existing schedules and administrator groups in the new FileMaker
Server installation with the schedules and administrator groups from the source installation.
6. Do one of the following:
1 If the Load Successful dialog box appears, no errors occurred and you can click OK.
1 If the Load Schedules and Groups Results dialog box appears, note the errors that occurred
so that you can make the necessary corrections, and then click OK.
For more information, see FileMaker Server Help.
2. Click Sharing.
1. From the Control Panel, choose Administrative Tools > Internet Information Services (IIS)
Manager to open the Internet Information Services Manager.
2. In Internet Information Services, select the website and choose Action menu > Properties.
You may have to expand some of the nodes to see the websites.
3. In the Directory Security properties pane, click Edit for authentication methods. (The button
name varies slightly among Windows versions.)
1. From the Control Panel, choose Administrative Tools > Internet Information Services (IIS)
Manager to open the Internet Information Services Manager.
2. In Internet Information Services, select the website and choose Action menu > Properties.
You may have to expand some of the nodes to see the websites.
3. In the Directory Security properties pane, click Edit for authentication methods.
5. Click OK.
Chapter 7
Additional resources
Product documentation
Using FileMaker Server documentation
The following manuals are included:
1 FileMaker Server Getting Started Guide (this manual): describes how to deploy FileMaker
Server 12 and how to move from FileMaker Server 10 or 11
1 FileMaker Server Custom Web Publishing with PHP: describes how to develop Custom Web
Publishing solutions using PHP on FileMaker Server
1 FileMaker Server Custom Web Publishing with XML: describes how to develop Custom Web
Publishing solutions using XML on FileMaker Server
The following manuals describe features available only in FileMaker Server Advanced:
1 FileMaker Instant Web Publishing Guide: describes how to make FileMaker Pro databases
accessible to web browser users over an intranet or the Internet
1 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 > FileMaker Server
Help.
O security
database 22
ODBC remote administration 48
client drivers 7 security message 48
enabling for FileMaker data sources 15, 32 server
ODBC data sources 50 IP address 20, 38, 47
ODBC data source single sign-on 50 name 15, 32
Open Remote dialog box 41 settings
noting 55
P setup information 13, 31
shell scripts 51
passwords, Admin Console 13, 31
shortcuts, Admin Console 44
PDF documentation 64
creating 48
performance
shutdown notifications 52
multiple-machine deployments 21
optimal 23 single sign-on, ODBC data source 50
recommendations 9 SMTP 53
PHP Spotlight 10
enabling 17, 34 SQL data sources 50
PHP engine module, described 21 SSL 22
testing 40 Start Page 30
troubleshooting on Mac OS X 44 starting Admin Console 47
plug-ins 48 static IP addresses 9
ports system requirements
described 22–26 Admin Console 7
usage by component 25 FileMaker Server 6–7
web server 21
R
registration 64 T
remote administration, security 48 Technology Tests page 40
remote machines 44 Test page 40
requirements, hardware and software 6 toolbar, described 46
roles, worker machines 35 trial versions, updating 8
troubleshooting deployment 42
S
sample database 41 U
SAT. See Admin Console uninstalling FileMaker Server
Schedule assistant 49, 50 in Mac OS 58
schedules in Windows 57
loading configuration 60 updating FileMaker Server software 65
saving configuration 55 updating FileMaker Server to FileMaker Server Advanced 8
schedules, saving and loading in new installation upgrading FileMaker Server 54
loading 59 noting settings 55
saving 55 Upload Database assistant 48
scheduling user accounts. See accounts
backups 49 user names, Admin Console 13, 31
email notifications 53
messages 52
scripts 51
V
verifying 50 verifying files 50
ScriptMaker scripts. See FileMaker scripts VPNs 48
scripts
FileMaker 51
script sequence 52
system-level 52
69
W
web browser support 7
web publishing
deployment options 21
enabling 16, 33
setting up web server 61
software components 21
testing deployment 40
Web Publishing Engine
described 21
stopping 56
web server
setting up 61
specifying 18, 36
testing 42
Windows IIS 61
Windows user accounts 63
Web Server Module, described 21
Windows
directory security 62
user accounts 63
web browser requirements 7
worker machines 22
assigning roles 35
changing to master 26
installing on 26
X
XML, enabling 17, 34