TRA003 - FileMaker Training Series: Intermediate Training 202 - Cristoffer Ippolite

Version 11

    Cristoffer Ippolite (iSolutions, Inc)

    Session Description

    This training session provides high-level discussions of important intermediate concepts needed to create rich functionality in your custom apps. These include creating complex relationships, reporting, integrating with other data sources, securing your custom apps, and deploying your custom apps — with a focus on best practices.

     

    FTS Advanced modules covered: Data Modeling, Security,  Reporting, Integration, Deployment.

    What you should know

    Attendee should have an understanding of the following, at the level covered by the FileMaker Training Series: Basics and FileMaker Training Series: Advanced.- Create Relationships in FileMaker- Create Calculations- Create Layouts

    Products & Technologies

    • FileMaker Go
    • FileMaker Pro

    Session Materials

    • See attached for session materials and exercise files created specifically for INTERMEDIATE 202

     

     

    Agenda for Class:

    PLEASE REVIEW TOPICS BELOW TO MAKE SURE THIS SESSION BEST FITS YOUR NEEDS BEFORE ATTENDING

     

    COMPLEX RELATIONSHIPS 8:30am -9:45am

    Lesson 9 Complex Relationships p5 (Activity 9.1) 02c_Bonsai-> Order_Detail

      Creating Self-Relationship

     

    Lesson 9 Complex Relationships  p8 (Activity 9.2) 02c_Bonsai-> Customer_Detail

      Using Relationships to Drill Through Data

     

    Lesson 9 Complex Relationships p10 (Activity 9.3) 02d_Bonsai + HomeBonsaiGreenhouse

      Using External Data Sources

     

     

     

    Break 9:45am-10:00am

     

    REPORTING: 10:00am -12:00pm

     

    Lesson 36 REPORTING p33 (Activity 36.2) 06a_Bonsai

      Summary Fields

      Subsummary Parts

     

    Lesson 36 REPORTING p38 (Activity 36.3) 06a_Bonsai

      Subsummary with No Body

     

    Lesson 36 REPORTING p40 (Activity 36.4) 06a_Bonsai -> Order_List_6_2a

      Ranking Reports

     

    Lesson 36 REPORTING p42 (Activity 36.5) 06a_Bonsai -> Order_List_6_2b

      Multi Level Subsummary Parts

     

    Lesson 37 Charting p53 (Activity 37.1.5) 06a_Bonsai -> Order_Detail

      Quick Charts

     

    Lesson 37 Charting p57

      Data Series

     

    Lesson 37 Charting p62 (Activity 37.2) 06a_Bonsai -> Product_Detail

      Current Found Set (Individual Record Data Series)

     

    Lesson 37 Charting p64 (Activity 37.3) 06a_Bonsai -> Customer_Detail

      Current Found Set (Summarized Group Data Series)

      Current Record (Delimited Data) p65

     

    Lesson 37 Charting p67 (Activity 37.3) 06a_Bonsai -> Customer_Detail

      Related Records

     

    Lesson 38 Cross Tab Reports p71 (Activity 38.1) 06a_Bonsai ->

      Crosstab Reports

     

    LUNCH: 12:00pm -1:00pm

     

     

    SECURITY: 1:00pm - 2:00pm

     

    Lesson 40 ACCOUNTS p84 (Activity 40.1) 06a_Bonsai ->  07a_FTS_Meetings

      Accounts

     

    Lesson 40 ACCOUNTS p90 (Activity 40.2) 07a_FTS_Meetings- + 07a_Test_File

      Multi File Security

     

    Lesson 40 ACCOUNTS p94 (Activity 40.3) 07a_FTS_Meetings- + 07a_Test_File_2

      External File Access

     

    Lesson 40 ACCOUNTS p96

      External Authentication

     

    Lesson 41 PRIVILEGE SETS p99 (Activity 41.1) 07a_FTS_Meetings -> Meeting_Detail

      Privilege Sets

     

    Lesson 41 EXTENDED PRIVILEGES p112

      Extended Privileges

     

    Lesson 41 EXTENDED PRIVILEGES  p113

      FMReauthentication

     

    INTEGRATION  2:00pm - 3:00pm

     

    Lesson 51 CONNECTIVITY OPTIONS  p216

      ODBC

      Import Script Step (p218)

      ExecuteSQL Script Step (p219)

      FileMaker as an ODBC Data Source (p221)

      FMPURL (p223)

     

    Lesson 52 CCONFIGURING A DSN  p225

      OS X (p225)

      WIN (p230)

     

    Lesson 54 WORKING WITH EXTERNAL SQL SOURCES  p248

    Postrgese Demo

     

    Break 3:00pm-3:15pm

     

    DEPLOYMENT 3:15pm - 5:30pm

     

    Lesson 46 INSTALLING SERVER p126 (Activity 46.1)

      Server Installation

      Best Practices (p131)

     

    Lesson 47 CONFIGURING SERVER p133 (Activity 47.1)

      Server Configuration Best Practices

      TOP CALL STATISTICS

      Standby Server (p155)

     

    Lesson 48 SCHEDULES p158 (Activity 48.1)

      Backup Schedules (p159)

     

    Lesson 49 RUNNING SCRIPT p173 (Activity 48.1)

      Running Scripts

     

    Lesson 50 WEBDIRECT p195 (Activity 50.1)

      Configuring Server for WebDirect (p195)

      Configuring Database for WebDirect (p196)

      WebDirect Home Page (p198)

      Differences between Fm Pro and WebDirect  (p200)