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

Document created by communitymanager on Jun 26, 2016Last modified by crisippolite on Jul 10, 2016
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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)

Outcomes