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FileMaker and HotDocs

Question asked by LeeHaris on Aug 30, 2010


FileMaker and HotDocs


Has anyone used FileMaker as a data base to the program HotDocs?

None of the techs and FileMaker or HotDocs know if a Filemaker data base can can be used with HotDocs.

HotDoc specs say the following:

The following is a list of database programs and servers (and their corresponding OLE DB providers) with which the HotDocs has been tested and is certified to work. These databases include:

Microsoft Access (Microsoft.Jet.OLEDB)

Microsoft SQL Server (SQLOLEDB)

Oracle (It is strongly recommended that you use the Oracle Provider for OLE DB (OraOLEDB) instead of the

Microsoft OLE DB Provider for Oracle (MSDAORA).)

Any ODBC level 1-compliant database (using the Microsoft OLE DB provider for ODBC (MSDASQL))

HotDocs may also function with other OLE DB providers, as long as the following conditions are met: 1) The OLE DB provider must accept plain-text command strings, 2) the OLE DB provider must return rowsets (ADO Recordsets) as the result of commands—not records and/or streams, and 3) the database must reside in a location accessible by HotDocs. OLE DB providers that expose data in individual Rows and/or Fields (but not Rowsets) will not work. Please keep in mind that these are recommended guidelines and meeting these guidelines does not necessarily mean your provider will work with HotDocs.

HotDocs uses ActiveX Data Objects (or ADO) as the primary means of communicating with databases. (HotDocs 5 used ODBC.) ADO allows greater flexibility in the types of databases you can access and gives you greater control over how you extract information from a database. In order to connect HotDocs to a database using an ADO connection, you must link your template to the database using an OLE DB provider. An OLE DB provider acts as a "translator" between HotDocs and the database, telling the two how to interpret the information that is being passed from the database to the template. Many database programs and/or clients include their own native OLE DB providers, but if you are using a database for which no provider is available, you can use an ODBC driver for your database and the OLE DB provider for ODBC. An ODBC-type connection allows you to connect to the database using an ODBC DSN (data source name), which associates a database driver with the database itself. This help file includes instructions for setting up both types of connections—see Create a Database ComponentUsing ADO or Create a Database Component Using ODBC. (