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User manual FILEMAKER FILEMAKER PRO 7 - INSTANT WEB PUBLISHING
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User guide FILEMAKER FILEMAKER PRO 7 - INSTANT WEB PUBLISHING
Detailed instructions for use are in the User's Guide. FileMaker 7
Instant Web Publishing Guide
© 2004 FileMaker, Inc. All Rights Reserved. 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. 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. For more information, visit our web site at www.filemaker.com. Edition:01
Contents
Chapter 1
About publishing FileMaker Pro databases on the web
About this guide Web publishing requirements Connecting to the Internet or an intranet About hosting databases with FileMaker Pro About hosting databases with FileMaker Server Advanced Web publishing improvements Publishing files from previous versions of FileMaker Pro Chapter 2
6 6 7 7 7 8 8
Publishing your database on the web
Sharing a database with Instant Web Publishing Choosing a language for Instant Web Publishing Specifying a port number for web publishing Checking the maximum number of web connections Restricting access except to specified IP addresses Disconnecting inactive web accounts Linking to a database from an HTML page Publishing FileMaker Pro data on static web pages General steps for publishing static data Chapter 3
11 12 13 14 14 14 15 15 16
Working with FileMaker databases on the web
Web browser requirements Accessing a FileMaker database from the web Logging into a file Working with data in Instant Web Publishing Viewing and modifying records in Browse mode Finding records Logging out of a database and closing a web session Displaying a database with the status area hidden Differences between FileMaker Pro and Instant Web Publishing Benefits to accessing databases with Instant Web Publishing Benefits to accessing databases with FileMaker Pro
17 17 18 19 19 20 21 21 22 22 22
Chapter 4
Designing a database for Instant Web Publishing
Tips for designing layouts for Instant Web Publishing Tips for rendering layouts in Instant Web Publishing Design considerations for List View and Table View Tips for working with data in a web browser General database design considerations Working with graphics, sounds, and movies on the web Setting the initial layout and view Hiding the status area to customize the interface Specifying the sort order for web users Scripts and Instant Web Publishing Script steps tips and considerations Creating a script to log out of a database and close the session Hosting databases with FileMaker Server Advanced: an overview Documenting your solution Chapter 5
23 23 24 24 24 25 25 26 26 27 27 29 29 30
Testing, monitoring, and securing your site
Testing your database with a network connection Testing your database without a network connection Monitoring web activity with log files Securing your data Index
31 31 31 32 35
Chapter 1 About publishing FileMaker Pro databases on the web
With FileMaker® Pro, you can display your databases on the web in a variety of ways. This makes your data:
1 available to many people using a compatible web browser, anywhere in the world. (You can,
however, restrict access to files.)
1 accessible from many locations, for example, while traveling or working remotely.
There are three ways to publish your data using FileMaker Pro. Instant Web Publishing: With Instant Web Publishing, you can quickly and easily publish your database on the web. You don't need to modify your database files or install additional software-- anyone with compatible web browser software and access to the Internet or an intranet can connect to your database to view, edit, sort, or search records, if you give them access privileges. You can use additional software to perform additional tasks, for example, to configure a firewall to secure your network. Static publishing: If your data rarely changes, or if you don't want users to have a live connection to your database, you can use static publishing. With static publishing, you export FileMaker Pro data to create a web page that you can further customize with HTML. The web page doesn't change when information in your database changes, and users don't connect to your database. (With Instant Web Publishing, data is updated in a web browser window each time the browser sends a request to FileMaker Pro.) For more information, see "Publishing FileMaker Pro data on static web pages" on page 15. Custom Web Publishing: For more control over the appearance and functionality of your published database, use the Custom Web Publishing technologies available in the FileMaker Server Advanced software. With XML and XSLT stylesheets, you can:
1 Integrate your database with another website 1 Determine how users interact with data 1 Control how data displays in web browsers
Important Security is increasingly important when you publish data on the web. Review the security guidelines in the FileMaker Security Guide, located in the Electronic Documentation folder (inside the English Extras folder).
6
FileMaker Instant Web Publishing Guide
Data from a FileMaker layout displayed in a web browser with Instant Web Publishing
Data displayed in a FileMaker Pro layout
About this guide
This guide provides information about the Instant Web Publishing and static web publishing features in FileMaker Pro. It explains:
1 1 1 1
what you need to publish databases on the web how to publish your databases using FileMaker Pro Instant Web Publishing what web users need to access databases how web users can access and interact with your database on the Internet or an intranet
FileMaker Pro documentation uses the term publishing on the web to refer to databases that users can access on the Internet or on an intranet using a web browser. This guide uses "FileMaker Pro" to refer to both FileMaker Pro and FileMaker Developer, unless describing specific FileMaker Developer features.
Important You can download PDFs of FileMaker 7 documentation from www.filemaker.com/ downloads. Any updates to this document are also available from the website.
Web publishing requirements
To publish databases using Instant Web Publishing you need:
1 a Windows- or Mac OS-based computer running FileMaker Pro or FileMaker Server Advanced,
enabled for Instant Web Publishing
Note Instant Web Publishing is not supported in the basic FileMaker Server product.
1 access to the Internet or an intranet 1 one or more open FileMaker Pro databases
About publishing FileMaker Pro databases on the web
7
1 the FileMaker Pro web publishing components (automatically installed with a complete
installation)
1 Windows: To test your database for web browser access, you must have Internet Explorer by
Microsoft, version 6.0 in Windows 98, Windows NT 4.0 with Service Pack 6a (SP6a) and higher, Windows 2000, Windows XP.
1 Mac OS X: To test your database for web browser access, use Microsoft Internet Explorer version
5.1 and 5.2 on Mac OS X 10.2.8 or Safari 1.1 on Mac OS X 10.3.
Connecting to the Internet or an intranet
When you publish databases on the Internet or an intranet, the host computer must be running FileMaker Pro or FileMaker Server Advanced, and the databases you want to share must be open. In addition:
1 It is strongly recommended that you publish your database on a computer with a full-time Internet
or intranet connection using TCP/IP. You can publish databases without a full-time connection, but they are only available to users when your computer is connected to the Internet or an intranet.
1 The host computer should have a dedicated static (permanent) IP address or a domain name. If
you connect to the Internet with an Internet service provider (ISP), your IP address might be dynamically allocated (it is different each time you connect). A dynamic IP address makes it more difficult for users to locate your databases. If you are not sure of the type of access available to you, consult your ISP or network administrator.
About hosting databases with FileMaker Pro
FileMaker Pro Instant Web Publishing is designed for sharing data in small workgroups, or for accessing your own data on a network. When hosted with FileMaker Pro, Instant Web Publishing can share files with up to five concurrent web users.
About hosting databases with FileMaker Server Advanced
To share information with more simultaneous web users, you can host the databases with FileMaker Server Advanced. FileMaker Server Advanced also provides support for Custom Web Publishing and database connectivity technologies like XML, ODBC, and JDBC. Other benefits of hosting web published files with FileMaker Server Advanced include:
1 1 1 1
Better support for long running applications Easier maintenance with support for scheduled activities like backups and remote administration Support for hosting more files simultaneously Increased security with SSL encryption
For general information, see "Hosting databases with FileMaker Server Advanced: an overview" on page 29. For more details, see the FileMaker Server Advanced Custom Web Publishing Guide.
8
FileMaker Instant Web Publishing Guide
Web publishing improvements
The Instant Web Publishing interface has been redesigned to look and function more like the FileMaker Pro desktop application.
1 You can publish any number of FileMaker Pro layouts directly on the web. You are no longer
restricted by a limited number of predefined web views.
1 Like FileMaker Pro, access to data, layouts, and fields is based on the users's account settings
defined in Accounts and Privileges.
1 Web users can perform complex, multi-step scripts. More than 70 script steps are now supported
on the web.
1 Instant Web Publishing includes a status area with toolbar icons and buttons, providing all the
functionality web users need to interact with your databases on the web.
1 Find mode allows more flexible and powerful searches--web users can now perform multiple
find requests, omit search criteria, and extend (broaden) or constrain (narrow) existing find requests.
1 When web users connect, individual multi-threaded sessions are maintained. Like web
applications, their transactions are "remembered" across multiple screens. To the host machine, there is no difference between a session started from a web client or a FileMaker Pro client. This means that some tasks performed by web users, such as creating found sets, setting global variables, and sorting and navigating records no longer affect the database on the host computer or other web users. For more information on new FileMaker 7 features, including Instant Web Publishing features, see the Installation and New Features Guide for FileMaker Pro and FileMaker Developer.
Publishing files from previous versions of FileMaker Pro
Before updating existing databases to FileMaker Pro 7, it is important to review the Converting FileMaker Databases from Previous Versions guide, located in the Electronic Documentation folder (inside the English Extras folder). Here are some considerations when converting files that are shared with Instant Web Publishing:
1 You are no longer limited to picking a couple of layouts for web views--now, all layouts are
available to web users, based on their user accounts. The Web Styles available with FileMaker Pro 6 and earlier are no longer supported. After you convert your files, re-evaluate which layouts should be available on the web to each user account.
1 The access privileges model has been improved. Consider re-assigning user names and passwords
to take advantage of the integrated security model. For more information on accounts and privileges, see FileMaker Pro Help.
1 Script support for the web has been enhanced. 1 Access privileges for web users can be set to allow execution of specific, individual scripts and
prevent execution of others.
1 ScriptMakerTM script steps are now clearly indicated as "web compatible"; special scripts can
be created for web users. After converting your files, open each script that web users might run and enable Indicate Web Compatibility to see if your scripts contain steps that might produce unexpected results when executed from a web browser.
About publishing FileMaker Pro databases on the web
9
1 On the web, scripts are always executed with Error Capture on. If your scripts relied on Error
Capture being disabled (off), they may not function the same way. Test your files thoroughly after conversion.
1 Web users can now dynamically choose a layout view to work with data, toggling between Form
View, List View, and Table View. You can limit access to a view in the Views of the Layout Setup dialog box. For more information, see FileMaker Pro Help.
1 FileMaker Pro clients can no longer host databases with Instant Web Publishing. The files must
be web published on the host computer.
1 It is no longer possible to specify the starting and ending points for a range of records in Table
View. Instead, you can specify the starting point and the next 20 records (or remainder of the found set, whichever is smaller) are displayed.
1 Dynamic custom home pages are no longer supported with Instant Web Publishing. However,
you can link to an open database shared with Instant Web Publishing. For more information, see "Linking to a database from an HTML page" on page 15.
1 The URL syntax has changed for web-published files. If you manually created a link to access a
database on the web, you must update the link after converting the file. For more information, see "Linking to a database from an HTML page" on page 15.
1 The Web Security databases are no longer supported. If you relied on them for web-based
security, you must transfer the accounts, passwords and associated privileges into your converted database files in FileMaker Pro.
1 Custom Web Publishing is not supported in FileMaker Pro. FileMaker Server Advanced provides
support for Custom Web Publishing, including the delivery of XML data, and other technologies. For more information, visit www.filemaker.com.
10
FileMaker Instant Web Publishing Guide
Chapter 2 Publishing your database on the web
With FileMaker Pro, it is easy to share your database on the web dynamically with Instant Web Publishing, or statically by exporting data as HTML or XML. If you are connected to a LAN or WAN, you can share your file without requiring additional software. To share files over the internet, contact an Internet Service Provider (ISP) for internet access and information about hosting a database.
Sharing a database with Instant Web Publishing
To publish databases on the web with FileMaker Pro, you enable the Instant Web Publishing feature, then determine which user accounts can access each database from a web browser: To enable Instant Web Publishing:
1. Open the database. 2. Open the Instant Web Publishing dialog box and enable Instant Web Publishing.
1 Windows: choose Edit menu > Sharing > Instant Web Publishing. 1 Mac OS X: choose FileMaker Pro menu > Sharing > Instant Web Publishing.
Enable Instant Web Publishing
View the IP address Choose a language for the status area and Help file Specify which users can access a published database
Specify port number, enable log files, set time out, and more Choose a file to share on the web
Suppress filenames in the Database Homepage FileMaker Pro Instant Web Publishing dialog box
3. Select the filename to publish on the web from the list of open files.
12
FileMaker Instant Web Publishing Guide
4. Choose which users can access the file.
Choose this To provide access to these users
All users
Anyone who has the IP address or domain name of your computer hosting the database. If the Guest account is enabled and has the Instant Web Publishing privilege set enabled, web users open the database without being prompted for an account name and password when opening files. Allows select users access to the database. Users must enter their account name and password defined in Accounts and Privileges. This default setting prevents any user from accessing the database with Instant Web Publishing.
Specify users by privilege set No users
1 The FileMaker Pro Log in using
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