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Converting to FileMaker 8.5

Converting to FileMaker 8.5

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Converting to FileMaker 8.5

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  1. Converting to FileMaker 8.5 Education Technology Services ETS -- FileMaker Pro 8.5 Conversion

  2. AGENDA ETS -- FileMaker Pro 8.5 Conversion

  3. Agenda • Introductions • FMPro 8.5 Overview • About FileMaker Pro 8.5 • Database Structure • Database Relationships • Migration Strategies • Before Converting • After Converting • Before You Modify the Converted Database ETS -- FileMaker Pro 8.5 Conversion

  4. Agenda • Converting Databases • Tips • Live Conversion - Flat (Simple Database) • Live Conversion - Relational (Complex Database) • Remote Administration • Reference -- Basic Vocabulary & Terms ETS -- FileMaker Pro 8.5 Conversion

  5. Remember… • Training -- Conversion & Remote Admin -- 5 hrs. • Remember, if you have questions, slides are numbered for easy referral. • Please turn off cell phones, etc. ETS -- FileMaker Pro 8.5 Conversion

  6. INTRODUCTIONS ETS -- FileMaker Pro 8.5 Conversion

  7. FILEMAKER PRO 8.5 OVERVIEW ETS -- FileMaker Pro 8.5 Conversion

  8. ABOUT FILEMAKER PRO 8.5 ETS -- FileMaker Pro 8.5 Conversion

  9. About FileMaker Pro 8.5 • Since FileMaker Pro 7, FileMaker Versions are identified with the file extension .fp7 .fp7 .fp5 ETS -- FileMaker Pro 8.5 Conversion

  10. About FileMaker Pro 8.5 • Although FMPro 7, 8, and 8.5 share the same file format, any new features in 8.5 may not look or act the same as in 7 or 8. • Databases created with FileMaker Pro 8.5 cannot be opened with FileMaker versions older than version 7. ETS -- FileMaker Pro 8.5 Conversion

  11. About FileMaker Pro 8.5 • Redesigned status area ETS -- FileMaker Pro 8.5 Conversion

  12. About FileMaker Pro 8.5 • More options available through the File, Define menu…. ETS -- FileMaker Pro 8.5 Conversion

  13. About FileMaker Pro 8.5 • Password protected FMPro 8.5 files require both: Account Name: Password: ETS -- FileMaker Pro 8.5 Conversion

  14. About FileMaker Pro 8.5 • Passwords are “Case Sensitive” • Accounts are defined and assigned to “Privilege Sets”, such as: • Full Access • Data Entry Only • Read-Only Access ETS -- FileMaker Pro 8.5 Conversion

  15. About FileMaker Pro 8.5 • Privilege Sets and Extended Privileges are managed from the File menu, Define, Define Accounts and Privileges window. ETS -- FileMaker Pro 8.5 Conversion

  16. About FileMaker Pro 8.5 • Additional options to save records Note: You can save all records or only the current “found set”. ETS -- FileMaker Pro 8.5 Conversion

  17. About FileMaker Pro 8.5 • Ability to open and control “multiple” windows from the Window menu ETS -- FileMaker Pro 8.5 Conversion

  18. DATABASE STRUCTURE ETS -- FileMaker Pro 8.5 Conversion

  19. Database Structure ETS -- FileMaker Pro 8.5 Conversion

  20. Database Structure Schools.fp5 Master.fp7 Students.fp5 Schedules.fp5 ETS -- FileMaker Pro 8.5 Conversion

  21. Database Structure FLAT Database - A database that does not use relationships. The following files--widely used in the District, are examples of “flat” databases: 1. Vacation/Leave Request Form 2. Mileage Report Form 3. Professional Growth Plan ETS -- FileMaker Pro 8.5 Conversion

  22. Database Structure Relational Database - A group of one or more databases that, when used together, contain all the data you need. In FM8 each occurrence of data is stored in only one table at a time, but can be accessed in any table, either in the same file or from a different related file. ETS -- FileMaker Pro 8.5 Conversion

  23. Database Structure ETS -- FileMaker Pro 8.5 Conversion

  24. QUESTIONS? ETS -- FileMaker Pro 8.5 Conversion

  25. DATABASE RELATIONSHIPS ETS -- FileMaker Pro 8.5 Conversion

  26. Database Relationships CONCEPT Primary Key– a field within a table that is intended to hold data that will uniquely identify a record. Example 1: Every SBBC employee has a “unique” personnel number. The field “Personnel Number” may be assigned as the Primary Key in the Staff Table. Example 2: Every school is identified by a “unique” location number. The field “Location Number” may be assigned as the Primary Key in the Schools Table. ETS -- FileMaker Pro 8.5 Conversion

  27. Database Relationships CONCEPT Foreign Key– a relationship or link between two tables which ensures that the data stored in a database is consistent. Staff Schools Primary Key Primary Key Personnel Number Staff Name Staff Address … Location # Location Name Address Principal Personnel Number … Foreign Key (Primary Key in Staff Table) ETS -- FileMaker Pro 8.5 Conversion

  28. Database Relationships Table Relationships Graph ETS -- FileMaker Pro 8.5 Conversion

  29. Database Relationships HINTS: • One “Primary Key” per table • Make your database’s Primary and Foreign keys easy to identify in field definitions. Look at the following naming convention example: _pk_xxx (for a primary key) _fk_xxx (for a foreign key) ETS -- FileMaker Pro 8.5 Conversion

  30. QUESTIONS? ETS -- FileMaker Pro 8.5 Conversion

  31. MIGRATION STRATEGIES ETS -- FileMaker Pro 8.5 Conversion

  32. Migration Strategies ETS -- FileMaker Pro 8.5 Conversion

  33. Migration Strategies ETS -- FileMaker Pro 8.5 Conversion

  34. Migration Strategies ETS -- FileMaker Pro 8.5 Conversion

  35. Migration Strategies Conversion vs. Rebuilding… • How complex is your database structure? • Were you thinking about modifying or recreating your database? • How soon must this database be up and running? Note: At this time our focus will be to CONVERT. REBUILDING requires further knowledge and understanding of the new FMPro 8.5 database features. ETS -- FileMaker Pro 8.5 Conversion

  36. BEFORE CONVERTING… ETS -- FileMaker Pro 8.5 Conversion

  37. Before Converting… Know Your Database ETS -- FileMaker Pro 8.5 Conversion

  38. Before Converting… Know Your Database ETS -- FileMaker Pro 8.5 Conversion

  39. Before Converting… Know Your Database ETS -- FileMaker Pro 8.5 Conversion

  40. Before Converting… Know Your Database ETS -- FileMaker Pro 8.5 Conversion

  41. Before Converting… http://servicedesk.broward.k12.fl.us/osx/FileMaker/FM 6 Developer/ http://servicedesk.broward.k12.fl.us/windows/Applications/Filemaker Pro/Filemaker Developer/ ETS -- FileMaker Pro 8.5 Conversion

  42. QUESTIONS? ETS -- FileMaker Pro 8.5 Conversion

  43. AFTER CONVERTING… ETS -- FileMaker Pro 8.5 Conversion

  44. After Converting… Security Settings ETS -- FileMaker Pro 8.5 Conversion

  45. After Converting… Security Settings ETS -- FileMaker Pro 8.5 Conversion

  46. After Converting… Security Settings ETS -- FileMaker Pro 8.5 Conversion

  47. After Converting… Status (CurrentGroups) function ETS -- FileMaker Pro 8.5 Conversion

  48. After Converting… Scripts and Calculations Note: Since group names may have changed in the conversion process, make sure to check your calculations for the new group names=privilege sets. ETS -- FileMaker Pro 8.5 Conversion

  49. After Converting… File References (Relational Databases) ETS -- FileMaker Pro 8.5 Conversion

  50. After Converting… Relationships ETS -- FileMaker Pro 8.5 Conversion