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Converting to FileMaker 8.5

Converting to FileMaker 8.5. Education Technology Services. AGENDA. 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. Agenda.

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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

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