The Lackner Group. Addendum to the Administrator s Guide for FileMaker Server 5.5 (February 14, 2003)

Transcription

1 The Lackner Group Addendum to the Administrator s Guide for FileMaker Server 5.5 (February 14, 2003) This document will step you through the most common configuration setup for FileMaker Server 5.5 when hosting Lackner 6-in-1 for Windows data files. Please disable virus monitoring software before installing then renable when finished. The FileMaker Server 5.5 Installation routine can be found on the FileMaker Installation CD from The Lackner Group. The CD will automatically bring up the Installation Options Screen. FileMaker Server 5.5 can be found under the Advanced Options Installation. Select Advanced Options, click the Install button, select FileMaker Server 5.5, and then click the Install button and the OEM version of FileMaker Server 5.5 will launch. Select Install FileMaker Server and proceed until you are presented with the following screen. It is recommended you allow only administrators to access the ability to change the settings in the FileMaker Server service. Click the Next button to proceed. 1

2 Select the Custom Installation type and click Next. You will see that you can install the Remote administration capability to a workstation from this screen. The installation of Remote administration capability is also a custom installation type from the Install Shield routine from the Client side Installation option of FileMaker Pro 6.0v4 on the workstation. Remote administration is discussed later in this document and in greater detail in the Administrator s Guide for FileMaker Server 5.5 from FileMaker, Inc. The Examples feature should be installed at this time. Systems Administrators will want to review the Example folder at some point in addition to reading the OEM manual. Click the Next button to proceed to the Startup Configuration types as shown on the following page. 2

3 Verify the Automatic startup type is selected then click the Next button to proceed. Enter the unique 17 digit installation code found at the top of page 1 of this document. Your computer may require you to omit the hyphens. Please go to Page 4. 3

4 Continue until installation is complete. Please Note: Any error code received at this time relating to the failure of a file called IRAVCOBJ.DLL to register usually implies that you did not disable your virus monitoring software as previously instructed. Click the Ignore button to proceed. This error message in no way affects the functionality of the FileMaker Server 5.5 service. You should now be presented with the following screen. Registration of your copy of FileMaker Server 5.5 is optional. The Installation codes have been assigned to The Lackner Group, Inc for redistribution. Registration of this product will allow you to receive information from FileMaker Inc.on this and other products. To register the program, enter all information when prompted until complete or click Cancel then confirm you do not wish to register. There is no loss of functionality to the program if you elect not to register with FileMaker Inc. Proceed to the next page to configure FileMaker Server 5.5 service. 4

5 Configuration of the FileMaker Server 5.5 Service Properties FileMaker Server 5.5 configuration is accessed through FileMaker Server Console as shown above. Additionally, some operating system configurations allow the creation of an icon in the Start Menu directly. The default target for the FileMaker Server Console icon is: C:\WINNT\System32\mmc.exe "C:\Program Files\FileMaker\FileMaker Server 5.5\fmsconsl.msc" Selecting FileMaker Server Console will present you with the screen on the following page. You may need to maximize the screen to see the full contents of the right side and the lower right corner in particular. 5

6 The FileMaker Server Console is the starting point for all available settings. The quickest way to change you configuration settings is to place the mouse pointer over the FileMaker Server icon in the upper left panel then click the right mouse button to bring up the context menu. Left click on the properties to view the FileMaker Server service properties sheet. The properties sheet contains multiple tabs that will be illustrated and discussed beginning of Page 7. The Performance Monitor and all logs can be accessed from the left panel of the console. Systems Administrators may wish to periodically review these logs to get a baseline of how the service is performing. Do not Start the FileMaker Server service until the following configuration changes have been made. 6

7 Recommended Settings: Guest Connections: Set this value to the number of FileMaker Pro licenses your firm has purchased. The number 3 in the picture above is for illustration only. You number may be larger or smaller depending on the number of FileMaker Pro seats you are licensed for. System resources required for the operation of the FileMaker Server service increases in proportion to the number of simultaneous guests. Do not set this number higher than necessary. Disconnect Idle Guests: Exercise caution if you set this option at this time. Although it is nice to have everyone out of the program for various administrative reasons, the disconnect is from the data only. When the user brings the FileMaker Pro program back in focus, there will be no residual message that they were disconnected by the server. When the data screen is not visible, and no messages exist as to where it went, this could be disconcerting to your user. Do not click Apply or OK at this time. Instead, click the Files tab and proceed to the next page. 7

8 Recommended Settings: Hosted Files: The Lackner 6-in-1 program requires this number remain at 50. Database cache: Increase this setting to 8 MB of RAM. Auto Update: Place a checkmark in this setting. The FileMaker Pro 6.0v4 program on each workstation contains the latest version of all required files at the time of installation. This setting will be preset to download updates to FileMaker 6.0v4 when updates are available. Click the File Types tab and proceed to the next page. 8

9 Recommended Settings: Allow FileMaker Server to open registered runtime solutions: Insert a checkmark in the box. New file type: Insert the cursor into this field and enter the file extension usr without quotes. Click the Add button to place this extension into the Registered file types window. Your screen should now resemble the one above. Click the Administration tab and proceed to the next page. 9

10 Recommended Settings: Select Remote adminstration Requires password: Click into the circle to select this option then type a password into the password field. A password should be assigned to the Remote administration option. If there is an IT staff on site, you may use your usual administrative password. If this is being installed by an outside consultant, please make certain the office administrator or the main user has the password. Depending on the nature of the call to The Lackner Group, it is possible that the Lackner Technical Support staff may need information from the Remote administration screen available from the workstation. Remote administration from the workstation only allows a remote user to view performance of FileMaker Server and a few other tasks relating only to the Lackner 6-in-1 for Windows. It does not allow any access to other installed services or settings on this computer. Host name Custom name: Enter the name Lackner 6-in-1 Windows without quotes as shown above. Custom name does not change the name assigned to the computer within the operating system. It will only change the name that is broadcast to users who wish to access files hosted by the FileMaker Server service. The Custom name will be illustrated on the next page. 10

11 This is the dialog box visible on the workstations when FileMaker Pro 6.0v4 is queing the network for available data hosted by FileMaker Server. The Opener.usr file will be installed with the data files. It is scripted to automate certain tasks necessary to view 6-in1 Windows data. The user will double click the Opener.usr file when they wish to begin entering, editing or viewing data. If the Lackner 6-in-1 Windows name is double clicked, the Remote Administration feature is activated. The password entered on the above Administration tab will be required to view the information within the Remote administration feature. Click the Networking tab and proceed to the following page. 11

12 Recommended Settings: Network Protocols: Defaults to Both protocols. Should be set to TCP/IP only. IP Address If this computer is mulit-homed, please verify that the correct IP Address is assigned to the FileMaker service. Click the Logging tab and proceed to the following screen. 12

13 All default settings are fine on this screen. Click the Directory Service tab then proceed to the next page. 13

14 These settings only require adjustment if this is a dedicated FileMaker Server computer that requires it to be registered with a directory (LDAP) service. You may now click Apply and then OK to return to FileMaker console. Instructions on Starting and Stopping the service begin on the next page. 14

15 In the left panel of the console, double click on the Services (Local) to view the list of services as illustrated above. From the list in the right panel, locate FileMaker Server from the list of Services (Local) and double click to open the FileMaker Service Properties sheet. This sheet is discussed on the following page. 15

16 From the above Properties sheet, verify the Startup type is showing Automatic. Click the Start button to begin the FileMaker Server service. The service is now running and will automatically begin each time this computer restarts. Note: The FileMaker Server service must be stopped before performing the following tasks. 1. Adding data files to the Estates6 directory. 2. Performing updates from existing 6-in-1 data files to newer 6-in-1 data file versions. 3. Performing DOS data importing to the Windows 6-in-1 program. 4. Opening FileMaker Pro6.0v4 on this computer for any reason. 5. Changing any of the FileMaker Server 5.5 configuration settings. Click the Stop button on the above Properties sheet to stop the service and resume configuration. Please go to the next page. 16

17 Creating a Backup procedure for the Lackner 6-in-1 Windows files. FileMaker Server 5.5 allows the creation of a scheduled backup of the data files using the Task Scheduler. This procedure should be sufficient for most installations. At this time, there is no Estates6 data directory to point the backup procedure to. To create the FileMaker Server backup procedure, you need to manually create a folder titled Estates6. Open the Windows Explorer or navigate through My Computer and create this directory under the C:\Program Files\FileMaker\FileMaker Server 5.5 directory. It is advisable to keep the Lackner 6-in-1 data in the default location. When the FileMaker Server service is started, it will automatically open any database files in the root directory and one level down. For ease of administration, never put your Lackner 6-in-1 data files directly in the FileMaker Server 5.5 root directory. To begin creating the backup procedure, select Task Scheduler from the lower right panel of the FileMaker Server Console and click Next to show the following screen. Verify that the Back Up databases option is selected. The other options are described in the FileMaker Server 5.5 manual. A Backup.cmd file can be created for the option Run Command File on this screen. Please refer to the Backup.cmd.txt file located in the docs subdirectory at the root of the FileMaker Installation CD. Click the Next button to proceed then turn to the following page. 17

18 Enter a name for the backup that is descriptive to you. This name will appear in the Schedules subfolder under FileMaker Server in the left panel of the console. Click the Next button then proceed to the following page. 18

19 Make certain the above setting is selected. You may browse to the default data location you just created or you may type in the pathway: C:\Program Files\FileMaker\FileMaker Server 5.5\Estates6 which is the default installation path for the Lackner 6-in-1 Windows with FileMaker Server. Click the Next button then proceed to the following page. 19

20 Enter the pathway to the location on which you wish to store your Lackner data backup. This pathway does not necessarily need to be on the C: drive but should be on a local partition. Note: This directory must now be made part of your centralized backup routine. Click the Next button to proceed. 20

21 The Task Scheduler allows you to choose multiple days and times as shown above. The schedule shown above is only for illustration purposes. Select a schedule that is appropriate for your situation. Take into account the days Lackner data may be edited, the lunch hours and quitting times of regular users. Make certain all of the scheduled FileMaker Server backups are completed before the regular centralized backup procedure begins. Click the Finish button to return to the FileMaker Console. Do not restart the FileMaker Server Service at this time. Proceed to the next page. 21

22 Installing FileMaker Pro 6.0v4 on this computer to manage data file updates and DOS data conversions. The FileMaker Installation CD is again required. It is strongly recommended that DOS conversions and Windows file version updates are performed from a local disk. To this end, a FileMaker Pro 6.0v4 installation routine was created for this purpose only. The FileMaker 6.0v4 installation for data file updates and DOS data conversion is not found on the Configuration Options screen that automatically appears when the FileMaker Installation CD is inserted. Insert the FileMaker Installation CD and when this screen appears, click the X in the upper right hand corner of this screen to close. From the Windows Explorer, open the CD contents. Locate and open the Admin directory at the CD root. From here, double click the Setup.exe file to begin the InstallShield routine. You will know this is the correct routine if the product name is FileMaker Pro 6.0v4 to manage 6-in-1 data under FM Server. If you have not launched the correct setup routine, simple click the Cancel button at any time to roll back changes. This installation differs from the workstations in both the default installation location and icon setup. This server side installation will keep both applications in a FileMaker root folder with the icon pointing directly to the executable file. The icon will not launch a data file with scripted information to assist the user to locate 6-in-1 data as it does on a workstation. Step through the InstallShield Wizard. Please keep the default installation path. Select Finish to exit the CD installation routine. From the Start Programs FMPro for 6-in-1 Data, launch the program to verify it has been installed correctly. The specific use of this installation will be detailed with any documentation that requires it. Exit the FileMaker Pro application. Restart the FileMaker Server service. At this time, go back to the FileMaker Server Console, double click on Services from the left panel and then double click on FileMaker Server from the right panel. Click the Start button to begin the FileMaker Server Service. Click OK to exit the service properties sheet. You have just completed the server side installation. Before installing your data, complete the workstation installations per instructions that accompanied the FileMaker Installation CD. Please note: The number of workstations that will have FileMaker Pro 6.0v4 installed to add, edit or review Lackner 6-in1 data, must equal the number of seat licenses obtained from the The Lackner Group. No support is available for any unlicensed workstation or for any user accessing any portion of the Lackner 6-in-1 for Windows from a shared directory. Proceed to the next page. 22

23 At this time, please refer to the document: FileMaker Installation CD (Release Date February 14, 2003) for The Lackner 6-in-1 for Windows Estate and Trust Administration System This is the documentation to install the workstation configurations of FileMaker Pro 6.0v4. After completing the workstation installation and configuration, exit FileMaker Pro 6.0v4 on the workstation then relaunch the program. Although the Installation notes do not refer you back to this sheet, please go to the next paragraph after relaunching the Lackner 6-in-1 Windows on the workstation. From the main splash screen, press the key sequence Control+Shift+O to bring up the "Hosts" screen as illustrated on page 11 of this document. If the TCP/IP protocol is correctly configured, you should see the Lackner 6-in-1 Windows name in the Hosts window corresponding to the Custom name selected for the FileMaker Server service to be broadcast. If there are no data files resident in the Estates6 directory, no files will be listed beneath the Custom name. To preview the Remote administration screen, double click on the Custom name listed in the Hosts window and if you selected Password Required for Remote administration, you should be prompted for that password at this time. Enter the password and click OK. Explore the options available from this screen. To close the Remote administration files, go to File Close and you will be back at the blue splash screen. If you do not see the computer listed, verify that the FileMaker Server service has been started. If you are still having problems and you believe that all of your computers are on the same IP subnet, call Lackner Technical Support at for assistance. Be certain to read all applicable sections of the Administrator s Guide for FileMaker Server 5.5 for additional information and the docs directory on the CD root. There is also adequate reference material at relating to FileMaker Server 5.5 and FileMaker Pro 6.0v4. 23