VISUAL QUICKPRO GUIDE FileMaker Pro 7 Advanced FOR WINDOWS AND MACINTOSH [Electronic resources] نسخه متنی

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VISUAL QUICKPRO GUIDE FileMaker Pro 7 Advanced FOR WINDOWS AND MACINTOSH [Electronic resources] - نسخه متنی

Cynthia L. Baron, Daniel Peck

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Setting Up or Upgrading FileMaker Mobile


PDAs are very different from desktop computers, particularly in how you install or upgrade their software. Because they have limited memory, it isn't practical to upgrade on top of anexisting version the way we've grown accustomed to on the desktop. In fact, you'll need to get rid of the first version before the bigger, better version takes its place.

Earlier versions of FileMaker Mobile will not communicate with FileMaker 7 databases, so you should make sure that you have uploaded any discrepancies between your handheld database and your main FileMaker file before you upgrade the file to its .fp7 version.

First, back up your handheld database to your pre-FileMaker 7 computer database so no recent changes will be lost. Second, you must remove everythingall FileMaker Mobile handheld and application softwarebefore you install a new version. Once that's complete, upgrading is no different from setting up from scratch.

To remove an old FileMaker Mobile from your PDA



1 .

Connect your handheld and synchronize your database, then quit the FileMaker Pro application.

2 .

Go to the handheld's Main window. In the menu bar, tap App, then tap Delete.

3 .In the Delete window, find FileMaker, then tap Delete (Figure 12.48).

Figure 12.48. Deleting FileMaker Mobile deletes its databases as well.


4 .When the Delete Application dialog box appears, tap Yes, then tap Done to close the window.

Once your PDA is ready, you can remove FileMaker Mobile from your computer.

5 .

In Windows, go to Start > Settings > Add/Remove Programs. On a Mac, drag the old application folder to the Trash.


To set up FileMaker Mobile with a FileMaker Pro database



1 .If you want to transfer only a portion of the records, open the database you want to transfer. Choose View > Find Mode (Control+F/Command+F). Enter your criteria and click Find. Close the database.

2 .Launch FileMaker Mobile. In the database window, click the + button (Figure 12.49).

Figure 12.49. FileMaker Mobile works by sharing files between the desktop database and the handheld.


[View full size image]

3 .When the Add Database dialog box appears, click Browse. In the Open dialog box, navigate to the database you want to transfer and double-click to select it.

4 .Back in the Add Database dialog box, the path to the database appears in the Database box. Click Next (Figure 12.50).

Figure 12.50. FileMaker Mobile transfers files directly to the handheld without the help of FileMaker Pro.


5 .Click the Settings button. When the Mobile Settings dialog box appears, click the Specify Fields button in the Fields portion of the dialog box (Figure 12.51).

Figure 12.51. If you specify fields, you don't have to transfer an entire file to the handheld.


6 .

A second dialog box labeled Mobile Settings will appear. From the list on the left of the dialog box, choose the fields you want to transfer to the handheld and click Add to move them (Figure 12.52).

Figure 12.52. When you choose your fields, you can also set the order in which they'll appear on your handheld display.


Fields can be added only one at a time, and only fields that meet Mobile's criteria are listed.

7 .If a field has a value list you'd like to use, click Properties. The "Handheld field properties" section will appear at the bottom of the dialog box.

8 .

From the Format drop-down list, select the value list format you prefer. From the Use value list drop-down menu, select the value list associated with the field (Figure 12.53).

Figure 12.53. Your value list should match the value list you've been using on the original database.


9 .The fields will display on the handheld in the order they appear in the Handheld Fields box. Select a field and click Move Up or Move Down to position the fields in the order you want them on the handheld.

10 .When you're finished, click OK to return to the main Mobile Settings dialog box.

11 .If you've created a found set to transfer, click Synchronization. In the Mobile Settings dialog box that appears, click the "Found set at time of synchronization" button in the Records section (Figure 12.54).

Figure 12.54. If you don't need an entire file, create a found set and choose the Found set option in the Records section.


12 .

Set your handheld Synchronization options in the Mode and Conflict Resolution sections, then click OK twice. Click Finish to return to the database list.

The Synchronization options determine what happens when a record in FileMaker Pro and Mobile don't match. The default is "Duplicate records." This option creates two different records so you can choose between them later.

13 .HotSync your handheld (Figure 12.55). The files you've chosen will be transferred to it.

Figure 12.55. Your desktop software will let you know that your files are being transferred.




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