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	<title>filemaker expert &gt; Metasys Software Pvt Ltd.</title>
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	<title>filemaker expert &gt; Metasys Software Pvt Ltd.</title>
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	<item>
		<title>Exploring FileMaker&#8217;s Interface Design and Layout Tools</title>
		<link>https://www.metasyssoftware.com/filemaker/exploring-filemakers-interface-design-and-layout-tools/</link>
		
		<dc:creator><![CDATA[meta_prasad]]></dc:creator>
		<pubDate>Thu, 09 Nov 2023 06:55:58 +0000</pubDate>
				<category><![CDATA[FileMaker]]></category>
		<category><![CDATA[filemaker expert]]></category>
		<category><![CDATA[FileMaker developers]]></category>
		<category><![CDATA[FileMaker certified developers]]></category>
		<category><![CDATA[FileMaker consultants]]></category>
		<guid isPermaLink="false">https://www.metasyssoftware.com/?p=11067</guid>

					<description><![CDATA[<p>The user interface holds immense importance in the design of any application, and needs to be user-friendly with a modern [&#8230;]</p>
The post <a href="https://www.metasyssoftware.com/filemaker/exploring-filemakers-interface-design-and-layout-tools/">Exploring FileMaker’s Interface Design and Layout Tools</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></description>
										<content:encoded><![CDATA[<div data-elementor-type="wp-post" data-elementor-id="11067" class="elementor elementor-11067">
						<section class="elementor-section elementor-top-section elementor-element elementor-element-1f05a14f elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="1f05a14f" data-element_type="section">
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						<div class="elementor-element elementor-element-418550b2 elementor-widget elementor-widget-text-editor" data-id="418550b2" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									The user interface holds immense importance in the design of any
application, and needs to be user-friendly with a modern aesthetic
“look and feel”.								</div>
				</div>
				<div class="elementor-element elementor-element-5196ad8e elementor-widget elementor-widget-text-editor" data-id="5196ad8e" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									FileMaker stands as a pivotal relational database application, offering a
potent blend of a database engine and comprehensive UI design tools.
These tools empower developers to construct layouts with remarkable
efficiency, thanks to intuitive drag-and-drop features that outpace
alternatives in terms of speed and simplicity.								</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				<section class="elementor-section elementor-top-section elementor-element elementor-element-4f0f6209 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="4f0f6209" data-element_type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8648b7e" data-id="8648b7e" data-element_type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-15b82b52 elementor-position-left elementor-vertical-align-middle elementor-widget elementor-widget-image-box" data-id="15b82b52" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img decoding="async" width="128" height="128" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/layout.png" class="attachment-full size-full wp-image-11069" alt="" /></figure><div class="elementor-image-box-content"><h3 class="elementor-image-box-title">Layout and Tools</h3></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-5cd2915a elementor-widget elementor-widget-text-editor" data-id="5cd2915a" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									Within FileMaker, the layout feature lets you create personalized
screen designs, tailored to specific needs. The layout assistant aids in
selecting layouts across device formats. Depending on the devices used
in the business, layout stencils for computers, touchscreens, and
printers can be selected. The application also provides options for
crafting print layouts, including labels, envelopes, and reports.
Additionally, list and table views can be instantly created.								</div>
				</div>
				<div class="elementor-element elementor-element-7dbca300 elementor-widget elementor-widget-image" data-id="7dbca300" data-element_type="widget" data-widget_type="image.default">
				<div class="elementor-widget-container">
															<img fetchpriority="high" decoding="async" width="600" height="400" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-1-600x400.png" class="attachment-folio size-folio wp-image-11070" alt="" srcset="https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-1-600x400.png 600w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-1-272x182.png 272w" sizes="(max-width: 600px) 100vw, 600px" />															</div>
				</div>
				<div class="elementor-element elementor-element-7c0f66d elementor-widget elementor-widget-text-editor" data-id="7c0f66d" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									Associated tools can be effortlessly integrated or added to the layout to facilitate this process. Elements such as text fields, buttons, images, tabs, and slider panels can be easily dragged and dropped from the toolbar.								</div>
				</div>
				<div class="elementor-element elementor-element-521e9ec8 elementor-widget elementor-widget-image" data-id="521e9ec8" data-element_type="widget" data-widget_type="image.default">
				<div class="elementor-widget-container">
															<img decoding="async" width="672" height="65" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/toolbar.png" class="attachment-full size-full wp-image-11071" alt="" srcset="https://www.metasyssoftware.com/wp-content/uploads/2023/11/toolbar.png 672w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/toolbar-300x29.png 300w" sizes="(max-width: 672px) 100vw, 672px" />															</div>
				</div>
				<div class="elementor-element elementor-element-1619edac elementor-position-right elementor-vertical-align-middle elementor-widget__width-auto elementor-widget elementor-widget-image-box" data-id="1619edac" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img loading="lazy" decoding="async" width="77" height="65" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/charts.png" class="attachment-full size-full wp-image-11072" alt="" /></figure><div class="elementor-image-box-content"><span class="elementor-image-box-title">•	Charts</span></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-5609deb4 elementor-widget elementor-widget-text-editor" data-id="5609deb4" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									</strong>FileMaker&#8217;s chart control simplifies the creation of various chart types, such as pie charts, area charts, and bar charts. These charts can be swiftly configured to represent backend data. The chart inspector offers an array of formatting options, allowing users to customize the type, category labels, legends, and data. These charts can be quickly generated from the table view.								</div>
				</div>
				<div class="elementor-element elementor-element-621e650e elementor-widget elementor-widget-image" data-id="621e650e" data-element_type="widget" data-widget_type="image.default">
				<div class="elementor-widget-container">
															<img loading="lazy" decoding="async" width="394" height="764" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-2.png" class="attachment-large size-large wp-image-11073" alt="" srcset="https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-2.png 394w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-2-155x300.png 155w" sizes="(max-width: 394px) 100vw, 394px" />															</div>
				</div>
				<div class="elementor-element elementor-element-22042568 elementor-position-right elementor-vertical-align-middle elementor-widget__width-auto elementor-widget elementor-widget-image-box" data-id="22042568" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img loading="lazy" decoding="async" width="87" height="56" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/web-veiwer.png" class="attachment-full size-full wp-image-11074" alt="" /></figure><div class="elementor-image-box-content"><span class="elementor-image-box-title">•	Web Viewer</span></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-61695d4c elementor-widget elementor-widget-text-editor" data-id="61695d4c" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									 </strong> The web viewer control can easily display webpages within the FileMaker application. It is highly customizable, capable of showcasing web pages based on the data within the application. For example, it can display a company&#8217;s website or show a map based on addresses stored in the application. Advanced capabilities also allow integration with JavaScript.								</div>
				</div>
				<div class="elementor-element elementor-element-3d0ef5a1 elementor-widget elementor-widget-image" data-id="3d0ef5a1" data-element_type="widget" data-widget_type="image.default">
				<div class="elementor-widget-container">
															<img loading="lazy" decoding="async" width="768" height="588" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-3-768x588.png" class="attachment-medium_large size-medium_large wp-image-11075" alt="" srcset="https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-3-768x588.png 768w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-3-300x230.png 300w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-3-1024x784.png 1024w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/img-3.png 1321w" sizes="(max-width: 768px) 100vw, 768px" />															</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				<section class="elementor-section elementor-top-section elementor-element elementor-element-a1add0e elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="a1add0e" data-element_type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-31737fb6" data-id="31737fb6" data-element_type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-37f1cac8 elementor-position-left elementor-vertical-align-middle elementor-widget__width-auto elementor-widget elementor-widget-image-box" data-id="37f1cac8" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img loading="lazy" decoding="async" width="142" height="128" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/inspector.png" class="attachment-full size-full wp-image-11076" alt="" /></figure><div class="elementor-image-box-content"><span class="elementor-image-box-title">Inspector</span></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-2662e399 elementor-widget elementor-widget-text-editor" data-id="2662e399" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									The inspector, found in the toolbar, gives you the ability to modify properties of objects added to the layout. It encompasses four main sections:								</div>
				</div>
				<div class="elementor-element elementor-element-3c1ae90c elementor-widget elementor-widget-text-editor" data-id="3c1ae90c" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<strong>a. Position</strong>:  Allows precise arrangement and alignment of objects.								</div>
				</div>
				<div class="elementor-element elementor-element-13026643 elementor-widget elementor-widget-text-editor" data-id="13026643" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<strong>b. Styles</strong>:  
 Customization of themes and styles.								</div>
				</div>
				<div class="elementor-element elementor-element-12daf2a9 elementor-widget elementor-widget-text-editor" data-id="12daf2a9" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<strong>c. Appearance</strong>:  Encompasses formatting options for graphics, text, paragraphs, and tabs.								</div>
				</div>
				<div class="elementor-element elementor-element-2a99ca86 elementor-widget elementor-widget-text-editor" data-id="2a99ca86" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									<strong>d. Data</strong>: 
 Involves data binding, control style, and data formatting options.								</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				<section class="elementor-section elementor-top-section elementor-element elementor-element-37a36966 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="37a36966" data-element_type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3650baac" data-id="3650baac" data-element_type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-7cd9cc95 elementor-position-left elementor-vertical-align-middle elementor-widget__width-initial elementor-widget elementor-widget-image-box" data-id="7cd9cc95" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img loading="lazy" decoding="async" width="42" height="33" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/pane.png" class="attachment-full size-full wp-image-11077" alt="" /></figure><div class="elementor-image-box-content"><span class="elementor-image-box-title">Objects Pane</span></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-44e415a3 elementor-widget elementor-widget-text-editor" data-id="44e415a3" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									With Objects pane, you can easily drag &#038; drop fields and search objects on layout. You can also manage the placement of fields on the layout.								</div>
				</div>
				<div class="elementor-element elementor-element-305bd09e elementor-position-right elementor-vertical-align-middle elementor-widget__width-initial elementor-widget elementor-widget-image-box" data-id="305bd09e" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img loading="lazy" decoding="async" width="200" height="200" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/add-on.png" class="attachment-full size-full wp-image-11078" alt="" srcset="https://www.metasyssoftware.com/wp-content/uploads/2023/11/add-on.png 200w, https://www.metasyssoftware.com/wp-content/uploads/2023/11/add-on-150x150.png 150w" sizes="(max-width: 200px) 100vw, 200px" /></figure><div class="elementor-image-box-content"><span class="elementor-image-box-title">•	Add-ons</span></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-5f855922 elementor-widget elementor-widget-text-editor" data-id="5f855922" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									 FileMaker offers pre-built functional modules known as add-ons, provided by Claris, which can be seamlessly integrated into your solution. These add-ons come complete with tables, fields, scripts, and layout elements such as buttons, headers, and footers. They significantly expedite development by enhancing efficiency in managing addresses, calendars, action items, and more.								</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				<section class="elementor-section elementor-top-section elementor-element elementor-element-30e39d5a elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="30e39d5a" data-element_type="section">
						<div class="elementor-container elementor-column-gap-default">
					<div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-17619f02" data-id="17619f02" data-element_type="column">
			<div class="elementor-widget-wrap elementor-element-populated">
						<div class="elementor-element elementor-element-57a43a0a elementor-position-left elementor-vertical-align-middle elementor-widget__width-initial elementor-widget elementor-widget-image-box" data-id="57a43a0a" data-element_type="widget" data-widget_type="image-box.default">
				<div class="elementor-widget-container">
					<div class="elementor-image-box-wrapper"><figure class="elementor-image-box-img"><img loading="lazy" decoding="async" width="128" height="128" src="https://www.metasyssoftware.com/wp-content/uploads/2023/11/theme.png" class="attachment-full size-full wp-image-11079" alt="" /></figure><div class="elementor-image-box-content"><span class="elementor-image-box-title">Themes</span></div></div>				</div>
				</div>
				<div class="elementor-element elementor-element-88c5b57 elementor-widget elementor-widget-text-editor" data-id="88c5b57" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									FileMaker includes built-in themes that can be applied to the overall layout and objects within it, including labels, buttons, and portals. These themes can be tailored to specific needs, allowing the application of relevant styles and ensuring consistency throughout the FileMaker solution.								</div>
				</div>
				<div class="elementor-element elementor-element-d4dd392 elementor-widget elementor-widget-text-editor" data-id="d4dd392" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									In conclusion, FileMaker offers a rapid application low code platform to create great User Interfaces.  Utilizing FileMaker&#8217;s layout design options and tools significantly enhances application design. Themes, add-ons, and charts collectively contribute to delivering an intuitive user experience.								</div>
				</div>
				<div class="elementor-element elementor-element-24b656be elementor-widget elementor-widget-text-editor" data-id="24b656be" data-element_type="widget" data-widget_type="text-editor.default">
				<div class="elementor-widget-container">
									MetaSys has certified FileMaker professionals who have experience in building apps for clients across different sectors. To know more about our capabilities, visit <a href="https://www.metasyssoftware.com/technologies/filemaker/">https://www.metasyssoftware.com/technologies/filemaker/</a>								</div>
				</div>
					</div>
		</div>
					</div>
		</section>
				</div>The post <a href="https://www.metasyssoftware.com/filemaker/exploring-filemakers-interface-design-and-layout-tools/">Exploring FileMaker’s Interface Design and Layout Tools</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>How MetaSys Software Helped Merge Multiple FileMaker Files to a Single FileMaker Formula File – Case Study</title>
		<link>https://www.metasyssoftware.com/filemaker/how-metasys-software-helped-merge-multiple-filemaker-files-to-a-single-filemaker-formula-file-case-study/</link>
		
		<dc:creator><![CDATA[meta_prasad]]></dc:creator>
		<pubDate>Tue, 16 May 2023 05:17:14 +0000</pubDate>
				<category><![CDATA[FileMaker]]></category>
		<category><![CDATA[custom filemaker development india]]></category>
		<category><![CDATA[FileMaker developers]]></category>
		<category><![CDATA[FileMaker certified developers]]></category>
		<category><![CDATA[FileMaker 19]]></category>
		<category><![CDATA[FileMaker consultants]]></category>
		<category><![CDATA[filemaker expert]]></category>
		<category><![CDATA[Claris Partners Filemaker]]></category>
		<guid isPermaLink="false">https://www.metasyssoftware.com/?p=6118</guid>

					<description><![CDATA[<p>Our client, is in the textile business and manages their manufacturing processes using multiple FileMaker application files. We helped them [&#8230;]</p>
The post <a href="https://www.metasyssoftware.com/filemaker/how-metasys-software-helped-merge-multiple-filemaker-files-to-a-single-filemaker-formula-file-case-study/">How MetaSys Software Helped Merge Multiple FileMaker Files to a Single FileMaker Formula File – Case Study</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></description>
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<p>Our client, is in the textile business and manages their manufacturing processes using multiple FileMaker application files. We helped them migrate from the FileMaker 5 version to the then latest FileMaker version. Their biggest pain point was, they had thousands of Formula files as separate FileMaker files. Each Formula file contained a formula/recipe for a program used by this 24&#215;7 operation.</p>
<p>The shop floor used a base template that was modified for each specific program. Each program had different processes. The layout design, as well as the placement of processes and some values on the layout, varied from program to program. Some formulas required added steps like preheating before adding specific dye material, whereas some formulas need it after adding the material. Due to these differences, they maintained separate Formulas or Program files.</p>
<p>This blog describes how we provided them with a solution by addressing their pain points.</p>
<p style="margin-bottom: 0;"><strong>The Old Process:</strong></p>
<ul style="margin: 0 0 15px; padding-left: 15px;">
<li>For every new formula, the user had to create a copy of the FileMaker file, rename it and make modifications to suit the new program.</li>
<li>The user had to manually enter the Program Number.</li>
</ul>
<p style="margin-bottom: 0;"><strong>The Pain Points:</strong></p>
<ul style="margin: 0 0 15px; padding-left: 15px;">
<li>A huge number of files as a new file had to be created for each new Program.</li>
<li>Time was spent in creating new formula files.</li>
<li>Files could not be hosted on one FileMaker server since there were more than a thousand files generated.</li>
<li>Manual backups were needed.</li>
<li>Risk of file corruption.</li>
<li>Additional memory needed to store and back up files.</li>
<li>Upgrades were time consuming and difficult in a 24&#215;7 operations.</li>
</ul>
<p style="margin-bottom: 0;"><strong>The Solution:</strong></p>
<ul style="margin: 0 0 15px; padding-left: 15px;">
<li>We provided them with a solution which reduced the number of files required.</li>
<li>Instead of creating new FileMaker files for each new Program, we suggested they create a new layout in the same FileMaker file.</li>
<li>Each layout name was to follow a naming pattern starting with the Program number. Ex. for Program number 111, the layout name would be 111.</li>
<li>The naming convention could also include specific attributes of the Program which helped in easy identification.</li>
<li>Program numbers were auto-generated, and manual entry and duplication avoided.</li>
</ul>
<p>So, instead of creating new FileMaker files each time, few common FileMaker files were created for different fabric types (ex. Cotton, Polyester) and then hosted on the FileMaker server. These files would then be used to create new layouts. The common files were further customized as needed and they were matched to the behavior of separate files—for example, functionality to find a specific program and to generate a found set that belonged to it.</p>
<p>We found the batch number as defined in the Program. Every time a new layout was created for a program, the system would generate a default record for that Program.</p>
<p style="margin-bottom: 0;"><strong>Result:</strong></p>
<ul style="margin: 0 0 15px; padding-left: 15px;">
<li>Formula files were reduced to 4-5 from thousands.</li>
<li>Files were hosted on the server and were more secure.</li>
<li>No manual backup needed.</li>
<li>No risk of damage or corruption of the files.</li>
<li>Time was saved since no new files needed to be generated for every program.</li>
<li>Auto-generated program numbers made it more user friendly.</li>
<li>Since then the client has been able to upgrade to the later FileMaker versions very smoothly.</li>
</ul>
<p>MetaSys has a large team of experienced and certified <a href="https://www.metasyssoftware.com/technologies/filemaker/">FileMaker developers</a>,with experience in FileMaker 5 to the latest FileMaker versions. For any queries, please feel free to contact us.</p>
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</div>The post <a href="https://www.metasyssoftware.com/filemaker/how-metasys-software-helped-merge-multiple-filemaker-files-to-a-single-filemaker-formula-file-case-study/">How MetaSys Software Helped Merge Multiple FileMaker Files to a Single FileMaker Formula File – Case Study</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></content:encoded>
					
		
		
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		<title>A Step-by-Step Guide to Encryption at Rest (EAR) in FileMaker</title>
		<link>https://www.metasyssoftware.com/filemaker/a-step-by-step-guide-to-encryption-at-rest-ear-in-filemaker/</link>
		
		<dc:creator><![CDATA[meta_prasad]]></dc:creator>
		<pubDate>Tue, 28 Feb 2023 11:41:47 +0000</pubDate>
				<category><![CDATA[FileMaker]]></category>
		<category><![CDATA[FileMaker developers]]></category>
		<category><![CDATA[FileMaker services]]></category>
		<category><![CDATA[filemaker expert]]></category>
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		<guid isPermaLink="false">https://www.metasyssoftware.com/?p=5890</guid>

					<description><![CDATA[<p>Security plays a vital role in any software application. Most of the time, standard approaches, like Startup login, encryption of [&#8230;]</p>
The post <a href="https://www.metasyssoftware.com/filemaker/a-step-by-step-guide-to-encryption-at-rest-ear-in-filemaker/">A Step-by-Step Guide to Encryption at Rest (EAR) in FileMaker</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></description>
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<p>Security plays a vital role in any software application. Most of the time, standard approaches, like Startup login, encryption of password, etc., are followed. &#8216;Manage Security&#8217; section of FileMaker provides different types of settings to manage various levels of access as well as privileges to the logged-in user.</p>
<p>Encryption at Rest goes beyond this by providing security to the FileMaker file when it is physically stored on a disk. Encrypting a database provides additional security to your FileMaker application.</p>
<h2><strong>What you need? </strong></h2>
<p>To encrypt one or more database files in FileMaker, you will need:</p>
<ul>
<li>FileMaker account with [Full Access] privilege</li>
<li>Encryption Password</li>
<li>A shared ID</li>
</ul>
<h2><strong>Steps to follow:</strong></h2>
<p>To encrypt a database, you should have the required FileMaker files stored locally. If the files are hosted on the server, you will need to unhost them, perform EAR, and then host again.</p>
<p><img decoding="async" class="alignnone size-medium wp-image-4859" title="Filemaker Consultants" src="/wp-content/uploads/2023/02/Picture1.png" alt="Filemaker Consultants" /></p>
<ul>
<li>In FileMaker Pro client, go to menu &#8216;Tools &gt;&gt; Developer utilities&#8217;.</li>
<li>Add the files you need to perform encryption on. In the case of a multi-file solution, add all the required files.</li>
<li>Specify one of the files as Primary.</li>
<li>Select the Project folder, where you would like to place the encrypted files after EAR is completed.</li>
<li>Under Specify Solutions options, select the &#8216;Enable Database Encryption&#8217; option.</li>
<li>This will automatically select the option above &#8216;Create Error log for any processing errors&#8217;. This log is important (but optional) since it creates a log file in the EAR folder. This file will let us know if the encryption was successful or if there were any errors. In the case of multiple files, the encryption status of each file is logged.</li>
<li>Specify a Shared ID; it links multiple encrypted files.</li>
<li>Specify a FileMaker Account with [Full Access] privilege. This will be for the Primary file specified above. If the other files have different [Full Access] password, then it will be prompted during the EAR process.</li>
<li>For the files, which are linked with each other via &#8216;External data Source&#8217; and have different [Full Access] credentials, the login may be prompted more than one time for the same file.</li>
<li>Specify the encryption password. In case of multiple files, if the files&#8217; encryption passwords and shared IDs match, the user will not be prompted again for the encryption password. Enter a password hint, if needed.</li>
<li>The option &#8216;Keep &#8216;Open Storage&#8217; is checked if you do not want the container field data to be encrypted.</li>
<li>Click &#8216;OK&#8217; to start the encryption</li>
</ul>
<h2><strong>After EAR completion:</strong></h2>
<ul>
<li>After the EAR process is completed, check the log file for encryption status.</li>
<li>In the case of external storage container, the EAR process will create the same folder structure for each file. Container data will be encrypted/not encrypted depending on the EAR option specified above.</li>
<li>Users will be prompted for encryption password when opening the files via FileMaker Pro or FileMaker Go locally.</li>
</ul>
<p></p>
<p><img decoding="async" class="alignnone size-medium wp-image-4860" title="File Maker expert" src="/wp-content/uploads/2023/02/Picture2.png" alt="File Maker expert" /></p>
<ul>
<li>When the files are hosted on the FileMaker Server or FileMaker Cloud, users will be prompted for the encryption password before hosting. This password can be saved to automatically open encrypted files when the server restarts.</li>
</ul>
<div class="important_note" style="background:#f0f0f0; padding:20px 20px 5px; margin:19px 0 20px 0;">
<em>IMPORTANT<br />
When performing EAR on hosted files, copy the hosted files and related remote container folders locally where you would be performing the EAR.<br />
The remote container data is stored under ‘RC_Data_FMS’ folder under databases folder on server. In this ‘RC_Data_FMS’ folder, there is separate folder for each database that is hosted on the server. When copying remote container folders for EAR, you need to copy the folder which is inside each database folder to your local folder. If this is not done properly, it will result in container data not encrypting and also will show errors in the log file, especially when you are working with secured storage.</em>
</div>
<h2><strong>Remove Database encryption:</strong></h2>
<p>You can remove database encryption applied to a file or a set of files. It is a similar process as that of encryption.</p>
<p>Under &#8216;Tools &gt;&gt; Developer Utilities&#8217;, add the files you want to remove encryption from, select &#8216;Remove Database Encryption&#8217; option. You will need the Encryption password and [Full Access] login details of the FileMaker files.</p>
<p><img decoding="async" class="alignnone size-medium wp-image-4861" title="Filemaker Developers" src="/wp-content/uploads/2023/02/Picture3.png" alt="Filemaker Developers" /></p>
<p>Encryption at Rest is an essential aspect of data security in FileMaker. By following the above steps, you can encrypt your FileMaker database to provide an additional layer of security. If you have any doubts or need assistance, reach out to the team of experienced and certified <a href="https://www.metasyssoftware.com/technologies/filemaker/"><u>FileMaker experts</u></a> at <strong><b>MetaSys Software, your </b></strong><a href="https://www.metasyssoftware.com"><strong><u><b>custom software development company</b></u></strong></a>.</p>
</div>
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</div>The post <a href="https://www.metasyssoftware.com/filemaker/a-step-by-step-guide-to-encryption-at-rest-ear-in-filemaker/">A Step-by-Step Guide to Encryption at Rest (EAR) in FileMaker</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></content:encoded>
					
		
		
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		<title>Editing &#038; Restricting record access privileges – FileMaker</title>
		<link>https://www.metasyssoftware.com/filemaker/editing-restricting-record-access-privileges-filemaker/</link>
		
		<dc:creator><![CDATA[meta_prasad]]></dc:creator>
		<pubDate>Fri, 20 Aug 2021 13:27:55 +0000</pubDate>
				<category><![CDATA[FileMaker]]></category>
		<category><![CDATA[outsourcing filemaker services]]></category>
		<category><![CDATA[Offshore filemaker services]]></category>
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		<guid isPermaLink="false">https://www.metasyssoftware.com/?p=3577</guid>

					<description><![CDATA[<p>We will illustrate a case study to demonstrate how to restrict users with limited access from editing a record once [&#8230;]</p>
The post <a href="https://www.metasyssoftware.com/filemaker/editing-restricting-record-access-privileges-filemaker/">Editing & Restricting record access privileges – FileMaker</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></description>
										<content:encoded><![CDATA[<p>We will illustrate a case study to demonstrate how to restrict users with limited access from editing a record once it is created.</p>
<h2><strong>The Requirement</strong></h2>
<p>The client that manages their business processes via a set of FileMaker files, has different access levels for different users based on their specific assigned roles. The client has a demand to restrict access for specific users, to lock a record immediately after they create it. Once the record is committed and accepted, it cannot be modified. Here is an approach that explains how this was achieved for designated users.</p>
<h2><strong>The Process </strong></h2>
<p>FileMaker has built-in security feature to manage uncompromised access. To assign access to users with only create access and no modification access, a new privilege set is created under ‘Create Record Privileges’, with ‘View’ and ‘Create’ set to ‘yes’, and ‘Edit’ and ‘Delete’ set to blank as shown in the image. Field Access privileges is set as per requirement, in this instance, ‘Field Access’ is set to ‘all’.</p>
<p><img loading="lazy" decoding="async" class="wp-image-3578 size-full aligncenter" title="Custom record privileges " src="https://www.metasyssoftware.com/wp-content/uploads/Custom-record-privileges-1.png" alt="Custom record privileges " width="647" height="393" /></p>
<p>In ‘Edit Privilege Set’, ‘Layouts’ level privilege is set to ‘All modifiable’, while ‘Value Lists’ are set to ‘All view only’ and Scripts set to ‘All executable only’. The ‘Available menu commands:’ is set to ‘All’.</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-3579 size-full" title="Edit Privilege set " src="https://www.metasyssoftware.com/wp-content/uploads/Edit-Privilege-set-2.png" alt="Edit Privilege set " width="635" height="443" /></p>
<p>By following this approach, users with Limited access can create records and edit records that are created during the current active user session. Any other records created in earlier sessions, users do not have access to edit.</p>
<p><em>However, the catch is that this approach makes new records created during the active user sessions editable, which was not the specified requirement.</em></p>
<p>To be in par with client expectations, security settings were tweaked, restricting access to edit new records immediately after creation. The limited value under the Edit option was selected, with a condition so that only users with a specific privilege set can edit the records, in line with the client requirement.</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-3580 size-full" title="New record " src="https://www.metasyssoftware.com/wp-content/uploads/New-record-3.png" alt="New record " width="1162" height="395" /></p>
<p>However, we discovered that this setting can vary as per the client requirements, and this approach may not always work. Consider a scenario where a user mistakenly commits a record. In this case, they won’t be able to edit the record again. Here is a probable solution.</p>
<h2><strong>The Global Fields</strong></h2>
<p>Global fields can be used to collect data temporarily through a separate Form. Data is saved using a script that is executed through a button. A confirmation can be obtained to save data along with a warning, indicating a record that cannot be edited once it is created. This way, users can decide when to save data.</p>
<p>FileMaker security settings, along with the Global fields give the expected results. For more information, feel free to contact our <a href="https://www.metasyssoftware.com/filemaker">FileMaker experts</a>.</p>The post <a href="https://www.metasyssoftware.com/filemaker/editing-restricting-record-access-privileges-filemaker/">Editing & Restricting record access privileges – FileMaker</a> appeared first on <a href="https://www.metasyssoftware.com">Metasys Software Pvt Ltd.</a>.]]></content:encoded>
					
		
		
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