Filemaker Pro

integral circuits


"Filemaker Pro Development For Users"

With over 20 years experience developing FileMaker Pro solutions, I am a trusted developer for corporations, creative businesses, medical device manufacturers, and universities. My client's regularly commend me on my ability to understand their requirements, communicate clearly, meet deadlines and keep projects on budget, to develop user friendly interfaces, and to employ efficient and creative programming techniques. 

I approach a FileMaker development project from a user's perspective, taking into account that users require a solution that is easy to use and is designed with a clean and an intuitive interface.  In most cases a database solution can be created that follows a defined process.  However, if the solution is too complex it will create confusion for the user. My ultimate goal in designing a solution is to make it usable, while solving the need.

SERVICES:
  • FileMaker solution design and development.
  • Development of FileMaker databases based on existing data tracking systems.
  • Augmentation and revisions to existing Filemaker solutions.
  • Conversion from FileMaker systems pre version 7.
  • FileMaker training.
  • FileMaker Instant Web Publishing.
  • Iphone and IPad solution development for use with the FileMaker Go App.
  • Filemaker hosting in the "cloud".
  • FileMaker server installation and configuration.
  • FileMaker Integration with SQL based databases.

SELECTED PROJECTS:

Stanford University School of Medicine - The Center for Interdisciplinary Brain Sciences Research (CIBSR):
Developed a solution for converting and storing 80 SQL database tables that stored family demographic and research data.

-Developed a household demographic data entry and reporting process that guides the user through the process of adding demographic information for families involved in DNA research and other studies.  The existing SQL database required the data to be input by senior research staff, who understood the data entry rules and variables.   The resulting FileMaker solution guides the user though the process, with a step by step flowchart diagram, posing questions and guiding the user throughout the process.  This resulted in allowing additional staff and research assistants to effortlessly enter and maintain family demographic data, reduce errors and orphaned records, and presented users with an interface that summarized the current and historical family data, and to easily find related family members in other households.

- Developed a standard interface for data entry and reporting of research data.  By scanning and overlaying the research questionnaire forms into FileMaker, Research Assistants could more easily enter data directly from the paper form, without having to know the actual data field names.  In addition, it was required that the research data be validated by blindly reentering the data and alerting the user when a data field did not match. A process was developed that accomplished the validation without storing a duplicate of the data.  In addition, HIPPA requirements were programmed into the system that disallowed most users from seeing names or from navigating to specific layouts.

Franklin Templeton Investments Creative Services Reporting Solution:
Maintained a data reporting tool employing the data interface separation model.  The company maintains a FileMaker project management, time tracking, and reporting system.  The Creative Services department required an interface to report on project and time data.  This was achieved by creating a FileMaker interface reporting file.  The reporting file stores report layouts and program code, but does not store data. The solution provides the user with navigation screens that interface with the live network data.  This file can be maintained by individual users, or hosted on the server.  If changes are required only one file must be replaced, without importing current data.

Publicis Technology Advertising Time Tracking and Billing:
Designed and developed a multi user time entry and reporting system. This solution integrates with a custom Filemaker job tracking system, and allows each user to see a list of job numbers, and to validate their data entry for accuracy. The system also includes separate preferences for each user and numerous reports are included as well as a link to the billing system.

Stanford University Business School "Facebook Project":
Developed a solution that stores student photos and biograpical information.  Managed the input of data and phtography of students.  Digital files with photos and data were sent to a printer for creation of film that was used to print "Facebooks" that were distributed to students.  The solution also allowed professors to input the student name/ID number into a layout that represents the fixed seating arrangements of each classroom. The entry of the name/ID causes an automatic lookup of the student's picture and biographical information onto the classroom layout. This layout is then printed by the professor which allows them to easily identify a student while in their class.  This database project was maintained from 1994 - 2001 with yearly photo and biographical updates.

Boston Scientific Medical Device Unit Service Call and Maintenance System:
Designed and developed a multi-user system for tracking multiple medical device units at hospitals by Boston Scientific Corporation.  The system allows the phone support and field service staff to view a device by serial number or location.  System includes tracking of contact management, service calls, field service work order generation, history, RMA, maintenance and service contract management, replacement parts and accessory tracking.
Overview of Filmaker features, capabilities, and solutions that I work with and recommend to my clients.

FILEMAKER PRO TECHNICAL FEATURES:
  • Cross platform relational database with multiple tables within each file.

  • Advanced programing language, (still called Scripts), including numerous status functions, error capture, calculation functions, and user action status functions.

  • Network file sharing--built into each copy of FileMaker allowing up to 9 concurrent users to share a hosted database file.

  • File sharing is simple- shared files are easily accessible on your network by PC’s and Mac’s without your IT staff having to configure individual access.  (Access is of course controlled by a username/password combination.

  • FileMaker server software dramatically enhances performance and reliability of shared database files, and up to 250 users.  For example a database hosted in New York can be accessed in San Francisco with performance very close to performance if hosted on a local server.

  • Plug-in availability.  The FileMaker development community has created a number of add on feature based plug-ins to perform tasks or solve technical issues that are not solvable using FileMaker built in functionality

FILEMAKER PRO FUNCTIONAL FEATURES:
  • Security:  FileMaker has a secure username/password system built in, for more information click here .  However, some sites require more complex password and security function, including password expiration, encryption, and minimum length features.   This is accomplished through the use of plug-ins and a module created for the medical device manufacturing industry requiring 21CFRPart11 compliance.

  • Audit Trail:  The recording of all values input to a field, including the user and date and time changed is possible using built in functionality.   Many of the solutions I design include security functionality that requires a user to click a button to switch from a read only screen to a edit screen.  This further protects the data from being accidentaly changed and can enable a security model where users can have limited data editing capability on a field basis.

  • Customized Menus:  In addition to being able to control what actions a user may perform, such as deleting records, or modifying the database fields and layouts.  A FileMaker file can be customized to have custom menus.  A custom menu set can be created to perform specific tasks, a standard menu can be renamed or removed, and a new menu item can be added to an existing menu.

  • Connect to MS SQL Server, Oracle or MySQL data sources:  A powerful feature of FileMaker is the ability to easily connect to data hosted on external data sources.  Based on the priveleges setup by the external database Admin you can submit queries, import data, and interact with the external data including adding, and editing data.   Your local computer or the computer the FileMaker server is running on must have an ODBC data source driver installed and configured.   Some drivers are included with FileMaker, or can be purchased for a nominal charge.  After a external data source is created in FileMaker, the external tables appear in the FileMaker manage database view, just like any other FileMaker table.  Users interact with the data, just like any other FileMaker data field, with FileMaker handling the command translation into SQL.  An alternate option is available to query and or import from the SQL data source by creating SQL queries from within Filemaker.

  • Data Storage Limits:   8 Terabytes per file, 1 Million tables per file, 64 quadrillion records per table, 1 billion characters per text field, 4 gigabytes per container field.  Container fields can store almost any type of file including PDF’s, pictures, sounds, and movies in multiple file formats.  This makes FileMaker an excellent choice as a file storage solution.

  • Web Access:  A single copy of FileMaker allows up to 5 simultaneous users to connect to a hosted database file using Instant Web Publishing (IWP).   IWP generates the HTML code required for users using Internet Explorer, Safari, or other compatible browsers to perform almost all of the functions onf the desktop version.  Functional limitations tend to be related to interactions with other programs and that when working through a web browser you must “submit” your entries.   IWP is best suited for simple layouts and functions.  For example, a contact manager, order entry, inventory management, and basic reporting.   With FileMaker server advanced up to 100 users can connect to a hosted database.  IWP is an excellent solution used internally within a companies intranet since most users require minimal specific functionality accomplished using a web browser.  This can also be a cost savings since a copy of FileMaker is not required for web based users.

  • FileMaker GO for Iphone and Ipad:  When FileMaker Go was previewed at the developers conference in 2009, over 3000 developers went wild.  FileMaker Go is basically like having a copy of FileMaker on your Ipad/Iphone.  FileMaker databases can be accessed directly from the mobile device.  Layout redesign and functionality is not required.  However, the user experience is greatly enhanced if layouts and functions are specifically designed for the mobile device.  FileMaker Go connects to a shared FileMaker database using the cellular data network or Wifi.  You simply enter the IP address of the host computer and the network port that is open.   If network access is not available a copy of the database can be stored locally on the device.

  • FileMaker in the Cloud: Hosting companies now charge under $25 month to host a single FileMaker database on a shared FileMaker Advanced server, with dedicated servers also available.  This allows the database to be accessed remotely from a FileMaker desktop version, FileMaker Go, or using a web browser if web publishing is enabled for the database.


Robert@RobertRoll.com   415-335-9395

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© 2011 Robert Roll - integral circuits