CC Pivot 2.0

Getting Started

Using CC Pivot

Change Log



This version of CC Pivot requires FileMaker Pro 12 or higher, Mac or Windows. One plugin is required however it is included with the purchase and automatically installed upon opening the CCPivot solution.


  1. Have FileMaker Pro 12, or FileMaker Pro 12 Advanced, installed on each computer that will be using CC Pivot.
  2. If you plan to have CC Pivot hosted on a server located within your organization, you will need to have either FileMaker Server 12 or FileMaker Server 12 Advanced installed on that server.
  3. Download CC Pivot from Cleveland Consulting. It is compressed as a zip file. You can store the file on your desktop, or any other convenient location.
  4. Double-click on the downloaded file. Depending on the program you use to decompress the file, you will be asked where you want to store the decompressed file. Again, choose a convenient location.
  5. Installing Plugin
    1. In order to use the Pivots you will need to ensure that the included plugin is included in any FileMaker Pro installation that will be using CC Pivot.
    2. With the advent of plug-in installation inf Filemaker 12, the plugin will automatically install and activate when you open the system. Before opening, please ensure that you have allowed plugins to be automatically installed in your FileMaker Pro preferences.
  6. Where to locate the CC Pivot file.
    1. If CC Pivot will just be used by one person on one computer, store the CC Pivot file on that computer.
    2. CC Pivot can be used as a multi-user file. That is, the file will be physically located in one place, and all of the people who will use it will access the file there. This can be done in one of two ways. It can be hosted using FileMaker Server, or "peer-to-peer" using just FileMaker Pro on a desktop computer. We highly recommend using FileMaker Server.
    3. Hosting using FileMaker Server.
      1. If you only want access to CC Pivot from within the physical location of your organization, you can host the files on a local server or a server hosted externally. If you want to be able to access CC Pivot from outside your building you need to be sure that whatever server you use it has access to the internet. This would automatically be true if you used an external hosting service, but could also be configured on a local server.
      2. For FileMaker Server to access databases, such as CC Pivot, the database file needs to be located in specific folders. On a Windows server, the path to the databases is C:\Program Files\FileMaker\FileMaker Server\Data\Databases. On a Mac OS server, the path is /Library/FileMaker Server/Data/Databases. On either platform the database file needs to be in the root of this path, or one level down. In addition, you can specify an alternative location for database files in the Admin Console of the FileMaker Server.
    4. Hosting using a "Peer-to-Peer" Network. This term means that the CC Pivot file will be located on one individual computer, with no server involved.
      1. Limitations on hosting CC Pivot peer-to-peer. The computer that is hosting CC Pivot must be turned on at all times that anyone would need to access its information. Only 10 users could access the program at one time, including the computer it is running on. In addition, all of the benefits of hosting on a server will be lost, including automatic backups, integrity checks on the files, and speed.
      2. Setup.
        1. To serve the files peer-to-peer, save the CC Pivot file to a convenient location on the computer that will be hosting it.
        2. Make sure you have FileMaker sharing turned on for your host machine: On a Mac, with FileMaker Pro open, navigate to the menu FileMaker Pro / Sharing / FileMaker Network and make sure “Network Sharing” is “on”. On a PC, with FileMaker Pro open, navigate to File / Sharing / FileMaker Network, and make sure that "Network Sharing" is "on." CC Pivot has Network Access “on” for “all users”.
  7. Making CC Pivot available to its users.
    1. Security. CC Pivot comes completely unlocked. The administrator of the program will need to create "privilege sets" for the various groups of people you will have access to CC Pivot. You will also need to create "accounts" with usernames and passwords for all people who will use the system. You create privilege sets and accounts in the program under Manage / Security. On a Mac, get to this from the FileMaker Pro menu. On a Pc, get to it from the File menu.
    2. Accessing the file.
      1. Start FileMaker Pro.
      2. In the "FileMaker Quick Start" dialog box, click on the "Browse" button at the bottom of the middle column.
      3. If you are working from the computer on which CC Pivot is stored, in the "Open File" dialog box, navigate to the location of the file, and double-click on it. If you are working from some other computer, in the "Open File" dialog box, click on the "Remote" button in the lower right-hand corner of the screen.
      4. In "Open Remote File" dialog box, click on the name or address of the server in the "Hosts" box on the left. You should see a list of files on the right that are available.
      5. Double-click on the the file "CCPivot.fmp12" on the right side of the dialog.

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Page last modified on January 02, 2013, at 10:38 AM