- Have FileMaker Pro 11.0, or FileMaker Pro 11.0 Advanced, installed on each computer that will be using CC NonProfit.
- If you plan to have CC NonProfit hosted on a server located within your organization, you will need to have either FileMaker Server 11 or FileMaker Server 11 Advanced installed on that server.
- If you will be using an external service to host CC NonProfit, make sure that service has FileMaker Server installed and available to you. If you need suggestions for hosting services that have FileMaker Server available, ask us at CCNonProfit@clevelandconsulting.com.
- Download CC NonProfit from Cleveland Consulting. It is compressed as a zip file. You can store the file on your desktop, or any other convenient location.
- 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.
- If CC NonProfit will just be used by one person on one computer, store the CC NonProfit file on that computer.
- CC NonProfit is designed to be 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.
Hosting using FileMaker Server
- If you only want access to CC NonProfit from within the physical location of your organization, you can host the files on either a local server or a server hosted externally. If you want to be able to access CC NonProfit 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.
- For FileMaker Server to access databases, such as CC NonProfit, 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.
Hosting using a "Peer-to-Peer" Network
This term means that the CC NonProfit file will be located on one individual computer, with no server involved.
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Limitations on hosting CC NonProfit peer-to-peer. The computer that is hosting CC NonProfit 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.
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Setup
- To serve the files peer-to-peer, save the CC NonProfit file to a convenient location on the computer that will be hosting it.
- 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 NonProfit has Network Access “on” for “all users”.
Passwords
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For the demo version, the Username is "User," with no password. It provides access to all of the functions of the program, for testing, but it will expire in 10 days.
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When you purchase the program it ships with the Username of "Admin," with no password. The program will open with this Username and password set automatically. This provides access to all aspects of the program, and allows you to modify the screens, scripts, reports, etc. The administrator of the program will need to create "privilege sets" for the various groups of people who will have access to the program. You will also need to create "accounts" with usernames and passwords for all people who will use the system. Before you deploy the system, go to the File menu, to File Options. Under the "Open/Close" tab, uncheck the box for "Log in using . . ." This will force users to enter a Username and password, rather than having full access to the system as Admin, as it is when the program ships.
- 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
Accessing the file
- Start FileMaker Pro.
- In the "FileMaker Quick Start" dialog box, click on the "Browse" button at the bottom of the middle column.
- If you are working from the computer on which CC NonProfit 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.
- 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.
- Double-click on the the file "CCNonProfit2.1.fp7" on the right side of the dialog.
- Enter your username and password in the Open "CCNonProfit2.1" dialog box.