- Have FileMaker Pro 17 or greater, installed on each computer that will be using ccPivot. For iOS you will need FIleMaker Go version 17 or higher installed on a compatible iOS device.
- If you plan to have ccPivot hosted on a server located within your organization, you will need to have FileMaker Server 17 or greater installed on that server.
- Download ccPivot 4 from Cleveland Consulting.
- For the compressed file, 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. Choose a convenient location.
- Where to locate the ccPivot 4 file.
- If ccPivot 4 will just be used by one person on one computer, store the ccPivot file on that computer.
- ccPivot 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.
- Hosting using FileMaker Server.
- If you only want access to ccPivot 4 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 ccPivot 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.
- More information on hosting databases on FIleMaker server can be found here: http://thefmkb.com/11957
- Making ccPivot available to its users.
- Security. ccPivot 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 ccPivot. You will also need to create "accounts" with usernames and passwords for all people who will use the system. More information on FileMaker security is available here: http://thefmkb.com/5845