Claris FileMaker Cloud 2.19.0 Getting Started Guide
Introducing FileMaker Cloud
What is FileMaker Cloud?
Claris™ FileMaker Cloud® is a service that provides access in the cloud to custom apps (databases) that use Claris FileMaker Pro™, Claris FileMaker Go®, and Claris FileMaker WebDirect™. FileMaker Cloud uses the Claris ID integrated sign-on system to authenticate users and is offered directly from Claris International Inc.
FileMaker Cloud subscription
FileMaker Cloud offers an annual subscription for one or more years. Before you purchase a FileMaker Cloud subscription, determine the number of users you will need for your subscription.
Your FileMaker Cloud subscription includes:
- FileMaker Cloud
- FileMaker Pro
- FileMaker Go
- FileMaker WebDirect
- Claris FileMaker Data API and OData (Open Data Protocol) annual limit
To upgrade your FileMaker Cloud subscription, see Claris Customer Console Help.
FileMaker Cloud system requirements
FileMaker Cloud hardware and software requirements are listed here: FileMaker Cloud Technical Specifications.
Purchasing and setting up FileMaker Cloud
Purchase a FileMaker Cloud subscription
You are purchasing a subscription for a FileMaker Cloud team. A team is a set of users who are authorized by the subscription you are purchasing. During the purchase process, you can assign yourself as a team manager, or you can specify someone else to be the team manager. As a team manager, you can also add other users as team managers after signing in to Claris Customer Console. See Claris Customer Console Help.
- In the Claris Store, make sure the FileMaker Cloud page is selected, then review the subscription plan details.
- Follow the onscreen instructions to choose the pricing option, number of users, and length of your subscription.
- Click Add to cart, then click Check out to view your shopping cart.
- Review the subscription information, then click Check out.
Sign in to your Claris ID account.
If you don't have an account, click Create your Claris ID. Follow the onscreen instructions to create a Claris ID account.
- If you plan to be the team manager, make sure your name is selected. To assign someone else as the team manager, click Enter a different contact.
If you choose someone else as the team manager on this page, you will no longer be the team manager.
- Provide information about the team manager and the team, then click Continue.
The team name can be the same as or different from your business, organization, or company name. (You can change the team name in Claris Customer Console, if needed. See Claris Customer Console Help.)
- Select your name for the billing contact, or click Enter a different contact to specify the billing contact.
The billing contact can be the same as or different from the team manager.
- Enter the payment information, then click Continue.
- Review the order information, then click Place order.
After your order is processed, you will receive a confirmation email.
Set up FileMaker Cloud
After you purchase FileMaker Cloud, the team manager receives a welcome email with a link to Claris Customer Console. Use Claris Customer Console to manage teams, users, and groups; view information about the host and your subscription; and download the license certificate and Claris software.
- Use the link in the welcome email to go to Claris Customer Console, then click Get Started.
- Review and accept the Terms of Service.
Enter your preferred host name.
Your preferred host name will also be your server domain name. Choose a unique name that doesn't include any third-party trademarks.
Important:You cannot change your preferred host name after it is approved.
- Click Continue.
Review the information about the logs collected by Claris International Inc., then click Submit.
It may take up to one hour for your preferred host name to be approved. You can use the provided temporary host name until your preferred host name is approved.
After your preferred host name is approved, you receive an email with a link to FileMaker Cloud Admin Console.
You can also go to FileMaker Cloud Admin Console from the Hosts page in Claris Customer Console.
Sign in to Admin Console using your Claris ID user name (email) and password.
Use Admin Console to work with databases (custom apps), backups, and clients; view and upgrade the FileMaker Cloud version; configure FileMaker Cloud settings, and download log files.
- When you are signed in to Admin Console using the temporary host name, don't make any instance changes until your preferred host name is approved.
- Your FileMaker Cloud subscription includes an SSL certificate. FileMaker Cloud does not support custom certificates.
Download the license certificate and FileMaker software
You must have a valid license certificate file to install the client software. Keep the license certificate in a safe place in case you need to reinstall the software.
To download the license certificate and the client software:
- In Claris Customer Console, click Subscription > Downloads.
- For Download License Certificate, click Download.
- To download the software, click the link for your FileMaker client.
Use the downloaded license certificate when you install FileMaker Pro.
To upload your databases to FileMaker Cloud, see FileMaker Cloud Help.
Move databases to FileMaker Cloud
If you are using Claris FileMaker Server™ or Claris FileMaker Cloud for AWS and want to use FileMaker Cloud, you must download your databases from FileMaker Server or FileMaker Cloud for AWS, and then upload them to FileMaker Cloud.
- You must have a Claris ID account and be a team manager to upload a database file. See Claris Customer Console Help.
- FileMaker Cloud only supports secure storage of externally stored container data. If you have container fields configured with open storage, you must transfer the container data to secure storage using FileMaker Pro.
- In Claris Customer Console, invite users who will use the databases. You can also create a group and add users to the group. See Claris Customer Console Help.
- In Admin Console for FileMaker Server or FileMaker Cloud for AWS, close the databases you want to download. (You can use Admin Console to send warning messages to connected clients beforehand.)
- In Admin Console, download the databases to a local destination.
- In FileMaker Pro, create account access entries that authenticate users via the Claris ID identity provider or the external identity provider (IdP) for each database to upload. See FileMaker Pro Help.
- In FileMaker Pro, upload the databases. See FileMaker Cloud Help.
- When you download a database that uses external storage for container data from FileMaker Server or FileMaker Cloud for AWS, the directory structure of database and container data is preserved. When you then upload the database to FileMaker Cloud, all files (including container data) are uploaded to the default storage destination.
- In FileMaker Server, if you use an additional database folder for databases that include externally stored container data, you can specify a separate folder for this container data. FileMaker Cloud doesn’t allow you to specify destination database folders; all files are uploaded to the default storage destination.
- To use FileMaker Admin API to upload databases, See FileMaker Admin API Guide.
FileMaker Cloud security
Ports used by FileMaker Cloud
FileMaker Cloud uses the following ports.
|80||FileMaker Cloud web server, Admin Console users, client users||HTTP|
|443||FileMaker Cloud web server, client users||HTTPS|
|5003||FileMaker Pro, FileMaker Go client users||Hosting databases|
|16000||Admin Console users||HTTPS|
FileMaker Cloud security features
This section describes FileMaker Cloud security features and the steps you can take to manage these features in your FileMaker Cloud instance.
Software patches: You receive notifications when available patches require restarting your FileMaker Cloud instance.
Database encryption: FileMaker Cloud requires all database files to be encrypted. If a database is not encrypted, FileMaker Cloud encrypts the database and creates an encryption password when you upload the file. In Admin Console, retrieve the encryption password and save it in a secure place.
Session timeouts: Review and update session timeouts for FileMaker clients, if needed. When client users' idle periods reach the timeout setting, they are disconnected. Setting session timeouts reduces the risk of database files being accessed by an unattended computer or mobile device. See FileMaker Cloud Help.
Log file entries: Frequently, download and review the Event.log file for the keyword SECURITY to see security-related entries.