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Deploy A step-by-step guide to successfully deploying your new app with the FileMaker Platform

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Page 1: Deploy - FileMakerinfo2.filemaker.com/.../images/Custom_Apps_Success_Guide_Deploy_… · -MS SQL Server 2016 ... - Instance size needed varies depending on the amount of processing

DeployA step-by-step guide to successfully deploying your new app with the FileMaker Platform

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Share your custom app with your team! Now that you’ve used the Plan Guide to define your custom app requirements, and used the Create Guide to build your custom app, you’re ready to consider hosting options. It’s time to evaluate your needs and determine what hosting platform is best for you and how to deploy on your preferred choice.

This guide walks you through the steps of deploying your custom app using the FileMaker Platform.

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In this guideBuild a custom app……….………….…………….………….

Use the FileMaker Platform.….……….…………..………….

Determine deployment strategy…………………..………..

Deployment on FileMaker Cloud ……….…………………

Deployment on FileMaker Server….………………………

Considerations for system administrators……….……..

Share your custom app using the FileMaker Platform This ebook is the last in a three-part series which covers steps for deploying a custom app using the FileMaker Platform.

Use this guide to help decide which products you’ll need to successfully deploy your custom app with your team.

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Three principles to help you build a custom appThe steps to building a custom appBuilding a custom app starts with three principles.

PlanCreateDeploy

These principles, illustrated in three separate guides, lead you through the process of creating a custom app that transforms the way you do business.

The FileMaker Custom App

Success Framework

Explore what you can do with custom apps. Start with Plan.

Develop your custom app with Create, a step-by-step guide to working with the FileMaker Platform.

Put your custom app into action. Learn how to make it available to your team with Deploy.

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Use the FileMaker Platform

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

Your FileMaker apps are hosted on either FileMaker Cloud or FileMaker Server. FileMaker Pro and FileMaker Pro Advanced allow you to connect from Mac or Windows desktops. FileMaker Go enables you to connect from iPad and iPhone devices. FileMaker WebDirect lets you use your hosted app via a web browser.

FileMaker Go FileMaker WebDirect

FileMaker Server

FileMaker ProFileMaker Pro Advanced

FileMaker Cloud

NOTE: FileMaker Cloud is currently available in the United States, Canada, Europe, Middle East, and Africa.

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Determine deployment strategy This ebook is the last in a three-part series which covers steps for deploying a custom app using the FileMaker Platform.

Use this guide to help decide which products you’ll need to successfully deploy your custom app with your team.

- Build a custom app - Use the FileMaker Platform - Determine deployment strategy- Deploy on FileMaker Cloud - Deploy on FileMaker Server - Considerations for system

administrators

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Deployment strategy

The term “deployment” refers to the various technologies and techniques developers use to make apps available to users.

It also refers to the standard practices and procedures by which a hosted FileMaker app is maintained and kept running.

Developing your deployment strategy is an integral part of designing an app and should be done early in the design process.

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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What is a hosted file?

Hosted files allow many people to see and share the same data. Hosted files allow you to securely share information among FileMaker Pro, FileMaker Go, and FileMaker WebDirect users.

With a hosted file, you can:- Monitor and administer custom apps - Automate backups for disaster recovery - Secure your data via SSL encryption - Provide robust scalability and network resilience - Deploy interactive apps to the desktop, iOS, and the web - Troubleshoot with statistics and logs - Integrate with ODBC/JDBC

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

FileMaker Go FileMaker WebDirect

FileMaker Server

FileMaker ProFileMaker Pro Advanced

FileMaker Cloud

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Deploying FileMaker Apps: FileMaker Cloud or FileMaker Server

Decide what’s right for you

Compare FileMaker Server with FileMaker Cloud

FileMaker Server

FileMaker Server is fast and reliable server software for securely sharing and maintaining custom apps. It is a separate software application that runs on a dedicated machine, offers 24-hour access, automatic backups, and robust security features. If you require use of PHP for web publishing, you should use FileMaker Server.

You may want to stay with FileMaker Server if you are currently using it and it’s working for you.

FileMaker Cloud

FileMaker Cloud offers the simplicity, performance, and reliability you expect with FileMaker Server without having to spend time and resources deploying and maintaining a server. FileMaker Cloud offers minimal administrative overhead, low up-front costs, speedy deployment, and instant scalability.

Easily share information with your team in the cloud. FileMaker Cloud provides secure, reliable access to your custom apps.

FileMaker Cloud FileMaker Server

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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FileMaker Cloud offers: - Minimal administrative overhead - Low-up front costs - Speedy deployment - Instant scalability - SSL/TLS level encryption - Auto-maintenance to keep your system fine-tuned - Automatic backups for disaster recovery - An Admin Console for easy viewing of your system and custom app performance - Proactive notifications of system performance, capacity usage, and update availability - AWS authentication support via OAuth

What are the benefits of FileMaker Cloud?

FileMaker Cloud FileMaker Cloud FAQ FileMaker Cloud Technical Specifications

FileMaker Cloud

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Is FileMaker Cloud for you? Can you identify with one or more of these situations?

FileMaker Cloud FileMaker Cloud FAQFileMaker CloudTechnical Specifications11

If you answered yes to any of these scenarios, then FileMaker Cloud is for you.

You have to control up-front expenditures on hardware

You don’t have enough administrative resources for ongoing server maintenance

You have immediate or seasonal needs to scale your deployment

You want to protect your data by storing it offsite in case of an emergency

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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With FileMaker Server you can: - Monitor and administer custom apps remotely

- Automate backups for disaster recovery

- Schedule your scripts

- Secure your data via SSL encryption

- Provide robust scalability and network resilience

- Deploy interactive apps to the web

- Troubleshoot with statistics and logs

- Integrate with ODBC/JDBC

- Use Custom Web Publishing with PHP

What are the benefits of FileMaker Server?

FileMaker Server

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Consider data sources for FileMaker Cloud

The following ESS data sources are supported by FileMaker Cloud and FileMaker Server:- MS SQL Server 2016

- MS SQL Server 2014

- MS SQL Server 2012 SP1

- MySQL 5.7.14 Community Edition (free)

- Oracle 12c R1

- Oracle 11g R2

FileMaker Server also supports:- IBM i 7.1 (AS/400) (via Actual Technologies Adapter)

- IBM DB2 10.5 (via Actual Technologies Adapter)

- PostgreSQL 9.4.4 (via Actual Technologies Adapter)

The following Linux ODBC drivers are supported by FileMaker Cloud:- Microsoft ODBC Driver 11 for SQL Server (version 11.0.2270.0,

64-bit)

- MySQL Connector/ODBC (version 5.2.5, x86, 64-bit)

- Oracle Database 12c Release 1 Client (version 12.1.0.1.0, 64-bit)

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

Consider external SQL data sources for FileMaker Cloud and FileMaker Server

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Determine authentication method

Choose an authentication methodFileMaker Pro allows you to define local accounts, or to use external accounts that employ external authentication through Open Directory and Active Directory. Consult with your IT team to determine the best method.

Obtain SSL certificateFileMaker products include SSL certificates for testing use only. For production environments, you need to purchase a compatible custom 3rd-party certificate.

FileMaker Cloud provides a 90-day trial Comodo SSL certificate. You can renew the Comodo certificate by clicking the renewal link in the FileMaker Cloud Admin Console, or import a different custom certificate. You must purchase the SSL certificate from the certificate authority.

FileMaker Network Security and SSL

Supported SSLCertificates

Encryptionat Rest

Support for Encrypted Passwords

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Extending the availability of your apps

Type of clients Tested Theoretical* Host is FIleMaker Server Host is FileMaker Cloud

FileMaker Pro 500 1000 Yes Yes

FileMaker Pro (for User Connections) 500 1000 Yes Yes

FileMaker Go 500 1000 Yes Yes

FileMaker WebDirect 500 1000 Yes Yes

Custom Web Publishing (CWP)** 500 1000 Yes No

FileMaker Data API 500 1000 Yes No

ODBC/JDBC 50 1000 Yes Yes

*Connections are limited only by hardware, app design, operating system, or license agreement. ** CWP is based on simultaneous request events, rather than persistent connections.

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Deployment on FileMaker Cloud

- Build a custom app - Use the FileMaker Platform - Determine deployment strategy - Deployment on FileMaker Cloud- Deployment on FileMaker Server - Considerations for system

administrators

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Purchase FileMaker Cloud software- Bring your own license (BYOL) from FileMaker purchased on an annual basis billed annually with connections available

in the following tiers: 5, 10, 15, 20, 25, 30, 35, 40, 45, 50, 75, and 100

- Buy license from AWS on an hourly or annual basis billed monthly or annually with connections available in the following tiers: 5, 10, 25, and 100

AND

Purchase AWS services- FileMaker Cloud requires the purchase of Amazon EC2

- All purchases come with 40GB of Elastic Block Storage with additional storage available for purchase.

- Data transfer from AWS to the Internet is billed based on usage.

- First 1,000 email notifications each month are included in your purchase. Emails in excess of 1,000 a month are billed based on usage.

- AWS services are billed separately by AWS on a monthly basis

To use FileMaker Cloud you need to:

How to Buy AWS Services FileMaker Cloud software

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Select one of the four purchase options for FileMaker Cloud

FileMaker Cloud purchasing options

How to Buy Purchase Process

Bring Your Own License (BYOL) Buy from AWSor

Buy a new license from FileMaker, Inc.

Bring your existing annual license via

BYOL to AWS

Convert your existing perpetual license and bring it

to AWS

Buy a new license from AWS

Marketplace

1 2 3 4

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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AWS service considerationsAmazon EC2

- Virtual computing environment for running your custom app.

- Instance size needed varies depending on the amount of processing power, memory, and networking capacity needed to run your custom apps.

Elastic Block Storage (EBS)- All purchases come with 40 GB. Additional storage is available for purchase and comes in increments of 20 GB.

- Used for the primary live version of your custom app, configurations files, plug-ins, and any other configuration information.

- Used for saving point-in-time backups, called “snapshots,” of your data.

Data transfer - The transfer of data from AWS to the Internet, called “data transfer out.”

- Data transfer is billed based on usage and can vary month by month.

Emails- Notifications sent from the FileMaker Cloud Admin Console.

- First 1,000 email notifications each month are included in your purchase.

- Emails in excess of 1,000 a month are billed based on usage.

AWS Services

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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FileMaker Cloud backups

AWS Services

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

Automatic backups – when auto-maintenance is enabled, a backup is created and preserved automatically every day.

Also, manually create and preserve backups at any time. Restore data from any preserved backup or from just a single file or a specific set of records within that backup.

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FileMaker Cloud in videos

FileMaker Cloud Getting Started GuideFileMaker Cloud FileMaker Cloud FAQ

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Deployment on FileMaker Server

- Build a custom app - Use the FileMaker Platform - Determine deployment strategy - Deployment on FileMaker Cloud - Deployment on FileMaker Server- Considerations for system

administrators

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Determine the best server deployment

When you install FileMaker Server, you’ll install three things: 1. Web Server engine 2. Web Publishing Engine 3. Database Server

You are given a choice whether to install all three components on one machine, or to install the web pieces on a separate machine. Consider installing both the Web Publishing Engine and Web Server on a separate machine for more robust performance if you anticipate a high web publishing load.

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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One-machine deploymentThe Web Server provides content via web publishing clients, hosts the web-based Admin Console application, and handles data transfer tasks.

The diagram below shows the major server components in a one-machine deployment.

Determine hardware options

Two-machine deploymentThis deployment separates all of the web publishing-related components from the Database Server.

The diagram below shows the major server components in a two-machine deployment.

Worker Master

Getting Started Chapters 2 and 3

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Deployment table

Use the following table to guide you in your deployment options.

How will you use it? What deployment fits your needs

FileMaker clients only Single machine with Database Server only. No benefit from a two-machine deployment.

App development and testing Single machine with or without Web Publishing Engine. No benefit from a two-machine deployment.

FileMaker clients and moderate web publishing

Single machine with Database Server and Web Publishing Engine. Provides reliable web publishing performance in most environments. You can expand to a two-machine deployment later, if web publishing load increases.

FileMaker clients and heavy web publishing load

Two machines. Deploy the Database Server on the master machine. Deploy the Web Publishing Engine and web server on a worker machine.

Getting Started

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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For optimal performance on your FileMaker Server

- Run FileMaker Server on a dedicated machine so it can be reserved for use as a database server.

- Manage or limit other network traffic when FileMaker Server is hosting many clients or a large number of files.

- Evaluate and install the capacity needed for your apps, and for other processes running in parallel with FileMaker Server.

- Ensure your system’s upload and download speeds are adequate for your needs.

See Appendix A for more information on the maximum number of connections tested.

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Determine backup strategy

It is essential to backup your data on a regular basis. How often you backup your data (everyday, several times a week, or some other frequency) depends on how quickly it changes, how much data you would lose, and how difficult it would be to recreate if it becomes corrupted or lost.

With FileMaker Server, you have these options available to you:

- Scheduled backups - Progressive backups - Third-party backups

Creating Backups

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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FileMaker Server backups

A backup is a copy of a database file that can be used if the original is lost, damaged, or otherwise irretrievable. FileMaker Server provides the option of saving complete backups of your files at a scheduled time. You can also maintain progressive backups, which are updated incrementally as your files change.

Scheduled BackupsSchedule full backups of your files as often as is feasible without adversely affecting how your app performs for your users. This should happen at least once every 24 hours.

Progressive BackupsSchedule progressive backups as a complement to your full backups. Progressive backups can help fill in the gaps between your full backups, since they are updating much more frequently.

Third-party BackupsDo not use third-party software for databases while they are live and in use. Doing so can be severely detrimental to the stability of database files and may cause corruption or other irreversible damage. However, you should use third-party software to archive your FileMaker file.

Creating Backups

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Plan for disaster recovery

A standby server is a recent copy of your FileMaker Server that is ready to be deployed in its place in the event of a hardware or software failure. This copy can be used as a replacement of the primary server in the event of a hardware or software failure.

A standby server does not host databases for clients, but stands ready to replace the primary server when needed. You can also use a standby server temporarily when performing upgrades on the primary server.

Getting Started Chapter 9

FileMaker Server Duplicate Server

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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FileMaker Server in videos

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Considerations for system administrators

- Build a custom app - Use the FileMaker Platform - Determine deployment strategy - Deployment on FileMaker Cloud - Deployment on FileMaker Server - Considerations for system

administrators

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What to discuss with your system administrator

Required hardware and software

Check that you have the right hardware and software for the FileMaker Platform to perform efficiently.

Check that you have the right disk subsystem, processor, memory, LAN, WAN.

Make sure your users are running on a supported OS.

Ensure you have performance monitoring tools for FileMaker Server.

Check that anti-virus software is disabled during server installation.

FileMaker Server Technical Specifications

Sharing Solutionsover a WAN

Network configuration

Check the number of users that will access the app at the same time. Check the number of User Connections.

Check port availability for optimum FileMaker Server performance.

Decide if you will set up a standby server for failover and disaster recovery.

Determine if you need help forwarding ports 5003, 80, 443 in the router.

Connecting FileMaker Goto a Hosted Solution

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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What to discuss with your system administrator

Connectivity

Check if users need to connect to an External SQL Data Source.

Evaluate if you will allow data sharing via ODBC and JDBC.

Introduction to ExternalSQL Sources

ODBC / JDBCIntegration Overview

Accessing External SQL Data Sources

Deployment

Determine how users will access your app, via their desktop, mobile device, and/or browser.

Decide if you will install FileMaker Server on one machine or two machines.

Define what kind of data plan you want to set up.

Decide if you will need third-party software.

Connecting FileMaker Goto a Hosted Solutions

Security

Decide if you will implement internal or external authentication (Active Directory or Open Directory).

Determine if you will need an SSL certificate.

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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Next steps

For a helpful list of resources on getting started with the FileMaker Platform, please visit:

FileMaker Learning Center

To get your team started with the FileMaker Platform, contact us:

www.filemaker.com/company/intl/

Build a custom app • Use the FileMaker Platform • Determine deployment strategy • Deployment on FileMaker Cloud • Deployment on FileMaker Server • Considerations for system administrators

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© 2017 FileMaker, Inc. All rights reserved. FileMaker, the file folder logo and FileMaker Go are registered trademarks of FileMaker, Inc. in the U.S. and other countries.FileMaker WebDirect and FileMaker Cloud are trademarks of FileMaker, Inc. All other trademarks are the property of their respective owners.