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Posts Tagged ‘FileMaker Cloud’

Our First FileMaker Cloud Compatible Plug-in – FM Books Connector Online Edition

August 8th, 2017

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With the advent of FileMaker Cloud (FMC), we took a close look at our list of plug-ins and selected the one we felt was the best candidate for Linux compatibility. As any business owner knows – most business decisions come down to time and resources. We knew making a plug-in Linux compatible was not necessarily going to be a small investment on the part of our plug-in developer’s time and talent.

We needed to choose the plug-in that we felt would be most attractive to FMC users and we decided that our FM Books Connector Online Edition plug-in was the best choice. We felt the customer profile for this plug-in was a good fit. Given the fact that QuickBooks Online users are already hosting their QuickBooks files in the cloud, they may be more likely to host their FileMaker solution in the cloud, as well.

With the FMC compatible version of the FM Books Connector Online Edition plug-in clients can now host their FileMaker solutions in the cloud, giving their staff access to pertinent customer information and the ability to push and pull customers, invoices, and other transaction information from anywhere and on any device.

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What is the difference between a single user (client-side) and server-side plug-in?

A client-side plug-in needs to be installed on a user’s computer for them to run any push and pull scripts between FileMaker and QuickBooks. If you plan on having multiple users, integrating with a client-side plug-in requires that you purchase multiple users and install the plug-in on multiple computers. Additionally, users will only be able to push or pull data between FileMaker and QuickBooks when running the solution in FileMaker Pro. With a client-side plug-in, there is no ability to update records or communicate with QuickBooks when using FileMaker Go or WebDirect.

Installing a server-side plug-in on your server allows unlimited users (per server) to push and pull data between FileMaker and QuickBooks. By utilizing the server-side plug-in to handle the processing, users on FileMaker Pro, iPad and iPhone (via FileMaker Go), and WebDirect have the ability to push and pull data between FileMaker and QuickBooks Online without having to install a client-side plug-in.

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Why FileMaker Cloud?

It is important that your solution is as mobile as your workforce. FileMaker Cloud runs on the Amazon Web Services (AWS) platform and is considered to be an affordable and easily scalable hosting option for FileMaker users.

If you are interested in hosting your solution, but are unfamiliar with AWS, we offer setup and consultation services that cover the initial setup of your FileMaker Cloud account on AWS. This service can also include training if you intend to manage the server yourself. For those not interested in managing their FileMaker Cloud account, we offer monthly managed services that include all labor associated with maintaining your server – so you can be as hands on or hands off as you want.

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Why Integrate FileMaker with QuickBooks?

Does your sales team spend time filling out orders that your accountant then has to spend additional time re-typing into QuickBooks to create an invoice? With a FileMaker and QuickBooks integration, your sales team can create an order in FileMaker and push it to QuickBooks, where it is automatically turned into an invoice.

In your office, is your bookkeeper the only person with access to customer data in QuickBooks? If this is the case, something as simple as following up on a recent payment or invoice balance can require a call or email from a sales team member to the accounting department and then a subsequent QuickBooks search and a return call or email from accounting with the answer. This workflow not only interrupts and distracts your team, it causes delays when a sales team member is trying to follow up with a client.

A potential workaround would be for the accountant to send out weekly or monthly spreadsheets with all clients and corresponding outstanding balances. However, these spreadsheets take time to create and become out of date and inaccurate the moment a new payment is received.

Another workaround to this situation is buying multiple QuickBooks licenses and giving your sales team access to QuickBooks, but that can result in too many people accessing your sensitive QuickBooks file.

Integrating FileMaker and QuickBooks can solve these issues and help avoid workarounds, giving your sales team access to customer balances and payment information directly in FileMaker – ensuring the information is always readily available and up-to-date.

Introducing BYO Cloud Setup, Consultation, and Account Management Services

October 13th, 2016

 

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FileMaker’s newest offering, FileMaker Cloud, is available through the Amazon Web Services Marketplace and provides reliable access to custom apps in the cloud. Users can get the simplicity, performance, and reliability they’ve come to expect from the FileMaker Platform without having to spend time and resources deploying and maintaining a traditional on-site server. With FileMaker Cloud you’ll get low up-front costs, speedy deployment, minimal administrative overhead, instant scalability, and more.

In order to help our customer’s get started with FileMaker Cloud, we have two new services available.

1. BYO Cloud Setup and Consultation – To someone unfamiliar with AWS, setting up a server may seem daunting and could take more time than you have available. Our FileMaker certified developers and Amazon Web Services experts will set up and configure your entire FileMaker Cloud and AWS account for you.

Licensing: We can help you purchase your licensing through the Amazon Marketplace or you can bring your own license. FileMaker Cloud requires FileMaker Licensing for Teams: hourly or annual. It is possible to convert existing FLT licenses to FileMaker Cloud. FileMaker allows a 30 day transitionary period for these conversions.

Instance Type Selection: Depending on your needs, usage, and computing power we will help you choose what type of instance (t2.small, t2.medium, m4.xlarge, etc.) you will want to purchase.

Storage Space Requirements: Based upon the size of your FileMaker solution and desired backup disk space, we can help you ensure that you’re only paying for the space you need.

SSL Certificate Installation: FileMaker Cloud accounts come with a free 90 day trail of a Comodo SSL certificate. If you intend to bring your own SSL certificate, we can install that for you.

FileMaker Cloud Dashboard Review: If you would like to monitor your AWS account going forward, we can walk you through the details and explain each metric on the dashboard.

Backup Process Explanation: It is important to understand how you can access your backups. We’ll show you how to preserve a specific backup and how to restore your solution back to a specific point.

ESS / ODBC / JDBC Access: Stands for External SQL Data Sources, Open Database Connectivity, Java Database Connectivity and deals with data transfer and database accessibility.

Plug-in Installation: FileMaker Cloud supports Linux based plug-ins. It is a good idea to check with your plug-in provider for availability of Linux plug-ins.

FileMaker Database Upload: Once your server is up and running, we’ll make sure your solution is correctly migrated and ready to be accessed.

Hosted File Connection Instructions: In order to take full advantage of the remote access features available with hosting, we’ll provide connection instructions on how to access your database from FileMaker Pro, FileMaker Go, and FileMaker WebDirect.

Consultation for FileMaker Cloud and AWS: Our Setup and Consultation package includes consultation services to train you how to manage your FileMaker Cloud account yourself. We can instruct you in FileMaker Cloud management, AWS navigation, and FileMaker Cloud billing.

2. The BYO Cloud Managed Service plan includes all labor associated with maintaining your server.  Our AWS experts and FileMaker certified developers will monitor and maintain your FileMaker Cloud so you don’t have to.

Maintenance of your Server – We will handle all coordination and “rollout” of OS and FileMaker Cloud updates.

FileMaker Cloud License Management – If you need to “scale up” and add connections, we can provide assistance adding connections and updating your licenses.

Instance Adjustments – As your organization and hosting requirements grow, we can upgrade you to a larger instance, giving you more file space and faster computing power.

Storage Space Expansions – Is your solution growing? Upgrade your disk space to accommodate for larger file sizes and backup space requirements. Our staff can assess your hosting needs to ensure you’re not paying for something you don’t need.

SSL Certificate Installation – FileMaker Cloud comes with a free 90 day trial of a Comodo SSL. If you intend to use your own certificate, we can handle all installations of new, updated, or renewed SSL certificates.

FileMaker Cloud Dashboard Monitoring – We proactively monitor and review all dashboard metrics to ensure you’re operating at optimal capacity.

Backup Preservation and Restoration – We’ll manage on-demand backup preservation and restoration of your FM Cloud.

ESS / ODBC / JDBC Access – If you have changes in how you access and transfer your data, we’ll update your configuration.

Plug-in Installation – Expanding your solution’s capabilities with a server side plug-in? Let us know and we’ll handle the installation for you.

FileMaker Database Upload – Have updates to your database that you want to make live? Need to add another file to your solution? We can assist with database management – we’ll upload the file and make sure you can easily connect.

Hosted File Connection Assistance – If you lose your link, delete your shortcut, or need help connecting a new employee to your database, we can provide connection assistance to your database for FileMaker Pro, FileMaker Go, and FileMaker WebDirect.

General Support for FileMaker Cloud and AWS – We’re always here to offer support and assistance and answer questions on basic usability and best practices.

BYO Cloud is one of multiple hosting options we offer. Check out www.filemakerhosting.com for more information on our FileMaker Cloud services, as well as Shared and Dedicated hosting plans. Want to figure out what type of hosting is best for you- shared, dedicated, cloud, AWS, FileMaker Server? Call us at 760-510-1200. Email us at sales@productivecomputing.com.