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SECURITY

Secure Your FileMaker Pro Databases

Set up your databases so the right people are seeing the correct information, and sensitive data is protected.

 Subscribers: Sign-in to activate download link -- The Personnel.fp7 file, to help you practice securing FileMaker Pro databases.
By Maria Langer, technical editor

UNLOCKED -- This article is provided to subscribers of DATABASED ADVISOR or FILEMAKER PRO BASICS ADVISOR. To subscribe or renew, go to Advisor Store.

One of FileMaker Pro's strengths is its ability to let multiple users access the same database file over a network. But with that ability comes risks: How do you know the people who are accessing a database are the people who are allowed to access it?

That's where FileMaker Pro's security features can help. By properly setting up accounts and privilege sets, you can specify who can open a database file and what fields and layouts that person can see and change. You can also limit activities -- for example, prevent certain users from editing, adding, or deleting records. You can even take advantage of record-level security to prevent certain users from accessing specific records in the database file.

Here's what you need to know to properly set up FileMaker Pro 8's security features for your database files.

Accounts & privileges basics

The Accounts & Privileges feature of FileMaker Pro 8 has three separate parts:

  • An account is a username and password combination that lets a user access a file with a defined privilege set. You can create an account for each database user or group of users, depending on your security needs. FileMaker Pro automatically creates two accounts for each database: Admin, which has full access to the database and is enabled by default, and Guest, which has read-only access to the database and is disabled by default. You can add more accounts as needed to set up your security system.
  • A privilege set is a collection of permissions that control what a user can access in a file. For example, a privilege set might allow access to specific layouts, records, or scripts while disallowing access to others. A privilege set also determines what a user can do with the data. For example, it might allow printing but not editing of records. FileMaker Pro automatically creates three privilege sets for each FileMaker Pro database: Full Access, which provides complete access to the database and is assigned to the Admin account; Data Entry Only, which allows viewing and editing access to the database but no design access; and Read-Only Access, which allows viewing access to the database but no editing or design access. You can use these privilege sets as defined, modify them, or create others.
  • Extended privileges are additional permissions for sharing information via network, Web, or other means. You can apply these permissions as part of a privilege set.

This explanation may sound confusing, but it isn't if you think about how security works. Set up privilege sets that determine exactly what users can see and do with the database. Then set up accounts for the people or groups of people who need to see and work with the database and assign an appropriate privilege set to each account to grant defined permissions to users.

The following step-by-step example should help clear things up. It works with the Template file called Personnel Records.fp7 (which I've renamed Personnel.fp7. It comes with FileMaker Pro, but if you don't have it, you can download it.

Before you begin

Before you set up security, get a good idea of what's required. Write down the names of the people who need to access the database, along with some notes about what information they need to see and what they need to do with the database. You can even jot down some notes about specific records each person shouldn't be able to access.

Personnel.fp7 contains personnel information, some of which can be extremely sensitive. The whole company can access this database because it contains the names, titles, departments, and phone numbers of everyone in the company. That's handy to have, especially if you publish it on an intranet. But access to information such as Pay Grade and Salary should be kept from most people.

The Personnel department's two administrative assistants, Pat and Paul, need access to most database information, because they're primarily responsible for updating the records. But even they can't access the records for employees with numbers lower than 1000 (upper management); that's for their boss Peggy to do. Personnel's three members are the only people authorized to make changes in the Personnel.fp7 file.

Each department head (Mark in MIS, Harry in Human Resources, and Steve in Sales) has to see all the information in the records for everyone in his department -- but only those records. And, of course, you must keep complete control over the database so you can administer it for the rest of the company.

Information like this example should help you get an idea of how to set up security. With notes in hand, you're ready to get to work.

Secure Your FileMaker Pro Databases

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    Maria Langer is a freelance writer and commercial helicopter pilot who is always looking for new software solutions to manage her data. Maria is the author of 70 computer how-to books, including the best-selling Mac OS X 10.5 Leopard: Visual QuickStart Guide for Peachpit Press. You can find articles and other helpful information about using computers on her support Web site. http://www.MariasGuides.com

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    FileMaker Pro Basics Advisor

    Web Edition: 2006 Week 34, Doc #18245

    Print Edition: Issue #4, Page 6

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