Bento, a Clue for Future FileMaker?

Monday, January 28, 2008

I recently had the opportunity to write a review for MacWorld UK on Bento, the new Personal Database Management System from FileMaker, Inc. At first I wondered what all the hype was about. Once I dove into the software I quickly discovered why this is such a big deal.


I won't go into any items from the review, and there are plenty of reviews on the web for you to take a look at. However, this did bring up some speculative thinking! Such as, with such a development investment by FileMaker (and Apple), into the Bento technology, does this mean that the investment will be reused for future versions of FileMaker? Personally, I hope so! The GUI presented in Bento provides a very intuitive interface. If this type of GUI was provided in FileMaker, there would be a greater appeal to using FileMaker for designing and developing applications.

I continue to strive to be an advocate for showing that FileMaker is NOT just a database management system. But rather, it is an Application Development Tool! With just a little more flexibility added to the product (script based layout object positioning/enabling, turning off of the status bar/panel, etc.), FileMaker could easily become the tool of choice for developers wanting to create "applications". Especially for cross-platform applications.

Which leads to another question for the FileMaker folks? Any plans for making Bento for Windows? Yea, I know. You're getting tired of hearing this question. Humm, maybe all the hub-bub about a cross-platform version of Bento is worth looking into, eh?

Also, what about some cross compatibility between FileMaker and Bento? Use of scaled down layouts from FileMaker in Bento? Or how about a upgrade path for taking applications designed in Bento and migrating them to FileMaker?

So many questions! Needless to say, the next FileMaker Developers Conference should have some very interesting announcements! No, I'm not currently privy to any pre-beta announcements. Nor would I sacrifice my relationship with FMI by discussing NDA topics. However, all one has to do is look at Bento, look at the amount of innovation that the parent company (Apple, Inc.) is rolling with, and also see the significant amount of progress that has been made in FileMaker since version 7 - and then speculate what could be coming in the near future.

Timothy Trimble
The ART of Software Development

Read more...

A FileMaker Addict!

Wednesday, November 14, 2007

I've been humbly immortalized! Tim Dietrich - that FileMaker paparazzi of the web, has interviewed me for his "FileMaker Addict" Blog. Here's the Link.

http://filemakeraddict.blogspot.com/

Enjoy.


Timothy Trimble
The ART of Software Development

Read more...

PMBOK!

Wednesday, October 17, 2007

Is that a word, or am I stuck on the use of acronyms for texting my friends? No, actually, it's a phrase used extensively in the Project Management industry. It stands for "Project Management Body Of Knowledge". It's a standard (ANSI, IEEE) established by the Project Management Institute (PMI) and is internationally recognized set of processes for managing a project. Very similar to the SDLC process that I wrote about here.

The PMBOK is utilized by many major organizations, such as Boeing Aircraft, Fujitsu, and thousands of others. Just like the Software Development Life Cycle, the PMBOK defines a set of steps that need to be followed for insuring that a project is clearly defined, managed, and completed.

Why Use PMBOK?
Now just why would someone, or a team, want to utilize the steps defined in PMBOK? Here are some good reasons:

  • It is an established and widely accepted standard. Meaning that you would be following the best and proven course of action toward having a successful project.
  • It provides a path and course to follow from beginning to end. This helps to prevent not identifying expectations, requirements, or issues that could affect a timely delivery of a project.
  • It not only identifies the steps, but also the level of knowledge needed for the project, and the types of tools that should be in place for managing the project.
  • It provides a method for wrapping your arms around a project and clearly identifying the scope, the requirements, the timeframes, resources, and the associated costs.
Why Not Use PMBOK?
Overkill is the biggest reason. If your project is only a week worth of work, why spend an additional week laying it out under the PMBOK standards? If all you need to do is hang a picture on the wall, you don't drag in the 200 pound tool rack on wheels! But knowing where to draw the line is where experience and skill comes into play.

What if your project requires several developers and will last 3 months? Would it be wise to follow PMBOK for the project? Absolutely! However, you would want to adapt the process to the scope of the project. An additional week of project management for such a project could end up saving you and your customer weeks or even a month or more of resources and expense.

The PMBOK Process
So just what are the steps involved with using PMBOK? Here's a brief overview:
  • Initiating:
    • Approval for the project.
    • Get commitment from the customer and your team.
    • Define the overall direction and gather requirements.
    • Secure the necessary resources for the duration of the project.
    • Validate that the project conforms to the customer's business.
  • Planning
    • Define the project scope - specifications.
    • Define the objectives and deliverables - specifications.
    • Create the project schedule and allocate the resources.
    • Establish a method for sharing information throughout the project.
    • Define all the required steps and activities for accomplishing the project.
    • Sequence the defined steps and activities - Project plan.
    • Estimate the total effort required.
    • Define the potential risks and possible risk avoidance processes.
    • Define the estimated costs involved.
    • Obtain funding for the project.
  • Execution
    • Coordinate the resources and activities.
    • Coordinate the Quality Assurance.
    • Communicate status to all involved parties as needed.
    • Stick with the plan!
  • Monitor & Control
    • Manage the team and the customer.
    • Measure the progress, maintain motivation.
    • Respond to issues, take corrective measures, escalate, and resolve.
    • Communicate, communicate, communicate!
    • Manage the risks.
  • Completion
    • Complete the defined activities.
    • Gather results, compare against initial plan.
    • Appraise performance of resources. Note for future projects.
    • Close and deliver the project.
This is not completely a top down sequence of processes. The Execution and Monitor & Control processes continue to work with each other through the duration of the project. If a Change Request comes in, or there is a change in the business requirements (new management?), then you might even need to go all the way back to the Planning phase and readjust the plan, resources, and costs.

How Does This Apply to FileMaker Projects?
FileMaker used to be identified as a easy to use, rapid development, database program. Well, okay, it still is! However, ever since version 7, FileMaker has become more of a serious software application development tool. As such, it is often utilized for developing very sophisticated and complex business applications. These projects can take many months and multiple resources to complete. I've personally have worked a FileMaker project that required 3-4 developers, a project manager, QA Tester, and an artist. Needless to say, similar steps to the PMBOK were applied in that project, which contributed to a successful implementation.

Where Can You Get More Information?
By doing a Google search on "PMBOK" or "PMI", you'll get a wealth of links. Most of these will point to the Project Management Institute (www.pmi.org). You can also find books on Amazon.com for PMBOK.

To be a successful FileMaker developer, you need to at least have a good understanding of how to manage and implement a complex FileMaker project. (Or any software development project, for that matter!) Using a SDLC or PMBOK guideline will go a long way toward helping you to have a successful project.

Feel free to leave me your comments on this topic, and thanks for reading.

Timothy Trimble
The ART of Software Development

Read more...

IGotIssues Released

Thursday, October 04, 2007

This is scary! Releasing a new product always makes me a nervous wreck! Lots of time and effort when into making IGotIssues, our new (Data Design Labs) product for FileMaker. There are always a lot of unknowns. Will the FileMaker developer community like it? Will it sell? Will there be a huge support load? Is the business model chosen for pricing and registration sufficient?

I guess time will tell. Personally, I've always relied on being able to use some type of Issue Tracking system for bugs, requests, To Do's, etc. In the past, I used Mantis - a web based system. It worked well, but it took a lot of time to set up and configure. The interface was confusing, and every time I added a customer to the user list, I would have to do some hand holding to show them how to use it. I also used TestTrak for awhile. It had a nice client side application that sent Issues back to the hosting application. It worked well. But, again, it took awhile to set up, configure, and the interface was a little perplexing.

It seems that with most of the Issue Tracking systems that I've looked at in the past, they suffer from the typical "I gotta do it all" syndrome. The problem with that approach, is that trying to be the "do it all" tool tends to add a lot of complexity. When doing development, I don't want to have to go through a huge learning process just to be able to track what bug I need to fix. With many of these systems, it takes me longer to enter the Issue, than it would to just jot it down on a piece of paper. I thought computer programming tools were supposed to make our jobs easier!?!?

As I seriously dove into FileMaker development, beginning with version 7, I knew right away that I needed something for keeping track of what work needed to be done. FileMaker is the perfect tool for throwing together a quick database, a form, and start doing some data entry. Thus was the initial birth of IGotIssues. It lived for a long time as just a basic, flat, database table with a list and a detail layout. As I found time, I would add some more functionality. But, as is the case with any project not thought through from the very beginning, I quickly became frustrated with the initial design.

I began thinking about what I personally needed in an Issue Tracking system:

  • Has to be easy to use.
  • Has to track the information that I need.
  • Has to be customizable just enough that I can include it with all my FileMaker applications.
  • Has to be structured for growth and improvement.
Based on those initial requirement, I came up with the new design for IGotIssues. Only this time, I took the approach of making it not just for me and my personal use, but for other FileMaker developers as well.

I'm sure that most FileMaker developers can relate to the fact that once you dive into something that you think is going to take 80 hours, that you actually end up spending twice that much. Especially if you include time for testing, graphics, and documentation. Then there's the constant temptation to "tweak" - Stop it already! It's done!

Anyway, I've exposed the first version of our baby out to the world today. I hope you all like it. There will be more to come.

Timothy Trimble
The ART of Software Development

Read more...

FileMaker & QuickBooks

Thursday, September 13, 2007

I recently had the opportunity to work with FM Books Connector - a plug-in that provides connectivity to QuickBooks from FileMaker Pro. This is the first time that I've worked with FMBooks Connector, from Productive Computing Inc., and I have to say that I'm totally pleased with this product.

In the past, I've worked with the FileBooks Link product for providing QuickBooks integration. FileBooks Link is a great product as well, and it does exactly what it's intended to do. The biggest difference between these two products is that FileBooks Link requires that you have an extensive knowledge of XML, since all of the functions for sending and receiving from QuickBooks requires XML syntax. Which actually makes a lot of sense, due to the fact that the QuickBooks SDK uses an API that requires the use of XML. This can be utilized via C, C++, C#, VB, VB.Net, or any environment that supports the use of COM objects.

If you have a lot of experience working with the QuickBooks SDK and XML, then using FileBooks Link is a good fit. However, if you don't have that level of experience, it can be pretty frustrating. Especially, when trying to deal with the strange database structure of QuickBooks. That's where FM Books Connector shines. It doesn't require the use of XML for interfacing with QuickBooks. Actually, that's a bit of a lie, but I'll explain why.

FM Books Connector still has to talk to QuickBooks via the use of the QuickBooks API, which requires XML for the interface. However, FM Books Connector does all the building and translation to/from XML under the covers. All you have to do is define the fields that you want to use from FileMaker, and the name of the fields that you want to utilize in QuickBooks. Sounds easy right? Well, if all you want to do is pull down a simple invoice or some customer information, it is pretty easy. But, if you have some custom template fields in QuickBooks, then you're going to need to do some significant diving into the QuickBooks database structure.

FM Books Connector helps out with this by providing a great FileMaker Pro demo application. The demo provides the ability to test the connection with the QuickBooks file and perform some of the basic retrieval and update of QuickBooks data.

As this screen shows (click to see full size), the demo can retrieve the Customers and their Invoices from the QuickBooks file. The demo is fully unlocked, which provides a great source of Script code and examples.


FM Books Connector also includes a FileMaker application for displaying the QuickBooks tables and fields results for various methods. This is invaluable to determining the correct field name syntax to use in your Scripts. This is a full duplicate of the web based Field Reference provided with the QuickBooks SDK.

FileBooks Link also provides a set of FileMaker based tools and examples for showing how to interface with QuickBooks. Though these are very detailed and provide a lot of help, I found that the FileMaker files that come with FM Books Connector to be more intuitive. It took me a while to figure out how to use the FileBooks Link examples for generating XML script code and seeing how to interface with QuickBooks. With FM Books Connector, it was easier for me to dive in and get started. A convenient set of functions in FM Books Connector provides the ability to do a dump of the XML code for the submit or result. This is handy for troubleshooting and for those instances when you really want to get XML geeky.

Regarding Technical Support, the folks at Productive Computing were very helpful. I ran into some issues regarding my use of the evaluation copy of the plug-in. I also had a couple of technical questions regarding the use of custom template fields in QuickBooks. They were very quick to respond via email and answered my questions. My only gripe here is that I was not able to find the answers for myself. I tend to go searching for technical discussion groups and forums where the users tend to answer a lot of the questions. This was very helpful when I was doing integration with the FileBooks Link product, since they have a discussion forum associated with their web site. Although Productive Computing was very responsive to my questions, I did have to wait for an email response before I could proceed.

Another plus for the FM Books Connector product is the pricing. At half the price of the FileBooks Link product, it's an easy choice for cost conscience developers. FileBooks Link sells for $199 for a single license and FM Books Connector goes for $99.95 for a single license.

Overall, if you need very detailed XML control over QuickBooks, and you have a good grasp of XML and the QuickBooks database structure, then FileBooks Link is the plug-in to use for the low level XML geeks among us. However, if you want a more simplistic approach then FM Books Connector provides the most efficient process for integrating QuickBooks with FileMaker. And the price is right too!

Personally, I'll be sticking with FM Books Connector for my FileMaker and QuickBooks integration projects.

Timothy Trimble
The ART of Software Development

Read more...

SQL and FileMaker

Thursday, July 26, 2007

MySQL Connector ODBC Conflict

Now that FileMaker 9 supports connectivity directly with MySQL, I felt it's a good time to mention a minor conflict that occurs with the MySQL device driver. If you have installed the MySQL Connector ODBC drivers but they're not showing up under the System DSN, then chances are you have FileMaker 7 installed.

The fix is to uninstall the MySQL device drivers, uninstall FileMaker 7, and then reinstall the MySQL driver, then reinstall FileMaker 7. Then you'll be able to see the driver under the System DSN. This is very important since FileMaker 9 requires that the device driver is configured as a System DSN and not as a User DSN. If you set it up under User DSN, then FM9 won't see it.

IMPORTANT! Do NOT use the MySQL Connector ODBC driver version 3.51.17. It has serious problems with FileMaker. Use the previous version: 3.51.16, which you can find here: http://tinyurl.com/2emy8n


TOAD!

If you're planning on using a SQL backend with FileMaker, and you need to manage your SQL databases, tables, and SQL scripts, then I highly recommed you use TOAD. TOAD is an awesome tool for doing database management and development tool for SQL. I started using TOAD over 10 years ago for doing Oracle SQL. At the time, it was the ONLY tool for Oracle that provided the ability to view databases, tables, SQL scripts, and triggers - and be able to write SQL queries. I would use it for prototyping my SQL scripts before putting them into VB.

Since a lot of my current FileMaker with SQL integration is being done with MySQL, I use TOAD for managing the back end database. TOAD is available as a free (yes, FREE) download from http://www.toadsoft.com There's also a professional version that you can purchase. Basically the free version does just about everything I need to do. The only restriction with the free version is that it expires after two months and you have to download a new version. TOAD works with MySQL, Oracle, SQL Server, and DB2. If you haven't seen it, I highly recommend that you take a look.

ERD's and Data Modeling

While I'm on the topic of TOAD, they also have a new tool for doing Data Modeling. While it's great to use the Relationship Graph for showing FileMaker tables. A true ERD (Entity Relationship Diagram) is the best tool for mapping out a database design. Especially if you plan on using SQL for the database. I used to use Power Designer for all my ERD needs. In fact I still have it installed. However, it's a $1,000 + software package and my current version is so old that I would have to basically buy a completely new license to bring it up to date. But, with the Toadsoft Toad Data Modeler, I'm using a free product that fits my needs for creating ERD's, and generating SQL scripts based on the ERD model. I can then take the generated scripts, load them into TOAD, and execute them for creating the SQL tables. It's a great time saver. You can find it here: http://www.toadsoft.com/toaddm/toad_data_modeler.htm

SQL Within FileMaker

If you're really nuts about writing SQL scripts, then I came across a great plug-in. I know many of the hard core FileMaker folks may shudder at the thought. But, for folks like me, who come from the Big Blue/Microsoft/Oracle worlds and now hang our hat with FileMaker, it's a great tool for keeping your SQL skills sharp while still working within FileMaker. The plug-in is called DoSQL from the myFMbutler folks. It's very reasonably priced for what it provides - which is the ability to use SQL within the Calculation Editor for managing FileMaker data. This can be as simple as doing an Evaluate within a Variable. For example, you could use a Set Variable statement to:
Evaluate(mFMb_DoSQL ( "UPDATE Customers SET OrderPlaced = 'Yes' WHERE id = '83843' ” )
which would go out and update the Customers table and the OrderPlaced field.
There are some limitations on what you can do, but it's pretty good for us SQL junkies.

FileMaker as a SQL Client?

While the folks at FMI have basically stated that FileMaker is not to be considered as a SQL Client development tool, I'm thinking that there are going to be many situations where this becomes the case. Lets face it! Being able to have a free SQL back end database that runs on just about anything is pretty appealing. Then combine that with the best rapid development tool on the market, with the ability to add calculations and fields at the client level, and you have a pretty good combination. You don't get the ability to have server based calc fields, IWP, CWP, or PHP api. But, much of that can be done via SQL and PHP if you know what you're doing. So, I'm curious to find out if other developers are thinking along the same lines. If you are, feel free to add your comments to this post and let me know.

BTW: I'm totally loving FileMaker 9!

Timothy Trimble
The ART of Software Development

Read more...

Tuesday, July 10, 2007

FileMaker 9 Released!

Yep, the news is official. As of today, the world knows about FileMaker 9. As a quick overview, here are the new features:

  • Direct connectivity and management of SQL based databases, such as Oracle, MySQL, SQL Server.
  • Scripts can now be managed with folders and subfolders, and you can now have multiple scripts open at the same time. And you can have a script window open while working on a layout window.
  • Conditional formatting of layout objects. You can now set colors, font styles, etc., based on formulas and calculations.
  • New functions, such as Self, etc.
  • Improved Debugging.
  • Easier integration with PHP.
  • Improved Database Design Report.
Even though I've had FM9 for a couple months, I've not had a chance to dive in and exercise all of these new features. But, what I'm most excited about, is the direct connectivity to SQL based databases.

This means that you can now connect to a SQL database and add any of the tables directly to the FM Relationship Graph. Then you can build layouts, portals, etc., and then directly update the data on the back end SQL database. What's REALLY cool about this, is you can add a link to a SQL table, then you can add Calc fields (or any other FM type field) to that table under FileMaker. The FM fields will remain within FM, and will not update the SQL schema. So, you get the best of both worlds. I'm sure that as news of this expands to the rest of the database community, that FileMaker is going to get more converts and advocates. This is BIG NEWS!

Those of us who have extensive experience with SQL databases now have a great tool for designing awesome front ends to enterprise wide SQL databases. With the ability to add fields to a SQL table, perform finds and sorts, we now have the ability to get SQL data the way we want without having to call the SQL DBA and beg for schema changes, new views, or triggers. Like I said, the best of both worlds.

I gotta go find a paper bag to breathe into now!

Timothy Trimble
The ART of Software Development

Read more...

  © Blogger templates Newspaper by Ourblogtemplates.com 2008

Back to TOP