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Crate Pro is a program written using FileMaker database software. Millions of people, from individuals to some of the world’s largest organizations, use the FileMaker Platform to streamline their business processes, manage essential information, and boost overall productivity. Crate Pro 6 running on the FileMaker platform gives custom crating companies the flexibility to inexpensively design, cost and quote their crate jobs in seconds.


Understanding FileMaker Pro and your Crate Pro Database:


The Crate Pro database runs inside the FileMaker Pro program. This is similar to using a spreadsheet file in Excel©. You can add formulas to an Excel spreadsheet then enter data and the formulas will calculate results. In this regard, your Crate Pro database is similar to a very complex spreadsheet.


You will install FileMaker Pro on client/host computer(s) up to the number of CAL licenses purchase. Only one computer will install the Crate Pro database files, which is the Host (peer-to-peer, stand-alone) or Server (if FileMaker Server is purchased). 


FileMaker is a very powerful desktop database. If you're comfortable with computers, you may find it easy to create your own databases and automate your business. To use Crate Pro, you do not need to know anything about FileMaker Pro, however if you want to take advantage of the power of FileMaker Pro to write your own databases, the Quick Start screen will provide a good starting point. Your CAL license is bundled with a 'full' FileMaker Pro license and can be used outside of Crate Pro. (effective August 2018 FileMaker Pro will be replaced by FileMaker Pro Advanced)



Section A:  What license configuration did you purchase? 

  • Stand Alone – Crate Pro is installed and accessed from a single computer. You have a single CAL and DAL license purchased.
  • Peer-to-Peer - The Crate Pro database resides on one end-user computer which will be the ‘host’ for your Crate Pro database files and it can be used by a user to access the program. FileMaker Server software was not purchased. In this configuration you have four or fewer CAL licenses purchased. Crate Pro is NOT installed on a computer running server software, RDS or Citrix environment.   Additional computers are called ‘clients' and connect to Crate Pro on your Host via LAN, WAN, VPN or internet connection.  
  • Client-Server - The Crate Pro database runs on a server using FileMaker Server software and is shared with multiple computers.This configuration has a number of benefits such as: greater file security, faster processing time, ability to host multiple databases should you want to manage multiple locations from a single server, automated backups, auto restart after a reboot and remote control for administrators.  FileMaker Server is required for RDS and Citrix installations as well as if you have 5+ clients.

GO TO SECTION B



Section B: Confirm your systems meet the technical requirements : FileMaker software is installed on all computers that will access or host Crate Pro.  


You will install using FileMaker 16. 

FileMaker Pro 16 for client computers  (All configurations)

FileMaker Server 16  (client server configuration)



GO TO SECTION C IF THIS IS A FIRST TIME OR NEW INSTALLATION / GO TO SECTION D IF YOU ARE UPDATING AN EXISTING INSTALLATION




Section C: New Installation Documentation:  Use this section if this is a new installation of FileMaker and Crate Pro. An activated support portal account required to access these documents.

Client-Server Installation Document  Crate Pro build 171215 or 180730 using FileMaker Server 16

Peer-to-Peer and Stand-Alone Crate Pro build  171215 or 180730 using FileMaker Pro 16 only



FOR LEGACY INSTALLATIONS AND UPDATE DOCUMENTATION FOR CRATE PRO AND FILEMAKER SOFTWARE  CLICK HERE



Section D: Updating:

Updating is done when you are migrating data from an earlier release. Crate Pro and FileMaker updates are usually not released at the same time . As a user benefit your FileMaker is not "locked" to Crate Pro. An activated support portal account required to access these documents.





FOR LEGACY INSTALLATIONS AND UPDATE DOCUMENTATION  CLICK HERE