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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 programThis 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.

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.

Crate Pro can be installed in various configurations

  • Stand Alone – Crate Pro is installed and accessed from a single computer (legacy, EDU and GVT). A single license has been purchased.
  • Peer-to-Peer - The Crate Pro database resides on one user computer which will is the ‘host’ for your Crate Pro database files and will also be used to access the program as a client. Additional computers are called ‘clients and connect to Crate Pro on your Host via LAN, WAN, VPN or internet connection. FileMaker Pro is installed on every computer that will access your Crate Pro database, including the Host up to the number of CAL purchased. CRATE PRO IS NOT INSTALLED ON A COMPUTER RUNNING SERVER SOFTWARE
  • 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.  
    • If you have multiple locations which have different pricing, customers, policies, etc and want to host multiple Crate Pro databases from a single location, get FileMaker Server. 
    • FileMaker Server is required if you have more than 5 computer clients or concurrent connections. 
    • Client-Server allows for Remote Desktop Services and Citrix configurations
    • Best for any company with a server including global enterprise


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FILEMAKER INSTALLATION

Review this section to confirm your systems meet the minimum technical requirements for installation.

FileMaker database software is required to host and access your Crate Pro database files. Crate Pro should only be opened and accessed through your FileMaker installation. NEVER open or connect to Crate Pro through a 'shared' drive or install your Crate Pro files on a computer that does not have FileMaker Pro or FileMaker Server installed*.

Best Practices Before Installing Crate Pro and FileMaker Software : We suggest taking one minute to review this solution before installation


FileMaker Pro System Requirements   A FileMaker Pro license is included with each CAL license purchased. A CAL license is required for each unique end-user computer that will connect to a Crate Pro 6 database. FileMaker Pro is installed on each computer that will host or access Crate Pro (unless FileMaker Server was purchased) The CAL is your client software.
  • * For virtual environments, a CAL license is required for each unique end-user computer that will connect to your Crate Pro 6 database files, but the installation of the FileMaker Pro client software is on the virtual server. You may not have more installations of FileMaker Pro on virtual servers than you have CAL licenses for. Users will connect to Crate Pro by accessing FileMaker Pro on the virtual server.
  • Individual User accounts to access Crate Pro do require a license. You may add as many user accounts as desired. Users will connect from any CAL licensed computer.


 
FileMaker Server System Requirements  (Use this link only if you purchased FileMaker Server). FileMaker Server is optional when less than 5 CAL have been purchased. Using FileMaker Server gives you many benefits such as increase your design speed, auto-restart after reboot, automated backups and greater security. Use of server is for the Client-Server configuration.


Updated System Requirement Information:




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CRATE PRO NEW INSTALLATION   (if you're updating with data migration go to next section)

Support Portal online account required fto open the following documents.  If you don't have a Crate Pro support portal account send an email with your full name, email address and the purchasing company to Support@CratePro.com. Your information will be verified and a Welcome email sent.



First time installation documents  -Installation documentation link are for the most current release of Crate Pro 6 and FileMaker software for first time installations. Use these documents if you are installing FileMaker and/or Crate Pro for the first time. (current FileMaker version is 16, current Crate Pro version is 171215)

Client-Server Installation Document: This configuration uses FileMaker ServerUse this document if you purchased FileMaker Server (FileMaker Server required for virtual environments)

Peer-to-Peer and Stand-AloneUse this document of you did NOT purchase FileMaker Server. 


Legacy installation documentation. For versions released 2017 and older -  Click Here for legacy documents


Need live support for your installation?   Click here to Schedule


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UPDATE documentation: Update with data migration

 Companies with active maintenance are eligible to update to 171215.  Live session support is available to update with data migration: .  Click here to Schedule



FileMaker Upgrade Documentation:




Legacy Update Documentation:
Documentation is available to update from older version however, if you did not download the updated files while available, there is a fee for a new download. If you're currently using any Crate Pro build shown below we suggest scheduling a live session which will include a link to download new files. Live session support and fee schedule can be found on support portal site.



FileMaker Software: If you are not on the most current FileMaker version confirm that your updated Crate Pro build is compatible before upgrade. You may need to update your FileMaker prior to updating.

Crate Pro version compatibility.


Older versions of Crate Pro and FileMaker are end of life and not supported