Web login help

[Jose Alvarez]

Hi,

I hope someone can help me with a few examples or at least point me in the right direction as to where I can find helpful information.

I have created a Family Investment Fund where members of my family can deposit funds into a master investment account which I use to trade and then distribute the profits to all members of the fund depending on their % of ownership of the fund.

I have created 6 tables (databases) with all the information I need:

-UserInfo

(Contains user information including a UserID (key) and Password fields.)

-Deposits

(Contains info on deposits made by users to the fund.)

-Withdraws

(Contains info on money taken out of the fund by users.)

-Investments

(Contains stock trading history with gains or losses per transaction.)

-Dividends

(Contains dividend payments to all users calculated at the end of each week.)

-Commissions

(Trading, Interest, SEC and Broker fees.)

All tables are related by a UserID field found in the UserInfo table which also has a user selected password not implemented yet.

Basically, locally all works great for me. But I want users to be able to log-on to the internet and securely be able to view their account balance information. Sounds easy enough right?

Well, I've created a 7th table intended to mary ALL the information the user needs with one form that will be published to the web. The form basically has the UseInfo (name, address, etc.), Total Deposits into the fund, Total Withdraws from fund, Total Dividend Payments and Current Balance of account. It also has a portal showing all trading transactions for that particular week.

So, my problem is that I can't figure out how to have each user log-on to the database with his/her UserID/Password and view ONLY his/her information from the web. I don't need anything fancy, Instant Web Publishing would work just fine since everything will be set to view only privileges. Right now the form is published showing the first record by default obviously, not very helpful.

Any help will be GREATLY appreciated!

Jose Alvarez

(I've posted this in one other BB, pardon me if you have already read it)

[Leb i Sol]

HERE

AND

over_HERE

[Garry Claridge]

I'm not sure if the "Web Security" database works with IWP, however, if it does, you can use an "Exact Match" on a password field.

A security PDF is available from the Filemaker site which explains how to do this.

You may have to consider using Custom Web Publishing (CWP) to achieve what you require.

All the best.

Garry

[Leb i Sol]

"Web Security" + IWP = NO NO

it can be achieved with some registry tweaks and even FM gui will let u set it....and yet FM does NOT recommend it....but it depends how u read thier PDFs...I have not made a verdict...neither has FM (so it seems)

I have never regreted the switch to Custom WP....IWP was simply impossible to "adjust to the needs" and time wasted...was exactly that!

I would suggest start browsing CDML form as a start!

....and don't look back

Good Luck!

[Steve T.]

Hi, J.A.!

RE: "log-on to the internet and securely be able to view their account balance"

It should be OK if it's just a personal website, but clamping down out-of-the-box FileMaker Pro is a challenge, IMO. Your db info won't be "out in the open" exactly but a determined and knowledgeable person could probably peek at just about everything, so try not to store more than you have to. (A locked door will keep most people out but you're hardly invulnerable.)

Sounds like a fun project if you decide to join the CDML crowd with Custom Web Publishing. If you do, you'll probably want to do something like have a login screen to start with. A successful login (find) will bring up that user's main record w/all related fields and portal info. An unsuccessful login will do whatever you want (repeat login, boot user, etc.)

Good luck!

--ST

[Jose Alvarez]

Thanks guys for all the info. I went from no info, to system (brain) overload. But it's all good! Lots to learn yet. I post a working version as soon as it's usable.

Jose Alvarez