Desktop Requirements
The FileMaker Pro desktop application will run on a variety of computer operating systems, including:
- macOS 10.15 Catalina
- macOS Big Sur 11.0
- macOS Ventura 13.0
- Windows 8.1
- Windows 10
This guide will walk you through the process of installing iPoint on your PC or Mac.
If you prefer to read instructions instead of watching a tutorial video, here are your instructions.
Login Credentials
Before you begin, contact your iPoint Administrator to get your login information:
- iPoint user name and password
- iPoint server name
- You can also get the iPoint server host information by looking at your co-worker’s computer.
- Click File in the menubar at the top of iPoint.
- Click the Hosts… button.
- Right-click the iPoint favorite host in the list at the left and select Edit Favorite.
- The Host’s Internet Address will be displayed.
Note: If this is your first time setting up iPoint, your System Administrator will have received an email from the deployment team with these credentials.
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Install FileMaker
Once you have your login information, you’re ready to begin! Complete the following steps to install iPoint on your desktop computer:
- Download FileMaker Pro to your computer by clicking this link
- If you already have FileMaker and are upgrading to a newer version of FileMaker
- Make sure you uninstall the old version of FileMaker first.
- Windows: Control Panel > Uninstall Filemaker Pro
- Mac: Applications folder > Drag Filemaker Folder to trash
- If you connect with QB Desktop, make sure you reinstall the connector when you’re done installing. Click Here for instructions
- Make sure you uninstall the old version of FileMaker first.
- If you already have FileMaker and are upgrading to a newer version of FileMaker
- Enter your iPoint user name and password. These credentials verify that you are an authorized iPoint user.
- An iPoint support team member emailed this information to your system administrator in an email called Install iPoint.
- If you are a standard user, or are installing a new computer, enter the credentials provided to you by your system administrator.
- When your credentials are authenticated, click the Download FileMaker button
- You will be prompted to choose a file name (Do not change the file name even though you can. With great power comes great responsibility.)
- Extract the zipped file that has been downloaded.
- Run the Setup.exe file on your PC or the FileMaker Pro.pkg file on your Macintosh
- Follow the onscreen prompts and install the Complete program.
Note: if you are on a Mac and get a warning saying “FileMaker Pro 19 2.pkg can’t be opened because Apple cannot check it for malicious software.” you can override this by going to System Preferences > Security and Privacy > General > Allow apps and identified developers. Or simply hold down “control” while clicking the package.
- Now that FileMaker is installed, open the FileMaker Pro application
- Click the plus sign in the Add App box
- Click the From Hosts… button
- Click the plus sign at the top of the window
- Enter your iPoint Server Name in the Host’s Internet Address field and click Save
- When adding the host, you may get an SSL connection error. If this happens, tick the checkbox to “Always permit connection to this host” and click Connect
- Select the file with the iPoint Logo. It will be named “IP – your file name.”
- Click OK
- Double-click the file from My Apps to open iPoint
- Enter your iPoint user name and password
- Tick the Save password in the Keychain Access checkbox (This is optional. If you don’t want other people to log into iPoint on your computer, don’t check this box.)
- Click the Sign In button
- You may be prompted to enter a name for this device (for example, Rob’s PC)
- To open the iPoint dashboard in the future, open FileMaker and double-click the iPoint file in My Apps
You have successfully installed iPoint!!!
If you run into any issues, please don’t hesitate to contact iPoint Support at (800) 535-4101 or email us at support@ipointsolutions.net.