Installing iPoint on a Computer

Desktop Requirements

The FileMaker Pro desktop application will run on a variety of computer operating systems, including:

• macOS 10.13 High Sierra
• macOS 10.14 Mojave
• macOS 10.15 Catalina
• Microsoft Windows 7 Service Pack 1
• Windows 8.1
• Windows 10
  

This guide will walk you through the process of installing iPoint on your PC or Mac.

*Please Note that the video shows FileMaker 17 but we are now recommending FileMaker 18. Please download 18 – the rest of the video is still incredibly helpful in getting set up and we are working to getting the video updated so it shows FileMaker 18.

If you prefer to read instructions instead of watching a tutorial video, here are your instructions.

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.

Once you have your login information, you’re ready to begin! Complete the following steps to install
iPoint on your desktop computer:

*BIT Version – The version you need depends primarily on whether or not you use Microsoft Outlook for your email. The bit versions of Outlook and FileMaker must match in this case. To find the bit version of your Microsoft Outlook, Click Here

1. Download FileMaker Pro to your computer:
   1. For the Mac installer, click HERE
   2. For PC, click HERE for the 64-bit install file
   3. Or HERE for the 32-bit install file
2. This will take you to Google Drive – download the whole folder from there
   1. In the Google Drive window, click the download button in the top right corner of the screen to download the file to your computer.
      
3. Extract the zipped file and run the installer from the downloaded folder
   
   1. Note: If you see this license window, please enter your name under “User Name” but leave the remaining as they are. If your license key is not filled in, please contact iPoint Support at 1-800-535-4101
4. Follow the installation guide prompts and select the default options
5. Once the installation is complete, open the FileMaker Pro application
6. Click the plus sign in the Add App box
   
7. Click the From Hosts… button
8. Click the plus sign at the top of the window
9. Enter your iPoint server name in the Host’s Internet Address field and click Save
   
   Host Address: Typically your Public IP address or DDNS Server
10. 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
    
11. Select the file with the iPoint Logo. It will be named “IP – your file name”
12. Click OK
13. Double-click the file from My Apps to open iPoint
14. Enter your iPoint user name and password
    
15. Tick the Save password in the Keychain Access checkbox
16. Click the Sign In button
17. You will be prompted to enter a name for this device (for example, Rob’s PC)
18. To open the iPoint dashboard in the future, simply 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.