Heidi Porter, Chris Moyer, July 15, 2021, FileMaker Training Videos


Table of Contents

  1. Introduction: What is DevOps?
  2. Understanding DevOps Components
  3. Applying DevOps Principles in FileMaker
  4. Benefits of DevOps for Small Businesses Using FileMaker
  5. Building an Effective DevOps Workflow for FileMaker
  6. Tools and Techniques for Automation in FileMaker DevOps
  7. Advanced DevOps Scenarios in FileMaker
  8. Essential Best Practices for DevOps in FileMaker
  9. Comprehensive Checklist for DevOps in FileMaker
  10. The Future of DevOps in FileMaker

Introduction: What is DevOps?

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DevOps, a term derived from Development and Operations, represents a combination of cultural philosophies, practices, and tools that enhance an organization’s ability to deliver applications and services at high velocity. By merging development and operations into a continuous, integrated approach, DevOps fosters improved communication, increased collaboration, and expedited software delivery.

The overarching goal of DevOps is to:

  • Shorten the Development Cycle: Implement changes faster, reduce the time between code commits and production deployment.
  • Increase Deployment Frequency: Release updates and patches more frequently.
  • Ensure High-Quality Output: Continuous testing and monitoring help maintain reliable, stable services.

Understanding DevOps Components

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DevOps often intersects with specialized areas, each addressing unique aspects of IT management:

SecOps

SecOps combines Security and Operations, emphasizing security integration throughout the software lifecycle. By embedding security practices within development and operational workflows, SecOps ensures:

  • Vulnerability Management: Proactively identifying and patching vulnerabilities.
  • Compliance: Adhering to industry regulations (e.g., GDPR) and enforcing policies.
  • Continuous Security Monitoring: Ensuring ongoing protection from emerging threats.

DataOps

DataOps focuses on improving the velocity, quality, and reliability of data analytics and data processing:

  • Data Integration: Streamlining data flow between systems.
  • Quality Assurance: Automating tests to validate data accuracy.
  • Scalability: Managing increasing data volumes efficiently.

CloudOps

CloudOps optimizes the management of cloud infrastructure, aiming for efficient utilization of resources and cost management:

  • Cloud Automation: Automating resource provisioning and scaling.
  • Cost Optimization: Monitoring and adjusting resource use based on demand.
  • Performance Monitoring: Ensuring cloud-based services meet SLAs.

IOTOps

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IOTOps addresses the deployment, management, and security of IoT devices:

  • Device Management: Automating device provisioning, updates, and decommissioning.
  • Data Processing: Collecting and analyzing data from IoT devices.
  • Security: Safeguarding devices from cyber threats.

MLOps

MLOps ensures that machine learning (ML) models are consistently deployed, monitored, and maintained within production environments:

  • Model Training: Streamlining training processes for rapid experimentation.
  • Deployment: Ensuring models can be deployed quickly and efficiently.
  • Monitoring and Retraining: Tracking model performance and retraining as needed.

Applying DevOps Principles in FileMaker

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For FileMaker developers, implementing DevOps requires integrating practices that streamline and automate deployment processes, encourage collaboration, and promote security. Some FileMaker-specific DevOps practices include:

  1. Automated Backups: Ensure regular and reliable backups before each deployment.
  2. Scripted Deployments: Use tools like 360Deploy to automate updates across environments.
  3. Continuous Monitoring: Track server performance to detect issues early.

Benefits of DevOps for Small Businesses Using FileMaker

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For small businesses, the primary benefits of DevOps include:

  • Improved Agility: Quickly adapt to changes in business needs, with fast iteration cycles.
  • Reduced Costs: Efficient use of resources, with less downtime and lower maintenance costs.
  • Enhanced Security: Implement security best practices throughout development and operations, reducing vulnerabilities.

By leveraging DevOps, small businesses using FileMaker can achieve faster time-to-market, improved product quality, and reduced risk, all without needing a large, specialized IT team.

Building an Effective DevOps Workflow for FileMaker

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A typical DevOps workflow for FileMaker involves these steps:

  1. Version Control: Use Git or another version control system to track changes in scripts, layouts, and configurations.
  2. Continuous Integration: Automatically test changes upon each commit, using a combination of unit tests, functional tests, and regression tests.
  3. Deployment Automation: Automate deployment to various environments (development, testing, production) with tools like Jenkins or 360Deploy.
  4. Monitoring and Logging: Track key performance metrics and server logs, alerting team members to any issues.

These practices ensure a streamlined process that minimizes manual errors, improves speed, and enhances transparency across the team.

Tools and Techniques for Automation in FileMaker DevOps

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  • 360Deploy: Specifically designed for FileMaker, 360Deploy helps automate file migrations and update deployments, reducing manual intervention.
  • Docker and Kubernetes: For Linux-based FileMaker Servers, Docker can containerize applications, simplifying deployment and scaling.
  • Jenkins: A popular tool for CI/CD, Jenkins can be configured to automate tests, run deployment scripts, and notify teams of status changes.

Advanced DevOps Scenarios in FileMaker

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Use Case: Deploying a Custom CRM

Imagine deploying a custom CRM with frequent updates. DevOps can facilitate:

  • Automated Testing: A suite of tests automatically verifies that new features function as expected and that existing features aren’t disrupted.
  • Configuration Management: Tools like Ansible can script server configurations, ensuring consistency across environments.
  • Rollback Procedures: In case of issues, the team can quickly revert to the previous CRM version without losing data or disrupting operations.

Managing Complex FileMaker Environments

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For organizations with multiple FileMaker servers, automation becomes even more critical. A DevOps approach may involve:

  • Clone Management: Automate clone creation and restore operations to streamline deployments.
  • Load Balancing: Use scripts to adjust server capacity based on usage patterns.
  • Performance Optimization: Regularly monitor server performance metrics to detect and address bottlenecks.

Essential Best Practices for DevOps in FileMaker

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Handling Schema Changes Safely

Schema changes can be risky in live environments. To mitigate risk:

  • Schedule Changes: Implement schema updates during low-traffic periods to minimize impact.
  • Use Test Environments: Duplicate the production environment to safely test schema modifications.
  • Monitor Impact: After changes, monitor system performance and user feedback closely.

Rolling Back and Contingency Planning

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Despite thorough testing, issues can still arise. Key steps to ensure readiness include:

  • Backup Before Deploying: Always take a backup before deployment, so there’s a quick fallback option.
  • Document Rollback Steps: Detailed documentation allows team members to roll back without confusion or delay.
  • Automate Rollbacks Where Possible: Using automated rollback scripts can reduce the time needed to revert to a previous state.

Comprehensive Checklist for DevOps in FileMaker

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  1. Prepare the Environment:
    • Verify all servers are operational and meet minimum version requirements.
    • Confirm that all necessary plugins and dependencies are installed and updated.
  2. Backup:
    • Create a full backup of the database and application files.
    • Confirm backup integrity by testing restore procedures.
  3. Testing:
    • Run automated tests to validate code changes.
    • Conduct manual testing for high-risk features.
  4. Deployment:
    • Use deployment automation tools to minimize manual errors.
    • Monitor server and application performance throughout the deployment process.
  5. Post-Deployment Review:
    • Review logs and monitor system performance for anomalies.
    • Conduct a post-deployment meeting to discuss successes and areas for improvement.

The Future of DevOps in FileMaker

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DevOps is continuously evolving, with new tools and practices being developed to address the challenges of modern software delivery. For FileMaker developers, adopting DevOps represents an opportunity to enhance productivity, streamline processes, and improve collaboration.

In the future, DevOps in FileMaker will likely incorporate more automation, enhanced monitoring, and further integration with cloud-based environments, helping teams achieve faster, more reliable deployments.