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November 2016

Sharing Tessera

To share Tessera you need: A copy of FileMaker Pro running Tessera Pro with sharing enabled.

Upgrade to Tessera Pro on a Mac or PC and a number of people can use Tessera at the same time from different devices from different locations.

More than one person could be adding artworks, creating invoices or making changes to client records and all the changes will be visible to all the users simultaneously.

Each Mac or PC will need to have a licensed copy of FileMaker Pro installed. (iPad or iPhone users need a free copy of FileMaker Go to access a copy of Tessera hosted using FileMaker Pro).

FileMaker Pro is an application from filemaker.com that lets users create and run FileMaker Pro files such as Tessera. One of the computers hosts the Tessera data file using FileMaker Pro while the other users are guests of this hosted file which they also open using FileMaker Pro. This is the ideal situation for a few users wanting to work on one copy of Tessera. The users need not be on the same local network as long as you have internet access and the hosted copy of Tessera is open on the host computer. See FileMaker’s help files for more details.

Enabling Sharing

  1. From the Tessera Home Screen under Preferences use the Sharing button.

 

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FileMaker Pro Server and sharing Tessera

FileMaker Pro Server is a server solution for managing larger networks ensuring data integrity and backups that makes it the best option in any circumstances but is certainly the only option to consider if you plan to have more than five users at any one time and want to ensure Tessera functions as expected. With FileMaker Server you also have the option to allow users access to your FileMaker Pro database using a web browser. FileMaker Pro Server and offer additional security and features that suit larger organisations where security and stability are particularly important. Ideally FileMaker Pro Server will live on it’s own workstation along with a copy of Tessera. This way FileMaker Pro Server can provide a stable and secure platform for users to log-in as guests. Each guest of the Tessera data file will need a copy of FileMaker Pro or a copy of FileMaker Go if they are on an iPad or iPhone.

Let someone else handle the sharing of Tessera

There are many companies that will host your FileMaker Pro solution for you allowing you to access the Tessera data file from wherever you are as long as you are online. This way you don’t need to manage and support the hardware and software required to run Tessera and there are addition benefits for when it comes to security and backup.

For more details on sharing FileMaker Pro files see these resources from filemaker.com.

FileMaker Cloud and Tessera

FileMaker offers a solution to host Tessera using FileMaker Cloud. Using Amazon Web Services you can be walked through the setting up of FileMaker Pro Server on the web and then hosting your Tessera file.

Watch this video from FileMaker for more details.

October 2016

Try the Omit button

There’s nothing mysterious about the Omit button. It simply shows the artworks that are not being shown, or omitted, from the artworks being browsed. Let’s say you have 7 artworks and have conducted a search so that you are now viewing only 5 of these artworks. The Navigation bar will show (A) that you are viewing 5 records and that (B) there are a total of 7 artworks available.

Use the (C) Omit button and you are now viewing the 2 artworks that were omitted and the 5 initial Artworks you found are omitted instead. Click the Omit button again to toggle between these sets. This is useful to find artworks that do not belong to your search criteria. For example: Search for artworks that belong to the artworks medium of “Oil”, click the Omit button, and you are now viewing all artworks that are not marked as having an artwork medium of “Oil”.

Use the Show All button (E) at any time to revert to viewing all Artworks.

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Hiding sold artworks

When browsing artworks in Tessera you’ll usually be interested in viewing artworks that are available. But when you’ve conducted a search you’ll often be left looking at a screen like the one below where there are a mixture of sold and in-stock artworks. (Where there is no stock available the Info Button will always be displayed in red instead of green).

To temporarily hide out of stock artworks use the “Hide Sold Artworks”. Now you can use the Omit button to toggle the view between sold and unsold artworks.

List view

August 2016

Import Artworks

Import People records into Tessera before attempting to import artwork records as Artworks depend on finding and linking to the appropriate artists and owner records in the People Component..

Artist Names and how to speed up the time taken selecting artists.

This is useful if you are importing a large number of artworks with many different artists. If you are a single artist importing a collection of artworks all created by yourself this will not be of use.

When you import artwork data into the Artwork section Tessera will use the name you import into the Artist Last Name field and will attempt to match it with a record that has the same information in the Last Name field of a record you’ve already imported into the People Component of Tessera for those records where the person is marked as an artist.

If the import into an artwork record’s Artist Last Name = Last Name of an entry the People Component, where that record is marked as an artist, then Tessera will lookup and enter the correct artist name for you which will save you time where large imports are being made.

(Note: Tessera only looks for this link at this point of the import. Once your data is imported serial numbers are used and you can safely alter artist names with no effect on how Tessera works).

Things to consider when attempting to match artist entries

    1. There has to be an exact match between the Artist Last Name in the artwork import and the Last Name in the People record.
    2. Tessera ignores case. eg. Sortern will match sorteRn or sorteRn.
    3. Even if a surname is unique Tessera will not make a match if the record in the People component of Tessera is not marked as an artist.
    4. Tessera ignores spaces before or after names.
    5. Check the entries in the People Component marked as artists and ensure the last names are displayed as expected before importing artworks.
    6. If you have two artists with the same Last Name then you will need to adjust these the import page details manually.

Custom Fields

Tessera features the ability to add virtually an unlimited number of custom fields to store data within Tessera. On import there are ten of these custom fields available. Once you’ve imported data into these fields you’ll have the chance to specify what these fields are for before committing them to Tessera.

Fields available for import

This is a list of the names of the fields into which you can import data.

These fields are all text fields apart from the Artwork Retail PriceArtwork Purchase Price and Artwork Inventory Price fields which are numbers and the Image field which is a container designed to hold images. Image records can only be imported if you are importing from a FileMaker Pro file. (Alternatively there is an “Import images from a folder” feature which lets you import a folder of images after which you can add the artwork details.)

Artist Last Name, The last name of the artist

Artwork Title, The artwork title only

Artwork Dated, This can be a single date or an approximate date for historical artworks

Artwork Category, “Painting”, “Sculpture” or any other values you want to use to categorise artworks

Artwork Medium, “Oil on canvas”, “Mixed media” etc

Artwork ID, An unique identifier for your artwork

Artwork Other ID, The ID an artist may have already given to this artwork

Artwork Retail Price, The price for which the artwork will sell

Artwork Purchase Price, The amount you purchased this artwork for (useful for galleries and collectors)

Artwork Purchase Date, Format dates as 30/12/2014

Artwork Dimensions, Use any format suitable for your needs

Frame Dimensions, For consistency use similar formatting to general artwork dimensions

Location of Artwork, “Stockroom”, “Studio” useful for running inventory reports

Inscriptions, Where and when artwork signed. (“Signed and dated on reverse”)

Provenance, The history of the artwork

Literature, Reference in publications for this artwork

Collection Details, Are you recording details of an artwork that belongs to a collection?

Artwork Source Details, For galleries to collectors of historical works from where was this artwork sourced?

Image, The image for this artwork. (Note images can only be imported from another FileMaker file or directly either one by one or as a folder of images without accompanying text.

Image Name, Have you a spreadsheet full of artwork details and an accompanying folder of artwork image? Use the Image name field to record the name of the image. This way during the import process this will make it easier to find and enter the relevant image.

Custom 01, Tessera can hold any number of custom fields for holding other data use these fields for that data and once you’ve imported the records you can specify the names of the fields.

Custom 02

Custom 03

Custom 04

Custom 05

Custom 06

Custom 07

Custom 08

Custom 09

Custom 10

Pre-formated Excel spreadsheet

TIP: Are you a gallery regularly having artists sending you in artworks? Help speed the process by encouraging artists to download the spreadsheet and enter the data into the required fields. You won’t need all of the cells filled so specify in your email what you do require. The spreadsheet includes a column where the artist can enter the name of the image associated with the artwork. That way if they send you the images as well you’ll find it easy to locate and enter the correct image during the import process. To simplify life simply ask your artists to provide a spreadsheet with: The name of the artwork, the quantity and the retail price. Once this is imported the import features in Tessera will allow you to fill other fields rapidly.

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You can download a pre-formated Excel Worksheet for importing artworks here. The pre-formatted Worksheet doesn’t include a column for images, which aren’t usually stored in a spreadsheet, but does include the Image Name column to help you find and insert relevant images during the import process. 

Import text data from a wide range of sources. (See FileMaker Pro support page on this topic)

Access the import feature from the home screen.

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Import Features available

  1. Use this button to find artworks in a spreadsheet or in a text file to import. Common file formats used to import data into Tessera include .csv, .txt, .tab and .xlsx files from Excel.
  2. If you have a folder of artwork images then use this button to import them in one step you can then add text details before committing the data to Tessera.
  3. Use this button to display and print the fields accessible for import and access a feature that allows download of a pre-formatted spreadsheet.

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Find data to import

Use the Find records to import… button to find and select your spreadsheet or other import file.

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Matching Fields

  1. You’ll be presented with a dialog box where you can drag fields to match them to their Tessera counterpart.
  2. Finally use the import button.

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Check Import

    1. Once imported use the Read these instructions… button to familiarise yourself with the features available.
    2. In particular learn how the Batch button works. This allows you to amend one field then see that same entry propagate throughout all other records which will help speed entry as well as ensuring accuracy. (You can amend fields once they’ve been imported into Tessera but the Batch button is only available with this range of functionality on this screen). For example: Amend one record on this screen so that the “Medium” field contains “Oil on canvas”. Now use the Batch button adjacent to this field and ALL records will contain the same value in the same field.

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Other features available on the import screen

    1. Speed data entry by making use of these drop-down menu editing buttons that let you add entries to the list that appears when you tab into fields.
    2. Use this button for more details on entering artists. (See the section on entering people to Tessera to gain an understanding of how you can make the job of entering artists both easier and quicker).
    3. If you’ve imported data into any of the Custom fields then you will need to select an entry from the corresponding Custom field Name field. If there isn’t a Custom field Name that matches your requirements then use the feature found via the Help with custom fields button to add the fields you require. Failing to specify a name for the Custom field will result in the custom field data not being imported.
    4. Specify an ID for each artwork. (Tessera may not permit duplicate artwork IDs and duplicates will be appended with the word “COPY” on committing the import if you have disallowed artworks to have the same ID in Tessera’s Preferencest. If you have specified a serial number default in Preferences then this will be used with each new artwork incremented by a value of 1 meaning you have no need to enter an artwork ID on this screen. Any ID entered on the import screen will take precedence over the default set in Preferences. Artwork IDs can be amended at any time).

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Commit the artworks to Tessera

Once you’re happy with the records use the Commit button and the data will be moved into Tessera.

Making corrections

What happens when you commit 1,000s of records to Tessera and then discover there’s an error in every record? Use the Artwork advanced search feature to find all of the last imported records then use the Tools button >  Delete Button > More feature to delete all of the imported records.

  1.  Find the last records imported by using the button found under the Artworks advanced search screen.
See the Import People help page for more details on locating and deleting the last set of imported records.

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July 2013

Installing Tessera on an iPad or iPhone

Either…

Install FileMaker Go on your IOS device. (FileMaker Go is a free App from FileMaker that will allow you to run the Tessera file on your IOS device).

Now visit arawak.com.au on your IOS device, click the link and download Tessera directly.

Or…

i. Purchase a copy of Tessera and download it onto your computer.

ii. Install FileMaker Go on your IOS device. (FileMaker Go is a free App from FileMaker that will allow you to run the Tessera file on your IOS device).

iii. Copy the Tessera data file to your iPad or iPhone. See below for transfer options.

How to transfer the Tessera file to your IOS device by connecting the IOS device to your computer using USB cable or WiFi.

Make sure that Tessera is closed on your Mac or PC before copying to your iPad or iPhone.

      • Connect your device to your computer. Either with a USB cable or via Wi-Fi if your device is set up for Wi-Fi syncing.
        • To set up Wi-Fi syncing, connect your iPad or iPhone to your computer with a USB cable.
        • In iTunes click the Device button in the upper right corner. (If viewing the iTunes Store, click the Library button first.)
        • If you don’t see your device, choose View > Hide Sidebar.
        • In the Summary tab, select “Sync with this [device] over Wi-Fi.”)
      • In iTunes, select your iPhone, or iPad, then click the Apps tab
      • Below File Sharing, select FileMaker Go from the Apps list, then click Add.
      • Select the Tessera data file to transfer, then click Open.

Important: When you transfer a file to your device, you are creating a copy of the original file. Data changes made on your device are not synchronised to the original file.

Transfer the Tessera file using by email

You can email yourself the Tessera data file. On the IOS device open the email and press and hold on the attached file for the option to open it in FileMaker Pro Go.

Transfer the Tessera file using a file hosting service.

You can use file hosting services to transfer FileMaker databases to your iPad and iPhone to be used with FileMaker Go.

Example:  Transfer Tessera using Dropbox

After having moved your Tessera data file into your Dropbox on your Mac or PC..

  • Open the Dropbox on the iPad or iPhone
  • Select Tessera data file by tapping on it
  • The file can now be opened in FileMaker Go.

Important: When you transfer a file to your device, you are creating a copy of the original file.  Data changes made on your device are not synchronized to the original file. Transfer the Tessera back to your computer from your iPad

  • Connect your device to your computer. Either with a USB cable or via Wi-Fi if your device is set up for Wi-Fi syncing.
    • To set up Wi-Fi syncing, connect your iPad or iPhone to your computer with a USB cable.
    • In iTunes click the Device button in the upper right corner. (If viewing the iTunes Store, click the Library button first.)
    • If you don’t see your device, choose View > Hide Sidebar.
    • In the Summary tab, select “Sync with this [device] over Wi-Fi.”)
  • In iTunes, select your iPhone, or iPad, then click the Apps tab
  • Below File Sharing, select FileMaker Go from the Apps list
  • Select the Tessera data file to transfer back to your computer, then click Save as….

Important: When you transfer a file to your device, you are creating a copy of the original file. Data changes made on your device are not synchronised to the original file.