EMS Mobile Setup Guide
EMS%20Mobile%20Setup%20Guide
EMS%20Mobile%20Setup%20Guide
EMS%20Mobile%20Setup%20Guide
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EMS Mobile Setup Guide EMS Dean Evans and Associates LLC. EMS Mobile Setup Guide Copyright Copyright 2015 Dean Evans and Associates LLC. All rights reserved. No part of this document may be reproduced, transmitted or stored in a retrieval system in any form, electronic or mechanical, for purposes other than the personal use of the original purchaser except by written permission of Dean Evans and Associates LLC. Dean Evans and Associates LLC. 6465 S. Greenwood Plaza Boulevard Suite 600 Centennial, CO 80111 This document may be copied for use by individuals employed by the purchaser. Information in this document is subject to change without notice. EMS, the EMS logo and EMS Regics are registered trademarks of Dean Evans and Associates LLC. Event Management Systems, EMS Enterprise, EMS Professional, EMS Lite, EMS Campus, EMS Workplace, EMS Legal, EMS District, EMS Master Calendar and Virtual EMS are trademarks of Dean Evans and Associates LLC. Microsoft, Windows and Outlook are registered trademarks and SQL Server is a trademark of Microsoft Corporation. Lotus Notes and Domino are registered trademarks of IBM Corporation. Other products, brands and trademarks are property of their respective owners/companies. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 2 EMS Mobile Setup Guide EMS Mobile Setup Guide INTRODUCTION....................................................................................................................................... 4 CUSTOMER SUPPORT ............................................................................................................................ 4 HARDWARE AND SOFTWARE REQUIREMENTS ........................................................................... 4 OBTAINING THE LATEST RELEASE OF EMS MOBILE API ........................................................ 4 INSTALLING/UPGRADING EMS MOBILE API ................................................................................. 4 MOBILE APP CUSTOMIZATION.......................................................................................................... 7 FIRST TIME LAUNCH ............................................................................................................................. 8 EMS MOBILE APP CURRENT LOOK .................................................................................................. 9 HOME PAGE ............................................................................................................................................... 9 CREATE A RESERVATION......................................................................................................................... 10 MANAGE RESERVATIONS ........................................................................................................................ 11 2015 Dean Evans and Associates LLC. CONFIDENTIAL 3 EMS Mobile Setup Guide Introduction This document is intended to assist with the setup of the EMS Mobile Application and associated Web Service. This will explain what is needed to configure the Application once it is downloaded from the appropriate app store. Customer Support Unlimited toll-free customer support is available to EMS users who have a current Annual Service Agreement (ASA). If you are unable to resolve a problem or answer a question by reading the EMS documentation, contact us at: Email: Web: Phone: Fax: support@dea.com www.dea.com (800) 288-4565 (303) 796-7429 Hardware and Software Requirements A list of the system requirements is maintained on www.dea.com. Obtaining the Latest Release of EMS Mobile API The latest release of Virtual EMS can be downloaded from the EMS Online Support Center. 1. Go to www.dea.com and enter your Email Address and Password in the Online Support Center area. 2. Click the Software downloads link. 3. Download the EMS Mobile API (EMS Mobile API.msi). Required for both first time installations and upgrades. 4. Download and run the EMS Patch (EMS.Patch.dll\EMS.Patch). against the EMS database to make sure the database has the proper commands for the EMS Mobile API. Installing/Upgrading EMS Mobile API Important: Before beginning the installation process, please do the following: Run the EMS Patch (EMS.Patch.dll\EMS.Patch. against the EMS database to make sure the database has the proper commands for the EMS Mobile API. Install or upgrade your EMS databases as outlined in the EMS Installation Instructions. Manually uninstall any previous versions of the EMS Mobile API on your web server. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 4 EMS Mobile Setup Guide 1. Download EMS Mobile API.msi onto the web server that will be running the EMS Mobile API. 2. Run EMS Mobile API.msi. 3. The first screen welcomes you to the EMS Mobile API Wizard. Click Next to begin the installation process. The Destination Folder screen will appear. 4. Select the destination folder. The installation process will create a new physical directory on your web server based on the destination folder path entered (“EMSMobileAPI” in the example above.) Click Next. Note: The EMS Mobile API should not be installed in the same physical directory as other EMS web-based products. 5. The SQL Server and database information screen will appear. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 5 EMS Mobile Setup Guide 6. Enter your EMS SQL Instance Name. 7. Enter your EMS Database Name: a. EMS Professional and EMS Lite customers – enter “EMSData” b. EMS Workplace, EMS Campus, EMS Legal, EMS District, and EMS Enterprise customers – typically named “EMS” 8. Click Next. 9. The Virtual Directory information screen will appear. 10. The Virtual Directory Name will default to the destination folder specified in Step 5. It is recommended that you keep the default setting. The installation process will create a virtual directory on your web server based on the virtual directory entered (“EmsMobileAPI” in the example above.) Click Next. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 6 EMS Mobile Setup Guide Note: The EMS Mobile API should not be installed in the same virtual directory as other EMS web-based products. 11. The Ready to install EMS Mobile API screen will appear. Click to install the EMS Mobile API. 12. The Completed the EMS Mobile API Setup Wizard screen will appear. Click Finish. 13. After following the steps above, verify your installation by opening a browser and entering the following URL and clicking the “Test Connection” button. http://[ServerName]/emsmobileapi/ (replace [ServerName] with the name of your web server) Important: This URL needs to be submitted to support@dea.com so that it can be cataloged and users that input their email will be directed to the appropriate Mobile API. Important: The EMS Mobile API must be run under anonymous access without any authentication methods in place (e.g. Integrated Windows Authentication or Portal). The EMS Mobile API will also need to be able to be accessed by mobile devices through either the network or by allowing the API to be public facing. Mobile App Customization For organizations looking to add more of their colors and logo to the application there are options to modify these. These modifications will be best made by those with understanding of CSS. Making these changes can be done by: 1. Navigating to the location the EMS Mobile API was installed in. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 7 EMS Mobile Setup Guide The default location is C:\Inetpub\wwwroot\EMSMobileApi\ 2. Open the Web.Config file. 3. Find the following location in the file to make the changes: a. To modify the colors the color codes will need to be changed to the desired six character color. b. To modify the logo, place the logo path after the value=“ ” between the quotation marks (the quotation marks will need to be left in place). First Time Launch The first time the user launches the EMS Mobile App they will be greeted with a screen asking for their Email Address. They will need to enter the email address that is associated with the EMS Mobile API that was provided to support@dea.com. For example if the API url was: http://www.dea.com/emsmobileapi/ Then the email address that would need to be entered would also need to have dea.com in it (or the appropriate domain provided to support@dea.com): First.Last@dea.com Note: This URL will need to be accessed by the EMS Mobile App for the app to send and receive information from EMS. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 8 EMS Mobile Setup Guide EMS Mobile App Current Look This section will discuss the EMS Mobile App’s current look and feel. Since this is not an official release some of the information and images are subject to change as improvements are made. Home Page The EMS Landing page for the Mobile App contains links to: My Bookings – This shows the logged in user their reservations. Reservations – This is the link to create a new reservation. Browse Events – This option allows the user to view events in the configured facility. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 9 EMS Mobile Setup Guide Create a Reservation The Reservation screen gives the user access to create a new reservation. In this screen the user can: Select a date and time to host their reservation. Select a location based on their geolocation if they have enabled this on their mobile device. For those using the PAM module, they may add attendees. Select additional filters for their booking before finding space and entering the remaining reservation information. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 10 EMS Mobile Setup Guide Manage Reservations While on the My Reservations screen a booking can be selected and managed. On this page: A booking can be moved to a different date and time. Attendees can be added or removed to the reservation. Booking location can be changed. Bookings can be canceled. Also users can Check In to their bookings as well as find the location of the building. 2015 Dean Evans and Associates LLC. CONFIDENTIAL 11
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