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Getting Started For Users

6
  • Basic operation of ems Mobile
  • Basic operation ems Web
  • Using time recording
    • Time recording terminals
  • Managing your user account
    • Article favorites
    • Set up and manage user account
    • Personal layout settings

Administration & Settings

13
  • Create checklists
  • Employee and user administration
    • User overview
    • Notifications
    • Create new employee profile
    • Authorizations for employees
    • Store authentications in the ems system
  • System settings
    • Clients / Multiside
    • QR code and NFC for ems Mobile
    • Notifications
    • Text templates for notifications (e-mails)
    • Images, logos and symbols (icons)
  • Importing and exporting data
    • Exporting data
    • Importing data

News, Updates & Technology

24
  • ems licensing
  • Initialize and set up new system
  • New web layout X3
  • Time and data recording terminals
    • Protected: Technical information on terminals
    • Datafox Terminals
    • ems terminals (TT5, MT7)
  • Software installation
    • Infrastructure requirements for the system
    • ems Installation Tool
    • Configure ems Server Tool
    • ems Mobile on the smartphone
    • ems Client
    • Protected: Presentation systems
  • Integrations & interfaces
    • Protected: API for RESSIS / ARVIS
    • User parameters
    • System parameters
    • Public web services
    • Interfaces
    • Protected: API access (Rest web service)
    • Protected: API for SUGB inspection app
    • Mailjet connection (for campaigns)
    • WooCommerce connection
    • 3CX telephone system
    • Set up your own e-mail server
    • Protected: API for ems Pos App

Time Tracking

32
  • Working time recording
    • Record and edit times (ems Mobile)
    • Own hours and vacation balances (ems Web)
    • Release of your own time recording (ems Web)
    • Time recording (ems Web)
    • Break regulation
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Release of time recording (ems Mobile)
    • Warning and error messages during release
    • Release of employee reports
    • Target hours (target timetables / public holidays)
    • Time credits (vacation, flexitime)
    • Visa revocation
    • General warning and error messages
  • Absence management
    • Own hours and vacation balances (ems Web)
    • Break regulation
    • Enter time requests (ems Web)
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Enter and edit time requests (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Target hours (target timetables / public holidays)
    • Error messages during the release of time requests
    • Cancellation of approved time requests
    • Time credits (vacation, flexitime)
    • Release of time requests
  • Bonuses and overtime calculation
    • Time credits (vacation, flexitime)
  • Compensation
    • Record compensation (ems Web)
    • Record and process compensation (ems Mobile)

Customer & Address Management

13
  • Customer management
    • Customer networks
    • Enter new customer address (ems Web)
    • Manage customer addresses
    • Copy customer address
    • Difference between customer groups, properties, authorization roles and relationships
    • Authorization roles for customers
    • 3CX telephone system
    • Importing customer data
    • Mailjet connection (for campaigns)
  • Supplier management
    • Manage supplier addresses
    • Enter and edit supplier address
    • Authorization roles for suppliers
    • Copy supplier address

Orders & Sales

23
  • Quotation creation
    • Create and manage offers
    • Offer settings
  • Order management
    • Shift planning for the customer order (ems Web)
    • Enter new customer order
    • Time and compensation recording for the customer order (ems Web)
    • Order status, billing, order completion
    • Payment plan (recurring invoices)
    • Record material (ems Web)
    • Checklists for the customer order (ems Mobile)
    • Record services (ems Web)
    • Record material (ems Mobile)
    • Time and compensation recording for customer orders (ems Mobile)
    • Processing a customer order (ems Mobile)
    • Authorizations for customer orders
    • Checklists for the customer order (ems Web)
    • Record services (ems Mobile)
    • Completing the customer order (ems Mobile)
    • Create checklists
    • Clearing types
  • Point of Sale (POS) System
    • Process sales orders (via tablet – ems Mobile)
  • Marketing Campaigns
    • Campaign rules
    • Create marketing campaigns
    • Manage marketing campaigns

Procurement & Logistics

8
  • Product & Article Management
    • Special food labeling
    • Article bundles
    • Article variants
    • WooCommerce connection
    • Importing article master data and article prices
    • Manage articles
    • Article types
    • Create and edit articles

Finance & Accounting

6
  • Accounts payable management
    • Receive creditors via e-mail
    • Scan vendor invoices
  • Accounts receivable management
    • External recording (other software)
    • Delete or cancel invoices
    • Take over positions
    • Enter invoices

HR & Payroll

6
  • Employee administration
    • User overview
    • Employee resignation
    • Edit employee profile
    • Create new employee profile
    • Authorizations for employees
  • Payroll
    • Set up and adjust payroll accounting

Planning & Resource Management

5
  • Personnel deployment planning
    • Creating a mission entry
    • Views of resource planning (ems Web)
    • Operations planning overview (ems Mobile)
    • Planning groups
    • Authorizations for resource planning

Document Management & Administration

2
  • Outlook signature
  • Add documents via DragDrop
  • Dokumente
  • News, Updates & Technology
  • Software installation
  • ems Installation Tool
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ems Installation Tool

Ungefähre Lesedauer: 4 min lesedauer

Installation of ems applications #

In most cases, you do not need to install the ems applications.
You can access the applications directly via the websites.

List of applications #

DesignationExplanationInstallation
2ems Web – Normal web applicationems web application for use on a normal desktop computer. Operation is optimized for use with a mouse and for normal screens.No installation is required. The application can be accessed directly via the browser
4ems Mobile – Mobile Appems mobile application for smartphones and tablets. This operation is optimized for touchscreen devices and for smaller screensNo installation is required. The application can be accessed directly via the browser. You can find instructions on how to add it as an app here: ems Mobile on your smartphone
5ems Pos – POS systemThe ems POS system is a separate application for POS systems and enables interaction with POS accessories. The integration of payment terminals is also possible.This application must be installed
6ems Client – Windows applicationThe ems Client application enables simplified document management and the direct opening of programs on a computer.This application must be installed.
7ems Server Tool – Windows serviceThe ems server is used for automatic printing or scanning in a network. By default, the system automatically creates PDF files, but this tool is required for direct printing.This application must be installed.
xxems Time
ems FieldService
Apps for time recording and order management on devices with the iOS and Android operating systems.The apps must be installed directly on the respective stores.

Microsoft Windows installation program #

Download the installation program #

To install local ems applications, use the ems installation program.
You can find the current version here or via User menu → System settings → ems ServerTool (Win) → Download.

Warnings when executing #

Depending on your security settings, you will be asked whether you want to execute the file downloaded from the Internet. Our installation program has a certificate. You can recognize this by the fact that the publisher is SUBRIS GmbH. Depending on the Windows version, you may need to click on “… More options” and then click on “Run anyway”. The execution of individual virus protection programs can also be prevented. You can also classify the downloaded file as “Secure” there.

Required authorizations #

The installation program can be run both as a user and as an administrator. The program attempts to start itself with the highest rights, which may mean that a message appears asking whether you want to run the program as an administrator. If the installation program is run as a user, the installed programs are only accessible to the user.

Query license key #

When you start the installer for the first time, you will be asked for the license key. You can find this in the web application under System settings → ems ServerTool (Win) and copy it directly from there (using the copy button that appears at the cursor).

The possible installation options are displayed based on your license key. If you have an OnPremise version, you can carry out the complete system installation via the installer.

Execute in the background #

It is possible to run the installation program in the background. Various parameters enable automatic installation.

/ProductId:[ProductID] ID for downloading a product (ems Client = 6 / ems Pos = 7 / ems Server Tool = 5)
/CheckVersion Only installs a version if it is newer. In addition, the program is terminated again immediately, regardless of whether an update has taken place or not.
/InstallPath:[Path] Installation path for the application without specification, the path of the installer is used ([Path] corresponds to a valid path, e.g. C:\temp). C:\temp)
/LicenseKey:[LicKey] License key from the ems web ([LicKey] corresponds to the key. E.g. yxz123)
(The license key is used for unknown systems)
C:\yxc.exe This program is started automatically after the installation process has been completed.
/uninstall The application specified under Product ID is uninstalled.

Technical requirements #

Data is exchanged via SSL with port 443 to our update server. Installation is only possible via the installer.
If you require an alternative installation option, please contact Support.

Important notes on the OnPremise installation of the complete system #

The following instructions only apply to OnPremise installations (without cloud).
OnPremise components can only be downloaded if the license key is activated as an OnPremise installation.
Infrastructure requirements for the system

Step-by-step procedure #

The following installation sequence is not mandatory, but recommended:

Windows features in Windows 7

  1. Install the IIS role (server operating systems) or the Windows feature (client operating systems) on the system where one or more websites are to run. Instructions
    During installation, select application support for .Net 4.5 or newer in addition to the normal server. In addition, activate the Management Console to manage the website.
  2. Download the ems installation program here.
  3. Start the installation program and first select ONLY the Microsoft SQL Server (if you have not already installed an SQL Server). Instructions
    Install the SQL Server with the default settings. However, it is important to select “Mixed Mode” as the authentication mode.
  4. Start the installation program a second time and activate all the required components on the “Server applications” page.

After installation, the downloaded components must be configured.

Configuration of the components #

SQL Server configuration #

  1. Start the SQL Server management console and connect to the corresponding SQL Server.
  2. Restore the database from the download. Instructions
    You should use “EMSxxxP” as the database name. Where xxx corresponds to the system number.
  3. We recommend that you set up a backup.
  4. After restoring the database, the downloaded “*.bak” file can be deleted.

IIS website configuration #

  1. Start the management console of the IIS server.
  2. The “standard page” is not required and can be deleted if necessary.
  3. Now add all websites to the IIS server. Instructions
    Give each website a host name (host header) or a port so that it can be reached individually.
  4. Adapt the webconfig files of the websites.
    The SQL servers and the host names of web services must be adapted.

Uninstalling applications #

To uninstall individual applications, go to the “Applications” list in the Control Panel. All installed ems applications are listed there. Select “Uninstall” and the application will be removed.

Commissioning of a new system #

You will receive a link to your system. You can use this link to carry out the initial commissioning. The first step is to create the administrator account and the organization.

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Updated on 6. May 2025
Infrastructure requirements for the systemConfigure ems Server Tool
Inhaltsübersicht
  • Installation of ems applications
    • List of applications
  • Microsoft Windows installation program
    • Download the installation program
      • Warnings when executing
      • Required authorizations
      • Query license key
      • Execute in the background
    • Technical requirements
  • Important notes on the OnPremise installation of the complete system
    • Step-by-step procedure
    • Configuration of the components
      • SQL Server configuration
      • IIS website configuration
    • Uninstalling applications
    • Commissioning of a new system

  • Privacy Policy