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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
  • Infrastructure requirements for the system
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Infrastructure requirements for the system

Ungefähre Lesedauer: 3 min lesedauer

Operating modes #

–ems CloudOnPremise
RequirementsNo infrastructureOwn server infrastructure
CostsRecurring to SUBRISRecurring for entitlement to updates and bug fixes
Attention: Don’t forget internal costs!
AdvantagesQuickly put into operation
No investment costs for hardware
No operating expertise (server) required
Data always accessible to the customer
DisadvantagesData not in-houseInvestment in server hardware is required on an ongoing basis
Server must be maintained by the customer
Operating and backup responsibility lies with the customer

Requirements for operation in the ems Cloud #

Operation in the ems Cloud requires certain prerequisites to ensure optimal use of the platform. These requirements offer simple and effective use without the need for your own infrastructure.

The ems Cloud is completely browser-based. This means that all users can access the platform via a modern web browser without having to install additional software. This enables seamless integration into different working environments and significantly reduces maintenance costs.

Browser requirements #

To ensure the best performance and security when accessing the ems Cloud, it is necessary to always use the latest version of a supported browser. The following browsers are supported:

  • Google Chrome (latest version)
  • Mozilla Firefox (latest version)
  • Microsoft Edge (latest version)
  • Apple Safari (latest version)

Please check your browser regularly for updates to ensure that you are using the best functions and security standards.

Requirements for operation on the customer infrastructure (OnPremise) #

The following list is an example configuration. The exact requirements for the infrastructure are determined by the customer through parameters such as reliability etc.

Infrastructure requirements #

Database server #

The database server contains the central database of the ems system. Special users are also set up on the database server to enable access for the various programs and update systems.

  • SQL Server 2016 (or newer)
  • Database size approx. 300 MB per year

The Express Edition is available for up to 20 users, after that the Standard Edition is required

Document storage #

The document repository contains the documents that are created as files in the ems system. All documents are integrated by the ems system and the user has no access to the direct data.

  • Fileshare under NTFS with access by service users

The storage requirement depends on the use

Websites #

  • Windows Server 2019 (or newer)
  • IIS (included in Windows Server)
  • Storage space for websites approx. 200MB

Depending on the availability requirements, an NLB system should be used to distribute the load.
If external access to the websites via a proxy is not possible, an additional dedicated web server can be placed in the DMZ.

Application server #

  • Windows Server 2019 (or newer)
  • IIS (included in Windows Server)
  • Microsoft .net 4.8 Framework
  • Crystal Reports Runtime 13 (provided by SUBRIS)

The application server can optionally be operated on the same server as the websites.

Connections #

  • External DNS entry URL and certificate for using ems Web via the Internet
  • Access to the e-mail server with authorizations to send e-mails

Obligations and tasks of the customer #

Licensing #

The customer shall ensure the licensing of the servers.
This applies in particular to the Microsoft licenses for Windows Server and the SQL database.

Data security and backup #

The customer decides for himself how the backups are carried out.

Confidentiality #

The data structure and system parameters that are accessible to the customer are subject to confidentiality.

Change on-premise operation / cloud operation #

It is possible to switch between on-premise operation (operation at the customer’s premises) and cloud operation or vice versa at any time.
The following components must be migrated:

  • ems database
  • ems file storage
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Updated on 6. May 2025
ems Installation Tool
Inhaltsübersicht
  • Operating modes
  • Requirements for operation in the ems Cloud
    • Browser requirements
  • Requirements for operation on the customer infrastructure (OnPremise)
    • Infrastructure requirements
      • Database server
      • Document storage
      • Websites
      • Application server
      • Connections
  • Obligations and tasks of the customer
    • Licensing
    • Data security and backup
    • Confidentiality
  • Change on-premise operation / cloud operation

  • Privacy Policy