MyEBMS Apps

An App is a small application that can be run on a tablet or a smart phone that can access data within EBMS or write information to EBMS through a wireless network. These flexible EBMS Apps give the user the ability to read or write EBMS data from a convenient portable device such as a phone or tablet without requiring a traditional network connection to the EBMS software.  Eagle Business Software is committed to making EBMS data more accessible to mobile users.

EBMS software requires hardware that runs the MS Windows operation system or a Microsoft Remote Desktop (RDP) client to access a MS Windows Server from a non-Windows OS.  MyEBMS allows the user to run an EBMS app on a tablet or smart phone using either the Android or the IOS operating system.

There are a few apps that do not run on the IOS or Android operating system.   Review the following links for more details on these MS Windos only apps:

Most EBMS apps are extensions or add-ons to the base MyEBMS app.   

Complete the following steps to install the base MyEBMS app and connect to the EBMS software:

  1. Verify that the correct version of EBMS installed:   EBMS version 8.2 or latter is required to communicate with a MyEBMS App.

  2. EBMS Apps are purchased using subscription.  MyEBMS is downloaded from the various app stores rather than added from the EBMS server manager as other EBMS modules.   Contact an EBMS account manager to purchase an app licence:

  3. Use the following App stores to download the EBMS App:

    1. Use Google Play to download MyTime for a phone or tablet running Android:

    2. Use Apple App Store to download IOS apps for an Apple phone or tablet:

    3. Use Microsoft Store to download MS Windows apps:

  4. Configure the Advanced Communication Settings to setup advanced settings within the EBMS Server Manager to communicate to any remote app.   This important configuration is required for EBMS to communicate with a mobile app.    You can ignore this step if other Andoid and IOS devices are connecting to EBMS.

  5. EBMS Apps are managed within the Worker record of EBMS.    Open the Worker record by selecting Labor > Worker from the main EBMS menu.

  6. Click on the General tab as shown below:

  7. Associate the EBMS Login Name created under File > User Management with the employee record as shown above.    Review Security > Creating Users and Assigning Rights for details on creating security login names.  

  8. Click on the App Settings tab of the worker record as shown below:

  9. Add an optional user PIN that may be used in some EBMS apps.   

  10. Enable the Allow option for MyEBMS and any other additional app add-in.  In the example above, the license contains 3 EBMS apps but Mike Jefro only has access to 2 since the Allow option is enabled for MyTime and MyCustomers.   

  11. The Count column identifies the max number of users.   MyEBMS restricts the installation of apps to the total Count value.

  12. The Used column totals the number of workers that have been assigned to each app.  Repeat steps 10 - 12 for each additional desired MyEBMS module or enhancement.   

  13. EBMS apps are licensed per user or Worker unless the app is licensed by Site.  A Site license allows an unlimited number of users to access baed on the number of EBMS licenses.

  14. Click OK to save App Settings for this worker.    Repeat steps 5-14 for additional Workers that need access to EBMS.  

  15. Log into the MyEBMS app loaded onto the device in step #3.

  16. Enter Username and Password as configured in EBMS File > User Management.  Enter the security settings entered in step 7.

  17. Enter the EBMS serial number as the EBMS Server setting.  This serial number is located at the bottom of the same EBMS Server Manager > Advanced tab as the communications Relay Key.   Review Server Manager > Advanced Communication Settings for details.  

  18. Select the appropriate Company from the available list.    A company data set must have the Enable external services option enab led in the EBMS Server manager.    Review Server Manager > Enabling Access to Company Data to locate the 3 character data set code.

  19. Enable the Remember me option if the app is always used by the same user,

  20. Click on the Login button to link to the EBMS software.  

  21. Review the following for more details on individual app options:

    1. Customers:   Review Sales > Customers > Accessing Customers from EBMS for details on adding, viewing, or changing customer information.