EBMS Server Manager Overview

The Server Manager is used to create, organize, and manage EBMS data sets.  Multiple companies can use the same EBMS license if the data is located on a common server and the same individuals own all the companies.  Separate licenses need to be purchased in the data is located on multiple servers or any of the company ownership is different. The Server Manager is also used to configure system wide network settings and communicate technical information between Koble Systems and the EBMS administrator.  

Launching EBMS Server Manager

The EBMS Server manager is located on the data server that contains the EBMS data sets.  

Launch the EBMS Server Manager directly from the Windows OS within the network server that contains the EBMS data to open the following dialog:

Review Enabling Access to Company Data for data set details and instructions to make a data set active (blue) or inactive (gray).   

The following data utilities may appear on active data sets.

Any important setup function of this utility is to communicate proper information to Koble Systems.  Click on the Settings icon on the left navigation bar to open the General settings dialog as shown below:

  1. Enable the Opt in to Enhanced Support option.   It is important to enable this option so the EBMS software communicates key information to the EBMS team to allow the support staff to view a log of system error and to give timely support.   This option does not communicate senstive accounting information and is used for the sole purpose of enhancing the software and improving customer support.   
  2. Enable the Send e-mails to administrators to facilitate the communication of EBMS upgrades and patches.   
  3. Enter the system administrator emails in the e-mail address box.  Separate multiple e-mails with a semicolon.   Clock OK to save.

Review the EBMS Server Manager Installation & Setup section for EBMS Server Manager settings and setup information.

 The blue rectangles identify separate data sets.   The EBMS Server Manager will automatically include data sets that are within c:\EBMS\EBMS_Data path.  Note that the EBMS Folder setting identifies the root folder with the sub-folder always labeled as EBMS_Data.   Each data set is located within the idnvidual folders within the EBMS_Data folder.   

Click the Add Company option  to add a data set outside the standard c:\EBMS\EBMS_Data path.  Review the Enabling Access to Company Data in EBMS Server Manager section for information related to enabling or disabling access to an EBMS Company.

Multiple data sets (companies) can be grouped to restrict specific user data access.   Review the Creating Company Groups in EBMS Server Manager for details.

Reference Creating a New Company for details on creating a blank company data set.

, or Review Upgrading EBMS for details on using the EBMS Server manager to upgrade EBMS to a new version or to install an EBMS patch.

 

Review the EBMS Server Manager Troubleshooting, Maintenance, and Utilities section for instructions to use the EBMS Server Manager to troubleshoot and maintain EBMS data.   

The EBMS Server manager can also be used to schedule regular EBMS maintenance utilities.   Review Schedule Maintenance Tasks for more details.

EBMS Client/Server vs. Standalone

There are two different ways that EBMS workstations communicate with the EBMS server. One is referred to as 'standalone' and the other uses installed software called EBMS Client/Server. Standalone is only recommended if the workstation and the server are the same computer. For multiple workstations, the optional EBMS Client/Server module is recommended to better handle the increased network traffic and provide business data security.

EBMS Client/Server is an application that runs as a service on a Windows based operating system. All file access functions are managed by the server software running on the application server. This allows the clients to request specific information from the server rather than opening, sorting, and indexing the files individually.

EBMS client/server offers many advantages over the standard networked model of database access. Visit the EBMS Client/Server Module page for more details on this option.

The Windows server machine that is running EBMS Client/Server should be dedicated to data sharing and should not be used as a workstation. EBMS Server Manager manages both configurations.