EBMS Server Manager Settings & Initial Setup

EBMS Server Manager must have settings configured properly to access company data through the EBMS software.

The following section provides information on the initial setup of EBMS Server Manager as well as an overview of the Server Settings dialog tabs.

Initial Setup

  1. The EBMS Server is installed during the Data Server Components installation as shown below.   Review the Initial Installation for instructions on installing EBMS on the data server.


  2. The following Data Path dialog opens automatically the first time EBMS Server Manager is launched:

  3. Note that the EBMS installation process will set permissions for some of the installation paths to facilitate the client install.

  4.  An information dialog will ask whether fatal error notification messages may be collected.  It is highly recommended that a user selects 'Send errors.' This will enable EBMS technical staff to give better service to the user and will benefit with ongoing product development. *Note: All information sent is encrypted and is used for diagnostic purposes only. No business sensitive data is transmitted.

  5. Setup information needs to be added to enable Email Notifications to company EBMS Administrators.

    Refer to the Server Settings Overview material written below for details related to entering the correct information on the Server Settings > Notifications tab.

  6. To begin accessing data, one or more company datasets needs to be stored in the 'Root EBMS folder.' (Refer to step one for the root EBMS folder location.)

Server Settings Overview

Server Settings > General

See the following examples of a typical EBMS data structure:

Server Settings > Advanced

The external communication settings must be configured before Apps and other tools outside the local area network can access EBMS.   Review Advanced Communications Settings for configuration details.