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changes.mady.by.user Elliot Dooleysmith

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Info

This integration was added in v1.4, check out the full release notes for this version here v1.4, v1.4HF1 - July 2019.

Excerpt
This guide is currently being worked on, for more information on this integration please contact helpdesk@qedas.com.

Prerequisites

In order to connect ResourceXpress to your EMS scheduling software the following will be required:

  • EMS Platform Services API version 44.1.19000.180 or higher. To check your version navigate to your Platform Services status URL e.g. http(s)://<servername>/EmsPlatform/status

  • An EMS Platform Services Integration Account, see this section for the account requirements

  • Access to the EMS Desktop Client and SQL database

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titleIntegration Account Configuration

An integration account is required to enable authentication and two way communication between ResourceXpress and EMS Platform Services. To create the integration account:

  • Log into the Platform Services admin page e.g. http(s)://<servername>/EmsPlatform/admin

  • Click Integrations from the left pane.

  • Click New Integration Client

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  • Populate the required fields per the below

Name

<Enter a suitable name>

Type

Partner

Role

All Routes

Audience

Client Audience

Active

Yes

Enable Logging

No

Allow this client to book without Everyday User Templates and Ignore Booking Rules

Yes

Everyday User Authentication Required

No

User Authentication is Persistent

No

Everyday User Authentication Method

EMS Native

  • Click Save Changes

A client secret will now be generated and shown at the top of the page. Copy the newly created Client ID and Client Secret for later use.

Note

Once you close this page the client secret will not be viewable and cannot be retrieved.

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titleResourceXpress System Settings

Once the Platform Services Integration Account has been created you can configure the integration details in ResourceXpress.

  • Navigate to Administration Settings - System Settings - Resource Server and populate the fields per the below

Server Host Name

Note

The URL entered here is case sensitive and should be entered in the exact format shown on the right including the last '/'

Enter your Platform Services URL in the format

http(s)://<servername>/EmsPlatform/api/v1/

Server Port

80 or 443

Resource Login User ID

Enter the Integration Account Client ID

Resource Login Password

Enter the Integration Account Client Secret

Resource Login Domain

Enter your company domain

  • Click Save

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titleConfiguring Resource Profiles

Each resource profile in ResourceXpress is linked to a resource profile in EMS. Before configuring ResourceXpress you should have the EMS profiles already created.

For each profile in EMS you will need the individual ID number assigned during creation, to retrieve this ID number

  • Open the EMS Desktop Client

  • Navigate to Configuration - Facilities - Rooms

  • Open the properties of the profile you are adding to ResourceXpress and navigate to the Audit tab, make a note of the ID number shown at the bottom of this view

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  • In ResourceXpress navigate to Administration Settings - Resource List and click +Create

  • Populate to below fields in the Resource Info tab

Resource Name

Enter the EMS ID number from the Desktop Client

Resource Name - Display

Enter the name you want to appear on the room panel/desk device

  • Ensure the Booking System type is set to EMS in the Connection Properties tab

Info

To configure the remaining Resource profile settings please refer to Create and Edit Resource Display Profiles