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changes.mady.by.user Elliot Dooleysmith

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changes.mady.by.user Simon Barlow

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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.

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  • 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 the below Integration Account Configuration section for the account requirements

  • Access to the EMS Desktop Client and EMS 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 in to the Platform Services admin page e.g. http(s)://<servername>/EmsPlatform/admin

  • Click Integrations from the left pane.

  • Click New Integration Client

  • 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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titleEMS User Authentication

ResourceXpress can utilise existing EMS user (group) accounts for device-level authentication via the Platform Services API.

To enable this feature navigate to Administration Settings - System Settings - User Authentication in the ResourceXpress admin console and select one of the below two options for the Authentication Protocol

  1. Use Resource Profile Settings - This option will utilize the Platform Services API settings specified in the Global Resource Credentials section under System Settings - Resource Server

  2. Use EMS Settings defined below - This option allows you to specify a different Platform Services URL and client credentials if required for example if the EMS user accounts are hosted in a different EMS instance than the resource profiles

Info

Once you have configured the User Authentication settings you can enable device-level authentication. For further information please see Interactive Tab

There are two values in the EMS group record used for User Authentication at the devices. By default, the field used for Access (PIN) Code is Personnel Number and the field used for RFID is Badge Number

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Note

When adding users as Attendees be aware of users with multiple mail accounts of similar names e.g John Smith and John J Smith. For attendee authentication to work the correct attendee booked must be the same account as the attendee checking in.

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titleSetup and Teardown

“The hours, or fractions of hours, that you add to the event time in EMS to allow staff to prepare a room for the event or to clean up after the event. If Setup time is a set to 0.15 this equal to 9 mins of setup time before the meeting begins. Setup/Teardown times are set in the EMS Desktop client.”

Smart Booking
Bookings made using ResourceXpress devices need to be set to start with enough time so that the Setup time for the new meeting does not overlap with the Teardown time of the previous meeting. The following error appears if there is an overlap.

Warning

Create Meeting Failed::ERROR: Problem occured while creating the booking. Contact your Administrator.

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Check In

Note

The option Update Booking Start Time found under the Interactive Tab - Check In should be set to No when integrating to EMS resources.

Prior to the booking starting the Check in button will flash and the LEDs will be amber, the amount of time the Check In button is visible can be configured under the Interactive Tab - Check In.

For bookings with setup and teardown, the Check In option is synchronized with EMS. It is recommended the Check In settings are the same as those in EMS. The Check In button is displayed as per the settings even if it that time is setup time.

The meeting will automatically start if not checked in with the option to Check In still available. If not checked in the meeting could automatically cancel if Auto Cancellation option is enabled in RX Admin Console.

Once the booking has completed the Clear (tear) down time begins allowing time to vacate the room and return it to its usual condition.