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EMS Software, LLC

EMS for Outlook Technical Overview

 

EMS for Outlook is comprised of two main components – The PAM Web Service and the EMS for Outlook Add-in.

 

  • PAM Web Service - This web service (typically installed where your Virtual EMS site resides) manages all communication/transactions between the EMS for Outlook Add-in (as well as the EMS client and Virtual EMS) and the EMS database including checking room availability, booking the meeting in EMS, and managing changes.

 

EMSForOutlook.msi will prompt the user for the PAM Web Service Address during the installation process.  Once entered, a new key is created in the user’s Windows Registry to store this URL:

 

32-bit machines:  HKEY_LOCAL_MACHINE\SOFTWARE\Dean Evans and Associates

 

64-bit machines:  HKEY_LOCAL_MACHINE\SOFTWARE \Wow6432Node\Dean Evans and Associates

 

  • EMS for Outlook Add-in (EMSForOutlook.msi) – COM Add-in installed on your users’ desktops.  This file exposes the EMS Room Scheduling option on the Outlook Calendar Appointment form.

 

 

 

By default, the EMSForOutlook.msi installs all of the files required by the EMS for Outlook Add-in within the following locations:

 

32-bit machines - C:\Program Files\EMS for Outlook

 

64-bit machines - C:\Program Files (x86)\EMS for Outlook

 

 

This location can be changed during the installation, but it is recommended that you keep the default.

 

EMS must also be configured properly in order to activate the EMS for Outlook Add-in for a particular Outlook user.

 

  • The Outlook user must have an active EMS Web User account.
  • The EMS Web User account must be assigned to at least one Web Process Template with the Outlook option enabled.
  • The EMS Web User account must be associated to an active EMS Group record.

 

Note:  “Group” may have been relabeled to “Client” or “Employee” in your EMS system.

 

EMS configuration instructions can be found in the Additional Information section of this document.