EMS for Outlook consists of two main components: the Integration with Microsoft Exchange and the EMS Web App Add-In.
Integration with Microsoft Exchange Service
This service (typically installed where your EMS Web App resides) manages all communication/transactions between the EMS for Outlook Add-in (as well as the EMS client and EMS Web App) and the EMS database including checking room availability, booking the meeting in EMS, and managing changes. EMSForOutlook.msi will prompt the user for the Integration with Microsoft Exchange Web Service Address during the installation process.
Tip: The URL you enter during this process is stored in the application's configuration file and can be changed by going to Add/Remove Programs > Ems for Outlook > Change Installation > Change URL.
For complete instructions, see the Integration With Exchange guide.
EMS for Outlook Add-in (EMSForOutlook.msi)
This add-in should be 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 in 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 be configured properly in order to activate the EMS for Outlook for each Outlook user:
- The Outlook user must have an active EMS Everyday User account.
- The EMS Everyday User account must be assigned to at least one Everyday User Process Template with the Outlook option enabled.
- The EMS Everyday User account must be associated to an active EMS Group record.
- The EMS Everyday User must have an associated Contact.
Tip: “Group” may have been relabeled to “Client” or “Employee” in your EMS system.
Special EMS for Outlook configuration instructions can be found in the Additional Information section of this document.