FMS-Employee-integration-guide-Envoy

1. Prepare FMS:Employee

The purpose of this section is to detail the steps required to prepare FMS:Employee to allow the Embrava DMS to connect and display Desk availability on the Embrava Desk Sign.
‍
Two steps are required to prepare FMS:Employee for a connection with the Embrava DMS:

Create Service Account: Which the Embrava DMS will use to authenticate against your FMS:Employee instance when synchronizing Desk reservations.

Gather Service URL: This is the FMS:Employee API Endpoint the Embrava DMS will use to send and receive Desk reservations.

These steps are detailed further below:

Create Service Account

For the Embrava DMS to authenticate against your FMS:Employee instance, the Embrava DMS requires you to create a unique FMS:Employee Service Account.

Follow the steps below to gather your FMS:Employee Account ID:

Contact your FMS:Employee Account Manager to have them provide you the Username and Password of the Service Account to be used by your Embrava DMS instance.

Gather Service URL

To allow your Embrava DMS to send and receive reservation information to your FMS:Employee instance, the Embrava DMS needs a Service URL.

Follow the steps to gather your unique Service URL:

Contact your FMS:Employee Account Manager to have them provide you the Service URL to be used my your Embrava DMS instance.
a. The Service URL should be in format: https://xxxxx.resourcescheduler.net/

This completes the FMS:Employee preparation steps. You are now ready to connect your Embrava DMS to your FMS:Employee instance.

2. Connect Embrava DMS to FMS:Employee

The purpose of this section is to describe how to connect the Embrava DMS to your FMS:Employee instance.

Use the following steps to connect the Embrava DMS to your FMS:Employee instance:

Follow the Wizard until you get to Step 2 – Connect your Platform. Select FMS as your Platform and click Next as shown below:

Enter the Username, Password and Service URL gathered in Section 1 – Prepare FMS:Employee.

Once you have entered the Username, Password and Service URL, click Test Connection to confirm that the Embrava DMS can now communicate with your FMS:Employee instance.

Once the connection is tested successfully, click Complete Step 2 to finalize the Embrava DMS connection with your FMS:Employee instance.

You are now ready to create a default Desk Sign configuration.

3. Create Desk Sign Configuration

Once you have successfully connected your Embrava DMS to your FMS: Employee instance, you must create a default Desk Sign configuration so that when your Desk Signs are first powered and connected to a network they will pull down and use this configuration from the Embrava DMS.

Create a default Desk Sign configuration by completing Step 3 of the setup wizard as shown below:

Enabled Components – Enable network and card reader components. 
Network: Choose the network type the Desk Sign should use to connect to the Embrava DMS. 
Card Reader: Enable the 125KHz or 13.56MHz card reader based on the security badge you will use.

Wi-Fi Details – Specify credentials if connecting the Desk Sign to a Wi-Fi network.

Alert Settings – Different settings that control the state of the Desk Sign. 
Alert mode: Specifying if the device will display workspace or user availability 
Booking Duration: The default booking duration that is used when a user taps their security badge to create a booking on the Desk Sign. A value of ‘0’ creates a reservation for the full day.  
Ending Alert Time: The amount of time remaining in a reservation where the Desk Sign will change to the Ending state to alert the user that their reservation is about to end.  
Enable Clean state: Display the Requires Cleaning state when a checked-in reservation has ended.

Display Settings – Used to control what is displayed on the Desk Sign screen. 
Name Display: Toggle between displaying the name of the event/reservation and the owner of the reservation. 
Anonymize Name: Prevent the name of the reservation from being displayed on screen to keep the reservation private.

Time Settings – Specify the time format and time servers the Desk Sign should use to synchronize and display time.

Workspace Status Settings – Define which colors the Desk Sign should use to depict the workspace status: Available, Reserved, Checked-In or Ending.

Once you have created your default Desk Sign configuration you are ready to map the Desk Signs to a Desk in FMS:Employee.

4. Map Desk Signs to Desks in FMS:Employee

The purpose of this section is to illustrate how Desk Signs are mapped to Desks in FMS:Employee.

For a Desk Sign to manage the availability of a Desk in FMS:Employee, the Desk Sign must be mapped to that Desk within the Embrava DMS.

Use the steps below to map Desk Signs to Desks in FMS:Employee:

Select “Devices” in the main menu. Create a new Device by clicking the “Add Device” button as shown below.

When adding a new device, enter the serial number of the Desk Sign as the ID and then use the Desk search to find the desk you wish to map the Desk Sign and click Add Device as shown below:

Once added you will see the new device listed with its mapped Desk as shown below:

The device will automatically inherit the default configuration you prepared in Section 3 – Create Desk Sign configuration. Click the Edit icon as shown below if you wish to customize the configuration of your newly added device.

Repeat steps 2-3 above for all Desk Signs you would like mapped to a Desk in FMS:Employee.

Note: For bulk mapping of Desk Signs to Desks in FMS:Employee, please complete the appropriate CSV as per our
Installation Guide and provide this completed CSV to our support team on support@embrava.com.

Now all your Desk Signs are mapped to Desks in FMS:Employee, you must now add users to your Embrava DMS so that any Desk reservations your users create in FMS:Employee will be displayed on the Desk Sign.

5. Adding Users

The purpose of this section is to describe how users and their badge numbers are added to the Embrava DMS.

When integrating with FMS:Employee, all user data is held within the FMS:Employee user repository. Since FMS:Employee is yet to support badge numbers/employee IDs, we must map badge numbers to FMS:Employee users within the Embrava DMS.

To add an FMS:Employee user to the Embrava DMS and assign them a badge number and employee ID so that they can tap a security badge or enter an ID to book a space, please following the steps below:

Select “Users” in the main menu and click “Add User” as shown below:

Enter the Email Address of FMS:Employee user as the External ID and enter their badge number and employee ID as shown below:

This user can now tap their security badge on the Desk Sign to automatically create a Desk reservation in FMS:Employee.

With Desks mapped to devices and users added to your Embrava DMS, your Embrava Desk Signs are now ready to manage the availability of your agile workspaces.

Integrate with

Overview

The main features of the solution include:

Desk Sign

Embrava DMS

Stored in FMS:Employee