Author: Elizabeth Stanley

In early January 2023, Microsoft altered Cloud-hosted Exchange Sync for Exchange Online/Outlook 365 to not allow Basic authentication. This disables the Exchange Sync for On-Premises Workplace Customers due to Authentication requirements. However, this does not currently affect On-Premises Exchange Servers that do allow Basic Authentication. We...

Current Situation An image of the Microtouch kiosks was released with an issue of consistently losing their drivers. With most drivers, this just means a mandatory restart to let the kiosk continue functioning, but when it's the network drivers that drop, the updates will not be...

What is EIOBoard? Quickly see who is in and out at a glance! EIOBoard (short for “Electronic In-Out Board”) is asimple and easy to use desktop, online, and mobile software tool used for employee attendancetracking, time and attendance, interoffice communications, and more. Our in out board...

Overview This guide will help set up the EIOBoard kiosk software as a COVID-19 Health Screening system.  This guide will also cover how to set up a label printer and camera. Creating Custom Fields To add custom Covid screening questions to the kiosk, custom fields must be created...

Overview This document will cover how Workplace integrates with Microsoft Outlook and Microsoft Exchange.Customer-Hosted customers can integrate with their Exchange server so that it synchronizescalendar events with the Workplace server, allowing users' statuses to change automatically based onthe events in Exchange. Both Workplace-Hosted customer and Customer-Hosted...

Overview This guide describes the process of configuration for a temperature sensor to be used with EIOBoard Kiosk or Touchless Self Check-In.   The sensor can be connected via wifi connection or ethernet cable. A power cord and ethernet adapter are provided with the sensor. The temperature sensor...

Email to Channel by Channel Email 1. In Slack, you can generate an email for that channel. This will let any Savance notification sent to that email be delivered to the Slack channel. To get this email, right-click the channel you wish for the alerts to...

Enter the Kiosk Settings Go to 'Visitor Management'->Label Printing With DYMO Printer  Select the (DYMO Native) Printer from the List Select the template.-Either a default DYMO Label File or one provided by Savance. You can also make your own using the DYMO Connect Software Once...

I'm excited to announce our new Savance Workplace Knowledge Base is ready to start using! With a way better search, breadcrumbs so the categories are actually helpful, and a much better category system in general, you will be able to find articles without having to know...

3xLogic End of End User Support Please note due to a change in 3xLogic's support agreement: "Please note that End User support is ending October 1st, 2022.  We have made this decision, because we feel in order to provide the best possible experience, your dealer or installer...

Accessing Settings While Logged In If you're already or still logged in, you can also access the settings through the Gear Icon in the Toolbar(if it's not visible, check under the 'more' menu) Through System Tray By Default, the EIOBoard application appears on the system tray. This means that...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] The URL for the Cloud-Hosted services has been updated to use https://cloud.savanceworkplace.com. As part of several security and scalability initiatives, as well as a rebranding from EIOBoard to Savance Workplace, Savance has changed our primary cloud URL, and...

Basis for the changes: Directory Search In the previous system ADSync was performed using PagedSearch, in server version's past 10.3.47, the AD Sync is performed by Directory Search ,which is more stable when compared to PagedSearch. In Paged search, there may be a difference in number of...

An improperly defined installation path might lead to conflicts when saving management settings in the Savance Workplace Server console. Whether this is the core issue or not, the methods below can help enable AD Sync for your Savance Workplace server. This problem is often noticed...

The Active Directory (AD) Sync is an easy way to import users into EIOBoard from your company.  The system does this by looking at the AD user names and matching them with the EIOBoard users.  If the user name in AD is not found as...

If you are encountering an error after upgrading from an older version of Savance Workplace that displays either of the following messages in the web browser:   Or if you encounter the following in the Application/Add-in: To resolve the issue, follow these steps:: Open your Savance Workplace...

If you are receiving a LDAP error, you are experiencing an issue with accessing and maintaining distributed directory information services over an IP network. In this case you are most likely experiencing issues with active directory. For fixing this error there are three different troubleshooting...

You can use Control Panel's Administrator Tool called ACTIVE DIRECTORY USERS AND COMPUTERS to export your users with their email address information.  To manually export all the relevant information for use by EIOBoard, there are a couple steps to perform: Change the display to show...

If you are a Customer-Hosted customer, you have the option to allow users to automatically log in to the EIOBoard Browser Interface based on their Windows credentials (if their Windows credentials match their EIOBoard credentials). This is a perfect way to take advantage of EIOBoard’s...

Sometimes nearly all users throughout an organization will need their PC to automatically log in to EIOBoard based on who is logged into Windows (Windows Authentication). However, sometimes multiple users will access a single Windows log in, such as a group of secretaries at a...

When setting up connections to a Microsoft Online Services hosted Exchange, the domain field should be left blank.  Hitting the test button gives a successful message.  However, when hitting the save button, a message appears saying that the domain must not be left blank.  This is a known...

This article describes an issue where users are not imported using the Savance Workplace AD Sync (Active Directory Sync) tool from the Savance Workplace Server Admin on your Savance Workplace server or they are missing from the template and cannot be selected. This can happen...

This article addresses an issue where users are accidentally deleted through the Active Directory Sync feature of EIOBoard, then added back again, but all their status history and other information is missing.  This can happen when a user who was originally added through the AD...

If you are using the Active Directory Sync (AD Sync) tool built into the EIOBoard Server (versions 6.1 and above) you may experience an issue where you disable a user from the Administrator, but the next day the user you disabled appears enabled again. This...

If you are using the Active Directory Sync (AD Sync) tool built into the EIOBoard Server (versions 6.1 and above) you may experience an issue where you enabled a user from the Administrator, but the next day the user you enabled appears disabled again. This...

Background: The 'web.config' file holds different assemblies required for other applications to interact with the EIOBoard Server. Otherwise, the website will remain unaffected. Our various applications contact the EIOBoard Server through various services. This error can occur on a Kiosk, Mobile, Outlook Add-in, or Desktop application.   The Error...

The Compilation Error is an error that can be fixed by making changes to the Application Pool.     This is what the page will look like. The "Description" will read something along the lines of "An error occurred during the compilation of a resource required to service...

If you have tight firewall settings, it is possible that this will impair some of Workplace's features. Below is a list of things that need to be excepted (and relevant documentation) Port 80 will need to be opened for the IIS site Port 443 will...

When attempting to deploy a .NET 3.5 website on the default app pool in IIS7 having the framework section set to .NET 4.0, you may get the following error: "There is a duplicate 'system.web.extensions/scripting/scriptResourceHandler' section defined."   This error occurs because you are using.NET Framework 4.0, which means...

The IIS logs can fill up the hard drive.  IIS settings can be tweaked to control logging.  You can move the log to another drive or turn off logging all together. In Internet Information Services (IIS) Manager, you can configure logging at the virtual directory...

Note: This applies to Customer-Hosted customers only since EIOBoard-Hosted will always point to www.eioboard.com. If you are running the Customer-Hosted Edition of EIOBoard on one of your servers and would like to configure outside/remote access for any of our interfaces (mobile, app, Outlook Add-in, browser, kiosk,...

Usually your DNS host or ISP will manage this for you.  Internally, many organizations have a DNS server on their Windows Servers.  An A-record defines a sub-domain.  You can review your host by using http://www.iptools.com/ and putting in your domain.  You can also use whois...

Web Service If after installing the EIOBoard Web Service the page that loads displays a generic error saying the page cannot be displayed or the page cannot be found, most likely the issue is that .NET 2.0 was installed before Internet Information Services (IIS) was installed. ...

Open EIOBoard Server Administrator on your EIOBoard Server Go to the SQL Tasks tab. Double-click on the “Backup Database” task or click it and press 'Edit' Note the “@BackupName” variable, the value of this will be the file name.  Note the “@BackupLocation” variable, the...

To restore an EIOBoard backup database, the first thing you want to do is to locate your database backup file (by default is SolutionSavant.bak) in the backup location that you specified during login.  If you don’t know where this is, follow these instructions, “How to...

If you have added Future Statuses to EIOBoard (such as through Outlook Sync. or Exchange Sync.), EIOBoard is not currently able to delete all these statuses automatically. A user may open the EIOBoard calendar, right-click each event, and delete each individual event if necessary. However,...

If you're migrating your server you'll need to create the backup file to move to the new server. It is also considered good practice to backup your database before major upgrades of either EIOboard or the server itself. Fortunately, there are two ways to easily...

The error “Execute with results failed for database _______ is caused when the SQL credentials are for a user with too low of permissions to perform needed tasks.  The EIOBoard installer runs an upgrade script on the master database referencing the SolutionSavant database.   To resolve the...

When installing EIOBoard, it's possible that you may run into a SQL error similar to this one: "Cannot resolve collation conflict between "Latin1_General_CI_AS" and "SQL_Latin1_General_CP1_CI_AS" in CASE operator occurring in SELECT statement column 1." The error itself will only be found in the install logs.  It will...

The error "CREATE DATABASE failed." is an error that takes place when installing the EIOBoard server. Even though the error takes place during the installation process, the EIOBoard server will usually finish installing. Since the EIOBoard server finishes the install, we have to start with...

Make a Backup When making any changes to the database, you will want to make a backup so that you do not have a chance of losing any data. To make a backup of the database you have two options: Option 1 – Use SQL Management Studio ...

This article applies if you are receiving the following error when upgrading your EIOBoard database: "Stored procedure 'sys.sp_dbcmptlevel' can only be executed at the ad hoc level." Note: Because you are editing the EIOBoard database, you must be very careful to not change any other settings or database...

Cloud customers are able to send texts to a recipient without requiring a cell carrier.  To do this, the company setting “Send Texts Direct to Recipient” must be enabled.  This setting is available in version 10.1.23 or higher. Once this setting is enabled, you will...

Prerequisite Add Phone and Carrier *Only the Administrator has the privileges of turning Text Messaging on or off. Open the Administrator Screen form either the Website Interface, Application, or Outlook Add-In Click on the User you want to enable Text Messaging and click Edit. Enter the cell...

Sometimes Customer-Hosted EIOBoard users are unable to send text messages to cell phones, even though their mail settings on their server are correct. Please make sure that you have a SMTP username and password keyed into the settings screen. Cell phone carriers do not usually...

Sometimes it seems a little confusing when you refer to EIOBoard's texting feature because you may not know that there are actually two texting features. They each have different functions and require separate licenses. This knowledgebase article will go into brief detail about these two features.   The...

Make Sure "Validate Credentials with Active Directory" is checked "validate credentials with active directory" is always unchecked after an upgrade. That allows users to sign in with their username as their password. Recheck box after the update to restore using AD Password To do so, Open EIOBoard Server...

Background Some Server Upgrades from version 9 to version 10 require manually removing old DevExpress assemblies. When manually uninstalling EIOBoard, the old versions of these assemblies remain. You will receive a similar error after login telling you the website cannot decide which to use. Resolution The best resolution is...

For version 10.0.45, and up On-Premise installer in advanced mode, you must use this command line entry: Place the installer .exe file in a known location.  For example: C:\Installer\ Open a Command Prompt as Administrator Type (or paste) the following command replacing this version number...

Version 10/11 The latest release requires Windows Server 2016 (any edition), 2019, or 2022. The installer will automatically download any prerequisites and install them (which may require a reboot). In the event of needing to install any prerequisites manually, they can be found here: .NET 4.8: https://dotnet.microsoft.com/download/thank-you/net48-offline ...

EIOBoard Server Running Make sure the EIOBoard Server program is running on your EIOBoard server either as an Application or as a Service. You can check by going into the Task Manager and on the “Processes” tab end the “EIOBoardServer.exe” process. Make sure “Show processes from...

Running EIOBoard on Server 2012 Install .NET Server Manager -> Dashboard -> Add roles and features, Next, Next, Next, Next, Click the .NET Framework 3.5 Features Also, check the ASP.NET 4.5 under the .NET Framework 4.5 Features   If you do not install .NET, this error will come up when...

If you receive the following error while attempting to upgrade the EIOBoard server: "Metabase Compatibility is not Enabled" "Metabase Compatibility is not enabled on IIS 7.0, it must be enabled in order to continue the installation."   And you have insured that the option is checked in Server Roles,...

EIOBoard organizations are an excellent way to separate different groups of users in your EIOBoard if you are Customer-Hosted. It allows you to do the following: Create different company settings for each organization Limit user visibility so users can only view other statuses of users...

This article contains a possible solution for an error you may see opening EIOBoard in any of the interfaces.  The error message is: Configuration file is not well-formed XML This can occur if your SQL password has a special character, such as an ampersand (&).  To solve...

If you are a Customer-Hosted customer and would like to upgrade your server, there are a few steps to follow as well as a few options that are important to note. There is no need to reboot the server, stop services, or do the upgrade after...

Here is the location of the EIOBoard Server registry keys, for cleanup purposes.  These registry entries are not removed when the EIOBoard Server is uninstalled.   Clearing out the registry settings is known to solve some problems with the EIOBoard Server, such as an issue with selected...

Make Sure Port 5222 is Open The main cause of Chat problems with EIOBoard is the traffic is being blocked by a firewall. By default EIOBoard Chat runs on port 5222, so you may need to enable this port on the client’s firewall. If you are...

On-Prem Customers If you are a Customer-Hosted user there are two places you need to make sure chat history is enabled; on the server and on the client. To enable the Chat server via your Customer-Hosted server, you must open up the Workplace Server program. Go into...

Normally, you should be able to remove your EIOBoard Server through Add/Remove Programs, Change or Remove a Program, or Programs and Features. However, if some sort of corruption occurred during the installation, you may get this (or a similar) error message preventing an uninstallation:     Here are...

The My Customers feature is a handy tool that is easy to use and is helpful for organizing your customers based on your representatives, where the company is located, all the contact information for the company and its employees, etc.  When you first open up the...

The Timesheet button is available for checking status history. If the button is missing for users, here are some troubleshooting steps: Check the More menu to see if Timesheets is hidden in there. Go to the Toolbar tab in the EIOBoard Settings menu. Ensure that "Show Timesheets...

In order to save the window size and position of the EIOBoard Application Interface, you just need to go into the Settings, and on the “Views” tab, click the “Save” button in the “Window State” frame as shown below.   You can also click the “Default” button...

Before you import Timecards into QuickBooks from the EIOBoard Timecard export, QuickBooks must be configured to track time.  To verify or change this, complete the following steps: Open QuickBooks and login with the Administrator account.   Click the “File” menu and select “Switch to Single-user Mode”...

The “More” tab is used to provide additional status information for the selected worker. The information can be chosen to be displayed for everyone to see on the main screen.   Using the “More” tab: 1) Click the “Status:” button 2) Click the “More” tab   3) Select the values under...

If you are using a silent install for the EIOBoard Application Interface or the EIOBoard Outlook Interface, it may be necessary to check if you already have EIOBoard installed. There is a registry entry that will tell you if EIOBoard has been installed. For the EIOBoard...

Silent installations are installations that run without a user interface and are completely automated. Often on a large scale deployment, network login scripts are run for users that automate drive mapping, software and hardware inventory, and automated installations. In addition to scripts, Group Policy and...

Changing Timeout Option If you want the Status Change prompt to timeout when you are shutting down the PC, go to the “Startup” tab in the EIOBoard Application settings and check the “Timeout after X seconds” checkbox.  The timeout value is set to 15 seconds by...

Automatically Start EIOBoard To make sure EIOBoard starts up automatically when the computer starts up, just add the following to bottom of the Registry file: [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Run] "EIOBoard"="C:\Program Files (x86)\Savance\EIOBoard Application\EIOBoard.exe"   Alternatively, you can go to your EIOBoard Settings, and check Automatically Start Application on Startup....

Here are the required controls for the EIOBoard .NET Application Interface and EIOBoard Outlook Interface. version 10 EIOBoard .NET Application Requirements: C++ Redistributable 2010 SP1 (x86 and x64: https://www.microsoft.com/en-us/download/details.aspx?id=26999) .NET Framework 4.6.2 (http://go.microsoft.com/fwlink/?linkid=863265) Visual Basic Power Packs: https://go.microsoft.com/fwlink/?linkid=321343 EIOBoard Outlook Interface Requirements: Visual C++ Redistributable for Visual Studio...

To deploy settings which apply to the user currently logged into the PC you can push settings out to HKEY_CURRENT_USER.  You can also deploy settings which will apply to all users that would log into the PC by applying the setting to HKEY_LOCAL_MACHINE. You can download...

The EIOBoard Application Interface and EIOBoard Outlook Interface are fully supported on a Terminal Server.  Since the settings are all stored in the registry under HKEY_CURRENT_USER for a normal installation, you must use a special key to deploy the default settings for a terminal server user to aide in...

To create a Timecard do the following: 0. Have the Export Template and Payroll Types created via the Desktop Application Admin: See this Knowledgebase Article 1. Click the “Timesheets” button in the EIOBoard Application Interface. 2. Click “Create Timecards”.   3. Click “New List”, enter a name when prompted, check...

Web Browser and Desktop Application A standard view (default) or mini-view is available for the EIOBoard application and Web Browser. Standard View In the Standard View, you can see everyone that matches your current set filters listed, and along with all the information for your selected column headers. To...

This page provides details on how to create the payroll export template and send time data to Paylocity.  For reference, here is the full Paylocity Time Import Specification. In order to send time card data to Paylocity, you must Create Timecard for a given time period,...

Version 10/11 The latest release requires at least Windows 7 OS. Theses are the Pre-requisites the computer will need to be able to download: C++ Redistributable 2010 SP1 (x86 and x64: https://www.microsoft.com/en-us/download/details.aspx?id=26999) .NET Framework 4.6.2 (http://go.microsoft.com/fwlink/?linkid=863265) Visual Basic Power Packs: https://go.microsoft.com/fwlink/?linkid=321343 The installer will automatically download any prerequisites...

Create a new Payroll type: Open the EIOBoard desktop application Navigate to "Administrator" at the top of the window Select the "Timecard" tab at the top of the screen Select "Payroll Types" in the new tabs that appeared under the "Timecard" tab Click "Add" at...

EIOBoard is capable of sending emails in the form of Text Messages, Notes sent via email, Help Desk requests, and Forgot Password requests. At this time, only Customer-Hosted users can view or resend Text Messages or Note emails. To access previously send Text Messages or Note...

EIOBoard has the ability to perform status updates for multiple people at once. This feature is only available for users who have are an EIOBoard Administrator or an EIOBoard Receptionist. Open EIOBoard and click on "More" in the toolbar. Then select "Group Status" from the drop...

This setting can be set by individual users on a per user basis or it can be set by an administrator user as a deployable setting and locked so it cannot be changed by non-admin users. Company User Setting: To change this setting and deploy it to...

Embedding EIOBoard in your main site could be a nice way to build awareness and engagement. Also, we can automatically log in a user Windows Authentication. The very easiest way to set your EIOBoard in your organization's website is to use an iframe. The source...

With the EIOBoard status board you are able to specify which headers are available to view. Each person has the option to have different columns and arrangements. They can be added, removed, and sorted by following the steps below. Choose Column Headers: 1) Right click the column...

EIOBoard's Browser Interface gives you the option to view the status board, change your status, and more. This interface can be convenient because no installation is required on your computer, and it works on any operating system. To open the browser interface, simply go to...

Table of Contents Introduction How to Create the PowerPoint with EIOBoard Embedded Using LiveWeb in PowerPoint Auto Looping Start EIOBoard SlideShow on Startup     Introduction PowerPoint is a useful tool to use for full screen presentations where you can include static and dynamic data in the form of...

By default EIOBoard sorts the users by last name, then first name. If you wish to change this to sort by first name, then last name there is an organization setting for this. Just go into the Administrator and click the “Global Settings” tab. Then...

"Remember Me" allow our website to remember your login for future sign ins. This can be a quick way to access your Savance Workplace Important notes: Make sure you do not log out of Workplace or click the “Forget Me” link as this will result in...

Yes, Mac users can access EIOBoard using the Browser Interface. At this time we do not have an application for Mac. If Mac users need to use the EIOBoard Application Interface or even the EIOBoard Outlook Interface they can do so using a Terminal Server or...

Assigning users to particular groups can be done in several ways. Admin Panel The easiest way to add several members at a time is to head to the admin panel and the groups page. Select a group and choose “members” Then add or remove as many users as you...

Here are multiple ways to add a user to a particular location in the browser interface. 1. "Groups & Locations" setting The first option is to head to the admin page and select “Groups & Locations” Next, select a location and click “Members” Finally, choose which users should be...

Yes, you can replace the default logo by uploading your company logo (Pictures add-on is requested for Customer-Hosted customers to upload and manage pictures).  Our page can also be embedded as a frame or a web part to a master page.  We can support hosts like SharePoint and...

Yes, the administrator was first available in the Browser Interface and then was added to the Application Interface so almost all administration functionality is available in the Browser Interface. However, the Administrator for EIOBoard cannot change their own username in the Browser Interface, but can...

Yes, the chat option can be disabled for a whole organization via the Administrator Organization Settings. Simply follow these instructions: Open the Administrator by clicking on 'Administrator'. Go to the Company Settings tab. Click 'Edit'. Be sure to check Application Chat Disabled. Lastly, click...

You can Disable Automatic Update company wide or for each individual user. For the company wide setting you will have to have Administrative privileges. How to Disable Automatic Update Disable Automatic Update "Company Wide" Open the Application or Outlook Add-In and choose 'Administrator' Go to the Company...

After upgrading a Customer-Hosted server or the EIOBoard-Hosted servers are upgraded, the clients will automatically prompt to upgrade to the latest version unless the company setting, “Only prompt for required upgrades” is checked.  When this occurs, version 7.1 and earlier use FTP to attempt to...

User Account locked Web Browser Whenever you get this error on our Web Browser Login (Example: https://cloud.savanceworkplace.com) Solutions: Contact your EIOBoard Admin to assist in logging in. They can unlock accounts instead of waiting the 1 hour time (EIOBoard Admins see below on how to unlock users) Cloud...

How to Manually Add Users Select Admin Select Users under Users & Security Select Add User Put in the required information(Fields in yellows are one set to required): Click Create User Video Guide https://www.youtube.com/embed/UZDu19FSc2I   Excel Spreadsheet Import Web-Based User Import You can also batch import users via an excel on...

How to Customize Fields With EIOBoard, you can add new custom fields to display information, or edit existing fields to the names and formats you want them in. Types of Fields The first thing to note before finding a field to edit or adding a new field is...

Web With the release of version 10.2.3 came a change in status colors in the EIOBoard as well as the ability to easily customize and create new status colors.  To create a new status color, go to the administration panel in the web application and select...

Web-based Excel Spreadsheet Import The User Import Wizard allows administrators to add relevant User information from a spreadsheet into Savance Workplace. The spreadsheet needs identifiable headings to match standardized or custom fields. There is a sample import spreadsheet at the end of this article. . The...

As Administrator, you have the ability to ignore future status updates for users. This can come in handy if a user is out sick or on vacation, and they have future statuses in place for Meetings, Lunch, etc. When this option is enabled, it will prevent users...

Desktop Application Company User Settings is a tab in the Administration window. It is used to control the appearance and functionality of EIOBoard for your users. To change the deployed settings, you can check or uncheck the setting in the 'Deployable Setting' column. To push out changes...

If you want to distinguish status updates by location without having a status for You can do exactly that, and we already have status location added as a default field that works with our location feature! You can add locations in the groups and locations tab...

One of EIOBoard’s most unique administrative features is its scalability. EIOBoard has the ability to neatly organize thousands of users on a single status board, allowing any user to easily find other users in a specified department, physical location, organization, etc. If you have any...

Making Receptionist Comments is a handy little tool if a receptionist needs to make a comment on a user’s status to add details to the original comment or to add something entirely new. It is simple and very easy to use. Making a Receptionist Comment To create...

There are two different types of picture uploads used in EIOBoard. The most common picture upload is for user pictures. Dimensions for the user pictures should be square, meaning the length is the same as the width. For example, 150x150 pixels or 200x200 pixels. You can...

To change your Organization Name in EIOBoard you first need to login to the EIOBoard Application or EIOBoard Outlook Interface as a user with EB-Admin security rights. Open the Administrator and click the "Edit Organizations" button at the bottom of the screen. Select the Organization...

Turning on the Global Setting If this setting is checked, EIOBoard will change the status to the default “Out” status for all users in your organization that are not currently set to an “Out” status type. Desktop Application In the “Company Settings” tab of the EIOBoard Administrator panel...

The UserID field is only used to log a user into the EIOBoard Kiosk Interface or EIOBoard Punch Interface.  This unique numerical value then will update the User's Status when the associated badge ID from a barcode or RFID tag is scanned. Finding Your UserID https://www.savanceworkplace.com/knowledge-base/how-can-i-find-out-who-has-a-certain-userid-when-i-get-the-message-this-userid-is-taken/ Setting a...

In the Company Settings section of the Administrator, there is a setting called “Disable Modification of Processed Future Statuses”. If this setting is checked, non-administrators will not be able to edit or delete a future status that has already been processed. This includes Future Statuses...

Desktop Application To remove a user from EIOBoard, just go into the Users section of the Administrator in the EIOBoard Application, Browser, or Outlook Interface.  From there, you can disable or delete the users you no longer want in EIOBoard. Disabling Users When a user is...

If you would like to disallow users from reviewing their status history, then go to Company Settings in the Administration screen and enable the "Hide Status History For All Non-Admins" option. Once users log into EIOBoard again, the Timesheet button will no longer be available....

EIOBoard (EB) has many built-in security groups. System-defined security groups cannot be modified, but additional security groups can be defined to fit most--if not all--necessary configurations. So you can create a custom security group that fits your needs. Below is a summary of what each...

Exchange sync will work with an Exchange Web Service (EWS) that requires SSL only if you have a valid certificate and you don't get a warning about a self-signed certificate. You can test this out in a web browser by navigating to https://<your-exchange-server>/EWS/Exchange.asmx. If the certificate is set up correctly,...

Assistance with moving EIOBoard to a different server and upgrades is not part of our normal support.  However, you have a few options. Server Upgrades https://www.savanceworkplace.com/knowledge-base/how-to-upgrade-your-eioboard-server/   Server Migrations You can follow the following kb articles which will walk you through the different moving options. https://www.savanceworkplace.com/knowledge-base/how-do-i-move-eioboard-to-a-different-server/ https://www.savanceworkplace.com/knowledge-base/moving-eioboard-to-a-different-server-but-keeping-sql-separate/ https://www.savanceworkplace.com/knowledge-base/moving-eioboards-database-only-to-a-different-sql-server/ You can purchase a...

Make a backup. Option 1 – Use SQL Management Studio https://www.serverintellect.com/support/sqlserver/database-backup-ssmse/ Option 2 – Using EIOBoard Admin Open up EIOBoard Server Admin Go to the SQL Tasks tab Edit the Backup Database job Confirm where it is being backed up to (@BackupLocation) and change...

Backup everything Backup the entire folder contents of C:\Program Files\Savance\EIOBoard (UserPictures and Logos are most important) Open EIOBoard Admin from the existing EIOBoard Server Go to SQL Tasks and look for the task to backup EIOBoard.  You can edit the task to see where...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]Newly updated infinias software or changes to the infinias database may disrupt the Savance Workplace integration.  If this is the case, first verify the Savance Workplace website is listed properly in the Peripherals tab of IntelliM. If the events...