3.1. Launching the EKM Web Client

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User's Guide | Chapter 3: Launching EKM |

Chapter 3: Launching EKM |  | 3.1.1. Connecting to a Different Workspace
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## 3.1. Launching the EKM Web Client

To launch the EKM web client:

1. Open a supported web browser (such as Internet Explorer, Firefox, or Chrome).

   Important:

   - EKM runs best on Internet Explorer 11, Edge 25+, Firefox 50+, and Chrome 55+. You may see a warning in the sign-in window if you are using a different browser.

     EKM is also supported on the following browsers:

     - The Safari version in iPad2 and above

     - The stock browser in ANDROID 3.1 Honeycomb and above

   - If using Internet Explorer, you may need to change your Compatibility View settings in order for EKM to display and behave properly. In Internet Explorer, go to Tools > Compatibility View settings and disable the Display intranet sites in Compatibility View option.

2. Type the Fully Qualified Domain Name (FQDN) of the EKM server you want to connect to in the URL address field and press Enter.

   Figure 3.1: Web Browser with Sample URL

   For example, in Figure 3.1: Web Browser with Sample URL this is

   `http://ekmServer.mycompany.com:8080/ekm`

   where

   `ekmServer` is the hostname, `mycompany.com` is the domain, and `8080` is the port that was either specified or taken as default when the EKM server was set up.

   Note:

   - The port is optional if the server’s port is the standard port 80. In this case the URL is `http://ekmServer.mycompany.com/ekm`.

   - On a secure server, the URL will start with the `https://` protocol.

   - Using a partial URL instead of the Fully Qualified Domain Name when launching EKM may result in issues such as not being able to view the content of text and image files in a job’s working directory.

   The EKM sign-in window will appear (Figure 3.2: EKM Sign-in Window), where you can sign into your default workspace using your sign-in credentials.

   Figure 3.2: EKM Sign-in Window

   Note: The background image on the sign-in page may be customized. See Using a Custom Background Image on the EKM Sign-in Page in the Administration Guide for details.

3. In the sign-in window, enter your User name and Password. Both are case-sensitive.

   If your EKM administrator has chosen to authenticate users to the operating system, use the same user name and password that you use to sign into your operating system. If users are authenticated to an LDAP server or Windows Active Directory, the user name may be an OS account name or some other unique identifier. Consult your EKM administrator for more information. Details about sign-in authentication can be found in Configuring Login Authentication and Access Settings in the EKM Installation Guide.

4. Click Sign In or press Enter on your keyboard. You will be automatically signed into your default workspace. For more information about how the default workspace is set, refer to Table 9.2: Login-related Access Settings in the EKM Installation Guide.

   Note: If automatic account creation is disabled for the default workspace, and a user account has not been created for you in that workspace, EKM will attempt to sign you in to another workspace in which automatic account creation is enabled, or in which a user account has been created for you. If no workspace meets one of these criteria, you will not be able to sign in to EKM. Contact your EKM administrator for assistance.

   Initially, EKM will open in the current browser window with Home as the current location, as shown in Figure 2.1: EKM Web Application (Desktop/Laptop). On subsequent sign-ins, the last accessed object will be displayed by default. If you prefer, you can choose to display a specific page on every sign-in. See Specifying General Preferences for details.

   Note:

   - If the default Open last accessed object option is selected as your sign-in preference, and the object last viewed was an error window, the error window will reappear when you sign in to EKM again. To resolve this issue, click Go one level up in the error window to navigate to the parent location of the object that was displayed when the error occurred.

   - If you have only `Basic` access, the Data section will be displayed when you sign in, and the other sections will be unavailable.

   - If you are a non-admin user with `Shared` or `Analyst` access, and the default workspace has been configured to display a job-only view, the Jobs section will be displayed when you sign in, and the other sections will be unavailable. If you are an `admin` user in a job-only view, you will still have access to the Administration section.

   When you sign in to EKM, a welcome dialog box is displayed (unless you are working in a job-only view). The dialog box contains a quick overview of the EKM interface, and links to various resources. You can prevent the welcome dialog box from appearing in the future by disabling the Show at startup check box at the bottom of the dialog box, or by editing your preferences. See Setting Your Preferences for details.

5. Start using EKM. If you are signing into EKM for the first time, you should familiarize yourself with the user interface components that are described in The EKM Environment before continuing. If you are working in a job-only view, refer to the Managing Jobs chapter.

   If you want to switch to another workspace, see Connecting to a Different Workspace.

EKM will automatically sign you out after an extended period of inactivity. The default timeout period is `30` minutes. Your EKM system administrator can change this setting. See Configuring EKM Server Settings in the Administration Guide for details.

If you are an EKM system administrator, you can sign into the EKM Server Administration interface from the sign-in window to create and manage workspaces by clicking the Server Administration check box. See Creating and Managing Workspaces in the Administration Guide for details.

Important:

- By default, if you do not exist as a user in the default workspace, a user account with limited permissions will be automatically created for you upon successful sign-in. You can then update your profile with your personal information. See Setting Your User Profile for details. An `admin` user can also update your profile, and has the ability to edit your group membership. See Editing a User’s Profile in the EKM Administration Guide.

  When the user account is created, the user name that you specified during sign-in will be the name used to identify you in EKM, as well as the OS account name used to submit jobs to RSM.

  User names and passwords are case-sensitive.

- If automatic account creation has been disabled for the default workspace, and a user account does not exist for you in this workspace, EKM will attempt to sign you in to another workspace if available — either one that has a user account defined for you, or one that has automatic account creation enabled.

- If the EKM server is abnormally terminated, the license that is associated with that server will remain checked out for some time even if the server is restarted immediately. You can wait for the timeout period to expire, or ask your license administrator to manually release the old server license.

- What you can see and do in EKM depends on the access level that has been assigned to you. For more information see Licensing and Access in the EKM Installation Guide. It can also depend on whether or not a workspace has been configured to display a job-only view. For more information see Working in a Job-Only View in the User's Guide.

- If you experience any issues launching or signing in to EKM, refer to Sign-in and Access Issues in the EKM Troubleshooting Guide.

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