System Requirements

EBM Technical Requirements

Below are recommendations and requirements for setting up your EBM instance to ensure software compatibility across your organization:

1. Web-based Access: Catalyst is accessible via any web browser, eliminating the need for downloading or installing local software on your machines.

2. Machine Preference: PCs are highly preferred over Macs. If using a Mac, a Windows environment must be installed.

3. Operating System (OS): Windows 10 or later is required.

4. Microsoft Office 365: Optimal compatibility with our software's Excel cube functionality necessitates the use of the latest version of Microsoft Office 365. While other versions may work, seamless navigation of the cube is not guaranteed without the most current updates installed to align with our backend server's specifications.

5. EBM Excel Add-in: This add-in facilitates the primary connection required for your files to connect to Catalyst and the data lake. Refer to installation and troubleshooting details for guidance.

6. VBA Macros: Legacy macros from EBMOfficeBridge.xlsm files must be enabled and unrestricted if not using the EBM Excel add-in. Users should have the ability to Enable Macros and Enable Content when prompted. Companies may have their own policies on macros; consult your local IT department for assistance in excluding EBM Software Macros from restrictions.

7. Antivirus Rules: Antivirus software compatibility should be validated by IT System Administrators through testing our software to ensure seamless functionality without any conflicts.

8. Firewall Rules: Exceptions should be added to firewall settings to allow our software and corresponding websites to operate smoothly on your devices, networks, and machines.

9. Domain Whitelisting: Ensure that users can access our websites without automatic blocking or restrictions. Primary website domain URLs will be provided upon implementation, including additional websites, domains, and email addresses that require whitelisting.

• Primary website example domain URLs:

  • https://client.ebmcatalyst.com/?InstanceID=1184

  • https://client.client-diligent.com/DiligentHome.aspx?&InstanceID=156

• Additional websites, domains, and email addresses:

  • https://ebmsoftware.com

  • https://support.ebmsoftware.com

  • https://support.ebmsoftware.zendesk.com

  • Email addresses from:

    • @blueopspartners.com

    • @ebmsoftware.com

    • @ebmsoftware.zendesk.com

Ensuring adherence to these requirements will optimize your experience with Catalyst across your organization.