Installation Instructions &
Usage Documentation

EMR Property Management Version 2.0November 2013

Thank you for purchasing EMR-PM Property Management.
If you have any questions that are beyond the scope of this help file, please do not hesitate to email me via our Site.
I am always happy to help if you have any questions relating to EMR-PM.

For the latest version of this document, please visit the Online Version.

Easy to get started, everything you need to grow your Rental Property Business. EMR-PM is simple and fun to use - just log in, and start adding in your Properties and Tenants.

A. Pre-Installation top

1. Unzip EMR-PM and have a look around.

Unzip the EMR-PM file and take a look at the file structure. You should see 13 folders and 3 files.

2. Create a Database.

First step is to create a MySQL database, and if you do not have a default one, a database user. This process is explained in great detail on many websites and web hosts. Once you have the database setup, you will need:

3. Upload EMR-PM

Upload all the files you unzipped to your webhost, keeping the file system intact.

Be sure to cmod the avatars, docs, pictures, uploads & the admin/templates folders to 755

You should now have the following folders/files on your host account:

B. Installation top

Run the Online Setup Wizard

Installation is quite easy and only takes a few minutes.

Once EMR-PM has finished uploading, simply go to (or wherever subfolder you uploaded it to) and follow the on-screen instructions.
Easy to do, just follow the defaults and plug in your specific information.

1. Database Configuration

Once you have input your database information, click on the "On to Step 2" button.
If you run into any errors here, simply delete the config.php file from the folder you uploaded EMR-PM to, and try again.

If everything was configured correctly, you will see the following:

2. EMR-PM Settings

Again, follow the defaults and plug in your site's specific information. You can set your Administrator password and Site name to be anything you would like. Once completed, be sure to hit "On to Step 3" to save your settings.

Installation URL This should be auto-filled for you*.

*If the Installation URL is not auto-filled, you will need to enter it manually.
This is needed for email notifications to both Tenants & Admins. Include any sub-folder EMR-PM may be installed in. (ie.
Look at your browser's URL bar, and use that (remove the install/install.php from the end) as your Installation URL.

If you have any questions on this, please do not hesitate to email me via our Corporate Site.

3. The Primary Admin Account

Complete the Primary Admin Account form. This is the main, "Superuser" for EMR-PM. This Admin Account cannot be deleted through the web UI, only from within the database (ie. PHPMyAdmin).
Once you have filled in the information for the Primary Admin, click the "Complete Install" button to complete the installation.

Once installation is completed, you will need to go back into your FTP application, and either rename or Delete the installation folder before you can log in as Administrator.

For security reasons and to stop any possible re-installations please, DELETE or RENAME the "install" folder, otherwise you will not be able to log in as Administrator.

C. Settings - Explained top

1. Settings

Once EMR-PM is installed, you can update the Site Settings after logging in as the Primary Admin. Go to Site Settings page from the Dashboard dropdown menu.

If you change any names of the Uploads, Avatar or Template folders, be sure you also update the Site Settings to reflect that change. Otherwise, Uploading will not work.

2. Primary Admin

The Primary Admin Account is a "Superuser", and has access to all settings, other Admins, Tenants, Properties and Leases.

You can update the Primary Admin's Account from the Admin Accounts dropdown menu.

D. Advanced - Custom Styling top

1. Custom Styling

While EMR-PM already has a modern flat interface based on Twitter's Bootstrap, many of you will want to integrate it into your own design. This is very easy, however, you will need to be able to write HTML/CSS code. For those that aren't versed, here is a quick overview. The easiest way to change the look is by editing the default CSS files named "emr.css" and "custom.css". Next is to edit the page files, located in the "pages" folders in both the main folder and the admin/  folder.

2. Images

EMR-PM only has two images, bg.png (the page background for all pages) & logo.png.
All icons are generated from an Icon Font: Font Awesome (version 4.0.3). Check out all of Font Awesome's icons & usage at:

Icons & Images can be changed to your liking. You may want to change the EMR-PM logo to that of your company logo.
The EMR-PM logo is 245px x 50px.

E. General EMR-PM Usage top

Great! Got all of that?

Yup? Show me some Day to Day EMR-PM Usage

F. Help & Support top

Please, if you have any questions, run into any issues or just need some help, do not hesitate to contact me.
I believe in providing the best support possible, and I monitor my email just about 24/7 (ok, not when I am sleeping).

I love to hear feedback, and welcome any suggestions you may have to make EMR-PM better.

G. A Note About FTP top

If you are having problems with EMR-PM after successfully installing and logging in the for the first time you should check your FTP software settings. I have found in many cases that numerous FTP programs are not uploading files correctly.

Check your FTP program to see if it is uploading files in ASCII - which is causing the file code to be uploaded in one long line.
Try changing it to Binary and uploading the files again. Upload everything except the install folder and the config file (or better yet, if you have not started using EMR-PM, just wipe the install and the database and reinstall a fresh copy).
I use CuteFTP for my uploads and ran into this problem a few months ago when all of the sudden everything I was working on just seemed to stop working as expected.