Installing the Software

This topic guides you through a single M-Files installation. Please note that M-Files can also be distributed and installed on several computers at once. This is especially useful for large organizations. If you need help in using Active Directory group policies in distributing M-Files, refer to How to deploy M-Files Client software using GPO and/or contact M-Files Consulting Services.

For advanced installation options, such as customizing the installation package to automatically configure client or server connections, disable automatic checking for software updates or change the M-Files Desktop drive letter, refer to the document M-Files Setup: Advanced User's Guide.

While the M-Files installation is in progress, you might want to see information about M-Files and Virus Scanning.

For a single install, please follow these steps:

  1. Quit all other applications running on your computer and double-click the M-Files Setup icon. The M-Files Installation Wizard welcome screen appears.
  2. Click Next.
  3. Read and accept the end-user license agreement to be able to continue.
  4. Click Next.
  5. Select the software components to be installed.
    • You can install M-Files for evaluation or perform the normal installation. If you are a regular M-Files user, you only need to install M-Files Desktop. In this case, M-Files Server has been installed on your organization's local area network, and the M-Files system administrator has the M-Files Server Tools (M-Files Admin) installed. After the normal installation, you will not have the Demo Vault on your computer (unless you have received it during a previous evaluation installation), but you can connect to the document vault on your server with M-Files Desktop Settings.
    • The evaluation installation includes all the software components as well as the Demo Vault, which you can start exploring immediately after installation. You can open the Guided Tour from Start > Programs > M-Files > Documentation to continue exploring the software.
  6. Continue the installation by clicking Next.
  7. Specify the installation location and click Next.
  8. If you do not want to change anything, click Next to start the installation.
  9. Select whether or not you would like to see the Guided Tour and click Finish to complete the installation process.

The M-Files software has now been installed on your computer. The following sections of this chapter describe tasks that normally follow the installation. If you have performed an evaluation installation, you can continue familiarizing yourself with the software by using the Guided Tour via the Windows Programs menu.