M-Files Web Publication Settings

When the documents are published online for customers or other interest groups, it is not necessary to make all of the extensive properties of M-Files available for them. For example, if the user has read-only access, the functions for editing need not be displayed at all. With the publication settings, the users can be granted suitable and sufficient functions that facilitate and simplify accessing and processing the published information.

Note: You can use the Get Hyperlink function in the task area when you want to send a link to the document from the M-Files Web interface.

Site for definition of the publication settings (site and vault specific)

You can specify different publication settings specific to the site and vault by using a separate configuration site.

Log in to the configuration page by using your company's M-Files Web URL (for instance "http://www.publications.company.com") and by adding "/configuration.aspx" at the end of the address. For example, "http://www.publications.company.com/configuration.aspx". If you have already logged in to M-Files Web in the browser, M-Files does not ask you to log in again.

Note: You must have system administrator's rights in order to be able to edit the publication settings

Site-specific settings

From the site-specific settings, you can make selections that apply to the configuration site and all vaults of the site.

The publication settings configuration site.

Restrict access to configuration pages, for only an allowed IP range

You can specify that one may access the configuration site from only a certain IP address range. Usually, access to the configuration site is allowed only from inside the company.

Note: This pertains to the definition site only.

Display settings

Page title

You can freely name the page of the web site you are offering. The default title is "M-Files Web".

Language

Automatic: By default, M-Files uses Automatic as the language selection. This means that the M-Files Web language is determined by the language of the user's browser settings. The language is then defined user-specifically, and the user can automatically use the familiar language in M-Files.

Note: If the language in the browser settings is not supported by M-Files, the language installed on the M-Files server will be used.

Specific language: You can set a specific language to be the M-Files Web language. For example, if your company's instructions refer to functions that are in English or the users work in different languages, you can specify English as the M-Files Web language. You can choose from all languages supported by M-Files.

Windows SSO

With Windows authentication enabled, M-Files Web can automatically use the user's Windows credentials for login. The administrator can configure the SSO setting so that the login credentials are no longer required when users navigate to M-Files Web.

The automatic authentication is disabled by default, but can be enabled by setting the SSO value to Use automatically. Alternatively, the choice of using SSO can be displayed on the login page by selecting Show on login page.

Force M-Files User Login

Select this setting if you do not want to display the Windows login option to users. Then the user does not have to consider which login option is appropriate and M-Files suggests logging in as an M-Files user. For data security reasons, it may be wise to disable Windows login on some occasions.

Note: This does not prevent logging into the configuration site with your Windows user account.

Automatic Login

Select Automatic Login if you do not wish to require that users enter their user ID for M-Files Web. Note that then any user can access the site's vaults if authorized by the user ID. Also enter authentication information for the automatic login procedure.

Authentication (username, password and domain)

If you want M-Files to offer specific IDs for users by default, save the default IDs in the authentication information. However, the user can also use other IDs, which may allow more extensive web-based access.

Note: If automatic login is enabled, this is the authentication information that M-Files uses for the automatic login.

If you do not specify any user ID for the authentication, the user must be aware of the ID and enter it on the login page.

Vault

You can also specify the vault to which the user is directed. If automatic login is selected and the site-specific vault is defined, the users are directed to the selected vault view. If the vault is not specified, the users can see all those vaults that can be accessed by using a relevant ID.

Vault-specific basic settings

You can specify, for example, the following by vault:

Whether the vault is to be available for use via M-Files Web.
The vault-specific default view.
The configuration of the vault user interface.

Allow access to this vault

Select this if you want the vault to be accessible via M-Files Web.

Note: In order to use a vault, the user must always have permissions for that vault.

Default View

You can specify which view is to be opened by default. In other case, the home view is opened by default.

Layout

Default layout
Default layout with navigation pane
No Java applet
No Java applet and no task area
No Java applet and no task area (but 'Go To' shortcuts)
Listing pane and properties pane only
Listing pane only

If you select No Java applet, the users cannot open the documents directly in the applications; instead, the documents must be loaded first. Don't forget to accept the new settings with the OK button.

If you display the listing pane and properties pane only or listing pane only, you should note that users will not be able to perform searches. It is important to specify the default view such that it is suitable for this use.

Prevent navigation outside default view

You can prevent navigation beyond the default view by choosing Prevent navigation outside default view. In this case, navigation is not possible, even if the breadcrumb is used.

Default search criteria and settings

In the vault-specific basic settings, you can select whether the latest search criteria and settings selected by users are to be kept or if you would prefer to use a specific criterion and setting. The same options as in M-Files Desktop are available.

Navigation within the vault

You can display or hide the top menu (New, Operations, and Settings) and/or breadcrumb.

Note: When M-Files Web is displayed in the "Listing pane only" mode, object metadata and search functions are hidden from the users. This allows the users to only read and edit objects displayed in the listing pane according to their permissions.

Vault control setting

Save column settings.

If several users have the same user ID (for example, during automatic login), it is recommended to prevent saving of the column settings.

Workflow shortcut in the Properties pane.
Check Out Dialog.

If the M-Files Web users are granted read-only access and no edit permission, displaying the Check Out dialog is not necessary.

Hidden Properties.

Some properties may be hidden from external users. Then the information (hidden) is displayed in the properties pane or on the metadata card. It is recommended to hide this (hidden) information.

Metadata Card.
Context Menu.
Advanced Search.

Shortcuts displayed in the task area

You can also specify the links to be displayed in the task area if this option is not hidden in the vault-specific basic settings.