Setting Up the M-Files Extension

Video: Connecting M-Files Hubshare to M-Files Vault

Note: You must have organization-level admin rights to do this.

When the M-Files extension is set up, M-Files widgets can be added and configured in hubs.

Before you start, make sure that you have this information:

  • M-Files server URL
  • Vault GUID
  • M-Files credentials
    Note: The extension has the same access rights as this user account.

To set up the extension on organization level:

  1. On the navigation bar, click the user icon and select Settings.
  2. Click Organization.
  3. Next to Extensions, click Configure.
  4. Make sure that the M-Files extension is active and click Configure ().
  5. Click New configuration.
  6. Enter the necessary M-Files information.
    The extension has the same access rights as the user account that you specify in API Login and API Password.
  7. Optional: Expand Advanced options and enter the necessary information.
    In Advanced options, you can specify a client certificate and the gRPC port. If you have set up M-Files to use gRPC and your M-Files server uses a custom port, enter the custom port number in gRPC port. If you use the default port, do not enter a value.
  8. Click Save.
To enable this function in a hub, see Setting Up M-Files Widgets.