Adding Connections from M-Files Hubshare to M-Files

Note: You must have organization-level admin rights to do this.
Note: Connections between M-Files Hubshare and M-Files require REST API configuration for the M-Files Server. For M-Files widgets to operate correctly, also the gRPC connection needs to be configured for the M-Files Server. It is strongly recommended that the M-Files Server for your M-Files Hubshare enviroment has both REST API and gRPC in use.

To add M-Files widgets in hubs, the M-Files extension must be active and at least one M-Files connection must be added for the extension. For more information about the connection configuration options and information about federated authentication and using certificates, refer to M-Files Integration in M-Files Hubshare in M-Files Customer Support Portal.

To activate the M-Files extension and add an M-Files connection:
  1. On the navigation bar, click the user icon and select Settings.
  2. In the Administration section, select M-Files integration.
    Result:The M-Files integration page opens.
  3. Enable Enable.
  4. Click New configuration.
    Result:The Configure dialog opens. In the dialog, the mandatory fields show an asterisk (*).
  5. In the General tab, enter the necessary information for the connection:
    Setting Description
    Configuration name Give a name to the configuration.

    It is recommended to name the configuration with the name of the M-Files vault to which the connection is configured.
    Server URL Enter the Server URL for the M-Files Server.

    Use the REST API URL that is defined in the Advanced tab of the M-Files vault properties dialog for the classic M-Files Web.
    Vault GUID Enter the Vault GUID.

    This is the M-Files Unique ID that is defined in the General tab of the M-Files vault properties dialog.
    gRPC Domain Enter the gRPC Domain for the M-Files Server.

    Use the Web URL that is defined in the Advanced tab of the M-Files vault properties dialog for M-Files Web.

    Note: If classic M-Files Web and M-Files Web and are configured to use the same URL, you only need to specify Server URL in M-Files Hubshare.
    gRPC Port Specify the gRPC Port.
    Do not use REST API fallback If enabled, M-Files Hubshare does not use the REST API when the gRPC API is unavailable. This can cause that some features are not available.
  6. Select the Authentication tab.
  7. In the Authentication tab, select one of the authentication options.
    If you select the Use identity provider authentication option, you can select to use a user account or an application account. By default, the user account option is selected. To use an application account, enable the option Use an application account.
  8. Enter the necessary authentication information.
  9. Optional: If you selected the Use identity provider authentication option, click Connect.
    Result:The configuration is connected to the selected user or application account.
  10. Select the Security tab and enter the necessary information.
  11. Click Save.
The configuration is now ready to be used in an M-Files widget configuration.