Before Taking M-Files into Use

It is recommended that you familiarize yourself with these operations and tasks before you take M-Files into use.

• Read the M-Files Product Support Policy.
• Make sure that your system meets the operating system requirements.
• Make sure that the server hardware setup meets the requirements.
• Decide the correct deployment option for your organization.
  • If you select the cloud deployment, make sure that the cloud requirements are met.
• Make sure that the firewall settings and your anti-virus software are up to date.
• See the technical details before you install M-Files.
• Get to know how M-Files is updated.
• Add connections to the server and create a vault.
• Add, change, or test vault connections in desktop settings.
• Read the instructions in Getting started with M-Files.