Changing the Default Web Client

In environments where you use both versions of M-Files Web, you can select the default web client for all vaults on the server, or for each vault.

Note: If you use OAuth-based authentication in the vault, the default web client setting can have an effect on the endpoint settings of your configuration. For more information, refer to Setting Up OAuth 2.0 for the New M-Files Web and Web-Based Add-Ins.

Changing the default web client server-specifically

With these steps, you can change the default web client settings collectively for all vaults on the server. You must have the M-Files system administrator permissions on the server to access these settings.

  1. Open M-Files Admin.
  2. In the left-side tree view, select a server connection.
    If you use an IIS (Internet Information Services) proxy setup, connect to the M-Files server on the proxy computer instead of the M-Files application server.
  3. Select Set Up Web and Mobile Use > Change the default web client on this server > Next.
  4. Enable or disable Use M-Files Web as default web client on this server.

    Before you continue, read the information on the page carefully.

  5. Select Save.
  6. Open the Document Vault Advanced Properties dialog and add the M-Files Web URL (or URLs) according to the IIS bindings.
    See this table for additional information.
  7. After 20 to 30 seconds, enter your website address in a browser and make sure that the client opens (or clients open) correctly.
If you use many websites to access M-Files Web, and if they run on the same IIS server, the sites have the same default client. If you have many IIS servers as proxies on computers separate from the M-Files application server, each server can have their own default client.

Changing the default web client vault-specifically

Before you start, make sure that these prerequisites are completed:
  • The new M-Files Web is not set as the default client on the server.
  • If you have an on-premises setup where you have access to server settings, configure mappings between incoming connections and vaults.
    • If you use M-Files Cloud, it is not necessary to configure the mappings.
    • Without vault-specific DNS names (all vaults are accessed with the same address), you cannot change the default client for each vault.

To change the default web client settings separately for a vault:

  1. In the Advanced Vault Settings section of M-Files Admin, go to Client > Web.
    The Manage Client Settings Centrally setting must be set to Yes. Before you set it to Yes, read the setting description on the Info tab.
  2. Select a value for Use as Default Web Client.

    Use the value Yes for M-Files Web and the value No for the classic M-Files Web.

  3. Click Save.
  4. Open the Document Vault Advanced Properties dialog and add the M-Files Web URL (or URLs) according to the IIS bindings.
  5. After 20 to 30 seconds, enter your vault address in a browser and make sure that the selected client opens correctly.

The users can now open the web clients with the addresses given here.

M-Files Web set as the default client:

Client Address Example
M-Files Web <server address> https://cloudvault.mycompany.com
Classic M-Files Web <server address>/login.aspx https://cloudvault.mycompany.com/login.aspx
REST API endpoint <server address>/REST https://cloudvault.mycompany.com/REST

Classic M-Files Web set as the default client:

Client Address Example
M-Files Web <server address>/vnext https://cloudvault.mycompany.com/vnext
Classic M-Files Web <server address> https://cloudvault.mycompany.com
REST API endpoint <server address>/REST https://cloudvault.mycompany.com/REST

Checking information about the current web setup

You can use the Set Up Web and Mobile Use dialog to see information about your current setup. When you are done, click Cancel so that you do not save any unwanted changes.

Information about the current setup available in the dialog:

Section Information available
"Select what you want to do" section If the option to change the default client is available, both web clients are enabled.
M-Files Web connection details
  • Site binding address
  • Enabled or disabled state of the proxy setup
  • App server address
Default web client selection
  • Enabled or disabled status of the Use M-Files Web as default web client on this server setting
    • If the setting is disabled, the classic M-Files Web is the default client on the server level.
    • If the setting is enabled, you cannot change the default client on the vault level.
    • This step is only available if you have previously enabled both web clients.
    • To see information about the default client setting, select the option Set up M-Files Web, classic M-Files Web (and REST) and M-Files Mobile or Change the default web client on this server.

Information about the current setup not available in the dialog:

Section Information not available
"Select what you want to do" section Enabled or disabled status of the services when both web clients are not enabled. You can find this information in IIS.
M-Files Web connection details Website used to set up access to M-Files Web. You can find this information in IIS.