Setting Up M-Files Web

The steps given here tell you how to enable these clients and services:

  • M-Files Web
  • Microsoft Office for the web services for M-Files Web

The classic M-Files Web, M-Files REST API, and M-Files Mobile are not enabled. If you do not want to set up the classic M-Files Web for the mobile apps, you can set M-Files Mobile to use gRPC. Refer to Setting Up M-Files to Use gRPC.

Make sure that these requirements are completed:

Important remarks:
  • If M-Files Web was previously set up on the server with the instructions in Setting Up the Backend for M-Files Web and Web-Based Add-Ins (September '22 Update and Earlier): We recommend that you remove the old configuration before you set up M-Files Web with the instructions given here.
  • If you get an error during the setup, exit the wizard, fix the issue in IIS Manager, and start the wizard again. The error can be, for example, that a newly created website cannot start because the port number is already in use.

Do these steps:

  1. Open M-Files Admin on the server.
    Important: If IIS and M-Files are on separate servers, see Using Proxy Setup with M-Files Web instead of the instructions given here.
  2. In the left-side tree view, select a server connection.
  3. Click Set Up Web and Mobile Use > Set up M-Files Web > Next.
  4. Select one of these options:
    OptionResult and instructions
    Use an existing website

    Use an existing Internet Information Services site for M-Files Web.

    In the drop-down menu, select one of the available sites.

    Create a new website

    Create a new Internet Information Services website for M-Files Web.

    Enter the name and TCP port for the site. Make sure that the given port number is not already in use.

    Note: You can use this option only with a server operating system.
    Create a new virtual directory

    Add a new virtual directory to the selected Internet Information Services website and use the directory for M-Files Web.

    Select an available site and enter a name for the virtual directory.

    Note: You can use this option only with a server operating system.
  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.
  7. After 20 to 30 seconds, enter your website address in a browser and make sure that the client opens (or clients open) correctly.