Document Vault Authentication

The Authentication tab of the Document Vault Properties dialog contains settings related to vault user synchronization and authentication with Microsoft Entra ID. The tab is available in the Document Vault Properties dialog of existing vaults. When you create a vault, you cannot see this tab.

User synchronization

For information about user synchronization, see Users in Synchronized Active Directory Groups.

User authentication

Refer to the specified instructions in this table to set up user authentication in your environment:

Deployment Instructions
M-Files Cloud and Microsoft Entra ID Setting up federated authentication in M-Files Manage User Guide

For vaults created in M-Files Manage, Entra ID authentication is automatically configured.

Classic M-Files Cloud and Microsoft Entra ID Enabling Microsoft Entra ID authentication in the classic M-Files Cloud
On-premises server and Microsoft Entra ID Configuring Vault Authentication with Microsoft Entra ID in On-Premises Environments
Any environment and any OAuth 2.0 or OpenID Connect compliant identity provider Configuring OpenID Connect and OAuth 2.0 for M-Files Authentication

Additional information:

Anonymous authentication

On the Authentication tab of the Document Vault Properties dialog, you can also find the Use anonymous authentication setting. It lets you set the new M-Files Web and M-Files Mobile users to have read-only access to this vault without username and password.

When the feature is enabled, M-Files adds an anonymous user to the vault. The user has no login account on the server, but you can use it to set permissions, and add it to user groups. The anonymous user is created as an external user. However, you can change it to an internal user.

Important: When this feature is enabled, the vault always uses anonymous authentication and personal credentials cannot be used with the new M-Files Web and M-Files Mobile.

Prerequisites to set up the feature: