Setting Up Web and Mobile Access to M-Files

This section tells you how to set up both versions of M-Files Web, Microsoft Office for the web services for M-Files Web, M-Files Mobile, and the M-Files REST API. In M-Files Cloud, all the clients and services are normally enabled out of the box, but you can change the default web client with Advanced Vault Settings.

Important: If M-Files Web has previously been set up on the server with the instructions in Setting Up the Backend for the New M-Files Web and Web-Based Add-Ins, continue to use the linked document instead.

There are three possible configurations to set up M-Files Web:

M-Files Web MS Office for M-Files Web Classic M-Files Web REST API M-Files Mobile
Both web clients and M-Files Mobile ✓ ✓ * ✓ ✓ ✓
M-Files Web ✓ ✓ * ⨯ ⨯ ⨯**
Classic M-Files Web and M-Files Mobile ⨯ ⨯ ✓ ✓ ✓

*) If you do not use M-Files Cloud, you must set up Microsoft Office for the web separately. See Setting up Microsoft Office for the web.

**) 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.

Important information

  • Components in the section Enabling Internet Information Services (IIS) Components must be enabled on the M-Files Web server.
  • 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.
  • You must set up the IIS binding for the website that users access. This is mandatory for HTTPS connnections.
    • The use of self-signed certificates with IIS site bindings can break the classic M-Files Web and the REST API, especially in proxy setups.
  • When the settings are saved in M-Files Admin, they are moved, not copied, to the Internet Information Services settings of the server.
  • After the setup, make sure that you do not have old vnext or wopi websites or applications in IIS from older installations and setups.
  • Administrators can create login links for M-Files Mobile users. After the user logs in, the vault connection information is saved to the device. For details and examples, refer to M-Files URL Properties.
  • To enable push notifications for M-Files Mobile, see Setting Up Push Notifications for the M-Files Mobile Apps.