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.