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 connections.
    • 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 both web clients are set up, there is outgoing HTTP(S) traffic from the M-Files application server to the site binding address given during the setup. Make sure that custom HTTP headers are not stripped or removed between the servers and that traffic is allowed between them.
  • When M-Files Web is set up, there is HTTP traffic between the IIS site and the M-Files server. The M-Files Web traffic uses the port 7767 and the Office for the web services use the port 7768.
  • 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.