Note: You cannot delete a vault in M-Files Manage.
To create a cloud vault:
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Log in to M-Files Manage at https://manage.m-files.com.
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In the top-right corner of the user interface, click Create ().
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Select Create cloud vault.
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In the Create cloud vault dialog, enter the mandatory fields.
M-Files uses the entered or selected values to
automatically fill subsequent fields or show the available options for them.
For more information, see the sub-steps.
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In Name, enter a name for the vault.
The allowed characters are upper and lower case alphabets from A to Z,
numbers from 0 to 9, hyphens, underscores, and spaces.
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In Vault address, enter a unique name, sometimes called a domain name,
as the first node.
The address can only contain letters, numbers, and hyphens. A hyphen cannot be the first or
the last character.
- Optional:
In Service type, select Multi-tenant or
Isolated.
The available options depend on your agreement. If you select
Isolated, you are the only tenant in the service.
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In Vault template, the default vault template is
empty, which creates a baseline vault ready for configuration.
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Click Create.
During the vault creation, do not refresh the page. However, you can visit other pages in
M-Files Manage.
Depending on the template, the vault creation can take a long time. You will automatically get the
full control rights to the vault. When the vault is created, you can access the vault in M-Files Web. To do this, click the vault address link and enter your
credentials.
Next, create a connection to the newly created vault in M-Files Admin.
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On the Vaults page in M-Files Manage, select the newly created vault and click Show
additional information.
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In the Additional information dialog, check and write down the vault
address, vault port, and vault protocol.
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In M-Files Admin, set up a new connection:
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In Server name, enter the vault address.
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In Port number, enter the vault port.
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In Protocol, select the protocol that you have in M-Files Manage for the vault.
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In Authentication, select a suitable option.
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Click OK.
- Optional:
If you do not use M-Files authentication, specify the
authentication options according to the instructions in the Document Vault Authentication section of the M-Files user guide.
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Click the new connection in the left-side tree view and enter your credentials.
You now have a connection between M-Files Admin and the new vault that
you created in M-Files Manage. You can use all the features of M-Files Manage.
When you create login accounts in M-Files Admin, you will see the
login accounts also in M-Files Manage. Also, the login accounts that you
create in M-Files Manage are visible in M-Files Admin.