Frequently Asked Questions
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Frequently Asked Questions

You might have come across a situation where the filename changes if the file is exported outside of M-Files. The filename may have a "{2}" in it that wasn't present in M-Files. There is a good reason for this. The "/" is a prohibited character in Windo...
If are you using Microsoft SQL Server as the database engine for your M-Files document vault and suddenly many operations in M-Files start to produce errors like "Violation of PRIMARY KEY constraint.. Cannot insert duplicate key in object..." then ...
Vault index data is redundant data, it is not absolutely necessary to back it up as it can be rebuilt. However, especially in large vaults, loss of index data will result in a demanding indexing operation, during which full text searches from the data (me...
As default, M-Files shows the display names of the values based on the built-in Users value list in the "Firstname Lastname" format, as shown in the attached screenshot. You can change the display name format by applying the following registry value in Wi...
If you want to use your own icons for your workflow states, it is quite easy, but first you need to know where it's done. The short answer is: in M-Files Admin tool. The longer and more accurate answer is: * Open M-Files Admin tool * Open [Vault N...
BACKGROUND M-Files 2018 was made publicly available on December 13, 2017. It features the new Intelligent Metadata Layer (IML) to provide a unified and simple interface that enables users to quickly access documents and other information regardless of th...
This is a quick notice of Compliance Kit versions and what version M-Files it belongs to. Below is a summary of the version compatibilities for M-Files Server 2018 M-FILES SERVER COMPLIANCE KIT 12.0.6400.37 2.4.675.50 (CK 2015.3) * 12.0.6550.8 ...
The following is supplemental knowledge in addition to the details provided in the 2018 user guide with regard to mail sources: https://www.m-files.com/user-guide/latest/eng/Connections_to_external_sources_Mail_sources.html Q: If the user chooses to rea...
If you encounter a problem in which the date format is not being observed in a concatenated property, here's what you can try: - Go to Settings > Time & Language > Change date and time formats. Make sure that "Short date" field has the desired format ...
M-Files client software has a built-in update checker that is enabled by default. The checker suggests you update the client, if a newer version is found online. This is convenient for many, but for some this behaviour is problematic. If a company wants...
When migrating an M-Files vault from Firebird to SQL, the below error may be encountered: _Status: Failed. Error: Migrating document vault "[vault name]" failed._ _Copying of database table "TRANSLATION_TID3_OT0_IW" failed._ _Unspecified error. (Uns...
Applies to: M-Files 2018 (12.0.6400.37), M-Files 2018 SR1 (12.0.6550.8). This bug has been fixed in M-Files 12.0.6554.0. Configuring a document vault connection or logging in to the vault may fail with the error "A security package specific error occurr...
This article focuses on SQL. When connecting to an external SQL source to get Object Types, you need to specify the log-on credentials. Please refer to the M-Files User Guide: https://www.m-files.com/user-guide/latest/eng/Connection_to_external_database...
Problem: After updating the M-Files client software to version 2018 or higher from 2015.3 or lower, the only properties available in the Advanced Search drop down are "Checked Out" and "Checked Out To". Resolution: The cache from the M-Files Client need...
It is normal in M-Files operations that the IDs of the vault events or objects within an object type are not continuous. During M-Files operations, object IDs and event IDs etc. other ID values are reserved at the time such object or event is being create...
You will need some scripting to get the date when the document was created in M-Files. * Make a new property of data type "Date" * In property definition, open "Automatic Values" * Calculated value (VBScript)" add the following script: Option Exp...
The purpose of the empty row is to make adding a new entry easier in multi-select; you can type the data to be added to the metadata card without the need to click the plus-symbol on the right. The feature (ID 138354) was added to the M-Files UI in versio...
By default, M-Files stores 10,000 events in the inventory transaction log. When the maximum size is reached, M-Files will automatically remove events from the earliest time. However, if the Electronic Signatures module is in use and the Advanced Event Log...
You can try increasing the default values of the following registry settings on the server if you are having timeout errors with your scripts Default value Registry Key HKEY_LOCAL_MACHINESOFTWAREMotiveM-FilesServerMFServer Value ...
In M-Files 2018 and later, the vault approval process is improved; The approval is requested with a single prompt instead of asking approval for each individual application. M-Files administrator may wish to pre-approve certain vault applications to avo...
You are able to completely disable the M-Files Outlook Add-in or Office Add-in if necessary for troubleshooting, for example. This registry key will disable only the Outlook add-in in the client computer. Replace with your current M-Files desk...
Our download pages were changed a bit after the release of M-Files Online in August 2018. Here's how to download updates from the new pages. M-FILES CLOUD VAULT SUBSCRIPTION Login to the Subscription Management Portal with admin credentials (https://ma...
There is a feature to pop up the metadata card of an object, and have it updated when another object in listing view is selected. You can pop up the metadata card with ALT-ENTER or by right-clicking an object and choosing "Properties". This feature is p...
In the latest versions of M-files 2018 Desktop, there is an issue in media file preview; video files, such as .mp4 ori .avi files, play not play correctly in the preview window. This issue can be fixed by setting Windows Media player as the Windows defa...
In M-Files 2018 (12.x.x.x), several M-Files functions are hidden by the default Desktop Client UI such as the ability to Refresh External Objects or "Add a Document from Scanner...". The menu required to access these options can be found by simply pressin...
Here is some code that can be used to import an Event_Log.xml file exported from M-Files Admin into SQL for a more in depth analysis. I've also provided a sample query at the end that will provide a count of Events by Hour which has been useful for find...
The following error might be triggered when the user trying to import more than 1000 users from active directory to M-Files. Error: CoSnapInComponent.cpp, 815, Failure in retrieving the members of the group "XXXXXMfiles.XXXXX.ReadAccess [XXXXXMfiles.X...
The Date and number formats that are visible in M-Files UI are following the formatting set in Windows Regional settings on Current user or System account. Current user regional settings can be managed from Control Panel -> Clock, Language, and Region -> ...
Two grouping functions (InitialGroup() and FirstLetters()) were discarded from the view grouping level UI around the build 12.0.6678.0 because those functions could degrade the performance in some cases. Views that were built before and include one of tho...
Welcome to M-Files Support! You can submit and follow M-Files support tickets using the Kayako support tool to ensure the best possible M-Files support we can provide. To start, create a new support account by selecting "Register" from the Support hom...
There is a registry setting available to disable the ID number from the file name when it is being copied from M-Files to file system. Please take note, that it might cause serious problems if the ID is removed and the files are then imported back to va...
If you delete an object in M-Files, it can be restored (unless it has been destroyed). But if you have deleted a traditional folder, the process for restoring the folder is different. If you want to restore only the traditional folders, it must be done ...
This knowledgebase article describes how to establish a connection between M-Files to an Oracle database. First, install Oracle's database drivers on the M-Files server computer. NOTE: M-FILES SERVER SERVICE MUST BE OFFLINE DURING THE DRIVER INSTALLATIO...
In M-Files 2018, when selecting a value from a dropdown on a metadata card, an additional empty line is created automatically. This is handy in most cases, but there are also circumstances in where you might want to disable this feature. HOW TO DO IT C...
Valuelists in metadata cards can easily have a lot of items. The amount of shown items can be limited by typing the first letter/letters of the items name. Valuelists can show a maximum of 50 items by default, but if you have for example 65 items on your ...
For a view with less than optimal performance, there are certain steps and tricks you can use to diagnose/fix the issue * To enhance performance, limit the view as well as possible using the filter - especially try limiting by object type. * Use of ...
The process of indexing metadata and file data of vault objects can be very memory intensive and can take an extended amount of time. It is not recommended to start a "Rebuild Full-Text Search Index" task during working hours. Small vaults can be indexed ...
DOWNLOAD LINKS You can download M-Color 9.8 using the following links: English: M-Color 9.8.549.0 (English) [http://www.m-color.com/m-color/files/M-Color_eng_9_8_549_0.msi] German: M-Color 9.8.549.0 (German) [http://www.m-color.com/m-color/files/M-Color...
DOWNLOAD LINKS You can download M-Color 9.9 using the following links: English: M-Color 9.9.571.0 (English) [http://www.m-color.com/m-color/files/M-Color_eng_9_9_571_0.msi] German: M-Color 9.9.571.0 (German) [http://www.m-color.com/m-color/files/M-Color...
LATAUSLINKIT Voit ladata M-Color 9.8:n seuraavista linkeistä: Suomi: M-Color 9.8.549.0 (suomi) [http://www.m-color.com/m-color/files/M-Color_fin_9_8_549_0.msi] Englanti: M-Color 9.8.549.0 (englanti) [http://www.m-color.com/m-color/files/M-Color_eng_9_8...
LATAUSLINKIT Voit ladata M-Color 9.9:n seuraavista linkeistä: Suomi: M-Color 9.9.571.0 (suomi) [http://www.m-color.com/m-color/files/M-Color_fin_9_9_571_0.msi] Englanti: M-Color 9.9.571.0 (englanti) [http://www.m-color.com/m-color/files/M-Color_eng_9_9...
SUMMARY The M-Color support site contains a combined KNOWLEDGE BASE and a TROUBLE TICKET system. New trouble tickets can be created by all M-Color users by using the web form. In this article it is told how the trouble ticket system works. If you have...
WINDOWS SERVER AS M-COLOR LICENSE SERVER Although Windows server platforms are not officially tested, the M-Color license server seem to be working well with them. The used Server version should use the same kernel as the M-Color compatible Desktop versi...
In many - if not most - cases, when a disaster happens, it happens suddenly and unexpectedly, like a hard drive failure. Or someone might accidentally delete something that is not supposed to be deleted. However, there is a far less common, but very disas...
M-Files 2015.3 introduced the ability to lock M-Files Mobile Apps (Android and iOS) with a personal PIN code. A fingerprint can be used if the device supports fingerprint identification. In this case, a PIN code is still required as a backup measure. This...
SUMMARY This article contains details on how to install a new M-Color license server or how to migrate you license server to a new server machine ACTIONS When you are installing M-Color license server for the first time or migrating your M-Color lic...
AIHE: Tämä on lyhyt ohje yleisestä rutiinista, jolla huoltopäivitys asennetaan palvelinkoneelle. M-Filesin asiakastuki julkaisee tarvittaessa huoltopäivityksiä erilaisten ongelmien korjaamiseen M-Files -tuotteessa. Päivitys sujuu turvallisesti allaolev...
M-Files 2018 changes the compatibility between M-Files server and SharePoint Listing Web Part for the ON-PREMISES versions of SharePoint. This change does not affect the SharePoint Online Web Part. Starting from M-Files 2018, using claims-based authenti...
M-Files is compatible with MS SQL Server 2017, but in SQL Server 2017 all .NET assemblies to be run in a database have to be explicitly trusted. M-FILES 2018 M-Files 2018 will try to register the assemblies automatically. If it fails for some reason, i...
BACKGROUND Starting October 17th, Microsoft's has started gradually rolling out the latest update to the Windows 10 operating system worldwide. It is called Windows 10 version 1709, the Fall Creators Update and it is continuation of the 1703 Creators upd...
M-Files normally operates on object IDs (for which there are three types: Internal, External and Original). However, in certain situations, mostly in verify and repair reports or some error messages, a file id or file version may be seen. It is important ...
Since Office 2013/2016 and up, Outlook add-ins with load time over 1000ms tend to be automatically disabled. Microsoft explains that this has been implemented to speed up the performance of Outlook / Office products. The problem has been reported by m...
The M-Files Outlook add-on is part of the M-Files integration into the MS Office suite of products. It provides a ribbon along the top of the software that has M-Files actions such as "Save to M-Files" and "Save Attachments to M-Files". This add-on is ins...
Sometimes, the M-Files Reporting reports' "Update Report" button is not functioning. The solution to this kind of case to try to setting the Windows display scaling back to 100%. (In Windows 10: Settings -> System -> Display -> Scale and layout -> Cha...
M-Files Web uses an M-Files Java applet for facilitating file access operations. However, with the updates in Java Runtime Environment (JRE) and updates in new browsers, the applet may not work without some manual changes, for instance, to Java security s...
Starting from M-Files 2018, the ribbon at the top of the metadata card does not change its color when an object is being edited. If you want to restore the orange color (or any color of your choice) to the ribbon when the metadata card is being edited, ...
It has been observed that some parts of M-Files user interface are not shown optimally on Microsoft Surface devices with high resolution displays or an additional high resolution display connected to it as an external display. This problem is encountered ...
When M-Files Vaults are in use, it is expected that their size on disk will gradually increase over time, regardless of what the database engine in use is. However, if Firebird SQL database is used, it is important to make sure that the vault size does no...
_WHAT IS HAPPENING?_ When opening Outlook the following error message is shown: CoMSOutlookApplicationEventSink.cpp, 497, Unspecified error. (The Outlook data file (.pst) failed to load for this session.) (0x80004005) MSOutlookApplication.cpp, 1221, Un...
APPLIES TO: * M-Files Client (Desktop) 10.0 and above SYMPTOMS: * Task area shortcut link removed / disappeared MORE INFORMATION: This is something that gets asked from us time to time, so here'a a step-by-step how to recover from the situation, ...
APPLIES TO: * M-Files 10, 10.1., 10.2 SYMPTOMS: In some situations, M-Files Web Access interface, while logging in, may request a user to enable PDF plugin. SOLUTION: Please review the following articles about how to manage to do this: _Note: Th...
In M-Files Views, for example, you can define property search conditions. If you want to set a certain property value as search term, you may see in the drop down list two types of items: normal properties and ones with a text (any property). What doe...
In the unfortunate situation you happen to encounter an error in M-Files, you can usually find a button labeled 'Details' in the error dialogue. The extra error data found when clicking the button is called an "error stack", which is very useful for M-Fil...
* Open M-Files Admin. * Expand the server node in the left-side tree view. * Expand the _Document Vaults _ * Right-click the vault of your choice and select PROPERTIES. * Open the _Advanced _ * Click the DEFINE… button under the _Use Microsoft...
M-Files first checks if the file can be found from client's cache at the user's computer: If it is not found, M-Files Server will then generate a PDF preview of the document as a one-time operation for the first time. Subsequent previews will render faste...
 *** THE UPDATE TO FIX THE WINDOWS 10 CREATORS UPDATE M-FILES MENU ISSUE IS NOW PUBLICLY AVAILABLE, SEE BELOW *** BACKGROUND Microsoft released Windows 10 Creators update 1703 for general availability on April 11th, 2017 for manual installation via Win...
Many times customers have questions about what is actually going on when the Optimize Database job is run. Since some of the screens flash up so quickly they can't be read, here is a listing of exactly what is performed for each step during the Optimize D...
M-Files vaults that use MS SQL as the vault's database engine supports storing filedata on MS SQL or in the Windows file system. For larger vaults - in the range of hundreds of gigabytes or more - it is usually better to store filedata in the file system ...
If you are experiencing issues with being stuck in Offline mode when logging in but the vault connection tests are successful from the document vault connection settings, following the steps below can help to resolve the issue. In this situation, the fa...
In case you have troubles in getting TeamViewer remote session opened, please check first the following: ANTIVIRUS ERROR MESSAGE IS GIVEN: Please check TeamViewer article: http://www.teamviewer.com/en/help/32-Why-does-my-antivirus-software-come-up.asp...
Here is a useful tip that was originally posted in the M-Files community: https://community.m-files.com/index.php?topic=4636.0 [https://community.m-files.com/index.php?topic=4636.0] It gives useful tips on how to find the total amount of documents (or...
When copying, moving or backing up a vault, this error might be encountered in rare instances. To troubleshoot this problem, please check the antivirus software's quarantine storage for these files. In general, you should set the antivirus software of t...
Situation: If the anti-virus software protection in use has not been excluded from M-Files, The error message below may be triggered and M-Files add-ins may be disabled. This can cause performance issues in M-Files Server and M-Files Server administrato...
If you have mail notifications enabled, M-Files server sends assignment notifications using assignment owner's email address by default.Some SMTP mail servers (in some cases Office 365 mail servers) are configured not to accept connections where the sende...
Using Excel as a data source for external object connections (.csv) In this article we will be using an Excel file (.csv) to import a list of employees into M-Files. To do this we have created an object type in M-Files called Employees. Below we will be...
In this article we will be using an Excel file (.xls or .xlsx) to import a list of employees into M-Files. To do this we have created an object type in M-Files called Employees. Below we will be setting up the Excel file and the external object connection...
You can configure one M-Files Web proxy to relay traffic to several M-Files application servers instead of installing a separate proxy server for each application server. As a starting point, follow this document to install the proxy server: https://kb...
When something doesn't quite work the way it should on a computer, Process Monitor (a.k.a ProcMon) can be a valuable tool to investigate the root cause of the problem. ProcMon is a tool that is named after what it literally does; it monitors processes on ...
The M-Files Client includes a virtual M: drive. The virtual M-Files drive does not, in fact, take up any space from your actual hard drive. The Windows Operating System requires drives to report their capacity and the amount of free space available in F...
When using Microsoft Word 2016 with M-Files, you might run into a strange issue when using date properties in a Word document. WHAT HAPPENS? When using a date property in a Word document, the date is displayed incorrectly. It looks like the date shown ...
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