Frequently Asked Questions
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Frequently Asked Questions : M-Files

APPLIES TO: * M-Files versions prior to 2015 SR1 (11.0.4300.34) * Microsoft .NET Framework 4.6 SYMPTOMS: .NET Framework 4.6 causes some compatibility issues with M-Files. In practice, this means that FEDERATED AUTHENTICATION (SAML V2.0, AD FS, OA...
When the following error is shown upon a client operation (such as checking in or out a document), we have found that the most common resolution is to uninstall M-Files desktop client, reboot the computer, then re-install the client. There is mention re...
With regards to opening a vault when Windows opens, there is no configuration on M-Files to do this. However there is a trick to do this inside Windows under the Startup, depending on the version of Windows. 1. Go to Start > Run > and type "shell:startu...
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...
We haven't made any changes to the module since 2015, except bug fixes. Here are the following bug fixes: #135077: MFWA: "You do not have permission to view this directory or page" when refreshing report #134686: Nothing happens when attaching report ...
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...
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 use the "Event subscriptions" Event "Document or object matches the conditions of the filter" when creating a custom notification in M-Files Client side, note that only the Digest Message delivery actually works with this selection. You are actua...
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 you import objects from an external database, the ID on the object's metadata card displays the ID given to the objects by the external database. However, M-Files also assigns an internal ID to the external objects, just like it does for objects that...
If you run into a situation where you create an instance of a template from M-Files, fill out the metadata card, and then the Office Application such as Word or Excel opens up with the fields empty, chances are the MFstatus.exe is not running or respondin...
Scenario: Event Viewer shows the following errors when you start the vault/bring the vault online: Error 1: The vault application is not running. Check for errors in the event log around the time the vault was last brought online. For more information...
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) Configuring a document vault connection or logging in to the vault may fail with the error "A security package specific error occurred. (0x80070721)". Bottom of the error stack is s...
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...
FIREWALL SETTINGS FOR M-FILES SERVERS ►Incoming TCP/IP traffic from Client computers to port 2266 should be allowed Only applicable when using standard TCP/IP protocol For RPC over HTTPS allow incoming traffic to port 443 ►HTTP-traffic to port 8...
You can use an UI Extensibility Framework application to control which built-in commands are visible in the UI and which ones are hidden. Use the ready-made "Customized Commands Demonstration" demo application as a starting point: http://www.m-files.com/...
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...
To build an advanced search or a view that uses a date range on a given date property's value as a filter, you need to add two instances of the date property as filters. One instance will specify the start of the date range and the other instance will spe...
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...
SYMPTOMS: IF YOU ARE RUNNING THE 64-BIT VERSION OF WINDOWS 7 (OR VISTA), YOU MAY FIND THAT YOUR PDF FILES DO NOT PREVIEW IN WINDOWS EXPLORER OR AT M-FILES PREVIEW WINDOW, AS THEY DO IN THE 32-BIT VERSIONS. INSTEAD, ALL YOU SEE IS A MESSAGE STATING THAT T...
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...
If you use an Employee object type to hold more metadata about your employees than what is available via the vault users and login accounts, you can fetch metadata for the Employee objects from Active Directory via the "Connection to External Database" ta...
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...
Though SharePoint does not accept URLs that start with m-files:// as clickable hyperlinks, you can still enter clickable M-Files links to your SharePoint pages by using the M-Files URL Opener service. This service is hosted on the public Internet and can ...
The user guide has a chapter about installing a vault application, please see: https://www.m-files.com/user-guide/latest/eng/Applications.html?hl=install [https://www.m-files.com/user-guide/latest/eng/Applications.html?hl=install] Installing an update t...
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 -> ...
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...
Sometimes setting up IIS for M-Files Web or RPC over HTTPS connections causes issues whose root causes are not obvious. In these cases you can enable IIS Failed Request Tracing to get more details about what might be causing the problem. Before you star...
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...
Placing various M-Files URL placeholders in workflow notifications results in the links being displayed as plain text in the notification message. Only the "M-Files hyperlink (HTML)" placeholder %HYPERLINKFRAGMENTHTML% and "M-Files Web URL" placeholder %W...
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...
Features that are introduced in 2018 but will not function in 2015 server (not guaranteed to be full extensive list) -Pinning documents -IML (both external repository connections and AI powered information management) -Metadata configuration handled...
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...
In some rare occasions, the M-Files UI does not load when starting M-Files. Starting M-Files just opens the M-Files views in Windows Explorer as folders. We already have an internal bug report (ID 142426) about this. If you face this issue, please try fol...
APPLIES TO: * M-Files 8 and above ADDITIONAL INFORMATION: If the metadata extended permissions are set on for the vault (see the properties of the Vault), you cannot set automatic permissions that are based on choice "Current User". In automatic pe...
Here's an outline for a procedure to move the whole M-Files installation to a new server: 1. Take backups of the master database and document vaults. 2. Shut down the M-Files Server services on the current server computer to prevent users from accessi...
SUMMARY M-Files integrates with AutoCAD and AutoCAD LT. If the version of M-Files that you have installed was released prior to the release of the AutoCAD LT version that you have installed, you may receive the following error message when starting AutoC...
Starting from M-Files 2015.1, M-Files server clears the "Assigned to" property from assignments that were created in a workflow when the workflow state changes. To prevent M-Files server from removing the "Assigned to" value, add the following script to t...
If you experience an error stating "Conversion to searchable PDF failed. The input file could not be loaded, possibly due to a wrong format." whether this happens in the client side or on an automated operation such as a file scan, the most common resolut...
* 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...
Setting up the preview pane to always show at the bottom of the client on a system can be accomplished by setting the following configuration in Named Value Manager. Be cautious as this will lead to some visual metadata card configurations from loading pr...
 *** 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...
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...
APPLIES TO: * M-Files 9, 10, 2015, 2015.1   SYMPTOMS: Often users tend to do fast full text searches with operators '+' or '-', and expect that if they use '-' the results do not contain the words excluded from search. However, as there are legima...
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...
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...
There is an option in Object Type properties that says "Objects of this type can have files". This option enables users to drag and drop files on top of non-document objects, attaching the files directly to the object, instead of storing them as independe...
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