M-Files User Guide

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M-Files 2015.1User Guide

M-Files Contents 2Contents1. Introduction to M-Files.71.1. M-Files Terminology.72. System Overview. 102.1. Deployment Options for M-Files Server. 102.2. M-Files Web. 12Logging in to M-Files Web. 12M-Files Web User Interface. 122.3. Mobile Apps. 13Enabling the use of mobile apps for on-premises vaults. 14Logging in to M-Files Mobile.14Adding vault connections with links. 152.4. M-Files and Virus Scanning.152.5. Accessing M-Files Vaults without VPN.152.6. HTTPS Connections to M-Files Server. 162.7. M-Files and Federated Authentication. 162.8. Language Versions of the M-Files Software. 163. Installation and Implementation of the Software.183.1. System Requirements. 183.2. Installing the Software.193.3. Creating a Document Vault and a User. 20New Document Vault.21New Login Account. 22New User. 233.4. M-Files Desktop Settings. 24Adding a Document Vault Connection. 25User-specific Settings. 28Computer-specific Drive and Cache Settings. 29Other Computer-specific Settings.30Export Vault Connections and Settings. 333.5. Installing M-Files Upgrades. . 99Workflow. 99Scanning and Text Recognition (OCR).99Archiving. 102Undelete. 102Convert to Single-file Document. 102Convert to Multi-file Document.103Replace with File. 103Get Hyperlink. 103Sharing, E-mail and PDF. 105

M-Files Contents 4Go Offline.106Go Online.107Log Out. 1075.4. "Settings" Menu.107M-Files Admin.107Notification Settings (M-Files Desktop). 107Refresh External Objects.110Substitute Users. 110Applications (M-Files Desktop).110Change Language. 111Clear Local Cache.1115.5. Export Results of Views or Searches. 1116. Search Functions.1126.1. Quick Search.1136.2. Advanced Search. 1166.3. Additional Conditions.118Example: Searching for a Particular Word Form. 119Export Conditions. 119Filter Settings.1206.4. Search Results Groupings. 1327. M-Files Functions in Microsoft Office and AutoCAD. 1347.1. Functions in Word, Excel and PowerPoint. 134M-Files Properties.135Insert M-Files Property. 1357.2. Functions in Outlook. 137Storage Formats. 137Utilizing Outlook Rules. 139Saving messages in M-Files Folders. 139Associating Messages with Contacts. 141The M-Files Flag. 1427.3. Functions in AutoCAD and AutoCAD LT.1428. M-Files Admin. 1448.1. New Server Connection. 1468.2. M-Files Server.148Disconnect, Connect.148License Management. 148Notification Settings (M-Files Admin). 150Enabling Web and Mobile Access. 153Back Up and Restore Master Database. 1608.3. Document Vault Overview. 160New Document Vault.160Attach Document Vault.166Restore Document Vault. 1668.4. Interaction Among Several Vaults. 167Associating the Metadata Definitions. 168Synchronization of Objects and Their Values Between Vaults. 1718.5. Cached Replica Vaults.1728.6. Login Accounts.174New Login Account. 175Import Login Accounts.176

M-Files Contents 5Show Logged-in Users. 1768.7. Applications (M-Files Admin). 1778.8. Scheduled Jobs.178New Scheduled Job. 178Scheduled Backup Jobs. 1788.9. Electronic Signing and Compliance. 1799. Document Vault Administration. 1819.1. Document Vault Action Menu. 181Creating and Attaching a Document Vault.181Log Out, Log In. 181Vault Operations. 181Vault Maintenance. 182Languages and Translations. 184Event Handlers. 1899.2. Users. 198New User. 198Permissions.201Import Users. 2029.3. User Groups.202New User Group.202Permissions.202Import User Groups. 2039.4. Metadata Structure.204Object Types.204Value Lists. 211Property Definitions. 219Classes. 232Class Groups. 2369.5. Workflows. 237Graphical Workflow Designer. 238New Workflow.2409.6. Named Access Control Lists.262New Named Access Control List. 262Modifying Named Access Control Lists.263Permissions.2649.7. Connections to External Sources. 265External File Sources. 265Scanner Sources. 273Mail Sources. 2739.8. Event Log. 2779.9. Reporting and Data Export. 280Metadata Export and Data Set Settings. 280Report Access Identity.283Creation of Reports and the Required Software.284Reports and Their Properties in M-Files Desktop.2859.10. Content Replication and Archiving.285Export Content.287Import Content. 292Scheduled Export and Import.298Archive Old Versions. 3019.11. Metadata Card Configuration. 30210. VBScript Variables Explained.304

M-Files Contents 611. Contacting Support. 31112. Frequently Asked Questions. 31212.1. What are the hardware requirements and recommendations?.31212.2. How often should I make backups?. 31212.3. What's new in this M-Files version?. 31212.4. How do the automatic u

M-Files 1. Introduction to M-Files 7 1. Introduction to M-Files Congratulations on your purchase of M-Files Dynamic Content Management software! M-Files enterprise content management software helps you easily store, organize and access all kinds of documents and information.

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