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Configure Vault Application

The M-Connect Vault App must be configured to work properly. To access the vault app configurations:

  1. Open M-Files Admin and connect to the appropriate server and vault
  2. Expand the vault and select Configurations
  3. Expand Other Applications
  4. Select TEAM.MConnect. This view shows details about the vault app, such as the version and license status

Vault App Details

  1. Select Configuration underneath TEAM.MConnect. This view shows the vault app configurations

Vault App Configurations

Set the Secret Key​

A secret key will be provided by TEAM IM. This is a special key that is used when encrypting sensitive data, and is unique to each client and environment-level.

This key should be placed in the Secret Key property

Secret Key

M-Files Server URL​

Set the M-Files Server URL property to the URL of your M-Files web API, which is typically the same as the native web interface

M-Files Server URL

Configure URL Mappings​

The M-Connect Vault App is responsible for sending various communications to the end-user, such as password reset requests. Because a single vault app can service multiple M-Connect applications, URL mappings are required to know what URL should be included with each communication.

To add URL mappings:

  1. In the vault app configs, expand the M-Connect Application URL Mappings section
  2. Select the Add AppURLMapping link
  3. Expand the near mapping entry that appears
  4. Set the M-Connect Application property to M-Connect Portal Framework
  5. If the workspace if already created, select it now. Otherwise you must fill this out after the workspace is created and the workspaces are synced to M-Files.
  6. Set the M-Connect URL property to the URL of the M-Connect site
  7. Set the M-Connect Site Name to a name of choice, such as M-Connect Shares. This will be used when identifying the site to users within communications

Configure Vault Application

Configure SMTP for Vault Notifications​

If an on-premises M-Files is being used, Vault Notifications can be leveraged - this means that emails to external users will come from the email alias noreply@m-files.com. This is fully optional and a business-specific e-mail account can be used instead to maintain branding.

To configure a custom account, configure the SMTP Configuration details within the Vault App configuration:

Configure SMTP for Vault Notifications

In this case, external users will receive emails from My Portal (portal@testfirm.com).

Note

If a cloud-hosted system is being used, M-Files by default does not allow the use of built in Vault Notifications. In this case custom e-mail servers must be used.

Debugging and Logging Configurations​

The following configurations are available to provide more in-depth logging for the vault app:

Vault Configuration

If the M-Files instance is on-premises, the Windows event log can be used to view any issues or errors that arise. However, if an M-Files cloud environment is used, M-Files Support must retrieve the Windows event logs.

Note

Clients who are using M-Connect are always welcome to reach out to TEAM IM to troubleshoot and correct errors.