Connector for M-Files
The Connector for M-Files enables the M-Files Document Management System,
named M-Files in the following, to be used as
a storage method for files that are stored in Intrexx data groups as usual
on the local file system. In addition to saving files, metadata for a file
in M-Files can be maintained and edited in Intrexx. For the portal users,
therefore, it makes no difference whether a file available in the portal
is stored locally or in M-Files.
The following chart shows the role of the connector and the involved components.
A
file data field in an
Intrexx data group
corresponds to a Document object type and a class in the M-Files DMS.
One or more files can be stored for each file field, depending on
whether the document in M-Files corresponds to a one-file or multiple-file
document type.
Files cannot only be saved to the M-Files DMS, but can also be directly
opened and/or downloaded from M-Files in an Intrexx portal. Access to M-Files
here occurs via a specific M-Files user, through which all permissions in
M-Files are taken into account. Depending on the authentication mode,
Intrexx portal users can log on directly to M-Files, or access can occur
through a static user that is saved to the
file field configuration.
Fundamentally, Intrexx will be considered as the leading system when
discussing it in combination with M-Files. This means that files are uploaded
and metadata is entered to Intrexx, and then they are passed to M-Files. This
also means that metadata is saved both in M-Files and to Intrexx data group
fields, though files are only saved to the M-Files DMS.
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A full text search of the document contents is not possible in
Intrexx without additional steps, since the files are kept in
M-Files. In this case, it is recommended to use the M-Files Web
Access Client to search.
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The same
actions are available in the
Processes module
as those that are available for normal Intrexx data groups. This allows files
to be transferred from Intrexx to M-Files and back again controlled by processes.
More information
Consume M-Files data
M-Files in applications
M-Files in processes
Export / Import
Troubleshooting