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.
 |
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. |
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 dataM-Files in applications
M-Files in processes
Export / Import
Troubleshooting