practical-m-files

Practical samples of M-Files COM and REST API that you can use.

If you are a developer and building solutions and integrations with M-Files, the Intelligent document and information management system, you've found the M-Files application platform reference documentation some what lacking, as I did.

In my quest in learning the M-Files applications platform, practical-m-files is my write-up of simple applications with the M-Files APIs and some proposals for lacking features, like using Serilog for logging in vault application.

Table of contents

• Requirements
• Getting started
  • Clone this repository to your harddisk
  • Restore the supplied sample vault practical-m-files
  • Add M-Files Desktop App settings for the sample vault
  • Open a sample project in Visual Studio (Code) and run
• Practical M-Files samples

Requirements

To open and run the samples from practical-mfiles, you'll need the following software and frameworks:

• M-Files Online Full Installation with M-Files Desktop, M-Files Server and M-Files Server tools.
• Microsoft Visual Studio 2019 or Microsoft Visual Studio Code with C#.
• .NET Full framework 4.x en .NET 5.x.

Getting started

The practical-m-files samples work with a local sample vault, called practical-m-files, that you can find in the /vault folder.

Clone this repository to your harddisk

TODO

Restore the supplied sample vault practical-m-files

Use these instructions to import the sample practical-m-files.mfb vault:

1. Git clone this repository to your harddisk

2. Start MF Admin

3. Go to the Local Computer\Document Vaults node.

4. Right click the Document Vaults node and choose `Restore Document Vault'.

   

   • In Full backup enter the path to practical-m-files.mfb.
   • Make sure you select Restore using the original identity.
   • Click OK.
   • In the Attached Vault Options dialog, only Event Handlers is unselected and click Disable selected.
   • In the Attached Vault dialog, click Attach and the vault is imported.

5. Open the practical-m-files vault to Users and click 'New User' to add your Windows login account to the vault.

   • In the Login account dropdown, choose your M-Files Windows account.
   • In the Administrative rights in vault section, select 'Full control of vault'.
   • Click OK to create the user.

Add M-Files Desktop App settings for the sample vault

Create a M-Files Desktop settings entry.

1. In the Windows traybar, right click the M-Files icon and choose Settings, M-Files Desktop settings

2. Click Add... and enter connection settings.

   

   • In Name, enter '`practical-m-files' .
   • In the server section, enter Localhost in Name, 2266 with Port number and protocol TCP/IP.
   • Choose Current Windows user with Authentication.
   • Pick practical-m-files in the Vault on server dropdown.
   • Click OK to complete the vault connection settings..

Open a sample project in Visual Studio (Code) and run

Practical M-Files samples

Theres are a lot of samples. Click in the code panel to go to the sample source code.