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Figure 89:Setting up a connection to a document vault.
If you want to remove a connection, select the connection and click Remove.
By clicking the Edit button, you can edit the document vault connection properties.The
button opens the same Document Vault Connection Properties window as the Add button.
After making the changes, it is a good idea to check whether the connection to the
document vault still works.This can be done easily by clicking the Test Connection to
Document Vault button.
On this tab, you can configure M-Files Client settings.
M-Files® 10
M-Files® 10
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Figure 90:The Settings tab of the M-Files Client Settings.
User-specific Settings
Dialog boxes and prompts
You can define comments to be asked of the user upon each check-in. If the Check in
immediately option has been selected for file closure, comments are not requested.
By default, a warning is always displayed when the user logs out if the user has objects
checked out. Dialog boxes are also closed after a default timeout.
5 Description of the basic functions
5 Description of the basic functions
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Figure 91:The user-specific settings are specific to Windows users per workstation.
File opening behavior per file extension
You can define for each file extension type whether the specific file format is always
opened in Check Out or Open as read-only state.You can also specify for each extension
type that, upon opening each file, the software asks the state in which the file is to be
M-Files® 10
M-Files® 10
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Figure 92:File opening behavior per file extension.
File closing behavior
You can define which actions are performed on the file upon closing it.The definition
applies to all file formats. By default, the user will be asked what they wish to do to the
file upon closing it. If the user does not change the default procedure (Do not check in),
the dialog will be automatically closed after a chosen time and the document will remain
checked out.
Computer-specific drive and cache settings
On the Settings tab of M-Files Client Settings, you can, for example, change the drive
letter of the virtual hard drive.
5 Description of the basic functions
5 Description of the basic functions
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Figure 93:Drive and Cache options of the M-Files Client.
Select the drive letter for the M-Files drive.The default drive is M:\.
Local cache
When using M-Files, the documents are retrieved from the server to the computer's local
hard drive.The local cache makes M-Files significantly faster to use over slow connections.
Maximum in-memory cache size per vault
Here you can specify the amount of the computer's main memory that the document
cache is allowed to take up.
Maximum on-disk cache size per vault
Here you can specify the amount of the computer's disk space that the document cache
is allowed to take up.
M-Files® 10
M-Files® 10
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Destroy Local Data
Figure 94:The local vault/user combinations are listed in the Destroy Local Data window.
M-Files saves information about the documents locally in the computer's cache.The data
remains on the server, but the cache makes M-Files faster to use. Local files take up
space on the computer's hard drive. For this reason, it may sometimes be necessary to
destroy local data.This function can be used to destroy local cache information about
the documents by user and by document vault.
Other computer-specific settings
Dialog boxes and prompts, Security
The default settings are:
Display a warning if M-Files Client is connected to an older M-Files server.
Allow M-Files to use applications that are installed in the document vault.
5 Description of the basic functions
5 Description of the basic functions
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Figure 95:The Miscellaneous tab contains different computer-specific settings.
Saving to M-Files
You can customize application-specific rules for saving files to M-Files. Application-specific
rules can be used to, for example, exclude temporary files and other unwanted files from
being saved to the document vault. Rules can also be used to allow operation with
applications that use special file saving methods.The rules guarantee that, for instance,
a metadata card of new files is displayed if automatic identification is not functioning.
Add a new behavior by selecting Add...
M-Files® 10
M-Files® 10
Figure 96:Add and edit process-specific saving behavior.
Saving to M-Files: General
General settings can be used to disable the default setting Detect file save operations
from standard file dialog boxes.
You can also define process-specific file formats that are always accepted or never
accepted for saving in M-Files. Use of an asterisk (*) defines that the process-specific
setting is valid for all file formats.
5 Description of the basic functions
5 Description of the basic functions
Figure 97:General process-specific settings.
Saving to M-Files: Advanced
In the advanced settings, you can disable the default setting Detect file closing and apply
user-specific check-in behavior.
You can also define process-specific file formats that will be immediately checked-in when
the new file with the extension in question has been saved and the metadata card has
been completed.
M-Files® 10
M-Files® 10
Figure 98:Advanced process-specific settings.
Offline mode
By default, the documents are kept ready for the offline state. If the workstation is never
used offline, the documents need not be ready for the offline state.The selection can
also be removed if the offline state is seldom used or seems to cause additional load for
the machine.
Export of vault connections and settings
Document vault connections and settings can be exported to a Windows registry file.
By sharing and enabling the exported registry file on other computers, you will be able
to use common M-Files configuration data on several computers.
5.7 Show Status
In M-Files, the documents are kept on the M-Files server, and they are transferred to the
caches of M-Files users' computers to make the use of M-Files as fast as possible.You
5 Description of the basic functions
5 Description of the basic functions
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