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Installing M-Files on Windows /Adding Connection to Test Environment

Purpose

Installing M-Files on a PC.

Outcomes and Prerequisites

Outcomes

M-Files has been installed on a PC.

Prerequisites

The PC must comply with the system requirements, see www.m-files.com > User Guides > System Requirements.

Step 1                 

Go through the following steps to install M-Files:

Open a web browser and go to www.simplerqms.com/m-files 

You will be redirected to our file share on SharePoint.  Download the installation file and run it:

Step 2                

The M-Files Installation Wizard will now appear. Click Next >  

Step 3            

The End-User License Agreement will now appear. Select I accept the license agreement and click Next >

Step 4        

Depending on your Windows version and setup, the following dialogue box might appear: “Do you want to allow this app to make changes to your device?” Click Yes. M-Files will now start installing.

Step 5           

You will now see: “M-Files has been successfully installed.”

Leave the check box checked “Start M-Files Desktop configuration.”

Click Finish. 

Step 6          

You should now see the following box:

Click Add

If you don’t see the M-Files Desktop Settings box, then right-click on the M-icon in the Windows Tray. Then click Settings > M-Files Desktop Settings.

Step 7

Input the following information:

Name: SimplerQMS Test 2.8

Server Name:  simplerqmstest2.cloudvault.m-files.com

Port Number: 443

Protocol: gRPC

*Test the Connection by clicking on Test Connection – this should say it succeeded to confirm that all the details above are correct.

Authentication:  Specific Windows User

Remove the Check mark in “Log in automatically when Windows is started”

When you select Vault on the server, then a pop-up box will appear:

If you previously used another Microsoft account, then click Use another account. 

If you didn’t previously use another Microsoft account, then enter the password and username provided to you by SimplerQMS.

Click OK to continue.  The Vault on the server will now display ‘SimplerQMS Test’. Select this option. Click OK to save the Vault Connection. Click Close to close the Vault Connections box.

Step 8

Start the M-Files application by clicking on the M-Files desktop icon. 

Enter the username and password again.

Wait for this dialogue box to appear (this can take up to 20 sec.):

Click Allow. The M-Files Applications has now been installed and will now open.

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