M-Files
M-Files is an Enterprise Content Management (ECM) system that is widely used in industry. It provides a metadata driven mechanism for storing, versioning and sharing files across an organization. See https://www.m-files.com for more detail about M-Files.
The Workflow M-Files solution is based on two plugins:
- The M-Files Download plugin for downloading files from an M-Files server.
- The M-Files Upload plugin for uploading files to an M-Files server.
These plugins are not initially installed with Workflow. available for download on the Resource Center (https://olresourcecenter.uplandsoftware.com). After downloading the .PPK files, you will then need to import them into Workflow yourself.
See Importing a plugin.
Once installed, the M-Files plugins will appear in the Document Management category in the Plug-In Bar.
Installing the plugin
First unzip the contents of the ZIP file and then install using the wizard. Click Yes to replace any previously installed version of the plugin.
- Open the Workflow Configuration tool .
- In the Plug-In Bar, click on the two black arrows with the black triangle underneath, at the bottom right area of the window pane.
- In the popup menu, select “Import Plug-in” and select the plugin PPK file, or DLL file.
- If an older version of the plugin is already installed, a warning will be shown, asking if you want to overwrite the existing file. Click OK. In this case you must restart Workflow to allow proper reloading of the plugin. If you do not restart Workflow, the plugin will not function correctly. All existing instances of the plugin in Workflow processes must also be replaced by the new version.
You can now find the M-Files plugin in the Document Management category of the Plug-In Bar.
Note: No third party system resources are incorporated directly into this OL product. This means that while the plugin was tested against the associated third party systems when initially released, they may behave differently with later versions of that system. Use at your own risk.
Should you encounter any issues, please contact your local Upland Objectif Lune Support team and we will do our best to help.
Testing the plugin
To test the plugin, drag it from the Plug-In Bar into a process. The plugin configuration dialog will open and show the index property page. If that works, the plugin is installed correctly and ready for use.
Further help can be found by pressing F1 or the Help button in Connect Workflow from the M-Files dialog or by searching for “M-Files” in the Workflow product.
Note: To be able to use this plugin you need a working M-Files installation and a user account with appropriate permissions.