Initial Configuration#

This guide shows how to make your initial configuration of your CtrlShare installation.

  1. Open M-Files Admin

  2. Find and connect to your M-Files server

  3. Open the target vault and select the Configurations menu

  4. Select the Other Applications section and click on CtrlShare

  5. Then select the Configuration tab

The main configuration of CtrlShare.

  1. Enter an admin email that will be used to send any errors that may occur

  2. preventCheckout is enabled by default to ensure that documents are not checked out in M-Files while a document is in OneDrive. Only disable this in situations where a document may get “stuck” and unable to check it back in.

  3. livePreview is an experimental option and currently only works in M-Files classic web. Setting this to true adds a live preview tab that shows the current document from OneDrive inside M-Files.

  4. MFilesConfiguration is used to configure properties and object types that are required:

    Title

    Setting

    PD_Writers

    should be set to the Writers property

    PD_Readers

    should be set to the Readers property

    PD_Email

    should be set to the Email property that is used on Person objects

    PD_NameOfUserAccount

    should be set to the Name property that is used on Person objects, typically the full name

    PD_ExternalFileID

    should be set to the External File ID property

    PD_ExternalFileURL

    should be set to the External File URL property

    PD_OfficeURL

    should be set to the Office URL property

    PD_ExternalFilePlatform

    should be set to the External File Platform property

    OBJ_Employee

    should be set to the object type of the Person object

    PD_UserAccount

    should be set to the User account property that is used on Person objects to point to their M-Files User account

Afterwards find the LocalizationConfigurations section, expand it and add a new one.
1. For now, simply set Default to Yes and hit save.
2. If you wish add additional languages or modify the default translation, please refer to the Configuring Localization Options guide.

Localization configuration in CtrlShare.