Initial Setup Steps for Identity Provisioning with M-Files

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to M-Files.

Note: For detailed instructions on operating M-Files, please refer to the documentation provided by M-Files.

Item Details
Pre-check
  • M-Files administrator privileges are required.
Setup Flow / Manual

Note: After connecting TrustLogin and M-Files using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual   -
Notes
  • None in particular

 

Setup Steps

M-Files Settings

  1. Log in to M-Files with administrator privileges and click Configurations.

    [Mfiles]_ID_16.png
     

  2. Click "Create configuration > Other SCIM provider".

    [Mfiles]_ID_17.png
     

  3. Enter any name in "Configuration name", select "Named" for "Default license type", and click "Save".

    [Mfiles]_ID_18.png
  4. Copy the displayed "Tenant URL", "Client ID", and "Client secret" values to your clipboard.
    Note: The tokens cannot be viewed again after "Save". Please make sure you have copied them before proceeding.
    [Mfiles]_ID_19.png

    This completes the preparation on the M-Files side. Next, configure the settings on the TrustLogin side.
     

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png
     

  2. Click "Add Service".
    IDProvServiceCommon02.png
       
  3. On the Add Service screen, search for and select "M-Files", then click the "Add" button.
    [Mfiles]_ID_15.png
     
  4. You will be redirected to the "Identity Provisioning > M-Files" page.
    Click the "Edit" button.
    Mfiles_ID_09.png
      
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    API URL The value of the "Tenant URL" you copied in step 4 of M-Files Settings
    Client ID The value of the "Client ID" you copied in step 4 of M-Files Settings
    Client Secret The value of the "Client secret" you copied in step 4 of M-Files Settings

    Mfiles_ID_13.png
     

  6. Click the "Connect" button in the upper right of the screen. 
    NotConnected_IDProv.png
     
  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png
     

Next step: The manual for configuring user synchronization is available here

 

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the M-Files side.
For configuration instructions, see here

Available Default Functions

 

Initial Setup Steps for Identity Provisioning with M-Files

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to M-Files.

Note: For detailed instructions on operating M-Files, please refer to the documentation provided by M-Files.

Item Details
Pre-check
  • M-Files administrator privileges are required.
Setup Flow / Manual

Note: After connecting TrustLogin and M-Files using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual   -
Notes
  • None in particular

 

Setup Steps

M-Files Settings

  1. Log in to M-Files with administrator privileges and click Configurations.

    [Mfiles]_ID_16.png
     

  2. Click "Create configuration > Other SCIM provider".

    [Mfiles]_ID_17.png
     

  3. Enter any name in "Configuration name", select "Named" for "Default license type", and click "Save".

    [Mfiles]_ID_18.png
  4. Copy the displayed "Tenant URL", "Client ID", and "Client secret" values to your clipboard.
    Note: The tokens cannot be viewed again after "Save". Please make sure you have copied them before proceeding.
    [Mfiles]_ID_19.png

    This completes the preparation on the M-Files side. Next, configure the settings on the TrustLogin side.
     

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png
     

  2. Click "Add Service".
    IDProvServiceCommon02.png
       
  3. On the Add Service screen, search for and select "M-Files", then click the "Add" button.
    [Mfiles]_ID_15.png
     
  4. You will be redirected to the "Identity Provisioning > M-Files" page.
    Click the "Edit" button.
    Mfiles_ID_09.png
      
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    API URL The value of the "Tenant URL" you copied in step 4 of M-Files Settings
    Client ID The value of the "Client ID" you copied in step 4 of M-Files Settings
    Client Secret The value of the "Client secret" you copied in step 4 of M-Files Settings

    Mfiles_ID_13.png
     

  6. Click the "Connect" button in the upper right of the screen. 
    NotConnected_IDProv.png
     
  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png
     

Next step: The manual for configuring user synchronization is available here

 

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the M-Files side.
For configuration instructions, see here

Available Default Functions