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M-Files

The M-Files custom connector brings content from an M-Files vault into Glean. It indexes vault object metadata and attached files so employees can find governed enterprise content while preserving source permissions.

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The Glean team sets up the M-Files custom connector. Contact Glean Support to get started.

Prerequisites​

To set up the M-Files connector, you need the following ready before contacting Glean Support:

  • Microsoft Entra ID credentials: application details and credentials for a dedicated user that can authenticate to the M-Files vault.
  • M-Files read access: access to vault structure, object metadata, and attached file content.
  • Permissioning extension: a customer-built M-Files Vault Application Framework (VAF) extension that returns documents, users, groups, and group memberships, with an API key for access.
  • Connection details: the M-Files API and permissioning-extension URLs, plus the vault identifier used for links.
  • HTTPS network access: the connector must reach the M-Files and permissioning-extension endpoints.

Supported objects and content types​

The connector indexes the following content from M-Files:

  • Vault objects: metadata for the object types configured for the deployment.
  • Attached files: the connector creates a separate searchable document for each attached file, subject to the configured file-size limit.

The connector also adds M-Files users, groups, and group memberships for identity and permission resolution. It does not make them searchable content.

How permissions work​

Public vault objects set allow_anonymous_access=True, so they are visible to every user in the Glean tenant. They are not public on the internet.

Other content sets allow_anonymous_access=False and is available only to the users and groups returned by the VAF permissioning extension. Permission changes take effect after the next crawl.

Sync behavior​

The connector supports incremental and full crawls:

  • Incremental crawl: adds or updates changed vault objects and files. It does not remove content that disappears from M-Files.
  • Full crawl: indexes all configured vault content and removes content that the source no longer returns.

The Glean team configures the crawl schedule and can enable full crawls for your deployment.

Next steps​

Contact Glean Support with these prerequisites to begin setting up the M-Files connector for your organization.

See also​

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