Tutorial: Azure Active Directory integration with M-Files
In this tutorial, you learn how to integrate M-Files with Azure Active Directory (Azure AD).
Integrating M-Files with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to M-Files
- You can enable your users to automatically get signed-on to M-Files (Single Sign-On) with their Azure AD accounts
- You can manage your accounts in one central location - the Azure portal
If you want to know more details about SaaS app integration with Azure AD, see what is application access and single sign-on with Azure Active Directory.
To configure Azure AD integration with M-Files, you need the following items:
- An Azure AD subscription
- A M-Files single sign-on enabled subscription
To test the steps in this tutorial, we do not recommend using a production environment.
To test the steps in this tutorial, you should follow these recommendations:
- Do not use your production environment, unless it is necessary.
- If you don't have an Azure AD trial environment, you can get a one-month trial here.
In this tutorial, you test Azure AD single sign-on in a test environment. The scenario outlined in this tutorial consists of two main building blocks:
- Adding M-Files from the gallery
- Configuring and testing Azure AD single sign-on
Adding M-Files from the gallery
To configure the integration of M-Files into Azure AD, you need to add M-Files from the gallery to your list of managed SaaS apps.
To add M-Files from the gallery, perform the following steps:
In the Azure portal, on the left navigation panel, click Azure Active Directory icon.
Navigate to Enterprise applications. Then go to All applications.
To add new application, click New application button on the top of dialog.
In the search box, type M-Files.
In the results panel, select M-Files, and then click Add button to add the application.
Configuring and testing Azure AD single sign-on
In this section, you configure and test Azure AD single sign-on with M-Files based on a test user called "Britta Simon".
For single sign-on to work, Azure AD needs to know what the counterpart user in M-Files is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in M-Files needs to be established.
In M-Files, assign the value of the user name in Azure AD as the value of the Username to establish the link relationship.
To configure and test Azure AD single sign-on with M-Files, you need to complete the following building blocks:
- Configuring Azure AD Single Sign-On - to enable your users to use this feature.
- Creating an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Creating a M-Files test user - to have a counterpart of Britta Simon in M-Files that is linked to the Azure AD representation of user.
- Assigning the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- Testing Single Sign-On - to verify whether the configuration works.
Configuring Azure AD single sign-on
In this section, you enable Azure AD single sign-on in the Azure portal and configure single sign-on in your M-Files application.
To configure Azure AD single sign-on with M-Files, perform the following steps:
In the Azure portal, on the M-Files application integration page, click Single sign-on.
On the Single sign-on dialog, select Mode as SAML-based Sign-on to enable single sign-on.
On the M-Files Domain and URLs section, perform the following steps:
a. In the Sign-on URL textbox, type a URL using the following pattern:
b. In the Identifier textbox, type a URL using the following pattern:
These values are not real. Update these values with the actual Sign-On URL and Identifier. Contact M-Files Client support team to get these values.
On the SAML Signing Certificate section, click Metadata XML and then save the metadata file on your computer.
Click Save button.
To get SSO configured for your application, contact M-Files support team and provide them the downloaded Metadata.
Follow the next steps if you want to configure SSO for you M-File desktop application. No extra steps are required if you only want to configure SSO for M-Files web version.
Follow the next steps to configure the M-File desktop application to enable SSO with Azure AD. To download M-Files, go to M-Files download page.
Open the M-Files Desktop Settings window. Then, click Add.
On the Document Vault Connection Properties window, perform the following steps:
Under the Server section type, the values as follows:
a. For Name, type
b. For Port Number, type 4466.
c. For Protocol, select HTTPS.
d. In the Authentication field, select Specific Windows user. Then, you are prompted with a signing page. Insert your Azure AD credentials.
e. For the Vault on Server, select the corresponding vault on server.
f. Click OK.
You can now read a concise version of these instructions inside the Azure portal, while you are setting up the app! After adding this app from the Active Directory > Enterprise Applications section, simply click the Single Sign-On tab and access the embedded documentation through the Configuration section at the bottom. You can read more about the embedded documentation feature here: Azure AD embedded documentation
Creating an Azure AD test user
The objective of this section is to create a test user in the Azure portal called Britta Simon.
To create a test user in Azure AD, perform the following steps:
In the Azure portal, on the left navigation pane, click Azure Active Directory icon.
To display the list of users, go to Users and groups and click All users.
To open the User dialog, click Add on the top of the dialog.
On the User dialog page, perform the following steps:
a. In the Name textbox, type BrittaSimon.
b. In the User name textbox, type the email address of BrittaSimon.
c. Select Show Password and write down the value of the Password.
d. Click Create.
Creating a M-Files test user
The objective of this section is to create a user called Britta Simon in M-Files. Work with M-Files support team to add the users in the M-Files.
Assigning the Azure AD test user
In this section, you enable Britta Simon to use Azure single sign-on by granting access to M-Files.
To assign Britta Simon to M-Files, perform the following steps:
In the Azure portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.
In the applications list, select M-Files.
In the menu on the left, click Users and groups.
Click Add button. Then select Users and groups on Add Assignment dialog.
On Users and groups dialog, select Britta Simon in the Users list.
Click Select button on Users and groups dialog.
Click Assign button on Add Assignment dialog.
Testing single sign-on
The objective of this section is to test your Azure AD SSO configuration using the Access Panel.
When you click the M-Files tile in the Access Panel, you should get automatically signed-on to your M-Files application.