Document configurations

A CtrlSync vault can hold several kinds of connection — a Teams channel, a SharePoint document library, a project site — and each kind needs its documents handled differently. A document configuration, listed under Connection Configurations, decides that for every connection of one class: which M-Files class, workflow and permissions a synchronised document gets, which properties it inherits from its connection, and what happens when something fails.

Connection Source Class is the class of connection object the configuration applies to. Every document that arrives through a connection of that class is handled by this configuration.

Every setting in a document configuration, with its data type and default, is listed under Connection configuration. This page covers the settings that interact.

Classes, workflow and permissions

Default Document Class is the class a document gets when no property mapper sets one. The class white-list and black-list limit what the mappers may choose: with a white-list, only the classes on it can be applied; a black-listed class never is, even when a mapper picks it.

Default Workflow and Default Named Access Control List are applied to every new document. Error Workflow is applied instead when the document fails to come in, and Make error assignments? also creates an assignment for the owner of the connection, using the two error assignment classes.

Prevent checkouts stops users checking a document out in M-Files while its connection is active.

Properties from the connection

With Copy properties from data sources? on, a document inherits the connection object’s properties. The property white-list and black-list narrow that. CtrlSync’s own properties, such as the Graph URL, are never copied.

Black-list every property that a property mapper sets, and give each mapper a default value instead. A black-listed property is excluded even when the white-list names it.

Paths and people

Path Exclusions leaves out files in matching folders. Each exclusion has a scope and a value: scope Last with the value Excluded skips every folder named Excluded, wherever it sits in the library.

Path Property stores the document’s path in the source, and Created-by property and Modified-by property record who created and last changed it there. Both match the person’s email address in Microsoft 365 against the M-Files users, so each must be a lookup on the users value list.

Property mappings

Path Mappings, Name Mappings and Graph Property Mappings each create a property mapper when CtrlSync runs, which sets metadata from the folder a document is in, its file name, or its Microsoft Graph properties. See Property mappers.

Remarks

When you have finished, CtrlSync must report no local or server errors in M-Files Admin.