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CtrlTeams

CtrlTeams is not an application. It is three of them — CtrlSync, CtrlTMS and PDS — licensed as one and configured to work together, so that a team in Microsoft 365 and the record of its work in M-Files stay the same thing.

Each of the three is documented on its own, and each runs on its own. This section covers only what is true when they are deployed together: the order to install them in, the vault properties they have to agree on, and the path an object takes from one application to the next.

Section What it holds Written for
About What each application contributes, and the vault decisions to take first Anyone evaluating or about to deploy it
Set up The ordered path across all three applications The partner doing the deployment
How-to guides One task at a time Vault administrators
Troubleshooting Which of the three has stopped, and why Administrators and support

Each application’s own documentation covers its settings: CtrlSync, CtrlTMS and PDS.

Applications CtrlSync, plus CtrlTMS and PDS as needed
Microsoft 365 One Entra ID app registration, shared by CtrlSync and CtrlTMS
Licence One bundle, covering all three
Minimum M-Files version 23.6.0.0, the highest of the three
Application What it does Needed for CtrlTeams
CtrlSync Moves files between M-Files and SharePoint or Teams Yes — both of the others depend on it
CtrlTMS Finds, creates and tracks teams and channels as M-Files objects Optional
PDS Builds a project’s folder structure and starting documents from a template Optional

CtrlSync is the one that cannot be left out. CtrlTMS is what gets a team into the vault in the first place, and PDS is what puts a consistent set of folders and documents into it. A deployment with CtrlSync and only one of the other two is supported and reasonably common.

CtrlTeams is a single licence bundle. Buying it licenses all three applications; there is no separate purchase for CtrlSync, CtrlTMS or PDS. Each application still validates its own licence file at startup, so all three have to be installed with one.

For pricing and a trial, see CtrlTeams on ctrldocs.com.