PDS configuration
PDS is configured in M-Files Admin, under the vault’s Applications node. Every setting on these pages is generated from the configuration classes in the shipping application, so it describes the version you have rather than the version someone last wrote about.
How the configuration is organised
Section titled “How the configuration is organised”The configuration has five sections, and each one is a page under Setting groups in the sidebar. Almost every setting in them names something that has to already exist in the vault — see Vault structure.
The top level
Section titled “The top level”Sections
Project ConfigurationRequired
Configuration for project-related settings.
SharePoint Artifacts ConfigurationRequired
Configuration for SharePoint artifact-related settings.
Document Templates ConfigurationRequired
Configuration for document template-related settings.
Path ConfigurationRequired
Configuration for folder structure and path-related settings.
Graph ConfigurationRequired
Configuration for Microsoft Graph-related settings.
Main configuration settings, generated from PDS 0.25.11.0.
What each section is for
Section titled “What each section is for”Project Configuration identifies a project: its object type and class, the property linking documents and artefacts to it, and the property naming its template. It also holds the workflow and the states that trigger baseline generation and activation.
Path Configuration identifies a folder. A path object’s partial path title is its own name and its directory structure property is its parent, so the folder hierarchy is a chain of objects rather than a typed-in string.
SharePoint Artifacts Configuration covers the objects PDS creates during baseline generation: the artefact type and class, their own workflow, the title given to each one, and which properties are copied onto them. Leave it empty for a folders-only deployment.
Document Templates Configuration says which property on a document object template holds the document to copy, and what happens to changes made to an uploaded document afterwards.
Graph Configuration holds no Microsoft Graph credentials. It names the three vault properties PDS writes and CtrlSync reads: the SharePoint URL, the SharePoint ID, and the flag that starts synchronisation. The name is the one M-Files Admin shows, so it is kept here.
Logging and email come from the M-Files framework rather than from the application itself, and are identical everywhere, so they are documented once at Logging and email.
A note on defaults
Section titled “A note on defaults”Several settings show no default because none is set in the application. Where a default does exist — the artefact title placeholder, the synchronisation behaviour — the setting says so on its page.