The M-Files installer automatically detects the previous versions of the software and can migrate the settings from the old to the new version. Hence, do not uninstall any previous versions of M-Files before upgrading.
Perform the following tasks to upgrade M-Files with a higher version:
With the "Simple upgrade" option selected, the setup automatically installs the same components that were installed in the earlier M-Files version. The setup installs the new version and transfers the M-Files settings along with all local data from the earlier version to the new version. Finally, the setup uninstalls the earlier version.
You can use the following table to verify M-Files Server–Client/Desktop compatibility:
M-Files Client 9.0 | M-Files Client 10.x | M-Files Desktop 2015, 2015.1, 2015.2, and 2015.3 | |
M-Files Server 9.0 | Compatible | Compatible | Not compatible |
M-Files Server 10.x | Compatible | Compatible | Compatible |
M-Files Server 2015, 2015.1, 2015.2, and 2015.3 | Compatible | Compatible | Compatible |
Before installing the upgrade on M-Files Server, make sure that your server fulfills the hardware and software requirements of the new version (see System Requirements and Technical Details).
The administrator should also ensure that recent backups of the document vaults are available. The backups may be useful should an unexpected fault situation occur during the server upgrade.
In the event of a fault situation, contact M-Files customer support immediately. Do not attempt to rectify the fault, as solving the fault situation is usually much easier if no additional actions have been performed.
Service releases are smaller M-Files software upgrades that share the same main version number (for example "11.0" for M-Files 2015), followed by the four-digit version ID for the service release. For instance, versions 11.0.4300.47 and 11.0.4300.58 are service releases for M-Files 2015 (11.0.4300.27). Usually, the service releases do not contain any new properties, but rather are released if faults requiring repair are detected in the software, or if compatibility with higher versions of other software requires changes to M-Files.
Service release versions are fully compatible between each other and can be installed in whichever order. In other words, whether the service release is installed first on the workstations and then on the server, or vice versa, makes no difference.
Automatic Updates is a program that keeps your M-Files software up to date. If a newer version of M-Files covered by your M-Files subscription becomes available, it is downloaded to your computer and you are notified about it. New M-Files versions normally become available as automatic updates about a month after a new version has been officially released.
Disabling the updates
You can open the automatic updates control panel via your Windows start menu or the M-Files icon in your Windows notification area. If you wish to disable automatic updates, you can do so by unselecting the Check for updates automatically checkbox on the Settings tab. Administrators can disable automatic updating altogether by using a modified installation package. For more information, refer to M-Files Setup: Advanced User's Guide.
Checking for updates manually
You can check for updates manually by clicking the Check now button on the Installation tab.
M-Files Server versions for M-Files 2015 and later do not support the OCR module of the M-Files versions prior to M-Files 2015, so you might need to upgrade this module after upgrading the server software. See Instructions for enabling the M-Files OCR Module for detailed instructions.
You can use the Windows Group Policy feature to automatically distribute M-Files to client computers. Alternatively, you may use any other centralized deployment mechanism that you are familiar with. You can also customize the behavior of the M-Files setup program. For further information on these options, refer to M-Files Setup: Advanced User's Guide.