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Home/System setup and customization/Vault configuration and customization/Intelligent metadata layer/Intelligence services

Adding an intelligence service

Last updated on 10 April 2026

Admin

Complete the following steps to add an intelligence service to a vault on the M-Files Server computer:

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Right-click a vault.
  5. Click Applications.
    Result:The Applications window is opened.
  6. Click the Install button.
  7. Locate the application package stored on your computer and click Open.
    Result:You are prompted to restart the document vault.
  8. Click Yes at the prompt.
  9. If you have any open sessions in the selected vault, you are prompted to close any open sessions. Click Yes.
The selected intelligence service is installed and should be listed in the Applications window. After the intelligence service has been successfully installed, it should be configured. For instructions on configuring an intelligence service, see Configuring an intelligence service.
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