M-Files Integration with AuthPoint

Deployment Overview

This document describes how to set up multi-factor authentication (MFA) for M-Files with AuthPoint as an identity provider. M-Files must already be configured and deployed before you set up MFA with AuthPoint.

This integration was tested with on-premise version 20.3.8876.7 of M-Files.

M-Files Authentication Data Flow with AuthPoint

AuthPoint communicates with various cloud-based services and service providers with the SAML protocol. This diagram shows the data flow of an MFA transaction for M-Files.

Diagram that shows the data flow of an MFA transaction for a SAML resource with the push authentication method.

Before You Begin

Before you begin these procedures, make sure that:

Configure M-Files

To start, you must download the metadata file from the Certificate Management page in the AuthPoint management UI. After you have that, you can configure M-Files.

  1. Log in to WatchGuard Cloud.
  2. From the navigation menu, select Configure > AuthPoint. If you have a Service Provider account, you must select an account from Account Manager.
  3. Select Resources.
  4. Click Certificate.

  1. Next to AuthPoint certificate you will associate with your resource, click and select Download Metadata, Download Certificate, and Copy Metadata URL. We recommend that you choose the certificate with the latest expiration date.

    The AuthPoint metadata provides your resource, in this case M-Files, with information necessary to identify AuthPoint as a trusted identity provider.

  1. Log in to the M-Files Admin console.
  2. Navigate to your target vault and select Configurations > Federated Authentication.

  1. Expand Scopes.
  2. Click Add Scope, then expand the scope and set a value for it. In our example, we set our scope to be * so that all users are redirected to AuthPoint for authentication.
  3. Expand Configurations.
  4. Click Add Configuration.
  5. Expand the configuration and type a name. In our example, we name the configuration AuthPoint.
  6. From the Authentication protocol drop-down list, select SAML V2.0.
  7. Open the AuthPoint metadata file you downloaded and find the entityIDSingleSignOnService Location, and SingleLogoutService Location values.
  8. Expand Settings > Common.
  9. In the IdentityProviderEntityID text box, paste the entityID value from the AuthPoint metadata file.
  10. In the ServiceProviderEntityID text box, type any value. You must use this value when you create a SAML resource in AuthPoint. In our example, we set this value to be M-Files.
  11. For Show advanced options, select Yes.
  12. In the IdentityProviderCertificateFile text box, type or paste the path to the AuthPoint certificate file that you downloaded.

  1. Expand Client.
  2. In the SingleSignOnServiceUrl text box, paste the SingleSignOnService Location value from the AuthPoint metadata file.
  3. In the SingleLogoutServiceUrl text box, paste the SingleLogoutService Location value from the AuthPoint metadata file.
  4. In the AssertionConsumerServiceUrl, type https://<webaccess.domain>/Authentication/MFiles.AuthenticationProviders.Core/read. You must use this value when you create a SAML resource in AuthPoint.
  5. In the DisplayName text box, type AuthPoint.
  6. Expand Server.
  7. In the AccountClaim text box, type AccountClaim.
  8. In the IdentityProviderMetadata text box, paste the metadata URL that you copied from AuthPoint.
  9. Set the Default configuration to AuthPoint (the name of your configuration).
  10. Click Save.

Configure AuthPoint

Before AuthPoint can receive authentication requests from M-Files, you must specify the M-Files client as a SAML resource in AuthPoint. You must also assign an access policy for the M-Files resource to the user group(s) that must authenticate to log in.

Add a SAML Resource in AuthPoint

From the AuthPoint management UI:

  1. From the navigation menu, select Resources.
  2. From the Choose a Resource Type drop-down list, select SAML. Click Add Resource.

  1. On the SAML page, in the Name text box, type a name for this resource.
  2. From the Application Type drop-down list, select M-Files.
  3. In the Service Provider Entity ID text box, type M-Files. This must be the same value that you set for ServiceProviderEntityID in M-Files.
  4. In the Assertion Consumer Service text box, type https://<webaccess.domain>/Authentication/MFiles.AuthenticationProviders.Core/read. This must be the same value that you set for AssertionConsumerServiceUrl in M-Files.
  5. From the AuthPoint Certificate drop-down list, select the certificate to associate with your resource. This must be the same certificate that you downloaded the metadata for in the previous section.
  6. Click Save.

Add an Access Policy to AuthPoint

You must have at least one user group in AuthPoint for authentication with M-Files, and you must assign an access policy for the M-Files resource to that group. If you already have a group, you do not have to add another group.

In the AuthPoint management UI:

  1. From the navigation menu, select Groups.
  2. To add a new group, click Add Group. If you already have a group that you want to use, select the group to edit it.

  1. In the Name text box, type a descriptive name for the group.
  2. (Optional) In the Description text box, type a description of the group.

  1. In the Access Policy section, click Add Policy.

  1. In the Add Policy dialog box, from the Resource drop-down list, select the resource you want to add an access policy for.
  2. (Optional) To require that users type their password before they authenticate for this resource, enable the Require Password Authentication toggle.
  3. Select the authentication options that users in this group can select from when they authenticate.

    For SAML resources, if you select more than one authentication option, users must select one of the available options when they authenticate. For example, if you select OTP and Push, users can choose to type their OTP or approve a push to authenticate. You cannot require that they do both.

  1. Click Add.

  1. (Optional) Add one or more safe locations to your group. For more information about safe locations and detailed instructions to add them, see About Safe Locations.
  2. Click Save.

Add Users to AuthPoint

Before you assign users to a group, you must add the users to AuthPoint. There are two ways to add AuthPoint user accounts:

  • Sync users from an external user database
  • Add local AuthPoint users

Each user must be a member of a group. You must add at least one group before you can add users to AuthPoint.

Test the Integration

To test AuthPoint MFA with M-Files, you can authenticate with a mobile token on your mobile device. For SAML resources, you can choose any method (push, QR code, or one-time password).

In this example, we show the push authentication method (users receive a push notification in the mobile app that they must approve to authenticate).

  1. Click M-Files Online in your client and select your vault.
    You are redirected to the AuthPoint authentication page.
  2. Type your email address or AuthPoint user name. Click Next.
  3. If required, in the Password text box, type your password.
  4. For the authentication method, select Push.
  5. Click Send.
  6. Approve the authentication request that is sent to your mobile device.
    You are logged in to M-Files.