TRIM & HPRM

Last Updated: 09 Feb 2018

This manual explains the assets that are available in the TRIM & HP Records Manager (HPRM) packages. These package allow you to connect Squiz Matrix to a HPRM/HPE Content Manager or TRIM Records Management System, transferring records over a HPRM or TRIM Bridge.

For example, using the HPRM Connector, a HPRM bridge can be created that can send, receive and manage the HPRM records and their attachments. HPRM Saved Searches can be created, saving and updating results from the HPRM System, determined by set search criteria. With these functions, Squiz Matrix can work closely in conjunction with a HPRM System, for full access and control of the stored records and their attachments.

HPRM Bridge Overview Diagram
The HPRM package

The TRIM package consists of two major components:

  • TRIM Connector: the TRIM Connector asset can be configured to connect to a TRIM System,
    creating a TRIM bridge allowing easy management of the TRIM records. This TRIM bridge allows the use of the TRIM Saved Search asset and other TRIM functionalities. Multiple TRIM Connectors can be created to link to more than one TRIM system or to create different access privileges for different users.
  • TRIM Saved Search: the TRIM Saved Search asset creates a saved set of TRIM search criteria in Squiz Matrix, creating a set of results that are stored and updated on the system. These results can be used with other Squiz Matrix assets to provide additional TRIM functionalities.

Squiz Matrix's TRIM Package currently supports TRIM versions 6.1, 6.2, 7.1, 7.2 and 7.3.

The HPRM package consists of two major components:

  • HPRM Connector: the HPRM Connector asset can be configured to connect to a HPRM System,
    creating a HPRM bridge allowing easy management of the HPRM records. This HPRM bridge allows the use of the HPRM Saved Search asset and other HPRM functionalities. Multiple HPRM Connectors can be created to link to more than one HPRM system or to create different access privileges for different users.
  • HPRM Saved Search: the HPRM Saved Search asset creates a saved set of HPRM search criteria in Squiz Matrix, creating a set of results that are stored and updated on the system. These results can be used with other Squiz Matrix assets to provide additional HPRM functionalities.

Squiz Matrix's HPRM Package currently supports HPRM version 8.1, 8.3, and HPE Content Manager 9.1.

Other Squiz Matrix assets can be used in conjunction with these connectors, providing functions such as:

  • E-Form: a Custom Form can be configured as an E-Form, submitting records to the HPRM system via the HPRM Connector.
  • HPRM Record Listing: an Asset Listing can be used to list the results of a HPRM Saved Search and allow users to download attachments of the listed records.

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