• Adding miscellaneous permissions to location

    I have someone in my organization whose access is set to Records Coordinator. She can delete documents, but not records. I need to be able to give her permission to delete records out of a certain classification. We are using version 23.4. How can I achieve…
  • PowerBI integration with Content Manager is not working

    Hi , This is regarding PowerBI integration with Content Manager. Content Manager older version we have done one POC and create a DashBoard using the the TRIMConnector. But now when we tried to use the same connector for new version CM 23.4 , it is…
  • Backup Shared User labels

    We have had a query from a user on whether it is possible to backup / restore user labels. Essentially they have a shared user label that a lot of work has gone into creating and maintaining that works for their business area and they want to know if…
  • Can we integrate Content Manager with Dynamic password policy

    Hi All, Has anyone implemented the dynamic password policy in Content Manager 23.4? If so, could you share the steps for implementation, or provide your insights on this?
  • Can not log in through the WebClient

    Hi Folks, I have an installation setup where my Workgroup Server and my WebClient (& ServiceAPI) are hosted in two different servers. The same domain account has been used to do the installation. Initially I was facing issues in launching the WebClient…
  • Document queues and Origins question

    Hi, I'm new in Content Manager so sorry for my questios if they are too basic: - I have a windows folder with a lot of documents (doc, xls, pdf, etc.). I need Content Manager to ingest all of these documents and create records. Is there any way to…
  • IIS App pool issue - Something is either randomly Spiking the server CPU to 100% or stoping the App pool.

    IIS App pool issue - Something is either randomly Spiking the server CPU to 100% or stoping the App pool IIS server winodws 2016 IIS version 10.0.14393.0 TRIM version 9.2 We have an API intergration with trim (via IIS on a server) This actions a…
  • CMServiceAPI POST 403 Error

    Hi there, I am testing the Content Manager 23.4 in the dev environment using CMServiceAPI , all the GET functions work fine, however all the POST function get 403 error: Could not deserialize request. eg. Delete a record: curl -X POST --header …
  • Where is the database schema for TRIM 7 build 1.2.1879?

    Hi, I am new to the community. We have a legacy TRIM 7, build 1.2.1879 database which is a closed container. I would like to extract 4GB worth of legacy records from this database. My questions if you could help, please: Where is the database schema…
  • Cannot Create Unique Index on TSERECVSN Because TSRecElecURI = 0 and evVersionNBR is Either 1 or 2

    Upgrade from 9.1 to 9.4 (on the way to 23.4) and there is duplicate data in the TSERECVSN table on the two columns TSRecElecURI and evVersionNBR, which is preventing the creation of a unique index. There is only one URI = 0 in the TSRECELEC table. Question…
  • Can multiple user access the same record (Word document) to update as the same time?

    I'm new to HP Content Manager (TRIM) and I'd like to upload a Word document that multiple people can access and edit simultaneously. How does that work? Can everyone update it, or does the file get locked once the first person opens it?
  • I am getting Invalid Environment Error message while uploading document using 10.1 SDK. Please help me to fix this issue

    I am getting Invalid Environment Error message while uploading document using 10.1 SDK. Please help me to fix this issue
  • Service API. How to create a Record as a container?

    Hi, I am trying to upload a record and set the RecordIsContainer = true. Here is my json body: host/CMServiceAPI/Record?format=json { "RecordRecordType" : "6" , "RecordLongNumber" : "TEST123321123321-6" , "RecordNotes" : "Uploaded from the…
  • ServiceAPI Location SecurityProfile has empty caveat list

    I'm trying to fetch Locations and their respective security levels/caveats. So I'm specifying the SecurityProfile in the property. This returns the Security Profile with all its fields populated except for the Caveats? For example the following endpoint…
  • Ldap search method

    I'm making a request to the polling endpoint and would like to filter on Ldap Properties (LdapSynchDn, LdapSynchEnabled). Are these possible search methods, or do I need to filter these out manually?
  • Drag and Drop .msg file keeping filename, not using subject line as default name

    I have a large number of .msg Outlook files to upload to one container. How can I make it so the default name for the items created on CM will be the filename, not the subject line of the email?
  • Error message about missing DLLs in API logs on server without CM installed

    Hi Team, I'm reaching out to you because we are currently experiencing issues with an API that is running on a server without CM installed. We are using a set of DLLs located in the x86 folder, as you can see in the first screenshot. Unfortunately…
  • Searching for records from a top level Classification

    I am a student placement looking to learn more about content manager and I have been tasked to do certain searches for specific titled records within different classifications. I would greatly appreciate some guidance on what I am trying to achieve, if…
  • Using TRIM SDK to find the container size (in bytes)

    Is there a way to find the size (in bytes) of the contents of a container using the TRIM SDK? We are doing a migration from TRIM to SharePoint Online and we would like to know the size of containers before we migrate to check that this is consistent post…
  • Connection to the TRIM workgroup server 'SERVERNAME' failed

    Upon opening Trim Desktop 6.1.3.6796 it displays the following error on Windows 10 20H2: TRIM Context Error Number: (22712), Windows Error Number: (80070721) Description: Connection to the TRIM Workgroup Server 'SERVERNAME' failed. A security package…
  • New Workstation Setup - Zero Trust Environment Problem

    Our organization is migrating to a new environment for our workstation servers. The new environment is zero trust. Every port and protocol needs to be identified that Content Manager uses so we ensure that the ports are open. To my knowledge: Workstation…
  • Error in setting up demo database with Content Manager

    Hi, I recently installed the free trial of Content Manager 10.1 and have been following the steps in setting up the demo database in SQL Server and then in the CM Enterprise Studio. Everything seems to be okay but when I try to add the database in the…
  • Roaming Offline Records cache as standard for all users in the Organisation - effects from One Drive and possible changes to improve process

    Hi all I know this is an oft-mentioned old walnut but I'd really like to hear please, the opinions of those out there who are using CM 9.4 onwards especially with 10.1 in regard to where they currently point their Roaming Offline Records cache as part…
  • CM 9.4 - adding the record number to the records

    Is there a way or a third party application that adds the record number to all records captured?
  • Content manager plugin for outlook no longer working

    Choosing the check in option from the HP content manager in outlook no longer works. HP content manager Version 9.4 build 626 patch 2 hotfix 5 We know usually this is caused is a if a default dataset has not been set (as I can re-create the same…