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Demystifying HP TRIM's integration tools

Urs Raas ‎02-13-2009 11:08 AM - edited ‎06-22-2015 08:37 AM

Recently I have been providing quite a lot of advice to customers who want to embed TRIM tightly within their enterprise information topology and automate their information flow as much as possible.  I think it would help many of you to understand what tools are available to create a truly unified information management experience.


For the technically minded among you, HP TRIM provides a software development kit (SDK) which allows integration from COM based legacy applications, .NET languages, and through a Web Service in service oriented architectures (SOA).


And now I try to use a few less three letter acronyms (TLAs). Basically these integration tools allow your programmers to write software code to automate the same functions that your users perform in the HP TRIM interface.  This way you can reduce the impact of recordkeeping on your users as much as possible. I have seen many customers who have integrated HP TRIM with line of business applications to automatically capture or present documents and records at defined points in a process. I have also seen extreme cases where independent software vendors have created completely new line of business applications on top of the HP TRIM platform. Because all the business rules of HP TRIM are inherent in the integration tools, these applications are automatically compliant with corporate records management policies.


In addition to making the HP TRIM functionality available to programmers, the SDK also provides the ability to reach out to other applications and to extend the existing HP TRIM functionality through the following mechanisms:


External Link - This mechanism is the easiest way to call an external application and doesn't even require you to write code.  You simply define the path to the external application and what command line parameters you want to pass to it. The command line parameters can be dynamically extracted on execution based on metadata from any selected HP TRIM object. A example use case is where a planning authority stores the map coordinates of building applications against the property record in HP TRIM and uses them as command line parameters for an External Link to a geographical information system.  The users can view a property record in HP TRIM and press a button to start the GIS system and show the property on the map.


Field Add-In - This mechanism allows you to write code to query external systems or databases during record cretion in HP TRIM. You can use it to validate entries of metadata or automatically populate metadata in HP TRIM record profiles. An example use case of this is where an organization uses a field add-in to retrieve the staff ID from an HR application when they profile personnel files in HP TRIM.


Records/Base Object Add-in - This mechanism allows you to execute your own code when your users create or modify records or other objects in TRIM. You got different events at which you can execute your code, such as object initialization, pre-save, post-save, delete. A use case of this is where an organization wants to update a customer relationship management system whenever a customer correspondence is filed in HP TRIM.


Custom Event Processor - This mechanism allows your code to be notified of every single audit event in HP TRIM and to execute functionality accordingly. I have used this mechanism myself to remove copies of records in external systems whenever the original record in TRIM was destroyed.


Now that you are aware of the possibilities, you can let your creativity run wild!  HP TRIM makes sure that you can't break the records management rules when you use the tools. 


If you want assistance with your integrations, our professional services organization has some very creative and proficient HP TRIM SDK specialists. 

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Urs Raas

on ‎02-24-2009 10:12 PM


Is there any documentation on the TRIM SDK / Connectivity Toolkit etc that is publically available, e.g. on the web?

I am trying to estimate the complexity of integrating TRIM with an existing system, and the relevant developer info is impossible to find.



Urs Raas
on ‎02-25-2009 08:32 AM

Hi Neil,

Thanks for pointing this out, it will be relevant for many existing developers who have been away for a while. I can see that you have been working with TRIM for some time because you use the term "Connectivity Toolkit".

All the documentation that used to be on the previous developer Wiki has now moved to the HP Self-Solve site,  The site requires an HP Passport login.

Once you are on the site, make sure you select "TRIM"  as your Product; the Product Version as "All Versions" and select Operating System as "All Operating Systems".  Ensure that you have "Technical Documents" selected from the list of Document Types.   To limit your results to SDK articles make sure you include the term "SDK" as a keyword.

You can also install SDK documenation and code samples as an option in the TRIM client install.

on ‎10-22-2009 05:21 AM

The address provided does not work, after creating an account i am greeted with a Unable to access the page...

We were unable to access the page you requested due to one of the following reasons.

*Additional Assistance options are located at the bottom of the page to submit a Trust case.

I dont have any license of TRIM, but we are software developers and we are building an application that needs to integrate with TRIM, how do we get info on the API, etc?

on ‎02-08-2010 02:43 PM

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