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Occasional Advisor

Hi

Hi,

 

1) Is there any default hirarchy of entities in TRIM 7.0 (e.g. folder -> documents etc.) ?

2) If yes can the custom entities be part of this hirarchy ?

3) Can i get and store all the data from TRIM using some get or fetch method (not search) ?

4) If my webclient is on another machine, and i want to open any document inside it, is this a direct link to the 

    record in TRIM DB stored on Server ?

5) When using Sharepoint say for searching / editing data, is this data moved to TRIM DB or it remains in  Sharepoint DB ?

 

6 REPLIES
Honored Contributor

Re: Hi

1) Is there any default hirarchy of entities in TRIM 7.0 (e.g. folder -> documents etc.) ?

 

No.

There are some default behaviour types, e.g. a Record Type will behave as a 'Folder' or as a 'Document', but the hierarchy is completely customisable, based on the 'Container Level' that you set on the Record Type.


2) If yes can the custom entities be part of this hirarchy ?

 

As above, it is all customisable. There is no 'Default' as every company/country has different requirements, so we cater to that by not forcing too many things like this.


3) Can i get and store all the data from TRIM using some get or fetch method (not search) ?

 

Not sure what you mean here.

There is an 'Export' feature that you can use if you wish to export any records/documents together in one go.

The whole idea of TRIM is that you store things in TRIM itself. You don't take it out and store it elsewhere.

But please clarify if this isn't what you meant. :smileyhappy:


4) If my webclient is on another machine, and i want to open any document inside it, is this a direct link to the record in TRIM DB stored on Server ?

 

Again, the question isn't exactly clear, but if you mean 'Is there a way to link directly to a specific record using a URL?', then yes, this is possible.

If you are talking more about security or how the WebClient accesses the database and store?

Then no, it is NOT a direct link to the database (records) or store (documents). The WebClient connects to the TRIM Workgroup Server only and all security and access methods need to be followed to access TRIM.

Records/Documents are only accessed direclty by the TRIMServices account on the Workgroup Server.

(If you leave your WebClient or TRIM Client open on a machine for anyone to access though, this isn't a TRIM issue. :smileywink: )


5) When using Sharepoint say for searching / editing data, is this data moved to TRIM DB or it remains in  Sharepoint DB ?

 

Either, it depends on how you configure it.

If you want to manage an item in Sharepoint only, you can do this and it will remain in the Sharepoint database and storage systems.

If you chose to manage a Sharepoint item in TRIM, it will fully move it into the TRIM database and TRIM store.

 

 

Hope this helps. :smileyhappy:




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NOT A HP EMPLOYEE
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Kapish.com.au
Occasional Advisor

Re: Hi

Hey Grundy thanks a lot  :smileyhappy:

This has really helped us moving ahead with our tasks.

 

Just wanted to know is there any document available on TRIM queries ?

( Not all those documents which comes with installation...)

 

Will surely get back incase any further help needed.

 

 

 

Occasional Advisor

Re: Hi

This is regarding keeping track of records transactions..

 

1) Is there any way by which TRIM 7.0 keeps track of , if any record is deleted, and how that is accessible  programmatically, any api ?

2) Is there any support for alerts like if any record is modified or deleted, then notify via email etc. ? which API available for this purpose ?

Honored Contributor

Re: Hi

 


TRIMPSL wrote:

Hey Grundy thanks a lot  :smileyhappy:

This has really helped us moving ahead with our tasks.

 

Just wanted to know is there any document available on TRIM queries ?

( Not all those documents which comes with installation...)

 

Will surely get back incase any further help needed.

 


No problem! :smileyhappy:

 

When you say TRIM queries, do you mean Search methods?

If so, the helpfile will contain everything you need to know about searching.

 

If you are after documentation on the things we have covered in our answers above, then yes, there are several detailed training manuals available, but these are normally only provided when you attend a formal HP TRIM training course.

 

I think Helen provided you some information on training courses in another thread.

 



::::::::::::::::::::::
NOT A HP EMPLOYEE
::::::::::::::::::::::

Kapish.com.au
Honored Contributor

Re: Hi

 

1) Is there any way by which TRIM 7.0 keeps track of , if any record is deleted, and how that is accessible  programmatically, any api ?

 

Once a record is deleted from TRIM it is no longer traceable within the interfaces or API's.  It's not normal to actually "Delete" a record though (how could you prove in court that it ever existed).  It's more normal to change the disposition to destroyed (which would delete the electronic attachment and prevent meta-data changes).  All of that information is available from the API via the Record object.

 

2) Is there any support for alerts like if any record is modified or deleted, then notify via email etc. ? which API available for this purpose ?

 

Alerts exist within the TRIM Context interface but is not available through the API.

 

Honored Contributor

Re: Hi

 


TRIMPSL wrote:

This is regarding keeping track of records transactions..

 

1) Is there any way by which TRIM 7.0 keeps track of , if any record is deleted, and how that is accessible  programmatically, any api ?

2) Is there any support for alerts like if any record is modified or deleted, then notify via email etc. ? which API available for this purpose ?


 

Yes, TRIM has several detailed Audit options.

 

1. Active Audit Events

On the Record Type properties, go to the Audit tab, and tick all the required Auditing options you want to track.

To view this Audit trail, find the record in question then right-click > Details > Active Audit Events.

 

2. Offline Audit Log

In the System Options, go to the Events tab.

At the bottom of the Events tab, set the Audit Log drop down menu to the level of detail you want to track.

Then click Select Events to chose which events you want to track.

This will generate a text file log on the TRIM Workgroup Server (Event Server in 6.2 or lower).

This log holds everything that occurs in TRIM, e.g. user logged in, record deleted, record modified etc etc...

 

3. Online Audit Log

This log shows security related audit history.

Go to Tools > Security > Online Audit Log.

This log is searchable and shows security related events.

 

 

Depending on what you want to access, some of it may be accessible via the TRIM SDK.

A lot of sites just use the Offline Audit Log text files on the server if they need to review or report on any audit history.

 

Yes, Alerts can be configured on a per-user basis for things like 'Document Added to XXXX Container' and so on.

This will send an email notification to the user who setup the Alert.

This is included and configurable in the TRIM Client under Tools > Alerts.



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NOT A HP EMPLOYEE
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Kapish.com.au
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