HPE Software Products: HPE Records Manager and HPE TRIM Forum
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HPE RM 8.3 - Default Record AccessOpen in a New Window

Hi, first time on here so bear with me....

I am having trouble with my Access Controls and the Default Record Access and I would appreciate some help and/or suggestions.  I have a main level of the Classification set up with multiple levels set up under the main one.  I need to lock down each level to a different group but for some reason it's not working.  I am thinking that I am missing one small step. 

I have opened up the main one to everyone but then only add the ones that need access on the level below.  Sorry, but I have a job to explain it.  Any suggestions?  Thanks in advance.  Lisa


HPE RM 8.3 Enterrprise Studio Help FileOpen in a New Window

Is there anywhere I can get a copy of the RM 8.3  Enterprise Studio Help File?  We are in the process of upgrading and I would like the information before we install.




Software Content on HPE Enterprise Community in Read-Only May 9 - 15Open in a New Window

Software Content on HPE Enterprise Community in Read-Only May 9 - 15

As you may have seen in the last few months, Hewlett Packard Enterprise is combining some software assets with Micro Focus. As part of this spin-merge with Micro Focus, a new Software instance of an online community will go live on May 16, 2017.

All boards within the current Software category will be located to a new community. All URLs will redirect to the new community. All current users will be migrated to the new community as well. Please be sure to update your bookmarks after May 16.

As part of the migration to a new Software instance, all software content will be in read-only mode from May 9 – 15. We apologize for any inconvenience.

We will continue to provide further updates in this News board.


SearchingOpen in a New Window

Hi All,

I am searching a sessional staff folder whose field CV Updated (date field) is current and I want it to return documents that contain the word CV within it from those files as I know that the CV is up to date.

Not sure if its possible I can search the record type sessional staff easily to return a list of staff whose CV's are current but can't figure out a way for it to then display the CV document rather than the folder, and I dont want the whole contents of each folder either just the CV I am thinking I may need a record type CV ..........





Adjust Disposal Date for sentenced recordsOpen in a New Window

Seeking advice on the following scenario:

I have a number of records to import via DataPort, that have been sentenced for disposal in the source EDRMS, based on Last Action Date.

When importing records and setting their schedules, the Last Action Date effectively becomes the date of import, which will then adjust the original disposal date forward.

Is there a simple way to bulk update these records to manually adjust their disposal date?

I've noted that while I can export disposal date metadata, I cannot import. I'm considering performing an update via SQL, but I'm not sure which field/s to touch.


Statistical ReportsOpen in a New Window

Hi All

Does anyone else use the statistical report feature, I went to run my monthly stats today and it had jumped from 750,000 to over 1.4m records wtihin the system (that is with a period of one month).  When I do manual searches for records for set periods, it is not matching what the Statistical report is brining back.. I am searching all record types and I only want it to bring back active records, does anyone else have this issue?




Upgrade to HPRM 8.3 or 9.1Open in a New Window

Randwick City Council is planning to upgrade HPRM from 8.1 to either  8.3 or 9.1 Kapish is the tool used for integration between Pathway and HPRM our current environment setup as follows:

Pathway 3.10.006 integrated with HPRM 8.1 and Kapish v.39 

Can we get a matrix document for HPRM 8.3 and 9.1 with other applications such as

(Pathway 3.10.006, TechnologyOne 11.9, ESRI, Kapish etc…..  



Upgrade from TRIM 7.3.3 to HPE Content Manager 9 .NET SDK changesOpen in a New Window

Hi everyone,

We are planning to upgrade from TRIM 7.3.3 to HPE Content Manager 9.1.

Does anyone know if there are majoy changes to the .NET SDK? 

Even though you were not upgraded to 9.1, if there are majoy changes to the .NET SDK after 7.3 that you could report would be greatly appreciated.

Thank you very much for your help in advance!



Outlook 16 and HPRM 8.3 inability to 'check in on send'Open in a New Window

Hi there

For some reason we are no longer able to 'check in' emails on send when using Outlook 16 and HPRM 8.3.

When we do try we get the following error message... window - HPE Records Manager in Outook. with the message 'Object reference not set to an instance of an object'.

Is anyone else experiencing this issue and is there a fix yet??

Thanks in advance



Trial install issue "IIS7 is not installed"Open in a New Window

Hi all

I am having trouble when installing the content manager 9.0 trial on Windows Server 2016. The web client, web drawer and web service API modules fail with the error "IIS7 is not installed" when the Web Server role is actually installed.

The HPE team providing the trial software are unable to help me and suggest I look for support here.

Any ideas?




Upgrade path from TRIM 7.33 to Content Manager 9.1Open in a New Window

I’m trying to determine an upgrade path from TRIM 7.33 to CM 9.1. I’ve read the installation guide and see that it’s possible to do a direct upgrade of an existing instance of TRIM to CM, but I also need to consider upgrading the OS and SQL Server in conjunction with that process. My current environment has the TRIM 7.33 workgroup server on Windows Server 2008 R2 and the database on SQL Server 2008 R2, both of which are out of spec for CM9.1.

My target is to get CM 9.1 on a Windows 2012 R2 server and the database on SQL Server 2016.

We’d prefer not to upgrade the operating system on the existing TRIM server, so that leads me to wonder if I could stand up a new Windows 2012 R2 server, install CM, and then migrate the data/document stores/DCI from TRIM. Are there migration tools available that would accomplish that? Or, are there other options I can consider?


Integration Warehouse Internal vice externalOpen in a New Window

HPE Content Manager’s optional warehouse integration supports Iron Mountain and oneilBridge software to facilitate advanced requests such as; temporary retrieval of physical records, new record pickup, and returning record pickup. Requests are processed and updated automatically between the two systems. Can the same be achieved interanlly without external vendor? Want the same advance request funtionality for tasking, retrieval, fullfilment etc.. but our materials are held internally and managed by HPE Content Manager. In short, need my reference section to be able to request delivery and pickup of materials from my stacks maintenance folks.


External Location SearchOpen in a New Window

Hello :)

I have had a request come through and seeking some advice if anyone can assist.

I have been asked if a search by a phone number for an external location can be conducted.

Any assistance or advice that could be provide would be very much appreciated :)


apostrophes in emails changing to random characters such as †when saved to Records ManagerOpen in a New Window

We have an issue whereby characters (apostrophes) in emails are being altered to random characters when saved to HP Records Manager.  It so far only seems to only be affecting emails that come from exteranl recipients into our organistaion and then are forwarded within - and then saved to HPRM.  Im guessing it has somthing to do with the various formatting of these emails which are then being converted to EML when saved to Records Manager ?

Any help will be much appreciated.




HPE Records Manager Add-Ins for Microsoft Office (Word & Excel) disabled for some usersOpen in a New Window

HPE Records Manager Add-Ins for Microsoft Office (Word & Excel) disabled for some users.

What would be causing this?


Set up event process monitoring in HP ER 8.3Open in a New Window

I would like to set up some morintoring/alerting when event processing gets stuck or slow, so that we can take procactive measures and minimase a downtime for our business users. We sometimes need to restart Event process to resolve the issue.

What are the best measures in tackaling this issue.




User saved an Word document which took 40 minutes before it appear in the software.Open in a New Window

User saved an Word document which took 40 minutes before it appear in the software. 

As she did not see it appear, she saved it in again. At this point both documents appeared. The audit trail associated with both document indicates that the Event (saving to store) happened at 2.41, althought the first document xx/yyyyyy, was created with a 35 minute delay.

Is there any way of preventing such behaviour?





Print Report wanting to print 1000+ extra pagesOpen in a New Window


So we are having a very odd thing happen with a single record whereby attempting to print a particular "report" of it results in CM9 wanting to print 1000+ pages of it - I cancelled it at that point, unsure how far it was going to go. There is a single page worth of information to be printed which is odd in itself.

This record type does not have any documents attached to it, it consists of free text boxes and additional fields, it is for service requests and recording phone messages.

When I removed 1 additional field out of the metadata/data entry screen - it wants to print normally. If I put i back, it goes for 1000+ pages.
When I print a different report type, it prints as expected.
When I copy record, same issues.
When I do a new record, typing in the exact information (no copy paste) including that additional field - it wants to print normally.

Has anyone come across this before?
Any ideas as to what might be going wrong?

Screenshots below:

Wants to print extra pages:
Is not ok.png

Wants to print normally:


Prints ok.png







CM 9.1 Patch 1 & SRMS9.10.914 - TRIMsrmsConfig.exe not workingOpen in a New Window


I am trying to integrate CM 9.1 with SDM 7.4. I have been loking for some docs but could not find much inforamtion. I have installed SRMS but when trying to run the SRMS configuration tool It just closes inmidiately without leaving any error. If I try to enable the Structured Data Management option on CM System options I get message srmsTRIMAddIn.xml is missing.

I have tried doing on a clean 9.1 install, and later after patching to 9.1.1 with same result., elevated powershell,...etc

Where can I find more details and documentation about SRMS ?? I think I am missing some pre-requisites for SRMS and causing the config tool to fail but I do not have any documentation. Any help would be great.




Script creation of container and Check in StylesOpen in a New Window

I am working to archive mail accounts and want to script the creation of containers for my users and link a check-in style.  Has anyone looked into such scripting?

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