HPE Software Products: HPE Records Manager and HPE TRIM Forum
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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?


Deployment of 8.3.9365 Client with DLL issueOpen in a New Window

We are looking at deploying 8.3.9365 patch 3 via SCCM 

However due to the missing DLL our Infrastructure team is having issues at getting a successful deployment.

Just wondering if anyone has been able to succesfully deploy a client package for 8.3.9365 and what they did to insert the correct dll provided by HPE

Deployment is to 1400 machines


Windows 7 / Office 2010







What does this message means? "Moving multiple emails to HPERM"Open in a New Window

Hello Everyone,

Does anyone have an idea why user keeps getting the message below.

User is attempting to move 1600+ e-mails to HPERM using a linked folder in Outlook 2016, using a folder he created and linked under his Inbox.

When the e-mails were first moved to the folder, HPERM processed a few e-mails before throwing an error.


ScreenHunter 116.jpg

Thank you all,


TRIM 7.3.4 compatible to Windows 10Open in a New Window

Has any one found a work around for installing TRIM 7.3.4 onto Windows 10?


May 10-11th : Next Online Expert Day for HPE Content ManagerOpen in a New Window

Hello Everyone,

HPE Content Manager are hosting an Online Expert Day on May 10-11th, 2017!  Mark this on your calendars! 

If you are a customer with a support contract, then we would like to invite you to join us in the HPE Content Manager Support Customer Forum ,  on May 10-11th, when HPE Product Experts will be online for 24 hours to answer any questions regarding:

Any topic on HPE Content Manager, Records Manager &  TRIM


Event start time: May 10th at 00:00 AM Pacific Daylight Time / 03:00 AM Eastern Daylight Time  / 7:00 AM Greenwich Mean Time / 5:00 PM Sydney time  Event end time: May 11th at  00:00 AM Pacific Daylight Time / 03:00 AM Eastern Daylight Time / 7: 00 AM Greenwich Mean Time  / 5:00 PM Sydney time


What is an Online Expert Day

Online Expert Day is an event when HPE product, R&D, and Support team members and other employees join our online forums to answer your toughest technical questions.  Online Expert Days give you a chance to talk directly with the HPE Experts!


How does the Online Expert Day event work? 

HPE Experts will be online for 24 hours in the forum and will do their best to answer your questions. They may need to get some more information from you so please check the box "email me when someone replies".  An online conversation will be born!


To participate, you do need access to the HPE Content Manager Support Customer Forum if you don’t have access, please add your Support Agreement ID (SAID) to your HP Passport profile and log in again.

To check this please do the following:


If you have a valid support contract and are still experiencing issues, please send an email to swcommunity@hpe.com.

For more information on our Support Customer Forums and how to add your Support Agreement ID (SAID) to your HPE Passport profile, please click here.

For upcoming Online Expert Days, please bookmark the HPE Software Online Support Services - Forum events page.

 If you have questions regarding the Online Expert Day event, please reply to this message.

We look forward to your attendance and your questions!


HPE Support


TRIM ExportOpen in a New Window

We are using TRIM verion I know how to find the vmbx emails, but the field "has email attachments " always says no, even though the email does have an attachment. Additionally, I need to extract the email and the attachments. I do not have a copy of TRIMexport.  I have read other posts here that suggest using export XML -> export as separate file, but all I get is an xml with the metadata and a vmbx file.  The vmbx can be opened in notepad, but I really need the attachments.  So

1) is there a way to find all vmbx files that have attachments ?

2) is therer a way to get a copy of TRIMExport

3) is there any other way to export the vmbx email attachment as a standalone file ? 


How to restrict access to document content to administratorsOpen in a New Window

Is it possible to remove access to view document content without removing required permissions for administrators? If the permission 'Bypass View Metadata Access Controls' was enabled and 'Bypass all access controls' was not selected, would this remove access to document content? Would it unduely restrict the administrator from undertaking other functions their role in HPRM?

Does any organisation remove access to document content from the two main system administrators (front end)? If so, how do you implement this and has it caused problems?


TRIM 7.3.3 Action E-mailsOpen in a New Window

When usiing Actions, I've got TRIM successfully sending notification mails with a TRIM reference attached when the Responsible Location is a Person.  It doesn't seem to attach a reference if the Responsible Location is a Position, Group or Organisation.  Is it supposed to?  At present, I'm working around the issue by adding the record number and title fields to to the email template, so members of the Postion / Group / Organisation at least have some idea which record they're supposed to be working on.

As always, any advice greatly appreciated. 


Dataport - Missing Title (Structured Part)Open in a New Window

I'm trying to use Dataport to import documents using a Record Type that has a 'Titling Method' of 'Thesaurus Term - ISO' .  My import file has a column titled 'Title (Structured Part)'.  When I run Dataport, it does not list 'Title (Structured Part)' in the list of 'Target Properties' so I can map it.  I'm using HPE Records Manager 8.3.  How can I find this field?


TRIM 7.3.3 Action NotesOpen in a New Window

I've created an Action and added a set of instructions into the Notes tab..  When I attach that Action to a record, the notes aren't copied across to the properties of the attached Action.  Is that by design, or is there something that needs to be enabled? 

I'm able to add Notes to the attached Action, but I don't want to have to do that every time I attach an Action to a record. 

Any advice greatly appreciated.

TRIM 7.3.3

Windows 7

Office 2013

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