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HPE Software Products: HPE Records Manager and HPE TRIM Forum
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HPRM 8.4 : release?Open in a New Window

Does anyone know if HPRM 8.4 is planned for release anytime soon?


new record type not workingOpen in a New Window

We created a new record type "Sub Folder" to place within Electronic Files.

When I choose a File for a newly created subfolder to go into (Container) it comes up with an error message:

"The selected container is unsuitable because it cannot contain records of type 'Sub Folder"

Below is some settings we have made:

In Electronic File properties, Electronic File Behaves like Folder and has a container level 4

In SubFolder properties, Sub Folder Behaves like Folder and has a container level 3

Under Electronic tab (in Properties) on both those record types, Ticked is No Electronic Object support for this record type.

No reference to Document Stores on either record type.

Any thoughts from community about why I cant save a SubFolder?


Web Client "No Requests found. There may be matching Requests that are precented from being.."Open in a New Window

Full Error and screenshot below happens when looking at the Request panel. Anyone know why I am receiving this?

OS: Windows Server 2008 R2

HPRM 8.3

Error: No requests found. There may be matching Requests that are prevented from being displayed because of filtering or for security reasons.





User Labels HPRM Lover - Add to 'Startup' optionsOpen in a New Window

Does anyone know if its possible to add User Labels in HPRM (Im on 8.1.7919) to the Startup in HPRM, just like you can with Favourite Records, New item, Recent Documents, Offline Records and trays in the options menu? And or is it a possibility or has alerady been included in 8.+ HPRM or the new HP CM 9?


CM 9.0.279 - Webclient workflow activity documents not viewableOpen in a New Window

v. CM 9.0.279

When I view a workflow activity in the Webclient with an associated document, and click the records button, the document is listed but it is not viewable except for checking it out.  In the explanded view of the document the paper clip disappears.

It is viewable as part of the Workflow view of the records, but not from the Activity.

Is anyone else experiencing this? Capture.PNG



Contained Documents Limit - 300 as recommended in the HPRM Limitations documentOpen in a New Window

I know its an old chestnut, but can anyone advise if they stick to the recommendation / guideline by HP, to limit the number of documents contained within a standard container, to 300 records? Is 300 a number that is an absolute, must-do limit, in accordance with the warning of degradation of response time during navigation within containers

See attached snippet from the Specs document for HPRM 8.1.7919:


Outlook folder links which are independent of user/computer nameOpen in a New Window

Do you have any advice on how we can set up links to Outlook folders which are not computer/user dependant?

We have an instance where a user linked all these files up and then when he left it all stopped working.  We can see the links in the Document Cue but we don’t know how to modify these to reactivate them (if possible).  It just keeps messaging that the computer doesn’t exist anymore.

What would you suggest we do to avoid this problem in the future?


Webclient Authentication failure generating lot of eventsOpen in a New Window

once the webclient authentication failure  it throws lot of event messages, windows system events are filled.

login failure RM throwing more than 1000 messages. below is the same message it throws.

The description for Event ID 100 from source TRIM cannot be found. Either the component that raises this event is not installed on your local computer or the installation is corrupted. You can install or repair the component on the local computer.

If the event originated on another computer, the display information had to be saved with the event.


The following information was included with the event:


[22737] Client machine: X.X.X.X; client user: xxx

Error connecting to the HP Records Manager dataset 'XX' on HP Records Manager Workgroup Server 'XXXX:1137'. Connection to dataset 'XXXX(XX)' for '<user>' failed. The supplied login name has not been registered as a HP Records Manager user and the guest account has not been registered.

The specified resource type cannot be found in the image file

how to prevent these many events. some times due to this piling our server is getting hanged.

already opened a case with support team. waiting for the resolution.





Monitoring Searches in HPRM 8.1.1Open in a New Window


I am wondering whether anyone knows of a way of monitoring searching in HPRM 8.1.1 using the Audit log or by generating a report.

I believe there is a way of auditing saved searches, but I don't know about searches in general.

It would be good to know what title word and record number searches are being carried out for example.

Any help would be appreciated




RM8.3 - History of address changes for a LocationOpen in a New Window

The Help section indicates that any changes to the street or mailing addresses will remain in the historical list. The changes will automatically insert the previous address to the history as soon as a new address is saved & there is no limit on how many can be stored.

This is not working in our system. the history window remains blank but there is a log in the Active Audit Event that a change has been made.

Is anyone else experiencing this or does anyone know if I don’t have something ticked in the RM set-up?


Attaching a HPRM Document in a new EmailOpen in a New Window


Has anyone encountered a problem in HP Records Manager 8.2 where you attach a document in a email by clicking on the Attach Records button under the HP Records Manager tab and when you open the attached record you get this error:

"The File RMU Test Document DOCX cannot be opened because there are problems with the contents."

Has anyone had this problem and found a solution or workaround? Some advice would be greatly appreciated.




Nov 16-17th : Next Online Expert Day for HPE Content ManagerOpen in a New Window


Hello Everyone,

HPE Content Manager are hosting an Online Expert Day on November 16-17th, 2016!  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 November 16-17th, 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: November 16th 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: November 17th 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

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



C# code to search containerOpen in a New Window

Dear all, I am very new to coding and am exploring the C# language of choice. All this has been lifted off other sites. (Thanks to all ) . I am trying to find all the childs below this record.  I am able to pull information of the container using this.  I need to find the same for all the child information.  child ofcourse have other child but that is for later.  Learning to walk before I run. Any help will be appreciated . Regards



using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.IO;

namespace ConsoleApplication16
class Program
static void Main(string[] args)
using (Database db = new Database())
using (StreamWriter writer = new StreamWriter("C:\\1\\text2.txt", true))


db.Id = "DV";
db.WorkgroupServerName = "NYVM0783..ORG";
TrimMainObjectSearch search = new TrimMainObjectSearch(db, BaseObjectTypes.Record);
foreach (Record record in search) 

writer.WriteLine("{0},{1},{2},{3}", record.Title, record.DateCreated, record.DateClosed, record.Creator.NameString);






Limit on string within a tr5Open in a New Window

Hi all,

Just wondering if anyone knows of an upper limit on the amount of records you can search on within a tr5?

I have tested successfully with 1000 records with no problems but am interested to find out if there is a limit.



Email notifications with RM8.3 (9088)Open in a New Window

Is someone able to confirm the functionality of email notifications for actions in RM8.3.

We have our System Options Notifications set to email notifications when an action is ready to commence/has been reassigned/escalated. The email notification when actions are first assigned is not ticked.

On the System Options Workflow tab - I've turned off automatic rescheduling for actions completed early, and relaxed date checking for procedures isn't enabled.

When I add 5 Actions to a record, with one after another after another,  (i.e. a memo going through an approvals process), all action assignees are receiving the notification email straight away at the same time - before their action is assigned to them.  Should this be the case?

From my reading of the help file, this is not working as intended?

Action is first assigned - HPE Records Manager sends an email message to all responsible Locations when the Action is first attached. Not selected by default. HPE Records Manager sends an email to each officer responsible in the Action/Procedure - for example, if a Procedure has ten Actions, HPE Records Manager emails each officer when the Action is first assigned. Clear this option to prevent HPE Records Manager from sending email messages to all officers in advance of the due date of the Action.
Action is ready to commence, or has been reassigned/escalated - select for HPE Records Manager to send an email message to the responsible Location when the Action is ready to be started or has had its responsible officer changed. Selected by default.

Any advice appreciated. Thanks :)


Cannot access our newly installed Web Client in RM 8.3 on Windows Server 2012 R2Open in a New Window

We have just installed the RM8 Web Client on a working RM 8.3 system (on Windows 2012 R2).  We cannot get access to the web client (neither on the intranet nor externally).  I'm sure we are doing something stupid, but we can't figure out what.


HP TRIM 7.1 Document access questionOpen in a New Window


We are using HP TRIM 7 and I would like to ask, please, if anyone knows if a particular DOCUMENT Record Type has

A Security Level such as CONFIDENTIAL and

One Security Caveat e.g. HR in Confidence,  AND

For all options under "Customise Access" so  for View / Update / Modify etc Document / Metadata  etc  -  the Copy Style for New Items is set to Everyone.


My question is what does EVERYONE in this Context mean?  Does Everyone mean those with Security of Confidential and HR in Confidence or Everyone who uses TRIM i.e. everyone in the organisation with a TRIM Licence?

Thank you.


Incorrect, non-relative error message relating to Closed Files in HPRMOpen in a New Window

Could I please add the following strong suggestion to the next patch of HPRM?

- currently if you try and contain a new document to a "Closed" HPRM container you get the following message -

"<field name.............> Field Cannot be Left Blank"

- does it make sense to the end-user - no, it makes them think they're having a possible database table/ technical issue or that they've input no container number, yet they can see it displayed (see also attached screen shot):

- Id recommend the following : "The Container Record has now been closed - navigate to the next part or volume (use KwikSelect) to contain to"

HPRM 8.1,.17919 32 bit


Azure Storage as Document Store?Open in a New Window

Is it possible to use Microsoft Azure / ExpressRoute Blob Storage as a Document Storage for HPE RM / CM?


RM 8.3 IDOL QuestionsOpen in a New Window

8.3 is up and running well, so I took some time to review the IDOL documentation.  Even after a close read, I have some questions / comments.

1.  The default query operator, in IDOL, is OR.  This is confusing and difficult to remember, since the default operator for word searches is AND.  I found that you can change the IDOL default using the DefaultQueryOperator configuration key, which I have done.  I am much happier with this, for the sake of consistency.  I hope there are no hidden issues.

2.  The MaxSyncDelay value - I think the recommended settings for this key have long been 600 for day-to-day and 7200 for bulk reindexing.  The release config file has these very settings.  However, the documentation now says the default for day-to-day is 120 and for bulk is between 360 and 720.  What???

3.  The documentation discusses the configuration item Maximum queued transactions, and continues to explain (in two places) "The smaller the number, the shorter the queue, which makes processing more reliable, but takes longer to be processed by IDOL."  Uh, "more reliable"?  So, it might not be reliable?   Okay, let's say it's not so reliable.  How should one monitor that?  It would be nice to know if documents have been skipped, for some reason.  I like the option to "only index missing records" within the Reindex function, but if the reindex selection search is a large number of records, it still seems to take a long time.  (I actually didn't wait to see just how long.)

4.  Documentation discusses optimization, but does not provide recommendations on when it should be used - on a regular basis, or only when performance issues arise?

5.  Should I just stop reading documentation?? 

If anyone has insights on any of this, I appreciate your time!


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