HPE Software Products: Client Support
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HPE CM9 DataPort - Related Records HelpOpen in a New Window

Hi there,

Im trying to put records alternatively within another container. In TRIM 7.3 I used  "xxxxxx; ALTCONTAINER" with the expanded number of the record included in a cell and it worked fine.

I just found out that this no longer works. I consulted the help and found that the subset ALTCONTAINER no longer exists, the only one I could find that might work is "IsAltIn" but that also doesn't work. What am I missing?

So it was this before:

Expanded Number     Related Records

CY00003/10               SF895; ALTCONTAINER

CY00004/10               SF2476; ALTCONTAINER

CY00005/09              SF213; ALTCONTAINER


And I have it now like this:

Expanded Number     Related Records

CY00003/10               SF895; IsAltIn

CY00004/10               SF2476; IsAltIn

CY00005/09               SF213; IsAltIn


Still no joy, please help.


CM9 DataportOpen in a New Window

Hi, I'm testing CM9 ( Dataport functionality, and I've come across an issue that I can't seem to get around. Every folder we create must have a Series Record. In the Help, it says not to use Related Records, but use Record.Series Record, which is what I used to use in HPTRIM 7.2.1.  However, when using dataport, Record.Series Record is not present in the Target Properties. I am not able to map a matching pair. How to I map the Series field in Dataport?

Many thanks!


ANother issue after upgrade to HPE RM8.3 - Printing ReportsOpen in a New Window


HPE RM8.3 in WIn7 , MS OFFICE 2010 SQL 2012-R2

- The issue that users are reporting is this one:

After the upgrade, the PRINT REPORT for newly made BOXES (Folder type ) does not print the content of the boxes (e.g. the file/containers) even they are all TAGGED. But when printing the BOXES made last week and before, it works OK.

When we "print preview" what needs to be printed, we see the box number title dates etc...on top and then respectivelly the metadata for all other files within the box but what get printed is the box number & box details on the top of the page but nothing else (for newly made BOXES) ...

What could be the issues here? This one is also kind of urgent...







Urgent - Doing the upgrade from HP RM 8.1 to HPE RM8.3 Patch 2, issue with sending the offline recorOpen in a New Window

Hi, Anyone online in these hours? 9 PM in Western Australia.

Doing the upgrade from 8.1 to 8.3 .

OK, issue we found regarding the sending the documents from offline records to be a new revision of an existing docuemnt...  this error popping up saying that no document store has been defined for the record type corporate document


Anyone can assist in this one?




TRIM 7.3 - Windows 10Open in a New Window

Hi All, 

Just a quick question I am pretty sure I know the answer too, but TRIM 7.3 and Windows 10? Totally unsupported according to any documentation obviously, and 7.3 falls out of support early next year... but will it "Work".  We are looking at a total environment upgrage that is requiring us to go to Windows 10, there HAD been a desire/requirement for us to stay on TRIM 7.3 and Win7 due to a couple of key integrations that we couldn't re-write in the short term, but and even bigger showstopper has popped up now that now means we will likely have to move to Windows 10 which is obviously going to create some pains elsewhere. 

Thanks in advance.




Parallel RM8+ Worflow ActivitiesOpen in a New Window

I am fairly new to workflows and I have only created a few simple test workflows, so I’m wondering if I could obtain some feedback on more complicated workflows?

I have been given a project to create a workflow for our town planning department which contains 3 parallel activities that do not necessarily need to start at the same time (sorry a little bit confusing so I will include the process).

I am able to set up parallel activities however they all run at the same time and on the occasion we may only need 1 activity to start so has anyone successfully done this. An example of the process that I am trying to create a workflow on in RM8 is attached.



Moving documents when using Based on Container securityOpen in a New Window

Hoping someone in the community can enlighten me on how to allow end users to move documents between containers when the document record type is set to use 'based on container' access controls?

The 'container' option appears to be unavailable to end users if any of the access options on the document are set to 'based on container'. The only work around I can find is to allow the end used to 'modify record access', which is not suitable as this would allow end uses to change the security settings of the container.

I'm sure I must be missing something obvious?

I'm currently using 8.1.1 7760, but I also have 8.3.0 9088 in a dev environment and the behaviour appears to be the same in that version as well.

any advice would be greatly appreciated








Update HP TRIM 7.0 to HPE CM 9.0Open in a New Window

Greetings. Our Organization is using HP TRIM 7.0 with a contract support ending on 3/7/2017. As a Focal point I received an alert for end of support for HP TRIM 7.x and suggest to update to HPE Content Manager 9.0. What are the requirements and procedures to follow?


HPE RM8.3 - Slow navigation between ribbons and CPU spikesOpen in a New Window

Hi everyone,

We are currently testing HPE Record manager version (32bit) on Windows 10 64-bit. During testing when navigating between the different ribbons (e.g. Home, Search, View etc), the first time each ribbon is clicked after launching the application, it is extremely slow to load the ribbon. For example, when I open HPE RM, the Home ribbon is visible. If I try to click the Search ribbon, It takes around 5 seconds for it to load, and during this time, the CPU spikes to 100%. This happens on all ribbons.

After you have clicked the ribbon once, the slowness doesn't occur again when you click the ribbon a subsequent time - it is only on the first load of each ribbon. This happened on both a Surface pro and a virtual machine. The HPE records manager Microsoft runtimes for VS2010 and VS2013 are both installed, as is .NET 4.6.0138 that comes natively with Windows 10.

Has anyone else experienced this?


Get Userdefined field from trimOpen in a New Window

Hey Guys,

I am using Service API to communicate with Trim. I am working on grabing metadata from trim and in some part I have been succesful. I am facing trouble get extracting boolean format userdefined field espacially "PUBLICLY AVAILABLE". I am succesfully extracting Userdefined fields without any trouble but when the fields are Boolean type all I get is null value. I have researched the trim community for knowledge but haven't got any definitive solution. I will attach my code snnipet.

If I could get any help it would be very helpful.

Here is the code snippet:

  RecordFind r = new RecordFind()
                Id = recordId,//uri

                Properties = new PropertyList("Author", "PUBLICLYAVAILABLE","STATUS"),

                PropertyValue = PropertyType.Both,
               StringDisplayType = StringDisplayType.Default


 var response = trimClient.Get<RecordsResponse>(r);

In above snippet,STATUS is one of the UserDefinedField which I can extract with same code but PUBLICLYAVAILABLE  is always null when I know that its value is "YES".

Thank You.




Reference in the deployment does not match the identity defined in the application manifest.Open in a New Window

Hi folks.  Just dipping my toe into ECM 9.0.  I've installed it on one desktop (VM) and one citrix server now, and I get the same error each time when I try to run MS Word. 

"Reference in the deployment does not match the identity defined in the application manifest"

And a pop-up with an error message pointing to

file:///D:/Program Files (x86)/HEwlett Packard Enterprise/Content Manager/HP.HPRM.OfficeIntegration.Word.vsto

I've tried a couple of obvious things - I disabled the plugin, ran word to let it do its registry things, then re-enabled the plugin and tried again.  Same result.  There's a pause while it loads the HPE Content Manager Plugin, then boom.   Word still runs, but with the plugin disabled.   As far as I can see, the actual ECM client runs ok (although I haven't tested it a lot)

I've attached a screenshot.

Has anyone else seen this?  I've tried installing with and without the VS runtime re-reqs, I've also tried updating with Patch 2, no luck.   All of the instructions that I see online for dealing with an error like this presume that it's an application that I'm packaging myself, not one that I've downloaded and installed.

I'll wait and see what comes back before sending this to HP support.





Controlling access to legal recordsOpen in a New Window

I'm creating access control groups in HPRM for a legal team. Most records will be restricted by an Access Control Group that only includes members of the legal team. Containers will be created bassed on the legal matter. Other access groups would include executives and slect staff from various departments.

I'm proposing to make all legal folders accessible by the Legal team. Then add other access groups as required and then add individual positions as required. But I want to implement a simple system that isn't onerous to manage.

Would someone suggest how I can design an access control system that allows a legal team to communicate information to the right people without creating complexity where it can be avoided? 


Importing ErrorOpen in a New Window

Hi All

I am trying to import some doucment type reocrds with associated electronic files, I get an error stating "Index was out of range.  Must be non-negative and less than the size of the collection. Parameter name index."

Has anyone come across this before and/or know how to fix?





HP RM8 - Recent Files and Recent Documents not updatingOpen in a New Window

Hi everyone again

Another funny question. We updated to RM8 build 3.0.9  mid September.

Strangely I didnt notice til now, the Shortcuts Tray "Recent" is not automatically updating with recent files and documents updated and created since....mid September. 

Is this a bug? Is it a server thing? We told IT about it, but if anyone has any suggestions or instructions I might be able to forward to our IT area?

thanks again all


Search: Experiencing on issue when searching by 'title word'Open in a New Window

Recently installed Patch 2 for HPE Records Manager 8.3 Server and client side.

Since then we've been unable to perform a 'title word' search using the Desktop Client.  The Web client works fine.

This is happening on both old and new items.

Have tried.

1. Running a Schema Repair "Recreate indexes".

2. Restarting the Server.

3. Turning off the firewall server side.


Scheduling IDOL Indexing job to runOpen in a New Window

We are having issues with records being indexed.  I wanted to know if there was a way to schedule the IDOl index job to run over the weekend for the past week?  I was thinking of a scheduled task to run a batch file, unless there is a better method.  If so what do I need to specify in the batch file?


Search a container using webservicesOpen in a New Window

I am trying to perform search using c# and webservices. I have read a pdf file on creating webservices for trim and on basis of that I am able to perform easy search as shown in pdf. Now, I need to perform the search on particular container or folder and get all the items within the folder. I have no idea on how to proceed and I am a newbie with trim and I hope I will be shown direction or any sort of help here.

Thank you


Bulk Title ChangeOpen in a New Window


I work for a large governement department, we are using HPRM and we have a Box set up for duplicate/incorrect documents.  we have an agreed title that the uneeded documents should be called but obviously not everyone is following the instructions.  Is there a way to tag the respective documents and rename the title in a bulk amendement? or do they have to be done individually?




Documents stored in DFSR have Date Created attribute later than Date Modified - Impact to EDRMS!Open in a New Window

Hi All,

My department has identified that ‘some’ documents and folders stored in our dfs are showing the ‘Date Created’ attribute with a later date to the ‘Date Modified', due to ongoing file server migrations over the past few years.

As we know the ‘Date Created’ attribute maps to the EDRMS ‘Date Created’ date field and as a result some of the document imported from the file servers to the EDRMS will have the date created incorrect in the EDRMS, potentially affecting archiving and disposals processes.

The closest field that can be used as the date when the document was generated is the ‘Content Created’. This attribute is showing the date attribute earlier than the ‘Date Modified’ as it should always be.


From an EDRMS perspective, is there a way to modify the way the EDRMS looks at attributes from windows file servers? I want to use the ‘Content Created, to get a more accurate date created from windows into the EDRMS.

Your comments would be much appreciated.




Equivalent Search in RM 8Open in a New Window

I have not been able to find an equivalent string search in RM 8, where the search in Trim 7.3 is:   owner:295190+.  295190 is the URI for the location and the "+" sign means to drill down to member locations on all lower levels.

If there is an equivalent search in RM 8 what is its string form and its boolean form?

When I run the string search in  RM 8, it gives me a SQL error.



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