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|HPE Software Products: Client Support|
I have a document that I need to process in HPE 8.3 in four different locations. Does anyone know an easy way to cross reference so I only have to upload this document once?
Using RM 8.1
We are trying to do a search to find all things which are not locked down. I.E. have everyone in their viewmetadata.
I have this search string currently. all and not acl:"View Metadata",[type:Person,Organization,committee,group] But it still returns results for records which are locked down to based on container. I am wondering if there is any sort of way to say "and not based on container" in an ACL search.
I am a novice with HPRM and was wondering how to set up workflows at my work.
is there a simple procedure manual?
Does anyone konw if its possible to export search results into an excel speadsheet?
One of my users spent Friday editiing a document, but this morning have discovered that half the document is missing when the document is checked out. The odd thing is that under the preview window, the document is as expected, with all of Friday's edits. But I can't get to it.
How can I get the document from the preview tab back? Under the promote revision option, the latest revising is from Wedneday last week, not Friday.
This may be a more localised Network based issue but I thought I would run it past the forum - Has anyone had issues with a 'trembling' hourglass in HPRM 8.30 when trying to add additional data into Search or data entry fields, so much so that further data entry is halted until the hourglass settles down and allows more input
HPRM 8.30 .9088 32 bit on Windows 7 Enterprise 64 bit
HPE RM 8.3 , Win 7, MS Office 2010 ...
I used to do an export of documents via Web Publisher in TRIM and had a basic and full detailed LAYOUT (both very basic actually) ..The Basic INDEX page had a link where i could click and that will point me to another page to open an electronic document i exported.
Just wandering has anyone made this layout for Business Classifications more friendly , e.g. to show a nice web style List of Business classifications that actually has e.g. on the left side the list of classifications and on click, in the right frame , the info about the Classification is displayed...
Also, are there any other free tools to make this happen?
Anyone wants to point me to a good template?
I am using HPTRIM service API to connect to the HPTRIM and pull various information out of it. I am communicating the trim of version "126.96.36.19919" with c# as programming language. For few records there are additional fields that needs to be read and I have not been provided with Id for each fields and those fields may vary on each record.
I found various notes on getting the additional fields information of the trim such as "https://community.hpe.com/t5/SDK-API-Support/Getting-all-properties-and-user-defined-fields-for-each-record/td-p/2394528" but they donot explain the process from utilising service api.
It would be great to know all the fields along with additional fields for each records. So if there is a way to get these information it would be of great help.
Win 7, HPE RM8.3
A colleague asked me to investigate why (in HPE RM8.3) the workflow actions users can't change the Duration while creating new document as in previous HPE RM's? Once the document is saved to TRIM, then the DURATION menu option is not greyed out anymore ..... This was not the case before this version.... Users were able to alter the duration of the action during the document's creation and addng the action....
I was asked to ask this:
"We’ve had some comments from people that it would be better if the print merge selections were in alphabetical order. There are so many options that not being in order makes it really hard to find things if you’re new to it or only do it once in a blue moon.
Can you pass this on to HP or ask the forum about why it is that why and if it can be changed?"
Any comments appreciated.
Has anyone had a major issue with 'HPRM Has stopped Working' or errors relating to the email viewer when opening WinZip files ?
HPE RM8.3 , Win 7 , MS Office 2010
How can we find which user's ID ( User name ) e.g E 00001234 has been changed to C0001234 or vice versa? We want to find all of them.
I know that there is DATE Modified but that is for all locations , not specifying that ID has been changed
WITh CM9, we are unable to force the appearance of the document profiling form when saving a documents. This will impact on take up . Had anyone found a way to have the profiling form presented automaically and asve the suer the burden of remebering that they ahve to click on the HP Tab.?
I've been attempting to identify All container records that are assigned to any part of a location stucture.
The search method I have used indicates the top level parent location using the recursive option in the hope it would spilll down to sub-locations and capture any records where one of the 3 locaton fields refers to at least one part of the location structure I'm searching across. If the parent location was called ABC the search would look like:
Current Location = ABC, OR Home Location = ABC, OR Owner Location = ABC. (Recursive selected for all 3 options)
One issue I have noticed is that records which have the Home Location or Current Location set to the container record aren't being picked up in this search even those these fields can indicate something like "In Container 1234 (ABC)".
Wondering if anyone has any suggestions?
Why does the '&' doesn't work in any word or title word searches. For example E&Y. I know in our datebase we have at least 100 items with E&Y in its name but I get know results.
Any help would be greatly appreciated.
In a recent upgrade we noticed that when getting the Global Settings from the client Tools>>Options>>Get Globals, when the Global Options to Download form opened none of the options were "Ticked".
In RM 8.1 they are.....
Is this a feature of 8.3 and is there a way to deliver the options ticked for end users?
We have a set of Global Settings saved by the Administrator
Since upgrade to RM 8.3 users have reported documents getting check-in while being edited.
The check-in may occur immediately following the check-out or some hours after the check-out. In all cases the user is not aware that RM has checked-in a document and they continue to work on a document which is no longer checked-out.
I didn’t think this should be possible because TRIMwatcher should see the document is locked by Word, Excel etc.
Has anyone had a similar experience with RM?
It doesn’t seem to matter if offline records is on local drive or network drive
We have two issues with the behaviour of recent documents in RM 8.3. It wasn’t like this in TRIM 7.
Do others agree that this is how recent documents now behaves and agree it is not desirable?
Would anyone be able to shed light on how I can set the 'Preview' pane to stay set to enable default electronic document viewing when searching for documents for a specific user (not via Global Settings)?
Previously in 7++ if you had 'Preview' set for a document type it stayed on, now with 8.3 it will reset back to ' Properties' see attached
Is this controlled by a local user registry key?
has anyone come across the problem of HPRM asking for records to be Inactive before containing to an inactive box? - this is a new feature which wasnt evident in 7.1 / (?) and is actually preventing knowledge workers and records coordinators from containing records to boxes - see attached error message