Content Manager (Formerly  HPE Records Manager / HPE TRIM)

Content Manager is a governance based enterprise content management (ECM) system designed to meet the global needs of government, regulated industry and enterprises.

Unlock the benefits of managing content throughout its lifecycle. More organizations are now realizing the benefits of integrating electronic records management into their enterprise content management practices. This is because of its proven mechanisms for proactively capturing and organizing the documentary evidence that makes up the regular course of business—activities, transactions, internal and external communications, protective markings, and retention requirements. 

An information governance program built on strong records management principles can also significantly improve business efficiency and productivity, information security, and operational cost savings. The program proactively manages both business content and records throughout the content lifecycle, from the point of creation through to disposal.

In today’s business environment, compliant Enterprise Content Management (ECM) is a complex undertaking. Content Manager responds to this need to deliver integrated, proven content management and governance for your entire enterprise. Micro Focus can help you manage both physical and electronic content within a single ECM solution.


  • Automation - Improve the efficiency of staff & systems. Automatic classification, folder creation, policy application and advanced disposal processing reduces errors and manual tasks.
  • Collaboration and Cloud - Integration with Microsoft Office 365, OneDrive and SharePoint enables the passive and compliant management of critical content and records without negatively impacting the collaborative or cloud experience.
  • Security - Extensive security and access controls improve privacy for managed content while simplifying the defensible disposal (according to policy) of content that has expired or has no residual value.
  • Retention Management - Pre-packaged policy for Government, Life Sciences and Financial Services across multiple jurisdictions lowers the cost and complexity of retention management. Further, the automatic application of policy & multi-jurisdictional retention management simplifies compliance with regulatory mandates such as privacy, freedom of information, FRCP or DoD5015.2.
  • Zero Footprint - Functionally rich, zero footprint web client reduces IT resources and cost to implement, while improving authorized real-time access to business content, contacts and workflows in the field across a range of devices.
  • Geographical Data - Geo-location functionality and search integration with Google Maps simplifies asset management by aligning content, contacts, geographical data and policy in one application.

To discuss moving to Content Manager please contact us on sales@infoproficiency.com.au or call +61 8 6230 2213.


 

“The WA Department of Training and Workforce Development has engaged Information Proficiency on a number of occasions for a number of bodies of work. Information Proficiency bring with them 2 areas of expertise which is the reason for our continued relationship.
They provide unparalleled knowledge and expertise in not only HP’s TRIM/Records Manager application but also Document and Records Management in general.
Their value is further enhanced by their work in configuring the application to meet both Department and State Records Office document and records management requirements.”
David Wimbridge, Assoc Director, ICT Service & Information Management, Department of Training and Workforce Development.
 

RELEASE NOTIFICATION:   Content Manager 10.0

Release Type: Major

Platform: On-premise

Release Date: March 1st, 2021

 

Release Content

Content Manager 10.0 is a governance based enterprise content management system designed to help government agencies, regulated industries and global organizations manage their business content from creation to disposal. 

Content Manager is the cornerstone of the Micro Focus Secure Content Management Suite that provides customers the capability to lower operating costs, secure information, enhance compliance and increase productivity. 

Through innovation and interoperability Content Manager is transforming how business manages content across the lifecycle, helping to maintain control over this valuable asset throughout the process of creation, collaboration and mobile access.

Features

Content Manager 10.0 release

The following new features are available with the 10.0 release:

 

New Features


Platform Continuance

Content Manager 10.0 Introduces support for:
• Kofax 11 and 11.0 SP1
• IDOL, KeyView and Media Server

RDBMS support:
• Oracle CDB/PDB
• PostgreSQL 12

Content Manager Client

 
Theme: User Experience

Checkout to OneDrive
For organizations that use Microsoft's OneDrive and have configured Content Manager to enable
access to this, users can now opt to check out their documents to OneDrive from a record's
right-click menu. Users can choose which OneDrive folder the document is checked out to, as
well as select existing Content Manager locations, or include external email addresses, to share
the document from their OneDrive with.

Search Forms
In this release, the use of the Search Forms has been extended to be able to use them within the
Content Manager client.

Custom Ribbon Commands
The ability to add Custom Ribbon Commands has been introduced. From the Content Manager ribbon,
users can opt to create specialized menu commands for a number of Content Manager objects.

Record Type Display Order
Many organizations have large numbers of Record Types defined in their datasets, but users tend to
create records using a few of these. To improve user experience in the record creation process, the
ability to customize the display order of Record Types has been added.

Ability to add Instructional and Placeholder text on a Record Entry Form
Administrators can add additional information to a record entry form which is displayed to the users
creating records using these forms.

External Links
A new type of External Link that opens a URL inside a Web Browser has been added to Content
Manager. This enables users to be able to right-click on an object and send the parameters defined
as a part of the External Link to a specified Web Browser URL, for example, run an Internet search
on a record title, or a Location name.

External Icons
Organizations can now import .ICO files into Content Manager via the Administration - External Icons
dialog. These will then be displayed in any icon lists displayed in the Content Manager Windows user
interface, for example, setting the icon for a Record Type.

Copy Security
From the right-click Security and Audit menu, the Copy Security and Access Policy option allows the
copying of the Security and Access Controls from the specified item to selected item(s) of the same
object type.

External Workflow Integration
The new External Workflow integration option allows organizations to create links to external workflow
applications.

Theme: Lifecycle Management

New Record Type Behaviours
Two new Record Type behaviours have been introduced:
• Basic Electronic Container
• Basic Electronic Document


These behaviours have been designed to suit an archival use case where large quantities of inactive
documents are imported into Content Manager primarily for the purpose of scheduling and disposal
according to Records Management compliance rules.

Server Side Disposal
Alongside the introduction of the two new Record Type behaviours, improvements to the consignment
processing options have been included to allow for consignments to only include records that have
been created using the new Record Types, which would allow the disposal process to be run using
bulk update techniques.

Content Manager Web Client


Theme: User Experience

Explorer Window
The Home page of the Web Client has been replaced with a record-centric Explorer window.

Check out to OneDrive
Organizations who are using OpenID to connect to Azure AD and M365/O365, now have the ability
to check out, and check in, records from the Content Manager Web Client to OneDrive.

Microsoft Office Integration


Theme: User Experience

Office and Outlook Online (M365) Zero Footprint Integration
A new zero footprint office integration has been developed for Content Manager. This integration allows
organizations using M365/O365 Office Online applications to integrate to Content Manager, allowing for
the check in, opening and editing of existing records.

Outlook Integration
The Content Manager Outlook integration is accessible via the More Actions button on an email.

DataPort


Theme: Total Cost Of Ownership

Organizations now have the ability to import and export:
• Record Types
• Actions
• Renditions (as a part of the record import/export process).

Content Manager SharePoint Governance and Compliance


Theme: User Experience

Allow export/import of Management settings
The Content Manager SharePoint integration supports Importing and Exporting of Management Rules,
Management Instructions, and Management Selectors.

Metric and reporting enhancement for all tenants
The new CM Statistics Overview page provides statistics of the SharePoint items for sites and sub-sites.

Support SharePoint Online versioning
The Capture all Versions option helps you determine whether all the versions of a document are captured
by Content Manager or just the latest version.

Add Azure Client AD entries through Tool
For SharePoint online, the Configuration Tool supports two new fields – Azure Client ID and Tenant ID
– for configuring Azure AD authentication.

Ability to handle Job Queue setting for tasks
The new Job Queue Settings page provides options to SharePoint administrators to configure job
queue related operations based on the requirement.

Support MS security Model changes for O365
When granting permissions to a term store group, to avoid using Everyone claim and to prevent
end-users from accidentally sharing content with guest users in their SharePoint Tenant, you can
add specific user(s) to the Contributors section.

Graph API Support
The Content Manager SharePoint integration supports Microsoft Graph API.

Content Manager Infrastructure


Theme: Total Cost of Ownership

 Elasticsearch Capabilities

Dynamic Schema
Elasticsearch indices used by Content Manager are now created with a ”dynamic schema”.
Record metadata fields can be mapped to an Elasticsearch index and the index is updated as
they change.

Elasticsearch Stemmer
You can now select an Elasticsearch stemmer that is appropriate for your index.

Elasticsearch Lifecyle Management Policy
Content Manager now supports Elasticsearch index Lifecycle Management Policies.

SQL Text Indexing
In earlier versions, Content Manager used its own “word indexing” algorithm for splitting up text
metadata such as Titles and Notes to allow searching by individual words contained within the
text. The SQL Text Indexing approach provides a significant performance benefit over the
previous approach.

Metadata Aggregation
A new class has been added to the Content Manager .NET SDK to support data aggregation
for statistical purposes. This class will format SQL aggregation queries to produce high
performance statistical counts, faceted over a number of different properties.

Support for OpenID Authentication
The OAuth authentication feature has been extended from previously only supporting Active
Directory Federation Services (ADFS), Azure AD and Google Apps, to supporting any OpenID
Connect-compliant authentication provider. This includes ADFS, Azure AD and Google Apps,
but also many other third-party authentication providers such as Okta and Ping Identity.

Support for ADFS WAP Pre-authentication
For customers who have deployed Content Manager workgroup servers behind an Active
Directory Federation Services Web Application Proxy (ADFS WAP) instance, authentication
for Content Manager can now be configured in ADFS WAP to use either pre-authentication
or pass-through authentication.

Administration Tool
This application has been designed to allow system administrators to restrict access to certain
Content Manager utilities that were previously exposed in TRIM.exe.

Command Line Tool
New command line functionality has been introduced to help those customers who wish to
automate the management of Content Manager using scripting tools. The Content Manager
administration command line tool allows the administrator to use a command line interface
to perform some tasks that previously required direct access to a user interface.

Enhanced Features


Content Manager Client

Theme: User Experience

Extended use of the Navigational panel user interface
In Content Manager 9.4, the user interface of a number of dialogs were changed from a
tabbed dialog to having a navigational panel style dialog. The use of this navigational panel
style has been extended, and now includes:
• Multi-page record entry forms
• Record Properties Page
• Classifications
• Locations
• Workflow Activity Properties and Workflows (excluding Workflow Templates)

As a result of this new user interface, on some Content Manager objects, new pages have been
added to the Properties of objects, for example, in Locations, the Profile tab options have been
split into Network Login and Profile.

Changes to Record Types
Some enhancements have been made to the Record Type creation processes.

Ability to Share User Labels
Improvements around sharing User Labels has been made. The concept of an Owner has been
introduced to the User Label properties.

Action Tracking
Once a Procedure or Action has been attached to a record, if required, users can now suspend the
step(s) until a defined date. The Status of the Action will show it's been suspended.

Search Options for Print Merge and Web Publisher Reports
When creating Print Merge or Web Publisher Reports, users can now search for the fields they
want to include on their reports, displaying a refined list of available fields matching the search word(s).

Email "Send To" Templates
Organizations now have the ability to customize the Send record to mail recipient template used when
a user right-clicks on an object and clicks Send To - Mail.

Explorer Window
The Explorer window was introduced in Content Manager 9.4. In this release, the functionality
and use of Explorer has been enhanced and extended.

Ribbon and Shortcut bar Enhancements
The use of the Shortcut bar has been extended. A new 'tray' option More is now available. This new
tray includes options that were previously included in the Trays Shortcut bar, such as Dashboard,
Check in Styles, Consignment Approvals, To Do Items.

Content Manager Web Client


Theme: User Experience

Searching Enhancements
A number of enhancements have been made to the searching experiences in the Content
Manager Web Client.

Update Action Enhancements
To allow for more items to be included on a search results list, the Action update options
have been moved out of the search results list into a dual purpose Properties panel.

Microsoft Office Integration


Theme: User Experience

Consolidation of the Office and Outlook integration User Interfaces
In previous releases, Content Manager has had two user interfaces in regards to the Office
and Outlook integrations. One, the desktop integration, used the native Content Manager
controls to provide the user interface, and the 'thin' integration which used the Windows
Presentation Foundation (WPF) to provide the user interface. These two interfaces have
now been consolidated into a single interface, using the Windows Presentation Foundation (WPF).

Content Manager SharePoint Governance and Compliance


Improvements to the Installation of the Online wizard for SP Online
Improved UI around email configuration and setting default record types in the
Configuration Wizard.

For more details, see 4.1 Using Configuration Wizard section in the Content Manager
Governance and Compliance SharePoint App: Installation Guide.

Provide default for Site Records Management Option Settings
To reduce the effort taken to manually change the RMO settings of all the site collections, you
can inherit the RMO settings to the site collections either during installation or during upgrading
the app.

Support for Derived Content Types
In previous releases, the Management rules supported only document content type. In
Content Manager 10.0, the Management rules support other content types, such as
document set, business intelligent, digital asset, etc. and the content types derived from them.

Obsoleted Platforms


Windows OS
• Windows 7.x
• Windows 8.x
• Windows Server 2012 & 2021 R2
Relational DB
• Oracle 11g R1
• Oracle 12c
• PostgreSQL 9.6.2
• SQL Server 2012
• SQL Server 2014
Browsers
• Microsoft Edge Legacy
Office versions
• Office 2010

Obsoleted Features

• Support for HCL Lotus Notes
• Support for Kofax 10.2



Note: More detail can be found in the release notes, found here


End of Support Information


Below are the support information dates, as at December 2021:

Software: Records
Manager
8.3x		 Content
Manager
9.0x		 Content
Manager
9.1x		 Content
Manager
9.2x		 Content
Manager
9.3x  		 Content
Manager
9.4x   		 Content
Manager
10.0x   
Released Nov 30, 2015 Jul 11, 2016 Nov 29, 2016 Nov 30, 2017 Aug 01, 2018 Aug 30, 2019  Mar 02, 2021 
End of Committed Support Dec 31, 2018 Sep 30, 2019 Feb 28, 2020 Dec 31, 2020 Aug 31, 2021 Sep 30, 2022  Mar 31, 2024

For date order view, see Support > Content Manager

RELEASE NOTIFICATION:   Content Manager 9.4

Release Type: Minor

Platform: On-premise

Release Date: August 1st, 2019(USA)

 

Release Content

Content Manager 9.4 is a governance based enterprise content management system designed to help government agencies, regulated industries and global organizations manage their business content from creation to disposal. 

Content Manager is the cornerstone of the Micro Focus Secure Content Management Suite that provides customers the capability to lower operating costs, secure information, enhance compliance and increase productivity. 

Through innovation and interoperability Content Manager is transforming how business manages content across the lifecycle, helping to maintain control over this valuable asset throughout the process of creation, collaboration and mobile access.

Features

Content Manager 9.4 release

The following new features are available with the 9.4 release:

 

New Features

Platform Continuance


Content Manager 9.4 introduces support for:
• Windows Server 2019
• Office 2019
• SharePoint 2019
• Kofax 11
• IDOL, KeyView and Media Server 12.3
• Elasticsearch 7.x

RDBMS support:
• SQL Server 2017
• Amazon RDS for SQL Server

Content Manager

 
Event Based Archiving
Content Manager 9.4 introduces a new trigger method for retention schedules - Archiving Event.

Metadata Capture
For record types that support the creation of electronic documents, on the record type, you can define
the settings to determine how the document metadata is extracted from electronic documents that are
checked into Content Manager via drag and drop, document queues and from Offline Records. 

Content Manager Explorer
The new Explorer window gives users a hierarchical view of records grouped within Content Manager
item types in a single window.

Content Manager Dashboard
A new Dashboard window is available in Content Manager 9.4.

Custom User type
Administrators now have the option to create up to 10 custom user types, in addition to the 6 standard
user types available.

Recycle Bin
This feature allows end users to send a record or a selection of records that they have created in error or
as a part of normal administrative practices to the Content Manager Recycle Bin, where they can then
be reviewed by an Administrator to either be deleted or restored.

Visitor access
In Content Manger 9.4 it is possible to register users as visitors without requiring an MSP license.

Editing Record Metadata from the View Pane
In this release, users with appropriate permissions will have the option of editing record metadata fields
from the record view pane, as well as the right-click menu.

External Workflow Integration
The new External Workflow integration option allows organizations to create links to external workflow
applications.

Content Manager Web Client

Manual numbering
Support for the creation of records using a record type that requires manual numbering is included in the
Web Client for 9.4.

Document Review and Authorization
Records that are a part of a document review and/or authorization process can now be updated in the
Web Client.

Support for viewing Renditions
On the Preview panel in the Web Client, records that have renditions attached, will now show a
Renditions tab.

Hit Highlighting in the Preview panel
When records are searched for using the Document Content search method, when a record is viewed
in the Preview panel, hit highlighting can be enabled to easily see references to the Content search
term in the document preview.

Support for viewing Office documents via Office Online
For organizations that are using the Office Online check out and edit option, users can now preview
their records using Office Online, rather than the Web Client Preview panel.

Custom Logo Support
Organizations can now replace the Content Manager logo with their own logo.

Creation of multiple records via Drag and Drop
Users can now be able to select multiple files and drag and drop them onto the Web Client interface to
check the documents into Content Manager.

Download Multiple Files as a Compressed file
If users have a requirement to share a set of electronic documents, these can now be downloaded as a
single action, rather than having to do it individually.

Microsoft Office Integration
Several new options have been included in the Office integration.

Enhanced Features

Changes to the Installation processes
The installation files have been redeveloped in 9.4 to simplify the installation process.

Content Manager
Security and Access
Access Controls
Access Controls can now be added to:
• User Labels
• To Do Items
• Workflow Activities
• External Links

Auditing
When viewing the Content Manager Audit logs, *.talf, in the Content Manager Audit Log Viewer, a new
Search option has been included which enables users to search for particular event in an audit log file.

Workflow and Action tracking
Action Tracking
Multiple actions can now be removed from records.

Workflow
A new search method for workflow activities is included in 9.4.

Additional Fields
Additional fields that have a type of Record, Schedule, Classification and Thesaurus Term can now be
created and associated to Content Manager objects to enable organizations to link different object
types.

Archiving
Improvements to the Content Manager Archiving features have been included in this release.

Record Requests
Two new options have been added to the Requests features, Cancel Request and Uncomplete.

Closing a Record
The procedure for closing records has been reviewed and enhanced in this release.

Renditions and Revisions
A new option has been added to the Record Type - Electronic page that allows administrators to
preserve all revisions that are associated to records that are created using this record type.

Update View Pane settings for Multiple Record Types
A new menu Customize Multiple is now available when right-clicking in the view pane, which allows
users to update their record view pane settings for multiple record types.

Document Stores
A new option Storage Pool Workgroup Server Affinity is now available for a Workgroup Server to
select a document store from the document storage pool.

Location improvements
A new System Option on the Locations page allows organizations to set a default setting for the Keep
a history of address changes option for changes to location addresses.

UI Improvements
Search option on dialogs
The quick search option has been included on the Select dialogs in Content Manager.

Redesign of System Options, User Option and Record Type dialogs
In 9.4, the System Options, User Options and Record Type dialogs have been redesigned to include a
navigational panel, over the traditional tabbed dialog.

Redesign of Record Relationships and Contacts dialog
To improve usability, the dialog used to build record relationships and to add contacts to records has
been redesigned.

Content Manager Web Client

Tag and Task methods
We've extended the update tasks on multiple records to include the option to update the
Security/Access of a selection of records, and multiple records can now be made Final in a single
update.

Improvements to Check in Styles
To improve the user experience in the Check in Style creation process, the first requirement is now to
select a Record Type, the benefit of selecting the associated record type in the first instance is that the
Check in Style form will now only display the associated additional fields rather than all possible
additional fields.

UI Improvements
The Navigational panel has been moved to a masthead.

Improvements on handling large Lookup Sets
For Lookup Sets that have a large number of items the initial loading of the list has been optimized.

Form Search enhancements
The ability to filter searches when using the Form Search option has been included in the Web Client.

Content Manager SharePoint Governance and
Compliance

Improvements to installation and configuration
To reduce manual configuration effort, the following manual steps are now automated as a part of the
Configuration Wizard setup process:
1. Creating the default Location
2. Creating the default Record Types:
a. SharePoint List
b. SharePoint Site

Customer Enhancements

 Additionally, over 50 miscellaneous customer raised enhancements were included from the product backlog in this release


Note: More detail can be found in the release notes, found here


RELEASE NOTIFICATION:   Content Manager 9.3

Release Type: Minor

Platform: On-premise

Release Date: August 1st, 2018(USA)

 

Release Content

Content Manager 9.3 is a governance based enterprise content management system designed to help government agencies, regulated industries and global organizations manage their business content from creation to disposal. 

Content Manager is the cornerstone of the Micro Focus Secure Content Management Suite that provides customers the capability to lower operating costs, secure information, enhance compliance and increase productivity. 

Through innovation and interoperability Content Manager is transforming how business manages content across the lifecycle, helping to maintain control over this valuable asset throughout the process of creation, collaboration and mobile access.

Features

Content Manager 9.3 release

The following new features are available with the 9.3 release:

 

Micro Focus Rebranding

This release of Content Manager introduces a fresh visual style reflecting our new company, Micro Focus.

 

New tasks to update records

·Change Title

·Change Record Number

·Updating Access Controls on multiple records

·Remove Locations From Access Controls

·Replace Current Access Control List with this list of Locations

 

New tasks to update Locations

·Change Location Type

·Change Profile Data

·Modify Email Address

·Updating the default Jurisdictions on Locations

 

Enhanced Office Integration

·When using the Edit option, the Content Manager Office integration options such as Check In, Make Final, Check In on Close and Records Properties, will have the same behavior as they do when you open a record from within the Content Manager integrated Office application.

 

Render Improvements

In version 9.2, the Rendering module was redesigned. The Rendering processing was further enhancedin the 9.3 to include:

·Monitor Render Queue – reporting progress and errors

·Automatically create PDF rendition

·Automatically create OCR rendition (for tif, jpg, etc.)

·Identify specific Workgroup Servers to carry out the Rendering process

 

Improved Document Store Integrity Checks

·Uses the document hash to ensure the stored document is valid and has not been tampered with

·Checks if the document is missing and restores the document from backup store if a replacement is found

·Checks for the number of documents that had a discrepancy with the reference count

·Generates a hash for the document if Generate hash for records that don’t have a stored hash is checked

 

Elasticsearch Improvements

·Support for Elasticsearch including X-Pack authentication

·Improved configuration options

 

IDOL and KeyView

·Updated to 12.0 release.

 

Customer Enhancements

·Additionally, over 80 miscellaneous customer raised enhancements were included from the product backlog in this release

 

 

Note: More detail can be found in the release notes, found here


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HPE TRIM 7.x End of Support Reminder

TRIM 7.1x

Hewlett-Packard (HP) is announcing the version discontinuance TRIM 7.1x. All TRIM customers with an active support contract are eligible to upgrade to Records Manager 8.0x. This is the new major release of the same product, but with a new name. HP is committed to providing the highest level of customer care to you while you determine your future strategy for TRIM and will provide support as indicated by the dates listed below.

Date Details  
01 October 2013 Product discontinuance announced
01 December 2013 End of sale (no longer orderable or available for purchase)
31 March 2014 End of Support for TRIM 7.1x
31 March 2016 End of Self-Help Support TRIM 7.1x

TRIM 7.2x

HP is announcing version discontinuance of HP TRIM 7.2x effective as of the dates below.

Date Details  
01 September 2014 Product discontinuance announced
01 November 2014 End of sale (no longer orderable or available for purchase)
31 August 2016 End of Support for TRIM 7.2x
31 August 2018 End of Self-Help Support TRIM 7.2x

All HP TRIM 7.2x customers with active support contracts are eligible to update to HP TRIM 7.3x, HP Records Manager 8.0x or 8.1x. HP Records Manager is the new name for HP TRIM.

While these HP TRIM 7.2x versions may continue to meet your immediate needs, HP recommends that all customers upgrade to the latest version of HP Records Manager – HP Records Manager 8.1x. Contact us for assistance on which product version to select for upgrade.

Note that the license/product structure for HP Records Manager has significantly changed with version 8.1x. The new licensing model provides your organization more flexibility to add user seats with new user types. You will need to update your support contract in order to obtain the license keys for HP Records Manager 8.1x. Contact us to initiate the support contract update.