Presentation on theme: "Connector for HP TRIM Software"— Presentation transcript:
1 Connector for HP TRIM Software eBRIDGE Open PlatformConnector for HP TRIM SoftwareSales TrainingVersion_1_28_08_2012
2 Introduction Sales Presentation HP TRIM Software Introduction TRIM Connector IntroductionDemonstrationPlease turn off all phones and off for duration of the course.Please keep questions to session breaks \ end of presentationPlease enter “MUTE” control code for GoToMeeting.
3 OutcomesHigh-level understanding of the features , functions and benefits of the e-BRIDGE Open Platform Connector for TRIM.High-level understanding of HP TRIM software.System Requirements – OS and HardwareUnderstanding of How to Scan, Commit and View a document in HP TRIM
7 HP TRIM - What is HP TRIMHP TRIM is an enterprise document and records management system for physical and electronic information designed to…..Help business to capture, manage and secure business related information.Enterprise wide “best business practices” for Record Management and Retention.Meet and conform with both corporate policy and regulatory compliance.Complies with AS4390 The Australian Standard for Records Management and many other international standardsUsed by many Local and Federal Australian Government Agencies.
8 HP TRIM – Workgroup Server HP TRIM Context – Desktop Client HP TRIM – Common ArchitectureHP TRIM architecture consists of the three main componentsHP TRIMDatabasee.g. SQLHP TRIM – Workgroup ServerHP TRIM Context – Desktop ClientThe HP TRIM Workgroup Server is the key component in the HP TRIM architecture.• Primary Database• Content Indexing• Document Stores• Document StoresThe HP TRIM client includes all the functionality necessary to interface with and administer HP TRIM.• Client interface for End Users• Records Managers• System Administrator's• Document Stores
9 HP TRIM - Terminologies RecordsA Record is a Electronic Object existing in the TRIM database.Files scanned with the TRIM Connector will be attached to a Record.Record TypesAre a way to categorise “like documents”Each record type typically has different Controls (Meta-Data) and access permissionsRecord NumberThe Number provided by TRIM when a Record in committed to TRIMContainersSimilar concept to a folder that your documents should or will be contained in.ControlsTypes of meta-data associated with a Record Type - Text fields, numeric values, lists lookup etc.
11 Introduction – Features The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of ConnectorsClean Interface.Easy to use, provides continuity with MFP LCD Look and Feel.Six Pre-Configured Profiles.Up to 6 Scan Profiles can individually configured to suit the needs of either an individual or enterprise.SecurityComplies with all TRIM security logins and access controls.Streamlines hard copy document workflowScan document directly into TRIM, no need to scan and post insert.
12 Introduction – Features The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of ConnectorsFlexible Workflow OptionsJob Preview, Default Record Types,, Default Containers, Fixed User Login.Control Field SupportMandatory FieldsRecord Search – Name and Wild CardWeb Based AdministrationSimple to use and centralized, make configuring the connector easy.Multiple Image and OCR File Format SupportIncludes formats such as Image PDF, JPEG, TIFF and complimented by Searchable PDF and PDF/ A with or without compressionFull Function Trial30 Day full Function Trial
13 Open Platform Connector What is an Open Platform ConnectorA Toshiba Open Platform Connector provides direct CONNECTIVTY between a Toshiba MFP and Enterprise Servers.Enterprise ServerOpen Platform ConnectorMiddlewareSOMETHING TO REMEMBER – we NEVER edit or configure the ENTERPRISE SERVER.We only ever display fields as dictated by the server.examples below:• MOSS (SharePoint) Connector• Exchange Connector• With many more to come……• Document Stores
14 with TRIM Context Installed TRIM Connector - ArchitectureThe TRIM Connector can be installed on TRIM Client PC or TRIM Workgroup Server.TRIM ContextDesktop ClientWorkgroup ServerTRIM Workgroup Serverwith TRIM Context InstalledThe TRIM Connector utilises TRIM Context to interface with TRIM.An important pre requisite of the TRIM Connector is that it is installed on either a PC or Server where TRIM Context is available and configured i.e. a licenced TRIM system.• Document Stores
15 Number of MFP’s Supported with GS1020 System Requirements - OSSupported OSX32X64Windows Server 2003 – SP 2YesNoWindows Server 2008 – SP2Windows Server 2008 R2 – SP1Windows XP – SP3Windows Vista – SP2Windows 7 – SP1Number of MFP’s Supported with GS1020MFDWindows Server 2003 – SP210Windows Server 2008 – SP2Windows XP – SP35Windows Vista – SP2Windows 7 – SP1As an example if you have 20 MFP’s all requiring to scan into TRIM you will need purchase 2 TRIM Connector licenses for Server Based OS and 4 for Desktop Based OS.
16 Minimum System Requirement Recommended System Requirement System Requirements - HardwareComponentMinimum System RequirementRecommended System RequirementProcessorPentium 4 class 2.0 GHz PentiumProcessor Pentium Dual Core3.0 GHz or higherMemoryMemory 1 GB2 GB RAM (4 GB recommended)Hard DiskHard Disk 40 GBwith 5 GB of available disk(80 GB recommended)TRIMTRIM Version 6.25TRIM Versions 6.25TRIM Version 7.0