1. Connector for HP TRIM Software
eBRIDGE Open Platform
Connector for HP TRIM Software
Sales Training
Version_1_28_08_2012

2. Introduction Sales Presentation HP TRIM Software Introduction
TRIM Connector Introduction
Demonstration
Please turn off all phones and off for duration of the course.
Please keep questions to session breaks \ end of presentation
Please enter “MUTE” control code for GoToMeeting.

3. Outcomes
High-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 Hardware
Understanding of How to Scan, Commit and View a document in HP TRIM

4. HP TRIM Sales Presentation
Partners Site

5. HP TRIM Sales Material Video and Brochure
Partners Site

6. HP TRIM
Software
Introduction

7. HP TRIM - What is HP TRIM
HP 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 standards
Used by many Local and Federal Australian Government Agencies.

8. HP TRIM – Workgroup Server HP TRIM Context – Desktop Client
HP TRIM – Common Architecture
HP TRIM architecture consists of the three main components
HP TRIM
Database
e.g. SQL
HP TRIM – Workgroup Server
HP TRIM Context – Desktop Client
The HP TRIM Workgroup Server is the key component in the HP TRIM architecture.
• Primary Database
• Content Indexing
• Document Stores
• Document Stores
The 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
Records
A Record is a Electronic Object existing in the TRIM database.
Files scanned with the TRIM Connector will be attached to a Record.
Record Types
Are a way to categorise “like documents”
Each record type typically has different Controls (Meta-Data) and access permissions
Record Number
The Number provided by TRIM when a Record in committed to TRIM
Containers
Similar concept to a folder that your documents should or will be contained in.
Controls
Types of meta-data associated with a Record Type - Text fields, numeric values, lists lookup etc.

10. TRIM Connector
Introduction

11. Introduction – Features
The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of Connectors
Clean 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.
Security
Complies with all TRIM security logins and access controls.
Streamlines hard copy document workflow
Scan 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 Connectors
Flexible Workflow Options
Job Preview, Default Record Types,, Default Containers, Fixed User Login.
Control Field Support
Mandatory Fields
Record Search – Name and Wild Card
Web Based Administration
Simple to use and centralized, make configuring the connector easy.
Multiple Image and OCR File Format Support
Includes formats such as Image PDF, JPEG, TIFF and complimented by Searchable PDF and PDF/ A with or without compression
Full Function Trial
30 Day full Function Trial

13. Open Platform Connector
What is an Open Platform Connector
A Toshiba Open Platform Connector provides direct CONNECTIVTY between a Toshiba MFP and Enterprise Servers.
Enterprise Server
Open Platform Connector
Middleware
SOMETHING 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 - Architecture
The TRIM Connector can be installed on TRIM Client PC or TRIM Workgroup Server.
TRIM Context
Desktop Client
Workgroup Server
TRIM Workgroup Server
with TRIM Context Installed
The 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 - OS
Supported OS
X32
X64
Windows Server 2003 – SP 2
Yes No
Windows Server 2008 – SP2
Windows Server 2008 R2 – SP1
Windows XP – SP3
Windows Vista – SP2
Windows 7 – SP1
Number of MFP’s Supported with GS1020
MFD
Windows Server 2003 – SP2 10
Windows Server 2008 – SP2
Windows XP – SP3 5
Windows Vista – SP2
Windows 7 – SP1
As 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 - Hardware
Component
Minimum System Requirement
Recommended System Requirement
Processor
Pentium 4 class 2.0 GHz Pentium
Processor Pentium Dual Core
3.0 GHz or higher
Memory
Memory 1 GB
2 GB RAM (4 GB recommended)
Hard Disk
Hard Disk 40 GB
with 5 GB of available disk
(80 GB recommended)
TRIM
TRIM Version 6.25
TRIM Versions 6.25
TRIM Version 7.0

17. TRIM Connector
Demonstration

18. Enhancements
Auto Fill Login SSO for Open Platform
Elatec
Magtek

19. GoTo Demo
We can assist with online demonstrations, as we have the infrastructure
TRIM Context
Desktop Client
Workgroup Server

20. Questions

21. Thank You