HPE Records Manager/HP TRIM Connector
for SharePoint

HPE Records Manager, also known as HP TRIM, is a leading EDRMS solution that helps you meet regulatory compliance requirements and organizational mandates.

Content Management and Records management with HP Records Manager helps you manage content use, compliance and policies using a fully compliant system certified across all key international standards. HP Record Manager’s integration with SharePoint provides management and archiving of SharePoint content including sites, but it does not include integration with unified search.

Our HP TRIM Connector for SharePoint was specifically developed for HP Records Manager, establishing a secure connection to the TRIM application and mapping the content including metadata and attachments from the TRIM schema to the search engine schema. It then extracts content and feeds it to the search engine in a process called crawling.

TRIM Connectors for SharePoint

This connector supports both full crawls and incremental crawls:

  • Full crawls, which extract all desired content
  • Incremental crawls, which extract only content which has changed since the last crawl

Our HP TRIM Connector for SharePoint addresses key requirements:

  • 1
    Working with unstructured content, structured data, large documents, and attachments.
  • 2
    Indexing all desired items with a very high throughput..
  • 3
    Minimizing the impact on the performance of the source system.
  • 4
    Adhering to the security of the records management environment, only surfacing the content that users are permitted to see.
  • 5
    The source system retains the master information. Users click on a search result and can be working on the original item or document through the pointer to the source system.


Future-proof your investment for new SharePoint versions and O365

With each successive version of SharePoint, Microsoft extends its core capabilities, and the same is true of new releases of HP Trim. BA Insight does the hard work of keeping the connector up to date for both Trim and SharePoint. In addition, the HP TRIM Connector for SharePoint also supports O365 through the Cloud SSA. In fact, we support current versions of SharePoint, including 2010, 2013, 2016, and Office365.

The upgrades can be done by your IT organization. It is a matter of accessing the BA Insight customer portal, downloading the latest release and installing and configuring it.  Or, if desired, our professional services team can handle the upgrades.

Drive end-user engagement

By connecting Trim to SharePoint, you increase adoption, improving organizational efficiency and productivity.