Company
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eBRIDGE Open Platform
Connector for
HP TRIM Software
Sales Training
Version_1_28_08_2012
eid.toshiba.com.au
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•
•
•
Introduction
• Sales Presentation
Please turn off all phones and email off for
duration of the course.
Please keep questions to session breaks
\ end of presentation
Please enter “MUTE” control code for
GoToMeeting.
• HP TRIM Software
Introduction
• TRIM Connector
Introduction
• Demonstration
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Company
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•
Outcomes
High-level understanding of the features , functions and
benefits of the e-BRIDGE Open Platform Connector for
TRIM.
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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
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HP TRIM - What is HP TRIM
HP TRIM is an enterprise document and records management system
for physical and electronic information designed to…..
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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.
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HP TRIM – Common Architecture
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HP TRIM architecture consists of the three main components
HP TRIM
Database
e.g. SQL
HP TRIM Context – Desktop
Client
HP TRIM – Workgroup
Server
The HP TRIM Workgroup Server is the key
component in the HP TRIM architecture.
• Primary Database
• Content Indexing
• 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
•
Document Stores
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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
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HP TRIM - Terminologies
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.
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Introduction – Features
The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of Connectors
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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
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Scan document directly into TRIM, no need to scan and post insert.
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Introduction – Features
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The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of Connectors
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Flexible Workflow Options
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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
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What is an Open Platform Connector
A Toshiba Open Platform Connector provides direct CONNECTIVTY between a Toshiba MFP and
Enterprise Servers.
Middleware
Open Platform
Connector
Enterprise Server
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
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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
Document Stores
TRIM Context is available and configured i.e. a licenced TRIM system. •
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System Requirements - OS
Supported OS
Windows Server 2003 – SP 2
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
Windows Server 2003 – SP2
Windows Server 2008 – SP2
Windows XP – SP3
Windows Vista – SP2
Windows 7 – SP1
X32
Yes
Yes
No
Yes
Yes
Yes
X64
No
Yes
Yes
No
No
Yes
MFD
10
10
5
5
5
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.
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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
Hard Disk
Hard Disk 40 GB
with 5 GB of available disk
2 GB RAM (4 GB
recommended)
Hard Disk 40 GB
(80 GB recommended)
with 5 GB of available disk
TRIM
TRIM Version 6.25
TRIM Versions 6.25
TRIM
TRIM Version 7.0
TRIM Version 7.0
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•
Auto Fill Login SSO for Open Platform
• Elatec
• Magtek
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•
We can assist with online
demonstrations, as we have the
infrastructure
TRIM Context
Desktop Client
Workgroup Server
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