HP TRIM Fixes

Version: 7.3 - build 5193

..Description

HP TRIM is a document and records management system.

Supersedes HP TRIM 7.21

..Product Documentation

For minimum requirements, installation and upgrade instructions, refer to the product documentation on the Web: http://www.hp.com/support/manuals

HP TRIM Specifications and Limitations (TRIM7.3_Spec.pdf)

HP TRIM Installation and Setup Guide (TRIM7.3_Install.pdf)

..Fixes and Enhancements

7.3 - build 5193

46256 Mail Message Contents Search - will not work for new e-mail format Fixed. Search method has been removed.

46203 Document Store - the menu while creating a new document store should be consistent and simplified. Fixed. The New Document Store menu has been simplified.

46169 IDOL Reindex - Does not process VMBX files, but will have a VMBX file processed. Error messages are displayed in the log file as "File Format" not supported Fixed. VMBX files are processed when reindexing. No Error messages are displayed in the log file

46168

IDOL Document Content Indexing - Unable to choose a different IDOL Server setting in the IDOL Record Reindex page Fixed. IDOL Reindexing has been enhanced to allow users to select different datasets(IDOL Servers) to perform IDOL reindexing operations.

46154 HP TRIM - IDOL - Reindexing - Log files are not created after performing IDOL reindexing using TRIM Client Fixed. The log files are now created and IDOLReindex.log is displayed when the view log button is clicked.

46134

IDOL Record Reindex - DLL error displayed when a user attempts to perform a Record Reindex operation on the IDOL Service - Event processor Fixed. TRIM users with the relevant security access can successfully perform a Record Reindex operation on the IDOL Service - Event processor.

46123

Document Content Search - Three Boolean options not supported by IDOL are enabled when a Document Content search is performed Fixed. Unsupported boolean options are no longer enabled when a Document Content search is performed.

46104

After installation of TRIM client, two other applications HR3 Payroll and Raisers Edge no longer work Fixed. Registry value was incorrectly changed There is now a custom action to detect this and change it back to its original value during an upgrade.

46086

Workflow - If the first activity of a saved workflow or template contains a document and after the TRIM user has added sub activities to the first activity then saves the workflow or template, TRIM will stop operating Fixed. TRIM operates correctly when a workflow or template is modified.

46077 TRIM Setup Information dialog shows ISYS DLLs as missing after installing TRIM 7.3 Fixed. After TRIM 7.3 is installed the ISYS DLLs are no longer listed in the "HP TRIM Setup Information" dialog box.

46059 TRIM Enterprise Studio - TRIM Events stop operating when processing Alerts Fixed. TRIM Event operates correctly when processing Alerts, which are delivered to target mailbox.

46057 SharePoint - Issues with "End Time" fields when using the Event content type in a Task list Fixed. End time fields now behave correctly.

46037 SharePoint 2010 - Error received when relocating multiple items that have already been managed/finalized Fixed. This error no longer occurs.

46035 SharePoint Server Publishing Infrastructure feature fails to activate

Fixed. This error no longer occurs.

46020 TRIM Enterprise Studio - Schema Repair - Recreate Primary Indexes does not re-apply referential integrity constraints Fixed. Recreate Primary Indexes correctly re-applies referential integrity constraints.

46010 TopDrawerDataPath - %USERNAME% variable causing TRIM to crash - investigate dump files please Fixed. Users can use valid network share for their Offline records location.

46007

Office Integration - Error message displays when saving a document as an offline record after saving it as online record Fixed. Using the Office integration, documents can be saved to the offline records directly after saving into HP TRIM.

45978

Document Content Indexing - There is no mechanism to monitor the IDOL Server from TRIM Enterprise Studio Fixed. IDOL features have been enhanced to include IDOL Monitor to provide a detailed mechanism to monitor IDOL Server from TRIM Enterprise Studio.

45976

HP TRIM - Print Reports - Manual Feed options set in Print Report option does not retain the settings and automatically prints the contents Fixed. While the Manual Feed option is selected and if a user tries to print a report the printer waits for user intervention. The settings are also retained.

45968

Access Controls - The Web Client search button does not work in the 'Location' window when applying access controls Fixed. Clicking on the search button correctly returns results in the 'Location' window when applying access controls.

45965 TRIM Web Client - Record Type sort order applied is ignored Fixed. When creating a new record in TRIM Web Client, Record Types are displayed in sort order applied.

45955

TRIM in Outlook - Irrelevant dialog box displayed when an e-mail is dragged onto a Linked Folder with preconfigured Record Type settings Fixed. The relevant dialog box is displayed when an e-mail is dragged onto a Linked Folder with preconfigured Record Type settings.

45953 TRIM In Outlook - Attach record in Outlook fails if it resides in a retricted container and results in an access denied error Fixed. Attach record in Outlook is successful when the record resides in a restricted container.

45951 Container history reappears after being deleted Fixed. A user can manually delete items in the history list.

45946 Web Client - Won't load Outlook e-mails from share drives or any alternate location Fixed. Users can now attach e-mail (.msg) files to records.

45925

SharePoint - This version should no longer support the RBS provider that was included in previous releases Fixed. The integration no longer includes an RBS component from this version on. This should not be misconstrued as it not supporting 3rd party RBS providers though.

45917 Record - Date modified increases by GMT offset every time the document is registered Fixed. Date modified does not change every time the document is registered.

45913 SharePoint 2010 - Site level archive to TRIM relocates instead of archive Fixed. This error no longer occurs.

45911 Same Container navigation based search menu item does not work Fixed. The "Same Container" list of records will now each link to the specified record.

45910 Sorting location search results by Login Expires On is incorrect Fixed. Blank Time is not set to start of day for sorting purposes.

45899 SharePoint 2010 - Core process ribbon menu options missing for Whereabouts items and list Fixed. This error no longer occurs.

45875 Inquiry User cannot attach actions or activities even if they have this permission Fixed. Inquiry Users can attach actions or activities when the permission 'Attach Actions or Activities' is enabled.

45856 Multijuridictions - not supported in copy record Fixed. Copy record can be applied to records with a mandatory field for multiple jurisdictions.

45854

SharePoint - When a column mapping is rejected, it is placed into the SharePoint properties field. There is no way to determine what mappings were rejected and why the mapping was rejected Fixed. A new XML element is included called "MapResult". This now appears as an element in the XML stored in the SharePoint properties field. If the mapping is successful, the value is empty.

If the mapping fails due to another mapping already being in place, the value is "Duplicate". If the mapping fails due to the field rejecting the value or the record type not supporting this field, the value is "Rejected".

45852

SharePoint - When a column mapping is rejected, the wrong value is placed in SharePoint properties Fixed. When a column is rejected, the value of the column is now captured correctly in the SharePoint properties field.

45845 WCM - Document picker is not sorting documents in alphabetical order Fixed. The document picker is correctly sorting documents in alphabetical order.

45843 Superfluous Paste commands in context menus Fixed. The "Paste" options no longer appear in places where selecting that option would do nothing.

45835

Document Content Indexing - Unable to perform a successful DCI search for some of the VMBX files following a TRIM upgrade Fixed. TRIM sucessfully extracts the text and indexes all records with a VMBX extension following an upgrade.

45827 Retention - Retention Trigger calculation algorithm stops CPU from operating on SQL Server Fixed. This can be prevented by selecting the option "Optimize management of contained records to allow for very large folder size".

45826 Check in option not available for a draft document under certain record type conditions Fixed. Check in option is available for a draft document under certain record type conditions.

45823

HP TRIM Web Client - Error message was displayed when records types other than Folders were tagged and sent to My Containers Fixed. Error message is no longer displayed when any records types other than Folders are sent to My Containers.

45822 Holds - TRIM incorrectly allows records to be added to a container which has a hold placed on it Fixed. TRIM does not allow records to be added to a container which has a hold placed on it.

45820 SharePoint 2010 - Unable to map columns with data type "External Data" Fixed. "External Data" columns can be mapped to 'string', 'text' and 'notes' fields.

45816

SharePoint - Manage process fails when the value of SharePointProperties field exceeds 65536(64K) characters Fixed. The size of this field has been tripled, the amount of information that is placed in this field is significantly reduced and the error message updated to provide advice as to how to prevent this problem from occurring.

45809 SharePoint 2010 - Ribbon Menus missing for several list types on the Meeting Workspace template Fixed. This error no longer occurs.

45784 SharePoint - Attempts to log information to the ULS log are failing and these messages are appearing in the event log instead Fixed. This error no longer occurs.

45773

HP TRIM - Error message was displayed when users without write access tries to change the option for TRIM Startup from HP TRIM to HP TRIM Desktop and vice versa Fixed. Users without write access can now change the options for TRIM Startup without error messages and the selections are retained permanently.

45772 User Permissions - Unable to destroy records without Delete Records permission Fixed. Users without Delete Record permission can now destroy records assuming they meet all the other requirements.

45771 Configurations - User Configuration files are not saved under Roaming Fixed. User configuration files are now stored in Roaming by default.

45770 HP TRIM - E-mail Notifications - Error message with invalid SMTP header was displayed while setting up mail server in TRIM Enterprise Studio Fixed. The error message is not displayed while configuring mail servers in TRIM Enterprise Studio.

45766 TRIM in Outlook - Permission error displayed when Catalog on Send feature is enabled for a forwarded e-mail with an attachment Fixed. Catalog on Send feature when enabled successfully catalogs a forwarded e-mail with attachments.

45765 TRIMWorkgroup - For all types of exceptions valid error messages need to be provided Fixed. Error message has been updated to indicate what could be the reason for the exception.

45764

Document Queues - Extended MAPI Folder - Processing 'undisclosed-recipients' e-mails causes HP TRIM to stop operating Fixed. TRIM allows processing documents for 'undisclosed-recipients' e-mails via Document Queues - Extended MAPI Folder.

45762 TRIM Options - Date entered in yyyy-mm-dd format results as an invalid date when date format is

set as mm-dd-yyyy in TRIM options Fixed. TRIM successfully implements a mechanism to accept date in yyyy-mm-dd format and perform an automatic conversion if date format is set to mm-dd-yyyy in TRIM Options.

45761

Offline Records - Error message displayed when checking out records under containers (ending with a space character) to the Offline records folder Fixed. TRIM allows to check out records that belong to a container (ending with a space character) to the Offline records folder.

45756

TRIM Help topic - Searching for records created using Classifications is partially outdated Documented. Wording is now "You can also use the right-click Show Records command to display all records assigned to the classification "Note: Record tagging limitiation - the standard right-click menu is available for records in the Classification window's list pane; however, these records cannot be tagged."

45744 SharePoint 2010 - Core Process menu options not available on Document Set ribbon Fixed. This error no longer occurs.

45742 SharePoint 2010 - When an LIR is unfinalized in TRIM, any associated MLIs remain in a finalized state Fixed. This error no longer occurs.

45717

Event Processor - Mail Notifications - "Blocked by Error" message is displayed in the Event Monitor when notifications are triggered for invalid e-mail addresses Fixed. "Blocked by Error" message is not displayed in the Event Monitor when notifications are triggered for invalid e-mail addresses.

45716 SharePoint - Remove TRIM dependency in the MSIs Fixed. The SharePoint integration MSI no longer confirms that a suitable version of HP TRIM is installed. However, the product will fail if a 7.3 version of HP TRIM is not installed.

45708 HP TRIM Web Client - Need to prevent Java Script entered into the Notes field of a record from being executed from the Preview tab Fixed. The display strings are correctly encoded now to prevent any execution on the client side.

45629

SharePoint - If a managed SharePoint folder is edited, the column values are not reflected on the corresponding record in HP TRIM. Conversely, a change to the record in HP TRIM does not reflect on the managed folder in SharePoint Fixed. This error no longer occurs.

45628 SharePoint - New document added to managed document set does not become managed Fixed. Documents added to a managed document set are not automatically managed.

45557 Multipule Jursidictions - Adding a jurisdiction to a record removes member jurisdictions Fixed. Different jurisdiction types can be added to a record.

45533 SharePoint 2010 - MLI maintenance does not update the metadata or document content in SharePoint Fixed. This error no longer occurs.

45410 SharePoint - Drop down values do not synchronize Fixed. This error no longer occurs.

45369 SharePoint - Workflow association pages do not work Fixed. This error no longer occurs.

45360 SharePoint 2010 - Incomplete MLI maintenance behavior of unmapped column values across multiple exposed MLIs Fixed. This error no longer occurs.

45342 SharePoint - Enterprise keywords cannot be mapped Fixed. These column types can now be mapped to string, text and note fields in HP TRIM.

45340 SharePoint - Attempting to archive or relocate sites that use the "Group work site" template fails Fixed. The content will now be archived however, the protected lists on the site cannot be deleted and will remain (with no content).

45339 SharePoint 2010 - Site Settings links on integration page breadcrumbs are incorrect in root site collections Fixed. This error no longer occurs.

45336 SharePoint 2010 - Cancelling any default site or list management options page returns an error Fixed. This error no longer occurs.

45276 SharePoint - Introduce ability to turn off in memory caching Fixed. The WAIS page includes the ability to turn off in memory caching.

45261 SharePoint - When a new list is created that is set to inherit List Management Options from the parent site, any Lifetime Management Policies that use the individual model in the List Management Options are not applied to the new list. This only applies to newly created lists

Fixed. This error no longer occurs.

45259

SharePoint - When saving Lifetime Management Policies (LMPs) to the Lifetime Management Options (LMO) page while the Asynchronous Processing feature is deactivated on the site collection, an error is returned indicating that the LMPs failed to be applied Fixed. This error no longer occurs.

45184 SharePoint 2010 – Errors display when default container is a folder with classification titling Fixed. This error no longer occurs.

45103 SharePoint Integration - Using the default list management options, if you specify default RMOs for a custom list template, these apply to all custom list templates Fixed. This error no longer occurs.

45024 TRIMPort deletes import file when container field is mandatory on record type (and if the container field if left blank) Fixed. The import file isn't deleted when importing a record that has a blank container field in the import file.

45009 Web Client "In Tray" does not show all items shown in TRIM Client Fixed. Records assigned to Position are displayed in "In Tray" of a user who belongs to that Position.

44982 SharePoint 2010 - A relocation job when applied to folders causes the folders to get archived instead of relocated Fixed. This error no longer occurs.

44981 SharePoint 2010 - List items with a pending job for them can be deleted before the job processes Fixed. This error no longer occurs.

44816 SharePoint 2010 - Column mapping rounds the 5th decimal place Fixed. This error no longer occurs.

44338 SharePoint 2010 - When utilizing the SharePoint move or copy functionality, the moved or copied MLI does not behave correctly Fixed. Copy and move functionality is now supported.

44157 SharePoint - MLIs with LMP assigned are not deleted if the LIR is destroyed Fixed. This error no longer occurs.

44106

IDOL Document Content Index - Electronic attachments linked to Records are not de-indexed when deleted. Fixed. Electronic attachments linked to records are successfully de-indexed and do not get displayed on document content search results.

43890 HP TRIM Enterprise Studio - The 'Server deployment status' does not display the word 'Server' in full, it displays 'Se...' Fixed. The 'Server deployment status' now displays the full server name.

43386 SharePoint 2010 - Error returned when managing a document via WFE URL when scratch directory path is UNC Fixed. This error no longer occurs.

43314

SharePoint 2010 - Restarting a remote workgroup service results in ANONYMOUS logon attempts in the site colleciton Fixed. Although for similar scenarios the product documentation now advises to perform an IISreset on farm web front ends after restarting a TRIM workgroup service (local or remote), this particular scenario is now resolved to impersonate as the correct account rather than the 'anonymous' identity.

43199 SharePoint - Application pool requires scratch directory permission to process Content Organizer rules Fixed. The application pool account no longer requires this permission.

41277 SharePoint 2010 - Error when attempting to delete an LMP by selecting "Remove in process LMPs" Fixed. This error no longer occurs.

37442 SharePoint 2010 - List level pages have incorrect breadcrumbs in the browse control Fixed. This error no longer occurs.

7.21 - build 3519

45526 Mail notifications - TRIM uses invalid SMTP headers when Fixed. HP TRIM now uses correct SMTP mail headers for mail notifications.

45450

Bulk Loader - A container is on hold and disposition option is checked, it doesn't allow add/remove a record from it Fixed. This function now allows a container to have a record added/removed from it, if it is on hold and disposition option is checked.

45432 Retention Trigger - SQL statement calculation algorithm takes up CPU usage Fixed. This can be prevented by selecting the option "Optimize management of contained Records to allow for very large folder size".

45429 Recalculation of Triggers does not work if Optimization for large folders is enabled Fixed. When Optimization for large folders is enabled, the recalculation of triggers now functions correctly.

45368 SharePoint – workflow association pages do not work Fixed. Attempting to use some of the Lifetime Management Policy workflow templates no longer results in an error indicating that the page used for configuring the workflow's duration cannot be found.

45358

SharePoint 2010 – With asynchronous processing feature activated, upon managing an item in a library, a user is not able to delete or modify any items in that library Fixed. The location of the item in the list is confirmed as part of the validation process and so the prevention is no longer applied unless a 'finalize' type asynchronous job is actually pending.

45296

SharePoint - remove HP TRIM dependencies from MSI files Fixed. The SharePoint 2010 integration does not depend on HP TRIM being installed and the SharePoint Remote Workgroup installation does not depend on a particular version of the HP TRIM Workgroup Server being installed.

45277

Microsoft Integration – Outlook Mail - Scheduling assistant shows no information when the HP TRIM integration is active and the OS language is set to Dutch Fixed. The scheduling assistant functions correctly when the HP TRIM integration is active and the operating system language is set to Dutch.

45265 SharePoint 2010 – Integration not working as expected when moving documents between libraries Fixed. The move/copy action now succeeds in accordance with standard SharePoint move/copy behavior.

45260

SharePoint – Newly created empty lists fail to inherit Lifetime Management Policies (LMPs) from the parent site Fixed. The LMP workflow is now associated with the list in the first instance, regardless of the presence of any items in that list to which the workflow can be applied straight away.

45259

SharePoint – When saving Lifetime Management Policies (LMPs) to the Lifetime Management Options (LMO) page while the asynchronous processing feature is deactivated on the site collection, an error is returned indicating that the LMPs failed to be applied Fixed. The issue was caused by an attempt to update the progress of a non-existent asynchronous processing job for the transaction of applying the LMP. The progress update is no longer attempted if asynchronous processing is not being used, hence resolving the issue.

45208 Check In option not available for a Draft Document under certain Record Type conditions Fixed. The Check In option is now available for a draft document under all Record Type conditions.

45145 Document viewer - TRIM viewer does not display DGN files Documented. HP TRIM viewer does not support .dgn files for viewing in HP TRIM.

44236

Documentation - Outlook Integration - E-mails with "Catalog On Send" setting are not checked in again as new records when they are forwarded Documented. Documentation now does not state that with Outlook Integration, E-mails with "Catalog On Send" setting are checked in again as new records when they are forwarded.

43730 Documentation - Content Search Settings tab in TRIM Enterprise Studio is not required for IDOL Documented. Content Search Settings tab documentation removed from TRIM Enterprise Studio.

43714

SharePoint – When a value is selected from a dropdown selection in SharePoint, even though the column is mapped to a field in TRIM, the selected value does not appear in TRIM and the selected value in SharePoint disappears. This occurs when the column is mapped to a lookup set column in TRIM or even just a simple string field Fixed. Issue resolved by validating the length of the string before setting it in TRIM and if the length exceeds the allowed limit, an error is displayed to the user rather than rejecting the new value and setting it to empty string.

43249 HP TRIM Options - HP TRIM displays the date format set in the operating system prior to HP TRIM installation incorrectly HP TRIM displays the date format set in the operating system prior to HP TRIM installation correctly.

43024

The behavior of the Notes field on Workflow Templates and Activities has changed. It can no longer be modified; it can only be appended to. Documented. With default permissions on Workflows and Wolkflow Activities, you can only append to existing notes, not modify them.

7.21 - build 3231

45345 Check In option not available for a Draft Document under certain Record Type conditions Fixed. This function now operates correctly.

45324 MSI - Change the property to define the directory to delete on uninstall from [Hewlett-Packard] to [INSTALLDIR] Fixed. HP TRIM - Uninstalling HP TRIM no longer removes Hewlett-Packard folder from Program Files as users might have installed other products into the same folder.

7.21 - build 3220

44987 Database Upgrade - mediaType field initialized twice Fixed. The second initialization step has been removed.

44946

HP TRIM Options and SRMS Loader - An invalid date format error is received when HP TRIM has the date format set to mm-dd-yyyy but the SRMS Loader has date format is set to yyyy-mm-dd Fixed. HP TRIM Options and SRMS Loader - A invalid date format error is no longer received when HP TRIM has the date format set to mm-dd-yyyy but the SRMS Loader has date format is set to yyyy-mm-dd.

44942 HP TRIM Client - When upgrading from previous versions of HP TRIM the HP TRIM shortcut keys no longer function correctly Fixed. When upgrading from previous versions HP TRIM the HP TRIM shortcut keys function as required.

44849

SharePoint 2010 - LIR update of non-synchronized mapped column fails to update the column in SharePoint Fixed. Changes made to SharePoint term set fields in TRIM is now reflected in the mapped column in SharePoint.

44833 SharePoint 2010 - Error mapping a SharePoint Group to a TRIM Location Additional field Fixed. Mapping a SharePoint Group to a TRIM Location Additional field works as expected.

44831 Backwards compatibility - In certain instances records cannot be accessed with a record number search Fixed. In all instances records can be accessed with a record number search.

44789

SharePoint 2010 - List item manage fails when the list has a SharePoint number column mapped to a TRIM Integer data type Fixed. List item manage works as expected when the list has a SharePoint number column mapped to a TRIM integer data type.

44774 SharePoint 2010 - Document upload fails when RBS is used Fixed. Resolution added to RBS Troubleshooting section in SharePoint Integration Install Guide. Document upload succeeds on following the resolution steps.

44731

BulkLoader - Errors are produced in the log file when importing electronic records attached to containers and no records are created Fixed. Errors are no longer produced in the log file when importing electronic records attached to containers and no records are created.

44730 TRIM Enterprise Studio should support 100 SharePoint farms Fixed. TRIM Enterprise studio now supports 100 SharePoint farms.

44704 SharePoint 2010 - Jobs are created in the HP Queued Jobs list as the interactive user Fixed. When an asynchronous processing job is created it is done so in the HP Queued Jobs as the "system" account user.

44701

SharePoint 2010 - Asynchronous processing jobs for All at Once immediate management LMPs appear to freeze in job queue Fixed. Asynchronous processing jobs for All at Once immediate management LMP's functions as expected.

44668 SharePoint 2010 - Prevent changes to document when pending finalize or archive pending for the parent folder Fixed. Asynchronous finalize and archive jobs now prevent changes to items before the job is run.

44665 SharePoint 2010 - Incorrect relationship used on parent site records Fixed. The relationship description is corrected and now reads "Contains SharePoint List or Site".

44513 SharePoint - List Manage confirmation page contains incorrect text Fixed. Text on the List manage confirmation page is corrected.

44317 SharePoint 2010 - Simultaneous initiation of sibling site/list management jobs causes one job to fail Fixed. Simultaneous initiation of sibling site/list management jobs does no longer causes one job to fail.

44279 SharePoint 2010 - Asynchronous jobs of type "Exposure" do not have a "Job Action" Fixed. Asynchronous jobs of type "Exposure" now include an action of 'Recalculate'.

43190 SharePoint 2010 HP TRIM management options List Level menus is NOT displayed for 'Category' List in BLOG site Fixed. List and Item menu options are present for the Categories list and function as expected.

7.21 - build 3085

44578 When changing the menu property settings for a record type it is not saved to the database Fixed. The changes made to the record type properties > menu tab is retained when HP TRIM is closed and reopened.

44541 Document Content Searching - When using IDOL content indexing, the options 'Followed anywhere by' , 'WITHIN a PARAGRAPH of' and 'IN the paragraph LABELLED' in the document content search dialog do not return correct results

Fixed. When using IDOL content indexing , the options 'Followed anywhere by' , 'WITHIN a PARAGRAPH of' and 'IN the paragraph LABELLED' are disabled in the document content search dialog as they are not supported.

44540

Renditions Preview - Users with no viewing rights to a record can still preview the contents using Rendition Preview Fixed. A TRIM User without the "View Document" access control will not be able to preview the electronic document by the Preview Pane on the Renditions tab.

44508 IDOL Document Content Indexing – When the IDOL Server is offline the content indexing continues and there is no indication that all of the documents have not actually been indexed Fixed. When the IDOL Server goes into offline mode an appropriate message is written to the event log.

44410 Web Client - Create View audit event when using the new preview pane Fixed. An audit event is created when using the new preview pane.

44407

HP TRIM - It is not possible to log onto HP TRIM while the Index Text (Word re-indexing) is running in HP TRIM Enterprise Studio Fixed. It is now possible to log onto HP TRIM while the Index Text (Word re-indexing) is running in HP TRIM Enterprise Studio.

44381

Disposition on a container can be changed to "Destroyed" even though the container has items that have an active Hold Fixed. The Disposition on a container cannot be changed to "Destroy" even though the container has records that are in an active Hold. For further information refer to "Holds" in the TRIM Help file.

44380 It should not be possible to apply a 'Hold' to records which are in a container by selecting 'Add Records' from the context menu of a Hold Fixed. The option to add records and release records has been disabled from the context menu of a Hold.

44334

HP TRIM Web Client - Action/Procedures – The Web client times out when trying to view the Properties of an Action/Procedure attached to a record Fixed. The Action/Procedure property window in The HP TRIM Web Client now loads correctly with no timeout issue.

44313 Installation - The IDOL log files are being installed in the directory with the largest free space not C:\ by default Fixed. During the HP TRIM install the install location can be changed.

44296 Help file – The User Delete Records Permissions functionality in HP TRIM does not match Help file descriptions Documented. Help file updated to reflect correct behavior in TRIM.

44240 HP TRIM in Outlook - The prerequisites for Outlook integration are not documented in TRIMSpec.pdf Documented. The prerequisites for the Outlook integration are now listed in TRIMSpec.pdf.

44228 Keyview DLLs which are required for HTML rendition are missing Fixed. All the files required for HTML conversion are installed as part of the HP TRIM installation.

44188

TRIMPort - HP TRIM will not import the correct value of column 'ContactN Contact Type' specified in an import file if it is 'Other Contact' Documented. The Help file has been updated to advise that when importing a record with an 'Other Contact’ the field is specified as 'Other' not 'Other Contact'.

44164 Outlook Integration - Attempting to catalog a ‘Catalog On Send’ e-mail into a linked folder will display an error message Fixed. Receiving an e-mail which has been 'cataloged on send' into a linked folder will catalog correctly.

44093 When selecting Help for the Properties of External links, an error is displayed Fixed. The correct Help topic is now displayed for the Properties of External links.

44074 Word Integration - Office 2010 - When saving a file as PDF, the additional options do not appear Fixed. The additional options from Word, when saving PDF, appear when you select the "Local" option in the TRIM Word integration dialog.

44072

Workflow - One Sub-Activity on a Workflow Activity is permitted and when creating Sub-Activities of Sub-Activities HP TRIM will eventually not respond Fixed. It is not permitted to have a single Sub-Activity on an Activity, there needs to be more than one Sub-Activity for the Activity to retain the Sub-Activity information. This is specified in the HP TRIM Help file.

44068

TRIM Client - The access control 'View Document' is preventing users not in the specified group from creating new record parts Fixed. The access control 'View Document' is no longer preventing users not in the specified group from creating new record parts.

44061 Web Client - Cannot search for a record title when classification titling is used Fixed. In the Web Client a record can be searched for that has been created with 'Classification' titling

using the 'title' search method.

44060

Web Client - When selecting an 'Additional field' (String Field) with a name longer than 25 characters (space included) the input field in Web Client 'Record Search Builder' will overlap Fixed. 'Additional field' (String Field) with a name longer than 25 characters (space included) shows correctly and does not overlap the input field in Web Client 'Record Search Builder'.

44059 Web Client - Icons for record types are missing from Web Client image gallery Fixed. Missing icons for record types are added to image gallery.

44052 Global Settings - HP TRIM stops operating when 'Get Global' is selected from the HP TRIM options Fixed. Global Settings are now applied correctly when the 'Get Global' button in HP TRIM Options is selected.

44049

Outlook Add-In - IAP - Retrieving/opening an e-mail that has been stored in IAP for more than one year when the HP TRIM Outlook Add-In is enabled, it causes Outlook to stop operating Fixed. Retrieving/opening an e-mail that has been stored in IAP when the HP TRIM Outlook Add-In is enabled opens in a timely manner.

44048 The HP TRIM in Outlook toolbar will disappear when Outlook has been reopened Fixed. The HP TRIM in Outlook toolbar will not disappear when Outlook is reopened.

44035

TRIM Outlook Add-in - In TRIM 7.1.0, When cataloging multiple attachments, after the fields on the data entry form for the first attachment are filled, the fields on the data entry form will not pre-populate automatically for the rest of attachments Fixed. When cataloging multiple attachments, after the metadata is entered into the required fields on the record entry form for the first attachment, the fields on the record entry form will populate automatically for the rest of the attachments.

44025

Workflow Templates - The "Retention Period for Workflows based on this Template" does not calculate dates correctly Fixed. Workflow Templates - The "Retention Period for Workflows based on this Template" functions as expected calculating the 'Date Due For Destruction' on the Workflow initiated from the Workflow Template.

44023 TRIM Viewer - Leaving the HP TRIM Document Viewer open, when closing HP TRIM will cause HP TRIM to stop operating Fixed. Closing HP TRIM with a HP TRIM Document Viewer open will also close the viewer.

44004

Document Store Integrity Check - The 'Restore Backup Folder for Store' is a mandatory field when it should not be Fixed. The 'Restore Backup Folder for Store' field on a Document Store Integrity check no longer is a mandatory field.

43984 IDOL Content Indexing - KeyView Text Extraction removes tags out of XML Fixed. KeyView Text Extraction no longer removes tags out of XML.

43982 HP TRIM Reference Files - In some rare instances a TRIM reference (.TRF or .TR5) file may fail to open in HP TRIM producing an error about an invalid file path Fixed. A HP TRIM reference file will open HP TRIM without error.

43972

Workflow Upgrade – When upgrading from 6R2 1240 errors are received when performing the Workflow upgrade Fixed. When upgrading from 6R2 1240 errors are no longer received when performing the Workflow upgrade.

43971

Document Content Indexing - There is no transaction file size check when cataloging documents causing in some instances a 'No message received' error in the DCI Log Fixed. There is now a transaction file size check when cataloging documents preventing a 'No message received' error in the DCI Log.

43970 IDOL Document Content Indexing - HP TRIM is attempting to content index files that exceed the 'Maximum size any file can be content indexed' before moving them to Quarantine Fixed. Documents that exceed the Content Indexing file size limit are quickly added to Quarantine.

43969 Document Context Indexing - Temp files do not get cleared up automatically and fill up the hard drive, when running the DCI Fixed. Temp files are cleared automatically after processing the documents for Content Indexing.

43967

Outlook Integration - Unable to suppress data entry form when dragging e-mails into linked folder in Outlook when the default record type set for the linked folder has Date Registered field as a mandatory field on the data entry form Fixed. Data entry forms are suppressed when dragging e-mails into a linked folder within Outlook when the default record type set for the linked folder has a 'Date Registered' field set as mandatory on the data entry form.

43966 Searching - Offline Records - The 'Search Filter tab' does not load saved defaults Fixed. The Offline Records Filter tab loads saved defaults as expected.

43964 Documentation - TRIMInstall.pdf has a section that points to a non-existent knowledge base article Documented. TRIMInstall.pdf has been updated to ensure information is accurate and points to a valid knowledge base article.

43963

HP TRIM Version Upgrade - HP TRIM 6.2.4 TO 7.2.1 - Search results are displayed incorrectly when a wildcard enabled search mechanism is used to search for records Fixed. Records are successfully displayed when a wildcard enabled search mechanism is performed after a HP TRIM version upgrade from 6.2.4 to 7.21.

43960

Administrators are not able to delete a Saved Search where an owner is set to other than the administrator or a group to which the administrator belongs to Fixed. A user with the Saved Search administrator permission is able remove private and public searches. An administrator user is by default provided this permission.

43956

SDK & Workflow - Custom Add-ins (COM or .NET) do not work with workflows based on templates Fixed. Custom Add-ins (COM or .NET) now work with workflows based on templates. The message boxes are displayed for Pre Save and Post Event Messageboxes. Pre Delete and Post Delete Messageboxes are also displayed.

43955

TRIM Enterprise Studio > Schema menu - If no schema upgrade is possible, the schema upgrade menu item should not display Fixed. When Schema Upgrade is not possible, the Schema Upgrade dialog is also displayed and shows the message "Your HP TRIM dataset is the correct Schema Version".

43953

HP TRIM in Outlook - Having dual Outlook sessions produces error messages when accepting calendar invites Fixed. When dual Outlook sessions are open, calendar invites send without error after the OK button is selected when accepting the invite.

43947

HP TRIM Workgroup Server - After stopping all dataset activity in HP TRIM, Enterprise Studio then saves and deploys the configuration, the Workgroup server stops operating Fixed. Workgroup server now operates correctly when you save and deploy after stopping all dataset activity in TRIM Enterprise Studio.

43903 Searching - The String Search editor does not appear for a Boolean Search Fixed. The String Search editor will display when conducting a Boolean Search.

43893

Security and Access Controls - In specific instances when a change is made to the View Document Access Control, No Security Violation message is displayed even though an Audit Entry indicating an Access Violation has occurred Fixed. In specific instances when a change is made to the View Document Access Control, a Security Violation message is now displayed.

43885 SharePoint - When creating a sub-folder in a document library which has the immediate management LMP applied, the management workflow status on the folder shows as Error Occurred Fixed. The management workflow now succeeds on the sub-folder, hence managing it with HP TRIM.

43865 IDOL Document Content Index - Records are not de-indexed once an electronic document is deleted from the record Fixed. Records are de-indexed once the electronic document has been removed from the record.

43864

HP TRIM - In certain instances HP TRIM does not permit a record to be added to a sub folder when the option 'Records that behave as Documents can only be contained within Records that behave as Folders" is checked Fixed. HP TRIM now allows a record to be added to a sub folder when the option 'Records that behave as Documents can only be contained within Records that behave as Folders" is checked.

43857

Oracle - When registering a dataset there are no options to select for Table Location and Index Location Fixed. Current location of indexes is retrieved from database and is used to create new indexes when upgrading schema.

43851

HP TRIM Enterprise Studio - Dataset Creation - Creating tables in a non-default filegroup for an Oracle database will fail with a syntax error Fixed. When creating a new Oracle dataset in HP TRIM Enterprise Studio and selecting a non-default filegroup for the 'Indexes and Sizing' dialog, the dataset creation will complete without error.

43849

TRIM Enterprise Studio - Creating tables in non-default filegroup for a SQL Database will fail with a syntax error Fixed. When a SQL database has a non default filegroup set HP TRIM Enterprise Studio will now create the dataset without error.

43830 TRIMPort - A record import will create duplicate locations Fixed. A record import will no longer create duplicate locations.

43828 TRIM in Outlook - Linked folders are removed from public folders after Outlook is closed Fixed. Creating a linked to a public folder will not be removed after the Outlook session has ended.

43815

External Links - .NET SDK Add-in - The program does not execute the right process when selecting tagged items then choosing to work with current highlighted item only Fixed. External Links - .NET SDK Addin - The program now executes the right process when selecting tagged items then choosing to work with current highlighted item only.

43803

HP TRIM - Searching - When searching for ‘Other Contacts’ on a record search the results also returns 'Client Contact' records Fixed. When performing a record search and searching by 'Other Contacts', records with 'Client Contacts' are no longer returned in the results.

43795 IDOL Document Content Indexing - Log file review - Error "The attempt to do an IDOL 'addDocumentStart' failed. The error was: No message received" before Indexing failure Fixed. There are no longer errors that state 'no message received' in the DCI log.

43794 IDOL DCI - Log file Review - A "General Error" is received in the DCI log when Content Indexing specific files Fixed. When an error is generated in the DCI log the error is informative and easy to understand.

43744

Record access controls - Unexpected functionality identified when removing a location to update access controls for tagged multiple records Fixed. Access controls for tagged multiple records operates correctly when a location is removed during an update process.

43743 TRIM in Outlook - When cataloging an e-mail, the favorite records do not appear Fixed. When cataloging an e-mail the 'Favorites' folders are made available and can be entered into the container field of the record entry form.

43732 String based searching - Performing a 'Not Content' string based search returns incorrect results as the NOT operator is being ignored as part of the text string Fixed. When performing a 'Content method String Search' the NOT is no longer ignored.

43695

SharePoint - The HP TRIM selection controls (record type, record and classification) occasionally take a long time to load, eventually returning the error "Transaction aborted" Enhanced. Changes to the database search query have improved the response time so as to avoid this timeout error.

43692 Searching - Workflow - It is not possible to perform a Workflow Search by 'Job Number' Fixed. It is now possible to perform a Workflow Search by 'Job Number'.

43682 The option of 'Work Online' is no longer available Fixed. The option of 'Work Online' is now available.

43632 Statistical Reports are not displayed correctly when the HP TRIM Client is displayed in Russian Fixed. Statistical reports are now created in UTF-8 Character sets so Russian characters are now displayed correctly

43609 KeyView - Error message displayed in the Preview tab of TRIM's view pane, when electronic records with PDF files are attached to it Fixed. The Preview tab now displays the preview of a PDF file attached to an electronic record.

43604

Documentation - MS Office SP support in TRIMSpec.pdf needs updating to include 2007 SP3 and 2010 SP1 Documented. MS Office SP support has been updated in TRIMSpec.pdf to include 2007 SP3 and 2010 SP1.

43603

There is no documentation provided for the 'Open and Save through MS Office' topic in TRIM.chm and TRIM_US.chm Help files to enable document editing for an "Automatic check in" process Documented. The 'Open and Save through MS Office' topic has been successfully updated in TRIM.chm and TRIM_US.chm Help files to enable document editing for an "Automatic check in" process.

43601

Viewer - When viewing Microsoft Publisher file type "An unknown error occurred" message is displayed Fixed. This is a limitation with KeyView viewer so the message is changed to "No viewer for this document type in the KeyView library". When the user selects "View" the file is opened in the native authoring application.

43521 KeyView - Viewer could display Zipped file attached to a mail message in the Preview tab Fixed. The attachments to a mail message can now be viewed by clicking the View button inside the Preview tab of the view pane.

43507

HP TRIM in Outlook - Container list item can't be deleted when doing catalog from send in a new e-mail and linked folder setup Fixed. The container history in the 'HP TRIM Folder Properties' dialog can be deleted when doing a catalog on send.

43500 Tool tip - Hovering mouse pointer over a container number on record entry form does not display the container name Fixed. The tool tip now displays the container name in the container field on a record entry form when the

mouse is hovered on the container record number.

43471 Workflow - In some instances the "Date Completed" field is empty on completed Workflows Fixed. The "Date Completed" field is always populated when a Workflow is completed.

43464 Sorting records in the list pane by clicking on 'Record Type' column is very slow Fixed. Sorting records is now much quicker in the list pane when clicking 'Record Type'.

43388 HP TRIM Work Tray. Records take a very long time to copy to a user’s work tray Fixed. Performance when adding and removing large amounts of records to a work tray has been improved.

43352 WCM - A sort causes the scroll bar to disappear Fixed. The scrollbar does not disappear when clicking other columns to sort the document list.

43260

HP TRIM - Deleting locations without first dealing with any dependencies causes a referential integrity problem Fixed. Deleting locations without first dealing with any dependencies no longer will cause a referential integrity problem.

43249

HP TRIM Options – HP TRIM incorrectly displays the Date format set in the Operating system prior to HP TRIM installation Fixed. HP TRIM displays the relevant Date format set in the Operating system prior to HP TRIM Installation.

43204 Outlook Integration - Delayed Message Send prevented by the HP TRIM add-in Fixed. When creating an e-mail in Outlook and then selecting the Delay Delivery option, the message item will remain in the senders Outbox until the nominated delivery time is reached and it is sent.

43088

HP TRIM Client - Property values of Dictionary registry keys (User and Systems Dictionaries folder) under System setup Working folder list do not get updated if user modifies the path value Fixed. Property values of Dictionary reg keys (User and Systems Dictionaries folder) under System setup Working folder list reflects the relevant path value modified by the user.

43037

HP TRIM Client - Record Properties - 'Declare As Final after Saving' field is updateable when it has been set to a read only option by selecting the 'Default to yes' option under the relevant Record type property Fixed. 'Declare As Final after Saving' field is grayed out and is no longer updateable after selecting the 'Default to yes' option for the relevant Record type property.

42987 Searching - The search history drop down does not save the search when you click ok on the Record Types tab Fixed. The search history drop down will now save the search when you click OK on the Record Types tab.

42961 Kofax - HP TRIM needs to provide support Kofax 10 Enhanced. Kofax 10 is now supported.

42647

HP TRIM Help File - The Help file advises: The deactivated Location can only be viewed within the Search - Find Locations function by a user of user type Administrator, but the user does not have to be an Administrator, any user can perform this search Documented. The help file has been updated to match the correct HP TRIM functionality.

42528 Reports – The Notes field does not fully display in a Records Detailed report Fixed. The Notes field now display correctly in a Records Detailed report.

42469 HP TRIM Access controls – It is not possible to tag multiple records and set access controls to "Private" Fixed. It is now possible to tag multiple records and set access controls to "Private".

40455 Document Content Index - When indexing an e-mail with a .zip file attachment, TRIM attempts to add the file twice Fixed. When indexing an e-mail with a .zip file attachment, TRIM no longer attempts to add the file twice.

40445

Global Settings - The Automatically Get Global Settings on first startup of HP TRIM option is no longer available in the HP TRIM install Enhanced. The option to Automatically Get Global Settings on first startup of HP TRIM is available in the HP TRIM install.

4273

Office Integration - Unable to insert a picture into Excel and PowerPoint documents from TRIM. Word integrates and defaults to TRIM when inserting a picture however Excel and PowerPoint do not Fixed. From within Microsoft Excel and PowerPoint, it is permitted to select a picture stored in TRIM and insert the picture into the document.

7.2 - build 2317

43282 Document security is not always upgraded when placed in a higher security container Fixed. Security of document and container is now handled correctly when dragging and dropping a document into the selected container.

43222 HP TRIM WCM - Publish Now action button should not be visible when editing a live or published page. It should be visible when creating a new page version or editing a draft page Fixed. The Publish Now button is now not displayed in the edit page of a live web site.

43167 Movement history field is displaying incorrectly on view pane Fixed. The movement history in the view pane shows individual entries on individual lines.

43165 The TRIM Word integration does not create the offline records folder Fixed. The HP TRIM Word integration creates an 'Offline Records (<DBID>)' folder when a user saves a Word document to offline records if one does not already exist.

43164

When sending records to trays or checking in documents an error message is displayed saying cannot insert row in the database Fixed. When sending records to trays or checking in documents a check is done for any existing labels before adding a new one.

43061 TRIM in Outlook - Performance issues when cached mode is disabled Fixed. With the cache mode disabled in Outlook, navigating through Outlook displays e-mails in the viewer in a timely manner with or without the HP TRIM in Outlook Add-In enabled.

43026

Web Services - If the installer cannot deploy web services to the selected website because the selected website cannot be started, the installer deploys web services to the default website without notification Documented. Instructions on how to move the installation folder to a different website are available in the installation guides.

42924 Importing a new dictionary into TRIM will stop the TRIM 7.1 client from operating. If you try to import the same files into TRIM 6.25 it will work successfully Fixed. Dictionaries are now read using correct character encoding.

42910 Kofax Integration - Default values from Kofax mapped to TRIM cause the TRIM record entry form to display Fixed. Default values passed by Kofax are released to TRIM without displaying the TRIM record entry form.

42889 TRIM Client - Get Global on 'Menu, toolbar and frame settings' causes TRIM to stop operating Fixed. Selecting only the 'Menu, toolbar and frame settings' setting when using the 'Get Global' feature operates correctly.

42883 Record - After dragging and dropping a document on a container, the user cannot change the container by navigating to the properties of a record Fixed. Users can change the container value by navigating to the properties of the record.

42860 Cannot use the property 'Related Record' for update when more than one relationship has already been created for a record Fixed. Function now works correctly.

42859 Part Separator - The (~) tilde character is not available in the part separator drop down list Fixed. The (~) tilde character is now available in the part separator drop down list.

42802

Record Action - Adding an action with 0 duration to a procedure that is already attached to a record, changes the order of the remaining actions after completing the first action in the procedure Fixed. Adding an action with 0 duration to a procedure that is already attached to a record does not change the order of the action steps within the procedure.

42791

External Groups were supported in earlier TRIM versions and the TRIM 7.1 Help file states that you can create them. However, the Internal checkbox is checked and greyed out when creating Groups in 7.1 Documented. The Help file has been updated to reflect this behavior.

42721

HP TRIM in Outlook Add-In - IAP Archive search in Outlook, TRIM Add-In menu functions greyed out Fixed. Opening IAP e-mails from a search will display the appropriate HP TRIM toolbar buttons as available.

42720

Microsoft Outlook - E-mail embedded images turn into a red cross when "Catalog on Send" is selected Fixed. An embedded image successfully catalogs into TRIM 7.2 when a user selects the 'Catalog on Send' feature in Outlook 2007 & Outlook 2010. TRIM 7.2 does not support Outlook 2003.

42710 HP TRIM Client - While using wild cards * in an Additional field search, all the records were displayed instead of only particular record based on search criteria Fixed. Using wild card * search returns only records relevant to the search criteria.

42684

SharePoint - For non-English sites, the "Item" content type was available for selection in the Lifetime Management Policies gallery (in addition to the Lifetime Management Policy content type). Attempting to create an Item from this content type results in an error Fixed. The "Item" content type is removed from the LMP gallery. Only the "Lifetime Management Policy"

content type is available by default.

42680

HP TRIM in Outlook - When the option "Delete messages when cataloged in HP TRIM" is selected, click on Clear Backlogs button will not get all e-mails in the linked folder cleared at one time, but will take several attempts Fixed. When the option "Delete messages when cataloged in HP TRIM" is selected for a linked folder, all the uncataloged e-mails will be cataloged and deleted from the linked folder when the 'Clear Backlogs' button is selected.

42674

Clarification of database and Document Content Index (DCI) size limits in TRIMSPEC.pdf and TRIM Enterprise Studio Help file Fixed. The sentence "Maximum content database size (MB)" to "Maximum content database size (MB) per index chain" in TRIM Enterprise Studio -> Dataset-> Content Index -> Properties dialog box and in TRIMSpec.pdf.

42673

Web Server URL - After adding a URL in the System Options and then try to open a record in the Web Client by clicking on the Web URL metadata, an error message is displayed Fixed. Users can successfully open the a record in Web Client by clicking on the Web URL metadata as the extra slash "/" from the Web URL has been removed.

42667 Active Audit Events not logging document revision preview Fixed. Expected events are now being captured.

42640 Documentation - Duplicate entries for Oracle database role permissions topic Documented. TRIM Help has been updated.

42637

HP TRIM - E-mail messages with the .VMBX extensions are not displayed correctly when viewed using TRIM Viewer. The messages were either truncated or special characters were displayed Fixed. TRIM Viewer now displays the e-mail message contents correctly and there are no unwanted special characters displayed.

42526 HP TRIM Client - Records with Additional Field of type Date does not sort by date value but by the first numerical value Fixed. The records are now sorted based on the Date field value and not by the numerical value.

42509 SDK method GetWorkflowTemplate causes exception Fixed. SDK method GetWorkflowTemplate now operates correctly.

42414

Lotus Notes Integration - Cataloging a Lotus Notes e-mail results in multiple identical unknown locations being created Fixed. Cataloging a Lotus Notes e-mail creates an unknown location for each e-mail recipient that does not exist within HP TRIM.

42353 TRIM In Outlook - Toolbar reappears after removing from Outlook menu bar Fixed. Deselecting the HP TRIM toolbar in Outlook will remain deselected.

42308 HP TRIM Client - In the TRIM Viewer, after adding the Launch option (File - Launch) to the toolbar, once the TRIM Viewer is closed and then re-opened, the button will no longer be in the toolbar Fixed. Launch option is now retained by default after cutomizing the tool bar.

42285 Saved searches user permissions works differently from what is documented Fixed. The documentation for saved searches user permission has been corrected to reflect functionality.

42250

When creating a new redaction on a TIFF file, a message is displayed "The Author field cannot be left blank" When creating a new redaction with an author field requirement, TRIM will now display an error and a record dialog to give the user a chance to fix errors.

42210 Workgroup server - Specifying fully qualified name as workgroup name in TRIM Enterprise Studio does not work Fixed. Fully qualified name is also supported as Workgroup server name.

42204

Within the HP TRIM Viewer, e-mails cataloged from Outlook or Lotus Notes are displaying the 'Received Time' and 'Sent Time' in GMT Fixed. Within the HP TRIM Viewer, e-mails cataloged from Outlook or Lotus Notes displays the 'Received Time' and 'Sent Time' in Local Time.

42189

The Automatic check in process for documents being edited is unreliable and will not work in some circumstances. There are differences in auto check in functionality between Microsoft Office 2007 & 2010 which needs documenting Fixed. Auto check in functionality in Microsoft Office 2007 registry settings needs to be edited which is now documented.

42187 Refine Search - After setting a filter to "Save a Default" the next time when doing the same search if you check the filter settings , the filter settings are missing Fixed. The filter settings are retained and loaded if they are saved as default.

42147 Browsing via classification "display more records" not working correctly

Fixed. The correct list is now being generated when a user clicks on the more rows line.

41919 Critical section causing performance problems in Connect() Fixed. Critical section corrected and there is no performance problems in Connect()

41914

When entering data into the author field of a new record entry form, the new location form does not retain the original information that was entered in the record entry form. The user has to type it in again Fixed. Location name entered in the fields for data entry form when searching is now populated automatically.

41901

Searching by 'my position, 'my unit' or 'my organization' does not work in HP TRIM 7.1 Documented. Required search criteria have changed - the space in the search value was removed for technical reasons. Help file has been changed to provide the new search criteria of 'myposition', 'myunit' and 'myorganization'.

41898 TRIM in Outlook - Linked folders are unable to catalog multiple e-mails Fixed. TRIM in Outlook - Linked folders are now able to catalog multiple e-mails.

41865

HP TRIM in Outlook Add-In - TRIM record number no longer displayed when printing out an already cataloged e-mail from Outlook Fixed. The "HP TRIM in Record Number" is now displayed on an already cataloged e-mail when 'Print Preview' or 'Print' is selected.

41863

TRIM Client - E-mails cannot be dragged and dropped into TRIM directly from Outlook Fixed. Dragging and Dropping an e-mail into HP TRIM from Outlook 2007 and 2010 using Exchange 2010 will successfully be registered. Documented. Outlook 2003 is not supported in HP TRIM 7.1

41805 Saving a document from an Office integrated application causes the timestamp on the date created field not to be filled in when the date created field isn't visible on the record entry form Fixed. Timestamp is applied as expected.

41804 HP TRIM Client - Security classifications do not follow ranking numbers given when applying to a record Fixed. Security classifications are sorted based on their numerical ranking.

41790 SharePoint - LIR maintenance of additional fields in document libraries failing Fixed. Function now working correctly.

41661 Saved Search - Can no longer save a search with a location value of 'ME' Fixed. Saved Search - Search with a location value of 'ME' now works as expected.

41660 Multiple Field Search Form is missing record types tab in advanced search Fixed. Record types tab displays after clicking the advanced button.

41657

SharePoint 2010 - In a HP TRIM Search web part, the Title and Address hyperlinks for a Non-Document List Item that has been relocated/archived to TRIM (prior to the search being conducted) point at the address of the original location of the MLI that has since been removed from SharePoint Fixed. For non-Document TRIM records that are not currently exposed in SharePoint, when located in Search results, the Title is not hyperlinked and there is no 'Address' link underneath the Title.

41635 TRIM Viewer - When a document content search is undertaken and the document is then viewed with the TRIM viewer, the keyword is not always highlighted Fixed. The keyword is highlighted when viewing the document in the TRIM Viewer.

41624

HP TRIM in Outlook Add-In - Unable to catalog on send or attach records when copying to e-mail recipient Fixed. With the HP TRIM in Outlook Add-In enabled, the right click option from a document or file in Windows Explorer of 'Send to -> E-mail Recipient' will now display the "Catalog on Send" and "Attach records" as available in a new e-mail.

41605 Administrative Installation - Custom options no longer available Fixed. Custom options are now available from the installation screen.

41561 When printing reports, Print Setup Ignores tray selection Fixed. Ensuring PCL6 drivers are used, the printer function operates as expected.

41560 As a default, the active audit events were sorted with the latest events at the bottom of the list rather than being at the top of the list Fixed. The active audit events are now sorted with the latest events at the top of the list.

41559

When cataloging a document into HP TRIM, inactive users are unable to be selected as a record's author Fixed. When cataloging a document into HP TRIM inactive users are now able to be selected as a record's author.

41456 Record Type - Part separator option adds an extra bracket ')'

Fixed. No extra bracket is added at record creation.

41406

Record Requests - When placing a request on a record the "Requested By" field defaults to current assignee instead of current logon when the record is in a container Fixed. When placing a request on a record the default value for "Requested By" field is set to current logged on user.

41382

SharePoint - For event processing errors resulting from the HP TRIM Workgroup service account having insufficient permissions to a site collection within a web application to which the solution has been deployed; the error that was logged did not accurately inform the user of the problem Fixed. The error raised in this scenario now includes the text "Please ensure that the account used to run the TRIM Workgroup Service ([domain]\trimservices) is a valid user in SharePoint for all site collections where the HP TRIM SharePoint Integration solution is deployed".

41376

Copy Record - When copying a record that has a mandatory Retention Schedule field, an error can appear, 'The 'Retention Schedule' field cannot be left blank.' Fixed. When copying the record with the default Retention Schedule field, it copies the source schedule correctly.

41362

Workflow - After double clicking on an Activity reference (.tr5) file if a user selects "Show Records" from the menu, all four tabs are not available in the view pane while displaying the record Fixed. When a user selects "Show Records" from the menu of an Activity all four tabs (Properties, Notes, Preview, Previous) are available in the view pane.

41358

The Default Owner Location does not automatically change when Assignee is changed if the system option 'Default setting for Record Owner Location' is set to 'Default Organization of Assignee' Fixed. The Default Owner Location now automatically changes when the Assignee is changed on the Record Creation form.

41275 Title Word Search - Fails when word is greater than 50 characters and a wildcard is used Documented. Index words are limited to 50 characters. Words longer than 50 characters in either the Title or Notes will be truncated for the purposes of indexing.

41274 TRIM In Outlook 2003 - The .VMBX version of the e-mail is captured as header information only after being cataloged into IAP Store Documented. Outlook 2003 is not supported in HP TRIM 7.2

41209 Workflow - Tag and task multiple activities to reassign at once only updates the first tagged activity with no message to indicate other activities haven't been changed Fixed. Tag and task multiple activities to reassign updates all the tagged activities.

41182

SharePoint 2010 - In creating the "HP TRIM" federated location upon first activation of the "HP TRIM Search" feature, query template URL would always be at the root address of the web application. If there is no site collection at this root address, then the URL is invalid and hence search results cannot be returned Fixed. The federated location is now relative to the site collection upon which the Search feature was first activated, ensuring validity of the query template URL.

41136

SharePoint 2010 - If the HP TRIM Record Type specified for use in automatically creating a Site Parnet Container (SPC) has TRIM security applied to it, the SPC fails to be created and an error is returned Fixed. The TRIM Privileged Account is now used to create the Site Parent Container. If established in accordance with the product documentation, this account has sufficient security in HP TRIM to create records of record types that have security applied.

41100 TRIM in Outlook - E-mail Attachment Records option not preserving previous options Fixed. The check box options of 'Add Record Details to Message Body', 'Attach HP TRIM Record Reference' and 'Attach Electronic Document' history is retained.

41099

E-mails saved locally in .msg format do not open correctly when Outlook is open and the TRIM integration is enabled Fixed. E-mails saved locally in .msg format now open correctly when Outlook is open and the TRIM integration is enabled.

41098 Reports stop operating when edited Fixed. Editing older reports now functions correctly.

41097 Audit Events - Are not being recorded Fixed. Audit events are now being recorded.

41096 Record Preview tab displays an error when 'Document Viewed' Audit option is enabled Fixed. When the 'Document Viewed' Audit option is enabled, the Record Preview tab now correctly displays the document.

41095 Record Type - Classification free text titling causes problems with the entry form configuration Fixed. Classification free text titling works as expected when the check box options are selected/unselected

with the entry form configuration.

41093 TRIM In Outlook - Catalog on Send - Unique Record Identifier is being used for container field validation Documented. Outlook 2003 is not supported in HP TRIM 7.2

41089

Classifications are not displayed when browsing for them if the dataset has a large number of classifications Fixed. All top level classifications are displayed initially and the lower classifications are displayed on demand.

41088

Office Integration - Clicking the Save button on a read only Word document causes TRIM to produce an error Fixed. With the HP TRIM integration enabled for Microsoft Word, saving a read-only Word document will allow the user to save the document into HP TRIM.

40758 SharePoint Integration - Error when attempting to check out a finalized record Fixed. The List Item Finalized property is now checked when performing a check out operation in SharePoint.

40657

SharePoint integration - If a List/Library has an 'immediate management' Lifetime Management Policy (LMP) applied to it, the process of exposing a TRIM record into it results in a copy of that record also being created in TRIM The 'exposure' process has been revised to include provision of TRIM record details to the newly generated Item/Document in the first instance. Hence, during concurrent execution of the 'immediate management' LMP, the exposed List Item is instantly recognized as being related to an existing TRIM record, and so the attempt to 'manage' the item again is abandoned.

40635 Web Client - User has to adjust the column width in the data grid after every search Fixed. Column width in the data grid once adjusted for an Object type (ex:Record) is saved.

40603

The upgrade path for 7.2 Web Client was not included in the installation documentation to explain the upgrade process Fixed. New section 4 Upgrade HP TRIM Web Client has been included in the installation files TRIM7.2_Web-Client-Install-2003-IIS6.pdf and TRIM7.2_Web-Client-Install-2008-R2-IIS7.pdf.

40598 SharePoint 2010 - HP TRIM records could not be exposed from search results directly into folders within a List/Library Fixed. HP TRIM records can now be exposed directly into a folder within a List/Library.

40277

E-mails and their attachments do not display correctly after an upgrade to TRIM 7.02 Fixed. E-mails are no longer truncated when viewed in HP TRIM Viewer and the attachments will open without error. Note: If an e-mail has an unprintable character, then a box character [] will now be displayed.

39948

Hit highlighting of a phrase is not implemented when conducting a Document Content Search Fixed. Hit highlighting when conducting a Document Content Search for a phrase will highlight the searched phrase. The phrase search needs to have quotes at the start and end of the phrase with no spaces in between the phrase and the quotes.

39908

The Additional Fields are not switching to inactive after a record had its disposition changed to 'Destroyed' The Additional Fields are now correctly switching to inactive after a record has had its disposition changed to 'Destroyed'.

39482 SharePoint 2010 - If the default number of results to display per page for a HP TRIM Search web part was changed, the 'Next' link would on occasion disappear Fixed. The results per page calculation has been made dynamic to match the user setting.

39476

SharePoint 2010 - For Lists created from the "Custom List in Datasheet View" template were missing the HP TRIM menu options in the ribbon for both List actions and Item actions Fixed. The HP TRIM menu options are now present for lists created from this template; however Item level menu options are disabled, as is consistent with SharePoint behavior for operations in datasheet view.

39454 SharePoint 2010 - The HP TRIM menu options are not present for the Performance Point Content List and Dashboard Library in the Business Intelligence Center Fixed. The menu options are now made available in the respective List/Item ribbons for these list types.

38938

During activation of the HP SharePoint Integration Administration feature for a web application, if there was any problem in deploying the necessary assemblies to web front end servers, a '403' error was returned Fixed. Should the same issue be encountered now, a meaningful error is returned, instructing the user to stop the HP TRIM Workgroup servers and try the activation again.

622 TRIMPort - When exporting records, if the "Attached Thesaurus Terms" field or the 'Field (Additional Field)" field contained embedded tabs, then the tab-delimited file would not be formatted correctly and an import would fail to produce the required results

Fixed. Embedded tabs within HP TRIM fields are now handled correctly and an import of records with these as attachments now works correctly.

Document Release: October 2012 Software Release: October 2012