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Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform eBRIDGE Open Platform Connector for Connector for HP TRIM Software HP TRIM Software

Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

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Page 1: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Sales TrainingVersion_1_28_08_2012

eBRIDGE Open PlatformeBRIDGE Open PlatformConnector for Connector for

HP TRIM Software HP TRIM Software

Page 2: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Introduction

• 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.

•Sales Presentation

•HP TRIM Software Introduction

•TRIM Connector Introduction

•Demonstration

Page 3: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

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

Page 4: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Page 5: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Page 6: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Page 7: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

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.

Page 8: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

HP TRIM – Common Architecture

HP TRIM Context – Desktop

Client

HP TRIM architecture consists of the three main components

HP TRIM

Database

e.g. SQLHP TRIM – Workgroup

Server

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

Page 9: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

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.

Page 10: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Page 11: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Introduction – Features

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.

The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of Connectors

Page 12: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Introduction – Features

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

The e-BRIDGE Open Platform Connector for TRIM adds to our existing suite of Connectors

Page 13: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

What is an Open Platform Connector

Open Platform

ConnectorEnterprise 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

A Toshiba Open Platform Connector provides direct CONNECTIVTY between a Toshiba MFP and Enterprise

Servers.

Middleware

Page 14: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

TRIM Connector - Architecture

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

TRIM Context

Desktop Client Workgroup Server

TRIM Workgroup Server

with TRIM Context

Installed

The TRIM Connector can be installed on TRIM Client PC or TRIM Workgroup Server.

Page 15: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

System Requirements - OSSupported OS X32 X64

Windows Server 2003 – SP 2 Yes NoWindows Server 2008 – SP2 Yes YesWindows Server 2008 R2 – SP1

No Yes

Windows XP – SP3 Yes NoWindows Vista – SP2 Yes NoWindows 7 – SP1 Yes Yes

Number of MFP’s Supported with GS1020

MFD

Windows Server 2003 – SP2 10Windows Server 2008 – SP2 10Windows XP – SP3 5Windows Vista – SP2 5Windows 7 – SP1 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.

Page 16: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

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 GBwith 5 GB of available disk

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

Page 17: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Page 18: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

• Auto Fill Login SSO for Open Platform

• Elatec

• Magtek

Page 19: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

• We can assist with online

demonstrations, as we have the

infrastructure

TRIM Context

Desktop Client Workgroup Server

Page 20: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au

Page 21: Company LOGO eid.toshiba.com.au Sales Training Version_1_28_08_2012 eBRIDGE Open Platform Connector for HP TRIM Software eBRIDGE Open Platform Connector

Company LOGO

eid.toshiba.com.au