HP Trim

This post presents a method to perform simple / small migrations of records from HP Content Manager (also known, by virtue of acquisitions, as Tower software, Trim Context, HP Records Manager ) into SharePoint (any version – 2010,2013,2016,2019, Online, Office 365).

It is not suitable for large / complex migrations but is useful in certain scenarios.

The basis of the migration is approach is;

  • Records in Trim – As Is
  • Export the records using Trim Port
  • Manipulate the record data using Microsoft Excel
  • Import the folders using Import for SharePoint
  • Import the records using Import for SharePoint
  • Records in SharePoint, as we want them To Be
  • Improve as required

 

Records in Trim – As Is

The records will be in Trim.  Some may be “contained” inside folders.

Export the data using Trim Port

Trim includes a data transfer capability called Trim Port.  This can be used to export records / electronic records and associated meta data from Trim.

Manipulate the record data using Microsoft Excel

The exported data can be loaded to Excel.

Here we can add columns / manipulate as required

Specifically we can add columns for;

  • The full file path to the electronic records.
  • The destination filename
  • The destination folder.

Import the folders using Import for SharePoint

We can run an import to create the folders.

Import the records using Import for SharePoint

We can import the records themselves.

Records in SharePoint, as we want them To Be

The records will now be in SharePoint.  Those records that were contained in folders will be so in SharePoint.

Improve As Required

You’ll want to improve and address;

  • Transfer of all necessary meta data and renditions
  • Records type to content type conversion.
  • Retention / disposition
  • Security, specifically permissions

If you needs are complex you likely require a migration solution specifically designed for this type of migration.

Try;

http://www.ensentia.co.uk/migrate-trim-context-sharepoint/

 

 

 

 

 

 

Create Wiki Page

Destination Item

If you want to;

  • Migrate wiki pages to SharePoint with meta data
  • Import wiki pages to SharePoint with meta data
  • Bulk create wiki pages in SharePoint with meta data
  • Migrate web pages to SharePoint
  • Import web pages to SharePoint
  • Bulk create web pages in SharePoint

You can specify a destination item type of PublishingPage.

Configuration

The destination item type is set to WikiPage;

The content type that determines the type of WikiPage is sourced from the contenttype column in the data source;

The content for the page comes from a column in the source called wikifield;

Source

The source could be;

Create Publishing Page

Destination Item

If you want to;

  • Migrate publishing pages to SharePoint with meta data
  • Import publishing pages to SharePoint with meta data
  • Bulk create publishing pages in SharePoint with meta data
  • Migrate web pages to SharePoint
  • Import web pages to SharePoint
  • Bulk create web pages in SharePoint

You can specify a destination item type of PublishingPage.

Configuration

The destination item type is set to PublishingPage;

The content type that determines the type of PublishingPage is sourced from the contenttype column in the data source;

The page layout to use can be specified;

Source

The source could be;

Create Folders

Destination Item

If you want to;

  • Migrate folders to SharePoint with meta data
  • Import folders to SharePoint with meta data
  • Bulk folders sets in SharePoint with meta data

You can specify a destination item type of folder.

Configuration

The destination item type is set to folder;

The content type that determines the type of Folder is sourced from the contenttype column in the data source.

Source

The source could be;

Create Document Sets

Destination Item

If you want to;

  • Migrate document sets to SharePoint with meta data
  • Import document sets to SharePoint with meta data
  • Bulk create document sets in SharePoint with meta data

You can specify a destination item type of folder (document sets are folders).

Configuration

The destination item type is set to folder;

The content type that determines the type of document set is sources from the contenttype column in the data source.

Source

The source could be;