Micro Focus ECM is the former Hewlett Packard Enterprise Records Management, also known as Trim 9.
You need a Micro Focus ECM Integration Licence from Conquest Software for your IT Administrator to apply to your Conquest Databases from the Management Console - Databases Section.
Integration in Conquest 3 provides the following functions:
•The association of an Asset to one or more containers (folders) in Micro Focus ECM. This association propagates down the Asset Hierarchy, so that child assets are associated to the same container
•Registration of documents in Micro Focus ECM during the process of linking the document in Conquest
•The ability to search for a document in Micro Focus ECM to link to an Asset, Action, Defect, Asset Type, Standard Action in Conquest
•Work orders snapshots can be registered in Micro Focus ECM
NOTE: For Integration with Conquest III see the “How To” section of the Conquest III User Guide:
•How To Configure Conquest HPERM Integration
•How To Link an Asset to a Trim Container
•How To Link Trim documents to Conquest
Trim Configuration
The following steps describes how to set up the integration between Conquest and Trim::
Step 1: Set a system user text field as the field in which the Trim Container(s) for an asset is stored. System user text fields are configured in Configuration>>Options>>Asset User Field Labels
Step 2: Complete the form that is opened by selecting Tools>Administration>Integration Components>Trim Interface. Please note that you must have the licence from Conquest Software to access this menu
•Select the System User Field from the drop down list
•Enter the Trim Location in the default Trim instance to which the Asset will link. NOTE: that it is this value
that is used as the author of all documents registered in Trim from Conquest.
To see the locations in Trim, click on the Search button in the file menu as shown below:
Linking an Asset to a Micro Focus ECM Container
•Open the Asset form and enter the Trim record number(s) for the asset. There may be more than one.
Clicking the Trim button in the toolbar opens the relevant containers as shown below:
Linking Micro Focus ECM documents to Conquest
When you click the Browse button on the document tab in Conquest, you can either:
•Select a document already in Trim
•Choose a document from the file system and register it in Trim.
•Resulting in:
