TRIM connector

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This documentation explains the assets that are available in the TRIM package. This package allows you to connect Matrix to a TRIM records management system, transferring records over a TRIM bridge.

The TRIM package consists of two major components:

TRIM connector

The TRIM connector asset can be configured to connect to a TRIM system, Creating a TRIM bridge allowing easy management of the TRIM records. This TRIM bridge allows the use of the TRIM saved search asset and other TRIM functionalities. Multiple TRIM connectors can be created to link to more than one TRIM system or to create different access privileges for different users.

TRIM saved search

The TRIM saved search asset creates a saved set of TRIM search criteria in Matrix, creating a set of results that are stored and updated on the system. These results can be used with other Matrix assets to provide additional TRIM functionalities.

Matrix’s TRIM package currently supports TRIM versions 6.1, 6.2, 7.1, 7.2 and 7.3.

Your TRIM system must be enabled with the TRIM connectivity toolkit SOAP/WSDL interface to use the Matrix TRIM connector.

Your TRIM system must be configured to support Basic or NTLM authentication.

Before creating the connection, ensure that your TRIM system has been correctly installed and configured per the manufacturer’s instructions.

It is important to confirm that:

  • Within your TRIM system, the version of your web service and that of your TRIM software is the same.

  • The appropriate user access permissions have been granted on the TRIM system.

  • The TRIM system has the proper IIS filesystem permissions.

  • The XML output from the TRIM web service has been tested and validated. Incorrectly configured TRIM systems will not interact with Matrix correctly.

Refer to the manufacturer’s instructions for further details on the configuration and maintenance of your TRIM system.

Once created, you can configure the settings of your TRIM connector asset on its associated asset screens. These screens are often similar to a standard page. They are described in the Asset screens documentation. This documentation will describe the Details screen, which is different for a TRIM connector.

Details screen

The Details screen of the TRIM connector allows you to configure the connection settings.

Read the Asset screens documentation for more information about the Status, Future status and Thumbnail sections.

Details

This section allows you to configure the connection to the TRIM system, creating the TRIM bridge.

The fields available in this section are as follows:

Name

By default, the name entered when the TRIM connector was first created will appear in this field. To change this name, enter a new name into this field.

Connection status

The connection status of the TRIM connector will be displayed in this field, Determined by the information entered in the WSDL, Username, and Password fields. If the TRIM connector is correctly configured, this field will display the message connected, as shown in the figure. When the TRIM connector is first created or if it has not been configured correctly, this field will display the message not connected.

Connected status for the TRIM connector
WSDL

Enter the URL to the WSDL of the TRIM system. This field is mandatory when creating a TRIM bridge.

Your TRIM system must be enabled with the TRIM connectivity toolkit SOAP/WSDL interface to obtain the WSDL URL. Once this is done, the URL of the WSDL can obtained by affixing ?WSDL to the URL of the system’s trim.asmx file, for example:
http://[localhost]/TRIMct2/TRIM.asmx?WSDL.
Username

Enter the username used to connect to the TRIM system.

Password

Enter the password used to connect to the TRIM system. This password must be Entered twice for validation purposes.

Authentication method

Select the authentication method to use to connect to the TRIM system. The options available are:

HTTP basic

Uses basic HTTP authentication.

NTLM

Uses NTLM authentication.

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