- Maximise user adoption and take-up
- Minimise culture change by continuing network drive use while saving documents to HP TRIM
- Help users transition by migrating their documents to HP TRIM
- Collaborate by providing multiple shortcuts to the single authoritative document in HP TRIM
- Offline access solution with smart synchronisation back to HP TRIM.
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- Overview
- Functionality
- Technical
- Case studies
- Resources
Diem Explorer brochure
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Need more information? We can provide business cases and white papers to assist you.
Overview
User acceptance and take-up are key performance measures for HP TRIM implementations. Getting users to transition to HP TRIM is a challenge, and tools and interfaces that help users transition to HP TRIM, and provide familiarity in access, are vital.
With Diem Explorer, you can continue to use your existing Microsoft Windows directories structures rather than being confined by a TRIM structure imposed upon you. This capability has the effect of minimising the cultural change commonly associated with document and records management implementations.
It also provides you with the ability to transition from network directory usage to HP TRIM usage, particularly when documents can be easily sent to TRIM from directories and be accessed via a variety of interfaces. Diem Explorer also facilitates the ability to circulate TRIM documents both within and outside the organisation. It will remember where a document has originated from and who the author is. Multiple shortcuts to the same document allow ease of collaboration without the need to create duplicates or rely on email. You can distribute a shortcut to an authoritative source document in TRIM.
Functionality
Users can navigate to their documents in Windows Explorer directories, right mouse click on them and store them in TRIM. Shortcuts are then left in the directory and then users can simply click on the shortcuts to open and edit the documents. Most documents are then automatically stored back to TRIM when they are closed. This allows users to maintain their personal organisation structures while also meeting corporate requirements. Diem Explorer also allows users to easily undertake common HP TRIM functions such as relating documents, as well as importing documents to HP TRIM in bulk.
Diem Explorer also provides a toolbar in Microsoft Office to store and retrieve documents from HP TRIM, and insert the record number or HP TRIM contact details into a document.
Technical
Diem Explorer is a client-side rollout using an MSI. It operates on Windows XP and above, including Windows Vista, and supports up to Microsoft Office 2007.
Case studies
Australian Sports Commission have used Diem Explorer since 2004. They were instrumental in the solution design to allow users to capture and access their information in familiar paradigms through network drives.
Functionality
Diem Explorer brochure
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Need more information? We can provide business cases and white papers to assist you.
- Minimise culture change
As an interface to your HP TRIM corporate store from Microsoft Windows Explorer, Diem Explorer is a change management tool that allows users to transition from using Microsoft Windows directories to using TRIM. Diem Explorer allows users to continue to use their existing Microsoft Windows directories structures rather than being confined by a TRIM structure imposed upon them. This capability has the effect of minimising the cultural change commonly associated with document and records management implementations. - Help users transition
Diem Explorer stores multiple documents to TRIM, and provides users with shortcuts to these documents from the user’s Windows Explorer directories. When double clicked, the shortcut opens the document directly from TRIM, and most documents are automatically stored back to TRIM when closed. Shortcuts can be copied, moved, or emailed, and they will still open the same document from TRIM, subject to TRIM’s business rules. - Personal organisation
Diem Explorer allows operators to structure information in a way that makes sense to them without impacting on the structure imposed by the business. - Portability
Diem Explorer facilitates the ability to circulate TRIM documents both within and outside the organisation. It will remember where a document has originated from and who the author is. - Collaboration
Diem Explorer enables groups such as project personnel to easily work on the same TRIM document without the need to create duplicates or rely on email. A user can distribute a shortcut to an authoritative source document in TRIM. - Microsoft Office integration
Diem Explorer provides a toolbar in Microsoft Office to store or retrieve documents directly from TRIM, as well as insert the record number or TRIM contact details into a document - Compound document support
Diem Explorer provides additional value to the HP TRIM compound document support. It includes an additional check-out function of being able to re-create the required Microsoft directories where linked documents are expected, and placing the linked document into this directory during the check-out process (this assumes that the program has the rights to create these directories).
Windows Explorer functionality
Diem Explorer functionality is delivered via the right mouse button (or shift F10) in Windows Explorer. Users can continue to use their Microsoft Windows directories while migrating their documents to TRIM. Diem Explorer provides users with the ability to undertake the following from Windows Explorer:
- store single or multiple documents or folders to TRIM, leaving shortcuts in network directories;
- double-click shortcuts to check-out documents and open them for editing. Microsoft Office documents are automatically checked-in once the document is closed.
- copy or move the shortcuts to any directory for access to authoritative TRIM document
- search and retrieve documents or containers/files from TRIM to a network directory;
- view documents without actually retrieving them;
- create or link directories to TRIM containers (if permissions allow);
- view record properties;
- relate documents;
- retrieve contact details;
- enable document collaboration;
- optimise document portability by moving the document anywhere, then sychdonising it back to TRIM; and
- undertake bulk importing.
Microsoft Office toolbar
Diem Explorer also provides a toolbar in Microsoft Office to undertake the following tasks:
- Store documents directly to TRIM, including leaving a shortcut in a directory (optional)
- Retrieve documents from TRIM
- Insert the record number into a document
- Insert TRIM contact details into a document.
Technical
Diem Explorer brochure
(Opens in new window)
Need more information? We can provide business cases and white papers to assist you.
Diem Explorer is a client-side rollout using an MSI. It operates on Windows XP, Windows 2003 and Windows Vista. It supports Office 2003, and 2007. Diem Explorer has the following system requirements:
- HP TRIM 6.0 and above installed on the client machine
- Windows XP, or Windows 2003, or Windows Vista based clients and above,
- Office 2003 and or Office 2007
- MS. Net Framework 2.0
- Administrator rights for Installation.
Diem explorer is as easy to install as double clicking any executable. The installer is configured for default installation paths and provides an input box for the TRIM dataset id, to connect to it. Ideally, installation takes less than a minute.
Integration
When using Diem Explorer with Diem Portal users can automatically check in documents that are checked out using the Portal.
Case studies
Diem Explorer brochure
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Need more information? We can provide business cases and white papers to assist you.
Examples of Diem Explorer implementations include:
- Australian Sports Commission
Used Diem Explorer since 2004. Users have access to HP TRIM via Diem Explorer as well as the TRIM Desktop client. Users are trained in both interfaces but use Diem Explorer as a key transition tool to assist users to move to TRIM usage. As a result the entire organisation, including coaches and athletes, can use TRIM in a familiar paradigm.
- Grains Research Development Corporation
Uses Diem Explorer as an alternative interface to HP TRIM to allow users to transition from directory usage to Diem Portal usage. Additionally, Diem Explorer is used behind the Diem Portal to automatically check-in Microsoft Office documents once they are closed.
- Australian War Memorial
Uses Diem Explorer as a simple method to register documents collected from other agencies into TRIM from defined directories. The documents are then accessed via shortcuts in these directories.
Resources
Diem Explorer brochure
(Opens in new window)
Need more information? We can provide business cases and white papers to assist you.
Resources such as business case information and white papers will be made available on this site. Currently there are three iCognition White Papers available:
- EDRMS Business Cases (short form and long form versions): This white paper conducts a comprehensive cost-benefit analysis of three implementation options for Electronic Document and Records Management Systems (EDRMS): Records Management, Business-specific, and Enterprise Information Implementations. There is a short form version for managers and executives, and a long form version for those who need detail. The paper outlines the business case for each option and determines in what circumstances each option would be considered. The EDRMS business cases are compared to a ‘Do Nothing’ option. In the example used in this analysis, of an organisation of 500 staff and using the assumptions detailed in this paper, a pure cost-benefit analysis approach shows the Enterprise Information implementation is ahead by an order of magnitude over the next best option. The Enterprise Information option further consolidates its lead when taking into account the non-quantifiable benefits. This must be tempered by the change management effort of transitioning the organisation to predominately EDRMS usage and limited access to other repositories, which can be significant. The results can also be influenced by key business drivers that can heavily influence the non-quantifiable benefits and justify other implementation options.
- HP TRIM Interface Options: High user adoption rates are a key measure of success for the implementation of TRIM Context as an Electronic Document and Records Management System (EDRMS). While the solution itself is not solely responsible for the achievement of take-up or adoption, the solution architecture must facilitate user adoption through ease of capture, search, retrieval and management of information. The solution architecture must therefore provide easy to use interfaces that are familiar to current technology paradigms, so that there is little change to the way people already work. This paper investigates the various interface options for TRIM Context and provides analysis on their applicability to enterprise-wide use depending on the environment outcomes desired, and makes comment on each interface’s benefits and disadvantages.
- Collaborative Workspaces for HP TRIM: An Analysis of Two Options: This White Paper provides an analysis of two options for collaborative workspaces for Hewlett-Packard’s HP TRIM Electronic Document and Records Management System (EDRMS). Generally, organisations have a number of technology options to choose from to develop a collaborative information management workspace. This White Paper provides an analysis of two options for collaborative workspaces using HP-TRIM EDRMS as the core capability. The options that are the most popular for HP TRIM are Microsoft SharePoint and iCognition Diem Portal. An alternative option of integrating the two will also be discussed. It should be noted that this is a comparison of two different approaches: although Microsoft SharePoint can be installed ‘out-of-the-box’, to achieve good outcomes it requires design and development; where as Diem Portal is a Commercial-Off-The-Shelf (COTS) product implementation that only requires installation, skinning and configuration. iCognition implements both Diem Portal and the HP TRIM integration to SharePoint, and we recommend either solution based upon an analysis of business needs and overall requirements.
