SharePoint Integration Features - Overview

The HP TRIM SharePoint Integration is deployed as a solution on web applications where you wish to manage your content. One of the things you will need to consider is which elements of integration functionality you will want to use, and where. Various functions are activated through the use of Site Collection and Site Features, giving you granular control over which functions of the integration you wish to expose on appropriate areas of site structure and hierarchy.

Some features have no immediate visible impact, and enable background functionality, whilst the majority will add additional elements to administration areas, sites, lists and menus. Some features have dependencies on other features, and some are independent.

I’ll start off by listing the features, with a quick description, and then I'll cover feature dependencies.

Let’s first take a look at the site collection features that are installed as part of solution deployment. You can get to these on a site collection by going to – Site Settings -> Site Collection Administration -> Site collection features 

All of the integration features are prefixed with HP, and have an HP icon against them, nice and easy to spot!

You’ll notice that none of the features are activated by default; this was a conscious decision as it’s difficult to make assumptions about which features would be required by all customers. I’d be interested to hear feedback on this decision. Of course it will be possible to decide which of these features are activated automatically using a provisioning approach, I may cover this is a future post.

Here’s the feature list as seen in the screenshot, I’ve used the text below each feature title, but have tweaked these to give a bit more detail:





Site Collection Feature Description
HP TRIM Asynchronous Processing When activated, this feature allows many of the longer running HP TRIM transactions to be performed asynchronously.
HP TRIM Columns Creates a group of site columns representing a number of metadata fields in HP TRIM. Updates the site column mapping to map each column to the correct field in HP TRIM.
HP TRIM Lifetime Management Create and use policies to determine when SharePoint content is managed and/or archived to HP TRIM. Allows creation and application of policies and rules based on SharePoint workflow.
HP TRIM Records Management Manage SharePoint content using HP TRIM. One of the core features, either this or the Site Management feature must be activated in order for the integration to work
HP TRIM Records Management Menus These menu items allow manual instigation of the HP TRIM records management processes at list and item level.
HP TRIM Search Search for records that are located in HP TRIM.
HP TRIM Site Management Manage SharePoint sites using HP TRIM. One of the core features, either this or the Records Management feature must be activated in order for the integration to work.
HP TRIM Site Management Menus These menu items allow manual instigation of the HP TRIM records management processes at site level.

 

Now for the site features that are installed as part of solution deployment. You can get to these on a site by going to – Site Settings -> Site Actions -> Manage site features.

At site level you’ll only see these three features:

Here’s the site-level feature list as seen in the screenshot, as before I’ve used the text below each feature title, but have tweaked these to give a bit more detail:





Site Feature Description
HP TRIM Content Organizer Rules Extends the SharePoint Content Organizer feature to allow specifying rules that result in content becoming managed by HP TRIM.
HP TRIM Records Management Menus These menu items allow manual instigation of the HP TRIM records management processes at list and item level.

Note by having these available at site level, it is possible to only have manual menus available on specific sites.

HP TRIM Site Management Menus These menu items allow manual instigation of the HP TRIM records management processes at site level.

Note by having these available at site level, it is possible to only have manual menus available on specific sites.

Feature Dependencies

As mentioned, some of these features do have dependencies; this diagram should help you understand the dependencies more clearly:

As you can see, some of the features rely on either HP TRIM Records Management or HP TRIM Site Management to be active. In these cases we cannot assume which feature an organization may want to use, so we cannot automatically activate features. In these cases, if neither of the required features is active, an error will be displayed.

For example, attempting to activate HP TRIM Lifetime Management when either HP TRIM Records Management or HP TRIM Site Management are NOT active will result in the following error:

 

I had planned to go into depth on each feature in this post, but in the spirit of trying to keep this active, and bite-sized I've decided to split out feature details into a separate post. Watch for a follow-up very soon.