TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network

TRIM Captura to TRIM Context Upgrade Notes - TRIM Context 6.1 Page 10
Client Configuration
This section covers the software installation on the TRIM Client computers from a
technical point of view.
Architecture
TRIM Context’s multi-tier architecture means that all data services to the Client are
provided by the TRIM Server tier:
• TRIM Synchronization Server
• TRIM Workgroup Server(s)
• TRIM Event Server(s).
For the Client installation this means that no database client, access to the Electronic
Document Store or access to the Document Content Indexes needs to be configured.
The only access needed is to the TRIM Server tier.
TRIM Context does not use a “TRIM Startup Directory” and stores the Offline Records
structure in the user profile and most of its settings in the registry.
Access rights to this part of the registry need to be granted and the impact on the
local copying of roaming profiles needs to be considered.
The new architecture brings with it new minimum specifications for client computers,
which need to be considered before an upgrade.
The new architecture allows documents to be cached on the local computer, for
which disk space needs to be considered.
Desktop Integration
Desktop Integration (ODMA, Macro (for non-ODMA applications) and E-mail) has
been updated.
The e-mail integration in TRIM Context has been reworked and requires later
versions of the e-mail clients than TRIM Captura supported.
The upgrade to TRIM Context may be affected by the timing of the upgrade to the
supported versions of desktop applications and e-mail clients.
TopDrawer to Offline Records Upgrade
TOWER Software was mindful that enforcing a mandatory “All items must be checked
in from TopDrawer” policy was unworkable in many circumstances, so instead, where
users have a TRIM Captura TopDrawer with checked-out and draft items, a
conversion utility is provided for migrating this environment to the TRIM Context
Offline Records format.
As with all data conversion processes, testing is considered a mandatory
requirement. Given the potential number of TopDrawer clients that may need such