TRIM Captura to TRIM Context Upgrade Notes - TRIM User Network

TRIM Captura to TRIM Context Upgrade Notes - TRIM Context 6.1 Page 28
• Retention Schedules - Date Conversion Issues - The TRIM Captura to
TRIM Context conversion process is unable to convert Retention Schedules that
use “Date 1” Triggers.
The conversion process will list the Retention Schedules that have not been
converted. The Administrator will then have to review each Retention Schedule
and assign an appropriate User defined Date to the Schedule which is
appropriate to the Record Type(s) which utilize those Retention Triggers.
• Dates without Times - Conversions of dates without times will result in dates
based on a value of Midday rather than Midnight. This means that for a
conversion carried out in Australian Eastern Standard Time Zone, that "date
created" fields will have a value that ends in "0200000" instead of "1400000",
and the date part will be same day rather than day before.
North American Time Zones - Assuming a zone of GMT minus 5 hours, the
dates will have a value of "1700000" and same day instead of the "0200000".
• Personal Settings - All user personal settings are not upgraded to TRIM
Context (for example, Toolbar, Tray and Interface settings).
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Work Tray Contents - The process of upgrading from TRIM Captura to
TRIM Context does not convert the users Work Tray.
Each user will need to note down the record numbers (or other metadata
details they use to retrieve these records in searches) and then search for
them again after the upgrade is complete and then add them to their
TRIM Context Work Tray.
• Saved Searches - Saved Searches will be lost in the TRIM Captura upgrade
process and will need to be manually recreated. Please note down the Search
Criteria details of your search in TRIM Captura so they can be recreated once
the conversion process has completed.
• Document Stores - TRIM Captura databases that use the ‘Main Document
Store’, when converted will point to the directory specified in the Path for
Default Electronic Store field. If this is not the same directory, the
documents held in the store will need to be copied or moved to the new store
OR the store path changed to the new directory. You may move the
documents manually or you may use the Electronic Document Stores - Transfer
Documents function in TRIM Context.
Alternatively you may use the “%db%” path statement for the global path.
• Series Orphans - A Series Orphan is a record that has been created from a
Record Type that belongs to a Series, but where the Series object has NOT
been specified for that record. Series Orphans are not allowed, but in previous
versions of TRIM they could be created if care was not taken.
Upgrading a database or performing an import that has Series Orphans records
will create them in TRIM Context.
You may search for any Series Orphan files that may have inadvertently been
created by using the Navigate – Series Contents Search Method and leaving
the field blank. You can then perform a common task against the records (for
example: move them to the same Location or even attach them to the Series
Record to make them no longer "orphans").