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Micro Focus Content Manager
Micro Focus Content Manager
Micro Focus Content Manager
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from Wikipedia
DeveloperOpenText
Stable release
24.3
TypeDocument and Records Management tool
LicenseProprietary
Websitesoftware.microfocus.com/en-us/products/enterprise-content-management/overview

OpenText Content Manager (formerly Micro Focus Content Manager, HP Content Manager, HP Records Manager, HP TRIM) is a proprietary electronic document and records management system (EDRMS).

History

[edit]

The software was owned by HP Software Division and based on technology from Hewlett-Packard's 2008 acquisition of TOWER Software.[1]

In August 2013, HP announced that HP TRIM would be integrated into a unified platform called HP Records Manager 8.0.

In June 2016, HP Records Manager 8.0 was released as HP Content Manager 9.[2] HP Content Manager is built on the code base of HP TRIM and includes capabilities from the Autonomy Records Manager and Autonomy Meridio.[3] HP acquired Autonomy Corporation in 2011.[4]

Hewlett Packard Enterprise sold its software division to Micro Focus of the UK in September 2016.[5][6] Content Manager is now a part of Micro Focus since the transaction was closed in September 2017.[6]

In January 2023, OpenText acquired Micro Focus.[7]

Functionality

[edit]

Features include:

  • Enterprise Records Management to manage physical and electronic content, including Microsoft Outlook and SharePoint
  • Information Governance with real-time policy enforcement, compliance, supervision, and surveillance capabilities
  • Compliance by using a single governance platform to apply retention and disposition rules automatically across all records
  • eDiscovery Preparedness
  • In Place Management of content; Security and Audit capabilities
  • Certifications designed to the international standards of records management, ISO 15489: 2001, and elements of ISO16175
  • Flexible Deployment options, including on-premises, cloud, hybrid or appliance deployments.[8]

Content Manager is accessible from mobile platforms, including iOS, Android and Windows smartphones.[9]

HP TRIM Product Family

[edit]

HP Records Manager is based on the code base of HP TRIM.

HP TRIM Base Package

[edit]

In February 2010, HP released TRIM Version 7.[10] HP described this release as adding the ability to "provide transparent, policy based records management and archiving for Microsoft SharePoint environments on a single platform".[11] (This was replaced by Enterprise Software.[12]) This was in addition to the product's capabilities of managing electronic records and physical records in one system and in the same way regardless of their type, format or source.

HP TRIM was licensed as a base system with additional optional modules. The base package functionality was delivered through either a rich client, web client or with the HP TRIM for SharePoint module. Users could access HP TRIM functionality via Microsoft SharePoint. The HP TRIM for SharePoint modules included one for archiving and one for records management.

HP TRIM base package modules included the HP TRIM Web Client, a browser interface that complies with US 508 Accessibility Guidelines and is verified to US DoD 5015.2 V3 baseline, certified, Privacy and FOI records, meaning the software meets mandatory functional requirements for use in the United States federal government.[13]

Since 7.2 The Document Content Index was implemented using Autonomy IDOL engine for text indexing.

Other base modules included:

  • Content Indexing
  • WebDrawer for read-only access from the Internet
  • Document Caching
  • Transmittal/Communications for compiling a mail registry
  • Annotate/Redaction allows TIFF images to be annotated with an ability to redact or blank out sensitive information.

The Guest Gateway module allowed for a "Guest User" account with security and access restrictions and logs of all guest-user actions. Kofax Xtension permitted images to be captured into HP TRIM directly from the Kofax Ascent Capture high-end scanning software.[14] The LabelLink Xtension integrates with ColorBar Gold for printing of special color-coded file labels[15] The Directory Synchronization model mapped HP TRIM users from any LDAP directory (such as Novell eDirectory).

Optional modules

[edit]

In addition to the base TRIM package, HP offered a number of optional modules. They included:

  • The HP TRIM Rendering module provided a fully automated process for storing both an original document and its renditions to a record
  • The HP TRIM Web Content Management module managed website content and structure using a web browser
  • The HP TRIM Space Management module defined a storage hierarchy model to organize content
  • The HP TRIM for SharePoint Records Management module provided lifecycle records management of all SharePoint content including Web 2.0
  • The HP TRIM for SharePoint Archive module let administrators set lifetime management policies for SharePoint and automatically archive entire sites with the ability to restore content when required.
  • An SAP ArchiveLink integration module for SAP AG records management let both SAP and non-SAP users review information
  • The HP TRIM VERS Rendition module allowed electronic records to be stored in Victorian Electronic Records Strategy (VERS) (Australian State of Victoria) format. (VERS, a special digital records format, records and preserves content regardless of the system that created it, such that content can be read and understood in the future. HP TRIM software is compliant with all specifications of the VERS standard.[16])

Standards compliance

[edit]

HP TRIM complies with:

  • the international standard for records management, ISO 15489
  • the US Department of Defense Security Standard DoD 5015.2 Chapters 2 (mandatory requirements), 3 (classified records), 4 (Privacy and Freedom of Information Acts)
  • Major US and international standards.[17][18]
  • the International Organization for Standardization ISO_standards 15489-1:2001 Records Management—Part 1: General
  • ISO/TR 15489-2:2001 Records Management—Part 2: Guidelines
  • AS 4390-1996 Records Management
  • ISO 2788:1986 Guidelines for the establishment and development of monolingual thesauri
  • The National Archives (TNA) of the United Kingdom TNA 2002
  • Victorian Electronic Records Strategy (VERS) Australia

References

[edit]
[edit]
Revisions and contributorsEdit on WikipediaRead on Wikipedia

Micro Focus Content Manager

View on Grokipedia
from Grokipedia
Micro Focus Content Manager is a governance-based (ECM) system designed to help organizations, particularly government agencies, regulated industries, and global enterprises, manage the full lifecycle of electronic documents and records from creation to secure disposal while ensuring compliance with regulatory and data privacy requirements. Originally developed in 1985 as TRIM by Tower Software, the software was acquired by in 2008, by in 2017, and by in 2023, evolving over more than 40 years into a comprehensive, out-of-the-box solution for and , serving thousands of customers worldwide and supporting approximately 1.8 million end users as of 2023. As of 2025, the latest versions include enhancements in deployment and integration capabilities. In January 2023, was acquired by Corporation for approximately $5.8 billion, integrating Content Manager into 's portfolio as OpenText Content Manager and enhancing its focus on cloud-based and subscription models. Key features include robust content classification using custom metadata criteria, automated workflows for compliance, secure retention and disposal policies, and integration with tools like , , and Office 365. The system offers flexible deployment options, such as on-premises perpetual licenses, annual subscriptions under Content Manager Select, or cloud-hosted SaaS variants (Gold, Platinum, Titanium), along with optional modules for auto-classification, (OCR), and advanced rendering. A modern web client provides advanced search capabilities and mobile access, enabling efficient content governance across diverse environments. Notable adoptions highlight its impact, including AstraZeneca's use to save $44 million through streamlined archiving and , as well as implementations by organizations like NAMIC Insurance and the Retirement Benefits Fund for . The software's emphasis on and security has made it a cornerstone for in high-stakes sectors.

History and Development

Origins as TRIM

TOWER Software, founded in , , in 1986 by Brand Hoff, developed the TRIM (Total Records and Information Management) system starting in 1985 as a records management solution initially designed to handle paper-based records for users, with a focus on ensuring accountability and . The software evolved through the to address management needs, marking a shift toward comprehensive electronic for and enterprise environments. A key milestone came with the 1998 release of TRIM Captura, which introduced capabilities for capturing and managing electronic documents and images, expanding TRIM's scope beyond traditional paper records. This was followed by the launch of in 2002, which emphasized advanced records , retention scheduling, and compliance features aligned with emerging standards. By the mid-2000s, TRIM integrated and functionalities, enabling automated processes for document handling and business operations within organizations. TRIM's development was closely tied to Australian records management standards, with TOWER Software contributing to the creation of AS 4390 in 1996 through participation in working groups, ensuring the system's compatibility with national requirements for recordkeeping. The software also supported the international ISO 15489 standard, reinforcing its role in compliance-driven environments. Early major adoptions occurred in the early 2000s among Australian government agencies, including the , which implemented TRIM Captura as its primary electronic document and system in 2000 before upgrading to TRIM Context in 2006. By the mid-2000s, surveys indicated TRIM's dominance, with it serving as the leading system in approximately 38% of Australian public sector organizations with established electronic recordkeeping capabilities.

HP Acquisition and Evolution

In 2008, (HP) acquired Tower Software, the Australian company behind the TRIM records management system, to bolster its enterprise content management offerings with advanced and compliance capabilities. Following the acquisition, the TRIM product line was rebranded as HP TRIM, maintaining its core functionality while aligning it with HP's broader software ecosystem. A significant milestone came in February 2010 with the release of HP TRIM 7, which introduced a new web client for browser-based access and seamless integration with , enabling organizations to manage directly within collaborative environments and automate policy-based classification across distributed systems. By August 2013, HP advanced the platform further with the launch of HP Records Manager 8.0, which consolidated the HP TRIM codebase with elements from other HP acquisitions, such as Autonomy's email archiving and records tools, to form a unified solution for capturing, classifying, and governing at scale. In June 2016, the product transitioned to HP Content Manager 9, embedding Autonomy's IDOL technology for sophisticated , analytics, and eDiscovery features that supported proactive enterprise-wide and reduced compliance risks. This release emphasized with HP's information optimization portfolio, allowing for defensible disposal and retention policies across hybrid IT infrastructures. The HP era concluded with the September 2016 announcement of the sale of HP's enterprise software business—including Content Manager—to Micro Focus International in a transaction valued at $8.8 billion, which was completed on September 1, 2017, marking the shift in ownership and ongoing development.

Micro Focus and OpenText Ownership

In September 2017, Micro Focus completed its $8.8 billion merger with Hewlett Packard Enterprise's (HPE) software business, acquiring assets including the Content Manager product previously known as HPE Content Manager. This acquisition led to the rebranding of the product as Micro Focus Content Manager, with version 9.2 serving as the initial release under the new ownership in late 2017, building on the established foundations from the HPE era. Under Micro Focus, the product saw several key updates that enhanced its capabilities for enterprise use. Version 9.2 introduced significant improvements to the web client, including better usability and integration features for remote access. Subsequent releases, such as version 9.3 in 2018 and version 9.4 in 2019, added over 150 enhancements focused on lifecycle management, security, and search functionalities, including support for logging all user searches to aid auditing and compliance. Micro Focus also expanded deployment options during this period, introducing support for hybrid environments that combined on-premises and cloud-based infrastructures to meet diverse organizational needs. In January 2023, OpenText acquired Micro Focus for approximately $5.8 billion, integrating the Content Manager into its broader portfolio of enterprise information management solutions. This ownership transition marked a shift in product strategy, with OpenText emphasizing seamless integration of Content Manager with its existing enterprise content management (ECM) suite to provide unified governance across hybrid and multi-cloud environments. Post-acquisition, OpenText adopted a year-based versioning scheme with quarterly updates, and documentation and support resources for the product began transitioning to the OpenText portal starting with version 25.3 in August 2025. As of November 2025, the current stable release is OpenText Content Manager 25.4, which continues to prioritize enhancements in user experience, analytics, and security. The era has reinforced Content Manager's positioning for regulated industries, with a heightened focus on global compliance standards such as and audit trails, enabling organizations to navigate complex regulatory landscapes more effectively through integrated ECM tools. This evolution under has positioned the product as a core component of comprehensive strategies, leveraging the combined strengths of both companies to address enterprise-scale challenges in content lifecycle management.

Core Functionality

Records Management Capabilities

Micro Focus Content Manager, now part of , provides robust electronic document capture capabilities, enabling organizations to automate the ingestion of business content from various sources directly into the system. This includes support for importing files via drag-and-drop interfaces in modern browsers like Chrome and Edge, particularly for formats such as .msg files. The system handles unstructured data, including emails, scanned documents, and multimedia files, ensuring that diverse information types are securely captured without size or revision restrictions. Classification is facilitated through metadata tagging and predefined retention schedules, allowing users to organize content using customizable containers, folders, or classification plans with 260-character names per level. Automated workflows streamline records declaration by applying , retention, and disposal dynamically, often triggered by metadata such as creation date or associated user groups, which enhances efficiency in processing tasks like and disposal. These workflows integrate with tools like and to automate categorization and action upon content arrival. The software excels in lifecycle management, overseeing records from creation through access control, retention, and eventual disposition for both physical and digital assets. During creation, users can define records via forms supporting multiple fields, while access is governed by configurable security options that integrate with external indexing engines like IDOL for up to 10 million search results. Retention schedules with 200-character titles ensure compliance by calculating and recalculating disposal dates as needed, applying policies to prevent premature or unauthorized actions. Disposition processes automate the secure removal or archiving of records once retention periods expire, supporting both electronic files and physical items like boxed documents. In-place management allows records to remain in native applications and external repositories, such as Microsoft 365, Outlook emails, or Office files, without requiring migration, thereby optimizing access in environments with large containers exceeding 1,000 documents. Content indexing via engines like IDOL or Elasticsearch enables full-text search across repositories, with configurable quick searches and support for Unicode metadata in databases, facilitating rapid retrieval of indexed content. This scalability extends to enterprise-level volumes, managing over 300 petabytes of customer data through distributed workgroup servers and flexible cloud deployments. As of 2025, enhancements include AI-powered auto-classification integrated with IDOL and Elasticsearch for improved content analysis.

Governance and Compliance Tools

Micro Focus Content Manager provides a robust framework that enforces across the content lifecycle, ensuring adherence to organizational rules and regulatory requirements. This framework includes automated application for , retention, and disposal, which operates in the background to integrate with processes without disrupting workflows. Comprehensive audit trails capture all user actions and system events, storing logs as immutable records for verifiable accountability and forensic analysis. Defensible supports legal holds by applying in-place management to content in external repositories, preventing premature deletion while maintaining chain-of-custody during litigation or investigations. For eDiscovery and compliance, the system offers advanced search capabilities with configurable options, including full-text indexing and metadata queries, enabling rapid identification of relevant across vast repositories. These tools incorporate through quick search utilities and auto-classification features powered by intelligent , which assess content based on metadata, creation details, and contextual elements to prioritize high-risk items. Export functionalities, facilitated by standards-based APIs, allow secure data retrieval in formats suitable for litigation, such as XML with encoding options, ensuring admissibility. User action monitoring is achieved via detailed audit logs that track modifications, access, and approvals, providing a complete historical for compliance audits. Specific features enhance , including risk-based that automatically tags content using predefined schemes and thresholds to sensitive or regulated . Reporting tools generate customizable metrics, such as retention compliance rates and adherence summaries, presented in visual formats for executive oversight and regulatory reporting. The platform supports global privacy regulations, including GDPR, by automating the identification and protection of through -driven controls.

User Interfaces and Accessibility

OpenText Content Manager provides a modern web client that enables browser-based access without requiring software installations, supporting key functionalities such as dynamic search and document management. This zero-footprint interface includes enhanced drag-and-drop capabilities, allowing users to upload single or multiple electronic documents directly into record lists, containers, or categories via intuitive drop spots and zones. Collaborative editing is facilitated through integrations like OpenText Brava for annotations and redactions, enabling multiple users to markup and revise documents securely within the web environment. The system extends usability to mobile devices with native applications available for iOS and Android platforms, downloadable from the Apple App Store and Google Play Store. These apps support on-the-go record declaration, workflow approvals, and document editing, allowing users to search, view, and manage records from smartphones or tablets. An offline mode is included, where users can download documents for later viewing and access checked-out items without an internet connection, though advanced features like search and menus are limited to ensure data security. Accessibility is prioritized in OpenText Content Manager, with the web client and mobile apps designed to comply with (WCAG) 2.1 at Levels A and AA, including support for screen readers and keyboard navigation to accommodate users with disabilities. Role-based dashboards provide customized views for different user types, such as simplified interfaces for end-users focused on record interactions and advanced panels for administrators handling configurations and compliance tasks. Integration with enables real-time collaboration by allowing users to file channel posts and attachments as records directly within Teams, supporting both automatic and manual governance workflows across private and shared channels. This feature enhances productivity by bridging content management with collaborative tools, ensuring records are declared and managed in context without leaving the Teams interface.

Product Components

Base Package Features

The base package of OpenText Content Manager (formerly Micro Focus Content Manager) provides the foundational architecture for enterprise content and records management, centered on a robust core engine that handles metadata storage and content lifecycle operations. The core engine utilizes relational databases such as Microsoft SQL Server (versions 2016 SP2 and later, including 2019 and 2022, as well as Azure SQL Database) and Elasticsearch for search and analytics, enabling scalable data management for organizations of varying sizes. Content storage is supported through configurable document stores, including traditional file systems, archives, and manage-in-place options like Amazon S3, Azure Blob Storage, Microsoft Graph Drive, and Google Drive, allowing flexible integration without requiring content migration. This setup supports deployments on-premises (via Windows Server 2019 and 2022) and in the cloud (using HTTPS and ADFS for secure access), accommodating small teams to large enterprises with scalability up to hundreds of millions of records. Key included tools in the base package facilitate essential user interactions and . The web client offers a modern interface compatible with browsers like Chrome, , and Edge (latest stable versions), featuring drag-and-drop uploads, grid views, and accessibility enhancements for inclusive use. The content indexing engine, powered by IDOL 23.4 or later, enables and SQL text indexing across documents, supporting efficient retrieval in large-scale environments. A basic designer is integrated, allowing the creation of simple processes with activities, sub-activities, and mobile app support, while the SharePoint connector provides seamless integration with on-premises (SharePoint Server 2019 and 2021) and cloud versions ( Online in ). Specific components for records management are embedded in the base installation, including the records declaration module for classifying and securing content as records, the retention scheduler for enforcing lifecycle policies with multi-jurisdiction support, and basic reporting tools offering dashboards, statistics, and customizable layouts for monitoring compliance and usage. The base package incorporates AI-assisted classification via the IDOL engine for automatic categorization of unstructured content, enhancing efficiency in governance tasks, along with features like auto-redaction for sensitive information. These elements form a self-contained system without requiring add-ons, ensuring core compliance and operational needs are met out-of-the-box. As of the 23.x and 25.x series (latest as of 2025), enhancements include Microsoft Teams integration for workflow launching and content sharing.

Optional Modules and Extensions

The Rendering Module extends the base Content Manager package by enabling server-side conversion of printable documents into long-term portable formats, such as , to ensure preservation even if original authoring software becomes obsolete. This module supports automated rendition processes triggered by configurable criteria, like record type or , or manual requests by users, producing searchable and redactable outputs when integrated with optional OCR capabilities. A specialized VERS Rendering Module variant renders documents into Victorian Electronic Records Strategy (VERS) Encapsulated Objects (VEOs) for compliance with Victoria standards, facilitating standardized long-term electronic archival. The Space Management module optimizes storage costs by automating the transfer of records—both physical and electronic—to secondary facilities or tiered storage systems, such as tape libraries or repositories, based on retention rules and access frequency. For physical records, it provides a hierarchical structure for tracking locations in bays and shelving within off-site facilities, while for electronic assets, it integrates with tools like for compression and tiered archiving to reduce primary storage demands. This extension helps organizations manage growing volumes of content efficiently without compromising or compliance. In Content Manager Select subscriptions, modules like Rendering, OCR, and Auto-Classification are often bundled at no extra cost. Additional optional modules address specialized integrations and workflows. The Web Content Management extension supports and on web-based assets directly within Content Manager, enabling drag-and-drop interfaces and functionalities for streamlined content deployment. The SAP ArchiveLink module provides seamless connectivity between systems and Content Manager via a dedicated server, allowing secure document storage, retrieval, and management using and SDK protocols for integrated authentication. For eDiscovery needs, an extension integrates with Knowledge Discovery (IDOL) to enable advanced analytics, such as auto-classification of records and identification of personally identifiable information for legal reviews. These modules are licensed as separate stock-keeping units (SKUs) under OpenText's perpetual or subscription models, such as Content Manager Select, with pricing based on scope, object volume, or integration packs; for instance, the Rendering and Integration modules are available per implementation or per 10 million objects. Organizations can add them to extend the core system for targeted requirements, ensuring scalability without overhauling existing deployments.

Standards and Compliance

International and Archival Standards

Micro Focus Content Manager is designed to comply with ISO 15489-1:2001, the for information and documentation—records management, providing comprehensive support for the full records lifecycle, including creation, capture, classification, and disposition. This compliance ensures that organizations can implement best practices for records governance and accountability across electronic and physical records. The product also incorporates elements of ISO 16175-2:2011, which outlines principles and functional requirements for records in electronic office environments, enhancing interoperability and functional modules for systems. These standards promote consistent handling of records to meet global regulatory needs without disrupting business processes. For archival standards, Content Manager is certified against the Victorian Electronic Records Strategy (VERS), an Australian framework for the preservation and accessibility of electronic records over the long term. This certification supports strategies, including metadata management and export capabilities to ensure records remain usable despite technological changes. The system further enables support for metadata schemas like , which facilitates resource description and discovery in archival contexts. Through these features, Content Manager aids in certified long-term digital archiving, aligning with best practices for format stability and record integrity.

Government and Industry Certifications

Micro Focus Content Manager, now part of following the 2023 acquisition, holds under the U.S. Department of Defense (DoD) 5015.2 standard, validating its design for in federal environments. This covers key criteria such as capabilities for tracking user actions, robust access controls to restrict information based on levels, and automated processes to ensure timely retention and destruction of in accordance with . The , renewed for versions including 9.4 in 2020 and maintained under , confirms compliance across all chapters of the standard, enabling secure handling of sensitive defense-related content. The system also demonstrates compliance with TNA 2002 specifications from The National Archives (TNA) of the , supporting the transfer and long-term preservation of public records. This alignment ensures that electronic records meet UK government requirements for authenticity, , and over time, facilitating secure archival processes in operations. Under ownership post-2023, these compliance features continue to be upheld in ongoing product updates. In addition to government standards, Content Manager supports industry certifications relevant to regulated sectors. Its enables flexible, component-based to meet diverse compliance needs. For healthcare and financial industries, the platform provides features that aid adherence to HIPAA (Health Insurance Portability and Accountability Act) and SOX (Sarbanes-Oxley Act) through comprehensive audit trails, retention scheduling, and access restrictions that track and report on content handling. These certifications underscore Content Manager's adoption in public sector agencies, including the U.S. Department of Veterans Affairs (VA) for enterprise content management and various entities for records governance. The VA's Technical Reference Model lists it as an approved solution for capturing, managing, and securing business information. In , its origins in government-developed records systems have led to widespread use, bolstered by recent Information Security Registered Assessors Program (IRAP) assessments for cloud deployments in 2025.

References

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