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All Access Connector Suite for Google Search Appliance: 
                                                                   
                                             HP TRIM Connectors



Jim Orris
jim@adheresolutions.com
About Adhere Solutions


Enterprise Search Experience            All Access Connector Platform

   Certified Google Search Partner         Software platform for enabling the
   Proven enterprise search                GSA to index or federate structured
   implementation and management           and unstructured content from
   methodology                             complex enterprise and database
   Performed more than 50 GSA              systems.
   implementations                         Central point of GSA and Adhere
   Clients include:                        Connector integration
                                               Configuration and Management
       Wal-Mart                            Supports over 30 indexing connectors
       Department of Energy                    ECM, ERP, PLM, CRM, DAM
       American Library Association        And, over 6000 federated search, or
       Federal Trade Commission
                                           OneBox connectors
       U.S. Health and Human Services
       Google
                                               Through partnerships w/ leading
       Voice of America News                   OEM data access suppliers
       National Education Association      Provides bi-lateral data integration
       LexisNexis                          Optimized for GSA
All Access Connector Platform

                          Old model of accessing information
Background: HP TRIM Connector for GSA


  Core technology developed by leading OEM supplier of
  information access and content integration tools
        Battle tested: same technology is built in to major
        enterprise search and ECM systems
        Supplier only writes and maintains connectors, expert in
        the practice

     Licensed by Adhere Solutions and optimized for GSA
        Leveraging Google's connector framework
        Plug and play, configurable from GSA web browser
        interface

     Supports HP TRIM 6.2.x
The GSA Connector GSA Admin
Value: HP TRIM Connector for GSA


  Extends the simplicity and familiarity of Google Search to
  TRIM content
     Google Keyword search, result page interface

  Delivers a single point of access, to data stored
  in TRIM modules and disparate systems and file shares
  indexed by the Google Search Appliance
     GSA can index 200+ file types and some, but not, all ECM,
     database and other enterprise systems

  Provides a platform for accessing and distributing contextually
  relevant content both with in, and outside of business
  applications
     Search box integrated with in a portal or team space
     Search box as a toolbar, or separate search page
The GSA Connector Framework



Common Steps:
  1. The GSA provides a feed interface from
     which the search appliance receives
     documents to index.
  2. The AAC communicates with the search
     appliance over HTTP and with the
     connectors, and creates feed sources from
     the documents, metadata, and URLs from a
     content management system (CMS).
  3. The AAC creates instances of a connector
     through its service provider interface (SPI)
     and then calls the classes and methods of      The All Access Connector is a suite of Java
     the connector to perform work.
                                                    applications containing methods and classes
  4. The connector communicates through the
     API to the CMS to acquire documents,           that Google's connector manager calls to
     metadata on each document, and a URLs          perform the tasks of acquiring documents
     that point to a document's location in the     from a content system and authenticates and
     content management system.                     authorizes end users to view search results
  5. The connector communicates through the
     API over HTTP to the web client on the
     content management system.
  6. A CMS also provides a content server that
     stores documents in a storage system known
     as a repository.
The GSA Connector GSA Admin
Connector Crawl Status Report
Installation: TRIM Connector for GSA

  The TRIM connector does not require any
  special libraries to be installed
Features: TRIM Connector for GSA

  Supports locking and unlocking of documents
  Supports retrieval of permissions
  No additional libraries required
  Unsupported features: workflow and versioning
  Unsupported methods:
       getContainers, referenceinContainer,
       unreferrenceinContainer
  Supported Search Operators:
       AND, OR, NOT FOLDER(), =, <>, >, >=, <, <=, IN,
       LIKE(), CONTAINS()
Defining a Repository

  Repository Name: A unique identifier for the
  repository.
  Display Name: An optional label for this repository
  displayed to user.
  Web Service URL: The URL of the TRIM Web
  Service
Standard Record Properties

name                      auto renditions
creation date             TRIM Barcode
update date               blueprint
access control            checked out on, path, to
accession number          classification
all actions               client
all contacts              consignment
all holds                 creator
all meetings              disposition
all versions              current action
alternative containers    assignee
author                    assignee status
auto part rule            latest version
doc size, type, details   date assigned, closed, due, finalized
flags                     date inactive, modified, published
edit status               date registered, date due
Standard Record Properties (cont.)

document store             is container
store ID                   is electronic
extensions                 is part
external ID                is first part
foreign barcode            signature
declare as final           thesaurus terms
title                      last action date
email attachment           latest part
audit events               latest version
home space, location       expanded number
home number                next part
checked out                next task
record number              notes
number of renditions       and more......
record class, type, form
related records
Mapping Permissions

TRIM Permission            Connector Permission

  View Document              viewContent
  View Metadata              viewProperties
  Update Document            writeContent
  Update Record Metadata     writeProperties
  Modify Record Access       changePermissions
  Destroy Record             delete
Security: HP TRIM Connector for GSA

  It is possible through our connector API to retrieve the ACL of each item of the
  repository (document or folder).
        Provided that the connector supports security
  The ACL lists every user and group that has some permissions on the item,
  along with the granted rights.
  The connector takes care of repository-specific security features, like
        Security inheritance, shared ACLs, superuser/administrator roles, etc. so
        that the returned list is the effective ACL of the item.
  Repository-specific permissions are mapped onto well-known permissions
  such as "view content", "write content", "delete", etc.
  The connector API provides methods to navigate group membership to find
  out which groups a given user, or group, is a member.
  When replicating ACLs (early binding), the list of user and groups that can
  view the document is stored in each document metadata.
  It is also possible to replicate the user directory (users and groups). At
  runtime, when a user performs a search, the system can obtain the list of
  groups of which the user is a member, and use this list to perform the search,
  thus limiting the results to what the user is authorized to see.

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Indexing HP's Trim Context with the Google Search Appliance

  • 1. All Access Connector Suite for Google Search Appliance:    HP TRIM Connectors Jim Orris jim@adheresolutions.com
  • 2. About Adhere Solutions Enterprise Search Experience All Access Connector Platform Certified Google Search Partner Software platform for enabling the Proven enterprise search GSA to index or federate structured implementation and management and unstructured content from methodology complex enterprise and database Performed more than 50 GSA systems. implementations Central point of GSA and Adhere Clients include: Connector integration Configuration and Management Wal-Mart Supports over 30 indexing connectors Department of Energy ECM, ERP, PLM, CRM, DAM American Library Association And, over 6000 federated search, or Federal Trade Commission OneBox connectors U.S. Health and Human Services Google Through partnerships w/ leading Voice of America News OEM data access suppliers National Education Association Provides bi-lateral data integration LexisNexis Optimized for GSA
  • 3. All Access Connector Platform Old model of accessing information
  • 4. Background: HP TRIM Connector for GSA Core technology developed by leading OEM supplier of information access and content integration tools Battle tested: same technology is built in to major enterprise search and ECM systems Supplier only writes and maintains connectors, expert in the practice Licensed by Adhere Solutions and optimized for GSA Leveraging Google's connector framework Plug and play, configurable from GSA web browser interface Supports HP TRIM 6.2.x
  • 5. The GSA Connector GSA Admin
  • 6. Value: HP TRIM Connector for GSA Extends the simplicity and familiarity of Google Search to TRIM content Google Keyword search, result page interface Delivers a single point of access, to data stored in TRIM modules and disparate systems and file shares indexed by the Google Search Appliance GSA can index 200+ file types and some, but not, all ECM, database and other enterprise systems Provides a platform for accessing and distributing contextually relevant content both with in, and outside of business applications Search box integrated with in a portal or team space Search box as a toolbar, or separate search page
  • 7. The GSA Connector Framework Common Steps: 1. The GSA provides a feed interface from which the search appliance receives documents to index. 2. The AAC communicates with the search appliance over HTTP and with the connectors, and creates feed sources from the documents, metadata, and URLs from a content management system (CMS). 3. The AAC creates instances of a connector through its service provider interface (SPI) and then calls the classes and methods of The All Access Connector is a suite of Java the connector to perform work. applications containing methods and classes 4. The connector communicates through the API to the CMS to acquire documents, that Google's connector manager calls to metadata on each document, and a URLs perform the tasks of acquiring documents that point to a document's location in the from a content system and authenticates and content management system. authorizes end users to view search results 5. The connector communicates through the API over HTTP to the web client on the content management system. 6. A CMS also provides a content server that stores documents in a storage system known as a repository.
  • 8. The GSA Connector GSA Admin
  • 10. Installation: TRIM Connector for GSA The TRIM connector does not require any special libraries to be installed
  • 11. Features: TRIM Connector for GSA Supports locking and unlocking of documents Supports retrieval of permissions No additional libraries required Unsupported features: workflow and versioning Unsupported methods: getContainers, referenceinContainer, unreferrenceinContainer Supported Search Operators: AND, OR, NOT FOLDER(), =, <>, >, >=, <, <=, IN, LIKE(), CONTAINS()
  • 12. Defining a Repository Repository Name: A unique identifier for the repository. Display Name: An optional label for this repository displayed to user. Web Service URL: The URL of the TRIM Web Service
  • 13. Standard Record Properties name auto renditions creation date TRIM Barcode update date blueprint access control checked out on, path, to accession number classification all actions client all contacts consignment all holds creator all meetings disposition all versions current action alternative containers assignee author assignee status auto part rule latest version doc size, type, details date assigned, closed, due, finalized flags date inactive, modified, published edit status date registered, date due
  • 14. Standard Record Properties (cont.) document store is container store ID is electronic extensions is part external ID is first part foreign barcode signature declare as final thesaurus terms title last action date email attachment latest part audit events latest version home space, location expanded number home number next part checked out next task record number notes number of renditions and more...... record class, type, form related records
  • 15. Mapping Permissions TRIM Permission Connector Permission View Document viewContent View Metadata viewProperties Update Document writeContent Update Record Metadata writeProperties Modify Record Access changePermissions Destroy Record delete
  • 16. Security: HP TRIM Connector for GSA It is possible through our connector API to retrieve the ACL of each item of the repository (document or folder). Provided that the connector supports security The ACL lists every user and group that has some permissions on the item, along with the granted rights. The connector takes care of repository-specific security features, like Security inheritance, shared ACLs, superuser/administrator roles, etc. so that the returned list is the effective ACL of the item. Repository-specific permissions are mapped onto well-known permissions such as "view content", "write content", "delete", etc. The connector API provides methods to navigate group membership to find out which groups a given user, or group, is a member. When replicating ACLs (early binding), the list of user and groups that can view the document is stored in each document metadata. It is also possible to replicate the user directory (users and groups). At runtime, when a user performs a search, the system can obtain the list of groups of which the user is a member, and use this list to perform the search, thus limiting the results to what the user is authorized to see.