THE ARRIVAL OF HPE CONTENT MANAGER 9

The latest version of Hewlett Packard Enterprises (HPE) EDRMS software is here, with many organisations already planning their upgrade. Most people know the software is now known as Content Manager 9, with the 9 versioning reflecting it is a development progression on Records Manager 8.

HPE advise that this branding change will position the product to better reflect its true capabilities to manage content received in any form and used for any purpose. It’s a declaration that this product has valuable functionality beyond storing official records. The name is intended to make the product more attractive to all areas and all Users within your organisation. Records Manager implied the product was primarily for the management of records retention and paper based records.

This is all true of course, but still you may be feeling a little weary from the Records Manager 8 changes. Many organisations have just finished handling the name change, new methods of searching and the introduction of the ribbon. Certainly the latter two were excellent improvements. However, it must be acknowledged that each change requires:

  • a review of the system
  • a review and update of training material
  • decisions of how to refer to the software so Users know it is the same program
  • planning of how to introduce the change to the organisation.

There are three likely upgrade to Content Manager 9 patterns that will be occurring across the industry, and the following points are a short summary of the impact on your Users:

1. Upgrade from TRIM to Content Manager

  • Ribbons replacing Menus for access to commands
  • easier access to Search Editors, and new methods and styles of searching
  • improved integration of the Web Client, providing more full client features, and improved interface on mobile devices.

2. Upgrade from Records Manager 8 or 8.1 to Content Manager

  • Ribbons replacing Menus for access to commands
  • easier access to Search Editors, and new methods and styles of searching
  • improved integration of the Web Client, providing more full client features, and improved interface on mobile devices.

3. Upgrade from Records Manager 8.2 or 8.3 to Content Manager

  • improved integration of the Web Client, providing more full client features, and improved interface on mobile devices.

In summary, there are not many major changes occurring if you’re already on a later version of the software, from an End User perspective. Most of HPE’s development has gone into their Web Client rather than the Local Client. We expect to see increased use of this client moving forward, bearing in mind that there are a variety of business rules on access to the records management tool outside the organisation’s walls that need to be in place before it can become a standardised practice.

For Administrators, there is naturally a variety of additional changes to become familiar with and determine how they impact your practices and IT environment. A summary of these is provided by HPE at https://www.hpe.com/h20195/V2/getpdf.aspx/4AA5-8147ENW.pdf.

Moving forward stay positive in your introduction of Content Manager within your organisation. The software continues to improve. Gains are being consistently made across organisations in increasing User engagement and creating digital records. And whilst the change may introduce a significant workload for yourself, in reality Users are finding there is very little additional skill development required to transition from the old to the new.

3 Comments
  1. Perry December 1, 2016 at 6:51 am - Reply

    Does Linked Training have an estimation of when the elearning will be updated to reflect HPE CM9?

  2. Chris January 11, 2017 at 1:50 pm - Reply

    Hi Michelle
    When do you expect to the have the elearning available for HPE CM9?

    • Michelle Linton January 12, 2017 at 7:40 am - Reply

      Hi. We are currently in development of CM9, and aiming for a March release. We’ll keep you posted as the release dates firm up.

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