- Audit events on documents, folders
- Ability to manage retention, disposition
- Sharing documents, setting security on documents and folders
- User labels (we wish they were ‘shareable’)
I have used it since Sept. 2008.
It is hard to get technical support when you try to integrate HPE RM with other products. For example, when implementing a third-party load balancer, the response time was impacted significantly. It is a gray area between technical support and/or consulting, HPE did not provide much support.
Generally speaking, HPE’s support for the product has been weak since the acquisition from TOWER Software. There is a large gap between 1st-level support and the often-required 3rd-tier support. Escalation is often onerous and HPE seems to be focused on closing tickets rather than solving issues. More technical issues that need to go beyond support to the development group are extremely difficult to move forward.
We have not encountered any scalability issues.
The first level of technical support is not very helpful. All support calls have to go through the first level of support unless you purchase premium support. The application has a complex architecture with lots of arcane configuration settings. Complex issues often fall into the “try this” trap, which can cause serious impacts.
There was no document management system for the entire organization. However, one department (legal) was using Worldox, due the integration with their case management system.
The licensing model changed from the original model when we purchased the product. Initially, there was one license type (expensive) and you controlled what the user could do through the user security configuration. The new model breaks the licenses into multiple types, from Admin (full access) down to Read Only. Each successive level has functional areas they are prescribed from using. You will need to map those functions against your internal planned security wants to ensure you are buying the correct license type. For us, other than a handful of Read Only licenses, all new purchases tend to be at least the Records Manager level, as (for us) the lower license type are missing key capabilities.
Hummingbird document management was the only other shortlisted vendor. Others may have been in the initial RFP process. Keep in mind that we initiated it in 2008.
Fully understand the impact of how you set up the system; for example, the internal locations directory, security groups, security/access on different levels (classification, folder).