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Guide for 1st time logon to TRIM

TRIM is a bit of a challenge to logon for the first time as there is no default dataset established. Also the install is geared for end-users who will use the TRIM TopDrawer rather than TRIM Context (which is the preferred tool for records custodians).

Logging on TRIM for the first time

With the new version of TRIM you don't have TRIM Context on your desktop but instead TRIM TopDrawer. So to launch TRIM (TRIM Context that is) do this:

  • Start, All Programs, TRIM Context, TRIM. This will launch TRIM Context. Follow the logon info below.
     
  • If you wish a short on your desktop, do as above but right-click on TRIM and create a shortcut on your desktop.

If this is the 1st time you have used TRIM Context on this PC (or terminal server) please be patient as you will get the usual server timeout message.

  • Logon as usual. Launch TRIM (which is TRIM Context).
  • After a few minutes, when the pop-up appears (saying connection failed), click Ok and then click on Advanced and uncheck Local. It should say SLIPPER for the server name. If not, overtype the server name with SLIPPER. Then select your dataset (FOR PROD) and press Default.
  • As you have done in the past, set your preferences for using TRIM.
  • It will remember your settings the next time you logon.

If you use Top Drawer for the first time (instead of TRIM Context) follow the same steps as above.

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