Hi, is it possible to generate a report on who have accessed / viewed confidential documents in a particular container(s) from the TRIM interface rather than a direct query on the database? I know we can view the audit events for each record from the View Pane but they'd prefer an at a glance report in Excel. Many thanks.
If there are particular folders you want to report active audit events on then you can do it via a saved search
You can't create the search directly as Trim dosn’t give you access to the search UI to search all historical records, but if you prepare a saved search for one document and save the search then you can edit this saved search and it will allow you to search across all historical events.
The folder you want to audit activity on is called 2012/666
Find any document within folder 2012/666 and right mouse click and choose Details then Active Audit Events
This will show you the active audit events for that one record.
Right mouse click and choose Search | Save Search As and give it a name (Document Viewed Events 2012/666)
Now go to Save searches and find this saved search
Choose properties and choose Edit Query
The query will have Search String as “All” change it to record:[container:2012/666+] and type:5,6,7,32,33,34,35,36,38,39,43
(The type numbers 5,6,7 etc refers to the event types that have exposed the contents of a document (Document Viewed, Document Checked Out, Document extracted etc)
Run the search and it now showing Historical events for records contained within folder 2012/666 including subfolders
That’s a bit limiting as you have to specifically name the file in the query string,
however, you could modify the search to make it a bit generic by saying it will show audit events for documents in the WorkTray, so a user could put the file (or files even if they weant to search acorss multiple) in to their worktray and run the saved search
So a saved search of "Documents Viewed Events Worktray" would be
record:[container:workTray+ ] and type:5,6,7,32,33,34,35,36,38,39,43