User Guide for Gimmal Records Connector

Electronic and physical records can now use a single file plan with the Gimmal Records Connector. Changes in Gimmal Records will automatically populate record schedules in Gimmal Physical.

Details

• Record Schedules in Physical synced with any changes in Records Lifecycles

  • All required fields mapped as Read-Only in Physical

  • Approved users can still make and use records schedules in Physical

• Manual update with status & ‘Run Now’ options

Limitations

• •Actions supported: Dispose and Delete, Permanent

• •Date based retention Only

• •Single phase only

Configuration

Navigate to Admin | Application Settings to configure the values for the Gimmal Records Connector.

• Gimmal Records Username - Service account with access to Gimmal Records

• Gimmal Records Password - Password for the Service Account that has access to Gimmal Records

• Gimmal Records URL - URL of the instance of Gimmal Records for this client

• Update Schedules from Gimmal Records - Run Now - button used to start a synchronization and update. Clicking this button will:

  • Add new record schedules from Gimmal Records to Gimmal Physical which match the criteria

  • Update existing Record Schedules in Gimmal Physical with changes made in Gimmal Records.

  • Mark records schedules as obsolete if they have been deleted from Gimmal Records and have boxes associated with them in Gimmal Physical.

• Gimmal Records Schedule Sync Status - The status of the last run of the Gimmal Records Connector.