Chapter 10: Defining and Configuring Lifecycles

Engineering Knowledge Manager

Administration Guide |

9.7.1. Running Remote Desktop Sessions |  | 10.1. Introduction to Lifecycles
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## Chapter 10: Defining and Configuring Lifecycles

A lifecycle is a set of stages that an EKM object moves through during its life, where each stage is connected by one or more transitions. When an object is in a particular lifecycle stage, predefined policies such as permissions and automatic deletion settings are applied to the object and its descendants. Signoff processes can also be defined for a transition that requires that an object undergo review and approval by an individual or committee before it can be promoted to the next stage. Signoff committee members are sent email alerts notifying them that review and approval is needed, and a new task is added to their My Tasks page. In addition, an instance of the signoff process is placed on the Process Monitor page and can be used to monitor the approval process. Multiple levels of signoffs can also be defined for a lifecycle.

Once a lifecycle is defined for an object type, it needs to be configured for a workspace by the user designated as the Root User before it can be used. Once configured and enabled, any object of that type that is uploaded or created in EKM will have the predefined lifecycle associated with it.

This chapter describes how to define lifecycles graphically in EKM Studio. For instructions on defining lifecycles manually using XML, see Appendix C: Lifecycles: Defining and Configuring Using XML.

Topics covered in this chapter:

- Introduction to Lifecycles
- Lifecycle Terminology
- Basic Steps for Creating, Configuring, and Managing Lifecycles
- Defining Lifecycles in EKM Studio
- Enabling Lifecycles
- Displaying Lifecycles
- Promoting a Lifecycle Stage
- Demoting a Lifecycle Stage
- Managing Lifecycle Signoff Requests
- Setting a Lifecycle Stage
- Configuring Lifecycles for a Workspace

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