Installing Lifecycle Services

The Lifecycle Services component is a critical part of Records Management because it is the engine that is used to process retention periods and direct the actions that ultimately drive records and information through its lifecycle. Without this component, information will not move through its lifecycle, so it must be installed.

To install Lifecycle Services, perform these steps:

1. On the Core Platform setup screen, click Install to the right of Lifecycle Services. The first screen that displays is the Check for Prerequisites. This screen validates the following information before allowing the installation to proceed. 
   
   

   • Current User is Local Administrator

   
   

2. Click Next. The installation location screen displays, which determines where the software will be installed.

3. Click the ... icon next to the installation location field, select the desired installation location, and then click Next. The Service Settings screen displays.

   The following fields determine the connection information that will be used by Records Management to connect to SQL Server. Enter the following information:

   • Username:  The name of the domain account (ex. DOMAIN\Username)

   • Password:  The password of the domain account
     
     

4. Click Next. The Database Settings screen displays, where you will configure the database settings for Lifecycle Services.
   
   

   The following options determine the connection information that will be used by Records Management to connect to SQL Server. Enter the following information:

   • Database Server:  The name of the SQL Server Install (ex. SERVERNAME\InstanceName)

   • Database Name:  The name of the actual SQL Server Database

   • Use SQL Authentication:  Specifies that the connection information should use SQL Authentication with the Username and Password indicated below

   • Username:  The SQL Server username to use if SQL Authentication is specified

   • Password:  The SQL Server password to use if SQL Authentication is specified

   If SQL Authentication is not specified, the connection information will use Windows Authentication by specifying a trusted connection. This means that the Application Pool account will be used to connect to SQL Server, therefore this account will need the following database permissions. If SQL Authentication is specified, the SQL user will also require the following permissions.

   • db_datareader

   • db_datawriter

   • GRANT EXECUTE on all Stored Procedures

   • GRANT EXECUTE on all Scalar User Defined Functions

   • GRANT SELECT on all Table and Inline User Defined Functions

   • GRANT ALTER on the following Tables

   • ClassificationContexts

   • DateAssignmentContexts

   If you select the "Automatically Create Database" checkbox, the installation will automatically attempt to create the database using the Database Server and Database Name indicated. The appropriate account will also be automatically granted the appropriate rights to this database. This option requires that the current user has permissions to create databases and manage security in the SQL Server instance indicated.

   If you do not select the "Automatically Create Database" checkbox, the installation will configure connection information but will not attempt to create the database. In this case, you will need to leverage the SQL Scripts at the following location (in the order listed) to manually create the database in the SQL Server instance indicated. You will also need to manually configure security as indicated above.

   • %Install Path%\Web\Sql\RecordLion.RecordsManager.sql

   • %Install Path%\Web\Sql\RecordLion.RecordsManager.Optimize.sql

   • %Install Path%\Web\Sql\RecordLion.RecordsManager.Elmah.sql

   • %Install Path%\Web\Sql\RecordLion.RecordsManager.Seed.sql

   
   

5. Click Next. The Installed screen displays, where installation takes place using the configuration options specified. The progress bar indicates the current state of the installation.

6. When the application is finished installing, click Next to continue to the final screen.

7. The Finish screen displays, indicating that everything installed successfully.

8. Click Finish to return to the main Setup screen. This screen should now indicate that Lifecycle Services has been installed.