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:
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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.
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Current User is Local Administrator
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Click Next. The installation location screen displays, which determines where the software will be installed.
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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:
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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:
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.
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.
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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.
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When the application is finished installing, click Next to continue to the final screen.
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The Finish screen displays, indicating that everything installed successfully.
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Click Finish to return to the main Setup screen. This screen should now indicate that Lifecycle Services has been installed.
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Once the installation is complete for Lifecycle Services, you must manually start Lifecycle Services for it to start processing.