Checklist: lifecycles

Step

Reference

Become familiar with lifecycle concepts and how they apply to Content Engine objects.

See Concepts: lifecycles.

Identify the actions you want taken on documents. Implement the DocumentLifecycleActionHandler with a Java™ class.

For sample see Working with Lifecycle-related Objects in the Developer Help.

Create an action and insert the script in the action.

See Create a lifecycle action.

Create a lifecycle policy. When creating a policy, you assign an action to the policy.

See Create a lifecycle policy.

Assign a policy to a document class.

See Assign the lifecycle policy to a document class.

Test the lifecycle policy on a test document.

See Test a lifecycle policy assigned to a class.

If the test (performed in the previous step) finds errors, modify the lifecycle action and repeat the test.

See Modify a lifecycle action.