CentraSite 10.7 | CentraSite User’s Guide | Lifecycle Management | Managing Lifecycle Models through CentraSite Business UI | Adding Lifecycle Model to Organization
 
Adding Lifecycle Model to Organization
Pre-requisites:
To create an organization-specific lifecycle model, you must have the Manage Lifecycle Models permission for the organization.
In addition, you can create a system-wide lifecycle model (that is, a lifecycle model that applies to all organizations), if you have the Manage System-wide Lifecycle Models permission.
The definition of a lifecycle model consists of specifying basic attributes of the model, the model's states and transitions, user permissions, and the associated asset types and policies.
A lifecycle model is valid if:
*it consists of at least one state and
*there is a possible transition path to all of the states except the initial state.
*there is at least one state, designated as the final state, that does not have a transition path to any other state.
You can create a new lifecycle model using the Add Lifecycle Model action.
*To add a lifecycle model to an organization
1. In the CentraSite Business UI activity bar, click Design Time.
2. Click Add Lifecycle Model.
The Add Lifecycle Model page appears.
3. In the area labeled Basic Information, specify basic information for the lifecycle model.
Field
Description
Name
Name of the lifecycle model.
This is the name that users will see when they search for lifecycle models in CentraSite.
A lifecycle model name can contain any characters (including spaces).
Description
Optional. The description for the lifecycle model.
This description appears when a user displays the list of lifecycle models in the Search Results page.
Version
A user-defined version number for the lifecycle model.
Organization
The organization to which you want to add the lifecycle model. (The Organization list only displays organizations for which you have the Manage Lifecycle Models permission.) If you select one of these names, the lifecycle model applies just to objects belonging to the selected organization.
You can select All option from the drop-down list, implying that the lifecycle model is a system-wide lifecycle model, if you have the Manage System-wide Lifecycle Models permission.
Important:
Select the organization carefully. If you choose the All option, you cannot change the organization assignment later.
Applicable Types
The asset types associated with the lifecycle model.
When a lifecycle model is assigned to an asset type and the lifecycle model is activated (that is, set to the state Productive), all existing assets of this type in the user's organization are assigned to the initial state of the lifecycle model. Also, each subsequently created asset of the given asset type in the user's organization is automatically associated with the lifecycle model and is initially set to the initial state of the lifecycle model. For more information about associating policies with lifecycle models, see Associating Asset Types with Lifecycle Model.
If the selected asset type has virtual variants, then its virtual variants are automatically selected for the lifecycle model. Click here for a list of applicable types.
4. In the canvas area, use the Add Intermediate State and Add Final State buttons to define states for the lifecycle model.
When you try to add a new lifecycle model to CentraSite, an Initial State is added to the lifecycle model by default, because it is mandatory for a lifecycle model to have atleast one state. Also, if there is a state that does not have a transition path in the lifecycle model, CentraSite converts that state as the Final State of the model.
5. Click on a lifecycle state to display its detailed information. In the area labeled Lifecycle State Properties, modify the name and description of the lifecycle state, and its target state transition in the lifecycle model.
Field
Description
State Name
Name of the state.
This is the name that users will see when they define the state transitions for a lifecycle model.
A state name can contain any characters (including spaces), and must be unique within a lifecycle model.
Description
Optional. A comment that describes the purpose of the state.
This description appears when a user hovers over its name in the state transition area.
Target States
A state that can be reached as a result of a transition from the current state.
In the Target States list box, you can select the target state from a list of the states that you have defined so far. Alternatively, in the canvas area, you can select a single state, and then drag across the other states you want a transition from the selected state.
Note:
The Target States list box is not displayed for a final state. This is because, the target state cannot have a transition to any other state within in the lifecycle model.
If you wish to define more than one target state from the current state, click the plus icon next to the target state name. You may find it convenient to define all of the states before you start to define the state transitions.
If you have more than one target state, select one of the target states as the default target state by choosing the radio button in the Default Target State.
Promotion Stages
A stage that can be the target of a transition from an end state of the current stage. An end state is a state that has no transitions to other states.
The term promotion is used to describe the transition of an asset from one stage to the next stage.
If you wish to define more than one target stage from the selected state, click the plus icon.
Applied Policies
A list of the currently defined policies for the state. These policies will be triggered when the particular state in the lifecycle is entered.
6. Click Save.
CentraSite validates the newly created lifecycle model.
If there are no validation errors, the lifecycle model is added to the CentraSite Registry Repository. If any part of the model is invalid, this is indicated by an appropriate error message.