Assign a Lifecycle to a Category

The lifecycle of a Vault object is determined by the category to which it is assigned. When a category is selected in the Configure Categories dialog box, the assigned lifecycles are listed on the Lifecycles tab in the Behaviors group.

1. Click Tools  Administration Vault Settings
2. In the Vault Settings dialog box, select the Behaviors tab  and click Categories.
3. On the Configure Categories dialog box, select the Vault object type for which you want to see categories. For example, select File Category to see categories available for Files.
4. Select a category to which you want to assign a lifecycle from the Category Name list.
5. Select the Lifecycles tab if it is not selected.
6. Select the Lifecycle that you want to assign to the selected category and click Assign.
7. In the Assign Category dialog box, do one of the following:
   • Add –A lifecycle definition to the category. Select the lifecycle definition from the All Lifecycles Definitions list on the left and click Add.
   • Remove–A lifecycle definition from the category. Select the lifecycle definition from the Assigned Lifecycle Definitions list and click Remove.
   • Default–Set the default lifecycle for the Category. Select a lifecycle in the Assigned Lifecycle Definitions list and click Default.
8. Click OK. The Configure Categories dialog box is then updated.

Note: If a category only has one lifecycle definition assigned to it and the lifecycle is not <None>, then that lifecycle definition becomes the default definition. This lifecycle definition cannot be removed from this category until a new lifecycle definition is assigned as the default.