1.1 Retain Deployment Checklist

For a successful Retain deployment, complete the following tasks in the order listed, choosing those that apply to your deployment.

  1. Get a copy of your company’s retention policy and follow it as you work through the Retain Planning and Design Best Practices in Planning.

  2. Identify Retain admin credentials you plan to use.

  3. Gather and document the SMTP host connection information.

  4. Install a web server. See Installing a Web Server

  5. Gather the database connection information, DNS name or IP address, Retain database name, retain database user name and password.

  6. Create a database for Retain to use. See Creating and Maintaining an SQL Database

  7. Download and install Retain on your chosen platform:

  8. If desired, set custom storage paths. See Setting Custom Storage Path Rights on Linux in Planning.

  9. Configure the Retain server. Running the Retain Server Configuration Wizard.

  10. Install the production Retain Worker Agents.

  11. If archiving mobile devices, install the Retain Router. Installing a Retain Message Router on Linux or Installing a Retain Message Router on Windows

  12. Access Retain’s management interface. Logging In as an Administrator

  13. Configure Reporting and Monitoring. See Configuring the R&M Server in Configuration and Administration.

  14. Create and configure jobs for the systems you are archiving.

  15. Configure the Reports you need. See Retain’s Reports in Configuration and Administration.

  16. Confirm that data is being archived. See Using Retain’s Archives in User Guide.

  17. Upload the required licenses. Licensing

  18. Set up the Tools your deployment needs. See Tools Overview in User Guide.