5.8 Finishing On-Premise Exchange

After saving changes, return to the Retain Server's Module Configuration page, and trigger a refresh of the Address Book.

Depending on the size of the address book, it may take several minutes to return with information, but a successful configuration will return a correct address book cache date and no errors. The date should reflect the date of when the address book refresh was triggered.

The Status may show “Address Book Cache Never Run” or may list commonly misconfigured or missed items if the Refresh job fails.

Once the status is configured and the Address Book has been cached, Retain can connect to and archive messages from the Exchange server. The system is ready to have workers, schedules, profiles, and jobs configured, and those options will now appear on the main administrative interface.