Setting up Retain can be somewhat intimidating as it connects to many things. This checklist should help make sure you do not forget any steps. Some steps depend on you to choose what is appropriate to your system, for example which module and tools to install.
Secure a copy of your company’s retention policy. Retain can help you implement it Retain Planning and Design Best Practices, but you have to know what the policy is.
Select your Retain admin credentials.
Gather SMTP host connection information.
Install web server. Install Web Server
Install a database on the Retain server, or gather database connection information. SQL Database Guides
Create a database for Retain to use. Create a Retain Database
Download and install Retain. Retain Server Linux Installation or Retain Server Windows Installation
If desired, install additional Retain Worker Agents. Installing Additional Workers on Linux or Installing Additional Workers on Windows
If archiving mobile devices, install Retain Router. Retain Message Router Windows Installation
Do Post-install tasks. Retain Setup Post-Install Tasks
If desired, set custom storage paths. Setting Custom Storage Path Rights on Linux
Configure Retain server. Initial Configuration
Log into Retain. Logging into Retain
Configure Reporting and Monitoring. Reporting and Monitoring
Configure Module(s). Section 5.0, Modules
Configure archive Schedule. Jobs Overview
Configure archive Profile. Modules Overview
Configure archive Worker. Workers Overview
Configure archive Job. Job Configuration Overview
Configure Reports. Reports
Confirm data has been archived. Retain Search Messages User Guide
Upload License. Licensing
Setup appropriate Tools. Tools Overview