If you are creating a new Retain system, you should read:
This Overview section.
Obtain a copy of your company’s retention policy so you can design your Retain system to accomplish that policy.
Review the Best Practices section Retain Planning and Design Best Practices.
Read about the module(s) you wish to install Modules Overview, so you know what their requirements are.
The install checklist Install Checklist.
The Search User Guide Section 9.0, Search User Guide, so you can find data.
Create a plan for backing up Retain Backing Up Retain, because Retain will be storing lots of important data.
Confirm if you have been added as an authorized user for your company on the Micro Focus Customer Portal website, so you can create service requests, get license keys and other support functions. Someone in your organization is the administrator and can give you rights. You may call support for assistance Technical Support.