For a successful Retain deployment, complete the following tasks in the order listed, choosing those that apply to your deployment.
Get a copy of your company’s retention policy and follow it as you work through the Retain Planning and Design Best Practices.
Identify Retain admin credentials you plan to use.
Gather and document the SMTP host connection information.
Install a web server. See Installing a Web Server
Gather the database connection information, DNS name or IP address, Retain database name, retain database user name and password.
Create a database for Retain to use. See Installing a Database Server and Creating a Retain Database and Database User/Role
Download and install Retain on your chosen platform:
Windows:l Installing a Retain Server on Windows
If desired, set custom storage paths. Setting Custom Storage Path Rights on Linux
Configure the Retain server. Running the Retain Server Configuration Wizard
Install the production Retain Worker Agents.
If archiving mobile devices, install the Retain Router. Installing a Retain Message Router on Linux or Installing a Retain Message Router on Windows
Log into Retain. Logging In to Retain
Configure Reporting and Monitoring. Reporting and Monitoring
Configure the needed Modules. Section 6.0, Modules
Configure the required Schedules. Schedule Overview
Configure the required Profiles. Profiles Overview
Configure the required Workers. Workers Overview
Configure your archive Jobs. Jobs
Configure the Reports you need. Reports
Confirm that data is being archived. Search Interfaces
Upload the required licenses. Licensing
Set up the Tools your deployment needs. Tools Overview