3.6 Running the Retain Server Configuration Wizard

After installing the Retain Server, you must run the initial configuration wizard to prepare the server for working with all the components that will constitute your Retain deployment.

Do the following:

  1. On an administrative workstation, open a supported administrative web browser.

  2. Go to http:// RetainServer-IP-or-DNS/RetainServer .

  3. Run the wizard to configure the Retain Server as outlined in the following table.

    Table 3-1 Running the Retain Server Configuration Wizard

    Panel or Prompt

    Action

    Information

    Welcome > File Path

    1. Set the paths for Retain as planned in Planning Retain Storage Requirements.

    2. By default, all data is stored under /var/opt/beginfinite/retain.

      To specify alternate storage paths on a Linux system, make sure you have granted sufficient rights to Retain as outlined in Setting Custom Storage Path Rights on Linux before completing this wizard.

    3. You can alter the base path by selecting Custom in the drop-down list and specifying an alternate path where you have granted rights. Retain derives all file paths from this base path.

    4. To specify fully customized alternate storage locations, click Advanced Settings and disable Derive all file locations from above specified path?.

    5. Click Continue.

    Storing data on separate volumes can yield significant performance increases. Therefore, Retain lets you specify where you want to store archived data, indexes, and so on.

    Message Store Database

    1. Enter the database connection information for the database you created in Creating and Maintaining an SQL Database.

    2. Click Continue.

    This is the database that stores meta data for messages and other data archived in the datastore.

    Configuration Database

    1. Enter the database connection information for the database you created in Creating and Maintaining an SQL Database.

    2. Click Continue.

    This is usually the same as the Message Store Database, so all connection information is carried forward to this dialog except the password.

    Retain lets you create and specify a separate database if desired.

    Administrator Account

    1. Specify and confirm a password for the main administrator account.

    2. Click Continue.

    This account

    • Has all admin rights.

    • Never expires.

    • Can authenticate when the system is offline.

    NOTE:Retain lets you create as many user accounts with administrative roles as you need. If this account is deleted, you will need to contact Micro Focus support.

    SMTP Notifications

    1. Enter the following information:

      • SMTP Server: DNS hstname (preferred) or IP address of the server Retain should use.

      • From address: The From address shown on the messages Retain sends.

      • To address: The address to which Retain should send notifications.

      • Username: The username for authenticating with the SMTP server.

      • Password: The password for the username.

      • Click Continue.

    Retain uses an SMTP relay host for sending notifications.

    The wizard attempts to send a test message.

    You shouldn’t proceed with setting up Retain until the SMTP test message is successfully delivered. If you see an error, check firewall settings, including local application firewalls running on affected desktops and/or servers.

    If no SMTP is present, you can skip this step by typing skip in the SMTP Mail Server field. Obviously, this disables Retain’s notification services and is therefore not recommended for production deployments.

    Indexing Engine

    1. Enter the admin password you set earlier.

    2. Click Continue.

      The system initializes and connects to the indexing engine.

     

    Retain Server Connections

    1. Set up the Retain Server connection. This sets the connection for the Router Retain Message Router Configuration and REST applications, such as Retain Publisher Retain Publisher and Viewer.

      When possible, use the Retain Server’s DNS hostname so that external devices can resolve to it.

     

    (Optional) Cloud Mobile Service Proxy Connection

    1. (Optional) Configure the Cloud Mobile Service (CMS) Proxy Connection. If you would like to provision and register devices using CMS and have a Proxy server for your Retain server, you can specify the Proxy server information here.

    2. Click Continue > Complete.

      The Retain login prompt displays.