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 Creating and Maintaining an SQL Database
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
Access Retain’s management interface. Accessing Retain’s Browser-based Management Interface
Configure Reporting and Monitoring. Reporting and Monitoring
Create and configure jobs for the systems you are archiving.
Configure the Reports you need. Reports
Confirm that data is being archived. Using Retain’s Archives
Upload the required licenses. Licensing
Set up the Tools your deployment needs. Tools Overview