If you are a new Retain administrator, you should:
Read this Overview section.
Review the Best Practices section. See Retain Planning and Design Best Practices.
Know how to access Retain’s management interface. See Accessing Retain’s Browser-based Management Interface.
Read Section 11.0, Using Retain’s Archives, so that you can find data.
Read about the modules that are installed on your system in Modules Overview.
Check your license status. See Licensing.
Make sure that your organization is backing up Retain. See Backing Up Retain.
Read about ongoing maintenance requirements in General Maintenance .
Learn hs jobs work as described in Understanding Retain Jobs.
Get and study a copy of your company’s retention policy so you can confirm Retain is doing what it is supposed to.
Review the Best Practices section Retain Planning and Design Best Practices and make sure that your system is in order.
Confirm that you are an authorized user for your company on the Micro Focus Customer Portal website. This lets you create service requests, get license keys, and perform other support functions.