If you are creating a new Retain system, you should:
Read this section.
Get a copy of your company’s retention policy, so that you can design your Retain system to fulfill that policy.
Review the Best Practices section Retain Planning and Design Best Practices.
Read about the modules required for your messaging systems Modules Overview, and note their requirements.
Complete the install checklist Retain Deployment Checklist.
Create a plan for backing up Retain Backing Up Retain.
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.