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 in Retain 4.9.2: Planning.
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:
If desired, set custom storage paths. See
Setting Custom Storage Path Rights on Linux in Retain 4.9.2: Planning.
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. Logging In as an Administrator
Configure Reporting and Monitoring. See
Configuring the R&M Server in Retain 4.9.2: Configuration and Administration.
Create and configure jobs for the systems you are archiving.
Configure the Reports you need. See
Retain’s Reports in Retain 4.9.2: Configuration and Administration.
Confirm that data is being archived. See
Using Retain’s Archives in Retain 4.9.2: User Guide.
Upload the required licenses. Licensing
Set up the Tools your deployment needs. See
Tools Overview in Retain 4.9.2: User Guide.