1.1 Retain Deployment Checklist

For a successful Retain deployment, complete the following tasks in the order listed, choosing those that apply to your deployment.

  1. 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.

  2. Identify Retain admin credentials you plan to use.

  3. Gather and document the SMTP host connection information.

  4. Install a web server. See Installing a Web Server

  5. Gather the database connection information, DNS name or IP address, Retain database name, retain database user name and password.

  6. Create a database for Retain to use. See Creating and Maintaining an SQL Database

  7. Download and install Retain on your chosen platform:

  8. If desired, set custom storage paths. See Setting Custom Storage Path Rights on Linux in Retain 4.9.2: Planning.

  9. Configure the Retain server. Running the Retain Server Configuration Wizard.

  10. Install the production Retain Worker Agents.

  11. If archiving mobile devices, install the Retain Router. Installing a Retain Message Router on Linux or Installing a Retain Message Router on Windows

  12. Access Retain’s management interface. Logging In as an Administrator

  13. Configure Reporting and Monitoring. See Configuring the R&M Server in Retain 4.9.2: Configuration and Administration.

  14. Create and configure jobs for the systems you are archiving.

  15. Configure the Reports you need. See Retain’s Reports in Retain 4.9.2: Configuration and Administration.

  16. Confirm that data is being archived. See Using Retain’s Archives in Retain 4.9.2: User Guide.

  17. Upload the required licenses. Licensing

  18. Set up the Tools your deployment needs. See Tools Overview in Retain 4.9.2: User Guide.