If you are a new Retain administrator, you should:
Read this Overview section.
Review the Best Practices section. See Section 3.0, Retain Planning and Design Best Practices.
Know how to access Retain’s management interface. See
Retain’s Browser-based Management Tool in Retain 4.9.2: Installation and Upgrade.
Using Retain’s Archives in the Retain 4.9.2: User Guide so that you can find data.
Read about the modules that are installed on your system. See
Modules Overview in Retain 4.9.2: How Retain Works.
Check your license status. See
Licensing in Retain 4.9.2: Installation and Upgrade.
Make sure that your organization is backing up Retain. See
Backing Up Retain in Retain 4.9.2: Installation and Upgrade.
Read about ongoing maintenance requirements in
General Maintenance in Retain 4.9.2: Installation and Upgrade.
Learn how jobs work as described in
Understanding Retain Jobs in Retain 4.9.2: Archiving Guide.
Get and study a copy of your company’s retention policy so you can confirm Retain is doing what it is supposed to.
Review Section 3.0, Retain Planning and Design Best Practices.
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.