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.
Read 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.