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 Section 3.0, Retain Planning and Design Best Practices.
Read about the modules required for your messaging systems and note their requirements. See
Modules Overview in Retain 4.9.2: How Retain Works.
Complete the install checklist. See
Retain Deployment Checklist in the Retain 4.9.2: Installation and Upgrade guide.
Create a plan for backing up Retain. See
Backing Up Retain in the Retain 4.9.2: Installation and Upgrade guide.
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.