Retain Windows Install

Retain Install on a Windows Server

Windows Server 2012 R2

Create Data Volumes

It is recommended to create data volumes so it is easier to recover. In a test system this isn't necessary but on a customer system it is recommended. Create 4 data disks:

• Create the disks in the VM manager
• Mount and initialize the volumes in Disk Manager
  • ARCHIVE: for the storage directory. Required to have at least 20GB free for normal operation, warnings will appear when <20GB free, Retain will go into maintenance mode if free space drops below 10GB. (64GB is good for a test system)
  • INDEX: for the indexes, and their backups. Required to have at least 20GB free for normal operation, warnings will appear when <20GB free, Retain will go into maintenance mode if free space drops below 10GB.(32GB is good for a test system)
  • DATABASE: for the database. (24GB is good for a test system)
  • LOGS: for the logs of the system (Logs can be up to 30GB/day/worker during large migrations) Required to have at least 20GB free for normal operation, warnings will appear when <20GB free, Retain will go into maintenance mode if free space drops below 10GB. (32GB is good for a test system)

In Windows, it is easiest to install Retain to a data drive, which will also place the logs there by default. Otherwise, you have to go into Configure Tomcat and change the logging location manually.

Disk Management

Use Disk Management to mount and format disk partitions and volumes

1. Right-click on the Disk# and bring the disk Online
2. Right-click to Initialize Disk, MBR style
3. Right-click on the space of the disk and select New Simple Volume
   1. Choose size
   2. Assign a drive letter
   3. Select file system (NTFS), name and quick format
   4. Finish

The volume will appear in File Explorer.

Prerequisites for Retain

Retain needs a web server and a database server preinstalled before it will run successfully. The database may be installed on a separate server but for a test system installing the database locally is recommended. You also want the Retain server to point at the same DNS the Exchange server is using.

DNS

Set the Retain Server to point at the same DNS is pointing to as the Exchange server

• Server Manager/ Local Server
• Ethernet0, opens a new windows
• Ethernet0, right-click and choose Properties
• IP4/Properties
• Set "Use the following IP address" and "Use the following DNS server addresses" to what is assigned to the system.

Retain 3.x Prerequisite Install Java

Older versions of Retain needed to install Java manually.

• Install Java 1.6 aka Java 6. [1] (Retain 3.5.1 asks to download/install)
  • System/Change settings/Advanced/Environmental Variables (new system variable JAVA_HOME point to the installed directory c:\Program Files\Java\jdk1.6.0_38)

Setup the Web Server

While you could install apache, IIS just needs to be activated on a Windows server. Install IIS by adding the role in Server Manager:

• Add WebServer
• Under Role Services, open Application Development and enable:
  • ISAPI Extensions
  • ISAPI Filters
• Restart

Database Install

While Retain 4.x on SLES will download, install and configure MySQL for you, Windows and older versions of Retain require this to be done manually. Retain uses a translation library called hibernate in the logs to support MySQL, MS SQL Server, Oracle and Postgres. [2]

Install MySQL

MySQL is free and our default database

MySQL 5.5

1. Install MySQL 5.5 [3] from the .msi with the following setting:
2. Install as Typical, take defaults and allow to start MySQL Instance Configuration Wizard
   1. Detailed Configuration
   2. Server Machine
   3. Transactional Database only
   4. Give it a storage path
   5. Manual Setting (100)
   6. Enable TCP/IP networking (port 3306) add firewall exception, Enable Strict mode
   7. Best Support for Multilingualism
   8. Install MySQL as a Service and select Include the Bin directory in the Windows PATH.
   9. Enter root password

MySQL 5.6

MySQL 5.6 has an install bug on Windows that only allows it to use the boot drive for data. It works fine under Linux.

1. Download the MySQL Installer [4]
2. Run the Installer to configure
   1. Accept the license
   2. Server Only
   3. Choose the product (e.g. MySQL Server 5.6.28)
   4. Configure
      1. Server Machine
      2. Root password
      3. Configure as a Windows Service that starts at system startup
3. Execute and Finish

Configure Database

Create database and user on the C:\ drive with the Command line client:

1. Start the Command Line Client and login as root.
2. Create a database (for example: retain)
   1. CREATE DATABASE retain DEFAULT CHARACTER SET 'utf8' DEFAULT COLLATE 'utf8_bin';
3. Add the retain user to the database (for example: retain with password: password1)
   1. GRANT ALL PRIVILEGES ON retain.* TO 'retain'@'%' IDENTIFIED BY 'password1';

• • • Replace the % with an IP address if you want logins restricted to a particular IP address.

1. 1. GRANT ALL PRIVILEGES ON retain.* TO 'retain'@'localhost' IDENTIFIED BY 'password1';
2. Type 'exit' to end the session

To setup a database on a different volume [5]

Install MS SQL

SQL Server is another favorite for customers.

1. Install as default instance, with Unicode, UTF-8 or Latin 1_General_C1_AS as standard encoding.
2. Enable SQL Server Authentication in addition to Windows Authentication
3. Once installed, Verify server is listening on port 1433 (telnet [ip address]:1433)
4. Ensure TCP/IP is enabled - Run SQL Server Configuration Manager
5. Expand SQL Server Network Configuration
6. Protocols for MSSQLSERVER
7. Enable TCP/IP
8. Run SQL Server Management Studio, connect to Server
9. Under Security/Logins, right click and select "create Login, (for example retaindbuser) that uses SQL Server authentication.
10. Assign a password.
11. Right click on Databases, and create a new database named retain and assign retaindbuser as the owner.(There are other ways to grant the permissions but this is easiest)

Download Retain

• Download and extract the latest version of Retain.[6]
• Install [7]

Install JDBC

• If using MySQL, download the MySQL Connector/J (JDBC driver for MySQL) driver

1. Download the zip file from the MySQL site [8] version 5.1.24 or greater
2. Copy mysql-connector-java-5.1.39-bin.jar into C:\Program Files\Beginfinite\Retain\RetainServer\WEB-INF\lib

• • You'll need to restart tomcat once the file is in place.

• Post install configuration [9]
• Retain Server Setup [10]
• Install the license, the trial license is unlimited for 30 days.

To change the log location run the Configure Tomcat program and change the log location under the Logging tab.

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