How to Setup Retain with Office365 (Masterpost)

  • 7019289
  • 06-Apr-2015
  • 07-Aug-2017

Environment


Retain 3.x
Office365

Situation


How do I set up Retain with Office365?

Resolution

This is a masterpost that points to other articles that are specific to this domain.

Integrating Retain with Office365 is one case it is best to install Retain on a Windows server, because of the Powershell script that needs to be run daily.

Background Information:
Retain Planning and Design Best Practices
O365: How Retain Authenticates Users
How Retention Services and Item Store Flags Work

Setup:
Setting up Retain with Office 365
Creating a DNS SRV record for Exchange
Remote Connectivity Analyzer: Testing Exchange / O365 Connectivity
Users Unable to Log Into Retain for the First Time

Automation:
Automating the Office365 sync365.ps1 script
Using a Linux-based Retain server with Office365

Additional Information

This article was originally published in the GWAVA knowledgebase as article ID 2514.

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