Retain Planner Quick Start Guide

M Retain Planner Quick Start Guide www.retaininternational.com

Contents Table of Contents 1 Introduction 3 1.1 About Retain Resource Planning... System 4 1.2 System requirements... 5 1.3 Installing Retain Planner... 5 2 Getting Started 7 2.1 Wallchart View... 7 2.2 Reporting View... 9 3 Backup and Restore 11 3.1 Backup Database... 11 3.2 Restore Database... 12 3.3 Backup Notebooks... 13 4 FAQs 14 5 Contact us 21 5.1 Support services Index... 21 22 2

Introduction 1 Introduction Retain Planner Quick Start Guide www.retaininternational.com 2008... Retain International Limited 3

Introduction 1.1 About Retain Resource Planning System Retain Resource Planning System is a flexible planning tool for viewing and manipulating staff and job allocations through a user friendly graphical interface. It has been designed to resemble a manual wallchart booking system, but is more versatile. Wallchart view The wallchart view in Retain Planner Graphical wallchart and calendar presentation. Easy to plan resources (people, rooms, equipment) against Jobs (tasks, projects). Make or amend bookings with the simple click and drag functionality. Prioritise workload with the use of Retain colour coded booking structure. A flexible wallchart viewing system lets you plan on a project-by-project basis. Reduce repetitive booking procedures through the roll forward and copying functions. Range of views and reports Manage resources on an individual basis via the Calendar View. Includes powerful Reports Generator. Dynamic reporting against resources and or staff. Flexible selection criteria with calculated fields such as utilization percentages. Export data to spreadsheets, Access or Word documents. Control over booking by means of a loading system and onscreen warning prompts, or analyse double booking conflicts through a report. Flexible configuration & security Define the fields you store against resources, jobs and components. Create charge rates for general and specific work. Control who has access to view the plans and change plans. 4

Introduction Password protect your editing rights with the Edit Mode lock. Integration and additional functionality View and request bookings over the web with Retain Web Viewer & Booking Request. More advanced and complex reporting - Enterprise Reports. More detailed recording of skills - Retain Skills. Integration with web based timesheet system and expense system. MS Outlook and Lotus Notes calendar integration. top ^ 1.2 System requirements Supported Operating System Platforms Windows Server 2003 Windows 2000 Server Windows Vista Windows XP Professional Windows 2000 Minimum system requirements for server and clients Intel Pentium II-Class processor, 450 MHz or equivalent processor 256Mb of RAM XGA (1,024 x 768) or higher resolution monitor Mouse or other Windows pointing device 80 MB free hard disk space top ^ 1.3 Installing Retain Planner To install Retain Planner 1. Check the specification of the machine that you have nominated to be the server machine. 2. Copy 'PlannerDemoSetup.EXE' to a temporary folder. 3. Run 'PlannerDemoSetup.EXE' and follow the on screen instructions to complete the set-up. - Select Install during setup. Do not upgrade an existing version of Retain using Retain Planner Demo. Please contact us if you would like to upgrade an existing version. After installation... 4. Start the Retain Planner from Start menu > Programs > Retain Planner > Retain Planner The Retain Server application will be started automatically. Initial startup may take a few seconds. If Windows firewall prompts you to set the blocking status, click on UNBLOCK. You will also see shortcuts created in the Windows Start Menu and if you have selected to create desktop shortcuts then two shortcuts will be created for Retain Planner and Retain Server application. 5

Introduction Retain Planner is the main application for scheduling resources against jobs. Start Retain Planner and it will run the Retain Server application automatically if the Retain Server application is not already running. This is assuming Retain Planner is on the same machine as the Retain Server application. Retain Server application is a server application which connects to the database file (''Retain.fdb''). The database file (''Retain.fdb'') stores resource, job, component and booking data. It is the most important file in the Retain setup and should be backed up regularly. top ^ 6

Getting Started 2 Getting Started 2.1 Wallchart View The Retain wallchart Follow the steps below to open a Notebook ('.RTN') and make some bookings. 1. Start Retain Planner from the Start menu > Programs > Retain Planner > Retain Planner. You should now see the Retain wallchart. You can scroll around the date range using the date bar (click and drag the rectangular box forwards and backwards) at the bottom of the window. 2. Initially, you are in 'View Only' mode. To edit, go into 'Edit' mode by clicking on Edit Edit mode... or the Edit mode button. If you are prompted for a password, the default password is 'abc' (case sensitive). 3. Add a resource from Actions Modify record Resource... - In the 'Modify Resources' dialog, click on the New button. - Enter details about the new resource and click ADD. - Now you should see the new resource added to the list in the 'Modify Resources' dialog. 7

Getting Started - Close the 'Modify Resources' dialog and the new resource will appear in the list to the left of the wallchart. 4. Switch to Job View by going to View Rotate view or by clicking on the Rotate view button. 5. Add a job from Actions Modify record Job... and repeat the same steps as for adding resources. 6. Switch back to Resource View by selecting View Rotate view again. 7. To make a booking, you need to mark a date range on the wallchart against a resource: - highlight a period against a resource by clicking and dragging a region on the wallchart. - Right-click on the marked region and select Make booking.... - In the 'Make booking' dialog, select a job and click OK. To further edit booking details like manually adjusting dates and times, click on the Show More button. You can also add notes against the booking in the 'Notes' box. 8. The booking will appear along the line of the resource. - Hover your mouse cursor over the booking and a popup will appear displaying further details. You can also make bookings in the Job View - assigning multiple resources to a job. top ^ 8

Getting Started 2.2 Reporting View Utilisation & Availability Report To create a new report you need to add a new notebook page with a 'Report' page type: 1. Select the 'Add page' option from the 'Notebook' menu. Short-cuts: The 'Add page' icon. Tip: Use the 'Copy page' function if you want to create a report based on an existing report format. - Select the 'Report' page type by clicking on the appropriate radio button. - Type in a descriptive name for the new report page. - Click OK to add the report page to your notebook. 2. Define the report formats for the new report as desired. - In the 'Fields' tab, select a field from the dropdown. You need to first select the table e.g. resource (staff), job (project) or booking table, and then a field. - Adjust the width of the field column by adjusting the values in the 'Width' column. 9

Getting Started 3. Click OK to accept your report formats. 4. A new notebook page will be added in the page selector dropdown for your report. 5. Select the new page from the page selector dropdown to generate and view the report. When you create a new report page you will be prompted to define the report formats at the 'Setup Report' dialog: Use this dialog to define the following information about the report: Fields - add the resource, job or booking fields that you want to appear in each row of your report. There are many calculated fields only available in reports. Sort - specify the order in which the report data will be sorted, including any aggregation of your data by way of sub-totals. Selection - enter any criteria by which you want to filter the contents of the report. Date - specify the date range to be covered by the report. As a minimum you should normally enter one or two fields and a date range for your report. You can produce a quick report in less than a minute with just these elements, although in practice you may want to experiment with the different report settings to produce the report in your preferred format. top ^ 10

Backup and Restore 3 Backup and Restore 3.1 Backup Database Please backup your data on a regular basis. The Backup Database utility provided with Retain Planner will backup your Retain database ('Retain.fdb'). Backup Database You can start Backup Database from Start Menu > Programs > Retain Planner > Utilities > Backup Database. It will save a backup of the Retain database file ('Retain.fdb') to a destination of your choosing. Retain Database backup: 1. All users should save their work and exit Retain Planner. 2. Stop the Retain Server application. - Click on File Exit or the X button in the Retain Server application window. If you do not stop the Retain Server application, the backup will fail. 3. Start the Backup Database from Start Menu > Programs > Retain Planner > Utilities > Backup Database. It can also be found in the 'Server' folder - a file called 'RetainBackup.exe'. - Backup Database backups up your Retain Database ('Retain.fdb') which is located in C:\Program Files\Retain Planner\Server\Data\. The Retain Database stores resources, jobs, components and bookings. - Backup Database does not backup your '.RTN' or '.RDB' files. 4. Select the 'Backup' tab if it is not already selected in Backup Database. 11

Backup and Restore - 'File to Backup:' is the location of your Retain Database. You should accept the default location. - 'Backup File:' is where your backup will be saved. Click on the Browse button to navigate to your destination folder and enter a file name. IMPORTANT - please make sure you add the extension '.fbk' to the end of your file name e.g. 'mybackup.fbk'. Click the Open button. 5. Click on the GO button. Your Retain Database will be backed up. Notes You do not need to change the settings in the 'Backup Options' and 'Restore Options' tabs. They are set up as default to perform normal Retain Database backups and restores. We recommend that you also make a copy of the backup folder on tape or other external medium as a second backup of your data. To find out how to backup all other Retain files, see Backup Notebook. top ^ 3.2 Restore Database On rare occasions, you may need to restore the Retain Database from a backup. Retain Database restore: Before restoring your Retain Database from a backup, you should rename the existing 'Retain.fdb' as the restore will overwrite this. By default, the location of 'Retain.fdb' is C:\Program Files\Retain Planner\Server\Data\. 1. Stop the Retain Server application. - Click on File Exit or the X button in the Retain Server application window. If you do not stop the Retain Server application, then restore will fail. 2. Start the Backup Database from Start Menu > Programs > Retain Planner > Utilities. - Backup Database can also be found in the 'Server' folder - a file called 'RetainBackup.exe'. 3. Select the 'Restore' tab if it is not already selected in Backup Database. - 'File to Restore:' is where the backup will restore to. You should accept the default location. - 'Backup File:' is the location of your backup. Click on the Browse button to find the backup file. 12

Backup and Restore 4. Click on the GO button. Your Retain Database will be restored. top ^ 3.3 Backup Notebooks The following files should be manually backed up: Retain data folder where your Notebook files ('.RTN') and database configuration files ('.RDB' and '.INI') are saved e.g. C:\Program Files\Retain Planner\Client\Data\ System configuration files ('.INI') Manual backup: 1. All users should save their work and exit Retain Planner. 2. Manually copy the Retain data folder and paste it into a backup folder. 3. Manually copy any system configuration files such as 'SvrCnfg.ini', 'ClntCnfg.ini' and 'Servers.ini' etc. and paste into a backup folder. 4. Copy the backup folder to an external medium. top ^ 13

FAQs 4 FAQs Please find explanations for all the Retain Planner applications below: Retain Manager - where you update the charge rates, colour codes, statutory holidays etc. Retain Security Manager - where you edit the fields relating to resources (RESRES), jobs (RESTASK) and bookings (RESBOOK). Retain Planner - where you make bookings and create new views, change the fields that are displayed on the left hand column and add new resources, jobs or components. Connection and Getting Started General Display Reporting Connection and Getting Started My Retain Planner doesn't open. It says 'Could not connect to Server'. Make sure your Retain Server application is running. Where is your Retain server located? This needs to be running in order for you to connect to Retain. a) If the Retain Server application is located on your own machine, you should see a small application at the bottom of your screen, which reads 'Retain Server - 11372'. b) If the Retain Server application is located on a central server, contact your IT administrator to make sure that the server is still running or the Retain Server Service has not been disabled. General How do Retain notebooks work? When I add a new page, it seems to copy the content of the active page to the new page. Resources, Jobs and Components are saved directly into the database when they are created. The pages that you can add are customisable views which sit separate to the database. When you create a new page, you are simply creating another view. Any changes made are reflected on both pages. When the user clicks 'save' on his/her Notebook this is saving the view alone, i.e. the number and content of pages, size of bookings etc. Thus, you and a colleague can both create your own personalised notebooks (collections of pages) and save these anywhere on your local drive, whilst both still accessing the same data from your central database. Is there a way to have it so Retain opens a specific notebook file I use every time I open up Retain Planner? 1. To make your notebook open directly, go to your Retain Planner desktop shortcut and right click-->properties. 2. In the 'Target' box you should show the link to where the executable is and then the link to where the notebook is. e.g. "C:\Program Files\Retain Planner\Client\RetainCLS.exe" "C:\Program Files\Retain Planner \Client\data\Retain.rtn" 3. Once you click on the icon after this it should bring you directly to your notebook. How do Charge Rates work? I have set up my charge rate matrix in Retain Manager and I'm not sure how to use it. In Retain, charge rates are pulled into individual bookings by looking at the charge rate of the Job e.g. C and the grade of the person e.g Senior. In Retain Manager, make sure you have populated your charge rate matrix by clicking on Setup--> Charge 14

FAQs rates. Enter in all your grades, and charge codes for jobs, the standard C for Chargeable, N for Non-Chargeable and V for Vacations/Holidays has already been entered for you. To enter in charge rates in Retain Manager: 1. Open Retain Manager. 2. Click on 'File-->Open' and database will be connected. 3. Select 'Setup-->Charge Rates 4. Double-click on the line for each grade to enter the charge rate per hour, by each charge code. What happens when I create a booking? Does it get saved? When you click 'OK' to create a booking, this is automatically updated and sent back to the central database which is refreshed constantly for the other users to see. What do 'Fields', 'Sort' and 'Selection' mean? In a Retain notebook, there are 3 types of pages that can be created. To create a new page click on 'Notebook-- >Add Page' and select a format. For a 'Wallchart' page: Fields - these are the fields you wish to display down the left hand column of your wallchart. To view the additional fields, you may need to extend the column out by dragging the end line to be wider. Sort - these are the fields that you wish to sort alphabetically in the left hand column. You can choose to sort by several fields, with the highest fields in your list sorted first. Selection - these are the filters you wish to have on your wallchart page e.g. Department = Government. Please note that AND will show only that field, SUBTRACT will show all resources/jobs and not the subtracted field, and if you wish to use 2 similar fields i.e show only 2 departments, use AND for the first operator and ADD for the second and any others. For a 'Calendar' page: Sort - these are the fields that you wish to sort by and view first. Selection - these are the filters you wish to have on your calendar page e.g. SUBTRACT Department = Government would not show the calendar for any resources in the government department. For a 'Report' page: Fields - these are the fields you wish to display in your report as columns. Note that later, you may wish to remove some of these fields if you have sorted by that field too. Sort - these are the fields that you wish to group by. If you choose to sort by a field that has several duplications, the format of the report will be much clearer. You can choose to sort by several fields, with the highest fields in your list sorted first. Selection - these are the fields that you may wish to exclude or only include in your report e.g. Grade = Senior. How do I navigate my calendar page and see more staff? Depending on whether you are viewing the calendar page by resource or by job, you can go to the next record by right-clicking on the calendar and selecting 'Next Record'. You can view which resource or job you are looking at a calendar for by noting the name displayed at the bottom left hand corner of the calendar. 15

FAQs How do I duplicate my bookings for future planning? Right-click on the booking that you wish to duplicate. Select 'Duplicate bookings' from the context sensitive menu. You have the options of duplicating a booking over time, over resources or both. To duplicate over time: 1. Select 'Over Time' and click 'Next'. 2. Choose the duplication period e.g. either yearly, monthly, weekly, daily or custom. 3. Choose the interval period you would like for the duplication (for yearly, monthly or weekly bookings) e.g. every 1 or 2 weeks etc... 4. Select the dates the duplicating bookings should start, depending on the period: Yearly: Select which day of the year. Monthly: Select which day of the month or 'Last day of the month'. Weekly: Select which day(s) of the week. Custom: Select the exact dates. 5. Select when to start duplicating. Default is the first day after the selected booking ends. 6. Select when to stop duplicating. The 'Duplicates' field will show the number of duplications to be made within that period. Default is one duplication. Alternatively, type or use the up/down arrows to change the required number of duplications. Note: Daily and weekly duplication will not copy to weekends, but copies for yearly or monthly duplication might end up in weekends or on statutory holidays. Afterwards, check the duplicates and move them to weekdays if necessary. 7. Check to see if your settings are correct and click on 'Finish' to duplicate the bookings. Yearly: Select which day of the year. Monthly: Select which day of the month or 'Last day of the month'. Weekly: Select which day(s) of the week. Custom: Select the exact dates. To duplicate over resource: 1. Select 'Over Resources' and click 'Next'. 2. Select the resources desired by highlighting them in the 'Available' list and moving them to the 'Selected' list using the '>' button. You can move a resource from the 'Selected' list using the '<' button, add all resources using the '>>' and '<<' buttons. 3. Check to see if your settings are correct and click on 'Finish' to duplicate the bookings. How do I copy a booking? Hold down the 'Ctrl' Key as you drag and drop a booking in a wallchart view. This will duplicate a booking. Note: If you do not hold down 'Ctrl' this booking will only move and not duplicate. How do I use scenarios? I want some of my bookings to look different to the others as they are unconfirmed. To Create a scenario: 1. Create a booking as normal, choose a resource and a job, and then click on 'Show More' at the bottom right hand corner of the Make Booking dialog. 16

FAQs 2. Under the button named 'Additional Fields' you will see a Scenario entry box. Enter in the name of the project or your own name to identify the type of scenario (note using 'unconfirmed' or similar may become confusing for other users) and click 'OK' to create the booking. 3. You will then see that the booking now has a broken outer line border around it to differentiate between scenarios and other bookings. To Delete or Confirm a Scenario: 1. Once you have created a scenario with several bookings under the same scenario name, you may wish to confirm or delete all the bookings for one scenario, once the job is confirmed or cancelled. 2. Click on 'Actions' on the toolbar at the top of the wallchart. Select 'Modify Scenario' and choose the scenario which you would like to edit from the list. 3. You can then choose to delete or confirm this scenario. Deletion removes all bookings made on the wallchart under the scenario name. Confirmation makes all bookings under the scenario name change to a solid outer line like normal bookings. How do I add a new record e.g. resource, job or component? 1. To add a new record, go to the 'Actions' drop down menu at the top of your wallchart, and choose 'Modify Record'. 2. You can then select whether you wish to use a resource, job or component. 3. Once you are in the type of record you wish to alter, click on 'New' to add a new record, 'Edit' to alter an existing record, or 'Delete' to remove a record. I want to show a wallchart page with only 1 colour of bookings displayed, how do I do this? 1. In a new wallchart page, select 'Data' and then 'Selection'. 2. Next to the 'Selection' tab, there is a 'booking' selection tab. Here, you can choose to sort on certain booking fields or create a selection on a type of booking. 3. If you would like to see a wallchart page with only bookings that are 'Billable' for example, you would find the number that correlates to Billable bookings in your colour code dialog in Retain Manager. 4. If this number is shown as 1 for example, in your Retain wallchart, create a selection on the booking tab as 'booking.priority Colour = 1'. 5. To only display those records which have bookings for the time period which you are viewing, check the 'Filter Res/Jobs' check box at the top of the booking tab. Can I disable the edit mode 'abc' password feature? 1. Go to 'Edit' and select 'Change Password' 2. Retain will ask you to enter your original password followed by a new password. 3. Enter 'osdiimspjsoohnn' for the new password (Special disable edit mode password) 4. Now if you click on the edit mode button Retain will not prompt you for the password. My availability limit for special selections is set to 80% by default, how do I change this default to 100%? Select 'File', 'Preferences' and select the 'Availability' tab. If you change the default availability percentage here to 100, your default special selection for availability will show at 100%. 17

FAQs My default display diary in my notebook doesn't match up to the diaries I have set in Retain Manager, why is this? In Retain, there are 3 diaries which need to be checked and kept up to date. Retain Manager - Calculation Diary and Display Diary, select both using the Setup menu. Make sure all changes are saved. The Retain Planner has its own display diary which can be set individually per notebook. This can be accessed using 'View', 'Display Settings' and then selecting 'Display Diary'. Note that if you change your display diary and calculation diary in Retain Manager, this will not automatically adjust in the Retain Notebook (Retain.rtn) that we provide. After changing the diaries in Retain Manager, it is necessary that you change your display diary in the template Retain Planner notebook to match the timings before creating any bookings. All new notebooks that are created will now however automatically have a default display diary that matches with your settings in Retain Manager. Display Is it possible to change the way the date bar along the top of my wallchart looks? Select 'View', 'Display Settings' and in 'Date Scale Settings' select the items you would like to display along the date bar. How do I change what is displayed within my booking bar? 1. Right-click on a booking bar and select 'Booking Bar' and then 'Bar fields'. 2. Select each field from the left-hand column that you would like to add to your display and click on the 'Add ->' button. 3. To remove any fields from the display, select each field from the right-hand column and then click on the '<- Remove' button. (Note if you cannot see the fields you need to enlarge your booking size) 4. Right-click on a booking bar and select 'Booking Bar' and then 'Depth'. Check that the depth has been set to 'Fit fields' or 'Large' to allow space for the fields you might add. Please note that what is displayed within a booking bar is only relevant to the page on which is changed. Other pages that are created will all only show the resource or job name by default. How do I change what is displayed in my hover information tip? 1. Right-click on a booking bar and select 'Booking Bar' and then 'Tips fields'. 2. Select each field from the left-hand column that you would like to add to your tip display and click on the 'Add ->' button. 3. To remove any fields from the display, select fields from the right-hand column and click on each and then the '<- Remove' button. How do I add new colours? If you click on 'View' at the top of your wallchart and then select 'Colour Key', and a colour for a type of booking is not displayed, you may wish to create a new booking colour. The Colour codes dialog in Retain Manager is where you define the colours which will be used on the wallchart and what type of booking each colour will represent. 18

FAQs 1. Open the Retain Manager application. 2. Click on the open icon. This will connect to your database. 3. Select 'Setup' and then 'Colour Codes'. 4. Now, in the colour code tab opened, click on a row in the box on the left of the dialog to select the colour code. The current colour and description are displayed. Up to 36 colours may be defined, using codes 0-9 and A-Z. 5. Click in the 'Description' box and enter a descriptive name for this colour. The description for most of the options has the same description name as the colour code. You may wish to give a description to indicate what that colour represents, such as 'Holiday', 'Proposal' or 'J Smith'. 6. Click on the 'Colour' button to select a new colour. 7. It is best to choose a solid rather than pastel colour, otherwise it can become difficult to read the text on the coloured booking bars in the Retain graphical views. 8. Repeat steps 4 and 5 for each colour code as desired. Reporting How do I use the reporting side of Retain? 1. Create a new notebook page by selecting 'Notebook' from the toolbar along the top, and then 'Add Page'. 2. Choose 'Report' from the options, and add a report name. Click 'OK' and a dialog will open. First, choose the Fields. These are the fields which you wish to display as columns along your report. 3. In 'Fields' click on the down arrow and select which table you would like to pull fields from i.e. the Resource, Job or Booking table. 4. You can choose fields from different tables, however some combinations may not be possible as fields will have been chosen that are not related to bookings. 5. If you find a report cannot be created, it may be possible to create a similar report by producing a report down to the 'booking level' and choosing non-calculated fields from the resource or job table, with all calculated fields being pulled from the booking table. Now select a Date Range. 6. You can either select a date range manually by choosing each date, or you can click on 'Date Type' and choose a date range such as 'Next month' etc. 7. When satisfied, click on 'OK' and your report will be displayed. Press F5 or click on the report. Once you can view your report, you may notice that several fields have duplications e.g. same department or grade etc. Sort by some fields in your Report. 8. These fields are those that you may wish to group by i.e. Sort. 9. Select 'Data' on the toolbar at the top, and select 'Sort'. 10.Choose the fields that you wish to group/sort by. The order that you select them will be the order in which they are sorted. 11.Then click 'OK' to view report. 19

FAQs To remove columns of fields that you have already grouped by and are therefore duplicated again, click on 'Data' and then 'Fields' and click X at the end of the row of the field which you would like to remove. Click 'OK' and your report is complete. Select/Filter on fields in your Report If you wish to exclude or only include certain fields in your report, select 'Data' and then 'Selection' using the filter you require e.g. Resource.Grade = Senior. If you wish to make any additional changes, you can edit any information using the 'Data' menu along the toolbar at the top e.g. Data-->Fields, Sort, Selection or Date Range. How do I create a time series report, where I can see a report that shows me the next few months on the same page? See question above on how to create a report in Retain. If you wish to show several months in one report, create this by adding the same calculated field repetitively e. g. Resource.Name, Resource.Utilisation, Resource.Utilisation, Resource.Utilisation. If you choose a date range similar to 'Next Month' and enter the field 3 times, this will create a report that shows the utilisation for resources for the next 3 months. top ^ 20

Contact us 5 Contact us 5.1 Support services If you have any questions about any of our products, please feel free to contact us. retaininternational USA: 1 877 819 8820 (toll free) UK: 0845 458 8660 Australia: +61 8 8346 2333 World: +44 20 7538 4774 USA fax: 1 928 563 5137 Australia fax: +61 8 8346 2133 World fax: +44 (0)845 458 8661 E-mail: Support: Address: info@retaininternational.com support@retaininternational.com 33 Beaufort Court Admirals Way London E14 9XL United Kingdom top ^ 21

Index - B - Index specification 5 Support 21 system requirements 5 backup 11, 12, 13 Backup Database 11, 12 - C - Creating report 9 - D - data backup 13 database backup 11 - E - Edit Mode 7 - F - FAQ 14 file backup 13 - G - getting started 7 - H - Help 21 - I - install Retain Planner 5 - L - licence 5 - M - minimum requirements 5 - N - notebook files 13 - O - operating system 5 - P - password 7 - Q - Questions 14 - R - Reports creating 9 restore database 12 Retain database 11, 12 Retain Planner 7 Retain Server application 5 - S - Server Problems 14 setup 5 22

retaininternational 33 Beaufort Court Admirals Way London E14 9XL United Kingdom 1 877 819 8820 toll free (USA) 0845 458 8660 (UK) +44 20 7538 4774 (World) info@retaininternational.com www.retaininternational.com 2008... Retain International Limited