RetSoft Admin

Business+ Expert

There is no database created when RetSoft Archive 'Expert' or 'Business+' is being installed. You can find more information under 'Software installation'
In order for RetSoft to work with your database server you need to first create a superuser named 'scansort' in your selected RDBMS (relational database management system) of choice.
This user needs to have permissions to create, read, update and delete databases.
To create a new RetSoft database you can use 'RetSoft Admin'.
You can find 'RetSoft Admin' at the Windows Start menu under program's: "RetSoft Archive" - "Admin".

Logging in to RetSoft Archive admin

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When you run 'RetSoft Admin' you will see the following login-screen:

Enter the location of your database server, and the password for the 'scansort' user. This is the superuser you created earlier. Make sure to select if you’re connecting to a MySQL or Microsoft SQL server database.
If you have never used RetSoft before or you have not selected a database the following screen will be shown:

If there is already a database connected to RetSoft (and it still exists), the following screen will be shown:

Databases

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In case you have never created a RetSoft database before you can create one using 'RetSoft Admin'.
If you have created multiple databases you can switch databases using 'RetSoft Admin' too.
In the event RetSoft has been updated the database might need to be updated too, this can also been done using 'RetSoft Admin'
If you wish to switch between RDBMS you can also use 'RetSoft Admin' to migrate databases between systems.
If you have upgraded from 'RetSoft Archive Pro or Business' to 'RetSoft Archive Expert or Business+' you can import your *.rdb archives into your RDBMS using 'RetSoft Archive Admin.

Creating a database

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To create a new database, select the 'Database' menu and proceed by selecting 'New database...'
You will be prompted to enter your license information:

Upon correctly entering your license information and selecting 'Next' you will be prompted to enter a name for your new RetSoft database:

After selecting 'Next' your new database will be created and automatically connected to.
If RetSoft Archive has been running during this process it is recommended to restart RetSoft Archive.
Select 'Close' in the progress screen that appears and you can now start using your newly created database.

Selecting a database

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To select a database, select the 'Database' menu and proceed by hovering over 'Select existing'.
'RetSoft Admin' will automatically scan your connected RDBMS for any RetSoft Archive databases which will be listed here.
Simply select your database and 'RetSoft Admin' will automatically connect itself and RetSoft Archive to this database.
If RetSoft Archive has been running during this process it is recommended to restart RetSoft Archive.

Updating a database

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To update a database select an outdated RetSoft Archive database first.
The following screen will automatically show and ask you if you wish to convert your database:

Select Yes
The following warning will appear:

ATTENTION: Create a backup of your database before conversion.
If you wish to continue select 'Next'
You will be prompted to enter your license information:

Upon correctly entering your license information and selecting 'Next' the database will be converted.
When this process is finished you can select 'Close', you can now use your previously outdated database again.
If RetSoft Archive has been running during this process it is recommended to restart RetSoft Archive.

Migrating a database

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To migrate a database select 'Migrate Archive' on the main screen of 'RetSoft Admin', make sure to select the correct database you want to migrate first.
The following screen will appear and prompt you to enter a destination:

ATTENTION: Create a backup of your database before migrating.
You can migrate your database to a different RDBMS if you wish to do so.
Keep in mind that this RDBMS needs to have the superuser 'scansort' configured.
Upon selecting 'Next' the following screen will appear:

When also migrating users a password is used to give nonexistant users access to the target database system.
This is required because it is not possible to acquire a users password in the source database system. After conversion these passwords can be reset in 'RetSoft Admin'.
Select 'Next' and 'RetSoft Admin' will start migrating your database, this may take some time.
When the process is finished your new database is created, select 'Close' to return to 'RetSoft Admin'.
You can now either switch to your newly migrated database, or if you have selected a different RDBMS restart 'RetSoft Admin' and connect to this RDBMS to select the newly migrated database.
If RetSoft Archive has been running during this process it is recommended to restart RetSoft Archive.

Importing from Pro or Business

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If you have updated from 'Pro' or 'Business' to 'Expert' or 'Business+' you can select the option 'Import archive from RetSoft Archive Pro or Business' on the main screen of 'RetSoft Admin', make sure to select the correct database you want to migrate into first.
The following screen will appear and prompt you to select a 'Pro' or 'Business' archive file:

ATTENTION: Create a backup of your databases before importing.
The selected archive will be imported into the currently selected database.
Select 'Next' to start the importing process, this may take some time.
When the process is finished your archive will be imported, select 'Close' to return to 'RetSoft Admin'.
If RetSoft Archive has been running during this process it is recommended to restart RetSoft Archive.

Managing users and groups

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By selecting the 'Users' tab you can find an overview of your users:

Here you can add users and usergroups by selecting 'Add', this will show you the following:

A usergroup can simply be added by selecting 'Add' next to 'Group membership'.
You can enable as much users as your license allows you, users are created with use of the 'RetSoft Admin' application and can become member of one or more groups.
Users in the 'Administrators' group will have all rights within RetSoft Archive, to set group rights refer to the chapter Setting access rights.
Usergroups allow you to limit access rights to the archive. In addition you can also select if a user is eligible to use Cloud or Webarchive.
Keep in mind that the email address you enter for a user will be used for the email functionality of Webarchive and as a username for Cloud.

You can disconnect users which are currently active in RetSoft in the subgroup 'Logged in users':

When a user is logged into 'RetSoft Archive' or Webarchive a session will apear here, you can then check the users and disconnect them by selecting 'Logout checked users' if needed.

You can assign an Inbox to a user in the subgroup 'Inboxes':

An inbox is assigned to a user by selecting a directory on your PC:

More information on inboxes can be found in it's respective chapter.

License

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By selecting the 'License' tab you can gain insight into your license information.

You can also enter new license information, mainly used for making changes to your license. For example, when you buy additional clients or decide to add additional modules.

Search and index

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By selecting the 'Search Index' tab you can make changes to the way RetSoft searches through your archive. 

You can select if you want the user to make their own choice in their client, or if you want to force Full-Text search or Linear search on all clients. 
Should it be required, you can also re-generate the search index in this tab.

Updates

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By selecting the 'Updates' tab you can check for new updates of your RetSoft Archive version.

If there is an available update, you can download it and distribute it to other clients on the network.
After distribution all clients connected to your RetSoft database will recieve a notification about updates, if the the checkbox is checked the connected clients will automatically update next time they are started.

Cloud

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By selecting the 'Cloud' tab you can enable or disable Cloud access for your connected clients.

When enabled your database can be synchronized with the Cloud, and you can access your archive from anywhere.

Audit

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By selecting the 'Audit' tab you can enable an Audit-log for your archive.

If you enable logging you can select what type of actions you want to log.
'Default' automatically enables logging on standard user interactions, while 'Complete' enables logging on every action listed.
Keep in mind that enabling too many categories for logging can have a negative impact on the overall performance of RetSoft, as indicated by a warning:

In the instance your log needs to be cleared, this can be done by selecting 'Clear Audit-log'.

The audit-log viewer

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The log can also be viewed using the Audit-log viewer.