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Building the IBMLotusDomino8.5Infrastructure
Course Edition: 1.0
Notices
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Part Number: IBMD8L76
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Table of Contents
Building the IBMLotusDomino8.5 Infrastructure
Lesson 1: Setting Up the First Server andAdministrator
Topic A. Analyzing a Deployment Plan . . . . . . . . . . . . . . . . . . . . . . . . . 2
Planning Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Planning Guidelines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Worldwide Corporation Deployment Plan . . . . . . . . . . 13
Supported Platforms and System Requirements . . . . . . . . . 13
Topic B. Installing the IBM Lotus Domino Server Software . . . . . . . 13
Lotus Domino Server Installation Types . . . . . . . . . . . . . . . . . 14
Topic C. Installing the IBM Lotus Domino Administrator ClientSoftware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
The Lotus Notes 8.5 Client Standard and BasicConfigurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
What is Eclipse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Client Installation Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
What is Lotus Expeditor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Expeditor Component Packaging . . . . . . . . . . . . . . . . . . . . 21
Eclipse Update Sites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Automated Installation Options for Eclipse Components. . 22
Multiple Users Sharing One Workstation. . . . . . . . . . . . . . . . . 22
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Topic D. Launching and Configuring the First Server . . . . . . . . . . . . . . 25
The Server Setup Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
The Domino Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Replicas of the Domino Directory . . . . . . . . . . . . . . . . . . . . . 26
Comparing Domains and Organizations . . . . . . . . . . . . . . . 27
Purposes of Organizational Units . . . . . . . . . . . . . . . . . . . . . . 29
Alternatives to Organizational Units. . . . . . . . . . . . . . . . . . . . 30
Descendants of the Organization Certifier . . . . . . . . . . . . . . 32
Organization Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Organization Certifier ID Security . . . . . . . . . . . . . . . . . . . . . . 32
Authentication Between Organizations . . . . . . . . . . . . . . . . 33Country Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Server Audience Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
The Lotus Domino Server Log . . . . . . . . . . . . . . . . . . . . . . . . . 36
Administrator Group Security Options . . . . . . . . . . . . . . . . . . 36
Topic E. Configuring the First Workstation. . . . . . . . . . . . . . . . . . . . . . . . 40
The Client Configuration Program . . . . . . . . . . . . . . . . . . . . . 40
Topic F. Assigning Roles to Administrators and Servers . . . . . . . . . . . . 41
Access in the Domino Directory . . . . . . . . . . . . . . . . . . . . . . . 42
The Special Privilege of the LocalDomainAdmins Group . . 42
Privileges the LocalDomainAdmins Group Lacks. . . . . . . . . 42
Lesson 2: Adding IBMLotusDominoServers
Topic A. Registering Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
The Server Registration Process . . . . . . . . . . . . . . . . . . . . . . . 47
Domino Directory Access for Registering Servers . . . . . . . . . 47Need for Selecting a Registration Server . . . . . . . . . . . . . . . 47
Server ID File Storage Options . . . . . . . . . . . . . . . . . . . . . . . . . 48
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Topic B. Configuring and Starting Additional IBM Lotus Domino
Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
The Standard Directory Structure . . . . . . . . . . . . . . . . . . . . . . 51
The Central Directory Structure . . . . . . . . . . . . . . . . . . . . . . . 52Replicating a Subset of Documents in the DominoDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Server Setup Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Clearing the Server ID Password. . . . . . . . . . . . . . . . . . . . . . . 53
Lesson 3: Adding IBMLotus NotesClients
Topic A. Creating an Organizational Unit Certifier . . . . . . . . . . . . . . . . 60
The Certifier Registration Process . . . . . . . . . . . . . . . . . . . . . . 61
The Certification Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Administrator Access to Register OU Certifiers . . . . . . . . . . . 62
Need for Selecting a Registration Server. . . . . . . . . . . . . . . . 62
Topic B. Registering New Administrators . . . . . . . . . . . . . . . . . . . . . . . . 64
User Registration Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Administrator Access to Register Users . . . . . . . . . . . . . . . . . 66
The License Tracking Database . . . . . . . . . . . . . . . . . . . . . . . 66
Internet Password Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Internet Password Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
ID File Distribution Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Topic C. Registering Users from a File . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
User Registration Text Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
How to Register Users from a Text File . . . . . . . . . . . . . . . . . . . 72
Topic D. Replicating Server Document Changes . . . . . . . . . . . . . . . . . 72
Domino Directory Document Synchronization. . . . . . . . . . . 73
Topic E. Setting Up an Administrator Workstation . . . . . . . . . . . . . . . . . 75
Workstation Setup for Additional Workstations . . . . . . . . . . . 75
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Topic F. Verifying the IBM Lotus Domino Installation . . . . . . . . . . . . 77
The Lotus Domino Administrator. . . . . . . . . . . . . . . . . . . . . . . 77
Topic G. Creating Replicas on Multiple Servers . . . . . . . . . . . . . . . . . . 79
The Administration Process . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Components of the Administration Process . . . . . . . . . . . . . 79
Database Tools in Domino Administrator . . . . . . . . . . . . . . . 80
Timing and Execution of Administration Process Requests . 80
Lesson 4: Administering Users
Topic A. Creating Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Nested Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
The Deny List Only Group Type . . . . . . . . . . . . . . . . . . . . . . . . 89
Group Precedence in Database Access . . . . . . . . . . . . . . . 89
Auto-populated Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Topic B. Creating an Organizational Policy. . . . . . . . . . . . . . . . . . . . . . 93
Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Policy Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Policy Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Settings Document Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Policy Precedence Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Static and Dynamic Settings. . . . . . . . . . . . . . . . . . . . . . . . . . 96
Policy Management Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Policy Management Development Tools . . . . . . . . . . . . . . . 97
Use of an Organizational Policy . . . . . . . . . . . . . . . . . . . . . . . 97
Topic C. Creating and Assigning an Explicit Policy . . . . . . . . . . . . . . . 98Policy Assignment Methods . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Policy Assignment During Registration. . . . . . . . . . . . . . . . . . 99
Dynamic Policy Assignments . . . . . . . . . . . . . . . . . . . . . . . . . 102
The Effect of Multiple Policies . . . . . . . . . . . . . . . . . . . . . . . . . 102
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Lesson 5: Setting Up Server Administration
Topic A. Customizing the IBM Lotus Domino Administrator WorkEnvironment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Administration Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . 109Lotus Domino Server Console Administration Tasks . . . . . . . 109
Message Color-Coding on the Server Console . . . . . . . . . . 109
Topic B. Setting Access to Create Databases on the Server . . . . . . . . 1 1 3
Server Access Control Mechanisms. . . . . . . . . . . . . . . . . . . . 113
Restrictions for Authorizing Server Access . . . . . . . . . . . . . . . 113
User Access to the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
When to Restart the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Topic C. Setting Administration Levels . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Administration Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Administration Level Details . . . . . . . . . . . . . . . . . . . . . . . . . . 118
The Full Access Administrator Level . . . . . . . . . . . . . . . . . . . . 119
Full Access Administrator Best Practices . . . . . . . . . . . . . . . . 119
The Domino Web Administrator . . . . . . . . . . . . . . . . . . . . . . . 120
Administration Levels and the Lotus Domino Web
Administrator Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Topic D. Setting Logging Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
The Domino Server Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
The Notes.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Logging Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Lesson 6: Synchronizing IBMLotusDomino
System Databases
Topic A. Creating Server Groups for Replication. . . . . . . . . . . . . . . . . . 130
Server Databases to Replicate. . . . . . . . . . . . . . . . . . . . . . . . 131
Server Groups and Replication . . . . . . . . . . . . . . . . . . . . . . . 131
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Topic B. Creating a Connection Document . . . . . . . . . . . . . . . . . . . . . 132
Replication Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Replication Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Methods for Forcing Replication . . . . . . . . . . . . . . . . . . . . . . 136
Pull Push Replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Multiple Replication Hubs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Critical Application Scheduling . . . . . . . . . . . . . . . . . . . . . . . 139
Replication Schedule Criteria. . . . . . . . . . . . . . . . . . . . . . . . . 139
Lesson 7: Configuring Basic Intranet Mail Routing
Topic A. Configuring Notes Named Networks. . . . . . . . . . . . . . . . . . . . 148
Checklist for Configuring Basic Intranet Mail Routing . . . . . 149
Mail Routing Components . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Mail Routing Behavior Within and Between NNNs . . . . . . . . 152
Topic B. Implementing a Hub-and-Spoke Mail Routing Topology . . . 158
The Hub-and-Spoke Mail Routing Topology . . . . . . . . . . . . . 159
How Mail Routes in the Hub-and-Spoke Topology . . . . . . . . 159
Opportunistic Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Connection Document Mail Routing Options . . . . . . . . . . . 161
Router Types and Connection Documents . . . . . . . . . . . . . 161
Topic C. Selecting a Mail Storage Format for Incoming Mail . . . . . . . . 165
Mail Storage Formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
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Lesson 8: Configuring Mail Routing to the Internet
Topic A. Enabling the SMTP Listener Task . . . . . . . . . . . . . . . . . . . . . . . . 172
Checklist for Configuring Mail Routing to the Internet . . . . . 173
SMTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
SMTP Implementation Scenarios . . . . . . . . . . . . . . . . . . . . . . 175
SMTP Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Internet Mail Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
The SMTP Listener and Router Tasks . . . . . . . . . . . . . . . . . . . . 178
Methods for Enabling SMTP . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Topic B. Configuring Basic SMTP Settings . . . . . . . . . . . . . . . . . . . . . . . . 179
SMTP Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Topic C. Restricting Internet Mail Delivery . . . . . . . . . . . . . . . . . . . . . . . 184
SMTP Inbound Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
SMTP Outbound Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Message Relay Prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
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Topic D. Enabling Whitelist and Blacklist Filters . . . . . . . . . . . . . . . . . . . 188
What Are DNS Whitelist Filters? . . . . . . . . . . . . . . . . . . . . . . . . 188
The DNS Whitelist Filter Query Process . . . . . . . . . . . . . . . . . . 188
Enabling DNS Whitelist Filters . . . . . . . . . . . . . . . . . . . . . . . . . . 189
What Happens When a Host is Found in the DNS Whitelist?. 189
DNS Whitelist Filter Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
What are DNS Blacklist Filters?. . . . . . . . . . . . . . . . . . . . . . . . . 191
Enabling DNS Blacklist Filters . . . . . . . . . . . . . . . . . . . . . . . . . . 191
What Happens When a Host is Found in the DNS Blacklist? . 192
What are Private Whitelist Filters? . . . . . . . . . . . . . . . . . . . . . . 193
Enabling Private Whitelist Filters . . . . . . . . . . . . . . . . . . . . . . . 194What Happens When a Host is Found in the PrivateWhitelist?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
What Are Private Blacklist Filters? . . . . . . . . . . . . . . . . . . . . . . 195
Enabling Private Blacklist Filters. . . . . . . . . . . . . . . . . . . . . . . . 195
What Happens When a Host is Found in the PrivateBlacklist? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Order of Whitelist and Blacklist Precedence. . . . . . . . . . . . . 197
How to Enable Whitelist and Blacklist Filters . . . . . . . . . . . . . . 197Topic E. Configuring Extended SMTP (E/SMTP) Options . . . . . . . . . . . . 199
E/SMTP Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Topic F. Configuring Internet Addressing. . . . . . . . . . . . . . . . . . . . . . . . 199
When to Set Internet Addresses . . . . . . . . . . . . . . . . . . . . . . . 200
Internet Address Lookup Options. . . . . . . . . . . . . . . . . . . . . . 200
Topic G. Testing SMTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
An Implementation of SMTP Routing . . . . . . . . . . . . . . . . . . . 203
Lesson 9: Establishing Mail Controls
Topic A. Configuring Router Restrictions . . . . . . . . . . . . . . . . . . . . . . . . 208
Mail Restrictions and Controls. . . . . . . . . . . . . . . . . . . . . . . . . 209
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Topic B. Implementing Message Disclaimers . . . . . . . . . . . . . . . . . . . . 211
Message Disclaimers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
The Message Disclaimer Implementation Process. . . . . . . . 211
Options for Attaching Disclaimers . . . . . . . . . . . . . . . . . . . . . 212
Enabling Server Message Disclaimers . . . . . . . . . . . . . . . . . . 212
Creating Message Disclaimer Policy Settings . . . . . . . . . . . . 213
Using Message Disclaimers in S/MIME Messages . . . . . . . . . 213
Topic C. Implementing Mail Delivery Controls . . . . . . . . . . . . . . . . . . . 215
Delivery Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Topic D. Implementing Mail Transfer Controls . . . . . . . . . . . . . . . . . . . 218
Mail Transfer Controls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Topic E. Configuring Multiple Server Mailboxes . . . . . . . . . . . . . . . . . . 220
Benefits of Multiple Mailboxes. . . . . . . . . . . . . . . . . . . . . . . . . 220
Lesson 10: Implementing Mail Rules and StorageLimits
Topic A. Creating and Activating a Server Mail Rule . . . . . . . . . . . . . . 224
Mail Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
How Mail Rules Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Mail Rule Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Activating a Server Mail Rule . . . . . . . . . . . . . . . . . . . . . . . . . 228
Topic B. Enabling Mail Journaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Mail Journaling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Journaling and Mail Rules Interactions . . . . . . . . . . . . . . . . . 231
Journaling and Mail Routing. . . . . . . . . . . . . . . . . . . . . . . . . . 232
Journaling and Server Configuration . . . . . . . . . . . . . . . . . . 232
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Topic C. Implementing Blacklist Tag and Whitelist Tag Mail RuleConditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Tag Mail Rule Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Field Names Associated with Tags . . . . . . . . . . . . . . . . . . . . . 237Options for Creating Rules with Blacklist or Whitelist Tags. . . 237
Topic D. Establishing Mail Quotas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Quotas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Quota Implementation Options . . . . . . . . . . . . . . . . . . . . . . 238
Quota Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
How to Establish Mail Quotas . . . . . . . . . . . . . . . . . . . . . . . . . 240
Topic E. Controlling Inbox Size with Inbox Maintenance . . . . . . . . . . . 2 4 2
Inbox Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Use the Inbox Maintenance Feature to Control Inbox Size . 243
Topic F. Archiving Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Archiving. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Benefits of Archiving and Policies. . . . . . . . . . . . . . . . . . . . . . 247
Archive Policy Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
The Archive Policy Settings Document . . . . . . . . . . . . . . . . . 248
Archive Criteria Settings Document . . . . . . . . . . . . . . . . . . . 249
Lesson 11: Monitoring Mail
Topic A. Verifying Routing and Checking Mail Delivery. . . . . . . . . . . . 258
Checklist for Verifying Mail Routing . . . . . . . . . . . . . . . . . . . . 259
Checklist for Monitoring Mail. . . . . . . . . . . . . . . . . . . . . . . . . . 260
Types of Misdelivered Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Checking Mail Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Topic B. Enabling Mail Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Mail Statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Topic C. Enabling Message Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Message Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
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Topic D. Configuring Message Recall . . . . . . . . . . . . . . . . . . . . . . . . . . 266
What is Message Recall?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Message Recall Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Configuring the Message Recall Feature . . . . . . . . . . . . . . . 267
Lesson 12: Resolving Common Mail RoutingProblems
Topic A. Sending a Mail Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Common Causes for Mail Routing and Delivery Problems . 273
Troubleshooting Stages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
The Mail Trace Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Topic B. Restarting the Router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
When to Restart the Router . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Topic C. Forcing Mail Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
When to Force Mail Routing . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Topic D. Resolving Undelivered and Dead Mail . . . . . . . . . . . . . . . . . . 278
The Delivery Failure Process . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Appendix A: Solutions to Practice Activities
Topic A. About This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Lesson Lab Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Appendix B: The Worldwide CorporationInfrastructure Plan
Appendix C: Certification and Exam Competencies
Appendix D: Instructor Preparation
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
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About This CourseAs an IBM Lotus Domino administrator, it is possible that you might beasked to assist in the installation and management of IBM Lotus Dominoand Lotus Notes.
This course covers installing and configuring a basic IBM Lotus
Domino 8.5 and IBM Lotus Notes 8.5 infrastructure with a singledomain using an existing deployment plan. This course also covers set-ting up replication and mail routing in the single-domain environment.
This two-day course is instructor-led, classroom training where theinstructor presents course materials to a group of students in a class-room. The course materials provide extensive background information,procedural tables, and best practice tips.
Course Description
Target StudentThe target audience for this course is system administrators who arenew to Lotus Domino 8.5, who have a general understanding of theLotus Domino and Lotus Notes administration environment, and who willbe responsible for initial installation and configuration of a basic LotusDomino and Lotus Notes 8.5 infrastructure, as well as configuration ofDomino mail servers in corporate intranet and extranet (i.e. Internet)environments.
Course PrerequisitesThe prerequisites for this course include completion of the IBMLotus
Domino 8.5 System Administration Operating Fundamentals (D8L75)course, or equivalent knowledge, skills, and experience.
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How to Use This Book
As a Learning GuideEach lesson covers one broad topic or set of related topics. Lessons arearranged in order of increasing proficiency with Lotus Domino and LotusNotes; skills you practice in one lesson are used and developed in subse-quent lessons. For this reason, you should work through the lessons insequence.
Each lesson is organized into results-oriented topics. Topics include all therelevant and supporting information you need to master Lotus Domino andLotus Notes, and activities allow you to apply this information to practicalhands-on examples.
As a Review ToolSome of the information covered in class may not be relevant to your envi-ronment immediately, but it may become important later on. For this reason,we encourage you to spend some time reviewing the topics and activitiesafter the course. The course can also be used in preparation for Lotus certi-fication exams.
As a ReferenceThe organization and layout of the book make it easy to use as a learningtool and as an after-class reference. You can use this book as a first source
for definitions of terms, background information on given topics, and sum-maries of procedures.
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Course ObjectivesAfter completing this course, you should be able to:
Set up the first server and the administrator.
Add Lotus Domino servers.
Add Lotus Notes clients.
Administer users by creating groups and implementing policies.
Set up server administration.
Synchronize Lotus Domino system databases.
Configure basic intranet mail routing.
Configure mail routing to the Internet.
Establish mail controls.
Implement mail rules and storage limits.
Monitor mail.
Resolve common mail routing problems.
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Instructor Client
It is strongly recommended that you have a separate computer to install asthe instructors Lotus Notes and Lotus Domino Administrator client. If you donot have a separate client computer, you can install the client software on
the instructors Domino server, but this is not the optimal configuration. Thefollowing requirements assume that you will have a separate client computerfor the instructor.
At least 512 MB of RAM; 1 GB is recommended.
A Pentium Class processor.
An SVGA (or better) video card and color monitor. Support for 256 col-ors, 1024 x 768 resolution.
At least 2 GB of free hard disk space.
A mouse or other pointing device.
A CD-ROM drive or access to a network file server for installation.
A projection system or mechanism for the instructors computer screen. IP networking capabilities.
Internet access (recommended).
Student Machines
Each student will have one computer on which to install and configure boththe Domino server software and the Lotus Notes and Domino Administratorclient software. The following list identifies the hardware requirements forthe student machines.
At least 1 GB of RAM; 2 GB is recommended.
A Pentium Class or higher processor and compatibles; a Pentium 4, 2.6GHz or higher processor is recommended.
An SVGA (or better) video card and monitor. Support for 256 colors,800 x 600 resolution.
At least 3 GB of free hard disk space.
A mouse or other pointing device.
A CD-ROM drive or access to a network file server for installation.
IP networking capabilities.
Internet access (recommended).
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Software
Instructor (Hub) Server
The following list identifies the software requirements for the instructor
server machine. Please note that proper licensing for all software is requiredand is the responsibility of the training organization.
Microsoft Windows Server 2003 Standard Edition (Service Pack 1 isnot required but recommended), Microsoft Windows Server 2003Enterprise Edition with Service Pack 2, or Microsoft Windows Server2008 Standard or Enterprise Edition.
The latest version of Java.
Lotus Domino 8.5 Enterprise Server.
A host name resolution mechanism, either through DNS or a hosts file.
Instructor Client
The following list identifies the software requirements for the instructor clientmachine. Please note that proper licensing for all software is required and isthe responsibility of the training organization.
Microsoft Windows XP Professional with Service Pack 2. (If you pre-fer to use Windows Vista, be aware that the course was notdeveloped and tested using that configuration.)
The latest version of Java.
IBM Domino Administrator 8.5.
IBM Lotus Notes 8.5, Standard configuration.
A host name resolution mechanism, either through DNS or a hosts file. IBM Lotus Symphony Presentations or Microsoft PowerPoint
Viewer.
Student Machines
The following list identifies the software requirements for the studentmachines. Please note that proper licensing for all software is required andis the responsibility of the training organization.
Microsoft Windows Server 2003 Standard Edition (Service Pack 1 is notrequired but recommended), Microsoft Windows Server 2003 EnterpriseEdition with Service Pack 2, or Microsoft Windows Server 2008 Stan-
dard or Enterprise Edition. The latest version of Java.
Lotus Domino 8.5 Enterprise Server.
IBM Domino Administrator 8.5.
IBM Lotus Notes 8.5, Standard configuration.
A host name resolution mechanism, either through DNS or a hosts file.
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Version Note
This course was tested using the GA release of IBM Lotus Domino 8.5.
Class Setup
Preparing for an ILO Class ExperienceInstead of a traditional classroom instructor-led class, you may be takingthis course as an instructor-led online class. If you are participating in anonline class experience, you should:
Verify that you have the dial-in number for participants.
If necessary, verify that you have the conference reference name ornumber and password, if required, to the conference.
Verify that you have the appropriate support contact information:
Technical support: To help resolve connection issues.
Content support: To answer questions about the materials pre-sented in class.
Process support: To assist with understanding how an ILO class iscarried out and assure that participation is appropriate.
Test your ability to connect to the course with the equipment you planto use during the course. This will allow you to:
Test connectivity to the providers server.
Download any applications or plug-ins required. Become familiar with the online interface.
Note: Some training providers will schedule a separate test sessionprior to your course to allow you to test connectivity; otherwise, youshould plan to do this just prior to the courses start time. Your trainingcenter will provide the necessary information and instructions to youprior to your class start date.
Lotus Domino Naming Used in the CourseThis course uses the following hierarchical naming scheme.
Table 0-1: Domino naming scheme
Naming compo-nent
Classroom implementation
Organizationcertifier
/WWCorp
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Naming compo-nent
Classroom implementation
Domain WWCorp
Organizationalunit certifiers
SVR/WWCorpEast/WWCorpWest/WWCorp
Domino server names Domino administrator user
names
Instructor Hub/SVR/WWCorp Doctor Notes/WWCorp
Students East01/SVR/WWCorp
East02/SVR/WWCorp
East03/SVR/WWCorp
East04/SVR/WWCorpEast05/SVR/WWCorp
East06/SVR/WWCorp
West01/SVR/WWCorp
West02/SVR/WWCorp
West03/SVR/WWCorp
West04/SVR/WWCorp
West05/SVR/WWCorp
West06/SVR/WWCorp
Admin East01/East/WWCorp
Admin East02/East/WWCorp
Admin East03/East/WWCorp
Admin East04/East/WWCorpAdmin East05/East/WWCorp
Admin East06/East/WWCorp
Admin West01/West/WWCorp
Admin West02/West/WWCorp
Admin West03/West/WWCorp
Admin West04/West/WWCorp
Admin West05/West/WWCorp
Admin West06/West/WWCorp
Instructor serv-ers computername
Hub
Instructor serv-ers host name
hub.wwcorp.com
Instructor clientscomputer name
Instructor
Instructor clientshost name
instructor.wwcorp.com
Student com-puter names
East01 through East06and West01 throughWest06
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Naming compo-nent
Classroom implementation
Student hostnames
east01.wwcorp.comthrough
east06.wwcorp.com andwest01.wwcorp.comthroughwest06.wwcorp.com
List of Course FilesThe following table outlines the files used in the course or provided as addi-tional tools.
Table 0-2: Required course files
File name Function
Reg_East.txt
Reg_West.txtLesson 3 Used for registering usersfrom text files.
Rep_dd.txt Used throughout the course for replicat-ing the Domino Directory to allclassroom servers.
D8L76 Agent.nsf Lesson 2 Used for adding fields to theServer document.
Test.abc Lesson 10 Used for demonstrating
mail rules.
MailAgent.nsf Lesson 11 Used for sending mes-sages for tracking purposes.
D8L76.ppt Instructor presentation file.
Checklist of Classroom Setup TasksComplete the following tasks to set up the classroom prior to the start ofclass or when indicated in an instructor note during the class. Detailed pro-
cedures for each task appear on the following pages.
Table 0-3: Classroom setup tasks
Task Procedure
1 If necessary, uninstall Lotus Domino and Lotus Notes on allservers and clients.
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Task Procedure
2 Create the hosts file.
3 Install the course files.
4 Complete the individual lesson setups for Lessons 3, 8, 10,and 11.
Task 1: If Necessary, Uninstall Lotus Dominoand Lotus Notes on all Servers and ClientsAt the beginning of class, the instructor (Hub) server and all student com-puters should have only Windows Server and Java installed. The instructorclient computer should have only Windows XP Professional, Java, and IBM
Lotus Symphony Presentations or Microsoft PowerPoint
Viewer installed. Ifthe machines have been used as Domino servers or Lotus Notes clients,you will need to uninstall Lotus Domino and Lotus Notes from the machinesto enable guiding students through the installation of both products. See theLotus Domino documentation for detailed steps.
Task 2: Create the Hosts FileUse any text editor to edit the hosts file on each classroom machine toinclude the IP address and server names as shown in the following table.You can use any IP addresses that are appropriate for your classroom envi-ronment.
Table 0-4: IP addresses and server names for the hosts file
IP address Hierarchical name Host name
HubIPaddress Hub/SVR/WWCorp hub.wwcorp.com
IPaddress East01/SVR/WWCorp East01.wwcorp.com
IPaddress East02/SVR/WWCorp East02.wwcorp.com
IPaddress East03/SVR/WWCorp East03.wwcorp.com
IPaddress East04/SVR/WWCorp East04.wwcorp.com
IPaddress East05/SVR/WWCorp East05.wwcorp.com
IPaddress East06/SVR/WWCorp East06.wwcorp.com
IPaddress West01SVR/WWCorp West01.wwcorp.com
IPaddress West02/SVR/WWCorp West02.wwcorp.com
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IP address Hierarchical name Host name
IPaddress West03/SVR/WWCorp West03.wwcorp.com
IPaddress West04/SVR/WWCorp West04.wwcorp.com
IPaddress West05/SVR/WWCorp West05.wwcorp.com
IPaddress West06/SVR/WWCorp West06.wwcorp.com
Task 3: Install the Course FilesFollow these steps to install the \D8L76 course folder on the instructorsserver and client.
Table 0-5: Install the course files
Step Action
1 To install the course files from the CD-ROM, insert the course CD intothe instructors server machine.
2 On the CD-ROM, open the D8L76 folder.
3 Double-click the D8L76dd.exe file.
4 Repeat the above steps on the instructor client machine.
The executable will copy the following files to the specified locations, creat-
ing the \lotus_ed\ directory and all necessary sub-directories, if required.These files will be present on both the instructor server and instructor clientmachines.
Table 0-6: Course data files
Directory Files copied
\D8L76 Files:
Rep_dd.txt
Reg_East.txt
Reg_West.txt
D8L76.ppt
Test.abc
Databases:
D8L76 Agent.nsf
MailAgent.nsf
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Task 4: Complete the Individual LessonSetups for Lessons 3, 8, 10, and 11The following tasks should be completed before beginning the specified
lesson or when indicated in an instructor note.Lesson 3
Complete the following tasks.
Table 0-7: Lesson 3 setup tasks
Task Action
1 Use Domino Designer to copy the Set D8L76 fields agent from the sup-plied D8L76 Agent.nsf file to the Domino Directory on Hub/SVR/WWCorp. Use Domino Administrator to select all Server documents andrun the agent to perform the following:
Add LocalDomainServers and Doctor Notes/WWCorp to the Server
documentSecurity tabCreate new replicas field to enable theAdministration Process to create a new replica.
Remove current contents of the Full Access Administrators fieldand add Doctor Notes
Set Adminp interval to 5 minutes.
Set the time that Adminp performs daily requests to noon.
2 Copy Rep_dd.txt to the instructors Domino data directory.
3 Copy the following files to the instructors Notes data directory:
Reg_East.txt
Reg_West.txt
Lesson 8
If necessary, add Doctor Notes (or any account that you might use) to theACL of the Mail.box on Hub/SVR/WWCorp, with Manager access and allpermissions. This enables a demo in this lesson in which you view docu-ments in Mail.box.
Lesson 10
Complete the following tasks.
Table 0-8: Lesson 10 setup tasks
Task Action
1 Copy Test.abc to the instructors server data directory, or to a locationwhere students will be able to access it.
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Task Action
2 Create two or three mail rules.
Lesson 11Complete the following tasks.
Table 0-9: Lesson 11 setup tasks
Task Action
1 Send mail that cannot be delivered to show dead and undelivered mail.
2 Copy the Send multiple mail messages for D8L76 agent from thesupplied MailAgent.nsf file to your (Doctor Notes) mail file.
3 Run the agent to send messages to students for tracking purposes.
Course IconsThe following table explains the icons used in this course.
Table 0-10: Course Icons
Icon Description
An activity is a student-centered learning process that allows students tolearn by performing a task. Activities can be instructor-led or completedindependently.
Scenario information is used to introduce an activity problem or goal.Scenarios use fictitious people and organizations to present details, prob-lem statements, and parameters that are used to complete the activity orlab exercise.
Caution statements are included in the courseware to make studentsaware of potential negative consequences of an action, setting, or deci-sion, that are not easily known.
Tips and notes provide additional information, guidance, or a hint about atopic or task.
An Instructor Note is a special comment to the instructor regarding deliv-
ery, classroom strategy, classroom tools, exceptions, and other specialconsiderations. The Instructor Note is included in the Instructor Guideonly.
Display Slide provides a prompt to the instructor to display a specificslide. The Display Slide icon is included in the Instructor Guide only.
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Setting Up the First Server andAdministrator
Topic A: Analyzing a Deployment Plan
Topic B: Installing the IBM Lotus Domino Server Software
Topic C: Installing the IBM Lotus Domino Administrator ClientSoftware
Topic D: Launching and Configuring the First Server
Topic E: Configuring the First Workstation
Topic F: Assigning Roles to Administrators and Servers
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Introduction
Planning is a critical step in the process of implementing an IBM LotusNotes and IBM Lotus Domino environment.
Worldwide Corporation has decided to use Lotus Notes and Lotus Dominoas their international standard for messaging and collaboration. Worldwidehas gone through extensive planning to determine their mail and applicationrequirements and to identify how Lotus Notes and Lotus Domino canaccommodate those requirements.
As a result of their planning, Worldwide has designed a deployment plan todescribe how they will implement Lotus Notes and Lotus Domino throughoutthe corporation.
This lesson covers basic guidelines and considerations to use when plan-ning a Lotus Notes and Lotus Domino implementation and introducesWorldwides deployment plan and implementation checklist.
Note: Since this is not a planning course, in-depth planning issues are not dis-cussed. This lesson presents high-level planning considerations and guidelines thatwill help position Worldwides deployment plan.
Worldwides implementation checklist is an example of a typical checklist that mightbe used to install and set up a basic Lotus Domino infrastructure. The checklist willbe used as the basis for this course. It will be revisited in each lesson to demon-strate progress.
After completing this lesson, you should be able to:
Review a sample deployment plan implementation.
Install the Lotus Domino server software.
Install the Lotus Domino Administrator client software.
Launch and configure the first server.
Configure the first workstation.
Assign roles to administrators and servers.
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Topic A: Analyzing a Deployment Plan
Planning Considerations
When planning a Lotus Domino infrastructure:
Determine the business problems to be addressed.
Examine the organizational structure.
Design the Lotus Domino environment around the organizational struc-ture.
The Lotus Domino infrastructure should enhance and support the organiza-tional structure.
Integration with other IBM productsAs you plan the Lotus Domino infrastructure, also consider how it needs tointegrate with other organizational software and systems. Lotus Domino 8.5has been designed specifically to work with the following IBM products:
IBM Lotus Sametime
IBM Lotus Quickr
IBM Lotus Connections
IBM WebSphere Portal
IBM Lotus Notes Traveler
Checklist: Planning the Lotus Domino environmentWorldwide Corporation used the following checklist to plan their infrastruc-ture.
Task Procedure
1 Identify structure of organization.
2 Create planning team.
3 Identify tracking mechanism.
4 Define the business problem.
5 Identify how Lotus Domino can address the business problem.
6 Identify access needs.
7 Identify hardware requirements (site map).
8 Identify server roles.
A
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Task Procedure
9 Select location for servers.
10 Identify network protocol(s) and network changes.
11 Choose replication topology.
12 Identify directory strategy.
13 Select mail routing strategy.
14 Develop naming scheme.
15 Define security.
16 Determine sever configurations.
17 Determine client configurations.
18 Determine rollout strategy.
19 Determine education strategy.
Planning Guidelines
Several areas need to be considered when planning a Lotus Domino infra-structure. It is important to determine and follow guidelines to ensure that alltasks are properly carried out.
Note: The Planning Guidelines table presents some basic guidelines to use whenplanning a Lotus Notes and Lotus Domino infrastructure. This course does not coverhow to plan an infrastructure. However, you can use this table as a planning refer-ence.
Guidelines for planning tasksThe following table provides some guidelines for planning tasks.
Topic A: Analyzing a Deployment Plan
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Task Guidelines
Identify structure oforganization:
Examine current struc-ture.
Validate with upper man-agement.
Design Lotus Dominoinfrastructure aroundorganization.
Determine:
Geographic layout of the organization
Mobile considerations
Number of users and where they are located
Business model
Work environment
Infrastructure
Communication
Future plans
Key departmental considerations
Decision makers
Create planning team. Identify decision makers (based on size of com-
pany, will be different roles).
Identify the skills required to design the LotusDomino infrastructure.
Assign individuals/job titles to the skills.
Identify gaps in skills and/or human resources.
Ensure approval from upper management.
Identify tracking mechanismto:
Record planningprogress.
Allow adjustment ofgoals as necessary.
Keep users informed.
Serve as a project man-agement tool.
Identify:
The types of information to ask:
Dates
Timelines
Budget
How will the information be used?
Who will contribute to it?
How it will be updated and managed?
Suggested tracking mechanisms, such as:
Lotus Domino Web application located on a testserver
Existing project management software
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Task Guidelines
Define the business prob-lem.
Typical business problems include:
Knowledge management
Process
Communication
Extended enterprise
Identify how Lotus Dominocan address the businessproblem.
Basic Lotus Domino solutions include messagingand/or workflow:
E-mail/PIM
Broadcast/Reference
Discussion
Tracking/Workflow
Identify access needs. Identify:
Current and future user information accessrequirements
User location access requirements
Lotus Domino hardware requirements
Changes to existing hardware based on userneeds and Lotus Domino requirements
Identify hardware require-ments (site map).
Identify factors affecting hardware infrastructure,such as budget and expertise.
Determine operating system(s) for Lotus Dominoservers.
Identify Lotus Domino specifications.
Determine need for clustering and/or partitionedservers.
Determine backup strategy.
Identify current hardware infrastructure (create asite map).
Determine changes to current hardware infrastruc-ture to support Lotus Domino.
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Task Guidelines
Identify server roles. Determine the roles of Lotus Domino servers
based on the business problem. For example:
Application/Web
Hub
Communication
Certificate Authority
Firewall/Gateway
Select location for servers. Assign roles to servers in locations based on:
Organizational structure
Business problem(s)
User needs Hardware requirements
Update the site map by specifying which serversbelong in each location.
Identify network protocol(s)and networking changes.
Identify network connections based on:
Network protocols (recommended protocol TCP/IP)
Network traffic (LANs and WANs) amount ofbandwidth needed depends on:
The amount of mail traffic and database replica-tion
How traffic is routed (shared applications on thesame network)
Clustering, if clustered servers are implemented
Lotus Notes Named Networks, including:
Connection types (protocols available, band-width)
Time zones (when does replication occur?)
Which workgroups exist in multiple sites andare dependent on each other for information?
What is the level of urgency for data within an
application that is replicated between servers?
Who communicates with whom most often?
Is dialup connectivity required?
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Task Guidelines
Choose replication topol-ogy.
Identify who needs access to what information andwhen.
Identify where to put applications to be replicated.
Determine how and when replication occurs.
Use Hub and Spoke topology when possible tomaximize server resources.
Use dedicated replication hubs where possible.Use Pull/Push replication from the hubs.
Create a replication map that shows which serversreplicate with each other, the frequency of replica-tion, and any restrictions that are in place.
Place applications in geographic locations byworkgroups.
Identify directory strategy. Identify domain or domains.
Define directory structure by domain.
Identify how the Lotus Domino Directories will beused.
Identify the external directories that will be acces-sible to Lotus Domino users.
Determine whether to use Central Directory (forbetter performance and efficiency).
Determine whether to use Directory Catalogs (formobile users).
Select mail routing strategy. Identify mail clients.
Identify which mail routing protocol or protocols touse based on client types.
Determine message format based on client types.
Decide on security mechanism(s).
Determine how mail is routed using a topologymap.
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Task Guidelines
Develop naming scheme. Determine organizational units based on:
Location
Departments
Workgroups
Servers common name should:
Be a short, descriptive name.
Contain an abbreviation for the region where itresides.
Not contain any spaces.
Be easily expandable.
Be easily recognizable for the tasks the serverperforms.
Define security. Secure the following infrastructure components:
Workspace
Network
Server
Workstation
Applications
Determine server configura-tions.
Consider standardizing the following for LotusDomino servers:
File directory structure
Database location
Database size quotas
Lotus Domino server types based on the serverrole
Lotus Notes client types based on users jobresponsibilities
Use of the same release of Lotus Domino serversoftware throughout the organization
Determine client configura-
tions.
Identify Lotus Domino client types.
Identify non-Lotus Domino client configurations. Identify user mail configurations.
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Task Guidelines
Determine rollout strategy. Identify project milestones and deadlines.
Identify who is responsible for project milestones.
Determine education strat-egy.
Identify training resources for technical users.
Identify training resources for end users.
Note: For more information on planning, consult these resources:
IBM Redbook: A Roadmap for Deploying Lotus Domino in the Organiza-tion at http:/www.redbooks.ibm.com.
Lotus Domino Administrator 8.5 Help
The Worldwide Corporation Deployment Plan
The complete Worldwide Corporation Infrastructure Plan appears in theWorldwide Corporation Infrastructure Plan appendix. The deployment planincludes three regions for implementation:
Headquarters (Corporate)
East
West
Note that the server names in the plan accommodate a mail and applicationenvironment, whereas in this course only the mail servers will be imple-mented. Therefore, the server names have been modified from the onespresented in the plan.
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This course implements the basic infrastructure based on the deploymentplan. The Lotus Domino and Lotus Notes components for the three regionsappear in the following completed classroom diagram.
Figure 1-1: Completed classroom diagram
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Checklist: Building the Lotus Domino environmentThis course implements the following tasks from Worldwide Corporationsdeployment plan.
Task Procedure
1 Set up the first server.
2 Add an administrators workstation.
3 Set up access to the Domino Directory.
4 Add Lotus Domino servers.
5 Add organizational units.
6 Register administrators.
7 Add Lotus Notes clients.
8 Create user groups.
9 Create organizational policy.
10 Register users.
11 Set administration preferences.
12 Set up access to servers.
13 Set up server logging.
14 Synchronize Lotus Domino system databases throughout thedomain.
15 Route mail internally.
16 Route mail to the Internet.
17 Set mail controls.
18 Test mail routing and delivery.
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Supported Platforms and System Requirements
The Release Notes for each version of Lotus Domino and Lotus Notes con-tain a section on supported platforms and system requirements. You canalso obtain this information from the IBM Web site. For Lotus Notes andDomino 8.5, the Detailed system requirements Web page can beaccessed from http://www-01.ibm.com/support/docview.wss?rs=463&uid=swg27013072.
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Topic B: Installing the IBM Lotus
Domino Server SoftwareThis topic focuses on the installation of the first server. You will use thecomponents created during the first server setup to install and configure therest of the servers and users in the domain in the upcoming lessons.
The administrators for Worldwide Corporation will begin implementation withthe first IBM Lotus Domino server. The following components result fromsetting up the first server, and these components will be used to implementthe rest of the plan:
Organization certifier
Organizational unit certifier
Server name
Administrators name
Directory of resources in the domain
Lotus Domino Server Installation Types
To ensure installation of the appropriate server software, administratorsmust select the server type at installation.
The following table describes the different server types.
Server type Function
Lotus DominoUtility Server Provides custom database applications for IBM
LotusNotes and Web clients, and Lotus Domino database trans-action logging.
Application services only
Support for Lotus Domino clusters
Note: This does not include support for messaging services.
Lotus DominoMessagingServer
Provides Lotus Domino and Internet mail services.
Messaging services
Note: This does not include support for application servicesor Lotus Domino clusters.
B
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Server type Function
Lotus DominoEnterpriseServer
Provides a Lotus Domino server license option for deployingan e-mail and calendar infrastructure along with collabora-tive applications.
Both messaging and application services
Support for Lotus Domino clusters
Note: To cluster mail servers, the Lotus Domino Enterpriseserver is required.
Note: All three server types support Lotus Domino partitioned servers. The installa-tion presents an option for Partitioned Server Installation. This option allows anadministrator to install and configure more than one Lotus Domino server on thesame machine. Worldwide Corporation has chosen to dedicate a machine to eachserver, so we will leave this check box deselected during installation of the class-room servers.
Partitioned servers, clustered servers, and transaction logging are beyond the scopeof this course. For more information on these advanced topics, refer to the LotusDomino Administrator 8.5 Help.
Platform and operating system requirementsThe following table displays the platform and operating system requirementsas they apply specifically to the Lotus Domino 8.5 server and Microsoft
Windows.
Category Requirements
Supported operating system ver-sions
Microsoft Windows Server 2003 Stan-dard Edition
Microsoft Windows Server 2003 EnterpriseEdition with Service Pack 2
Microsoft Windows Server 2003 X64 Edi-tion
Microsoft Windows Server 2008 StandardEdition
Microsoft Windows Server 2008 EnterpriseEdition
Microsoft Windows Server 2008 x64 Stan-
dard Edition Microsoft Windows Server 2008 x64
Enterprise Edition
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Category Requirements
Processors supported Intel Pentium or higher and compatibles(32-bit and 64-bit chips as appropriate), orequivalents
RAM 512 MB minimum or more recommended perCPU
Disk space 1.5 GB minimum per partition
Disk swap space Two times the physical RAM installed
Monitors supported Color monitor required
Protocols NetBIOS over IP (32-bit processor only,only Microsoft IP is supported)
NetBIOS over IPX (32-bit processor only)
TCP/IP (includes IPv6)
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Topic C: Installing the IBM Lotus
Domino Administrator Client SoftwareAdministrators require a client to administer the IBM Lotus Domino serv-ers. Worldwide administrators will use the Lotus Domino Administrator clientto perform all administrative tasks.
The Lotus Notes 8.5 Client Standard and Basic
Configurations
The IBM Lotus Notes 8.5 client comes in two main configurations, ortypes: Basic and Standard. The following table describes each configuration.
Client type Description
Basic Built on the same platform as Lotus Notes 7, the Basicclient resembles Lotus Notes 7 in its interface and func-tionality. The Basic client is one of the options of theStandard client installation.With all the applications residing on Domino servers, theBasic client allows you to access new and recognizableservice offerings for Calendar, Contacts, and Mail, plusfamiliar functionality for instant messaging.The existence of the Basic client is useful if you want torun it in the following circumstances:
Client computers do not have enough RAM or otherhardware resources to run the Standard client at
acceptable performance levels. As an administrator, you do not want to spend the
money for additional technical support or to train userson the new Lotus Notes 8.5 user interface yet.
You are not upgrading the servers on the back end toLotus Domino 8.5 yet, so there is little reason to run theStandard client.
C
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What is Eclipse?
The Eclipse platform is designed for building integrated development envi-ronments (IDEs) that provide template-driven design and CSS-basedcustomization. It is an open-source Java-based platform for end-user anddeveloper products. Because of its open architecture, Eclipse has becomethe foundation for rich client platform (RCP) development.
The Lotus Notes 8.5 client includes all the code that is Lotus Notes withinthe Eclipse environment. The Eclipse platform incorporates technology thatis expressed through a well-defined design and implementation framework.It can be used to create diverse end-to-end computing solutions for multipleexecution environments.
Client Installation Types
When you run the client installation software, the Custom Setup screen
lists the available client installation options. By default, Notes Client andSametime (integrated) are selected, and you have the option of selectingany or all of the following client components for installation:
IBM Lotus Domino Designer
Lotus Domino Administrator
Activities
Composite Application Editor
IBM Lotus Symphony
Lotus Notes 8.5 is also available as a client-only installation kit, which canbe acquired via the Web, snail mail, and in stores on CD- and DVD-ROMs.
Note: IBM Lotus Sametime is an integrated installation option and cannot bedeselected when installing the Notes 8.5 client.
The workstation installation offers three Lotus Notes-based clients, asshown in the following table.
Client type Purpose
Lotus Notes An interface for working with LotusNotes applications and Internet data.
Lotus Domino Administrator An interface for administering LotusDomino systems.
Lotus Domino Designer An interface for adding functionality tonew or existing applications.
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Note: Selecting either the Lotus Domino Administrator client or the Lotus DominoDesigner client also installs a Lotus Notes client.
What is Lotus Expeditor?
Lotus Expeditor is a client platform for end-to-end smart client applicationsolutions. Expeditor extends Lotus Notes 8.5 by providing services to installand manage applications. Additionally, users are allowed to easily launchand switch among these applications.
Expeditor builds reusable clients on top of Eclipse and leverages Eclipsetechnology to provide a client solution that runs on multiple operating sys-tems. As a rich client, Lotus Notes 8.5 inherits a great deal of its behaviorfrom Expeditor, created by IBM as a generalized rich client with strong man-ageability features.
InstallShield Tuner capabilitiesLotus Notes 8.5 does support InstallShield Tuner capabilities to configureand customize client installations. Lotus Notes tuning files include notes.ini,templates, and databases.
Expeditor Component Packaging
Expeditor component packaging is a method by which you can customizeclient installation for Lotus Notes. This type of packaging is used to add avariety of the supplementary client-supported functionality provided by IBMfor Lotus Notes 8.5.
Note: Composite applications can be packaged as J2EE code in .war files or asXML definitions in Lotus Notes .nsf databases. Expeditor can open either.
Eclipse Update Sites
Eclipse Update Sites are catalogs that contain features and plug-ins forEclipse/RCP applications. They are published in a specific form to locatenew and updated versions to download during installation.
Eclipse is capable of installing or updating features placed on the remote
servers. The features and plug-ins must be packaged in JAR files and havea manifest (site.xml) file that links them together. These files collectivelyform an Eclipse Update Site.
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Eclipse Update Sites offer a convenient way of delivering new plug-ins andupdates of existing ones. Collections of plug-ins are provided that logicallygo together. They are assembled in such a way to enable easy transportover the network, have necessary legal and security mechanisms, and aremodular to allow hierarchical product building.
Automated Installation Options for Eclipse Components
Automated client installation supports the IBM Lotus Domino clients andsimplifies installation for end users because it presents very few or none ofthe installation windows. This process is therefore known as a silent installa-tion.
You can automate an installation for Lotus Notes 8.5 clients using any of thefollowing methods:
Tuning the installer for automated install.
Configuring the installer content via features and install manifest. Scripting the installer for specific options and silent install.
Using the installer in conjunction with Smart Upgrade.
Using the installer in conjunction with other deployment systems.
Multiple Users Sharing One Workstation
Many environments require different users to share programs on a worksta-tion. The Lotus Notes workstation installation offers a multi-user option sothat multiple users can share a Lotus Notes client, with each user maintain-ing a separate environment. There are two considerations:
The operating system must support multiple user profiles.
The Lotus Domino Designer client and the Lotus Domino Administratorclient do not support multi-user.
Worldwide Corporation has chosen not to implement multi-user worksta-tions, so this option will be deselected during installation of the classroomworkstations. For more information on multi-user workstations, refer to theLotus Domino Administrator 8.5 Help.
Note: Further discussion of multi-user workstations is beyond the scope of thiscourse. Refer to the Lotus Domino Administrator 8.5 Help for more information onthis subject.
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Activity 1-2: Install the Lotus DominoAdministrator Client Software
Note: To provide all students with a comprehensive hands-on experience, we havedesigned this course so that students administer their own servers. To accommo-date this, you will run the client and server software on the same machine. TheLotus Domino server and Lotus Notes client software support this configuration pro-vided that the server and client software is installed in separate directories on themachine. While we recognize that this is not an optimal nor a recommended con-figuration to deploy in a real world environment, we use this environment in theclassroom to provide you with the experience of administering your own servers.
Scenario
Before the Worldwide administrators can use the Lotus Domino Administra-tor client to administer Lotus Domino servers, the client software needs to
be installed.
To complete this activity:
Begin the installation of the client software.
Select the client components to be installed.
Complete the installation.
Follow these steps to install the Domino Administrator client and relatedsoftware.
Step Action
Begin the installation of the client software1. Run the Lotus Notes 8.5 client installation executable, Setup.exe, from the
location provided by the instructor.
2. On the Welcome screen, click Next.
3. Select I accept the terms in the license agreement, and click Next.
4. On the Customer Information screen, type your user name, verify World-wide Corporation is the organization, and then click Next.
5. Click Next to accept the default installation path selections.
Select the client components to be installed
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Step Action
6. On the Custom Setup screen, verify that Notes Client and Sametime(integrated) are selected for installation. Then, select the following featuresby clicking them and clicking This feature will be installed on the local
hard drive.
Domino Designer
Domino Administrator
Composite Application Editor
Click Next.
Complete the installation
7. Click Install to begin copying files.
8. Click Finish to complete the installation.
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Topic D: Launching and Configuringthe First Server
The Server Setup Process
After installing the server software, an administrator must launch the serverto configure it. When you run the Server setup program on the first serverin the infrastructure, the program creates the Lotus Domino environment towhich other servers and users can be added.
The Server setup program creates the components described in the follow-ing table.
Component Stored in
A Domino Directory for the newdomain
The servers data subdirectory, asnames.nsf
An organization certifier for the organi-zation
Cert.id file in the Lotus Dominoservers data subdirectory
Certifier document in the DominoDirectory
(Optional) An organizational unit certi-fier
Oucert.id in the data subdirectory
Certifier document in the DominoDirectory
A Server document for the server The Domino Directory
A server ID stamped by the organiza-tions certifier
The Server document and/or the serv-ers data subdirectory
A Person document for the administra-tor
The Domino Directory
The administrators ID stamped by theorganizations certifier
The Person document and/or the serv-ers data subdirectory
D
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The following figure illustrates the components in the preceding table.
Figure 1-2: Components from first server setup
The Domino DirectoryThe IBM Lotus Domino Directory is the most important database in theLotus Domino environment. It contains information about all Lotus Dominoresources and how the resources function, and it is the database that con-tains the information created and updated using Lotus DominoAdministrator. Each additional server in the domain has a replica of theDomino Directory.
Replicas of the Domino Directory
Replicas of a database can reside on different servers, enabling users to
collaborate without having to use the same server. Replication synchronizesthe changes made on these replicas, so that each replica has the requireddocuments. Replication is the controlled synchronization between databasereplicas.
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The following figure represents Domino Directories on different servers. Thearrows represent replication, keeping the information synchronized.
Figure 1-3: Domino Directories on different servers
Comparing Domains and Organizations
Note the following differences between a domain and an organization:
A Domino domain is the collection of Domino servers and users thatshare the same Domino Directory.
A Domino organization is defined by the certifier that stamps the IDs ofusers, servers, and other certifiers. There is a trust relationship within
the organization so that users and servers can communicate and sharedata. The organizational certifier provides security and uniformity innaming of users and servers. The certifier name is part of the hierarchi-cal name of all users and servers in the organization.
When to use multiple domainsLarge enterprise corporations might consider defining regions or countriesas separate domains in order to keep the Domino Directory manageable foradministrators, to facilitate name lookup, and to maintain good server perfor-mance. Separate domains can also be created for development, so as notto interfere with a production environment.
Note: Consider placing Web servers accessible via the Internet in a separatedomain and organization to maintain a secure environment.
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Practice Activity 1-3: Review Domains andOrganizations
ScenarioIn a Domino environment, when setting up and launching the first server,there are key components involved in the process. As an administrator, youshould be familiar with Domino Domains and organizations. Complete thefollowing to review.
1. What is a domain?
2. If a company has two domains, how many Domino Directories areneeded?
3. Does the collection of servers and users in the Domino Directory consti-tute a domain or an organization?
4. What is an organization?
5. Does the organization name have to be the same as the domain name?
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Purposes of Organizational Units
Dividing an organization into organizational units (OUs) allows for:
Management by region or division. For example, database ACLs can
specify different privileges for each OU. Separation of servers from users. For example, an administrator can
easily:
Cross-certify the OU containing all servers with another organiza-tion.
Not cross-certify users with the other organization.
Unique names for users who have the same common name.
Naming requirements for an organizational unitThe organizational unit name can be a maximum of 32 characters and may
include alphabetic characters (A - Z), numbers (0 - 9), and the ampersand(&), dash (-), period (.), space ( ), and underscore (_). For information onnaming requirements for this and other Lotus Domino components, refer tothe Lotus Domino Administrator 8.5 Help document titled Table of NamingRequirements.
Note: The space character is not recommended because programs other than theLotus Notes client may not allow spaces.
Sample organizational structureWorldwide Corporations deployment plan divides /WWCorp into three orga-
nizational units.Worldwide Corporation is using the following organizational structure:
The organization certifier is /WWCorp.
All servers will be in an organizational unit named /SVR/WWCorp.
Users will be in one of the following organizational units:
/East/WWCorp
/West/WWCorp
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The following diagram represents the certifiers in Worldwides Lotus Dominoorganization hierarchy. The organization certifier is /WWCorp and the threeorganizational unit certifiers are descendants of /WWCorp.
Figure 1-4: Worldwides Lotus Domino organization hierarchy
Alternatives to Organizational Units
A company may choose not to use organizational units. There are methods
that serve similar purposes for those Lotus Domino environments: Group documents can enable management of subsets of the popula-
tion. For
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