lab 11 installing and using traveler.pdf
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Notes/Domino 8.5 Workshop
Lab Manual
Lab 11
Installing and Using
Lotus Notes Traveler
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Introduction:
Lotus Notes Traveler provides two-way, over-the-air synchronization between Domino servers andWindows Mobile handheld devices. Lotus Notes Traveler synchronizes e-mail, calendar, to-do, addressbook, and journal data in real time. New e-mail arriving in your inbox on the Domino server arrives on thedevice without you needing to do anything and triggers a notification event, such as a tone or a devicevibration. Updates made on the device such as sending a new e-mail or changing a calendar entry aresynchronized with the server as soon as a network connection is available.
The Lotus Notes Traveler client provides a simple, easy-to-use interface with a minimal number ofconfiguration settings. You can customize how much data is synchronized with the device to optimize theuse of device memory.
The Lotus Notes Traveler 8.5 server runs as a Domino server task and is installed on a server runningLotus Domino 8.5. For basic configurations, the Lotus Notes Traveler component runs on a Dominoserver immediately following installation with minimal input required from an administrator. All day-to-dayadministrator activities are performed using the Domino Administrator client and the Domino remoteadministration console. The Lotus Notes Traveler server task uses the Domino directory to automaticallylook up and find Notes users, so there is no manual enrollment procedure.
If you are a Notes user, then you are already enabled as a Lotus Notes Traveler user. Mobile handhelddevice users only need to install the client software and point the device to a Lotus Notes Traveler server.Device will automatically register with the server and synchronization begins immediately for the usersdevice.
The primary method for Lotus Notes Traveler clients communicating with the Domino server is through anover-the-air communication channel such as cellular General Packet Radio Service (GPRS) or WiFi(802.11x). The Lotus Notes Traveler client works with any secure virtual private network (VPN) installedon the device, but provides integrated support with Lotus Mobile Connect 6.1.1.1 (LMC). By using LotusMobile Connect, you take advantage of the roaming and secure communication features that logicallyextend the enterprise network to the mobile device, regardless of the physical network that the device isusing. The Lotus Notes Traveler client can connect using public GPRS or GSM networks and still
maintain the security and presence of being on a company intranet. Data transmitted between the deviceand server is compressed to reduce the data traffic to a minimum, which is particularly important overslow traffic links.
If a mobile device is lost or stolen, an administrator can issue a remote wipe command to remove all sensitivedata from the device. You have the option to remove the Lotus Notes Traveler application and data or restorethe device to the factory default.
Objective:
At the end of the lab, you should be able to:
Install the Notes Traveler Server
Configure Windows Mobile 6 Emulator
Install Notes Traveler Client
Test Notes Traveler Functionality
Remotely Wipe out Traveler data on device
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Procedure:
SECTION 1:INSTALLING THE NOTES TRAVELER SERVER
This section walks you through the steps to install IBM Lotus Notes Traveler server from the eAssembly executableinstaller file.
Step 1 Make sure the Domino server is not running. If you need to stop the server, type Quitin the
console application.
Step 2 Openthe folder C:\Softwarewith File Explorer.
Step 3 Launch the file Traveler85.exeto start the installation process.
Step 4 When prompted, select Nextto continue.
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Step 5 Review andaccept the license agreement. Click Next
Step 6 Select the Completeinstallation type (This is the option to install both the Lotus Notes Traveler
server and Lotus Notes Traveler client Web site. The Web site includes documentation, Lotus
Notes Traveler client downloads, and Lotus Mobile Connect downloads).
Step 7 Click Nextto continue with the installation.
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Explanation of options:
Complete (Recommended):
Use this option to install both the Lotus Notes Traveler server and Lotus Notes Traveler client Web site. The Web
site includes documentation, Lotus Notes Traveler client downloads, and Lotus Mobile Connect downloads.
Server only:
This option installs only the Lotus Notes Traveler server component.
Web site only:
Use this option to install only the Lotus Notes Traveler Web site, which includes Lotus Notes Traveler clientdownloads and Lotus Mobile Connect downloads.
Step 8 You are now asked to specify the directories in which the Domino program files and data files
are located. Leave the defaultvalues are shown below and click Nextto continue.
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Step 9 The next section asks you to select the appropriate startup options. Leave the default value
and click Next.
Explanation of options:
Set client download Web site as home page for this server:
The Lotus Notes Traveler Web site runs on top of the Domino HTTP server, so the HTTP server must be runningto access the Lotus Notes Traveler Web site. If the Lotus Notes Traveler Web site is set as the default, then it canbe viewed by pointing any Web browser to http://. If the Web site is not set as the default, it can beviewed by pointing the Web browser to http:///traveler/index.html.
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Step 10 Review the installation summary and click Installto start the installation procedure.
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Step 11 When prompted uncheckthe View the Info Centerbox and click Done.
By default, Lotus Notes Traveler server and the HTTP server will automatically start when the Domino server starts. Usethe following steps to manually start Lotus Notes Traveler server.
Step 12 Openthe Lotus Domino Serverconsole.
Step 13 Wait for a few minutes for the server to start the all the tasks. You should see the message
HTTP Server : Started and Lotus Traveler : Server Started in the Domino Console.
Step 14 ClickAl low if you get any security prompts.
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SECTION 2:CONFIGURING THE WINDOWS MOBILE 6EMULATOR
Note:If you are trying to complete this lab using your own machine (rather then the VM Image provided in thisworkshop), you will need to download and install the following software components:
- Microsoft Device Emulator 2.0-Windows Mobile 6 Localized Emulator Images ( Windows Mobile 6 Professional Images (USA).msi )- Microsoft ActiveSync 4.5
Step 1 Launchthe Windows Mobile 6device emulator from the Start Menu option Start > Programs
> Windows Mobile 6 SDK > Standalone Emulator Images > US English > Professional
Step 2 As the Emulator starts, you should see the device emulator after a few minutes.
Step 3 Next, launchthe Device Emulator Managerfrom the from the Start Menu option Start >
Programs > Windows Mobile 6 SDK > Tools > Device Emulator Manager.
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Step 4 From the screen that opens, locate the running device entry from the list under Others
(should be only one entry), right-click on it and select Cradleform the menu. This action
emulates connecting the device to the computer via a cable connection.
Step 5 Minimize(dont close) the Device Emulator Managerwindow.
Step 6 The ActiveSync window opens. Select OKwhen you see the following Microsoft ActiveSync
prompt:
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Step 7 The Synchronization Setup Wizard will start. Click Nextto start the wizard.
Step 8 Accept all the default values and click Nextto continue
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Step 9 Click Next without making any changes to this screen.
Step 10 Click Finishto complete the wizard and synchronize your device.
Step 11 Microsoft Active Sync window will now display with a status of Connected . ActiveSync will
then initialize Synchronization. You will notice a red STOP icon just below the File menu. This
can be used to stop the synchronization process. Once the synchronization completes, the
screenshot, as shown below appears. Notice the green Sync icon. This can be used to initiate
synchronization again.
You can now minimize the window.
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SECTION 3:INSTALLING THE NOTES TRAVELER CLIENT
Your device is now ready to access the Notes Traveler server and download the Notes Traveler client. In the nextsection, you are going to install the Notes Traveler client on a Windows Mobile 6 device running on a Device Emulator.
Step 1 Using your Windows Mobile 6 emulator, click on Start and select Internet Explorer from theprograms list as shown below:
Step 2 On the Internet Explorer address bar, enter the locals server URL which is:
http://notesdomino.dfw.ibm.com and click the GO arrow/button to load the page.
Step 3 You will see the IBM Lotus Notes Traveler Client Downloadpage. Clickon the link
corresponding to your device OS: which is: Windows Mobi le 6.0/6.1 Pocket PC
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Step 4 When prompted, click Yesto download and open the client installer as shown below
Step 5 The status bar displays the download process. Notice the status bar below the Address bar
displays the status of the download. Please be patient as it may take a few of minutes for the
download to complete.
Step 6 When the download is complete, Lotus Traveler installation will begin. No action is required as
the installation completes.
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Step 7 The Lotus Notes Travelerconfiguration wizard starts. Select Nextto begin registering the
Lotus Notes Traveler client.
Step 8 Enter the following data in the configuration wizard:
User Id: Domino Admin/ibm
Password: passw0rd
Server: notesdomino.dfw.ibm.com
Step 9 Click Nextto begin the device registration.
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Step 10 Under applications that you would like to sync, leave them all selectedand tap on Next.
Step 11 Click Finishto complete the installation of the Notes Travelerclient on your device.
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Step 12 When prompted, click OKto close the prompt about the cab file being installed. The OK button
is on the top right corner of the Device Emulator.
SECTION 4:TESTING NOTES TRAVELER FUNCTIONALITY
Step 1 Without closing your device emulator window, startLotus Notes 8.5client from your Desktop
shortcut (if its not already started) and login as Manisha Annam/ passw0rd.
Step 2 Send a test email to Domino Admin /IBM. Include tables, font sizes and color to test the
functionality.
NOTE : With Lotus Notes Traveler 8.5, Rich text email can be displayed on Window Mobile 6 devices,
including support for fonts, tables and text color.Lotus Notes Traveler client will render rich text items forthose messages synchronized from the server to the device. Exception would be e-mails synchronizedto the drafts folder. The drafts folder will be synchronized to the device as plain text.
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Step 3 Now switch to your device emulator. After a few seconds you should see a Notification alert
tell you that you have one new email. The notification will allow you to Clickon the word
email to open your mailbox and read your new mail.
Step 4 Tap on the email to Openyour email using the device emulator
Step 5 Email will open and display the rich text format.
Step 6 With the message open, select Reply.
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Step 7 Enter your response in the reply message and tap on Send.
Step 8 Switch back to the Notes 8.5client and refreshyour inbox after a few seconds. You shouldsee the reply that you sent from the device.
Note: Forwarding, replying, editing, or creating an e-mail with the device will render the content as plain text
Step 9 Use the same technique to test for synchronization of Calendar, Contacts, Notes, and Tasks
items.
SECTION 4:REMOTE WIPE
If a mobile device is lost or stolen, an administrator can issue a remote wipe command to remove all sensitive data fromthe device. You have the option to remove the Lotus Notes Traveler application and data or restore the device to thefactory default.
Step 1 Make sure the Domino server is running.
Step 2 Click File->Open->Lotus notes Application , select the DOM85/ibmserver to look in whenprompted, and open Manisha Annam.nsffrom inside the mailfolder.
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Step 3 Without closing your device emulator window, startDomino Administrator 8.5client from your
Desktop shortcut and login as Domino Admin / passw0rd.
Step 4 If the Admin client is not connected to any server, goto File > Open Server and select
Dom85/ibm as the server name.
Step 5 From the Domino Administrator, select the Filetab. Make sure the Show me list is Database
only.
Step 6 Navigate to the database IBM Lotus Notes Traveler - lotustraveler.nsf.
Double-click to open the application.
Step 7 Open the Device Securityview.
Step 8 The Microsoft DeviceEmulator is listed as one of the devices. Highlight the device and Select
the Wipe Deviceaction. .
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Note:If you select the hard reset option, then this also removes Lotus Traveler and all PIM ande-mail data on the device
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Step 9 Select Lotus Traveler Application and Data to remove the Lotus Application and data on the
device. Please remember that this will wipe out all the email data on the device.
Explanation of options:
Hard Reset Device : This option will restore the device back to factory default settings.
Lotus Traveler Application and Data : This option will remove the Lotus Traveler application and all PIM andEmail data that was synchronized with Lotus Traveler.
Storage Card : This option will remove any data that is present on storage cards loaded in the device.
Step 10 At the confirmation dialog, select No if you do not wish to remove the application and data on
the device. Please remember that selecting Yesthis will wipe out all the application and email
data on the device.
Note: Some older Windows Mobile devices running Windows Mobile version 5 without theMicrosoft Messaging and Security Feature Pack upgrade may not hard reset when they receivethe reset command from the Lotus Traveler server. Instead these devices will simply reboot. If thisdoes happen, then the Lotus Traveler client will detect that the hard reset command has failed andwill execute a wipe of the Lotus Traveler Application and Data
Summary:
Congratulations! You have finished the Lab!
In this lab, you have successfully: Installed and started the Notes Traveler Server
Configured Windows Mobile 6 Emulator
Installed Notes Traveler Client
Tested Notes Traveler Functionality
Understand how a Remote Wipe works
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