lotus notes training manual
DESCRIPTION
Lotus Notes Training Manual,Lotus,DominoTRANSCRIPT
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INDEX
Server
> Configuration of Domino Server
> Advance Configuration > Domino Directory
> Documents in the Domino Directory > What is ACL (Access Level)
> Name Scheme
> Hierarchical Name Scheme > Flat Name Schema
> Certifier ID's
> Certifier IDs and Certificates: Setting up a secure system > Organization certifier ID
> Organizational unit certifier IDs
> Network protocols compatible with Domino > Topology
> Hub-and-spoke > Peer-to-peer
> Other topology strategies
> Mail Routing > Planning a mail routing topology
> Internal mail
> External mail > Mail Routing using NNN (Notes Named Network)
> Replication
> Replicas and replication > How server-to-server replication works
> Planning scheduled replication between servers > Connection Document
> Troubleshooting Tools
> Domino Server Tasks > Domino Server Commands
Client
> What is Lotus Notes > What is New in Release 5
> Configuration if Lotus Notes Client
> Welcome Page > Bookmark bar
> User's Mail Box > Opening your mail
> Calander & Todo
> Address book > Advanced Switcher
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Configuration of the Domino Server
Once the server installation is over the you need to configure the Domino server
First time when you click on the Lotus Domino Server
It will open the Notes Client for the configuration of the server
If you are configuration of the First Domino Server click on the first radio button or if
you are configure additional domino server then click on the second radio button.
Click on > to move to the next level of configuration
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If you want a Quick & Easy Configuration pls. Select the first radio button or select the second where you can do an Advanced Configuration
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Advance Configuration
During the Advance Configuration there are some Standard Services that are installed Domino needs this services to start it self
They are
1. Administration Process
2. Indexer 3. Replication
4. Agent Manager
5. Mail Router
Then other are Addational Services like
1. Calendar Connector 2. Schedule Manager
3. Event Manager 4. Statistics
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Web Browser
This will enable the us to view the database & mail file on the browser
Internet Mail Packages
IMAP POP3 SMTP
This is user if you are using the 3party-software client for send & receive mail on the
Domino Server
Internet Directory Services
LDAP
If you have any Mail Domain other than Domino & also you want to the use their
address book for your user then you can user this services the you have LDAP
News Readers
NNTP
This feature enables your Domino Server to send and receive messages form
InternetNewgroup and to accessible by Internet New Readers
Enterprise Connection Services
DESC
This feature enables your Domino Server to access data that is not contained in a
notes database, it can access datanm form a RDBMS database
Domino off Line Services
DOLS
This will allow to access the notes databases on the off line mode
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The fourth step
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The Domino Directory
The Domino Directory, which previous releases referred to as the Public Address Book or Name and Address Book, is a database that Domino automatically creates on
every server. The Domino Directory serves two purposes. It is directory of information about users, servers, groups, and other objects that you might include in
the directory yourself -- for example, printers. It is also a tool that administrators
use to manage the Domino system. For example, administrators create documents in the Domino Directory to connect servers for replication or mail routing, to register
users and servers, to schedule server tasks, and so on.
Typically, a Domino Directory is associated with a Notes domain. When you register users and servers in the domain, you create Person documents and Server
documents in the Domino Directory. These documents contain detailed information
about each user and server.
When you set up the first server in a Notes domain, Domino automatically creates
the Domino Directory database and gives it the file name NAMES.NSF. When you add a new server to the domain, Domino automatically creates a replica of the Domino
Directory on the new server.
Documents in the Domino Directory
The Domino Directory contains documents that control directory services, manage
server tasks, and define server-to-server communication. Domino automatically creates some documents when you perform certain administrative tasks. For
example, Domino creates a new Person document when you register a user. You
manually create other documents as you need them. For example, you create a Connection document to define how two servers route mail or replicate. You can use
tabs in the Domino Administrator to access these documents, or you can access
them by opening the Domino Directory database.
Document Description Certificate Describes a certifier ID, including public key information
Configuration Settings Configures mail, LDAP, and the NOTES.INI file
Connection Provides server and domain information for connecting servers for mail routing, replication, and news feeds
Domain Defines a domain used in mail routing: Foreign, Non-adjacent, Adjacent, Foreign X.400, Foreign SMTP, Foreign cc:Mail, Global
External Domain Network Information
Contains names and addresses of servers in a secondary domain; allows Notes clients to connect to servers in the secondary domain
Group Defines a list of users and servers for use in mail addressing, ACLs, and server access lists
Holiday Defines Holiday documents that users can download to their calendars
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Location Contains communication and other location-specific settings for use from a client; useful for administrators who also use the Domino Directory as their Personal Address Book
Mail-In Database Defines the location and properties of a database that can receive mail
Person Describes a user (Notes or non-Notes) in the directory
Program Schedules Domino server tasks and other programs to run
Resource Defines a resource that Notes clients can reserve by using the calendar and scheduling feature
Server Specifies server configuration settings, including server name, cluster name, security method, port, server tasks, Internet protocol, MTA, transaction logging, and so on
User Setup Profile Defines a standard set of configuration options for Notes clients including connections, server accounts, replicas, bookmarks, and so on
What is ACL (Access Level)
Access levels assigned to users in a database ACL control which tasks users can
perform in the database. Access level privileges enhance or restrict the access level assigned each name in the ACL. For each user, group, or server listed in the ACL,
you select the basic access level and user type, and then further refine the access
level by selecting a series of access privileges. If the application designer creates a role for the application, then assign the role in the database ACL for the appropriate
person, group, or server.
Access levels assigned to servers in a database ACL control what information within a database the server can replicate.
To access a database on a particular server, a Notes user must have both the
appropriate level of access to the database, as well as the appropriate access in the Server Access section of the Server document. However for Internet users, Domino
ignores the Server Access section of the Server document in the Domino Directory. Instead, Domino looks at the settings used to control HTTP server access on the Web
tab in the Server document of the Domino Directory. To find this Web tab, click Ports
- Internet ports - Web in the Server document.
This table shows the user access levels, listed from highest to lowest.
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Access
level
Allows users to Assign to
Manager Modify the database ACL
Encrypt the database
Modify replication settings
Delete the database
Perform all tasks allowed by lower
access levels
Two people who are
responsible for the
database. Then if one person is absent, the other
can manage the database.
Designer Modify all database design elements
Create a full text search index
Perform all tasks allowed by lower access levels
A database designer and/or
the person responsible for
future design updates.
Editor Create documents
Edit all documents, including those created by others
Read all documents unless there is
a Readers field in the form (you can't edit a document if you can't
read it)
Any user allowed to create
and edit documents in a database.
Author Create documents*
Edit the documents where there is
an Authors field in the document and the user is specified in the
Authors field.
Read all documents unless there is a Readers field in the form.
Users who need to contribute documents to a
database.
Reader Read documents** Users who only need to
read documents in a database but not create or
edit documents.
Depositor Create documents Users who only need to contribute documents but
who do not need to read or
edit their own or other users' documents. For
example, use Depositor
access for a ballot box application.
No Access None, with the exception of options
to "Read public documents" and "Write public documents."
Terminated users, users
who do not need access to the database, or users who
have access on a special basis.
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* Author access, by default, does not include the access level option Create
documents. When you assign Author access to a user or server, you must also specify the Create documents access level privilege.
** Reader access lets you read all documents unless there is a Readers field in the
form. Then you can read a document only if your name is listed in the Readers field on the form.
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Name Scheme
Hierarchical Name Scheme
Hierarchical names provide unique identifiers to servers and users across your
organization. The design of the naming scheme is closely tied to the way Domino implements security. When you register new servers and users, the hierarchical
names drive their certification, or their level of access to the system.
Before creating the hierarchical name scheme, you should first understand the
components of the names. After creating the name scheme, you create certifier IDs
to implement the naming structure and ensure a secure system.
Hierarchical name components
Server, organization, organizational unit, and user names can consist of uppercase
and lowercase alpha characters (A - Z), numbers (0 - 9), and the ampersand (&), dash (-), dot (.), space ( ) , and underscore (_).
Hierarchical names use the following components:
Component Description Characters allowed
Common name
(CN)
Server or user name. Use full
first and last name for user
names -- for example, Julia Herlihy.
The common name is
required.
80 maximum
Organizational
unit name (OU)
Department or location name
-- for example, East/Acme.
Domino allows for a maximum of four
organizational units in a hierarchical name.
The organizational unit name
is optional.
32 per organizational unit
Organization
name (O)
Company, institutional, or
school name -- for example,
Acme.
The organization name is
required.
3 to 62
Note You can have 2
characters if the name includes a Country name
component.
Country (C) Abbreviation for the country -- for example, US.
The country is optional.
0 or 2
An example of a hierarchical name that uses all the components is as follows:
Julia Herlihy/Sales/East/Acme/US
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Typically, names are entered and displayed in their abbreviated format (see above)
and stored internally in canonical format, which is a format that contains the name and its associated components:
CN=Julia Herlihy/OU=Sales/OU=East/O=Acme/C=US.
Before you assign servers or users hierarchical names, you need to plan the organization's naming scheme.
Plan the organization's naming scheme
To implement hierarchical names, you should create a diagram of your company's
organization. Use this diagram to help you plan a meaningful naming scheme. A
hierarchical name scheme can use a tree structure that reflects the actual structure of your company. At the top of the tree is the organization name. Below the
organization name are organizational units, which you create to suit the structure of
the company; you can organize the structure geographically, departmentally, or both.
The Acme company created this diagram for their servers and users:
Looking at Acme's diagram, you can see where they located their servers and users in the tree. Acme decided to split the company geographically at the first level and
create organizational unit certifier IDs for East and West. At the next level down,
Acme made its division according to department.
Your entire organization is part of one Notes domain. In some cases, you may want
to split the organization into two or more domains. For example, if your company is
large, you may want to distribute the responsibility for system security to several administrators among multiple domains. However, working with multiple domains
requires additional administrative work and requires you to set up a system for
managing them.
Create certifier IDs
To place servers and users correctly within the hierarchical structure, you create
certifier IDs for each node on the naming tree. The certifier IDs "stamp" server and user IDs with a certificate of where they belong in the organization. Servers and
users who belong to the same naming tree can communicate with each other; servers and users who belong to different naming trees need a cross-certificate to
communicate with each other.
There are two types of certifier IDs: organization and organizational unit. The organization certifier ID appears at the top of your tree and is usually the name of
the company -- for example, Acme. The organizational unit certifier IDs are at all the
branches of the tree and are usually geographical or departmental names -- for example, East/Acme or Sales/East/Acme.
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To implement their naming structure, the Acme company created a certifier ID for
each node on their organizational diagram:
To register each server and user, Acme's administrator uses one of these certifier IDs, depending on where that server or user belongs in the organization. For
example, to register Phyllis Spera, who works in the marketing department located
on the east coast, the administrator uses the Sales/East/Acme certifier ID. Phyllis Spera's full hierarchical name then becomes Phyllis Spera/Sales/East/Acme.
Similarly, the administrator certifies the organization's HR-E server, which is located on the east coast division of Acme, with the East/Acme certifier ID. This server's full
hierarchical name then becomes HR-E/East/Acme.
Flat Names Schema Flat names are available for compatibility with earlier releases. Continuing to use flat
names prevents you from using many of the new features in Release 5, including the
Administration Process which simplifies many administrative tasks.
Using flat names makes it difficult to exchange information securely with users and
servers in a different organization. With flat names, each user or server in one
organization must be individually certified by the certifier ID in the other organization. Organizations that use flat names often use several certifier IDs and
each user ID and server ID can include a separate certificate generated by each flat
certifier ID.
When you create a flat certifier ID, Domino creates a Certifier document describing it
in the Server - Certificates view of the Domino Directory on the registration server.
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You must have access to the registration server and have at least Author access to
the Domino Directory to create a certifier ID.
Certifier IDs
Create certifier IDs based on your hierarchical naming scheme. Depending on your
organization's needs, you can create two types of IDs: organization and organizational unit. You use the IDs to register new users and servers in the
organization and to enforce security in your system.
If you want to add alternate names to a certifier ID, you complete this task through recertifying the ID.
Certifier IDs and Certificates: Setting up a secure system
Certifier IDs and certificates form the basis of Domino security. Using the certifier ID you issue certificates, based on the organization's naming tree, to servers and users
when you register them. Each certificate is stored in the server or user ID and is valid for as long as you define during registration. When servers and users share a
certificate, they trust each other and can communicate, or authenticate as it is called
in Domino. Authentication is a process that ensures server or user IDs are members of the same naming tree. For servers and users in different naming trees, create
cross-certificates to enable communication.
Each time you create a certifier ID, Domino creates a certifier ID file and a Certifier document. The ID file contains the ID that you use to register servers and users. The
Certifier document serves as a record of the certifier ID and stores, among other
things, its hierarchical name, the name of the certifier ID that issued it, and the names of certificates associated with it. The Domino Directory stores the Certifier
document.
To keep the certifier ID file safe, you define where to store it as part of its registration process. By default, Domino stores the ID in the Domino/Notes Data
directory, but you can store the file in any safe file directory. Another measure you take to keep the certifier safe is to create a secure password for it. You should create
a password complex enough so that it is not vulnerable. You must keep the certifier
ID accessible when registering new servers and users.
Organization certifier ID
When you set up the first Domino server in a domain, the organization certifier ID is
automatically created. The server setup program stores this ID file in the Domino/Notes Data directory and gives it the name CERT.ID. This organization
certifier ID automatically certifies the first Domino server ID and the administrator's
user ID. The ID appears at the top of the hierarchical name tree and is usually the same name as your company -- for example, Acme.
You use the organization certifier ID when you create organizational unit certifier IDs at the next level down in the hierarchical name tree. For example, suppose that your
company and organization certifier ID name is Acme. You want to create a level of
organizational unit certifier IDs that organizes the company by location. You use the Acme certifier ID to create these additional certifiers -- for example, West/Acme and
East/Acme.
If your organization is large and decentralized, you might want to create another organization certifier ID to allow for further name differentiation -- for example, to
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differentiate between company subsidiaries. Another reason to create an additional
organization level certifier is for added security and for easier administration.
Organizational unit certifier IDs
You can create up to four levels of organizational unit certifiers. Organizational unit
certifiers can reflect the geographical or departmental structure of a company.
To create the first level of organizational unit certifier IDs, you use the organization
certifier ID. However, to create organization unit certifier IDs at the next level down, you use the first level organization unit certifier IDs, and so on. For example, if you
want to further differentiate the members of East/Acme by department, you use that
East/Acme certifier ID to create additional organizational unit certifier IDs named, for example, Sales/East/Acme, Marketing/East/Acme, and Development/East/Acme. If
your name scheme does not require an additional level of organizational unit certifier
IDs, use the first level of organizational unit certifier IDs to certify users and servers.
A benefit of organizational unit certifier IDs is that you can decentralize certification
by distributing the IDs to workgroup or branch administrators. When you
decentralize, no single person must register or certify every user with a single certifier ID. For example, the Acme company has two administrators, one who
administers servers and users in West/Acme and one who administers servers and users in East/Acme.
Store certifier ID files in a physically secure location, and store a backup copy off-site
as insurance against fire, flood, or theft. For extra security, you can create more than one password (one password is required as a minimum) for each certifier ID.
Network protocols compatible with Domino A protocol is a set of rules that govern how computers share information over a
network. Some network protocols are proprietary, or developed for use and
modification by a single organization, and some are industry standards. Often, a protocol is initially proprietary, and when a substantial number of other computer
hardware and software vendors create products that support that protocol, it becomes a standard.
These network protocols are compatible with Domino:
• AppleTalk
• Banyan VINES
• NetBIOS over NetBEUI
• NetBIOS over TCP/IP
• NetWare NetBIOS emulation over IPX
• NetWare SPX or SPXII over IPX
• TCP/IP
Topology
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In a Domino system with more than one server, you must plan a server topology
that determines how to connect servers to replicate.
You set up topology by creating Connection documents in the Domino Directory. As
you plan the topology, you should consider both replication and mail routing
topology. Replication between servers requires one Connection document since replication works bidirectionally. However, mail routing requires two Connection
documents since it only works in one direction. It's often more effective to set up Connection documents for mail routing first and then add replication to the same
Connection documents.
For more information, see the chapter "Setting up Server Connections."
Replication topology normally duplicates the overall server topology of your Domino
system, and it usually varies with organization size. Most small firms use peer-to-
peer replication, which quickly disseminates changes to all servers but is inefficient for more than a few servers. Mid-size firms may use a combination of peer-peer and
ring replication or may implement hub-and-spoke replication. Large organizations
are likely to use hub-and-spoke replication for maximum efficiency or may have ring replication between hub servers. How you set up and schedule replication is
dependent on your server topology, and the replication strategy you choose does not affect or restrict the functionality of replication itself. For example, Acme Corporation
uses the hub-and-spoke topology.
Hub-and-spoke
Hub-and-spoke is generally the most efficient replication topology because it minimizes network traffic, especially in larger organizations. Hub-and-spoke
establishes one central server as the hub, which schedules and initiates all replication with all of the other servers, or spokes. The spokes update the hub server by
replication (and mail routing), and the hub in turn updates each spoke. Hub servers
replicate with each other or with master hub servers in organizations that use more than one hub. In short, the hub server acts as the traffic manager of the system,
overseeing system resources, ensuring that replication takes place with each spoke
in an orderly way, and guaranteeing that all changes are replicated to all spoke servers.
To set up replication in a hub-and-spoke system, you create one Connection
document for each hub-and-spoke connection. In each Connection document, the hub server is always the source server, and the spoke server is always the
destination server.
A hub-and-spoke topology can be especially useful at large, multiple-server sites or
in a centralized office that needs to connect via phone or leased lines to smaller,
regional offices. If you have a large site, you can use a combination of topologies -- for example, two hub-and-spoke arrangements and one peer-to-peer arrangement
between the two hub servers.
Benefits of hub-and-spoke
1. Install multiple protocols on hub servers to enable communication in a Domino
system that uses more than one protocol. This places hub servers in multiple
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Notes named networks, another source of efficiency. Hub servers can connect
multiple Notes named networks, where a single hub server and its spoke servers often make up one Notes named network.
2. Bridge parts of a network -- for example, a LAN and a WAN.
3. Centralize administration of the Domino Directory, standardize database ACLs, and limit access to the hub. You can designate the hub with Manager access
and the spokes with Reader access so that you make those changes on one replica on the hub to synchronize the spokes.
4. Designate hubs by role -- for example, replication hubs and mail hubs.
5. Place server programs such as message transfer agents on hubs to make them easily accessible.
6. Connect remote sites with a hub server.
7. Minimize network traffic and maximize network efficiency.
8. Centralize data backup at the hub. You can backup up just databases on the
hub saving resources on your spoke servers.
9. Improve server load balancing. However, network traffic increases on the hub LAN segment. If you have more than 25 servers per hub, establish tiers of
hubs. If a hub goes down, replication for that hub and its spokes is disabled until the hub is repaired or replaced.
Note Do not use hub-and-spoke replication for a database that is larger than 100MB
and has replicas on only two or three servers. Replicate only that database directly between the servers by setting up scheduled replication for that database in a
Connection document.
Example of hub-and-spoke replication topology:
In this example, the Acme Corporation has one hub server, Hub-E/East/Acme, and
three spoke servers. The spoke servers -- HR-E/East/Acme, HR-S/South/Acme, and
HR-W/West/Acme -- contain an Employee Benefits application. Employees on the East coast access the application on HR-E/East/Acme; employees on the West coast
access a replica of the application on HR-W/West/Acme; and employees in the South
access a replica of the application on HR-S/South/Acme. Any changes to the application replicate through Hub-E/East/Acme to the HR servers. The HR servers
send changes to the hub, which then sends changes back to the HR servers. With the
three Connection documents that Acme created, the hub server performs the
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replication, reducing the load on the spokes. Making the application available to East,
West, and South users prevents them from making costly WAN connections to the application.
Peer-to-peer
A peer-to-peer topology connects every server in your organization to every other server. This topology is unmanageable in organizations with more than a few
servers. However, in very small organizations, this topology ensures rapid updates.
Using peer-to-peer topology, the potential for replication problems decreases because only two servers communicate for each replication and do not require hub or
intermediary servers. However, peer-peer replication requires many Connection
documents, increases administration since you must avoid overlap in replication schedules, and prevents you from standardizing ACL requirements.
Example of hub-and-spoke with peer-to-peer topology:
In this example, the Acme Corporation has two hub servers -- Hub-W/West/Acme
and Hub-E/East/Acme -- connected peer-to-peer. Each hub server replicates with several spoke servers. Any changes replicate through the hubs to the spoke servers.
The spoke servers send changes to the hub, and then the hubs replicate with each
other and send changes back to the spoke servers.
Other topology strategies
Other less efficient replication topology strategies include the following:
Ring, which connects servers in a circle, is like end-to-end topology but with the ends connected so that replication occurs in a closed loop.
End-to-end, also known as a chain topology, where two or more servers are set up
as a chain. Information travels one direction along the chain and then travels back the other direction. End-to-end replication is less efficient than ring replication but is
useful in situations where information needs to travel in only one direction.
Binary tree, which connects servers in a pyramid fashion: the top server connects to
two servers below, each of which connects to two servers below, and so on.
Information travels down the pyramid and then back up.
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Mail Routing
Planning a mail routing topology
Domino presents many possibilities for configuring your mail system infrastructure,
whether you want to use Notes routing, SMTP routing, or both, for internal and external messages. However, before you set up mail routing, there are a number of
decisions and factors to consider:
How internal mail routes?
How external mail routes?
Internal mail For mail within your organization and local Internet domains, decide how clients will
access their mail files on Domino servers and how the servers will route mail to each
other. The Router uses both SMTP and Notes protocols to route mail and handles both MIME and Notes format messages.
Domino can use standard Internet protocols for mail. To access mail, Domino can
use POP3, IMAP, or HTTP. To send and transfer mail, Domino can use SMTP.
Domino can use Notes protocols for mail. Notes protocols are enabled by default
when you load the Router. Domino routes both MIME messages and Notes rich text
format messages over Notes protocols. Notes clients use Notes protocols, which are enabled by default with the Notes client, to access mail on a Domino server.
Domino can use both Internet and Notes protocols for mail. To use Notes protocols for mail, enable:
Internet client access protocols on all mail servers. Notes client access protocols are
enabled by default.
The Router on each server
The SMTP listener task in the Server document of each server you want to receive
mail via SMTP
The option "SMTP allowed within the local Internet domain" for "MIME messages
only" in the Configuration Settings Document for each server you want to send mail
via SMTP
If your servers are in more than one Notes named network, enable "Servers within
the local Notes domain are reachable via SMTP over TCPIP" in the Configuration
document for each server you want to send and receive mail via SMTP.
Domino routes both MIME and Notes rich text format over Notes protocols and
routes MIME format over SMTP. The Notes client software that creates and deposits messages in MAIL.BOX creates them in the format most easily read by the recipient.
For example, if the recipient uses an IMAP client, the client software creates a MIME
message for that recipient. The client software can create the message in both formats when necessary. For example, the client software creates a Notes rich text
format message for a recipient who uses a Release 4 Notes client and creates a
MIME message for a recipient who uses a POP3 client.
If both SMTP and Notes routing are enabled, the Router chooses the optimal protocol
to use to move the message to its destination. For example, if SMTP is enabled for
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the local Internet domains, the Router uses SMTP to route the MIME copy of a
message to a POP3 recipient's server, and uses Notes protocols to route the Notes rich text format copy of a message to a Notes recipient's server.
External mail
To route mail to external Internet domains, you must set up at least one server to connect to the Internet and route mail over SMTP. You can choose how many servers
route mail directly to the Internet.
All mail servers route mail directly to external Internet domains
In this configuration, every mail server connects to the Internet and runs the TCP/IP
network protocol. Each server has the setting "SMTP used when sending messages outside of the local Internet domain" enabled in its Configuration Settings Document.
When a user sends a message to a recipient in an external Internet domain, the
Router looks up the domain in the Domain Name Service (DNS) and uses SMTP to connect to the receiving server in that domain. The Router transfers the message
and closes the connection.
Only designated mail servers route mail directly to external Internet domains
In this configuration, a few designated mail servers connect to the Internet. Other
mail servers route messages addressed to recipients in external Internet domains to these servers. To set this up using SMTP, configure the servers that are connected to
the Internet as relay hosts -- for example, create a DNS name, such as acme.com, that maps to multiple MX records. Each MX record lists one of the connected servers.
Enter the DNS name in the "Relay host for messages leaving the local Internet
domain" field in the Configuration Settings document for all servers that do not connect directly to the Internet. When the Router on those servers finds a message
addressed to a recipient in an external Internet domain, it forwards the message to
one of the servers that are listed in DNS and correspond to that name.
To set this up using Notes protocols, create Foreign SMTP Domain and SMTP
Connection documents. When the Router on a server not connected directly to the
Internet finds a message addressed to a recipient in an external Internet domain, the Router forwards the message to the domain in the Foreign SMTP Domain
document, which is connected to one of the servers with an Internet connection by the SMTP Connection document. When that server receives the message, its Router
connects to the external Internet domain and routes the message.
Only one server routes mail directly to external Internet domains
In this configuration, one designated mail server connects to the Internet. Other mail
servers route messages addressed to recipients in external Internet domains to this
server. To set this up using SMTP, configure the server that is connected to the Internet as a relay host. Enter the host name in the "Relay host for messages leaving
the local Internet domain" field in the Configuration Settings document for all servers
that do not connect directly to the Internet. When the Router on those servers finds a message addressed to a recipient in an external Internet domain, it forwards the
message to the server listed in DNS as corresponding to that name.
To set this up using Notes protocols, create a Foreign SMTP Domain document and an SMTP Connection document. When the Router on a server not connected directly
to the Internet finds a message addressed to a recipient in an external Internet
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domain, the Router forwards the message to the domain in the Foreign SMTP
Domain document, which is connected to the server with an Internet connection by the SMTP Connection document. When that server receives the message, its Router
connects to the external Internet domain and routes the message.
Dial-up connection
Your organization may connect to the Internet and external Internet domains
through a dialup connection -- for example, to an Internet Service Provider (ISP). To set up a dialup connection in your Domino mail system, create a Notes Direct Dialup
Connection document and then configure how Domino exchanges messages over
that connection.
Relay host
You may want to route all mail for recipients in external Internet domains through a
certain server or servers -- for example, though a firewall server. Set up a relay host to which the Router forwards all mail for recipients in external Internet domains. The
relay host then connects to the recipient's domain and routes the message.
Mail Routing using NNN (Notes Named Network)
Routing mail using Notes routing
Notes routing moves mail from the sender's mail server to the recipient's mail
server. The Router for the sender's server determines the next server to move the
message to -- or in other words, the next "hop" on the path to the message's destination. Each server calculates the next hop along the route to the destination
server. When the message reaches the destination server, the Router delivers it to
the recipient's mail file.
Determining the recipient's server
When a user sends mail to a recipient with a Notes address -- for example, Jane Doe/Acme -- the Router looks in the Domino Directory for a Person document for
Jane Doe/Acme. The Person document contains the name of Jane Doe's mail server.
If the recipient's server is the same as the sender's server, the Router delivers the message to the recipient's mail file. If the sender and recipient have different mail
servers, the Router checks the Domino Directory to determine whether the servers
are in the same Notes domain.
Determining the recipient's Notes domain
A Notes domain is a group of servers that share the same Domino Directory. If the
servers are in different Notes domains, the Router looks in the Domino Directory for a Connection document that connects a server in the sender's domain to a server in
the recipient's domain. After finding the Connection document, the Router routes the message to the server in the sender's domain that connects to a server in the
recipient's domain. When the servers connect, the message is transferred to the
other domain, where it routes to the recipient's server and mail file.
In an organization that uses multiple Notes domains, two domains may not be
connected -- that is, no server in the first domain may have a connection to a server
24
in the second domain. In this case, mail can route through another domain or
domains that bridge the two domains. For example, if Domain A and Domain B do not have any server connections but both have connections to Domain C, mail
between Domain A and Domain B can route through Domain C. To set up this routing
path, you create Non-adjacent Domain documents that specify the target domain and the domain through which to route mail to reach that target domain.
If the recipient is in the same domain as the sender, the Router finds the next hop for the message and transfers the message to that server. That server in turn
determines the next hop for the message and transfers it; this next-hop calculation
continues until the message reaches its destination.
Determining the server's Notes named network
The Router determines the Notes named network for the recipient's server and the
sender's server. A Notes named network is a grouping of servers that share a LAN protocol and are connected by a LAN or by modem connections. If the two servers
are in the same Notes named network, the Router immediately routes the message
from the MAIL.BOX file on the sender's server to the MAIL.BOX file on the recipient's server. Then, the Router on the recipient's server delivers the message to the
recipient's mail file. Because mail routes automatically within a Notes named network, you do not need to create any additional connections or documents.
Servers in different Notes named networks
If the two servers are in different Notes named networks, the Router on the sender's server needs to find a connection between the two networks. Connections between
Notes named networks require a server that runs both protocols. For example, one
server might run TCP/IP and SPX and be a member of both Notes named networks. A server in a third Notes named network might act as a bridge between the
networks. For example, a server in a NetBIOS Notes named network might also run
TCP/IP and SPX and be able to bridge the TCP/IP and SPX networks.
To determine connections between Notes named networks, the Router looks at
Connection documents, which schedule connections between Domino servers. A
Connection document specifies the sending and receiving servers, when and how to connect, and what tasks -- such as, replication and mail routing -- to perform during
the connection. Connection documents specify connections in one direction and are generally found in pairs. For example, one Connection document schedules a
connection from Server A to Server B, and another Connection document schedules
a connection from Server B to Server A.
After the Router finds a connection between the two Notes named networks, it
routes the mail to the next server along the connection path. If there is a server that
is a member of both Notes named networks, the Router transfers the message from MAIL.BOX on the sender's server to MAIL.BOX on this "bridge" server. If the path
involves multiple server "hops," the Router transfers the message to MAIL.BOX on
the next server in the path. Each Router on the path transfers the message to the MAIL.BOX on the next server in the path.
After the message reaches a server in the destination Notes named network, the Router on that server transfers the message to the MAIL.BOX on the recipient's
server. The Router on the recipient's server delivers the message to the recipient's
mail file.
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Replication
Replicas and replication
To make a database available to users in different locations, on different networks,
or in different time zones, you create replicas. All replicas share a replica ID which is assigned when the database is first created. The file names of two replicas can be
different, and each replica can contain different documents or have a different
database design; however, if their replica IDs are identical, replication can occur between them.
As users add, edit, and delete documents in different replicas of a database, the
content in the replicas is no longer identical. To ensure that the content in all replicas remains synchronized, you use Connection documents to schedule replication
between the servers that store the replicas. Then multiple sites, teams, and users can make changes to a database and share those changes with everyone else who
has access to that database. In addition, using replicas and scheduling replication
reduces network traffic. Users never need to connect to a single central server that stores the only replica of a particular database; instead, they can access a replica of
that database on one or more local servers.
These distributed replicas can also be Web sites that are hosted on different Domino servers. Then users aren't dependent on one server when they attempt to access
critical applications over the Internet. If one server is unavailable, users can access
another replica of the database on another server. You can also use replicas to help manage ongoing Web site design. On one server, you can set up a Web staging area
where you design and test new pages. When the design changes are tested and ready to be released, you can replicate this server with the server storing the replica
of the Web site that is available to users. By using replicas and replication this way,
you prevent Web users from seeing your "work-in-progress."
A replica of a database isn't the same as a copy of a database that you make by
choosing File - Database - Copy. Although a copy of a database may look the same
as the original database, a copy doesn't share a replica ID with the original database and so it can't replicate with it.
For an example of setting up replicas, see the chapter "Sample Domino System
Configuration."
Deciding when to create a replica
Plan your replica strategy carefully, and create replicas on servers only when
necessary. The more replicas, the greater the demand on server and network resources and the greater the need for additional maintenance. To prevent
unnecessary proliferation of replicas, assign Create Replica server access to only a few administrators. Then tell users and application developers to send their requests
for new replicas to these administrators.
Create a replica of a database to:
• Improve performance of a heavily used database
• Distribute network traffic
• Keep a database that you're redesigning separate from a production version of the database
• Keep a database available even if one server goes down
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• Make a database available to users in remote locations
• Provide a replica containing only a subset of information that is relevant to a particular workgroup
• Set up Domino system administration -- for example, you must create replicas of
the Domino Directory, the Administration Requests database, and other critical system databases
• Place a replica of a master template on each server that stores a database that inherits from the master template
• Create a backup database from which you can restore information if data
becomes corrupted; since corrupted data often replicates, use this only as a secondary backup method.
Keep in mind that two replicas will contain slightly different content between
replications. If users need access to the most up-to-date information in a database, you can create replicas on clustered servers and then set up replication in clusters.
In a cluster, all replicas are always identical because each change immediately
replicates to other servers in the cluster.
How server-to-server replication works
For server-to-server replication, the Replicator on one server calls another Domino
server at scheduled times. By default, the Replicator is loaded at server startup.
To schedule replication between servers, you create Connection documents that
describe when servers connect to update replicas. As users add, edit, and delete documents in a database, the replicas contain slightly different information until the
next time the servers replicate. Because replication transfers only changes to a
database, the network traffic, server time, and connection costs are kept to a minimum.
During scheduled replication, by default, the initiating server first pulls changes from
the destination server and then pushes changes to the destination server. As an alternative, you can schedule replication so that the initiating server and destination
server each pull changes or so that the initiating server pulls changes only or pushes
changes only.
You can also use the server commands Pull, Push, and Replicate to initiate replication
between servers.
Replication, step-by-step
1. The Replicator remains idle until Server A initiates replication to Server B.
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2. As a security precaution before replication, the two servers authenticate their
identities in an exchange involving their public and private keys. First, the two servers find a certificate in common. Next, they test each other's certificate to
ensure it is authentic.
3. The two servers compare lists of databases to identify databases with identical replica IDs.
4. The servers check the time when each database was last modified to see if that time is more recent than the date of the last successful replication event
recorded in the replication history. This step enables servers to determine that
a database needs to be replicated.
5. For each modified database, both servers build a list of the document, design
element, and ACL changes that occurred since the last replication with the other
server.
6. For each modified database, Server A checks the database ACL to determine
what changes Server B can make to its replica, and Server B checks the ACL to
determine what changes Server A can make to its replica.
7. The transfer of document, design, and ACL changes takes place. For
documents, the servers replicate only the fields that have changed, rather than replicating the entire documents. For documents that were deleted, deletion
stubs remain, enabling the replicator to replicate the deletions. To save disk
space, Domino removes these deletion stubs according to the purge interval that is set in the database replication settings.
8. One of the following occurs:
If replication completes successfully, Server A uses the time stamp from Server B to record in the replication history the time when replication was completed.
Server B uses the time stamp from Server A to do the same.
If replication fails to complete successfully, the time stamps aren't recorded in the replication history so that future replications use the earlier time stamp.
The replication failure is recorded in the Replication Events view of the log file.
Planning scheduled replication between servers
Because replication can involve the movement of large amounts of data, how you set
up and schedule replication has significant performance consequences. A well-planned replication schedule, tailored to your company's infrastructure and usage
patterns, prevents uneven server workloads and excessive network congestion. Regularly scheduled replication ensures replicas remain synchronized.
Consider the following when establishing a replication schedule:
• Replication topology
• The number of Connection documents you need
• The type of replication that's appropriate
• When replication will occur
• The databases that will replicate
• The priority of databases that will replicate
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• A time limit for replication
• Multiple replicators
Connection Document Server-to-server connections
To replicate databases and exchange mail, servers must connect to each other. You can set up connections through a local area network (LAN) or use remote
connections, such as a dial-up modem or remote access service. You can also make
connections using a passthru server, which is a server that acts as an intermediary server between a client and its destination. If you want to connect servers over the
Internet, you can do this as well.
To help establish connections, you can create Connection documents in the Domino
Directory. A Connection document establishes a connection and specifies how and
when servers connect to replicate and exchange mail.
Most Connection documents have two parts, a network part and a schedule part. The
network part defines the connection: which server to connect to and how that
connection is made. The schedule part determines when to perform activities such as replication and routing to a particular server. Information in the network part is used
whenever connecting to a specified server, whether or not the connection is related
to any task defined in the schedule part.
The number of Connection documents that you create for a server depends on
whether the server is running the replication task and/or the mail task. When you set
up a server, the Server document, by default, enables mail routing. When you create a Connection document, replication is enabled. Depending on how you use the server
-- that is, whether you store mail files on it and/or application databases -- you must create a minimum of one or two Connection documents on the servers you set up for
mail or replication.
Replication between a pair of servers requires one Connection document on either of the servers. It requires one document because replication works bidirectionally --
that is, the calling server manages the exchange of information in both directions, to
and from the answering server.
Mail routing between a pair of servers requires one Connection document on each
server because mail routing between servers works in only one direction. For
example, Server A needs a Connection document to route mail to Server B. And
29
Server B needs a Connection document to route mail to Server A.
If you want to route mail between Domino and non-Domino mail systems, you must, among other things, create a Foreign Domain document in the Domain Directory.
Servers can also use information gathered from an External Domain Network
Information document to make a connection. As an administrator, you configure this document to retrieve names and addresses of servers in another domain so that
users or servers do not need to create Connection documents to connect to servers in that domain.
Before you create Connection documents, plan a server connection topology for your
system. Different Types of Connection Type
1. Local Area Network 2. Notes Direct Dialup
3. Passthru Server
4. Network Dialup 5. X.25
6. SMTP 7. X.400
8. cc:mail
9. SNA 10. Hunt Group
11. News/NNTP
12. SameTime
In the above connection type we use on the below
1. Local Area Network
2. Notes Direct Dialup 3. Passthru Server
4. Network Dialup
5. SMTP
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Troubleshooting tools
Domino provides several tools to help you troubleshoot problems. Most of the tools
are available through the Domino Administrator. The table below summarizes the available tools and indicates how each is useful.
31
If you haven't solved your problem after reading through the section that applies to
the problem, you may want to search the Lotus Customer Support Web site or call Lotus Customer support directly for help with troubleshooting your problem.
Tool Problems that the tool
resolves
How to access the tool
Server log file (LOG.NSF) All problems From the Server - Analysis
tab in the Domino
Administrator
Domino Web server log
file (DOMLOG.NSF)
Web server problems From the Server - Analysis
tab in the Domino
Administrator
Server's MAIL.BOX Mail routing problems From the Messaging - Mail
tab in the Domino
Administrator
Mail trace Mail routing problems From the Messaging - Mail
tab in the Domino
Administrator
Mail reports Mail user activity From the Messaging - Mail
tab in the Domino
Administrator
Mail tracking Lost mail From the Messaging -
Tracking Center tab in the
Domino Administrator
Mail routing status Undelivered mail From the Messaging - Mail
tab in the Domino
Administrator
Mail routing topology
maps
Mail routing problems
between servers
From the Messaging - Mail
tab in the Domino
Administrator
Mail routing events view in
the log file (LOG.NSF)
Undelivered mail From the Messaging - Mail
tab in the Domino
Administrator
Shared Mail view in the
log file (LOG.NSF)
Disk space usage From the Messaging - Mail
tab in the Domino
Administrator
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Network trace Connection problems In User Preferences.
Choose File - Preferences - Notes Preferences
Replication events in the
log file (LOG.NSF)
Replication problems for a
particular server
From the Replication tab in
the Domino Administrator
Replication history Replication problems with
a specific database
Under Database
Properties. Choose File -
Database - Properties; or choose File - Replication -
History
Replication schedule Replication problems for a particular server
From the Replication tab in the Domino Administrator
Replication topology maps Replication problems
between servers
From the Replication tab in
the Domino Administrator
Statistics and events Server statistics and
events you specifically
monitor
Configured from the
Configuration tab of the
Domino Administrator; view statistics from the
Server- Analysis tab in the
Domino Administrator
Database analysis Database problems From the Files tab in the
Domino Administrator
Administration Requests database
Administration Process errors
From the Servers - Analysis tab in the Domino
Administrator
Server commands Various From the Servers - Status tab in the Domino
Administrator
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Domino Server Tasks Task Command to run task Description Default in NOTES.INI
file Administration Process AdminP Automates a variety of
administrative tasks. ServerTasks
Agent manager AMgr Runs agents on one or more databases.
ServerTasks
Billing Billing Collects all generated billing information.
ServerTasks
Calendar Connector Calconn Processes requests for free-time information from another server.
ServerTasks
Cataloger Catalog Updates the database catalog.
ServerTasksAt1
Chronos Chronos Updates full-text indexes that are marked to be updated hourly, daily, or weekly.
None
Cluster Administration Process
Cladmin Oversees the correct operation of all components of a cluster.
None
Cluster Database Directory Manager
Cldbdir Updates the cluster database directory and manages databases with cluster-specific attributes.
ServerTasks
Cluster Replicator Clrepl Performs database replication in a cluster.
ServerTasks
Database compactor Compact Compacts all databases on the server to free up disk space.
None
Database fixup Fixup Locates and fixes corrupted databases.
None
Designer Design Updates all databases to reflect changes to templates.
ServerTasksAt1
DIIOP DIIOP Allows Domino and the browser client to use the Domino Object Request Broker (ORB) server program.
ServerTasks
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Directory Cataloger Dircat Populates directory catalogs and keeps the catalogs up-to-date.
None
Domain Indexer Domidx Creates a central, full-text index for all specified databases and file systems in a domain. Runs only on Domain Catalog servers.
None
Event Monitor Event Monitors events on a server.
None
HTTP Server HTTP Enables a Domino server to act as a Web server so browser clients can access databases on the server.
None
IMAP Server IMAP Enables a Domino server to act as a maildrop for IMAP clients.
None
Indexer Updall Updates all changed views and/or full-text indexes for all databases.
ServerTasksAt2
ISpy RunJava ISpy Sends server and mail probes and stores the statistics.
ServerTasks
LDAP Server LDAP Enables a Domino server to provide LDAP directory services to LDAP clients.
None
MTC MTC Reads log files produced by the router and writes summary data about message traffic to a database for message tracking purposes.
ServerTasks
NNTP Server NNTP Enables a Domino server to act as a news server for NNTP clients.
None
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Object store manager Object Performs maintenance activities on databases and mail files that use shared mail.
ServerTasksAt2=Object Collect mailobj.nsf
POP3 Server POP3 Enables a Domino server to act as a maildrop for POP3 clients.
None
Replicator Replica Replicates databases with other servers.
ServerTasks
Reporter Report Reports statistics for a server.
None
Router Router Routes mail to other servers.
ServerTasks
Schedule manager Sched Returns meeting times and dates and available invitees.
ServerTasks
Statistic Collector Collect Collects statistics for multiple servers.
None
Statistics Statlog Records database activity in the log file.
ServerTasksAt5
Stats Stats Generates statistics for a remote server on demand.
ServerTasks
Web Retriever Web Implements the HTTP protocol to retrieve Web pages and convert them into Notes documents.
None
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Domino Server Commands This list briefly describes the server commands. Command Description Broadcast Sends a message to specified users or to all users of this server.
Dbcache Flush Closes all databases that are currently open in the database cache.
Drop Closes one or more server sessions.
Exit Stops the server. This command is identical to Quit.
Help Displays a list of server commands with a brief description, arguments (if any), and the proper syntax for each.
Load Loads and runs a specified server task or program on the server.
Pull Forces a one-way replication from the specified server to your server.
Push Stops the server. This command is identical to the Exit server command.
Quit
Replicate Forces replication between two servers (the server where you enter this command and the server you specify).
Restart Port Disables transactions (or messages) on the specified port and then re-enables the port after a brief delay.
Restart Server Stops the server and then restarts the server after a brief delay.
Route Initiates mail routing with a specific server.
Set Configuration Adds or changes a setting in the NOTES.INI file.
Set Secure Password-protects the console.
Set Statistics Resets a statistic that is cumulative.
Show Allports Displays the configuration for all enabled and disabled ports on the server.
Show Cluster Displays the local server's cluster name cache.
Show Configuration Displays the current value for a NOTES.INI setting.
Show Directory Lists all database files in the data directory and identifies multiple replicas of a database.
Show Diskspace Displays the amount of space, in bytes, available on the disk drive (Windows NT or OS/2) or file system (UNIX).
Show Memory Used for OS/2.
Show Performance Displays the per minute user/transaction values when the Domino Server is running.
37
Show Port Displays traffic and error statistics, and resources used on the network
adapter card or communications port.
Show Schedule Shows the next time that a server task will run.
Show Server Shows server status information.
Show Stat Displays server statistics for one or more of the following: disk space, memory, mail, replication, and network activity.
Show Tasks Displays the server name, the Domino program directory path, and the status of the active server tasks.
Show Users Displays a list of all users who have established sessions with the server.
Show Transactions For each type of transaction, displays the total number of NRPC transactions, the minimum and maximum duration of the transaction, the total time to perform all transactions, and the average time to perform the transaction.
Start Port Enables transactions (or messages) on the specified port.
Stop Port Disables transactions (or messages) on the specified port.
Tell Issues a command to a server program or task.
Trace Tests a connection to a server.
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What is Lotus Notes?
Lotus Notes is powerful, multi-faceted software for Windows® and Macintosh® computers that helps people work together effectively. With Notes, people can work
together regardless of technical, organizational, language, or geographical
boundaries. Lotus Notes is designed to perform tasks that normally require many applications to complete. With Lotus Notes, you have the power of the Internet
combined with the versatility of Notes databases at your fingertips.
Notes extends the power of messaging and data exchange to bring you all the information that you need, whether that information is from Notes or the Internet:
Calendar
To do lists
Address Book
Internet address lookups
Web browsing
Internet e-mail (IMAP or POP) client software
Internet newsgroup messaging
Secure certificates
Servers and Notes clients
Notes consists of three primary programs: a DominoTM server, an Internet standard server, and the Notes client.
The Notes client runs on a computer running Windows or Macintosh software. It
communicates with Domino servers and Internet servers so you can use, among other things, shared databases, read and send mail, post messages to
an NNTP newsgoup, find people and databases, and browse the Web.
The Domino server - a computer running Windows® or UNIX® - provides services to Notes client users and other Domino servers including storage of
shared databases and Notes mail routing.
An IMAP or POP3 server - any computer, such as one provided by an Internet Service Provider (ISP), that allows you to read and send e-mail messages from
your Notes client.
Note A Domino server is not the same as a file server. A file server is a computer
that provides access to shared resources like printers and applications, and manages
network activity.
39
What's new in Release 5?
Lotus Notes Release 5 introduces a powerful new user interface, new improved mail
and calendar features, and Internet standards support.
New user interface
Notes unveils a dramatically new user interface designed to let you take advantage
of the new power of Notes, whether you are viewing Notes databases, contributing to a discussion group, reading mail from your ISP, or just surfing the Web. While the
interface has changed, you can still use the legacy Notes Workspace from previous
releases of Notes.
Feature Description
Welcome page Start on the Welcome page for all your important information. The Welcome page contains some basic tasks
and you can customize it, too:
Instant access to mail, calendar, and to do lists
Customize the page to see your latest mail messages
and appointments at a glance
Add your favorite Web sites or newsgroups
Instant search of Web sites, local documents,
databases, or anything
Notes Tour
See What's New
Bookmarks Create bookmarks for anything you want to return to later,
whether it's from Notes or the Internet.
Navigation buttons
Navigate through open pages of information with tabs and Web-like universal navigation buttons.
Task buttons Use new task buttons to quickly switch from one window to
another. Task buttons replace the Windows menu in older releases of Notes.
40
New mail and calendar features
You can use new mail features such as cc:Mail-like address headers, mail rules, easier mail archiving, and easy Internet lookup of mail addresses. You can get
organized with enhanced Calendar and Scheduling features such as tasks that follow
you from one location to another, improved calendar management, a group calendar, and more.
Create professional-looking documents using new Notes editor features
Improved table support
Print preview to view how your document will look in print
Browse the Web with support for frames and animated GIFs, or use the
integrated Microsoft Internet Explorer 4.x
Internet standards support
Notes embraces Internet messaging standards so now you can view Internet mail messages, Web pages, and newsgroups with full fidelity (because of MIME and HTML
support), and security (using SSL, S/MIME, and X.509 certificates).
You can read and send messages to any IMAP or POP3 server (your Internet Service Provider, for example). You can read and post messages to an NNTP newsgroup,
search any LDAP directory like bigfoot.com or four11.com. This is especially helpful
when you are in the middle of addressing an e-mail message and you quickly need to look up an e-mail address.
Client Configuration Wizard
When you install the Notes client, Notes runs the Client Configuration Wizard to easily guide you through setting up initial connections. Notes prompts you for the
type of connection you need: Microsoft Dial-up Networking, Notes Direct Dial-up
(previously Dial-up Modem), LAN, or, new with Notes Release 5, Internet Dial-up. You'll also have an opportunity to set up an Internet mail account, choose an NNTP
server, and an LDAP server for name lookups. See Setting up Notes for the first time
for more information.
New mobile Connection Configuration Wizard
Once you are connected, Notes has a new feature that automatically creates server
connections when you configure a location for remote use. When you edit a mobile location or create a new one, Notes offers a configuration wizard to take you through
the process.
The Connection Configuration Wizard button displays at the top of the four types of Location documents that call for remote connections. When you click the button,
Notes prompts you for the type of connection you need: Microsoft Dial-up Networking, Notes Direct Dial-up (previously Dial-up Modem), LAN, or, new with
Notes Release 5, Internet Dial-up.
Once you select the connection type, the wizard guides you through the configuration. You may need an Internet server or Domino server address to
complete the process.
41
To run the connection wizard, choose File - Mobile - Edit Current Location. Then
press the Connection Configuration Wizard button at the top of the form. See Notes Away from the Office for more information
Configuration of Lotus Notes Client
Before the you start the installation please check the network connection, if you need
to add the server name & IP address to the host file entry, if the server name is added to the WINS or DNS server in your network then it is not necessary to add the
server name & IP address in the host file
Once the installation of the Lotus Notes Client is done then you need to configure the
client to connect to the server
Click on Lotus Notes to start the Lotus Notes Configuration
Click on Next
42
Click on Next
Click on Next
43
Enter the Domino Server Name & click on Next
If you administrator has given you the ID file on a network drive or on floppy drive
click in Browser to find the same else, if you administrator has only given the First Name & Last Name that needs to be configured use the below option & click on Next
44
Then enter the password that the administrator has given you
Here it will check for you name on the server address
It creates the your local(personal address book)
Click on OK the start the Lotus Notes Client
45
Welcome Page
Below is the Welcome Page is a single source page that allows you to bring
information together from various places that are important to you. By default, the Welcome Page allows you to access your mail, calendar and to do lists.
To create or customize Headlines for your Welcome Page
46
1. Click the Welcome task button to bring up your Welcome Page (if you have
something other than the Welcome Page set as your Home Page, open your Favorite Bookmarks folder on the Bookmark bar and click Welcome).
2. Choose a style from the Welcome Page list in the upper right corner of the
Welcome Page.
3. Click the Options button that appears next to the Welcome Page list, or choose
Create New Page Style from the list.
4. In the Page Options dialog box, click the Basics tab to do the following:
Give your page a title. This adds the page to the Welcome Page list.
Choose the layout for your Headlines to appear in the Welcome Page.
5. Click the Content tab, click inside each frame in the "Select a frame" section,
and choose an item for the selected frames from the content list in the "Frame
content" section.
6. (optional) If you choose Web page, do one of the following:
Select a Web page from the default list on the right.
Select "I want to type in the address" and type in the address in the Web address box.
7. (optional) If you choose Quick links, and would like to add your own links, click Edit on the right. Then click Clear next to the default selection(s) you want to
erase in the Quick Links dialog box, add a new Web page name and URL and
click OK.
8. (optional) If you choose Database Subscriptions, refer to the topic Database
Subscriptions.
9. Click OK.
Notes
If you have a database open in Notes, and you also have the same database displayed on the Welcome Page, you must refresh the Welcome Page to see any
changes you make.
If you do not see the Welcome bookmark in your Favorite Bookmarks folder, choose File - Database - Open, select bookmark.nsf and click OK. Then drag the
bookmark.nsf task button to your Favorite Bookmarks folder.
To refresh the Welcome Page
There are three ways to refresh the Welcome Page:
Put focus in one Headline and press F9 to refresh that Headline.
Click the refresh arrow in the upper right corner of the Notes screen to refresh each
Headline one by one.
Press SHIFT+click the refresh arrow in the upper right corner of the screen to rebuild
the entire frame set of Headlines at once.
47
To resize Headlines on your Welcome Page
Place your mouse pointer over the Headline border until there is a double sided arrow. Drag the Headline border up or down until the desired size is achieved.
To delete a Welcome Page style
1. Click the Welcome task button to bring up your Welcome Page (if you have something other than the Welcome Page set as your Home Page, open your
Favorite Bookmarks folder on the Bookmark bar and click Welcome).
2. Choose the style to delete from the Welcome Page drop down list in the upper
right corner of the Welcome Page.
3. Click the Options button that appears next to the Welcome Page list.
4. In the Page Options dialog box, click the Basics tab and then click the Delete
button.
5. Click Yes on the "Continue Delete" dialog box.
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Bookmark bar
The Bookmark bar organizes your bookmarks. Each icon on the Bookmark bar
(running down the left edge of the Notes window) opens up a bookmark or a page of bookmarks, including your favorite Web browser bookmarks.
Bookmark folders contain bookmarks or more folders. The following Bookmark
folders appear by default on the Bookmark bar when you initially open Notes:
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Favorite Bookmarks folder
Use the Favorite Bookmarks folder to house your favorite bookmarks.
Databases folder If you are upgrading to Notes Release 5, the Database folder bookmark contains all
of your workspace icons translated into Bookmark folders and bookmarks. Your
previous workspace pages are now folders, and the workspace icons are bookmarks inside those folders.
More Bookmarks folder
The More Bookmarks folder contains a Lotus Links folder, an Internet Search Sites folder, and a Create folder. The Lotus Links folder contains bookmarks to Lotus
products Web sites, such as Notes.Net. The Internet Search Sites folder contains
bookmarks to Web sites that you can perform searches on, such as AOL Netfind. The Create folder contains bookmarks to documents that you frequently use in Notes. By
default, there is a bookmark to create a new Memo, a new Calendar entry, a new Contact for your Address Book, and a new To Do list. To add more bookmarks, just
drag and drop the task button of any new document you create to this folder.
Netscape Navigator Links folder and Internet Explorer Links folder These folders contain bookmarks for Netscape Navigator, Internet Explorer, or both.
Bookmark pages
Bookmark pages contain lists of bookmarks and folders of bookmarks. To open a page, click on one of the Bookmark folder icons. To keep a page open, click the
pushpin in the upper right corner. To close the page, click anywhere in the main
Notes window or click the X in the upper right corner.
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Bookmark menu
From the Bookmark menu, you can create a new folder for the open bookmark page, change the size of bookmark icons, display bookmark server names, display the
unread document count for bookmarks, restore Bookmark defaults, and pin open the
Bookmark page. Click the arrow in the upper left corner of a Bookmark page to view the Bookmark menu.
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Bookmark context menus
Right-click on any bookmark to copy, remove, or rename the bookmark. Bookmarks have extensive context menus built right into them so that you can perform most
operations on a database without even opening the database.
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User’s Mail
Opening your mail
Click any of these topics:
To open your mail
Mail folders and views
To open a message
To open your mail
Click the mail button on the Bookmark Bar:
Note This works only if there's an icon for your mail database on your workspace. If
there isn't, use File - Database - Open to add the icon to your workspace. If you don't know the server your mail database is on, see your Domino administrator.
Mail folders and views
Notes mail comes with the following default folders and views:
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Folder or view Description
Inbox folder Stores all messages that you receive. Messages remain in the Inbox until you move them to a different folder or delete
them.
Drafts view Stores all messages that you save without sending. You can go back to these messages, edit them, and send them later.
Sent view Stores all messages that you sent and saved.
All Documents view Stores all messages that are currently in your mail database.
Trash folder Stores messages that you marked for deletion in your mail. For information, see Deleting mail.
Discussion Threads
view
Stores all messages grouped with their replies so you can
view an entire conversation at once.
Rules folder Stores all rules that you create to filter new messages. For
information, see Filtering new mail using rules.
Stationery folder Stores all stationery that you create for sending messages. For information, see Creating stationery for mail.
Group Calendars
folder
Stores all group calendars that you create. For information,
see Creating and working with group calendars.
You can create additional folders and views in your mail database. For information,
see Organizing documents into folders and Putting views to work.
To open a message
What do you want to do? Procedure
Open a message Double-click the message.
Open a message in the preview pane Click the message and then drag the
bottom of the mail window up to open
the preview pane.
View delivery information about a
message
Double-click the message, click Tools,
and choose Delivery Information.
Notes displays the sender's name, whether the sender signed or
encrypted the message, whether the
sender requested a return receipt or selected an importance level for the
message, when the message was sent
and delivered, and the route the message took from the sender's server
to yours.
Open a message in Edit mode Click the message and choose Actions - Edit Document.
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Note To complete some of the procedures given in the Mail and Address Book
section, you must be using the Mail (R5.0) template (mail50.ntf) for your mail database. For more information about finding Release 5 mail features, see Why can't
I find the Tools action button on my screen?. Sending and saving mail
What do you want to do?
Procedure
Send and save a
message
Create or open the message.
Click Send. Notes saves it in the Sent view by default.
Send a message and
save it in a particular folder
Create or open the message.
Click "Send and File."
(Optional) To create a new folder, click "Create New
Folder," type a folder name, select a folder type,
and click OK.
Select a folder and click Add. Notes saves the
message in the selected folder and in the Sent
view.
Save a message without
sending it
Create or open the message.
Click "Save As Draft." Notes saves it in the Drafts
view, where you can go to edit the message and send it later.
Send a message without
saving it
Create or open the message.
Press ESC.
Select "Send only" and click OK.
Discard a message
without sending or saving it
Create or open the message.
Press ESC.
Select "Discard changes" and click OK.
Send all messages
without saving them
Choose File - Preferences - User Preferences.
Click "Mail and News."
Under "Save sent mail," select "Don't keep a copy"
and click OK.
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Have Notes ask whether
to save each message
you send
Choose File - Preferences - User Preferences.
Click "Mail and News."
Under "Save sent mail," select "Always prompt" and click OK.
Track a sent message Open the Sent view and select the message.
Choose Actions - Tools - Send Tracking Request.
Select the recipient(s) you want to track.
Select "Delivery Status Only" or "Trace Entire Path"
and click OK.
Note The mail tracer appears as a message in your
Inbox. The tracking result is posted as a response to the tracer message. You can track a message as long as all
the servers the message must pass through are R5
Domino servers. Also, message tracking must be enabled on the servers.
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Calendar and To Do To open your calendar
Click the Calendar button on the bookmark bar:
To move around the calendar
To... Click...
Go to a date The date on the date picker.
Move the date picker back or forward one month
An arrow icon on the top right corner of the date picker.
Go to the current date The sun icon in the lower right corner of the
calendar.
Move the calendar back or forward one page An arrow icon on the bottom right corner of
the calendar (or press Page Up or Page Down).
To change the display of the calendar
What do you want to do? Procedure
Display the calendar in one-day, two-day, one-week, two-week, one-
Click the corresponding format icon.
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month, or work week format
Tip The work week view icon displays the number of days you've
set the work week view for. You can
set the work week view in your calendar preferences, in the Display
tab.
Note You can also change the format by choosing View - Change Format in the
menu.
Display or hide time slots Click the clock icon. If you display time slots, Notes displays each time period for
which you have scheduled an appointment
or meeting as a shaded area.
Note If the time of two appointments or meetings overlap, Notes displays a conflict
bar to the left of the overlapping entries.
Display a calendar entry's full subject (if it's not visible)
Hold the mouse over the entry. Notes displays the full subject in a pop-up
window.
Display calendar entries in a chronological list
Click Meetings.
Change the start time, end time, or
length of time between time slots on each date
Click Tools and choose Preferences.
Click Calendar and then Views.
Specify a new time or select a new
interval.
Change the first day of the week displayed in the one-week, two-
week, and one-month formats
Choose File - Preferences - User Preferences.
Click International.
Select a day in the "Calendar View starts on" field.
Creating To do items
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You can create a to do entry for
yourself or create a to do request and
send it to other people. When you
create a to do entry for yourself,
Notes adds it to your to do list. When
you create a to do request for others,
Notes adds an entry to your to do list
and sends a mail message to each
person you specify:
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Address Book
Advanced Switcher
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Location Document
For each remote location you use with Notes, you must create a Location document.
In Location documents, you specify settings such as the port to use, the location of your mail file, phone dialing information, and, if necessary, replication schedules.
During installation, Notes automatically creates five types of Location documents:
Island, Office, Home, Travel and Internet. Before you can use Notes remotely, you must edit these documents (or create your own). Then, when you want to use Notes
from a remote location, you select the Location document containing the settings
that apply to where you're working.
Click any of these topics:
To create or edit a location document
Advanced settings for locations
Phone dialing options for a location
Mail options for a location
To create or edit a Location document
1. Ask your Domino administrator for the following before you begin:
The name of your mail server.
Whether you use a server and the name of that server.
Whether you use a Domino directory server and the name of that server.
2. Choose File - Mobile - Locations. Notes opens the Locations view of your Personal Address Book.
3. Do one of the following:
To create a Location document, click "Add Location."
To edit a Location document, select the location and click "Edit Location."
4. Click the Basics tab.
5. In the Location name field, enter a name for this location.
6. In the Location type field, do one of the following:
For network use, select "Local Area Network."
For remote use, select "Direct Dialup" or "Network Dialup."
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For a location that supports more than one connection method, select
"Custom."
For a disconnected location, select "No connection."
Note Notes displays different options depending on the location type you
select.
7. (Optional) In the "Prompt for time/date/phone" field, select Yes if you want
Notes to ask you for location-specific information when you use the location.
8. In the Web Proxy field, specify options for connecting to the Internet via a
proxy server.
9. (Optional) Click the Internet Browser tab and select a browser to use at this
location--Notes, Notes with Internet Explorer, Netscape NavigatorTM, Microsoft
Internet Explorer, or Other. If you select Other, click Browse to specify the location of the application in your operating system. The default is Notes.
10. Click the Servers tab.
In the "Home/mail server" field, enter the name of your mail server.
(Optional) In the Passthru server field, specify a passthru server for the
location.
(Optional) In the Catalog/Domain search server, specify a Domain server
for the location.
(Optional) In the Domino directory server field, enter the hierarchical name of your Domino directory server.
11. Click Ports and choose one of the enabled ports that Notes displays.
Note You can enable additional ports using File - Preferences - User Preferences If you are unsure which port to use, check with your Domino
administrator for a network connection, or your hardware documentation for a modem connection (usually a port beginning with COM).
12. Click the Phone Settings tab if you have chosen a remote location. Specify
phone dialing information.
13. Click the Mail tab and specify mail options for the location.
14. (Optional) Click the Replication tab and choose to enable or disable your
replication schedule for that location. Replication is disabled by default.
15. (Optional) Click the Advanced tab for additional settings.
16. Click Save and Close to save the Location document.
Advanced settings for locations
You can click Advanced and specify additional location options.
Under Basics:
If you select No next to "Use operating system's time zone settings," in the
"Local time zone" field select a time zone for the location.
If you select No next to "Use operating system's time zone settings," in the "Daylight-saving time" field specify whether daylight savings time is observed
at this location.
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In the "Only for user" field, enter a user name if more than one user will be
using the workstation.
In the "User ID to switch to" field, enter the name of the User ID you want to
use at this location (network locations only).
In the Load images field, select an option for displaying images in Internet Web pages.
In the Bookmarks filename field, type the name of your bookmarks database (default is bookmarks.nsf).
In the Subscriptions filename field, type the name of your subscriptions
database (default is headline.nsf).
In the Network Dialup idle timeout field, type the number of minutes of
inactivity before Notes cancels the phone call.
Under SSL:
For information on accepting SSL certificates, see the topic Exchanging sensitive
information over the Web.
Under Web Retriever:
In the Web Navigator database field, the name of your web navigator database
(default is perweb.nsf).
In the Concurrent retrievers field, enter the number of concurrent Web
Retriever processes allowed at one time.
In the Retriever log level field, select the level of messages logged to the LOG.NSF by the Web Retriever.
In the Update cache field, select how often you want to update the Web
Retriever's cache.
To control the Web Retriever messages sent to your perweb.nsf (Personal Web
Navigator)
Under Java Applet security:
Set security options for accepting documents with Java Applets. For more
information click:
To open a page that has Java applets (Personal Web Navigator)
Under Secondary Severs:
Fill in the names of any secondary servers you use from that location. Check with your Domino administrator for details.
Under MIME Settings:
Choose an attachment encoding method, and, if applicable, a Macintosh conversion method. Check with your Domino administrator for details.
Phone dialing options for a location
You can specify phone information on the Phone Settings tab of a remote Location document.
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Field Information to enter
Prefix for outside line The number, if any, needed to dial to get an outside line at the location. Many US
businesses, for example, use 9.
International prefix The number needed to dial international calls.
Country code at this location The country code at the location.
Long distance prefix The number needed to dial long distance,
usually 1 in the US.
Area code at this location Area code at the location.
Calling card access number An access number to use a calling card for
each call you make from the location. (The access number is the number you dial
before a phone number to indicate you
want to use a calling card).
Calling card number or extension suffix
field
A calling card number or extension to use
for each call you make from the location.
Dialing Rules button Click to enter server phone number information for the location.
To have Notes display this dialog box automatically when you use the location, choose File - Mobile - Edit Current Location and select Yes in the Prompt for
time/date/phone field.
Tip If you need to add a delay in dialing because the number you're calling plays a message, such as instructions for selecting an extension, you can use commas to
delay all or part of the dialing. For example, you can add commas between the phone number and extension number. Each comma forces a two-second delay.
Mail options for a location
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You can specify mail options such as whether
to use server-based or workstation-based mail
from the Mail tab of a Location document.Field
Information to enter
Mail file location Select "on Server" to use your mail file directly
on a server at the location or select Local to
use a local replica of your mail file at the
location.
Mail file The path to your mail file.
Notes mail domain The mail file's domain.
Internet domain for Notes addresses when
connecting directly through the Internet
The Internet domain to use if you have set up
an Internet mail account.
Recipient type ahead Select Disabled if you don't want to use the
quick-address method when you type mail
addresses at the location. Select Local Only to
have Notes look for names in your Personal
Address Book when you type mail addresses.
Select Local then Server to have Notes look for
names in your Personal Address Book and then
the Domino Directory on your mail server when
you type mail addresses.
Recipient name lookup Select "Stop after first match" to have Notes
find only the first name that matches the
recipient name when you send mail from the
location. Select "Exhaustively check all address
books" to have Notes find all of the names that
match the recipient name and ask you which
one to use.
Mail addressing Select Local and Server to add the server's
address books to the Mail Address dialog.
Send outgoing mail Select "through Domino Server" to send mail
through your mail server. Select "directly to
Internet" to send mail through an Internet
account.
Transfer outgoing mail if Type the number of messages which must
accumulate before Notes automatically sends
mail.