Lotus Notes 8 Client Administration

Course:  LN8AD
Duration:  5 Days
Level:  III
Course Summary

During this course you will use Domino Administrator as you learn to perform Notes-specific administration tasks such as registering users and controlling Notes configuration using policies.

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Topics Covered In This Course

Set Up and Tour Domino Administrator

  • Important definitions
  • Start Domino Administrator
  • Exercise: Set up Notes using the Notes Configuration Wizard
  • User interface
  • Sequence to use Domino Administrator
  • Get Administrator Help
  • Exercise: Domino Administrator interface
  • Remote Server Console
  • Administration Preferences
  • Change to another location
  • Start Domino Administrator to Local

Domino Administrator Security

  • Effective Administrator access
  • General Server access
  • Administrator access on Security tab
  • Full Access administrator mode
  • Administrator access to the Domino Directory
  • Administrator access to system databases

Basic Notes User Registration

  • What is Notes user registration?
  • The role of a Person document
  • Incidental results of user registration
  • No user count limits
  • Results of first server setup
  • Review of administrative rights required to register a user
  • Guided Exercise: Basic Notes user registration
  • Smartcards

Organizational Units

  • Hierarchy of Certifiers
  • Advantages of Organizational Units
  • Disadvantages of Organizational Units
  • Register users with Organization Certifier
  • Create OU Certifier from Organization Certifier
  • Create OU Certifier from OU Certifier
  • Guided Exercise: Create Organizational Unit Certifier
  • Guided Exercise: Register user under Organizational Unit
  • Certifier ID file security

Configure Certifier IDs

  • Task 1: Rollover O/OU Certifier ID keys to highest strength possible
  • Task 2: Add Contact information to the Certifier document
  • Task 3: Add ID/password recovery information to the Certifier ID
  • Exercise: Add recovery information
  • Task 4: Add multiple passwords to the Certifier ID
  • Task 5: Add support for alternate languages to a Certifier ID

Certificate Authority Process

  • Certificate IDs versus CA Process
  • Advantages of using the CA Process
  • Prerequisites to configure the CA Process
  • CA Process configuration
  • Step 1: Migrate the Organization Certifier ID to the CA Process
  • Step 2: Unlock or activate the Certifier
  • Step 3: Migrate any OU Certifier IDs to CA Process
  • Step 4: Add or delete CAAs or RAs
  • Step 5: Register users with CA Process
  • Exercise: Migrate OU Certifier to CA Process

Prepare Policies and Settings

  • Policy defined
  • Settings documents
  • Policy type
  • Choosing between Explicit and Organizational policy types
  • Exercise: Create Policy and Settings documents
  • Assign policies to users
  • Assignment Method 1: Set default policy for registrations
  • Assignment Method 2: Assign policy during registration
  • Assignment Method 3: Change Person document
  • What you cannot control with policies
  • Lock down user preferences
  • Troubleshooting Notes policy updates

Prepare to Register Users

  • Task 1: Ensure that new users have unique names
  • Task 2: Add user to appropriate group(s)
  • Task 3: Define Registration Settings policy
  • Exercise: Registration Settings
  • Task 4: Set Administration Preferences
  • Exercise: Set Administration Preferences
  • Task 5: Define Setup Settings policies
  • Exercise: Setup Settings

Notes User Registration and Setup

  • Register tool
  • Basics tab
  • Mail tab
  • Address tab
  • ID Info tab
  • Groups tab
  • Roaming tab
  • Other tab
  • Exercise: Register user
  • Registration Queue
  • Other sources for user names and settings
  • Register users from a text file
  • Import text file contents
  • Windows directory integration
  • Exercise: Set up Notes user

Security Policies

  • Execution Control Lists and Design signatures
  • Administrator control over ECLs
  • Administration ECL
  • Refresh client ECL with Administration ECL
  • Admin ECL in the Security Settings policy document
  • Exercise: Security Settings policy
  • Encrypt replica databases on laptops
  • Replica encryption in the Desktop Settings policy document
  • Notes mail security
  • Force encryption of all incoming mail at the server
  • Mail Security in the Desktop Settings policy document
  • Exercise: Desktop Settings policy
  • Automatically lock Notes ID policy

User ID Password Control

  • User responsibilities
  • Default password behavior
  • Password strength
  • Custom password policy
  • Custom password policy caveats
  • Increase password security with password verification
  • Enable password verification and expiration
  • Part 1: Enable password verification on the server
  • Part 2: Enable password verification for users
  • How password verification and expiration work
  • Password verification and expiration anomalies
  • Lock out User ID
  • Compare Public Keys
  • Minimum and maximum client level
  • Internet password synchronization with Notes ID password
  • Users can override Internet password synchronization
  • Windows Server password synchronization

User ID and Password Recovery

  • Problem 1: Lost User ID
  • Problem 2: User ID file is deleted by the user
  • Exercise: Recover ID file
  • Problems with password recovery
  • Problem 3: User forgets User ID password
  • Problem 4: User ID password is compromised

Desktop and Productivity Tools Policies

  • Deploy replica databases
  • Deploy Mobile Directory Catalog
  • Deploy custom Home Pages
  • Home Page Advanced Configuration Editor
  • Notes System Diagnostic
  • Automatic Diagnostic Collection
  • Configure Automatic Diagnostic Collection
  • Location document and NOTES.INI variables
  • Productivity Tools Settings document

Mail Policies

  • Mail Settings document
  • Balance features with support concerns
  • Differences from other types of policies
  • Tell AdminP to process Mail Settings
  • Enable sent message recall
  • Out-of-Office notification

Policy Hierarchies and Inheritance

  • Policy hierarchies
  • Create policy hierarchy
  • Inherit settings assignment
  • Policy Viewer
  • Inherit and enforce specific settings in a policy hierarchy
  • Policy Synopsis tool
  • Exception policies

Notes License Compliance

  • Certification Log
  • Client Access Licenses (CALs)
  • Server\Licenses view
  • License tracking
  • Notes version tracking

User ID Changes

  • Administrator access required
  • Administration Server requirements
  • Procedure 1: Rename user (Administrator initiated)
  • Exercise: Rename user
  • Revert user rename change if timed out or rejected
  • Rename Web-only users
  • Find Users
  • Procedure 2: Rename user (User initiated via Notes Mail)
  • Procedure 3: Move a user to another Organizational Unit
  • Procedure 4: Recertify expiring User ID (Administrator initiated)
  • Exercise: Recertify User ID
  • Procedure 5: Recertify expiring User ID (User initiated)
  • Procedure 6: Recertify expired User ID
  • Procedure 7: Update users Private and Public Keys
  • Procedure 8: Delete user
  • Procedure 9: Lock out user from servers
  • Procedure 10: Rename or delete group
  • Procedure 11: Re-register user
  • Procedure 12: Set recovery information after user registration

Notes Software Upgrade

  • Notes software installation
  • Notes upgrade installation
  • First step: Determine the existing version
  • Upgrade by (Notes) Mail
  • Mail Conversion Utility
  • Notes Smart Upgrade
  • Configure and use Smart Upgrade
  • Run As Admin utility
  • Smart Upgrade Governor
  • SUCACHE Server Console commands
  • Smart Upgrade failover
  • Smart Upgrade Tracking reports
  • Smart Upgrade debugging
  • Seamless Mail Upgrade
  • Upgrade ODS using COMPACT

Eclipse Update Manager

  • Notes Standard configuration
  • Eclipse Update Manager
  • Open Update Manager from Notes
  • Application Management
  • Notes core client update
  • Web server as an Eclipse Update Site
  • Domino as an Eclipse Update Site
  • Approved updates
  • Enterprise Management Agent
  • Composite Applications
  • Domino Designer and Composite Applications
  • Using WebSphere Portal portlets in Composite Applications
  • Security and Composite Applications
  • Composite Application component installation and update
What You Can Expect

In this course, you will learn how to:

  • describe the primary administration concepts of Notes and Domino, including Domino Domain, Organization, Organizational Units, Domino Named Networks, Domino Directory, Registration Server, Home/ Mail Server, Administration Process, and Administration Server
  • set up Domino Administrator, configure Administration Preferences, and use Domino Administrator to manage Notes users
  • perform a basic Notes user registration to understand the outcomes of the process
  • create an Organizational Unit Certifier hierarchy
  • configure a Certifier ID to include contact information, ID/Password Recovery Information, multiple passwords, and support for alternate languages and names
  • implement the Certificate Authority process, migrate Certifier IDs to the Certificate Authority, and give administrators CAA and/or RA rights
  • define explicit and organizational policies with Registration, Setup, Desktop, Archiving, Security, and Mail Settings
  • register Notes users using all the options, including ID/ Password Recovery Information, the CA Process, and Registration Settings
  • define Security Settings to set ECLs, encrypt local replicas, and set Mail security options, and enforce client security settings
  • use the Administration Process to automate user identity changes and to recertify expired certificates
  • lock out unauthorized users from servers and databases
  • enforce passwords and password changes and institute a custom password policy
  • recover a lost User ID or forgotten password
  • deploy local replica databases, a Mobile Directory Catalog, custom Welcome Pages, Bookmarks, and custom tips of the day
  • define a policy to control user Mail preferences
  • define policy hierarchies that inherit or enforce settings
  • track active Notes and other client users to ensure license compliance
  • update Notes software using Upgrade By Mail and Notes Smart Upgrade
  • update Eclipse plug-ins and Composite Application components, and create a Domino-based Eclipse Update Site.
Who Should Take This Course

This course is designed for administrators responsible for managing Notes clients. Whereas the Lotus Domino 8 Administration Basics course covers general Domino Server installation and configuration, this course focuses on the administration of Notes clients.

You will find this course most useful if prior to this course you have:

  • studied the principles and operation of personal computer networkingusing TCP/IP in LAN/WAN/Internet environments
  • installed and supported the operating system used in this course(Windows XP Professional), as well as applications used by those systems
  • installed, administered, and supported network operating system serverand workstation software.

You will find the course especially rewarding if you have alreadyinstalled a Domino Server and a handful of Notes clients and havehad some experience designing Domino databases.

Recommended Prerequisites

While ideally you will have completed the Domino 8 Administration Basics course before taking this course, doing so is not required. The first Topic in this course reviews the necessary concepts of Notes administration and how to use Domino Administrator.

Training Style

Instructor led with labs.

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Related Courses
Code Course Title Duration Level
Developing Notes Applications With Lotus Domino Designer 8
4 Days

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You can also buy "Verhoef Vouchers" to get a discounted rate for a single student in any of our public or web-based classes. Contact your account manager or our sales office for details.

Schedule For This Course
There are currently no public sessions scheduled for this course. We can schedule a private class for your organization just a couple of weeks from now. Or we can let you know the next time we do schedule a public session.
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