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Lotus Notes Training Manual

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1 Lotus Notes/Domino Training Manuel [email protected]
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Page 1: Lotus Notes Training Manual

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Lotus Notes/Domino Training Manuel

[email protected]

Page 2: Lotus Notes Training Manual

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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

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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

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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.

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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.

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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:

E-mail

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.

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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.

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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.

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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

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Click on Next

Click on Next

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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

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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

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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

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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.

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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.


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