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Lotus Notes 6 Administration and Support
Lotus Training Overview

During this course you install and configure the Lotus Notes client to access Domino Servers for both general database and mail access. You will also learn to deal successfully with some of the more challenging support issues.

This is an intensely practical course, offering significant hands-on experience with the Domino Administrator and Notes client software.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • Create an Organizational Unit Certifier ID and configure it for ID/password recovery and alternate language names
  • Install, set up, and configure clients for single, multiple, and roaming users
  • Define explicit and organizational policies and Registration, Setup, Desktop, Archiving, and Security Settings policies
  • Create groups to manage Notes users in Server and database security access lists and mail addressing
  • Configure basic mail in a single-Server/single-Notes Network domain
  • Set mail database quotas and configure mail archiving
  • Counter virus and rogue code threats to the Notes client
  • Track active Notes client users to ensure license compliance
  • Upgrade Notes software using Upgrade By Mail and Notes Smart Upgrade
  • Deploy custom Welcome Pages, Bookmarks, and files using policies
  • Enforce passwords and password changes during User authentication
  • Use the Administration Process to automate user identity changes and to recertify expired certificates
  • Recover a lost User ID or forgotten password using Password Recovery
  • Solve Notes network connectivity problems and configure Notes to be used by remote and mobile users.
Lotus Training Audience

This course is part of a series of courses. Follow these paths to master all aspects of the Domino Server, Domino Administrator, and the administration of Lotus Notes and browser clients:

Courses later in the series assume that you have mastered the content of earlier courses.

This course is designed for Domino administrators who are responsible for supporting Lotus Domino Servers and Notes Clients and who are proficient Notes 6 users.

Though not required, it is recommended that you have also:

  • Installed and configured a Domino 6 Server
  • Taken the Lotus Domino 6 Administration Basics course or have the equivalent knowledge.
Parts of this course are also recommended for Help Desk employees, depending on their responsibilities. The primary course for Help Desk employees is the full 2-day presentation of the Lotus Notes 6 User Essentials course to gain an in-depth understanding of how Notes is used on a day-to-day basis.

Lotus Training Course duration

4 days

Lotus Training Course outline

Topic 1: Quick Tour of Domino Administrator
Start Domino Administrator
Startup page
User interface
Sequence to use Domino Administrator
Administration Preferences
Get Administrator Help

Topic 2: Prepare Certifier
Task 1: Organizational identity
Advantages of Organizational Units
Disadvantages of Organizational Units
Register users with Organization Certifier
Create OU Certifier from O Certifier
Create OU Certifier from OU Certifier
Certifier ID or Certificate Authority Process?
Exercise: Create OU Certifier ID
Task 2: Password/ID recovery
ID/Password recovery Step 1: Create Mail-In Database
ID/Password recovery Step 2: Edit Recovery Information
Exercise: Edit Recovery Information
Task 3: Alternate language support
Add alternate user name

Topic 3: Prepare to Register Users
Task 1: Guarantee name uniqueness
Task 2: Group membership
Exercise: Create group
Task 3: Give access to the Domino Directory and servers
Task 4: Create Certification Log
Task 5: Define Policies and Settings
Explicit vs. Organizational policies
Settings documents
Registration Settings policy
Exercise: Policy and Registration settings
Task 6: Set Administration preferences
Advanced Options
Exercise: Set Administration Preferences
Windows directory integration

Topic 4: Register Users
What is user registration?
The role of a Person document
No user count limitations
Sources for users to register
Register Person dialog box
Basics tab
Mail tab
Address tab
ID Info tab
Groups tab
Roaming tab
Other tab
Exercise: Register user
Registration Queue
Options button
Views button
Name conflicts
Register users from a text file
Registration text file contents
Batch registration NOTES.INI variables

Topic 5: Notes Client Installation and Setup
Minimum platform requirements
Connection requirements
Install Notes client software
Single/Multiple User Install
Data directory
Client choice
Reboot client
Exercise: Notes client installation
Setup policy settings
Exercise: Notes client Setup
Other Policy settings

Topic 6: Client Security
Anti-Virus software
Macro viruses
Notes security mechanisms
Disallow stored forms
Disable all code from running
Client Execution Control Lists (ECL)
Design signatures
Exercise: Clear and modify ECL
Administrator control over ECLs
Administration ECL
Admin ECL in the Security Settings policy document
Mail access
View attachments
Encrypt replica databases on laptops
Replica encryption in the Desktop Settings policy document
Notes mail security
Force encryption of incoming mail at the Server
Mail Security in the Desktop Settings policy document
Domino Router Controls
Encrypt port traffic
Password cracking
Security settings in User Preferences
Security settings in Location document
Automatic logout

Topic 7: Basic Notes Mail
Domino Domain
Domino Named Networks
Notes mail system architecture
Location document
Mail transfer and delivery
Exercise: Test mail delivery
Server-based mail troubleshooting
Web access to mail
Exercise: Access mail via browser

Topic 8: Mail Database Management
Problem 1: Accidental Mail database deletion
Recovering a deleted Mail database
Problem 2: Accidental message deletion
Problem 3: Exceed file size quota
Shared attachment database
Programmatic control over message size
Mail archive
Configure local archiving
Routine message archive
Recover an archived message
Archive Logs database

Topic 9: License Compliance
Certification Log
Server\Licenses view
License tracking

Topic 10: User ID Changes
Administrator access requirements
Procedure 1: Rename user (Administrator initiated)
Exercise: Rename user
Procedure 2: Rename user (User initiated via Notes mail)
Procedure 3: Move user to different Organizational Unit
Procedure 4: Recertify User ID (Administrator initiated)
Exercise: Recertify User IDs
Procedure 5: Recertify User ID (User initiated)
Procedure 6: Recertify expired User ID
Procedure 7: Delete user
Procedure 8: Lockout user from Servers
Procedure 9: Rename or delete Group
User ID responsibilities
ID file problems

Topic 11: Password Control
Default password behavior
Password strength
Enforce password
Enable password verification and expiration
How password verification and expiration work
Password verification and expiration anomalies
User realizes password is compromised
Lockout User ID
Compare public keys
Windows NT/2000 server password synchronization
Internet password synchronization

Topic 12: User ID and Password Recovery
Problem 1: Lost User ID
Problem 2: User ID file is deleted by user
Set recovery information after registration
Recover deleted User ID
Exercise: Recover ID file
Problems with password recovery
Problem 3: User forgets ID password
Problem 4: User ID password is compromised

Topic 13: Multi-User PCs and Roaming Users
Solution 1: Decrease the Notes footprint
Solution 2: Enable multiple users
Solution 3: Enable roaming
Single-user installation roaming
Using roaming
Home-baked roaming

Topic 14: Notes Software Updates
Three ways to upgrade Notes software
Client version reporting
Upgrades are safe
Upgrade by (Notes) Mail
Notes Smart Upgrade from 6.x to 6.x
COMPACT utility
CONVERT utility
Seamless mail database upgrade

Topic 15: File, Bookmark, Welcome Page Deployment
Deploy replica databases
Deploy Mobile Directory Catalog
Deploy Bookmarks
Deploy custom Welcome Pages
Working in Advanced Mode to create new Welcome Pages
Deploy custom tips of the day

Topic 16: Policy-Based Management
Setup Profiles
Things you cannot control with policy settings
Explicit or Organizational policies?
Default Explicit policy for user registration
Assign Explicit policy during user registration
Assign Explicit policy tool
Policy Synopsis tool
Policy hierarchies
Inheriting settings assignment
Policy Viewer
Inherit and enforce specific settings in a policy hierarchy

Topic 17: Notes Connectivity via LAN
Network configuration overview
Basic connectivity
Operating system configuration
Protocol connectivity
Router paths
Port settings in Notes
Connection problems at Startup?
Location document
Connection document
Automatic Connection document
Trace Connections from Notes
How Notes locates a Domino Server
Role of Home/Mail Server
Exercise: LAN connectivity
Notes connects but Domino refuses you

Topic 18: Notes Connectivity via Modem
Ways to connect via modem
Install modem hardware
Exercise: Simulate adding modem in Windows 2000
Windows Dial-Up Networking overview
Information you will need for DUN
Notes Port settings
Notes Direct Dialup overview
Configure modem for Notes Direct Dialup
Notes Client Configuration Wizard
Proxy Servers and HTTP tunneling
Location documents
Switching locations
Common Location Dial Modifiers
Advanced Location settings
Connection documents
One Connection, multiple Locations
Summary: Connection and Location documents
Connection for Home (Network Dialup) Location
Exercise: Simulate DUN configuration of Connection
Connection for Home (Notes Direct Dialup) Location
Test your location and connection
Phonebook database
Domino Passthru Servers
Passthru topology
Client-side passthru configuration
Server-side configuration
Hunt group of Passthru Servers
Server-side security
Passthru authentication
Passthru logging

Topic 19: Preparing for Mobile Use
What mobile users need
Two ways to work remotely
Create replica database copies
Exercise: Create replica copies and replicate
Setup/Desktop Settings policy
Open the replica from a Bookmark
Replicate databases
Exercise: Replicate databases
Replicator page
Database replication tasks
Call Entry/Hangup Entry tasks
Schedule task
High priority databases
Enable the replication schedule
Exercise: Scheduled replication
Force Replicator page tasks
Replication settings
Advanced replication options
Local free time system
Personal Busytime database
Add Busytime to the Replicator page
Replication page options
Replication Folders

Topic 20: Mobile Security
User ID responsibilities
Database security and replication
Replicate or copy documents ACL attribute

Topic 21: Working Remotely
Before you leave the office
While you are in transit
Travel across time zones
When you get there
Choose your location
Work style
When you receive Notes mail
When Notes mail is transferred
Keep replication times short
Replication History
Log file
Back in transit
When you return to the office
Exercise: Simulate travel
Schedule replication
Miscellaneous tips for mobile client support
Replication and accidental document deletion

Topic 22: Document Issues
Problem 1: Form is not the document
Alternate forms
Manually change forms
Automatically change forms
Potential user confusion
Problem 2: Replication conflicts
Manual reconciliation
Prevent conflict documents by design
Exercise: Replication conflicts
Problem 3: Reader list exclusions
Recover private documents
Exercise: Private documents that replicate
Problem 4: Remove document from folder vs. delete document

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