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Lotus Notes 8 Administration
Lotus Training Overview

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

Lotus Training Learning Objectives

In this course, you will learn how to:

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

This course is designed for administrators responsible for managing Notes clients.

Whereas the Lotus Domino 8 Administration Basics course covers general Domino Server installation and configuration, this course focuses on the administration of Notes clients.

This course is also distinguished from the Lotus Notes 8 Support course, which is designed for help desk personnel who do not have Domino Administrator or administrative rights to the Domino Server but who are responsible for installing, setting up, and supporting Notes clients. Depending on your responsibilities, you may need the additional knowledge presented in this course to learn the administrator side of supporting Notes clients.



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

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

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

This course is designed for administrators who are responsible for supporting Lotus Notes clients and who:
  • may have never administered a Domino Server
  • are proficient Lotus Notes 7 users.


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

This course is designed for administrators who are responsible for supporting Lotus Notes clients and who:
  • may have never administered a Domino Server
  • are proficient Lotus Notes 8 users.
You will find this course most useful if prior to this course you have:
  • studied the principles and operation of personal computer networking using TCP/IP in LAN/WAN/Internet environments
  • installed and supported the operating system used in this course (Windows XP Professional), as well as applications used by those systems
  • installed, administered, and supported network operating system server and workstation software.
You will find the course especially rewarding if you have already installed a Domino Server and a handful of Notes clients and have had some experience designing Domino databases.


Lotus Training Course duration

3 days

Lotus Training Course outline


    Topic 1: Set Up and Tour Domino Administrator
      Important definitions
      Start Domino Administrator
      Exercise: Set up Notes using the Notes Configuration Wizard
      User interface
      Sequence to use Domino Administrator
      Get Administrator Help
      Exercise: Domino Administrator interface
      Remote Server Console
      Administration Preferences
      Change to another location
      Start Domino Administrator to Local
      Open specific administrative databases

    Topic 2: Domino Administrator Security
      Effective Administrator access
      General Server access
      Administrator access on Security tab
      Full Access administrator mode
      Administrator access to the Domino Directory
      Administrator access to system databases

    Topic 3: Basic Notes User Registration
      What is Notes user registration?
      The role of a Person document
      Incidental results of user registration
      No user count limits
      Results of first server setup
      Review of administrative rights required to register a user
      Guided Exercise: Basic Notes user registration
      Smartcards


    Topic 4: Organizational Units
      Hierarchy of Certifiers
      Advantages of Organizational Units
      Disadvantages of Organizational Units
      Register users with Organization Certifier
      Create OU Certifier from Organization Certifier
      Create OU Certifier from OU Certifier
      Guided Exercise: Create Organizational Unit Certifier
      Guided Exercise: Register user under Organizational Unit
      Certifier ID file security


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


    Topic 6: Certificate Authority Process
      Certificate IDs versus CA Process
      Advantages of using the CA Process
      Prerequisites to configure the CA Process
      CA Process configuration
      Step 1: Migrate the Organization Certifier ID to the CA Process
      Step 2: Unlock or activate the Certifier
      Step 3: Migrate any OU Certifier IDs to CA Process
      Step 4: Add or delete CAAs or RAs
      Step 5: Register users with CA Process
      Exercise: Migrate OU Certifier to CA Process


    Topic 7: Prepare Policies and Settings
      Policy defined
      Settings documents
      Policy type
      Choosing between Explicit and Organizational policy types
      Exercise: Create Policy and Settings documents
      Assign policies to users
      Assignment Method 1: Set default policy for registrations
      Assignment Method 2: Assign policy during registration
      Assignment Method 3: Change Person document
      What you cannot control with policies
      Lock down user preferences
      Troubleshooting Notes policy updates


    Topic 8: Prepare to Register Users
      Task 1: Ensure that new users have unique names
      Task 2: Add user to appropriate group(s)
      Task 3: Define Registration Settings policy
      Exercise: Registration Settings
      Task 4: Set Administration Preferences
      Exercise: Set Administration Preferences
      Task 5: Define Setup Settings policies
      Exercise: Setup Settings

    Topic 9: Notes User Registration and Setup
      Register tool
      Basics tab
      Mail tab
      Address tab
      ID Info tab
      Groups tab
      Roaming tab
      Other tab
      Exercise: Register user
      Registration Queue
      Other sources for user names and settings
      Register users from a text file
      Import text file contents
      Windows directory integration
      Exercise: Set up Notes user

    Topic 10: Security Policies
      Execution Control Lists and Design signatures
      Administrator control over ECLs
      Administration ECL
      Refresh client ECL with Administration ECL
      Admin ECL in the Security Settings policy document
      Exercise: Security Settings policy
      Encrypt replica databases on laptops
      Replica encryption in the Desktop Settings policy document
      Notes mail security
      Force encryption of all incoming mail at the server
      Mail Security in the Desktop Settings policy document
      Exercise: Desktop Settings policy
      Automatically lock Notes ID policy

    Topic 11: User ID Password Control
      User responsibilities
      Default password behavior
      Password strength
      Custom password policy
      Custom password policy caveats
      Increase password security with password verification
      Enable password verification and expiration
      Part 1: Enable password verification on the server
      Part 2: Enable password verification for users
      How password verification and expiration work
      Password verification and expiration anomalies
      Lock out User ID
      Compare Public Keys
      Minimum and maximum client level
      Internet password synchronization with Notes ID password
      Users can override Internet password synchronization
      Windows Server password synchronization

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


    Topic 13: Desktop and Productivity Tools Policies
      Deploy replica databases
      Deploy Mobile Directory Catalog
      Deploy custom Home Pages
      Home Page Advanced Configuration Editor
      Notes System Diagnostic
      Automatic Diagnostic Collection
      Configure Automatic Diagnostic Collection
      Location document and NOTES.INI variables
      Productivity Tools Settings document

    Topic 14: Mail Policies
      Mail Settings document
      Balance features with support concerns
      Differences from other types of policies
      Tell AdminP to process Mail Settings
      Enable sent message recall
      Out-of-Office notification


    Topic 15: Policy Hierarchies and Inheritance
      Policy hierarchies
      Create policy hierarchy
      Inherit settings assignment
      Policy Viewer
      Inherit and enforce specific settings in a policy hierarchy
      Policy Synopsis tool
      Exception policies


    Topic 16: Notes License Compliance
      Certification Log
      Client Access Licenses (CALs)
      Server\Licenses view
      License tracking
      Notes version tracking

    Topic 17: User ID Changes
      Administrator access required
      Administration Server requirements
      Procedure 1: Rename user (Administrator initiated)
      Exercise: Rename user
      Revert user rename change if timed out or rejected
      Rename Web-only users
      Find Users
      Procedure 2: Rename user (User initiated via Notes Mail)
      Procedure 3: Move a user to another Organizational Unit
      Procedure 4: Recertify expiring User ID (Administrator initiated)
      Exercise: Recertify User ID
      Procedure 5: Recertify expiring User ID (User initiated)
      Procedure 6: Recertify expired User ID
      Procedure 7: Update users Private and Public Keys
      Procedure 8: Delete user
      Procedure 9: Lock out user from servers
      Procedure 10: Rename or delete group
      Procedure 11: Re-register user
      Procedure 12: Set recovery information after user registration


    Topic 18: Notes Software Upgrade
      Notes software installation
      Notes upgrade installation
      First step: Determine the existing version
      Upgrade by (Notes) Mail
      Mail Conversion Utility
      Notes Smart Upgrade
      Configure and use Smart Upgrade
      Run As Admin utility
      Smart Upgrade Governor
      SUCACHE Server Console commands
      Smart Upgrade failover
      Smart Upgrade Tracking reports
      Smart Upgrade debugging
      Seamless Mail Upgrade
      Upgrade ODS using COMPACT


    Topic 19: Standard Configuration Administration
      Notes Standard configuration
      Activities Sidebar application
      Sametime Sidebar application
      My Widgets Sidebar Application
      Lotus Symphony Applications
      Composite Applications
      Using WebSphere Portal portlets in Composite Applications
      Security and Composite Applications
      Eclipse Update Manager
      Update Manager in Notes
      Application Management
      Web server as the Update Site
      Domino as the Update Site
      Composite Application component installation and update
      Administrator control over update sites
      Notes client update

 
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