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Lotus Domino 8.5.1 Administration Basics
Lotus Training Overview

During this course you will install and configure the Lotus Domino Server and Domino Administrator, and a Notes client to test the installation. When you finish the course, the Server will be ready to serve Domino databases to Notes clients and browsers and to delivery mail within a single Domino Domain.

This course places special emphasis on database services, security, replication, and messaging, the core strengths of Domino.

Lotus Training Learning Objectives

In this course, you will learn how to:
  • install, set up, and configure a Domino Server and Domino Administrator
  • register a user with basic settings
  • create a new database using a standard template
  • define groups to manage server and database security
  • understand and configure server and database security
  • configure the Administration Process to automate administrator tasks
  • cross certify other organizations to use your Domino Server
  • register a new Server and reconfigure your Server to join an existing Domino Domain
  • configure a Remote Primary Directory Server to provide centralized directory services
  • replicate databases and schedule automated replication between Domino Servers
  • create a Domain Catalog and configure Domain Search
  • provide database access to browsers
  • transfer and deliver email in a single Domino Domain using the Notes routing protocol.
Lotus Training Audience

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 network/database administrators who are responsible for supporting Lotus Domino Servers and Notes clients and who:
  • have never administered a Domino Server
  • are proficient Lotus Notes 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) 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

This course is sold as a 3-day course, but there will more likely be more material than can be covered in that time.

Course design

This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.


Lotus Training Course outline

Topic 1: The Services of a Domino Server
  • What Domino is
  • What Domino is NOT
  • Major administrator task areas
  • Other servers you may need
Topic 2: Install a Domino Server
  • Domino Server platforms
  • Hardware requirements
  • Operating system licensing requirements
  • Pre-installation: OS optimization
  • Pre-installation: Lock down server access
  • Pre-installation: Network connectivity
  • Obtain installer software
  • Install from a network drive
  • Start installer
  • Pages 1 and 2: Welcome and License
  • Page 3: Program Files Directory/Partitioned Server
  • Page 4: Data Files Directory
  • Page 5: Server choice
  • Page 6: Summary
  • Reboot Windows
  • Results
  • Exercise: Install Domino Server
  • Custom installations
  • Reinstallation/Uninstallation
  • Maintenance releases and Fix Pack updates
Topic 3: Setup Planning
  • To centralize or distribute?
  • Domino Domain
  • Multiple Domino Domains
  • Domino Named Networks
  • Organization structure
  • Domino Server names
  • Exercise: Setup pre-planning
Topic 4: Setup First Server
  • Exercise: Server Setup
  • Step 1: Start Server Setup program
  • Step 2: Welcome/Fonts
  • Step 3: Server choice
  • Step 4: Server name and title
  • Step 5: Organization Certifier
  • Customize button: Advanced Organization Settings
  • Step 6: Domain name
  • Step 7: Administrator name and password
  • Step 8: Server tasks
  • Customize button: Advanced Domino Services
  • Step 9: Network settings
  • Customize button: Advanced Network Settings
  • Step 10: Security defaults
  • Step 11: Review
  • Results of the Server Setup
  • Remote Server Setup
  • Silent setup
Topic 5: Start Server
  • Start the Domino Server
  • Startup
  • Server tasks
  • Turn off unnecessary server tasks
  • Other ways to start tasks
  • Start Domino as a Windows Service
  • Exercise: Rename ID files
Topic 6: Server Console
  • Running Notes on a Domino Server
  • Server Console commands
  • Useful Server Console commands
  • Downing a server
  • Lock Server Console
  • Server Console Message ID and Severity
Topic 7: Install and Configure Domino Administrator
  • Minimum platform requirements
  • Connection requirements
  • NotesCONNECT
  • Exercise: Install and configure Notes/Domino Administrator
  • Step 1: Uninstall previous installations
  • Step 2: Start installer
  • Step 3: Choose directories
  • Step 4: Client choice
  • Program features options
  • Step 5: Ready and set default email client
  • Step 6: Reboot computer
  • Results of the installation
  • Exercise: Notes configuration
Topic 8: Tour Domino Administrator
  • Start Domino Administrator
  • User interface
  • Sequence to use Domino Administrator
  • Get Administrator Help
  • Exercise: Domino Administrator interface
  • Remote Server Console
  • Remote Console properties
  • Remote Server Console display watch
  • Customize the Send button
  • Customize the Command button
  • Administration Preferences
  • Change to another location
  • Start Domino Administrator to Local
  • Automatically run/open
  • Run pieces of Domino Administrator
  • Server Console properties
  • Server Console filters
Topic 9: Configuration Settings Documents
  • Configuration Settings
  • Directory Profile document
  • Configuration Settings document
  • Multiple Configuration Settings documents
  • NOTES.INI
  • Console command to edit the NOTES.INI
  • Configuration Settings document to change NOTES.INI variables
  • Exercise: Change NOTES.INI with Configuration Settings
Topic 10: Security Overview
  • Security model
  • General observations about the security model diagram
  • Levels of effort
  • Basic network security
  • Port access lists
  • Network data encryption
  • Firewall network
  • Small shop solutions
  • Domino firewall domain
  • Domino administrator responsibilities
  • Developer responsibilities
  • Resources
Topic 11: User Authentication and Names
  • IDs created during first server setup
  • Contents of Server and User IDs
  • Server ID file: Password or no password?
  • Validation and authentication
  • Increasing authentication security
  • Hierarchy of Organizational Unit Certifiers
  • Registering users and servers with an OU Certifier ID
  • Authentication and Organizational Certifiers
  • Advantages of using Organizational Units
  • Authenticated name for Notes users
  • Failure to authenticate
  • Debugging authentication problems
Topic 12: Notes User Registration and Groups
  • What is Notes user registration?
  • Exercise: Notes user registration
  • Why use Groups
  • Standard groups
  • Create a Group document
  • Exercise: Create groups
  • Group views
  • Auto-populated Group members list
  • Find Group Member
  • Manage Groups
  • Rename Group
  • Delete Group
  • Find Groups
  • Organizational wildcards
Topic 13: Server Access Lists
  • Domino Directory administration
  • Server Access section on Security tab in the Server document
  • Recommended Server Access practices
  • Exercise: Control Server Access
  • The role of digital signatures in design elements
  • Trusted code example: Scheduled LotusScript Agent
  • Stage 1: Who can create an Agent in a database?
  • Stage 2: Who can sign an Agent that is run by someone else?
  • Stage 3: What times of day can Agents run?
  • Stage 4: Who is the effective user of the Agent?
  • Stage 5: Who is allowed to run the Agent?
  • Stage 6: Is the effective user allowed to access the server?
  • Stage 7: What type of operations can the effective user perform?
  • Stage 8: Can the effective user create new databases on the server?
  • Stage 9: What type of operations can the specific Agent perform?
  • Stage 10: Can the effective user create, edit, and delete documents?
  • Stage 11: Can the effective user read/write particular documents?
  • Administrator responsibility for malicious code
Topic 14: Administrator Rights
  • General user access to the server
  • Default administrator access
  • What being listed as an administrator gives you
  • Delegating administrative duties
  • Administrator use of Domino Administrator
  • Full Access administrator mode
  • Domino Console Server access fields
  • Administrator access to the Domino Directory
  • Administrator access to system databases
Topic 15: Database Management
  • Add Domino database
  • Exercise: Create a new database on the server
  • Internal tools
  • External tools
  • Files function tab
  • Files display preferences
  • Folder tools
  • Database tools
  • Database white space
  • Compact
  • Other ways to free disk space
  • Database rollout
  • Exercise: Database tools
Topic 16: Database Security
  • Folder Link
  • Folder Links caveats
  • Database Access Control List
  • Centralized ACL control
  • ACL Entries
  • Add entry to the ACL
  • Acceptable ACL Entries
  • Standard settings
  • User Type
  • Conflicting/overlapping access
  • Explicit versus Effective Access
  • Maximum Internet name & password access
  • ACL Entry privileges
  • Roles
  • Create and assign a role
  • Exercise: Define ACL and roles
  • Set Administration Server
  • Manage Multiple ACLs tool
  • Copy and Paste entire ACLs
  • Local ACL enforcement
  • Enforce Consistent ACL across all replicas
  • Server and Domain-wide ACL reporting
  • Exercise: Database Catalog
  • Customize the Catalog database
  • System database ACLs
  • Encrypt Server databases
  • Exercise: Encrypt server database
Topic 17: Administration Process
  • Administration Process workflow
  • Major areas of work
  • Access requirements
  • Configure AdminP
  • Administration Requests database
  • Critical views to monitor
  • One Administrative Server or many?
  • When tasks are performed
  • Modify the processing intervals
  • Dedicated threads for immediate and interval requests
  • User rename requests
  • Server console commands
  • Domino Administrator Tell Task tool
  • Exercise: AdminP in action
  • Debugging AdminP
Topic 18: Cross Certification
  • Exercise: Test access to another Organizations server
  • Locating Cross Certificate documents
  • Purpose of cross certification
  • Three methods to cross certify
  • Method 1 Exercise: On-demand cross certification
  • At what level should you cross certify?
  • Method 2: Safe Copy cross certification
  • Method 3: Verbally cross certify key
  • Revoke authentication from cross certification
  • Allow Anonymous access to Notes
  • Organizations and Domino Domains
Topic 19: Add Servers to the Domain
  • Register server
  • Administrative requirements to register server
  • Server name guidelines
  • Additional server registration
  • Exercise: Erase your servers identity
  • Exercise: Register additional server
  • Start server and run the Server Setup program
  • Protocol access
  • Server security requirements
  • Additional Server Setup
  • Exercise: Server Setup on additional server
  • Exercise: Register new administrator
  • Exercise: Reconfigure Notes/Domino Administrator
Topic 20: Primary and Configuration Directories
  • Distributed directory architecture
  • Centralized directory architecture
  • Pros and cons
  • Hybrid directory architecture
  • Directory Type settings
  • "Show Xdir" console command
  • Change the directory type
Topic 21: Replication Fundamentals
  • What replication is NOT
  • What replication IS
  • Domino Cluster Replication
  • Why replicate databases
  • Database Replica ID and Document UNID
  • Server-to-server replication
  • Item modification record
  • Single source item update
  • Dual source field update
  • Deleted documents
  • Design/ACL replication
  • What is NOT replicated
Topic 22: Create a Replica Database
  • Prepare source of replica
  • Who can create a replica on a server
  • Rule: Create only one replica of a particular database on a server
  • Immediately create one replica database
  • Exercise: Create replica database
  • Create replicas using AdminP
  • Transporting large replica databases
Topic 23: Replicate Databases
  • Force replication
  • Exercise: Replicate from Notes
  • Replicate from the Server Console
  • Exercise: Replicate from the Server Console
  • Verify replication
  • Exercise: Replication results
Topic 24: Replication Settings
  • General perspective
  • Sequence of conditions
  • Connection document
  • ACL settings
  • Differential access via ACL
  • Document Reader Access List
  • Replication Options
  • Exercise: Selective Replication
  • Replicate unread marks
Topic 25: Replication Topology
  • Replication topology
  • Connection topology and selective replication
  • How often should you replicate?
  • Replication Type
  • Scheduling guidelines
  • Deterministic replication
  • Example three-tier topology
  • Example schedule
Topic 26: Replication Connections
  • Connection documents
  • Required replication connections
  • Connection topology
  • Create Connection document
  • Replication schedule grid
  • Exercise: Connection documents
  • Multiple Replicator tasks
Topic 27: Troubleshoot Replication
  • Replication history and cutoff dates
  • Clear the replication history
  • Deletion stub purge
  • Replication conflict handling
  • Replication conflicts in the Domino Directory
  • Preventing replication conflicts
  • Document locking
  • Enable document locking
  • Document locks and mobile users
  • Exercise: Replication conflicts and document locking
  • Phantom documents
  • General troubleshooting
  • Replication stops if ACLs are different
  • Domino Server Log
  • Replication logging
  • Note ID
  • Connection trace
  • Prevent incorrect system time changes
  • Replication monitoring tools
Topic 28: Browser Access to Databases
  • Domino Web Server
  • Incoming URL parsing
  • Serving file system resources
  • Serving Domino databases
  • User authentication
  • Increase the strength of stored Internet Passwords
  • Other means to authenticate users
  • Login name versus authenticated name
  • Internet Access section on Security tab
  • Anonymous users of the server
  • Failed Internet password tracking/lockout
  • Database security
  • Maximum Internet name and password
  • Database encryption
  • Exercise: Open Marketing Discussion from browser
  • Lotus iNotes
  • Domino Web Administrator
  • Additional server configuration
Topic 29: Domain Catalog and Domain Search
  • Database Catalog versus Domain Catalog
  • Database Catalog replication
  • Full Text Search versus Domain Search
  • Full text index settings
  • Configuration overview
  • Configuration procedures
  • Procedure 1: Enable Domain Catalog and Indexer server tasks
  • Procedure 2: Include Domino databases in multi-database indexing
  • Procedure 3: Include other files in index
  • Procedure 4: Map URL to directory
  • Procedure 5: Restart server
  • Notes client configuration
  • Domain Search from Notes client
  • Search using Browser
  • Exercise: Domain Search
  • Domain Search and security
  • Design considerations
  • Delete Domain Index
  • Indexer tuning
  • Other search products
Topic 30: Message Transfer and Delivery
  • Message flow in Notes mail
  • Choosing a mail client
  • Choosing a mail protocol
  • Think Domino
  • Domino Domain
  • Domino Named Networks
  • One Domino Named Network
  • Multiple Domino Named Networks
  • One WAN, multiple Domino Named Networks
  • Multiple protocol/NIC Servers
  • Notes mail architecture
  • Notes configuration
  • Create a message
  • Submit mail to recipient
  • Deliver mail to user
  • Read mail
  • User registration and mail
  • Exercise: Test mail delivery
  • Mail Users view in Domino Administrator
  • Router task
  • Exercise: Test mail delivery
  • Message document internals

 
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