Lotus Training : Lotus Notes 7 Administration

Lotus Notes 7 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

upgrade Notes software using Upgrade By Mail and Notes Smart Upgrade

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

Lotus Training Audience

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

Whereas the Lotus Domino 7 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 7 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 7 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.

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 2000 Server and 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

This course is sold as a 3-day course.

Lotus Training Course outline

Topic 1: Domino Administrator

Start Domino Administrator

Exercise: Set up Domino Administrator

User interface

Administration Preferences Basics tab

Sequence to use Domino Administrator

Get Administrator Help

Exercise: Domino Administrator interface

Remote Server Console

Administrator use of Domino Administrator

Full Access administrator mode

Administrator access to the Domino Directory

Administrator access to system databases

Group administration duties

Topic 2: Basic Notes User Registration

What is Notes user registration?

The role of a Person document

Incidental results of user registration

No user count limitations

Results of first server setup

Review of administrative rights required to register a user

Exercise: Basic Notes user registration

Topic 3: Organizational Units

Hierarchy of Certifiers

Advantages of Organizational Units

Disadvantages of Organizational Units

Create OU Certifier from Organization Certifier

Create OU Certifier from OU Certifier

Exercise: Create Organizational Unit Certifier

Exercise: Register user under Organizational Unit

Certifier ID file security

Organizational Unit Administrators

Extended ACL

Enable xACL

Define the xACL

Extended Administration Server

Topic 4: Prepare Certifiers

Task 1: Add Contact information to the Certifier document

Task 2: Add ID/password recovery information to the Certifier ID

Exercise: Add recovery information

Task 3: Add multiple passwords to the Certifier ID

Task 4: Add support for alternate languages to a Certifier ID

Topic 5: 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 6: 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 settings

Topic 7: 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 8: Notes User Registration

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

Import text file contents

Windows directory integration

Exercise: Set up Notes user

Topic 9: 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

Security settings in User Preferences

Security settings in Location document

Topic 10: User ID Changes

Administrator access 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 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 registration

Topic 11: Password Control

User ID responsibilities

Default password behavior

Password strength

Custom password policy

Increase password security with password verification

Enable password verification and set expiration

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

User override of 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 ID password

Problem 4: User ID password is compromised

Topic 13: Desktop Policies

Deploy replica databases

Deploy Mobile Directory Catalog

Deploy Bookmarks

Deploy custom Welcome Pages

Working in Advanced Mode to create new Welcome Pages

Deploy My Work as Welcome Page

Deploy custom tips of the day

Notes System Diagnostic

Automatic Diagnostic Collection

Configure Automatic Diagnostic Collection

Location document and NOTES.INI variables

Topic 14: Notes Software Update

Notes software installation

Notes upgrade installation

Determine existing version

Upgrade by (Notes) Mail

Notes Smart Upgrade from 6.x to 6.x forward

Smart Upgrade Governor

SUCACHE Server Console commands

Smart Upgrade failover

Smart Upgrade Tracking reports

Smart Upgrade debugging

Seamless Mail Upgrade

Upgrade Mail templates using CONVERT

Upgrade ODS using COMPACT

Topic 15: Mail Policies

Mail Settings document

Differences from other types of policies

Tell AdminP to process Mail Settings

Topic 16: 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 17: Notes License Compliance

Certification Log

Client Access Licenses (CALs)

Server\Licenses view

License tracking

Notes version tracking