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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
    Register users with Organization Certifier
    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
    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 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

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