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Lotus Notes 8.5.1 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 8.5+ 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

This course is sold as a 3-day course.

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: Set Up and Tour Domino Administrator
  • Important definitions
  • Start Domino Administrator
  • Exercise: Set up Notes using the Notes Configuration Wizard
  • User interface
  • Typical 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
  • Domino Web Administrator
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: 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: 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 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
  • CA Process in general
  • Use CA Process to register Notes users
  • Advantages of using the CA Process over using Certifier ID files
  • Prerequisites to configure the CA Process
  • CA Process configuration
  • Step 1: Start the CA Process (server) task
  • Step 2: Migrate the Organization Certifier ID to the CA Process
  • Step 3: Unlock or activate the Certifier
  • Determine Certifier status
  • Refresh Certifiers available to CA Process
  • Unlock
  • Activate
  • Verify active Certifiers
  • Step 4: Migrate any OU Certifier IDs to CA Process
  • Step 5: Add or delete CAAs or RAs
  • Step 6: Register users with CA Process
  • Exercise: Migrate OU Certifier to CA Process
  • Repair ICL database
Topic 7: Prepare Policies and Settings
  • Policy document defined
  • Settings document defined
  • Policy and Settings flexibility and planning
  • How Policies and Settings are applied
  • Policy type
  • Choosing between Organizational and Explicit policies
  • Exercise: Create Policy and Settings documents
  • Assign Explicit policies to users
  • Assignment Method 1: Set default policy for registrations
  • Assignment Method 2: Assign policy during registration
  • Assignment Method 3: Dynamic Policies
  • Assignment Method 4: Edit Person document
  • Effective policy and precedence order
  • What you cannot control with policies
  • Lock down user preferences
  • Troubleshooting policy updates at the Notes client
Topic 8: Prepare to Register Users
  • Task 1: Ensure that users have unique names
  • Task 2: Add user to appropriate group(s)
  • Task 3: Define Registration Settings document
  • Exercise: Registration Settings
  • Task 4: Set Administration Preferences
  • Exercise: Set Administration Preferences
  • Task 5: Define Setup Settings document
  • 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 Settings
  • 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 idle User ID
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 password synchronization
Topic 12: User ID and Password Recovery
  • Problem 1: Lost User ID
  • Problem 2: User ID file was deleted by the user
  • Exercise: Recover ID file
  • Problems with password recovery
  • Problem 3: User forgot User ID password
  • Problem 4: User ID password has been compromised
Topic 13: Notes User ID Vault
  • User ID problems and ID Recovery process
  • Notes User ID Vault database
  • Create a Notes User ID Vault database
  • Exercise: Create a Notes User ID Vault
  • Configure Security Settings document
  • Upload User ID to vault database
  • Exercise: Upload User ID of existing users
  • Download User ID from vault
  • Forgotten password recovery
  • Notes User ID Vault logging
  • Caveats
Topic 14: Desktop, Roaming, and Symphony Settings
  • 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
  • Custom Settings
  • Roaming
  • Upgrade user to roam using Domino as repository
  • Upgrade user to roam using file server as repository
  • Confirm roaming status
  • Disable roaming for a user
  • Symphony Settings document
Topic 15: Mail Settings
  • 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
  • Recent Contacts and drop down type ahead addressing
  • Synchronize Contacts
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
  • Find Policy that applies to a user
  • Exception policies
Topic 17: Notes License Compliance
  • Certification Log
  • Client Access Licenses
  • Server\Licenses view
  • License tracking
  • Notes version tracking
Topic 18: 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 19: 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
  • Notes software installation and operating system security
  • Smart Upgrade Governor
  • SUCACHE Server Console commands
  • Smart Upgrade failover
  • Smart Upgrade Tracking reports
  • Smart Upgrade debugging
  • Seamless Mail template upgrade
  • Upgrade ODS using COMPACT
Topic 20: Standard Configuration Administration
  • Notes Standard configuration
  • Activities Sidebar application
  • Sametime Sidebar application
  • My Widgets Sidebar Application
  • IBM Lotus Symphony Applications
  • Composite Applications
  • Using WebSphere Portal portlets in Composite Applications
  • Security and Composite Applications
  • Add a Notes plug-in from an Eclipse Update Site
  • Eclipse Update Site
  • 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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