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Lotus Domino 8.5.1 Mail Administration
Lotus Training Overview

During this course you will configure traditional Notes Mail as well as standards-based SMTP mail transfer and delivery. You will set up several mail clients, including Notes, Internet mail (POP/Outlook Express), Domino Access for Microsoft Outlook, and iNotes.

This course stresses the role of directories, including the Domino Directory, Directory Catalog, Mobile Directory Catalog, and Extended Directory Catalog, and how to make them available via Directory Assistance. It also covers the configuration of Domino to support LDAP requests.

This course also covers mail security for both Notes and Internet mail clients, including how to configure SSL on Domino and to issue Internet Certificates to users for digital signing and encryption.

Lotus Training Learning Objectives

In this course, you will learn how to:
  • configure intranet and Internet mail routing using the NRPC and SMTP protocols
  • set up Notes to send and receive mail, set up an Internet mail client to send mail via SMTP and retrieve mail via POP3 or IMAP4 protocols, use a browser to access mail via WebMail or Domino Web Access, and configure Domino Access for Microsoft Outlook
  • utilize the various directory types for mail addressing as well as for mail transfer and delivery
  • configure the Domino Server to support address lookups by Internet mail clients using LDAP
  • configure the NRPC and SMTP Router controls and restrictions to improve routing performance and reduce unsolicited email
  • utilize Notes Mail security features and serve as your own Internet Certificate Authority, create server and client Internet Certificates, enable SSL, and digitally sign and encrypt mail sent to Internet mail clients
  • support Notes Calendar and scheduling, including inter-domain resource reservations
  • configure Domino Attachment and Object Service to reduce disk space and network traffic due to message transfer, delivery, and storage
  • reduce Mail database size by applying a Single Copy Template and/or use design note compression
  • manage Notes Mail files using Domino Administrator with the assistance of the Administration Process
  • utilize mail monitoring, tracking, and journaling features
  • retain messages using archiving and journalling
  • monitor and troubleshoot mail transfer and delivery.
Lotus Training Audience

This course is designed for new Lotus Notes users who can: 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 LAN administrators who are responsible for supporting mail on Lotus Domino Servers, Notes, and Internet mail clients and who:
  • are proficient Notes mail users
  • have installed and configured a Domino Server
  • understand basic DNS and SMTP principles
  • have taken the Lotus Domino Administration Basics and Lotus Notes Administration courses or have the equivalent knowledge and experience
  • ideally have taken the Lotus Domino Monitoring and Maintenance course or have the equivalent knowledge and experience.
Lotus Training Course duration

This course is sold as a 4-day course (but there is much more material in the course than you can cover in four days!)

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: Mail Overview
  • Mail terminology
  • NRPC message flow
  • SMTP message flow
  • Domino mail clients
  • License implications
  • Choosing a mail protocol
  • Network design
Topic 2: NRPC Message Transfer and Delivery
  • Protocol independence
  • Think Domino
  • Domino Domain
  • Domino Named Networks
  • Multiple Domino Named Networks
  • Multiprotocol servers
  • NRPC routing
  • Router task
  • Router task functions
  • Exercise: Test message delivery
  • Message document internals
Topic 3: Notes Configuration
  • Create message
  • Message format
  • Submit message to recipient
  • Deliver message to user
  • Read messages
  • User registration
  • Exercise: Test message delivery
Topic 4: Inter-Domino Named Network NRPC Routing
  • When you need Connection documents
  • Two Connection documents are needed
  • Create Connection document
  • Replicate the Domino Directory
  • Explicit inter-domain addressing
  • Error messages
  • Exercise: Connection document and Cross Certification
  • Scheduling guidelines
Topic 5: Inter-Named Network Routing Topologies
  • Serial topology
  • Mesh topology
  • Hub-spoke topology
  • View the routing topology
  • Exercise: Message routing through a hub
  • Non-Adjacent Domain document
  • Exercise: Non-Adjacent Domain document
  • Combine schedules
  • On-demand routing
  • Cluster connection
Topic 6: NRPC Controls
  • Restricting message source domains or Organizations
  • Adjacent and Non-Adjacent Domain document restrictions (NRPC)
  • Control message size
  • Routing by message priority
  • Delivery Controls
Topic 7: Domino Directory and Message Addressing
  • Directory terminology
  • How directories are used for mail
  • Return address of Notes users
  • Recipient fields
  • Short names and nicknames
  • Router use of Domino Directory
  • Local Contacts
  • Local Recent Contacts
  • Recent Contacts and drop down type ahead addressing
  • Finding users in the domain
Topic 8: Directory Assistance
  • Multi-domain companies
  • Directory Assistance
  • Configure Directory Assistance
  • Exercise: Directory Assistance
  • Authentication-only secondary directories
Topic 9: Directory Catalogs
  • Directory Catalog: Condense and optimize
  • Directory Assistance or Directory Catalog?
  • Two versions of the Directory Catalog
  • Create Directory Catalog
  • Exercise: Create Directory Catalog
  • Mobile Directory Catalog
  • Multiple Directory Catalogs
  • Extended Directory Catalog
Topic 10: Mail Database Design
  • Mail database master design template
  • Template association
  • Single Copy Template
  • Exercise: Configure Single Copy Template
  • Database compression
  • Use LZ1 compression for attachments
  • Limit message size
  • Shared Attachment database
  • Central Forms database
  • Alternative mail templates
Topic 11: User Mail Database Administration
  • Procedure 1: Access information about mail users databases
  • Procedure 2: Define Mail Settings policy
  • Procedure 3: Create full text index
  • Procedure 4: Create multiple replica Mail databases
  • Procedure 5: Move Mail database to another directory or server
  • Procedure 6: Delete users and their Mail databases
  • Procedure 7: Set Mail database quotas and warning thresholds
  • Procedure 8: Monitor Mail database size
  • Database white space
  • Procedure 9: Reduce the size of a Mail database using Compact
  • Procedure 10: Configure Out-of-Office notifier
  • Procedure 11: Enable Inbox Maintenance agent
  • Procedure 12: Configure Recall Sent Messages feature
Topic 12: Notes Mail Security
  • System-required security
  • User-option security
  • Just-in-time encryption
Topic 13: Calendar and Scheduling
  • Schedule a meeting
  • Supporting technology
  • BUSYTIME.NSF operation
  • Free time lookup in Notes
  • Failed lookup attempt
  • Resource Reservations database
  • Resource administrator
  • Exercise: Scheduling on a single Home/Mail server
  • Exercise: Test single-server setup scheduling
  • Multiple Home/Mail servers in same domain
  • Free time queries across domains
  • Exercise: Multi-domain scheduling
  • Server Console commands
  • Calendar statistics
  • Troubleshooting
  • Clustered servers and multiple Resource Reservations databases
  • Schedule interoperability via iCalendar
  • iCalendar conversion compatibility mode for repeating meetings
Topic 14: Domino Attachment and Object Service
  • Obsolesced Single Copy Message Store (SCOS)
  • DAOS replaces SCOS
  • DAOS Estimator tool
  • Enable DAOS
  • 8.5.1 network traffic optimization
  • Monitor settings and statistics in Domino Administrator
  • Backup and restore
  • Sync problems
  • Return all files to documents as attachments
  • Resources
Topic 15: SMTP Mail Transfer
  • Before you switch to SMTP for internal routing
  • Server document or SMTP Inbound Site document?
  • Turn on SMTP Listener
  • Scenario 1: SMTP to route mail inside your Domino Domain
  • Internet return address for Notes
  • DNS configuration for transferring beyond your Internet domain
  • Scenario 2: SMTP to route mail to/from to the Internet
  • Exercise: Transfer messages to/from the Internet via SMTP
  • Scenario 3: Internal SMTP with outbound SMTP to Relay Host
  • Example Relay Host transfer all SMTP
  • Authenticated connection to relay host
  • Scenario 4: Internal NRPC with outbound SMTP to conduit
  • Example NRPC transfer to SMTP conduit
  • Smart host
  • On-demand routing
  • Extended SMTP
Topic 16: SMTP Inbound Controls
  • When controls are applied
  • Stage 1: TCP/IP connection
  • Stage 2: Before MTA connection is allowed
  • Stage 3: Before message is accepted by receiving MTA
  • Stage 4: Before message is accepted by MTA (sender controls)
  • Stage 5: Before message is deposited to MQ (recipient controls)
  • Stage 6: Before message is deposited to MQ (message controls)
  • Stage 7: Before message is moved from MQ to recipients MS
  • UA connection to send message
  • Third-party products
Topic 17: Blacklists and Whitelists
  • Private and public blacklists/whitelists
  • Blacklist/whitelist processing order
  • Configure blacklists and whitelists
  • Blacklist desired actions
  • Whitelist desired actions
  • Custom SMTP error message
  • Rules integration
  • Statistics
  • Getting off of a blacklist
Topic 18: Rules
  • Limitations
  • User Mail File Rules
  • QuickRules
  • Exercise: Create QuickRule
  • Deliver Senders Mail to Junk Rule
  • Manually create a Rule
  • Exercise: Manually create a Rule
  • Multiple Rules
  • Blacklist and whitelist tag Rule conditions
  • System Mail Rules
  • Create a System Mail Rule
Topic 19: SMTP Outbound Controls
  • Configure SMTP outbound controls
  • Outbound Sender Controls
  • Outbound Recipient Controls
Topic 20: Internet Message Disclaimers
  • Message disclaimer basics
  • Two conditions for message disclaimers to be added
  • Define message disclaimer text and have Notes add it
  • Message disclaimers added by Router task
  • iNotes message disclaimers
Topic 21: POP/IMAP Clients
  • License implications
  • POP
  • POP client configuration
  • Exercise: POP client configuration
  • MIME and message fidelity
  • Exercise: Send MIME-encoded message
  • IMAP
  • Notes and IMAP interoperability
  • IMAP configurationserver side
  • Modifying user Mail for IMAP
  • IMAP configurationclient side
  • Notes access to Internet mail
Topic 22: LDAP Directory Service
  • What is LDAP used for?
  • Configure LDAP on the server
  • Configure the LDAP client
  • What LDAP returns
  • Exercise: Configure and test LDAP
  • LDAP Server Console commands
  • ldapsearch utility
  • LDAP statistics
  • Tivoli Directory Integrator
Topic 23: Internet Certificate Authority
  • Compare Notes security to Internet security
  • Internet client security overview
  • Level 1 Security: Anonymous access
  • Level 2 Security: Name and password authentication
  • Level 3: Enable SSL
  • Obtain Internet Certificate
  • Procedure 3.1: Migrate the Organization Certifier ID to the CA Process
  • Procedure 3.2: Create the Internet Certificate
  • Procedure 3.3: Create Certificate Requests database
  • Procedure 3.4: Create the server Key Ring file with Trusted Root Certificate
  • Procedure 3.5: Enable SSL on the server
  • SSL for other client types/protocols
Topic 24: Issue Internet Client Certificates
  • Level 4 Security: Internet client authentication
  • Internet mail client: Request Client Certificate
  • Authentication using Client Certificates
  • Issued Certificate List (ICL) database
  • Certificate Revocation Lists (CRL)
  • CRLs and authentication by Client Certificate
  • Checking for CRLs
  • Revoking an Issued Certificate
  • Certificate revocation checking through OCSP
  • Notes sign/encrypt messages sent to Internet email users
  • Notes users request Client Certificate from third-party CA
Topic 25: Sign and Encrypt Internet Mail
  • Import Certificate into Outlook Express
  • Outlook Express signs message to Notes user
  • Notes user signs message
  • Notes user accepts senders Certificate for encryption
Topic 26: Lotus iNotes
  • Domino server requirements
  • Client requirements
  • URL to open iNotes
  • Full Mode user interface
  • Server configuration for iNotes
  • Full Mode policy settings
  • Configure users to use iNotes
  • iNotes Redirection
  • Make iNotes the default mail client
  • Contact list synchronization
  • Send signed messages
  • Send signed message to Internet mail users
  • Validate signature from Internet mail sender
  • Encrypt message sent to other Notes/iNotes users
  • Encrypt message sent to Internet mail users
  • Certificate for authentication versus Certificate for encryption
  • Quota enforcement
  • Use iNotes offline
  • Lotus Quickr integration
  • Calendar overlay
  • Configure the iNotes Proxy Servlet
  • Widgets
  • iNotes Lite and Ultralite modes
Topic 27: Security for Lotus iNotes
  • Firewalls and proxies
  • Fight denial of service attacks
  • Fight invalid URLs and buffer overflows
  • Restrict access by IP address
  • Limit HTTP methods
  • Enforce Server Access Lists
  • Accept fewer user name variations
  • Protect Internet Passwords
  • Failed Internet password tracking/lockout
  • Security Settings policy document fields
  • Change Internet Password
  • Best Practice: Use Client Certificates and SSL for authentication
  • Active Content Filter
  • Install and configure Browser Cache Management
Topic 28: Domino Access for Microsoft Outlook
  • Task 1: Download DAMO software
  • Task 2: Configure Domino
  • Task 3: Register user
  • Task 4: Prepare user computer
  • Task 5: Install DAMO software
  • Task 6: Start Microsoft Outlook and select DAMO Profile
  • Task 7: Set preferences
  • Resources
Topic 29: Mail Monitoring Tools
  • Messaging-related task status
  • Server Console commands
  • Tracking fields in message documents
  • Mail logging
  • Supplemental logging
  • Logging level
  • Mail statistics
  • Mail trace
  • Mail Routing Event Generator
  • Domino Domain Monitoring
Topic 30: Message Tracking and Reporting
  • MTC server task
  • User tracks messages
  • What the Tracking Request tells you
  • Tracking across Domino Domains
  • Track message in Domino Administrator
  • Report on tracked messages
  • MTC console commands
  • Exercise: Message Tracking and reporting
Topic 31: Message Archiving and Journaling
  • Local message archiving
  • Server-based message archiving
  • Configure server-based Mail database archive from Notes
  • Run COMPACT to perform archive
  • Schedule Compact to run
  • User access to Archive database
  • Define an Archive Settings policy
  • Calendar Cleanup
  • Message journaling
  • Configure message journaling
  • Mail Journaling database security
  • Keep message recipients when journaling
  • Third-party message retention and discovery software
Topic 32: Troubleshooting and Performance
  • Dead message
  • Check for dead messages
  • Held message
  • Message transfer retry interval
  • Message timeout value
  • Transfer and delivery delay notifications
  • Troubleshoot submission errors
  • Troubleshoot transfer errors
  • Transfer errors and route cost
  • Troubleshoot delivery errors
  • Reverse-path setting for forwarded messages
  • Convert TNEF file attachments
  • Create/restore a deleted Mail database
  • Exercise: Mail errors
  • Custom delivery failure messages
  • SMTP troubleshooting
  • SMTP headers
  • Improve performance

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