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Lotus Domino 8 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 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 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 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.

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
      Page 1: Welcome
      Page 3: Program Files Directory/Partitioned Server
      Page 4: Data Files Directory
      Page 5: Server choice
      Page 6: Summary
      Reboot Windows
      Exercise: Install Domino Server
      Custom installations
      QMR/QMU updates

    Topic 3: Setup Pre-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
      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
      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
      Server Console properties
      Server Console filters
      Run pieces of Domino Administrator

    Topic 9: Configuration Settings Documents
      Configuration Settings
      Directory Profile document
      Configuration Settings document
      Multiple Configuration Settings documents
      Console command to edit the NOTES.INI
      Configuration Settings document to change NOTES.INI
      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

    Topic 11: User Authentication and Names
      IDs created during first server setup
      Contents of Server and User IDs
      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
      Authenticated name for browser users
      Failure to authenticate
      Debugging authentication

    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
      Find Group Member
      Manage Groups
      Rename Group
      Delete Group
      Find Groups
      Organizational wildcards

    Topic 13: Server Access Lists
      Domino Directory administration
      Security tab in the Server document
      Recommended Server Access practices
      Exercise: Control Server Access
      Server access for browsers

    Topic 14: Administrator Rights
      General user access to the server
      Default administrator access
      What being listed as an administrator gets 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: Databases
      Add Domino database
      Exercise: Create database
      Internal tools
      External tools
      Files function tab
      Files display preferences
      Folder tools
      Database tools
      Database white space
      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 users 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
      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
      Server and Domain-wide ACL reporting
      Exercise: Database Catalog
      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: Remove server configuration
      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: Only one replica 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 Internet Passwords
      Other means to authenticate users
      Login name versus authenticated name
      Server Access Lists and HTTP
      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
      Domino Web Access
      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 Memo
      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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