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Upgrading to Lotus Notes and Domino 7

Book Description

Upgrade your company to the latest version of Lotus Notes and Domino.

  • Understand the new features and put them to work in your business

  • Appreciate the implications of changes and new features

  • Learn how to integrate Lotus Notes/Domino 7 with WebSphere and Microsoft Outlook

  • A real-life case study of how Lotus upgraded its own developerWorks site to Lotus Notes/Domino 7

In Detail

Do you administer a Lotus Notes/Domino system? Do you want to get the most of the new features in the latest Notes/Domino 7.0 release of the software? If you want to introduce these new features to a large business, quickly and efficiently, then this book is for you.

Written by Lotus insiders, the book provides a practical guide to each of the important features and enhancements introduced in Notes/Domino 7. These experienced experts use their own experiences to map out the benefits you could gain, and the dangers you may face, as you implement these features in your business.Written by specific experts, edited and overseen by Lotus content generator Dick McCarrick, this book is the definitive guide to all Lotus Notes/Domino 7 upgrading issues.

Technology
Lotus Notes/Domino version 7 is the latest version of Lotus' complete client-server email and collaboration solution.

Notes/Domino 7 of this proven suite of products delivers many useful new features that promise to improve effectiveness in all areas of business. But as with all upgrades, there will be time and work involved in getting these new features really working for the benefit of your business.

What you will learn from this book?

Upgrading to Lotus Notes and Domino 7 does exactly what it says on the cover. You will:

  • Get to grips with all of the major new features

  • Understand the new Domino Domain Monitoring (DDM), as well as new event monitoring and the automatic diagnostic collection process

  • Learn the new server features, including AdminP,new server tasks, and updates to administration tools

  • A complete look at policy management, including the new mail policy and enhancements to security and archiving policies

  • Work with Smart Upgrade, improve performance, and understand the new and improved features of the Notes/Domino 7 clients

  • See how to use the significant enhancements of Domino Web Access 7, and then see how to integrate Domino with the popular and powerful WebSphere Portal, or the ubiquitous Microsoft Outlook

  • Comprehensive coverage of DB2, programming and security

  • Learn how Notes/Domino 7 uses the various types of Directories for messaging, DNS, data, application directories, and more, and what new features Lotus has packed into the latest release

  • A chapter on troubleshooting, followed by a real life case study of how the developerWorks Lotus site upgraded to Lotus Domino 7

Approach

Established Lotus experts provide you with a systematic tour of the essential new Lotus features, and how to get maximum use from them.

Who this book is written for?

Administrators and developers working with any version of Lotus Notes/Domino, and needing the low-down on how to successfully make the most of the 7.0 upgrade.

Another benefit is you can use this book to help you pass the 190-702 Update exam. This book covers the important exam topics.

Table of Contents

  1. Copyright
  2. Warning and Disclaimer
    1. IBM
  3. Credits
  4. About the Authors
  5. Foreword
  6. Preface
    1. What This Book Covers
    2. Conventions
    3. Reader Feedback
    4. Customer Support
      1. Downloading Extra Material for the Book
      2. Errata
      3. Questions
  7. 1. A Short History of Notes and Domino
  8. 2. New Notes/Domino 7 Features
    1. Lotus Notes
    2. Domino Designer
    3. Domino Administrator
    4. Domino Server
    5. LEI
    6. Summary
  9. 3. Domino Domain Monitoring
    1. Domino Domain Monitoring (DDM)
      1. Probes
      2. Configuring Probes
      3. Filters
      4. The Event Resolution Center (ERC) Database
      5. Types of Probes
        1. Application Code
        2. Database
        3. Directory
        4. Messaging
        5. Operating System
        6. Replication
        7. Security
        8. Server
        9. Web
    2. Event Notification Using an Agent
      1. Create a Tracking Database
        1. Create a Simple Agent, View, and Form in the Tracking Database
      2. Create a Database Event Generator Document in events4.nsf
      3. Create an Event Handler (Run an Agent)
        1. Basics Tab
        2. Event Tab
        3. Action Tab
        4. Enable the Event Handler and the Event Generator
        5. Testing
    3. Summary
  10. 4. AdminP
    1. AdminP Server Task
    2. Administration Client
    3. Notes Client
    4. Domino Directory
    5. Certification Log
    6. admin4.nsf
    7. Administration Server
    8. Proxy Actions
    9. Release 4 AdminP Proxy Actions
    10. Release 5 AdminP Proxy Actions
    11. Notes/Domino 6 and 6.5 AdminP Proxy Actions
    12. Notes/Domino 7 AdminP Proxy Actions
    13. Types of Proxy Actions
    14. Operations that Execute on the Primary Administration Server
    15. Operations that Execute on all Spoke Administration Servers
    16. Operations that Execute on a Targeted Server
      1. admin4.nsf
    17. Cross-Domain Administration Requests
    18. Replica ID Relationship for admin4.nsf and names.nsf
      1. Name-Change Management
        1. Summary
  11. 5. Policy Management
    1. Policy Basics
      1. Basics Tab
      2. Comments Tab
      3. Administration Tab
      4. Policy Lock Down
    2. Registration Policy
    3. Setup Policy
      1. Preferences Tab
      2. Miscellaneous Tab
      3. Internet Tab
      4. Mail and News Tab
      5. Instant Messaging Tab
    4. Desktop Policy
      1. Basics Tab
      2. Smart Upgrade Tab
      3. Preferences | Basics Tab
      4. Preferences | Miscellaneous Tab
      5. Preferences | Internet Tab
      6. Preferences | Instant Messaging Tab
      7. Preferences | Diagnostics Tab
    5. Mail Archiving Policy
    6. Security Policy
    7. Mail Policy
      1. Basics Tab
      2. Mail File Preferences | Mail | Basics Tab
      3. Mail File Preferences | Mail | Letterhead Tab
      4. Mail File Preferences | Calendar & To Do Tab
        1. Basics Tab
        2. Display Tab
        3. Scheduling Tab
        4. Your Availability
        5. When Adding an Entry to Your Calendar
        6. Alarms Tab
        7. To Do Tab
        8. AutoProcess Tab
        9. Room and Reservations Tab
        10. Access to Your Mail & Calendar Tab
        11. Access to Your Schedule Tab
      5. Message Disclaimers
        1. Server Disclaimers
        2. Client Disclaimers
    8. SMTP
      1. Junk Mail
      2. Spam
        1. DNS Whitelist Filters
        2. Private Blacklist Filters
        3. Private Whitelist Filters
        4. Statistics
      3. DNS Whitelist Statistic
      4. Private Blacklist Statistic
      5. Private Whitelist Statistic
    9. Summary
  12. 6. Smart Upgrade
    1. Smart Upgrade Process
    2. Create the Smart Upgrade Kit Database
    3. Create or Modify a Server Configuration Document
    4. Create a Kit Document
      1. Basics Tab
        1. Basics
        2. This Smart Upgrade kit can be used to update the following versions of Lotus Notes
        3. After applying this kit, the client will be running this version of Lotus Notes
        4. Location of update kit
        5. Optional message to end users (appears in update prompt):
      2. Administration Tab
    5. Create or Modify a Desktop Policy Document
      1. Smart Upgrade
      2. Smart Upgrade Tracking Options
    6. Smart Upgrade Tracking Database
    7. The End-User Experience
    8. Summary
  13. 7. Performance Aspects and Additional Standards
    1. Performance
      1. Identify Monitoring Tools
      2. Server.Load
    2. LEI
    3. Automatic Data Collection and Fault Analyzer
      1. Fault Analyzer Settings
    4. IPv6
      1. DNS and Resource Records
      2. Zones
      3. Enabling IPv6 on Domino 7 Servers and Notes 7 Clients
    5. Summary
  14. 8. Client Features
    1. Notes 7
      1. New Mail Features
        1. Autosave
        2. Other Mail Features
        3. Archiving
        4. Background View Indexing
        5. Mail Rule Processing
      2. Calendaring and Scheduling
        1. New Right Mouse Button Selections
      3. Preventing Expansion of Personal Groups
      4. Rooms and Resources
      5. Sametime Integration
    2. Domino Designer 7
      1. Shared Columns
    3. Administration Client
      1. Hotkeys
    4. Summary
  15. 9. Domino Web Access
    1. Security
    2. Integration with DOLS and Instant Messaging
    3. Instant Messaging
    4. Import Corporate Holidays
    5. Stationery
    6. Mail Threads
    7. S/MIME Support
    8. Importing a Notes ID
      1. Domino Web Access Configuration
        1. Mail Encryption
        2. Instant Messaging
        3. International
        4. Browser Cache Management
        5. Browser Cache Management Settings
        6. Other Domino Web Access Settings
      2. Summary
  16. 10. Programming
    1. AutoSave
      1. Recovering Documents Saved with the AutoSave Feature
    2. Enhanced Java Support
    3. New Formula Language Commands
    4. New LotusScript Elements
      1. Admin Support
      2. General Document Support
      3. XML Support
      4. IBM Workplace Client Support
    5. Summary
  17. 11. Security
    1. New Encryption Options
      1. Interoperability
      2. Key Rollover
    2. Smartcards
    3. Security APIs
    4. ID Recovery Enhancements
      1. Configurable Password Length and Recovery Message
      2. Suppression of Standard Export Recovery Message
      3. Timestamps
      4. Recover User IDs from the Administration Client
      5. Mail ID Recovery
      6. Expanded Logging
      7. Obsoleting Recovery Passwords
    5. Password Management
    6. Summary
  18. 12. Upgrading to Domino 7
    1. Use Cases
    2. Notes/Domino 7 Upgrade
      1. Review the Current Infrastructure
      2. The Upgrade Process
      3. Use Case: Domino Server Upgrade
    3. Summary
  19. 13. Domino and the Web
    1. IBM WebSphere Portal for Beginners
      1. Advantages of Lotus Domino and WebSphere Portal Integration
    2. Lotus Domino and WebSphere Portal
    3. Server Integration
      1. Configuring Lotus Domino for WebSphere Portal
        1. Configuring Domino LDAP
        2. Enabling LDAP for SSL
        3. Setting the Domino Server Document for WebSphere Portal
        4. Enabling the DIIOP Task
    4. Application Integration
      1. Application Integration Types
      2. Application Integration Techniques
        1. Collaboration Center
        2. Domino Application Portlet
        3. Lotus Domino Extended Products Portlets
        4. Common Personal Information Management (PIM) Portlets
        5. Portlet Builders
        6. Domino JSP Tag Libraries
        7. Java Programming
    5. The Notes Application Plug-In
      1. IBM Workplace Collaboration Services
      2. IBM Workplace Managed Client
    6. Summary
  20. 14. Directories
    1. Directory Uses
    2. Directory Architecture
    3. X.500
      1. LDAP
    4. New Directory Features in Domino 7
      1. LDAP UNID
      2. Directory Assistance
      3. LDAP Connections and Domino 7
      4. LTPA
    5. The Domino Directory
    6. Summary
  21. 15. Domino Access for Microsoft Outlook
    1. Requirements
    2. Installing Domino Access for Microsoft Outlook
      1. Upgrading from DAMO 6.5.x to 7
      2. Setting Up Condensed Directories for Working Offline
      3. Keeping Your Mail File Secure
      4. DAMO Performance
    3. DAMO 7 Improvements and Enhancements
      1. Option for Separate Program and Data Directories
      2. Productivity Enhancements
        1. New Mail Notification
        2. Offline Address Book Support
      3. User Security
        1. X.509
        2. Notes Encryption
      4. Out-Of-Office Management
      5. Replication Management
      6. Password Management
      7. Mail File Ownership
      8. Calendar and Scheduling
      9. S/MIME
    4. Issues
    5. Summary
  22. 16. Troubleshooting
    1. Domino Domain Monitoring
    2. log.nsf (Server Log File)
    3. Events Monitoring (events4.nsf and Event Monitor Task)
      1. Event Generator
      2. Event Handler
      3. Event Notification Method
    4. Domino Web Logging
    5. Mail Tracking
    6. The Server's mail.box Database
    7. Mail Trace
    8. Maps Tool
    9. TCP/IP Connection Logging
    10. SMTP Troubleshooting Examples
    11. NOTES.INI Logging and Debug Parameters
    12. Database Analysis
    13. Log Analysis
    14. Cluster Analysis
    15. Predictive Activities Using Server Health Monitor
    16. Notes System Diagnostic (NSD)
    17. Server Commands
    18. Summary
  23. 17. Case Study
    1. developerWorks Lotus
    2. Notes/Domino Upgrade Process
      1. Plan
      2. Deploy on a Non-Production Test Server
      3. Set Up a Forum to Discuss Issues Found
      4. Start Small (Deploy on a Cluster Member and Expand)
      5. Deploy on One Platform (Win32) and Gradually Move Out to Others (Unix Dialects)
      6. Work Closely with Application Designers
      7. Watch for Issues, Trends, and Assorted Weirdness
      8. Document Everything!
    3. Summary
  24. A. Tools and References
    1. Binary Tree Migration Tools for Lotus Notes 7 and Domino 7
      1. Migration to Notes/Domino 7
      2. Coexistence Solutions for Notes/Domino 7 and Microsoft Outlook/Exchange
    2. DNA Network Analysis for IBM Lotus Domino
      1. End-User Demand
      2. Session Concurrency
      3. Deployment Integrity
      4. Server Platform Health
    3. Angkor
    4. Securing and Assuring Delivery of Lotus Domino Web Applications