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    2009 IBM Corporation

    Building the IBMLotusDomino8.5 Infrastructure

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    IBM Software Group | Lotus Software

    Course Outline

    Setting Up the First Server and Administrator

    Adding IBM Lotus Domino Servers

    Adding IBM Lotus Notes Clients

    Administering Users

    Setting Up Server Administration

    Synchronizing IBM Lotus Domino System Databases

    Configuring Basic Intranet Mail Routing

    Configuring Mail Routing to the Internet

    Establishing Mail Controls

    Implementing Mail Rules and Storage Limits Monitoring Mail

    Resolving Common Mail Routing Problems

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    IBM Software Group | Lotus Software

    Lesson 1 Objectives

    Setting Up the First Server and Administrator

    After completing this lesson, you should be able to:

    Analyze a deployment plan.

    Install the Lotus Domino server software.

    Install the Lotus Domino Administrator client software.

    Launch and configure the first server.

    Configure the first workstation.

    Assign roles to administrators and severs.

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    IBM Software Group | Lotus Software

    Planning Considerations

    Determine business problems to be addressed

    Examine organizational structure

    Design the Lotus Domino environment to enhance and supportthe organizational structure

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    IBM Software Group | Lotus Software

    Planning Checklist

    Task Procedure 1 Identify structure of organization.

    2 Create planning team.

    3 Identify tracking mechanism.

    4 Define the business problem.

    5 Identify how Lotus Domino can address the business problem.

    6 Identify access needs.

    7 Identify hardware requirements (site map).

    8 Identify server roles.

    9 Select location for servers.

    10 Identify network protocol(s) and networking changes.

    11 Choose replication topology.

    12 Identify directory strategy.

    13 Select mail routing strategy.14 Develop naming scheme.

    15 Define security.

    16 Determine server configurations.

    17 Determine client configurations.

    18 Determine rollout strategy.

    19 Determine education strategy.

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    IBM Software Group | Lotus Software

    Planning Guidelines

    Consider all necessary information

    Establish and follow guidelines

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    IBM Software Group | Lotus Software

    Classroom Implementation

    HeadquartersHeadquarters

    Doctor Notes/WWCorpDoctor Notes/WWCorp

    East01/SVR/WWCorp

    East02/SVR/WWCorp

    East01/SVR/WWCorp

    East02/SVR/WWCorp

    East03/SVR/WWCorp

    East04/SVR/WWCorp

    East03/SVR/WWCorp

    East04/SVR/WWCorp

    East05/SVR/WWCorp

    East06/SVR/WWCorp

    East05/SVR/WWCorp

    East06/SVR/WWCorp

    NNN: WWCorpEastNNN: WWCorpEast NNN: WWCorpWestNNN: WWCorpWest

    West01/SVR/WWCorp

    West02/SVR/WWCorp

    West01/SVR/WWCorp

    West02/SVR/WWCorp

    West03/SVR/WWCorp

    West04/SVR/WWCorp

    West03/SVR/WWCorp

    West04/SVR/WWCorp

    West05/SVR/WWCorp

    West06/SVR/WWCorp

    West05/SVR/WWCorp

    West06/SVR/WWCorp

    Admin East01Admin East02 Admin West01Admin West02

    Admin East03Admin East04

    Admin West03Admin West04

    Admin East05Admin East06

    Admin West05Admin West06

    Mail Routing

    NNN: WWCorpHQNNN: WWCorpHQ

    Hub/SVR/WWCorpHub/SVR/WWCorp

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    IBM Software Group | Lotus Software

    Implementation Checklist

    Task Procedure

    1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

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    IBM Software Group | Lotus Software

    Supported Platforms and System Requirements

    Lotus Domino and Lotus Notes Release Notes

    IBM Web site:

    For Lotus Domino 8.5, go tohttp://www-01.ibm.com/support/docview.wss?rs=463&uid=swg27013072

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    http://www-01.ibm.com/support/docview.wss?rs=463&uid=swg27013072http://www-01.ibm.com/support/docview.wss?rs=463&uid=swg27013072http://www-01.ibm.com/support/docview.wss?rs=463&uid=swg27013072http://www-01.ibm.com/support/docview.wss?rs=463&uid=swg27013072
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    IBM Software Group | Lotus Software

    Implementation Checklist

    Task Procedure

    1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

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    IBM Software Group | Lotus Software

    Lotus Domino Server Installation Types

    Lotus Domino Utility Server:

    Application services

    Lotus Domino cluster support

    No messaging services

    Lotus Domino Messaging Server:

    Messaging services

    No application services or Lotus Domino cluster support

    Lotus Domino Enterprise Server:

    Messaging services

    Application services

    Lotus Domino cluster support, including mail servers

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    IBM Software Group | Lotus Software

    Platform and Operating System Requirements

    Category Requirements

    Supported

    operating systemversions

    Microsoft Windows Server 2003 Standard Edition, or Enterprise Edition with Service Pack 2

    Microsoft Windows Server 2003 X64 Edition

    Microsoft Windows Server 2008 Standard or Enterprise Edition

    Microsoft Windows Server 2008 x64 Standard or Enterprise Edition

    Processorssupported

    Intel Pentium or higher and compatibles (32-bit and 64-bit chips as appropriate), or equivalents

    RAM 512 MB minimum or more recommended per CPU

    Disk space 1.5 GB minimum per partition

    Swap space Two times the physical RAM installed

    Monitors Color monitor required

    Protocols

    NetBIOS over IP (32-bit processor only, only Microsoft IP is supported)

    NetBIOS over IPX (32-bit processor only)

    TCP/IP (includes IPv6)

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    IBM Software Group | Lotus Software

    Lotus Notes 8.5 Client Types

    Client type Description

    Basic

    Based on Lotus Notes 7 platform.

    Applications stored on Domino servers.

    Use when: Client computers do not have enough RAM or other hardware resources for Standard edition. You are not ready to train users on Lotus Notes 8.5 interface changes. Servers have not yet been upgraded to Lotus Domino 8.5.

    Standard

    Supported by IBMLotusExpeditor and IBMLotusEclipse platforms.Contains Java -enabled, Eclipse, and SWT capabilities.Applications stored on Domino servers and WebSphere Application Servers.

    Preferred configuration to gain all functionality included in Lotus Notes 8.5.

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    IBM S f G | L S f

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    IBM Software Group | Lotus Software

    What is Eclipse?

    A platform designed for building IDEs that provide template-driven and CSS-based customization.

    An open-source Java platform that has become the foundationfor RCP development.

    The environment that Lotus Notes 8.5 is based on.

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    IBM S ft G | L t S ft

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    Client Installation Types

    Available client options:

    Notes Client (selected by default)

    Sametime (integrated) (selected by default)

    IBMLotusDomino Designer

    Lotus Domino Administrator

    Activities

    Composite Application Editor

    IBMLotusSymphony

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    What is Lotus Expeditor?

    A client platform designed for end-to-end smart client applicationsolutions.

    Extends Lotus Notes 8.5 by providing application installation andmanagement services.

    Builds clients on Eclipse and supports running them on multipleoperating systems.

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    Expeditor Component Packaging

    Enables customization of Lotus Notes client installation.

    Adds any or all of the supplementary client-supported

    functionality provided by IBM for Lotus Notes 8.5.

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    Eclipse Update Sites

    Catalogs that contain features and plug-ins for Eclipse and RCPapplications.

    Require JAR file packaging and manifest file to facilitate Eclipseaccess to remote servers.

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    Automated Installation Options

    Tuning the installer for automated install.

    Configuring the installer content via features and install manifest.

    Scripting the installer for specific options and silent install.

    Using the installer in conjunction with Smart Upgrade.

    Using the installer in conjunction with other deployment systems.

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    Workstation Sharing Considerations

    Operating system must support multiple user profiles.

    Cannot share Lotus Domino Designer or Lotus Domino

    Administrator clients.

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    So t a e G oup | otus So t a e

    Components Created During First Server Setup

    File System

    Names.nsfCert.idServer.id

    User.idOucert.id (optional)

    Certificate(s)ConfigurationConnectionsDomainGroupsMail-in databasePerson

    ProgramServerPolicies

    Domino Directory Database(Names.nsf file)

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    p |

    The Domino Directory

    Most important database in the Lotus Domino environment.

    Stores information about all Lotus Domino resources.

    All Domino servers in a domain contain a replica of the DominoDirectory.

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    p |

    Replicas of the Domino Directory

    Replicas enable collaboration between users on different servers.

    Replication synchronizes changes on replicas to ensure all

    servers have updated information.

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    Comparing Domains and Organizations

    Component Description

    Domino domain The collection of Domino servers and users that share the same Domino Directory.

    Dominoorganization

    Defined by the certifier that stamps the IDs of users, servers, and other certifiers.

    Trust relationship within the organization lets users and servers communicate and share data.Organizational certifier provides security and uniformity in naming of users and servers.Certifier name is part of the hierarchical name of all users and servers in the organization.

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    Purposes of Organizational Units

    Management by region or division.

    Separation of servers from users.

    Unique names for users who have the same common name.

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    Worldwide Corporation's Lotus Domino Organization

    Hierarchy

    /WWCorp

    /East/WWCorp /SVR/WWCorp/West/WWCorp

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    Alternatives to Organizational Units

    Use Group documents to manage subsets of users.

    Consider keeping servers and users in the same container.

    Differentiating between users with the same names:

    Use the middle initial as part of the common name.

    Include a unique OU during user registration.

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    Organizational Hierarchy

    f0851091-5.png

    /WWCorp

    /East/WWCorp /West/WWCorp /SVR/WWCorp

    IBM Software Group | Lotus Software

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    Descendants of the Organization Certifier

    When only one organization hierarchy exists, all names aredescendants of the organization certifier.

    The certifier IDs stamp server, user, and other certifier IDs withtheir certificates:

    The /WWCorp organization certifier stamps one entity, the userDoctor Notes.

    The /WWCorp certifier stamps the following OU certifiers,which will stamp the IDs for other users and servers:

    /SVR

    /East /West

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    Organization Security

    All servers and users under /WWCorp can authenticate with eachother.

    Access is allowed unless another security measure exists.

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    Organization Certifier ID Security

    The certifier ID file is the most important ID file in theorganization.

    Cert.id can and should be moved from Domino\data subdirectoryto a secure place.

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    Authentication Between Organizations

    When two organization certifiers exist, the infrastructures cannotcommunicate without administrative intervention.

    Use cross-certification to establish trust between Lotus Dominoorganizations.

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    Country Codes

    For multinational organizations, provides an additionalhierarchical level.

    Multiple organization certifiers required (one for each countrycode to be used).

    Does not replace the organization component.

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    Server Audience Types

    Server audience Description

    Web browsersFor Web browsers, such as MicrosoftInternet Explorer, MozillaFirefox, and Netscape Navigator, toaccess data on the server.

    Internet mailpackages

    For Internet mail clients using the following protocols to access mail on the server: POP3 (Post Office Protocol 3) IMAP (Internet Message Access Protocol) SMTP (Simple Mail Transfer Protocol)

    Directory Services For clients using LDAP (Lightweight Directory Access Protocol).

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    The Lotus Domino Server Log

    Log.nsf reports all server activity and provides detailedinformation about databases and users on the server:

    Can be configured to report the desired level of detail aboutserver activity.

    Is created automatically when a server is started for the firsttime.

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    Administrator Group Security Options

    Prohibit anonymous access:

    Adds an ACL entry called Anonymous to all databases

    Gives it the No Access ACL setting

    LocalDomainAdmins:

    Creates a group that gives some or all administrators Manager

    access to all databases.The first servers administrator is added to LocalDomainAdmins

    during first server setup.

    Other administrators can be added to the group later.

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    The Client Configuration Program

    Connects to the specified server, which must contain a Persondocument for the user.

    Downloads the ID file if the file is stored in the users Persondocument.

    Creates the users local Contacts file.

    Configures bookmarks for the users mail and Contacts files, andother databases specified in setup settings of policies.

    Creates documents in the Contacts file.

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    Access in the Domino Directory

    Having Manager access to the IBM Lotus Domino Directory ACLenables editing the ACL.

    To create and edit documents in the Domino Directory,administrators must also be assigned the appropriate ACLrole(s).

    Worldwide Corporation will assign all ACL roles to the

    administrators and to servers.

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    Privileges and the LocalDomainAdmins Group

    During first server setup, if LocalDomainAdmins is added andassigned Manager access in the ACL of every database, anyadministrator listed in LocalDomainAdmins can change the ACL

    of any database, including the Domino Directory.

    LocalDomainAdmins is not automatically assigned any roles:

    The roles in the Domino Directory specify who can create and

    edit documents.

    Without the roles, an administrator cannot perform anyregistration tasks, because the registration program createsdocuments.

    Managers can edit the ACL, so members ofLocalDomainAdmins could assign the appropriate ACL roles tothemselves.

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    Lesson 2 ObjectivesAdding IBM Lotus Domino Servers

    After completing this lesson, you should be able to:

    Register servers.

    Configure and start an additional Lotus Domino Server.

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    Implementation Checklist

    Task Procedure 1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

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    The Server Registration Process

    Existing server and workstation required

    Server registration creates:

    A Server document in the Domino DirectoryAn ID file stored as an attachment in the Server document or

    as a file at the operating system level.

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    Domino Directory Access for Registering Servers

    ACL access:

    Author access or higher

    The Create documents privilegeThe ServerCreator role

    Certifier ID and password access

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    S ID Fil S O i

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    Server ID File Storage Options

    Storing the ID file in the Domino Directory of an existing server:

    Allows the new server to detach the ID file from the Serverdocument of the existing server's Domino Directory.

    Requires a password for the attached server ID. The result isthat after the server is configured, it cannot be restarted fromthe Domino Administrator remotely, because the password

    prompt displays on the server machine.

    Storing the ID file in the file system requires that the additionalserver machine has access to the ID file locally or on thenetwork.

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    Cl S I l t ti

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    Classroom Server Implementation

    g0851091-1.pngEast01/SVR/WWCorpEast02/SVR/WWCorp

    East01/SVR/WWCorpEast02/SVR/WWCorp

    Hub/SVR/WWCorpHub/SVR/WWCorp

    East03/SVR/WWCorpEast04/SVR/WWCorp

    East03/SVR/WWCorpEast04/SVR/WWCorp

    East05/SVR/WWCorpEast06/SVR/WWCorp

    East05/SVR/WWCorpEast06/SVR/WWCorp

    West03/SVR/WWCorpWest04/SVR/WWCorp

    West03/SVR/WWCorpWest04/SVR/WWCorp

    West05/SVR/WWCorpWest06/SVR/WWCorp

    West05/SVR/WWCorpWest06/SVR/WWCorp

    West01/SVR/WWCorpWest02/SVR/WWCorp

    West01/SVR/WWCorpWest02/SVR/WWCorp

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    St d d Di t St t

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    Standard Directory Structure

    f0851092-1.png

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    C t l Di t St t

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    Central Directory Structure

    Central DirectoriesCentral Directories

    ConfigurationDirectories

    ConfigurationDirectories

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    Clearing the Server ID Password

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    Clearing the Server ID Password

    Requires local access to the ID file

    Two approaches:

    In Domino Administrator, click ConfigurationCertificationIDProperties.

    Run nlnotes.exe from a Windows server, then click FileSecurityUser Security.

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    L 3 Obj ti

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    Lesson 3 ObjectivesAdding IBM Lotus Notes Clients

    After completing this lesson, you should be able to:

    Create an organizational unit certifier.

    Register new administrators.

    Register users from a file.

    Replicate Server document changes.

    Set up an administrator workstation.

    Verify the Domino installation.

    Create replicas on multiple servers.

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    Implementation Checklist

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    Implementation Checklist

    Task Procedure 1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Certifier Registration

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    Certifier Registration

    Certifier document in the Domino Directory:

    Contains the certified public key

    During authentication, the key is compared with the key in anID file

    Certifier ID file for certifying descendants of the organizationalunit

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    Certification Log

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    Certification Log

    Must be named Certlog.nsf

    Maintains a record of each use of a certifier to register users orother certifiers:

    Name, license type, and ID number for the registered user,server, or certifier

    Date of certification and expiration

    Name, license type, and ID number of the certifier ID used tocertify the new ID

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    Mail Servers for Each Administrator

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    Mail Servers for Each Administrator

    HeadquartersHeadquarters

    Hub/SVR/WWCorpHub/SVR/WWCorpDoctor Notes/

    WWCorp

    Doctor Notes/WWCorp

    East01East02

    East01East02

    East03East04

    East03East04

    East05

    East06

    East05East06

    West01West02

    West01West02

    West05

    West06

    West05West06

    West03West04

    West03West04

    Administrator name Mail server name

    Admin East01 East01/SVR/WWCorp

    Admin East02 East02/SVR/WWCorp

    Admin East03 East03/SVR/WWCorp

    Admin East04 East04/SVR/WWCorp

    Admin East05 East05/SVR/WWCorp

    Admin East06 East06/SVR/WWCorp

    Admin West01 West01/SVR/WWCorp

    Admin West02 West02/SVR/WWCorp

    Admin West03 West03/SVR/WWCorp

    Admin West04 West04/SVR/WWCorp

    Admin West05 West05/SVR/WWCorp

    Admin West06 West06/SVR/WWCorp

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    Internet Password Options

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    Internet Password Options

    Certificate revocation checking via Online Certificate StatusProtocol (OCSP)

    Advanced Encryption Standard (AES) support for SSL

    Smartcard improvements

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    Internet Password Locking

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    Internet Password Locking

    3 Strikes rule for HTTP

    Enable Enforce Internet Password Lockout in serverConfiguration Settings documents

    Override server settings with user security policies

    Extended ACLs

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    ID File Distribution

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    ID File Distribution

    Attach the ID file to the user's Person document in the DominoDirectory

    Store the ID file on disk

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    Servers for Each Administrator

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    Se e s o ac d st ato

    Administrator Server

    Admin East01 East01/SVR/WWCorp

    Admin East02 East02/SVR/WWCorp

    Admin East03 East03/SVR/WWCorp

    Admin East04 East04/SVR/WWCorp

    Admin East05 East05/SVR/WWCorp

    Admin East06 East06/SVR/WWCorp

    Admin West01 West01/SVR/WWCorp

    Admin West02 West02/SVR/WWCorp

    Admin West03 West03/SVR/WWCorp

    Admin West04 West04/SVR/WWCorp

    Admin West05 West05/SVR/WWCorp

    Admin West06 West06/SVR/WWCorp

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    User Registration

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    g

    One at a time by using the Registration dialog box

    Multiple users simultaneously by using a text file

    User namesOther information

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    Replicating the Domino Directory to Other Servers

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    p g y

    Registration modifies the Domino Directory on the registrationserver

    Other servers need this information

    Replication enables all servers to have all new information

    Some changes require a server restart

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    IBM Software Group | Lotus Software

    Lotus Domino Administrator

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    Menus

    Graphics

    Tabs:People & Groups

    Files

    Server

    Messaging

    Replication

    Configuration

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    Administration Process

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    Automation of routine administrative tasks to manage:

    Names

    Mail filesServer documents

    Components:

    Administration Process task (Adminp)

    Administration server

    Administration Requests database (Admin4.nsf)

    Certification Log (Certlog.nsf)

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    Lesson 4 Objectives

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    Administering Users

    After completing this lesson, you should be able to:

    Create groups.

    Create an organizational policy.

    Create and assign an explicit policy.

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    Implementation Checklist

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    Task Procedure 1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Groups

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    Collections of users or servers, or both, that have something incommon

    Facilitate management by enabling administrators to affect

    multiple users or servers simultaneously

    Nesting groups

    Deny List Only

    Access issues for members of multiple groups

    Auto-populated groups

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    Auto-populated Groups

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    Option for updating auto-populatedgroup membership once the home

    mail server is specified

    Option for updating auto-populatedgroup membership once the home

    mail server is specified

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    Policies

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    A Policy document and associated Policy Settings documents

    Can apply to all users, an OU, a group, or a single user

    Multiple policies can apply to a user; policy precedence rulesdetermine the effective policy setting

    Can be organizational or explicit

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    Types of Policy Settings Documents

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    Activities

    Archiving

    Desktop Mail

    Registration

    Security

    Setup

    Lotus Traveler

    Roaming

    Symphony

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    Policy Precedence Rules

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    Specific overrides general:

    Explicit overrides organizational

    Change precedence in the Policy Settings document

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    Static and Dynamic Policy Settings

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    Static:

    Set during user registration

    Set during workstation setup Dynamic:

    Set when a user logs into the server

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    Policy Management Tools

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    Policy Viewer:

    Settings for each policy

    Settings by functional areaSettings assigned to a specific user

    Effective policies on different levels in the policy hierarchy

    Policy Synopsis tool:Determines the effective policy governing a user

    Reports are stored in the Policy Synopsis Results database

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    IBM Software Group | Lotus Software

    Lesson 5 ObjectivesSetting Up Server Administration

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    Setting Up Server Administration

    After completing this lesson, you should be able to:

    Customize the Lotus Domino Administrator work environment.

    Set access to create databases on the server.

    Set administration levels.

    Set logging levels.

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    Implementation Checklist

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    Task Procedure 1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Administration Preferences

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    Domains to administer

    Type and order of the file information displayed

    How Lotus Domino collects and displays server monitoring data Defaults to use when registering users, servers, and certifiers

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    Server Console Administration Tasks

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    Start or stop server tasks

    Instruct a server task to perform a function

    Change server configuration variables

    Restart the server

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    Server Access Control Mechanisms

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    Lotus Domino authentication

    Lotus Domino authorization

    Server document

    Security tab

    To allow/restrict Set this field

    To limit access to onlythose users listed in theDomino Directory

    Access server: Clear the users listed in all directories check box

    To explicitly allow people,servers, or groups accessto this server and denyall others

    Access server: Enter or select names under the word and

    To explicitly deny people,servers, or groups accessto this server

    Not access server

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    User Access to the Server

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    To allow users or a group this type of access Edit this server access field

    Create replica databases on this server Create new replicas

    Create databases on this server Create new databases & templates

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    Administration Levels

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    Administration Level Details

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    Full Access administrators

    Administrators

    Database Administrators

    Full Remote Console Administrators

    View-Only Administrators

    System Administrators

    Restricted System Administrators

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    Full Access Administrator Best Practices

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    Leave the field blank.

    Create a special Full Access administrator ID file.

    Disable Full Access administrators in the Notes.ini file.

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    Administration Levels and Domino Web Administrator

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    Web-based administration tool (Webadmin.nsf).

    HTTP server task synchronizes names in Web Serverdocuments Full Access administrators and administrators

    fields with the ACL for Webadmin.nsf, so to add access to WebAdministrator, modify these fields.

    Names that are not already on the ACL list are added with

    Manager access and all roles. If the HTTP server detects a name that is already in the ACL, it

    does not update the access rights.

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    Domino Server Log

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    Mail routing events

    Replication events

    Server phone calls

    Security events

    Newsgroup events

    Miscellaneous events

    Database usage

    User activity (if configured)

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    The Notes.ini File

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    One for server, another for client

    To edit:

    Edit the file directly, but this can cause unexpected results.

    Use the Set Configuration server command.

    Use a Configuration Settings document (server notes.ini only).

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    Logging Levels

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    LOG_MAILROUTING

    LOG_REPLICATION

    LOG_SESSIONS

    LOG_TASKS

    LOG_VIEW_EVENTS

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    Lesson 6 ObjectivesSynchronizing IBM Lotus Domino System Databases

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    After completing this lesson, you should be able to:

    Create server groups for replication.

    Create a Connection document.

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    Implementation Checklist

    Task Procedure

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    1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Server Groups and Replication

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    Three Connection documents:

    1.Destination Server: East012.Destination Server: East023.Destination Server: East03

    East03East03

    East02East02

    East01East01

    HubHub

    West03West03

    West02West02

    West01West01

    One Connection document

    Destination server: East Mail Servers,where East Mail Servers is a groupconsisting of the following members:

    East01

    East02 East03

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    Replication Controls

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    Replication type

    Database priority

    Connection documents Selective replication

    Server access

    Access Control List

    Element access

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    Replication Types

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    Pull Pull

    Pull Push

    Pull only Push only

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    Methods for Forcing Replication

    C l d

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    Console commands

    Console commands and a text file listing servers and databasesto replicate

    Domino Administrator:

    On the Server tabTools pane, click ServerReplicate Lotus Notes or Domino Administrator:

    Select the database and click FileReplicationReplicate

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    Multiple Hub Configuration

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    HubHub

    EastEast

    HubHub

    MailMail

    CorporateHub

    CorporateHub

    ApplicationApplicationApplicationApplication

    MailMail

    ApplicationApplication

    WestWest

    HeadquartersHeadquarters

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    Replication Schedules for Critical Applications

    Domino Director (Names nsf) se eral times thro gho t the da

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    Domino Directory (Names.nsf): several times throughout the day

    Critical applications:

    Specify high replication priority, and create a Connectiondocument specifying high priority databases with a shortinterval

    Or, place critical applications in a subdirectory of the

    Domino\data directory, and create a Connection documentspecifying the subdirectory to replicate at a short interval

    Or, click FileReplicationOptions for thisApplicationOther and set Set scheduled replicationpriority for this replica to High.

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    Completed Connection Document

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    Lesson 7 ObjectivesConfiguring Basic Intranet Mail Routing

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    After completing this lesson, you should be able to:

    Configure Notes Named Networks.

    Implement a hub-and-spoke mail routing topology.

    Select a mail storage format for incoming mail.

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    Implementation Checklist

    Task Procedure

    1 Set up the first server

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    1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Intranet Mail Routing Checklist

    Task Procedure

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    Task Procedure

    1. Set up Notes Named Networks for mail routing.

    2. Create mail routing topologies and schedule mail routing

    between NNNs.

    3. Select a mail storage format.

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    Classroom Intranet Implementation

    NRPC Mail

    NRPC Mail

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    f0851097-1.png

    Hub/SVR/WWCorpHub/SVR/WWCorpNNN: WWCorpHQNNN: WWCorpHQ

    East01East02

    East01East02

    East03East04

    East03East04

    East05East06East05East06

    West01West02

    West01West02

    West03West04

    West03West04

    West05West06West05West06

    NRPC MailRouting Within

    NNNs

    NRPC Mail

    Routing WithinNNNs

    NRPC MailRouting Between

    NNNs

    NRPC MailRouting Between

    NNNs

    NNN: WWCorpEastNNN: WWCorpEast NNN: WWCorpWestNNN: WWCorpWest

    IBM Software Group | Lotus Software

    Mail Routing Components

    Mail file

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    Mail file

    Mail server

    Mailer

    Domino Directory

    Mail.box

    Router

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    Sample Intranet Mail Routing Scenario

    3

    3

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    f0851097-2.png

    66

    11

    Automaticmail routing

    within the NNN

    Automaticmail routing

    within the NNN

    Connectiondocument formail routing

    Connectiondocument formail routing

    22 44

    55

    NNN: WWCorpHQNNN: WWCorpHQ

    East01East01

    Juans mail serverEast04

    Juans mail serverEast04

    NNN: WWCorpEastNNN: WWCorpEast NNN: WWCorpWestNNN: WWCorpWest

    West01West01

    Marys mail serverWest06

    Marys mail serverWest06

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    Opportunistic Routing

    Routing mail when servers connect to replicate based on

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    out g a e se e s co ect to ep cate based oestablished replication schedule

    Might not be often enough to transfer mail between NNNs

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    Connection Document Mail Routing Options

    Routing task

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    g

    Route at once if X messages pending

    Router type

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    Router Types and Connection Documents

    Two Connection documents required

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    q

    Can use Pull Push for one server and Push Wait for the other

    Pull Push and Pull Only settings

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    Mail Storage Formats

    MIME:

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    Messages sent over SMTP are always sent in MIME format

    Notes Rich Text

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    Lesson 8 ObjectivesConfiguring Mail Routing to the Internet

    After completing this lesson, you should be able to:

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    te co p et g t s esso , you s ou d be ab e to

    Enable the SMTP listener task.

    Configure Basic SMTP settings.

    Restrict Internet mail delivery.

    Enable whitelist and blacklist filters.

    Configure extended SMTP (E/SMTP) options.

    Configure Internet addressing. Test SMTP.

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    Implementation Checklist

    Task Procedure

    1 Set up the first server.

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    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Internet Mail Routing Checklist

    Task Procedure

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    1. Enable the SMTP listener task on appropriate servers.

    2. Configure basic SMTP options.

    3. Restrict mail flow to and from the Internet.

    4. Set advanced SMTP options.

    5. Configure Internet mail addressing.

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    Classroom Internet Implementation

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    f0851098-1.png

    Hub/SVR/WWCorpHub/SVR/WWCorpRelays, SMTP

    Controls

    Relays, SMTPControls

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    SMTP Implementation Scenarios

    All servers

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    Selected servers

    Combined

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    Best Practice Implementation

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    f0851098-2.png

    Relays, SMTPControls

    Relays, SMTPControls

    HubHub HubHub

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    Sample Internet Mail Routing Scenario

    3

    3

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    Hub/SVR/WWCorpHub/SVR/WWCorp

    11

    RelayRelay

    Mary CostelloWest03/SVR/WWCorp

    Mary CostelloWest03/SVR/WWCorp

    22

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    SMTP Listener and Router Tasks

    SMTP listener task:

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    Handles incoming SMTP connections.

    Delivers messages received over those connections to

    Mail.box.

    Router task for SMTP:

    Same Router task that handles Lotus Notes routing (NRPC).

    When a message in Mail.box requires transfer to anotherserver, the Router determines where to send it and whether tosend it over NRPC or SMTP.

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    SMTP Inbound and Outbound Controls

    Inbound controls enable you to allow or deny:

    R i i f ifi l I d i

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    Receiving messages from specific external Internet domains.

    Receiving unsolicited commercial messages in general or from sources

    listed in one or more DNS Blacklists (DNSBLs).

    Receiving messages directed to specific Lotus Notes addresses.

    Relaying of messages from specific external Internet hosts to external

    Internet domains.

    Outbound controls enable you to allow or deny:

    Sending messages to specific Internet addresses to be sent out to the

    Internet.Sending messages from specific Lotus Notes addresses to the Internet.

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    DNS Whitelist Filters

    Used in conjunction with anti-spam features

    Validate that the mail received by your inbound SMTP server is

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    legitimate mail

    Query process:

    DNS query tries to locate the IP address of the connectingserver in the whitelist database as specified on theConfiguration Settings document.

    IP addresses found in the database are considered to belegitimate senders of e-mail and will be added to the whitelisthost lists.

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    Enabling DNS Whitelist Filters

    Silently skip blacklist filters (Default)

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    Log only

    Log and tag message

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    DNS Whitelist Filter Statistics

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    DNS Blacklist Filters

    Similar in operation to whitelist filters

    Q

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    Query process:

    When blacklist filters are enabled, the Lotus Domino server

    sends a query to the specified sites to check the blacklist.

    If a host is blacklisted, the Lotus Domino server will act inwhatever way is specified in the Configuration Settings

    document.

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    Actions for Hosts Found in DNS Blacklist Database

    Log only (default)

    L d t

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    Log and tag message

    Log and reject message

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    Private Whitelist Filters

    Exceptions to blacklist filters

    Provide more granular administrative control

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    Provide more granular administrative control

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    Private Blacklist Filters

    Exceptions to whitelist filters

    Provide more granular administrative control

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    Provide more granular administrative control

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    Order of Whitelist and Blacklist Precedence

    1. Private whitelists

    2 Private blacklists

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    2. Private blacklists

    3. DNS whitelists

    4. DNS blacklists

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    E/SMTP Settings Uses

    To reduce connection charges:

    Set the extended Turn (ETRN) extension to enable the calling

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    Set the extended Turn (ETRN) extension to enable the callingserver (such as an ISP server) to request the called server to

    push mail to the ISP server. To restrict messages of a specific size from being delivered:

    Enable the Size extension field.

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    Configuring Internet Addresses

    When to configure:

    During user registration

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    During user registration

    Or, any time after a user is registered

    Lookup options:

    Full SMTP address only

    Local part of the SMTP address

    Full SMTP address, then if no matches are found, the local partSMTP address

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    Lesson 9 ObjectivesEstablishing Mail Controls

    After completing this lesson, you should be able to:

    Configure router restrictions.

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    g

    Implement message disclaimers.

    Implement mail delivery controls.

    Implement mail transfer controls.

    Configure multiple server mailboxes.

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    Implementation Checklist

    Task Procedure

    1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory

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    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

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    Mail Restrictions and Controls

    To control this type of mail flow Use this field

    Allow only the specified domains tosend mail to this domain

    Allow mail only from domains

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    send mail to this domainy

    Restrict specific domains fromsending mail to this domain

    Deny mail from domains

    Restrict only specific organizationhierarchy to send mail to this domain

    Allow mail only from the following organizations andorganizational units

    Deny messages larger than a specificsize

    Maximum message size

    To route larger messages as lowpriority, therefore, defer transferring

    until a different time of day

    Send all messages as low priority if message size isbetween

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    Message Disclaimers

    Notices added to outgoing SMTP e-mail messages to protect anorganization's legal interests

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    Can be enabled or disabled from the Lotus Notes client, the

    Domino server, or both Multiple disclaimers can be used

    Implementation:

    Enable message disclaimers at the server level

    Create Mail Policy Settings documents that contain theappropriate disclaimer text for the organization

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    Attaching and Enabling Message Disclaimers

    Attachment options:

    At the server, disclaimer text that is specified in the Policy

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    Settings document is attached by the server

    At the Lotus Notes client, disclaimer text is attached by theLotus Notes client prior to depositing the mail message onthe server

    Enabling message disclaimers

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    Message Disclaimer Policy Settings

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    Mail Delivery Controls

    To control this type of mail delivery Use this field

    Maximum number of server threads Domino can create to delivermail from Mail.box to local mail files

    Maximum delivery threads

    Encryption Encrypt all delivered mail

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    Encryption Encrypt all delivered mail

    Whether or not the server permits the use of pre-delivery agents Pre-delivery agents

    Maximum time (in seconds) that a pre-delivery agent, such as amail filter, can run before the Router interrupts it

    Pre-delivery agent timeout

    Whether the Router supports the rule action to send copies ofselected messages automatically to other recipients

    User rules mail forwarding

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    Mail Transfer Controls

    To manage this type of mail Set this field

    When low priority mail should be transferred Low priority mail routing time range

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    p y p y g g

    How often the Router should retry transferring mail Initial transfer retry interval

    How often expired messages should be purged from the server'sMail.box

    Expired message purge interval

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    Using Multiple Server Mailboxes

    Reduces contention

    Increases reliability

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    Increases delivery speed

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    Lesson 10 ObjectivesImplementing Mail Rules and Storage limits

    After completing this lesson, you should be able to:

    Create and activate a server mail rule.

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    Enable mail journaling.

    Implement blacklist tag and whitelist tag mail rule configurations.

    Establish mail quotas.

    Control inbox size with Inbox Maintenance.

    Archive mail.

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    Implementation Checklist

    Task Procedure

    1 Set up the first server.

    2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

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    4 Add Lotus Domino servers.

    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Mail Rules

    Define actions to be taken on certain messages

    Use to:

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    Reject messages.

    Redirect messages with attachments to a quarantine database.

    Copy messages to another database.

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    How Mail Rules Work

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    Mail Rule Processing

    When the Domino server starts

    When Mail.box receives any new message

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    When a new rule is added

    When Mail.box receives any encrypted message

    When a rule prevents a message from reaching its destination

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    Mail Rule Actions

    Journal a message

    Move a message to a database for storage or quarantine

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    Refuse to accept or deliver a message

    Change the routing state of a message

    Administrator review of messages redirected toquarantine database

    Stop processing of subsequent mail rules

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    Mail Journaling

    Captures copies of messages sent through the system

    Works in conjunction with mail rules

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    Does not disrupt the normal routing process

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    How Mail Journaling Works

    Messages are examined as the pass through Mail.box

    Journal flag is placed on the message before transferring it to thenext server

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    next server

    Selected messages are encrypted and saved to a Lotus DominoMail Journaling database (Mailjrn.nsf)

    Message is delivered from the destination server after removing

    the journal flag

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    Tag Mail Rule Conditions

    Enables administrators and users to do more with the messagesthat get tagged by private whitelists, private blacklists, DNSwhitelists, and DNS blacklists.

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    For server mail rules, the administrator can move taggedmessages to a particular database for analysis, or they can placethe messages on hold.

    For user mail rules, the user can move tagged messages to a

    certain folder, delete them, or send copies to the administrator.

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    Tags, Field Names, and Values

    Tag Field name and value

    Private Whitelist $DNSWLSite:

    DNS Whitelist$DNSWLSite:

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    DNS Whitelistfound>

    Private Blacklist $DNSBLSite:

    DNS Blacklist $DNSBLSite:

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    Tagged Messages and Fields Examples

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    Creating Mail Rules with Tags

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    Mail Quotas

    Size limits that are set on users mail files

    Two types:

    Absolute

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    Absolute

    Warning threshold

    Associated with a particular mail file database, not with a user ID

    Implementation options:

    During registration

    Per database

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    Enabling Inbox Maintenance in Mail Policy Settings

    Inbox Maintenance enabled in the Policy Settings Document

    Inbox Maintenance enabled in the Policy Settings Document

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    Configuring Inbox Maintenance in the Server Document

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    Inbox Maintenance configurationin the Server document

    Inbox Maintenance configurationin the Server document

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    Archiving

    Automation of copying outdated mail to an archive database ordeleting the mail, and cleaning up the mail file

    Archiving policies:

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    Easy to manage and allow for standardizationProvide more control over mail environment

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    Archive Policy Documents

    Policy document

    Archive Policy Settings document:

    Whether to allow archiving

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    Whether to allow archiving

    Whether or not to allow Lotus Notes users to set their ownprivate archiving criteria where archiving occurs

    Archive location

    Archive log information

    Archive Criteria Settings document:

    Establishes the criteria for document selection and mail

    file cleanup

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    Lesson 11 ObjectivesMonitoring Mail

    After completing this lesson, you should be able to:

    Verify routing and check mail delivery.

    Enable mail statistics.

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    Enable message tracking.

    Configure Message Recall.

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    Implementation Checklist

    Task Procedure

    1 Set up the first server.2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

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    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

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    Misdelivered Mail

    Dead mailMail that is not delivered to the recipient and cannot be

    returned to the sender for non-delivery.

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    Undelivered mail:Mail that is not delivered because either the Router on the

    server is not running or the recipient's mail server is down

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    Mail Statistics

    Provide additional information on:Mail flow

    Current mail configuration

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    Use the Server Monitor to enable and monitor statistics

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    Message Tracking

    Tracking information stored in MTstore.nsf Message tracking can:

    Track messages across Lotus Domino domains.

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    Be used by administrators and users from a Lotus Notes clientor Web browser.

    Provide reports of where a particular mail message was sent.

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    Recalling a Message

    1. Open or select the message in your Sent mail folder.2. Click Recall Message.

    3. If the message was sent to more than one recipient, select the

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    recipients from which to recall the message.4. (Optional) To recall the message even if a recipient has already

    opened it, select Recall the message even if it has beenread.

    5. (Optional) To suppress recall status reports, clear Send me arecall status report for each recipient.

    6. Click OK twice.

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    Lesson 12 ObjectivesResolving Common Mail Routing Problems

    After completing this lesson, you should be able to: Send a mail trace.

    Restart the Router.

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    Force mail routing. Resolve undelivered and dead mail.

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    Implementation Checklist

    Task Procedure

    1 Set up the first server.2 Add an administrators workstation.

    3 Set up access to the Lotus Domino Directory.

    4 Add Lotus Domino servers.

    5 Add organizational units.

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    5 Add organizational units.

    6 Register administrators.

    7 Add Lotus Notes clients.

    8 Create user groups.

    9 Create organizational policy.

    10 Register users.

    11 Set administration preferences.

    12 Set up access to servers.

    13 Set up server logging.

    14 Synchronize Lotus Domino system databases throughout the domain.

    15 Route mail internally.

    16 Route mail to the Internet.

    17 Set mail controls.

    18 Test mail routing and delivery.

    IBM Software Group | Lotus Software

    Mail Troubleshooting Checklist

    Task Procedure

    1 The network connections are set up properly.2 The servers and Router are up and running.

    3 The DNNs are set up properly.

    4 The appropriate Connection documents exist and contain the following: the server

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    name is correct, the schedule is enabled, the Router type is correct.5 The connection requirements for sending mail, such as calling times or message

    thresholds, have been met.

    6 Replication between servers is successful, ensuring Connection documentinformation is up-to-date on all relevant servers.

    7 Router restrictions do not prohibit message delivery.

    8 SMTP settings are correct.

    9 Inbound and outbound controls are properly set.

    10 Quotas are not exceeded.

    11 Mail rules do not prohibit message delivery.

    12 The mail address is correct.

    13 The person information is correct.

    IBM Software Group | Lotus Software

    Common Causes of Mail Routing Problems

    Mail server down Router not running

    Mail routing connection issues

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    Troubleshooting Stages

    Servers Routers

    Network and server connections

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    Document settings

    Message settings

    Person settings (Person document or Location document)

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    The Delivery Failure Process

    3. Delivery Failure Reportplaced in servers mailbox

    3. Delivery Failure Reportplaced in servers mailbox

    1. Destinationserver down

    1. Destinationserver down

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    2. Senders mail fileunavailable

    2. Senders mail fileunavailable

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