Lotus Notes/Domino Training Manuel

Prabirw@yahoo.com

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 INDEX
Server

> Configuration of Domino Server

> Advance Configuration
> Domino Directory
> Documents in the Domino Directory
> What is ACL (Access Level)
> Name Scheme
> Hierarchical Name Scheme
> Flat Name Schema
> Certifier ID's
> Certifier IDs and Certificates: Setting up a secure system
> Organization certifier ID
> Organizational unit certifier IDs
> Network protocols compatible with Domino
> Topology
> Hub-and-spoke
> Peer-to-peer
> Other topology strategies
> Mail Routing
> Planning a mail routing topology
> Internal mail
> External mail
> Mail Routing using NNN (Notes Named Network)
> Replication
> Replicas and replication
> How server-to-server replication works
> Planning scheduled replication between servers
> Connection Document
> Troubleshooting Tools
> Domino Server Tasks
> Domino Server Commands

Client

> What is Lotus Notes

> What is New in Release 5
> Configuration if Lotus Notes Client
> Welcome Page
> Bookmark bar
> User's Mail Box
> Opening your mail
> Calander & Todo
> Address book
> Advanced Switcher

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Configuration of the Domino Server

Once the server installation is over the you need to configure the Domino server

First time when you click on the Lotus Domino Server

It will open the Notes Client for the configuration of the server

If you are configuration of the First Domino Server click on the first radio button or if
you are configure additional domino server then click on the second radio button.

Click on > to move to the next level of configuration

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If you want a Quick & Easy Configuration pls. Select the first radio button or select
the second where you can do an Advanced Configuration

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Advance Configuration

During the Advance Configuration there are some Standard Services that are
installed Domino needs this services to start it self

They are
1. Administration Process
2. Indexer
3. Replication
4. Agent Manager
5. Mail Router

Then other are Addational Services like

1. Calendar Connector
2. Schedule Manager
3. Event Manager
4. Statistics

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Web Browser

This will enable the us to view the database & mail file on the browser

Internet Mail Packages

IMAP POP3 SMTP

This is user if you are using the 3party-software client for send & receive mail on the
Domino Server

Internet Directory Services

LDAP

If you have any Mail Domain other than Domino & also you want to the use their
address book for your user then you can user this services the you have LDAP

News Readers

NNTP

This feature enables your Domino Server to send and receive messages form
InternetNewgroup and to accessible by Internet New Readers

Enterprise Connection Services

DESC

This feature enables your Domino Server to access data that is not contained in a
notes database, it can access datanm form a RDBMS database

Domino off Line Services

DOLS

This will allow to access the notes databases on the off line mode

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The fourth step

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The Domino Directory
The Domino Directory, which previous releases referred to as the Public Address
Book or Name and Address Book, is a database that Domino automatically creates on
every server. The Domino Directory serves two purposes. It is directory of
information about users, servers, groups, and other objects that you might include in
the directory yourself -- for example, printers. It is also a tool that administrators
use to manage the Domino system. For example, administrators create documents in
the Domino Directory to connect servers for replication or mail routing, to register
users and servers, to schedule server tasks, and so on.
Typically, a Domino Directory is associated with a Notes domain. When you register
users and servers in the domain, you create Person documents and Server
documents in the Domino Directory. These documents contain detailed information
about each user and server.
When you set up the first server in a Notes domain, Domino automatically creates
the Domino Directory database and gives it the file name NAMES.NSF. When you add
a new server to the domain, Domino automatically creates a replica of the Domino
Directory on the new server.

Documents in the Domino Directory

The Domino Directory contains documents that control directory services, manage
server tasks, and define server-to-server communication. Domino automatically
creates some documents when you perform certain administrative tasks. For
example, Domino creates a new Person document when you register a user. You
manually create other documents as you need them. For example, you create a
Connection document to define how two servers route mail or replicate. You can use
tabs in the Domino Administrator to access these documents, or you can access
them by opening the Domino Directory database.

Document Description
Certificate Describes a certifier ID, including public key information

Configuration Settings Configures mail, LDAP, and the NOTES.INI file

Connection Provides server and domain information for connecting servers for mail
routing, replication, and news feeds

Domain Defines a domain used in mail routing: Foreign, Non-adjacent, Adjacent,

Foreign X.400, Foreign SMTP, Foreign cc:Mail, Global

External Domain Network Contains names and addresses of servers in a secondary domain; allows
Information Notes clients to connect to servers in the secondary domain

Group Defines a list of users and servers for use in mail addressing, ACLs, and
server access lists

Holiday Defines Holiday documents that users can download to their calendars

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Location Contains communication and other location-specific settings for use from a
client; useful for administrators who also use the Domino Directory as their
Personal Address Book

Mail-In Database Defines the location and properties of a database that can receive mail

Person Describes a user (Notes or non-Notes) in the directory

Program Schedules Domino server tasks and other programs to run

Resource Defines a resource that Notes clients can reserve by using the calendar and
scheduling feature

Server Specifies server configuration settings, including server name, cluster name,
security method, port, server tasks, Internet protocol, MTA, transaction
logging, and so on

User Setup Profile Defines a standard set of configuration options for Notes clients including
connections, server accounts, replicas, bookmarks, and so on

What is ACL (Access Level)

Access levels assigned to users in a database ACL control which tasks users can
perform in the database. Access level privileges enhance or restrict the access level
assigned each name in the ACL. For each user, group, or server listed in the ACL,
you select the basic access level and user type, and then further refine the access
level by selecting a series of access privileges. If the application designer creates a
role for the application, then assign the role in the database ACL for the appropriate
person, group, or server.
Access levels assigned to servers in a database ACL control what information within a
database the server can replicate.
To access a database on a particular server, a Notes user must have both the
appropriate level of access to the database, as well as the appropriate access in the
Server Access section of the Server document. However for Internet users, Domino
ignores the Server Access section of the Server document in the Domino Directory.
Instead, Domino looks at the settings used to control HTTP server access on the Web
tab in the Server document of the Domino Directory. To find this Web tab, click Ports
- Internet ports - Web in the Server document.
This table shows the user access levels, listed from highest to lowest.

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Access Allows users to Assign to
level
Manager Modify the database ACL Two people who are
responsible for the
Encrypt the database
database. Then if one
Modify replication settings person is absent, the other
can manage the database.
Delete the database
Perform all tasks allowed by lower
access levels
Designer Modify all database design elements A database designer and/or
the person responsible for
Create a full text search index
future design updates.
Perform all tasks allowed by lower
access levels
Editor Create documents Any user allowed to create
and edit documents in a
Edit all documents, including those
database.
created by others
Read all documents unless there is
a Readers field in the form (you
can't edit a document if you can't
read it)
Author Create documents* Users who need to
contribute documents to a
Edit the documents where there is
database.
an Authors field in the document
and the user is specified in the
Authors field.
Read all documents unless there is
a Readers field in the form.
Reader Read documents** Users who only need to
read documents in a
database but not create or
edit documents.
Depositor Create documents Users who only need to
contribute documents but
who do not need to read or
edit their own or other
users' documents. For
example, use Depositor
access for a ballot box
application.
No Access None, with the exception of options Terminated users, users
to "Read public documents" and who do not need access to
"Write public documents." the database, or users who
have access on a special
basis.

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* Author access, by default, does not include the access level option Create
documents. When you assign Author access to a user or server, you must also
specify the Create documents access level privilege.
** Reader access lets you read all documents unless there is a Readers field in the
form. Then you can read a document only if your name is listed in the Readers field
on the form.

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Name Scheme
Hierarchical Name Scheme

Hierarchical names provide unique identifiers to servers and users across your
organization. The design of the naming scheme is closely tied to the way Domino
implements security. When you register new servers and users, the hierarchical
names drive their certification, or their level of access to the system.
Before creating the hierarchical name scheme, you should first understand the
components of the names. After creating the name scheme, you create certifier IDs
to implement the naming structure and ensure a secure system.
Hierarchical name components
Server, organization, organizational unit, and user names can consist of uppercase
and lowercase alpha characters (A - Z), numbers (0 - 9), and the ampersand (&),
dash (-), dot (.), space ( ) , and underscore (_).
Hierarchical names use the following components:
Component Description Characters allowed
Common name Server or user name. Use full 80 maximum
(CN) first and last name for user
names -- for example, Julia
Herlihy.
The common name is
required.
Organizational Department or location name 32 per organizational unit
unit name (OU) -- for example, East/Acme.
Domino allows for a
maximum of four
organizational units in a
hierarchical name.
The organizational unit name
is optional.
Organization Company, institutional, or 3 to 62
name (O) school name -- for example,
Note You can have 2
Acme.
characters if the name
The organization name is includes a Country name
required. component.
Country (C) Abbreviation for the country 0 or 2
-- for example, US.
The country is optional.

An example of a hierarchical name that uses all the components is as follows:

Julia Herlihy/Sales/East/Acme/US

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Typically, names are entered and displayed in their abbreviated format (see above)
and stored internally in canonical format, which is a format that contains the name
and its associated components:
CN=Julia Herlihy/OU=Sales/OU=East/O=Acme/C=US.
Before you assign servers or users hierarchical names, you need to plan the
organization's naming scheme.
Plan the organization's naming scheme
To implement hierarchical names, you should create a diagram of your company's
organization. Use this diagram to help you plan a meaningful naming scheme. A
hierarchical name scheme can use a tree structure that reflects the actual structure
of your company. At the top of the tree is the organization name. Below the
organization name are organizational units, which you create to suit the structure of
the company; you can organize the structure geographically, departmentally, or
both.
The Acme company created this diagram for their servers and users:

Looking at Acme's diagram, you can see where they located their servers and users
in the tree. Acme decided to split the company geographically at the first level and
create organizational unit certifier IDs for East and West. At the next level down,
Acme made its division according to department.
Your entire organization is part of one Notes domain. In some cases, you may want
to split the organization into two or more domains. For example, if your company is
large, you may want to distribute the responsibility for system security to several
administrators among multiple domains. However, working with multiple domains
requires additional administrative work and requires you to set up a system for
managing them.
Create certifier IDs
To place servers and users correctly within the hierarchical structure, you create
certifier IDs for each node on the naming tree. The certifier IDs "stamp" server and
user IDs with a certificate of where they belong in the organization. Servers and
users who belong to the same naming tree can communicate with each other;
servers and users who belong to different naming trees need a cross-certificate to
communicate with each other.
There are two types of certifier IDs: organization and organizational unit. The
organization certifier ID appears at the top of your tree and is usually the name of
the company -- for example, Acme. The organizational unit certifier IDs are at all the
branches of the tree and are usually geographical or departmental names -- for
example, East/Acme or Sales/East/Acme.

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To implement their naming structure, the Acme company created a certifier ID for

each node on their organizational diagram:

To register each server and user, Acme's administrator uses one of these certifier
IDs, depending on where that server or user belongs in the organization. For
example, to register Phyllis Spera, who works in the marketing department located
on the east coast, the administrator uses the Sales/East/Acme certifier ID. Phyllis
Spera's full hierarchical name then becomes Phyllis Spera/Sales/East/Acme.
Similarly, the administrator certifies the organization's HR-E server, which is located
on the east coast division of Acme, with the East/Acme certifier ID. This server's full
hierarchical name then becomes HR-E/East/Acme.

Flat Names Schema

Flat names are available for compatibility with earlier releases. Continuing to use flat
names prevents you from using many of the new features in Release 5, including the
Administration Process which simplifies many administrative tasks.
Using flat names makes it difficult to exchange information securely with users and
servers in a different organization. With flat names, each user or server in one
organization must be individually certified by the certifier ID in the other
organization. Organizations that use flat names often use several certifier IDs and
each user ID and server ID can include a separate certificate generated by each flat
certifier ID.
When you create a flat certifier ID, Domino creates a Certifier document describing it
in the Server - Certificates view of the Domino Directory on the registration server.

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You must have access to the registration server and have at least Author access to
the Domino Directory to create a certifier ID.

Certifier IDs
Create certifier IDs based on your hierarchical naming scheme. Depending on your
organization's needs, you can create two types of IDs: organization and
organizational unit. You use the IDs to register new users and servers in the
organization and to enforce security in your system.
If you want to add alternate names to a certifier ID, you complete this task through
recertifying the ID.
Certifier IDs and Certificates: Setting up a secure system
Certifier IDs and certificates form the basis of Domino security. Using the certifier ID
you issue certificates, based on the organization's naming tree, to servers and users
when you register them. Each certificate is stored in the server or user ID and is
valid for as long as you define during registration. When servers and users share a
certificate, they trust each other and can communicate, or authenticate as it is called
in Domino. Authentication is a process that ensures server or user IDs are members
of the same naming tree. For servers and users in different naming trees, create
cross-certificates to enable communication.
Each time you create a certifier ID, Domino creates a certifier ID file and a Certifier
document. The ID file contains the ID that you use to register servers and users. The
Certifier document serves as a record of the certifier ID and stores, among other
things, its hierarchical name, the name of the certifier ID that issued it, and the
names of certificates associated with it. The Domino Directory stores the Certifier
document.
To keep the certifier ID file safe, you define where to store it as part of its
registration process. By default, Domino stores the ID in the Domino/Notes Data
directory, but you can store the file in any safe file directory. Another measure you
take to keep the certifier safe is to create a secure password for it. You should create
a password complex enough so that it is not vulnerable. You must keep the certifier
ID accessible when registering new servers and users.
Organization certifier ID
When you set up the first Domino server in a domain, the organization certifier ID is
automatically created. The server setup program stores this ID file in the
Domino/Notes Data directory and gives it the name CERT.ID. This organization
certifier ID automatically certifies the first Domino server ID and the administrator's
user ID. The ID appears at the top of the hierarchical name tree and is usually the
same name as your company -- for example, Acme.
You use the organization certifier ID when you create organizational unit certifier IDs
at the next level down in the hierarchical name tree. For example, suppose that your
company and organization certifier ID name is Acme. You want to create a level of
organizational unit certifier IDs that organizes the company by location. You use the
Acme certifier ID to create these additional certifiers -- for example, West/Acme and
East/Acme.
If your organization is large and decentralized, you might want to create another
organization certifier ID to allow for further name differentiation -- for example, to

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differentiate between company subsidiaries. Another reason to create an additional
organization level certifier is for added security and for easier administration.
Organizational unit certifier IDs
You can create up to four levels of organizational unit certifiers. Organizational unit
certifiers can reflect the geographical or departmental structure of a company.
To create the first level of organizational unit certifier IDs, you use the organization
certifier ID. However, to create organization unit certifier IDs at the next level down,
you use the first level organization unit certifier IDs, and so on. For example, if you
want to further differentiate the members of East/Acme by department, you use that
East/Acme certifier ID to create additional organizational unit certifier IDs named, for
example, Sales/East/Acme, Marketing/East/Acme, and Development/East/Acme. If
your name scheme does not require an additional level of organizational unit certifier
IDs, use the first level of organizational unit certifier IDs to certify users and servers.
A benefit of organizational unit certifier IDs is that you can decentralize certification
by distributing the IDs to workgroup or branch administrators. When you
decentralize, no single person must register or certify every user with a single
certifier ID. For example, the Acme company has two administrators, one who
administers servers and users in West/Acme and one who administers servers and
users in East/Acme.
Store certifier ID files in a physically secure location, and store a backup copy off-site
as insurance against fire, flood, or theft. For extra security, you can create more
than one password (one password is required as a minimum) for each certifier ID.

Network protocols compatible with Domino

A protocol is a set of rules that govern how computers share information over a
network. Some network protocols are proprietary, or developed for use and
modification by a single organization, and some are industry standards. Often, a
protocol is initially proprietary, and when a substantial number of other computer
hardware and software vendors create products that support that protocol, it
becomes a standard.
These network protocols are compatible with Domino:
• AppleTalk
• Banyan VINES
• NetBIOS over NetBEUI
• NetBIOS over TCP/IP
• NetWare NetBIOS emulation over IPX
• NetWare SPX or SPXII over IPX
• TCP/IP

Topology

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In a Domino system with more than one server, you must plan a server topology
that determines how to connect servers to replicate.
You set up topology by creating Connection documents in the Domino Directory. As
you plan the topology, you should consider both replication and mail routing
topology. Replication between servers requires one Connection document since
replication works bidirectionally. However, mail routing requires two Connection
documents since it only works in one direction. It's often more effective to set up
Connection documents for mail routing first and then add replication to the same
Connection documents.
For more information, see the chapter "Setting up Server Connections."
Replication topology normally duplicates the overall server topology of your Domino
system, and it usually varies with organization size. Most small firms use peer-to-
peer replication, which quickly disseminates changes to all servers but is inefficient
for more than a few servers. Mid-size firms may use a combination of peer-peer and
ring replication or may implement hub-and-spoke replication. Large organizations
are likely to use hub-and-spoke replication for maximum efficiency or may have ring
replication between hub servers. How you set up and schedule replication is
dependent on your server topology, and the replication strategy you choose does not
affect or restrict the functionality of replication itself. For example, Acme Corporation
uses the hub-and-spoke topology.
Hub-and-spoke
Hub-and-spoke is generally the most efficient replication topology because it
minimizes network traffic, especially in larger organizations. Hub-and-spoke
establishes one central server as the hub, which schedules and initiates all replication
with all of the other servers, or spokes. The spokes update the hub server by
replication (and mail routing), and the hub in turn updates each spoke. Hub servers
replicate with each other or with master hub servers in organizations that use more
than one hub. In short, the hub server acts as the traffic manager of the system,
overseeing system resources, ensuring that replication takes place with each spoke
in an orderly way, and guaranteeing that all changes are replicated to all spoke
servers.
To set up replication in a hub-and-spoke system, you create one Connection
document for each hub-and-spoke connection. In each Connection document, the
hub server is always the source server, and the spoke server is always the
destination server.
A hub-and-spoke topology can be especially useful at large, multiple-server sites or
in a centralized office that needs to connect via phone or leased lines to smaller,
regional offices. If you have a large site, you can use a combination of topologies --
for example, two hub-and-spoke arrangements and one peer-to-peer arrangement
between the two hub servers.

Benefits of hub-and-spoke
1. Install multiple protocols on hub servers to enable communication in a Domino
system that uses more than one protocol. This places hub servers in multiple

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 Notes named networks, another source of efficiency. Hub servers can connect
multiple Notes named networks, where a single hub server and its spoke
servers often make up one Notes named network.
2. Bridge parts of a network -- for example, a LAN and a WAN.
3. Centralize administration of the Domino Directory, standardize database ACLs,
and limit access to the hub. You can designate the hub with Manager access
and the spokes with Reader access so that you make those changes on one
replica on the hub to synchronize the spokes.
4. Designate hubs by role -- for example, replication hubs and mail hubs.
5. Place server programs such as message transfer agents on hubs to make them
easily accessible.
6. Connect remote sites with a hub server.
7. Minimize network traffic and maximize network efficiency.
8. Centralize data backup at the hub. You can backup up just databases on the
hub saving resources on your spoke servers.
9. Improve server load balancing. However, network traffic increases on the hub
LAN segment. If you have more than 25 servers per hub, establish tiers of
hubs. If a hub goes down, replication for that hub and its spokes is disabled
until the hub is repaired or replaced.
Note Do not use hub-and-spoke replication for a database that is larger than 100MB
and has replicas on only two or three servers. Replicate only that database directly
between the servers by setting up scheduled replication for that database in a

Connection document.
Example of hub-and-spoke replication topology:
In this example, the Acme Corporation has one hub server, Hub-E/East/Acme, and
three spoke servers. The spoke servers -- HR-E/East/Acme, HR-S/South/Acme, and
HR-W/West/Acme -- contain an Employee Benefits application. Employees on the
East coast access the application on HR-E/East/Acme; employees on the West coast
access a replica of the application on HR-W/West/Acme; and employees in the South
access a replica of the application on HR-S/South/Acme. Any changes to the
application replicate through Hub-E/East/Acme to the HR servers. The HR servers
send changes to the hub, which then sends changes back to the HR servers. With the
three Connection documents that Acme created, the hub server performs the

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replication, reducing the load on the spokes. Making the application available to East,
West, and South users prevents them from making costly WAN connections to the
application.
Peer-to-peer
A peer-to-peer topology connects every server in your organization to every other
server. This topology is unmanageable in organizations with more than a few
servers. However, in very small organizations, this topology ensures rapid updates.
Using peer-to-peer topology, the potential for replication problems decreases
because only two servers communicate for each replication and do not require hub or
intermediary servers. However, peer-peer replication requires many Connection
documents, increases administration since you must avoid overlap in replication
schedules, and prevents you from standardizing ACL requirements.

Example of hub-and-spoke with peer-to-peer topology:

In this example, the Acme Corporation has two hub servers -- Hub-W/West/Acme
and Hub-E/East/Acme -- connected peer-to-peer. Each hub server replicates with
several spoke servers. Any changes replicate through the hubs to the spoke servers.
The spoke servers send changes to the hub, and then the hubs replicate with each
other and send changes back to the spoke servers.
Other topology strategies
Other less efficient replication topology strategies include the following:
Ring, which connects servers in a circle, is like end-to-end topology but with the
ends connected so that replication occurs in a closed loop.
End-to-end, also known as a chain topology, where two or more servers are set up
as a chain. Information travels one direction along the chain and then travels back
the other direction. End-to-end replication is less efficient than ring replication but is
useful in situations where information needs to travel in only one direction.
Binary tree, which connects servers in a pyramid fashion: the top server connects to
two servers below, each of which connects to two servers below, and so on.
Information travels down the pyramid and then back up.

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20
Mail Routing
Planning a mail routing topology

Domino presents many possibilities for configuring your mail system infrastructure,
whether you want to use Notes routing, SMTP routing, or both, for internal and
external messages. However, before you set up mail routing, there are a number of
decisions and factors to consider:

How internal mail routes?

How external mail routes?
Internal mail

For mail within your organization and local Internet domains, decide how clients will
access their mail files on Domino servers and how the servers will route mail to each
other. The Router uses both SMTP and Notes protocols to route mail and handles
both MIME and Notes format messages.
Domino can use standard Internet protocols for mail. To access mail, Domino can
use POP3, IMAP, or HTTP. To send and transfer mail, Domino can use SMTP.
Domino can use Notes protocols for mail. Notes protocols are enabled by default
when you load the Router. Domino routes both MIME messages and Notes rich text
format messages over Notes protocols. Notes clients use Notes protocols, which are
enabled by default with the Notes client, to access mail on a Domino server.
Domino can use both Internet and Notes protocols for mail. To use Notes protocols
for mail, enable:
Internet client access protocols on all mail servers. Notes client access protocols are
enabled by default.
The Router on each server
The SMTP listener task in the Server document of each server you want to receive
mail via SMTP
The option "SMTP allowed within the local Internet domain" for "MIME messages
only" in the Configuration Settings Document for each server you want to send mail
via SMTP
If your servers are in more than one Notes named network, enable "Servers within
the local Notes domain are reachable via SMTP over TCPIP" in the Configuration
document for each server you want to send and receive mail via SMTP.
Domino routes both MIME and Notes rich text format over Notes protocols and
routes MIME format over SMTP. The Notes client software that creates and deposits
messages in MAIL.BOX creates them in the format most easily read by the recipient.
For example, if the recipient uses an IMAP client, the client software creates a MIME
message for that recipient. The client software can create the message in both
formats when necessary. For example, the client software creates a Notes rich text
format message for a recipient who uses a Release 4 Notes client and creates a
MIME message for a recipient who uses a POP3 client.
If both SMTP and Notes routing are enabled, the Router chooses the optimal protocol
to use to move the message to its destination. For example, if SMTP is enabled for

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the local Internet domains, the Router uses SMTP to route the MIME copy of a
message to a POP3 recipient's server, and uses Notes protocols to route the Notes
rich text format copy of a message to a Notes recipient's server.

External mail

To route mail to external Internet domains, you must set up at least one server to
connect to the Internet and route mail over SMTP. You can choose how many servers
route mail directly to the Internet.
All mail servers route mail directly to external Internet domains
In this configuration, every mail server connects to the Internet and runs the TCP/IP
network protocol. Each server has the setting "SMTP used when sending messages
outside of the local Internet domain" enabled in its Configuration Settings Document.
When a user sends a message to a recipient in an external Internet domain, the
Router looks up the domain in the Domain Name Service (DNS) and uses SMTP to
connect to the receiving server in that domain. The Router transfers the message
and closes the connection.
Only designated mail servers route mail directly to external Internet
domains
In this configuration, a few designated mail servers connect to the Internet. Other
mail servers route messages addressed to recipients in external Internet domains to
these servers. To set this up using SMTP, configure the servers that are connected to
the Internet as relay hosts -- for example, create a DNS name, such as acme.com,
that maps to multiple MX records. Each MX record lists one of the connected servers.
Enter the DNS name in the "Relay host for messages leaving the local Internet
domain" field in the Configuration Settings document for all servers that do not
connect directly to the Internet. When the Router on those servers finds a message
addressed to a recipient in an external Internet domain, it forwards the message to
one of the servers that are listed in DNS and correspond to that name.
To set this up using Notes protocols, create Foreign SMTP Domain and SMTP
Connection documents. When the Router on a server not connected directly to the
Internet finds a message addressed to a recipient in an external Internet domain,
the Router forwards the message to the domain in the Foreign SMTP Domain
document, which is connected to one of the servers with an Internet connection by
the SMTP Connection document. When that server receives the message, its Router
connects to the external Internet domain and routes the message.
Only one server routes mail directly to external Internet domains
In this configuration, one designated mail server connects to the Internet. Other mail
servers route messages addressed to recipients in external Internet domains to this
server. To set this up using SMTP, configure the server that is connected to the
Internet as a relay host. Enter the host name in the "Relay host for messages leaving
the local Internet domain" field in the Configuration Settings document for all servers
that do not connect directly to the Internet. When the Router on those servers finds
a message addressed to a recipient in an external Internet domain, it forwards the
message to the server listed in DNS as corresponding to that name.
To set this up using Notes protocols, create a Foreign SMTP Domain document and
an SMTP Connection document. When the Router on a server not connected directly
to the Internet finds a message addressed to a recipient in an external Internet

22
domain, the Router forwards the message to the domain in the Foreign SMTP
Domain document, which is connected to the server with an Internet connection by
the SMTP Connection document. When that server receives the message, its Router
connects to the external Internet domain and routes the message.
Dial-up connection
Your organization may connect to the Internet and external Internet domains
through a dialup connection -- for example, to an Internet Service Provider (ISP). To
set up a dialup connection in your Domino mail system, create a Notes Direct Dialup
Connection document and then configure how Domino exchanges messages over
that connection.
Relay host
You may want to route all mail for recipients in external Internet domains through a
certain server or servers -- for example, though a firewall server. Set up a relay host
to which the Router forwards all mail for recipients in external Internet domains. The
relay host then connects to the recipient's domain and routes the message.

Mail Routing using NNN (Notes Named Network)

Routing mail using Notes routing

Notes routing moves mail from the sender's mail server to the recipient's mail
server. The Router for the sender's server determines the next server to move the
message to -- or in other words, the next "hop" on the path to the message's
destination. Each server calculates the next hop along the route to the destination
server. When the message reaches the destination server, the Router delivers it to
the recipient's mail file.
Determining the recipient's server
When a user sends mail to a recipient with a Notes address -- for example, Jane
Doe/Acme -- the Router looks in the Domino Directory for a Person document for
Jane Doe/Acme. The Person document contains the name of Jane Doe's mail server.
If the recipient's server is the same as the sender's server, the Router delivers the
message to the recipient's mail file. If the sender and recipient have different mail
servers, the Router checks the Domino Directory to determine whether the servers
are in the same Notes domain.
Determining the recipient's Notes domain
A Notes domain is a group of servers that share the same Domino Directory. If the
servers are in different Notes domains, the Router looks in the Domino Directory for
a Connection document that connects a server in the sender's domain to a server in
the recipient's domain. After finding the Connection document, the Router routes the
message to the server in the sender's domain that connects to a server in the
recipient's domain. When the servers connect, the message is transferred to the
other domain, where it routes to the recipient's server and mail file.
In an organization that uses multiple Notes domains, two domains may not be
connected -- that is, no server in the first domain may have a connection to a server

23
in the second domain. In this case, mail can route through another domain or
domains that bridge the two domains. For example, if Domain A and Domain B do
not have any server connections but both have connections to Domain C, mail
between Domain A and Domain B can route through Domain C. To set up this routing
path, you create Non-adjacent Domain documents that specify the target domain
and the domain through which to route mail to reach that target domain.
If the recipient is in the same domain as the sender, the Router finds the next hop
for the message and transfers the message to that server. That server in turn
determines the next hop for the message and transfers it; this next-hop calculation
continues until the message reaches its destination.
Determining the server's Notes named network
The Router determines the Notes named network for the recipient's server and the
sender's server. A Notes named network is a grouping of servers that share a LAN
protocol and are connected by a LAN or by modem connections. If the two servers
are in the same Notes named network, the Router immediately routes the message
from the MAIL.BOX file on the sender's server to the MAIL.BOX file on the recipient's
server. Then, the Router on the recipient's server delivers the message to the
recipient's mail file. Because mail routes automatically within a Notes named
network, you do not need to create any additional connections or documents.
Servers in different Notes named networks
If the two servers are in different Notes named networks, the Router on the sender's
server needs to find a connection between the two networks. Connections between
Notes named networks require a server that runs both protocols. For example, one
server might run TCP/IP and SPX and be a member of both Notes named networks.
A server in a third Notes named network might act as a bridge between the
networks. For example, a server in a NetBIOS Notes named network might also run
TCP/IP and SPX and be able to bridge the TCP/IP and SPX networks.
To determine connections between Notes named networks, the Router looks at
Connection documents, which schedule connections between Domino servers. A
Connection document specifies the sending and receiving servers, when and how to
connect, and what tasks -- such as, replication and mail routing -- to perform during
the connection. Connection documents specify connections in one direction and are
generally found in pairs. For example, one Connection document schedules a
connection from Server A to Server B, and another Connection document schedules
a connection from Server B to Server A.
After the Router finds a connection between the two Notes named networks, it
routes the mail to the next server along the connection path. If there is a server that
is a member of both Notes named networks, the Router transfers the message from
MAIL.BOX on the sender's server to MAIL.BOX on this "bridge" server. If the path
involves multiple server "hops," the Router transfers the message to MAIL.BOX on
the next server in the path. Each Router on the path transfers the message to the
MAIL.BOX on the next server in the path.
After the message reaches a server in the destination Notes named network, the
Router on that server transfers the message to the MAIL.BOX on the recipient's
server. The Router on the recipient's server delivers the message to the recipient's
mail file.

24
Replication

Replicas and replication

To make a database available to users in different locations, on different networks,

or in different time zones, you create replicas. All replicas share a replica ID which is
assigned when the database is first created. The file names of two replicas can be
different, and each replica can contain different documents or have a different
database design; however, if their replica IDs are identical, replication can occur
between them.
As users add, edit, and delete documents in different replicas of a database, the
content in the replicas is no longer identical. To ensure that the content in all replicas
remains synchronized, you use Connection documents to schedule replication
between the servers that store the replicas. Then multiple sites, teams, and users
can make changes to a database and share those changes with everyone else who
has access to that database. In addition, using replicas and scheduling replication
reduces network traffic. Users never need to connect to a single central server that
stores the only replica of a particular database; instead, they can access a replica of
that database on one or more local servers.
These distributed replicas can also be Web sites that are hosted on different Domino
servers. Then users aren't dependent on one server when they attempt to access
critical applications over the Internet. If one server is unavailable, users can access
another replica of the database on another server. You can also use replicas to help
manage ongoing Web site design. On one server, you can set up a Web staging area
where you design and test new pages. When the design changes are tested and
ready to be released, you can replicate this server with the server storing the replica
of the Web site that is available to users. By using replicas and replication this way,
you prevent Web users from seeing your "work-in-progress."
A replica of a database isn't the same as a copy of a database that you make by
choosing File - Database - Copy. Although a copy of a database may look the same
as the original database, a copy doesn't share a replica ID with the original database
and so it can't replicate with it.
For an example of setting up replicas, see the chapter "Sample Domino System
Configuration."
Deciding when to create a replica
Plan your replica strategy carefully, and create replicas on servers only when
necessary. The more replicas, the greater the demand on server and network
resources and the greater the need for additional maintenance. To prevent
unnecessary proliferation of replicas, assign Create Replica server access to only a
few administrators. Then tell users and application developers to send their requests
for new replicas to these administrators.
Create a replica of a database to:
• Improve performance of a heavily used database
• Distribute network traffic
• Keep a database that you're redesigning separate from a production version of
the database
• Keep a database available even if one server goes down

25
• Make a database available to users in remote locations
• Provide a replica containing only a subset of information that is relevant to a
particular workgroup
• Set up Domino system administration -- for example, you must create replicas of
the Domino Directory, the Administration Requests database, and other critical
system databases
• Place a replica of a master template on each server that stores a database that
inherits from the master template
• Create a backup database from which you can restore information if data
becomes corrupted; since corrupted data often replicates, use this only as a
secondary backup method.
Keep in mind that two replicas will contain slightly different content between
replications. If users need access to the most up-to-date information in a database,
you can create replicas on clustered servers and then set up replication in clusters.
In a cluster, all replicas are always identical because each change immediately
replicates to other servers in the cluster.

How server-to-server replication works

For server-to-server replication, the Replicator on one server calls another Domino
server at scheduled times. By default, the Replicator is loaded at server startup.
To schedule replication between servers, you create Connection documents that
describe when servers connect to update replicas. As users add, edit, and delete
documents in a database, the replicas contain slightly different information until the
next time the servers replicate. Because replication transfers only changes to a
database, the network traffic, server time, and connection costs are kept to a
minimum.
During scheduled replication, by default, the initiating server first pulls changes from
the destination server and then pushes changes to the destination server. As an
alternative, you can schedule replication so that the initiating server and destination
server each pull changes or so that the initiating server pulls changes only or pushes
changes only.
You can also use the server commands Pull, Push, and Replicate to initiate replication
between servers.

Replication, step-by-step

1. The Replicator remains idle until Server A initiates replication to Server B.

26
 2. As a security precaution before replication, the two servers authenticate their
identities in an exchange involving their public and private keys. First, the two
servers find a certificate in common. Next, they test each other's certificate to
ensure it is authentic.
3. The two servers compare lists of databases to identify databases with identical
replica IDs.
4. The servers check the time when each database was last modified to see if that
time is more recent than the date of the last successful replication event
recorded in the replication history. This step enables servers to determine that
a database needs to be replicated.
5. For each modified database, both servers build a list of the document, design
element, and ACL changes that occurred since the last replication with the other
server.
6. For each modified database, Server A checks the database ACL to determine
what changes Server B can make to its replica, and Server B checks the ACL to
determine what changes Server A can make to its replica.
7. The transfer of document, design, and ACL changes takes place. For
documents, the servers replicate only the fields that have changed, rather than
replicating the entire documents. For documents that were deleted, deletion
stubs remain, enabling the replicator to replicate the deletions. To save disk
space, Domino removes these deletion stubs according to the purge interval
that is set in the database replication settings.
8. One of the following occurs:
If replication completes successfully, Server A uses the time stamp from Server
B to record in the replication history the time when replication was completed.
Server B uses the time stamp from Server A to do the same.
If replication fails to complete successfully, the time stamps aren't recorded in
the replication history so that future replications use the earlier time stamp.
The replication failure is recorded in the Replication Events view of the log file.

Planning scheduled replication between servers

Because replication can involve the movement of large amounts of data, how you set
up and schedule replication has significant performance consequences. A well-
planned replication schedule, tailored to your company's infrastructure and usage
patterns, prevents uneven server workloads and excessive network congestion.
Regularly scheduled replication ensures replicas remain synchronized.
Consider the following when establishing a replication schedule:
• Replication topology
• The number of Connection documents you need
• The type of replication that's appropriate
• When replication will occur
• The databases that will replicate
• The priority of databases that will replicate

27
• A time limit for replication
• Multiple replicators

Connection Document
Server-to-server connections

To replicate databases and exchange mail, servers must connect to each other. You
can set up connections through a local area network (LAN) or use remote
connections, such as a dial-up modem or remote access service. You can also make
connections using a passthru server, which is a server that acts as an intermediary
server between a client and its destination. If you want to connect servers over the
Internet, you can do this as well.
To help establish connections, you can create Connection documents in the Domino
Directory. A Connection document establishes a connection and specifies how and
when servers connect to replicate and exchange mail.
Most Connection documents have two parts, a network part and a schedule part. The
network part defines the connection: which server to connect to and how that
connection is made. The schedule part determines when to perform activities such as
replication and routing to a particular server. Information in the network part is used
whenever connecting to a specified server, whether or not the connection is related
to any task defined in the schedule part.
The number of Connection documents that you create for a server depends on
whether the server is running the replication task and/or the mail task. When you set
up a server, the Server document, by default, enables mail routing. When you create
a Connection document, replication is enabled. Depending on how you use the server
-- that is, whether you store mail files on it and/or application databases -- you must
create a minimum of one or two Connection documents on the servers you set up for
mail or replication.
Replication between a pair of servers requires one Connection document on either of
the servers. It requires one document because replication works bidirectionally --
that is, the calling server manages the exchange of information in both directions, to
and from the answering server.
Mail routing between a pair of servers requires one Connection document on each
server because mail routing between servers works in only one direction. For
example, Server A needs a Connection document to route mail to Server B. And

28
Server B needs a Connection document to route mail to Server A.
If you want to route mail between Domino and non-Domino mail systems, you must,
among other things, create a Foreign Domain document in the Domain Directory.
Servers can also use information gathered from an External Domain Network
Information document to make a connection. As an administrator, you configure this
document to retrieve names and addresses of servers in another domain so that
users or servers do not need to create Connection documents to connect to servers
in that domain.
Before you create Connection documents, plan a server connection topology for your
system.
Different Types of Connection Type

1. Local Area Network

2. Notes Direct Dialup
3. Passthru Server
4. Network Dialup
5. X.25
6. SMTP
7. X.400
8. cc:mail
9. SNA
10. Hunt Group
11. News/NNTP
12. SameTime

In the above connection type we use on the below

1. Local Area Network
2. Notes Direct Dialup
3. Passthru Server
4. Network Dialup
5. SMTP

29
Troubleshooting tools

Domino provides several tools to help you troubleshoot problems. Most of the tools
are available through the Domino Administrator. The table below summarizes the
available tools and indicates how each is useful.

30
If you haven't solved your problem after reading through the section that applies to
the problem, you may want to search the Lotus Customer Support Web site or call
Lotus Customer support directly for help with troubleshooting your problem.
Tool
Server log file (LOG.NSF)
Domino Web server log
file (DOMLOG.NSF)
Server's MAIL.BOX
Mail trace
Mail reports
Mail tracking
Mail routing status
Mail routing topology
maps
Mail routing events view in
the log file (LOG.NSF)
Shared Mail view in the
log file (LOG.NSF)
Problems that the tool How to access the tool
resolves
All problems From the Server - Analysis
tab in the Domino
Administrator
Web server problems From the Server - Analysis
tab in the Domino
Administrator
Mail routing problems From the Messaging - Mail
tab in the Domino
Administrator
Mail routing problems From the Messaging - Mail
tab in the Domino
Administrator
Mail user activity From the Messaging - Mail
tab in the Domino
Administrator
Lost mail From the Messaging -
Tracking Center tab in the
Domino Administrator
Undelivered mail From the Messaging - Mail
tab in the Domino
Administrator
Mail routing problems From the Messaging - Mail
between servers tab in the Domino
Administrator
Undelivered mail From the Messaging - Mail
tab in the Domino
Administrator
Disk space usage From the Messaging - Mail
tab in the Domino
Administrator
31
Network trace Connection problems In User Preferences.
Choose File - Preferences -
Notes Preferences
Replication events in the Replication problems for a From the Replication tab in
log file (LOG.NSF) particular server the Domino Administrator
Replication history Replication problems with Under Database
a specific database Properties. Choose File -
Database - Properties; or
choose File - Replication -
History
Replication schedule Replication problems for a From the Replication tab in
particular server the Domino Administrator
Replication topology maps Replication problems From the Replication tab in
between servers the Domino Administrator
Statistics and events Server statistics and Configured from the
events you specifically Configuration tab of the
monitor Domino Administrator;
view statistics from the
Server- Analysis tab in the
Domino Administrator
Database analysis Database problems From the Files tab in the
Domino Administrator
Administration Requests Administration Process From the Servers -
database errors Analysis tab in the Domino
Administrator
Server commands Various From the Servers - Status
tab in the Domino
Administrator

32
Domino Server Tasks
Task Command to run task Description Default in NOTES.INI
file
Administration Process AdminP Automates a variety of ServerTasks
administrative tasks.

Agent manager AMgr Runs agents on one or ServerTasks

more databases.

Billing Billing Collects all generated ServerTasks

billing information.

Calendar Connector Calconn Processes requests for ServerTasks

free-time information
from another server.

Cataloger Catalog Updates the database ServerTasksAt1

catalog.

Chronos Chronos Updates full-text None

indexes that are marked
to be updated hourly,
daily, or weekly.

Cluster Administration Cladmin Oversees the correct None

Process operation of all
components of a cluster.

Cluster Database Cldbdir Updates the cluster ServerTasks

Directory Manager database directory and
manages databases
with cluster-specific
attributes.

Cluster Replicator Clrepl Performs database ServerTasks

replication in a cluster.

Database compactor Compact Compacts all databases None

on the server to free up
disk space.

Database fixup Fixup Locates and fixes None

corrupted databases.

Designer Design Updates all databases ServerTasksAt1

to reflect changes to
templates.

DIIOP DIIOP Allows Domino and the ServerTasks

browser client to use the
Domino Object Request
Broker (ORB) server
program.

33
Directory Cataloger Dircat Populates directory None
catalogs and keeps the
catalogs up-to-date.

Domain Indexer Domidx Creates a central, full- None

text index for all
specified databases and
file systems in a
domain. Runs only on
Domain Catalog
servers.

Event Monitor Event Monitors events on a None

server.

HTTP Server HTTP Enables a Domino None

server to act as a Web
server so browser
clients can access
databases on the
server.

IMAP Server IMAP Enables a Domino None

server to act as a
maildrop for IMAP
clients.

Indexer Updall Updates all changed ServerTasksAt2

views and/or full-text
indexes for all
databases.

ISpy RunJava ISpy Sends server and mail ServerTasks

probes and stores the
statistics.

LDAP Server LDAP Enables a Domino None

server to provide LDAP
directory services to
LDAP clients.

MTC MTC Reads log files ServerTasks

produced by the router
and writes summary
data about message
traffic to a database for
message tracking
purposes.

NNTP Server NNTP Enables a Domino None

server to act as a news
server for NNTP clients.

34
Object store manager Object Performs maintenance ServerTasksAt2=Object
activities on databases Collect mailobj.nsf
and mail files that use
shared mail.

POP3 Server POP3 Enables a Domino None

server to act as a
maildrop for POP3
clients.

Replicator Replica Replicates databases ServerTasks

with other servers.

Reporter Report Reports statistics for a None

server.

Router Router Routes mail to other ServerTasks

servers.

Schedule manager Sched Returns meeting times ServerTasks

and dates and available
invitees.

Statistic Collector Collect Collects statistics for None

multiple servers.

Statistics Statlog Records database ServerTasksAt5

activity in the log file.

Stats Stats Generates statistics for ServerTasks

a remote server on
demand.

Web Retriever Web Implements the HTTP None

protocol to retrieve Web
pages and convert them
into Notes documents.

35
Domino Server Commands
This list briefly describes the server commands.

Command Description
Broadcast Sends a message to specified users or to all users of this server.

Dbcache Flush Closes all databases that are currently open in the database cache.

Drop Closes one or more server sessions.

Exit Stops the server. This command is identical to Quit.

Help Displays a list of server commands with a brief description, arguments (if
any), and the proper syntax for each.

Load Loads and runs a specified server task or program on the server.

Pull Forces a one-way replication from the specified server to your server.

Push Stops the server. This command is identical to the Exit server command.

Quit

Replicate Forces replication between two servers (the server where you enter this
command and the server you specify).

Restart Port Disables transactions (or messages) on the specified port and then re-
enables the port after a brief delay.

Restart Server Stops the server and then restarts the server after a brief delay.

Route Initiates mail routing with a specific server.

Set Configuration Adds or changes a setting in the NOTES.INI file.

Set Secure Password-protects the console.

Set Statistics Resets a statistic that is cumulative.

Show Allports Displays the configuration for all enabled and disabled ports on the server.

Show Cluster Displays the local server's cluster name cache.

Show Configuration Displays the current value for a NOTES.INI setting.

Show Directory Lists all database files in the data directory and identifies multiple replicas
of a database.

Show Diskspace Displays the amount of space, in bytes, available on the disk drive
(Windows NT or OS/2) or file system (UNIX).

Show Memory Used for OS/2.

Show Performance Displays the per minute user/transaction values when the Domino Server is
running.

36
Show Port Displays traffic and error statistics, and resources used on the network
adapter card or communications port.

Show Schedule Shows the next time that a server task will run.

Show Server Shows server status information.

Show Stat Displays server statistics for one or more of the following: disk space,
memory, mail, replication, and network activity.

Show Tasks Displays the server name, the Domino program directory path, and the
status of the active server tasks.

Show Users Displays a list of all users who have established sessions with the server.

Show Transactions For each type of transaction, displays the total number of NRPC
transactions, the minimum and maximum duration of the transaction, the
total time to perform all transactions, and the average time to perform the
transaction.

Start Port Enables transactions (or messages) on the specified port.

Stop Port Disables transactions (or messages) on the specified port.

Tell Issues a command to a server program or task.

Trace Tests a connection to a server.

37
What is Lotus Notes?
Lotus Notes is powerful, multi-faceted software for Windows® and Macintosh®
computers that helps people work together effectively. With Notes, people can work
together regardless of technical, organizational, language, or geographical
boundaries. Lotus Notes is designed to perform tasks that normally require many
applications to complete. With Lotus Notes, you have the power of the Internet
combined with the versatility of Notes databases at your fingertips.
Notes extends the power of messaging and data exchange to bring you all the
information that you need, whether that information is from Notes or the Internet:
E-mail
Calendar
To do lists
Address Book
Internet address lookups
Web browsing
Internet e-mail (IMAP or POP) client software
Internet newsgroup messaging
Secure certificates
Servers and Notes clients

Notes consists of three primary programs: a DominoTM server, an Internet standard

server, and the Notes client.
The Notes client runs on a computer running Windows or Macintosh software. It
communicates with Domino servers and Internet servers so you can use,
among other things, shared databases, read and send mail, post messages to
an NNTP newsgoup, find people and databases, and browse the Web.
The Domino server - a computer running Windows® or UNIX® - provides
services to Notes client users and other Domino servers including storage of
shared databases and Notes mail routing.
An IMAP or POP3 server - any computer, such as one provided by an Internet
Service Provider (ISP), that allows you to read and send e-mail messages from
your Notes client.
Note A Domino server is not the same as a file server. A file server is a computer
that provides access to shared resources like printers and applications, and manages
network activity.

38
What's new in Release 5?
Lotus Notes Release 5 introduces a powerful new user interface, new improved mail
and calendar features, and Internet standards support.
New user interface
Notes unveils a dramatically new user interface designed to let you take advantage
of the new power of Notes, whether you are viewing Notes databases, contributing to
a discussion group, reading mail from your ISP, or just surfing the Web. While the
interface has changed, you can still use the legacy Notes Workspace from previous
releases of Notes.

Feature Description
Welcome page Start on the Welcome page for all your important
information. The Welcome page contains some basic tasks
and you can customize it, too:
Instant access to mail, calendar, and to do lists
Customize the page to see your latest mail messages
and appointments at a glance
Add your favorite Web sites or newsgroups
Instant search of Web sites, local documents,
databases, or anything
Notes Tour
See What's New

Bookmarks Create bookmarks for anything you want to return to later,

whether it's from Notes or the Internet.
Navigation Navigate through open pages of information with tabs and
buttons Web-like universal navigation buttons.
Task buttons Use new task buttons to quickly switch from one window to
another. Task buttons replace the Windows menu in older
releases of Notes.

39
New mail and calendar features
You can use new mail features such as cc:Mail-like address headers, mail rules,
easier mail archiving, and easy Internet lookup of mail addresses. You can get
organized with enhanced Calendar and Scheduling features such as tasks that follow
you from one location to another, improved calendar management, a group calendar,
and more.
Create professional-looking documents using new Notes editor features
Improved table support
Print preview to view how your document will look in print
Browse the Web with support for frames and animated GIFs, or use the
integrated Microsoft Internet Explorer 4.x
Internet standards support
Notes embraces Internet messaging standards so now you can view Internet mail
messages, Web pages, and newsgroups with full fidelity (because of MIME and HTML
support), and security (using SSL, S/MIME, and X.509 certificates).
You can read and send messages to any IMAP or POP3 server (your Internet Service
Provider, for example). You can read and post messages to an NNTP newsgroup,
search any LDAP directory like bigfoot.com or four11.com. This is especially helpful
when you are in the middle of addressing an e-mail message and you quickly need to
look up an e-mail address.
Client Configuration Wizard
When you install the Notes client, Notes runs the Client Configuration Wizard to
easily guide you through setting up initial connections. Notes prompts you for the
type of connection you need: Microsoft Dial-up Networking, Notes Direct Dial-up
(previously Dial-up Modem), LAN, or, new with Notes Release 5, Internet Dial-up.
You'll also have an opportunity to set up an Internet mail account, choose an NNTP
server, and an LDAP server for name lookups. See Setting up Notes for the first time
for more information.
New mobile Connection Configuration Wizard
Once you are connected, Notes has a new feature that automatically creates server
connections when you configure a location for remote use. When you edit a mobile
location or create a new one, Notes offers a configuration wizard to take you through
the process.
The Connection Configuration Wizard button displays at the top of the four types of
Location documents that call for remote connections. When you click the button,
Notes prompts you for the type of connection you need: Microsoft Dial-up
Networking, Notes Direct Dial-up (previously Dial-up Modem), LAN, or, new with
Notes Release 5, Internet Dial-up.
Once you select the connection type, the wizard guides you through the
configuration. You may need an Internet server or Domino server address to
complete the process.

40
To run the connection wizard, choose File - Mobile - Edit Current Location. Then
press the Connection Configuration Wizard button at the top of the form. See Notes
Away from the Office for more information

Configuration of Lotus Notes Client

Before the you start the installation please check the network connection, if you need
to add the server name & IP address to the host file entry, if the server name is
added to the WINS or DNS server in your network then it is not necessary to add the
server name & IP address in the host file

Once the installation of the Lotus Notes Client is done then you need to configure the
client to connect to the server

Click on Lotus Notes to start the Lotus Notes Configuration

Click on Next

41
Click on Next

Click on Next

42
Enter the Domino Server Name & click on Next

If you administrator has given you the ID file on a network drive or on floppy drive
click in Browser to find the same else, if you administrator has only given the First
Name & Last Name that needs to be configured use the below option & click on Next

43
Then enter the password that the administrator has given you

Here it will check for you name on the server address

It creates the your local(personal address book)

Click on OK the start the Lotus Notes Client

44
Welcome Page

Below is the Welcome Page is a single source page that allows you to bring
information together from various places that are important to you. By default, the
Welcome Page allows you to access your mail, calendar and to do lists.

To create or customize Headlines for your Welcome Page

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 1. Click the Welcome task button to bring up your Welcome Page (if you have
something other than the Welcome Page set as your Home Page, open your
Favorite Bookmarks folder on the Bookmark bar and click Welcome).
2. Choose a style from the Welcome Page list in the upper right corner of the
Welcome Page.
3. Click the Options button that appears next to the Welcome Page list, or choose
Create New Page Style from the list.
4. In the Page Options dialog box, click the Basics tab to do the following:
Give your page a title. This adds the page to the Welcome Page list.
Choose the layout for your Headlines to appear in the Welcome Page.
5. Click the Content tab, click inside each frame in the "Select a frame" section,
and choose an item for the selected frames from the content list in the "Frame
content" section.
6. (optional) If you choose Web page, do one of the following:
Select a Web page from the default list on the right.
Select "I want to type in the address" and type in the address in the Web
address box.
7. (optional) If you choose Quick links, and would like to add your own links, click
Edit on the right. Then click Clear next to the default selection(s) you want to
erase in the Quick Links dialog box, add a new Web page name and URL and
click OK.
8. (optional) If you choose Database Subscriptions, refer to the topic Database
Subscriptions.
9. Click OK.
Notes

If you have a database open in Notes, and you also have the same database
displayed on the Welcome Page, you must refresh the Welcome Page to see any
changes you make.
If you do not see the Welcome bookmark in your Favorite Bookmarks folder, choose
File - Database - Open, select bookmark.nsf and click OK. Then drag the
bookmark.nsf task button to your Favorite Bookmarks folder.

To refresh the Welcome Page

There are three ways to refresh the Welcome Page:
Put focus in one Headline and press F9 to refresh that Headline.
Click the refresh arrow in the upper right corner of the Notes screen to refresh each
Headline one by one.
Press SHIFT+click the refresh arrow in the upper right corner of the screen to rebuild
the entire frame set of Headlines at once.

46
To resize Headlines on your Welcome Page
Place your mouse pointer over the Headline border until there is a double sided
arrow. Drag the Headline border up or down until the desired size is achieved.
To delete a Welcome Page style
1. Click the Welcome task button to bring up your Welcome Page (if you have
something other than the Welcome Page set as your Home Page, open your
Favorite Bookmarks folder on the Bookmark bar and click Welcome).
2. Choose the style to delete from the Welcome Page drop down list in the upper
right corner of the Welcome Page.
3. Click the Options button that appears next to the Welcome Page list.
4. In the Page Options dialog box, click the Basics tab and then click the Delete
button.
5. Click Yes on the "Continue Delete" dialog box.

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Bookmark bar
The Bookmark bar organizes your bookmarks. Each icon on the Bookmark bar
(running down the left edge of the Notes window) opens up a bookmark or a page of
bookmarks, including your favorite Web browser bookmarks.

Bookmark folders contain bookmarks or more folders. The following Bookmark

folders appear by default on the Bookmark bar when you initially open Notes:

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Favorite Bookmarks folder
Use the Favorite Bookmarks folder to house your favorite bookmarks.
Databases folder
If you are upgrading to Notes Release 5, the Database folder bookmark contains all
of your workspace icons translated into Bookmark folders and bookmarks. Your
previous workspace pages are now folders, and the workspace icons are bookmarks
inside those folders.
More Bookmarks folder
The More Bookmarks folder contains a Lotus Links folder, an Internet Search Sites
folder, and a Create folder. The Lotus Links folder contains bookmarks to Lotus
products Web sites, such as Notes.Net. The Internet Search Sites folder contains
bookmarks to Web sites that you can perform searches on, such as AOL Netfind. The
Create folder contains bookmarks to documents that you frequently use in Notes. By
default, there is a bookmark to create a new Memo, a new Calendar entry, a new
Contact for your Address Book, and a new To Do list. To add more bookmarks, just
drag and drop the task button of any new document you create to this folder.
Netscape Navigator Links folder and Internet Explorer Links folder
These folders contain bookmarks for Netscape Navigator, Internet Explorer, or both.
Bookmark pages
Bookmark pages contain lists of bookmarks and folders of bookmarks. To open a
page, click on one of the Bookmark folder icons. To keep a page open, click the
pushpin in the upper right corner. To close the page, click anywhere in the main
Notes window or click the X in the upper right corner.

49
Bookmark menu
From the Bookmark menu, you can create a new folder for the open bookmark page,
change the size of bookmark icons, display bookmark server names, display the
unread document count for bookmarks, restore Bookmark defaults, and pin open the
Bookmark page. Click the arrow in the upper left corner of a Bookmark page to view
the Bookmark menu.

50
Bookmark context menus
Right-click on any bookmark to copy, remove, or rename the bookmark. Bookmarks
have extensive context menus built right into them so that you can perform most
operations on a database without even opening the database.

51
 User’s Mail

Opening your mail

Click any of these topics:

To open your mail
Mail folders and views
To open a message
To open your mail
Click the mail button on the Bookmark Bar:

Note This works only if there's an icon for your mail database on your workspace. If
there isn't, use File - Database - Open to add the icon to your workspace. If you
don't know the server your mail database is on, see your Domino administrator.
Mail folders and views
Notes mail comes with the following default folders and views:

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Folder or view Description
Inbox folder Stores all messages that you receive. Messages remain in the
Inbox until you move them to a different folder or delete
them.
Drafts view Stores all messages that you save without sending. You can
go back to these messages, edit them, and send them later.
Sent view Stores all messages that you sent and saved.
All Documents view Stores all messages that are currently in your mail database.
Trash folder Stores messages that you marked for deletion in your mail.
For information, see Deleting mail.
Discussion Threads Stores all messages grouped with their replies so you can
view view an entire conversation at once.
Rules folder Stores all rules that you create to filter new messages. For
information, see Filtering new mail using rules.
Stationery folder Stores all stationery that you create for sending messages.
For information, see Creating stationery for mail.
Group Calendars Stores all group calendars that you create. For information,
folder see Creating and working with group calendars.

You can create additional folders and views in your mail database. For information,
see Organizing documents into folders and Putting views to work.
To open a message
What do you want to do? Procedure
Open a message Double-click the message.
Open a message in the preview pane Click the message and then drag the
bottom of the mail window up to open
the preview pane.
View delivery information about a Double-click the message, click Tools,
message and choose Delivery Information.
Notes displays the sender's name,
whether the sender signed or
encrypted the message, whether the
sender requested a return receipt or
selected an importance level for the
message, when the message was sent
and delivered, and the route the
message took from the sender's server
to yours.
Open a message in Edit mode Click the message and choose Actions -
Edit Document.

53
Note To complete some of the procedures given in the Mail and Address Book
section, you must be using the Mail (R5.0) template (mail50.ntf) for your mail
database. For more information about finding Release 5 mail features, see Why can't
I find the Tools action button on my screen?.

Sending and saving mail

What do you want to Procedure

do?
Send and save a
message
Send a message and
save it in a particular
folder
Save a message without
sending it
Send a message without
saving it
Discard a message
without sending or
saving it
Send all messages
without saving them
Create or open the message.
Click Send. Notes saves it in the Sent view by
default.
Create or open the message.
Click "Send and File."
(Optional) To create a new folder, click "Create New
Folder," type a folder name, select a folder type,
and click OK.
Select a folder and click Add. Notes saves the
message in the selected folder and in the Sent
view.
Create or open the message.
Click "Save As Draft." Notes saves it in the Drafts
view, where you can go to edit the message and
send it later.
Create or open the message.
Press ESC.
Select "Send only" and click OK.
Create or open the message.
Press ESC.
Select "Discard changes" and click OK.
Choose File - Preferences - User Preferences.
Click "Mail and News."
Under "Save sent mail," select "Don't keep a copy"
and click OK.

54
Have Notes ask whether Choose File - Preferences - User Preferences.
to save each message
Click "Mail and News."
you send
Under "Save sent mail," select "Always prompt" and
click OK.
Track a sent message Open the Sent view and select the message.
Choose Actions - Tools - Send Tracking Request.
Select the recipient(s) you want to track.
Select "Delivery Status Only" or "Trace Entire Path"
and click OK.
Note The mail tracer appears as a message in your
Inbox. The tracking result is posted as a response to the
tracer message. You can track a message as long as all
the servers the message must pass through are R5
Domino servers. Also, message tracking must be enabled
on the servers.

55
 Calendar and To Do
To open your calendar
Click the Calendar button on the bookmark bar:

To move around the calendar

To... Click...
Go to a date The date on the date picker.
Move the date picker back or forward one An arrow icon on the top right corner of the
month date picker.
Go to the current date The sun icon in the lower right corner of the
calendar.
Move the calendar back or forward one page An arrow icon on the bottom right corner of
the calendar (or press Page Up or Page
Down).

To change the display of the calendar

What do you want to do? Procedure
Display the calendar in one-day, Click the corresponding format icon.
two-day, one-week, two-week, one-

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month, or work week format
Tip The work week view icon
displays the number of days you've
set the work week view for. You can
set the work week view in your
calendar preferences, in the Display
tab.
Display or hide time slots
Display a calendar entry's full subject Hold the mouse over the entry. Notes
(if it's not visible)
Display calendar entries in a
chronological list
Change the start time, end time, or
length of time between time slots on
each date
Change the first day of the week
displayed in the one-week, two-
week, and one-month formats
Creating To do items
Note You can also change the format by
choosing View - Change Format in the
menu.
Click the clock icon. If you display time
slots, Notes displays each time period for
which you have scheduled an appointment
or meeting as a shaded area.
Note If the time of two appointments or
meetings overlap, Notes displays a conflict
bar to the left of the overlapping entries.
displays the full subject in a pop-up
window.
Click Meetings.
Click Tools and choose Preferences.
Click Calendar and then Views.
Specify a new time or select a new
interval.
Choose File - Preferences - User
Preferences.
Click International.
Select a day in the "Calendar View
starts on" field.
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 You can create a to do entry for
yourself or create a to do request and
send it to other people. When you
create a to do entry for yourself,
Notes adds it to your to do list. When
you create a to do request for others,
Notes adds an entry to your to do list
and sends a mail message to each
person you specify:

58
Address Book

Advanced Switcher

59
Location Document

For each remote location you use with Notes, you must create a Location document.
In Location documents, you specify settings such as the port to use, the location of
your mail file, phone dialing information, and, if necessary, replication schedules.
During installation, Notes automatically creates five types of Location documents:
Island, Office, Home, Travel and Internet. Before you can use Notes remotely, you
must edit these documents (or create your own). Then, when you want to use Notes
from a remote location, you select the Location document containing the settings
that apply to where you're working.
Click any of these topics:
To create or edit a location document
Advanced settings for locations
Phone dialing options for a location
Mail options for a location
To create or edit a Location document
1. Ask your Domino administrator for the following before you begin:
The name of your mail server.
Whether you use a server and the name of that server.
Whether you use a Domino directory server and the name of that server.
2. Choose File - Mobile - Locations. Notes opens the Locations view of your
Personal Address Book.
3. Do one of the following:
To create a Location document, click "Add Location."
To edit a Location document, select the location and click "Edit Location."
4. Click the Basics tab.
5. In the Location name field, enter a name for this location.
6. In the Location type field, do one of the following:
For network use, select "Local Area Network."
For remote use, select "Direct Dialup" or "Network Dialup."

60
 For a location that supports more than one connection method, select
"Custom."
For a disconnected location, select "No connection."
Note Notes displays different options depending on the location type you
select.
7. (Optional) In the "Prompt for time/date/phone" field, select Yes if you want
Notes to ask you for location-specific information when you use the location.
8. In the Web Proxy field, specify options for connecting to the Internet via a
proxy server.
9. (Optional) Click the Internet Browser tab and select a browser to use at this
location--Notes, Notes with Internet Explorer, Netscape NavigatorTM, Microsoft
Internet Explorer, or Other. If you select Other, click Browse to specify the
location of the application in your operating system. The default is Notes.
10. Click the Servers tab.
In the "Home/mail server" field, enter the name of your mail server.
(Optional) In the Passthru server field, specify a passthru server for the
location.
(Optional) In the Catalog/Domain search server, specify a Domain server
for the location.
(Optional) In the Domino directory server field, enter the hierarchical name
of your Domino directory server.
11. Click Ports and choose one of the enabled ports that Notes displays.
Note You can enable additional ports using File - Preferences - User
Preferences If you are unsure which port to use, check with your Domino
administrator for a network connection, or your hardware documentation for a
modem connection (usually a port beginning with COM).
12. Click the Phone Settings tab if you have chosen a remote location. Specify
phone dialing information.
13. Click the Mail tab and specify mail options for the location.
14. (Optional) Click the Replication tab and choose to enable or disable your
replication schedule for that location. Replication is disabled by default.
15. (Optional) Click the Advanced tab for additional settings.
16. Click Save and Close to save the Location document.
Advanced settings for locations
You can click Advanced and specify additional location options.
Under Basics:
If you select No next to "Use operating system's time zone settings," in the
"Local time zone" field select a time zone for the location.
If you select No next to "Use operating system's time zone settings," in the
"Daylight-saving time" field specify whether daylight savings time is observed
at this location.

61
 In the "Only for user" field, enter a user name if more than one user will be
using the workstation.
In the "User ID to switch to" field, enter the name of the User ID you want to
use at this location (network locations only).
In the Load images field, select an option for displaying images in Internet Web
pages.
In the Bookmarks filename field, type the name of your bookmarks database
(default is bookmarks.nsf).
In the Subscriptions filename field, type the name of your subscriptions
database (default is headline.nsf).
In the Network Dialup idle timeout field, type the number of minutes of
inactivity before Notes cancels the phone call.
Under SSL:
For information on accepting SSL certificates, see the topic Exchanging sensitive
information over the Web.
Under Web Retriever:
In the Web Navigator database field, the name of your web navigator database
(default is perweb.nsf).
In the Concurrent retrievers field, enter the number of concurrent Web
Retriever processes allowed at one time.
In the Retriever log level field, select the level of messages logged to the
LOG.NSF by the Web Retriever.
In the Update cache field, select how often you want to update the Web
Retriever's cache.
To control the Web Retriever messages sent to your perweb.nsf (Personal Web
Navigator)
Under Java Applet security:
Set security options for accepting documents with Java Applets. For more
information click:
To open a page that has Java applets (Personal Web Navigator)
Under Secondary Severs:
Fill in the names of any secondary servers you use from that location. Check
with your Domino administrator for details.
Under MIME Settings:
Choose an attachment encoding method, and, if applicable, a Macintosh
conversion method. Check with your Domino administrator for details.
Phone dialing options for a location
You can specify phone information on the Phone Settings tab of a remote Location
document.

62
Field Information to enter
Prefix for outside line The number, if any, needed to dial to get
an outside line at the location. Many US
businesses, for example, use 9.
International prefix The number needed to dial international
calls.
Country code at this location The country code at the location.
Long distance prefix The number needed to dial long distance,
usually 1 in the US.
Area code at this location Area code at the location.
Calling card access number An access number to use a calling card for
each call you make from the location. (The
access number is the number you dial
before a phone number to indicate you
want to use a calling card).
Calling card number or extension suffix A calling card number or extension to use
field for each call you make from the location.
Dialing Rules button Click to enter server phone number
information for the location.

To have Notes display this dialog box automatically when you use the location,
choose File - Mobile - Edit Current Location and select Yes in the Prompt for
time/date/phone field.
Tip If you need to add a delay in dialing because the number you're calling plays a
message, such as instructions for selecting an extension, you can use commas to
delay all or part of the dialing. For example, you can add commas between the
phone number and extension number. Each comma forces a two-second delay.
Mail options for a location

63
You can specify mail options such as whether
to use server-based or workstation-based mail
from the Mail tab of a Location document.Field
Mail file location
Information to enter
Select "on Server" to use your mail file directly
on a server at the location or select Local to
use a local replica of your mail file at the
location.

Mail file The path to your mail file.

Notes mail domain The mail file's domain.

Internet domain for Notes addresses when The Internet domain to use if you have set up
connecting directly through the Internet an Internet mail account.

Recipient type ahead Select Disabled if you don't want to use the
quick-address method when you type mail
addresses at the location. Select Local Only to
have Notes look for names in your Personal
Address Book when you type mail addresses.
Select Local then Server to have Notes look for
names in your Personal Address Book and then
the Domino Directory on your mail server when
you type mail addresses.

Recipient name lookup Select "Stop after first match" to have Notes
find only the first name that matches the
recipient name when you send mail from the
location. Select "Exhaustively check all address
books" to have Notes find all of the names that
match the recipient name and ask you which
one to use.

Mail addressing Select Local and Server to add the server's

address books to the Mail Address dialog.

Send outgoing mail Select "through Domino Server" to send mail

through your mail server. Select "directly to
Internet" to send mail through an Internet
account.

Transfer outgoing mail if Type the number of messages which must

accumulate before Notes automatically sends
mail.

64