Lotus Notes 7: Basic (FAQ/Notes)

Frequently asked questions and instructor notes

All our courses assume that each student has a personal computer to use during the class. Our hands-on approach to learning requires they do. This topic gives information on how to set up the classroom to teach this course. It includes minimum requirements for the students’ personal computers, setup information for the first time you teach the class, and setup information for each time that you teach after the first time you set up the classroom.

Hardware requirements

The Domino administrator, student, and instructor personal computers should have:

· Recommended CPU speed: 550 MHz.

· Minimum 128 MB RAM, 256 MB or more recommended

· Minimum 1.8 GB hard disk space, 2.5 GB or more recommended

· A keyboard and a mouse

· A CD-ROM drive

· An XGA monitor (1240×768 minimum resolution support)

· A local area network adapter

The Domino server computer should have:

· Recommended CPU speed: 550 MHz.

· Minimum 128 MB RAM, 256 MB or more recommended

· Minimum 10 GB hard drive

· A keyboard and a mouse

· A CD-ROM drive

· Microsoft Windows supported display (VGA or SVGA video monitor)

· A local area network adapter that works with any network operating system

Software requirements

You will need the following software:

· Microsoft Windows XP Professional (consult your Lotus Notes systems administrator for information on alternative operating systems) for the Domino administrator, student, and instructor personal computers.

· Microsoft Windows Server 2003, Windows 2000 Server, or Windows NT Server installed according to the software manufacturer’s instructions for the Domino server computer.

Network requirements

The following network components and connectivity are also required for this course:

· Internet access, for the following purposes:

· Downloading the latest critical updates and service packs from www.windowsupdate.com

· Completing Activity C-2 in the “Searching databases” unit.

· Downloading the student data files from www.courseilt.com

First-time setup instructions

The first time you teach this course, you will need to perform the steps in the following sections to set up a server computer, a Domino administration computer, and computers for each student and the instructor.

Install Windows Server 2003

1 With the assistance of your system administrator, identify the computer to be used as the server.

2 Install Windows Server 2003 Standard or Enterprise Edition according to the software manufacturer’s instructions. Select NTFS as the file system.

3 In the Windows Server 2003 Setup Wizard, when prompted on the “Personalize Your Software” screen, enter your name in the Name box. (Any name other than Administrator or guest will do.) In the Organization box, enter Outlander Spices. Click Next.

4 Under “Licensing Modes”, specify 50 as the number of concurrent connections. Click Next.

5 In the “Computer name” box, enter SERVER1. Enter password as the Administrator password. Click Next.

6 If a warning box about strong passwords appears, click Yes (so you can use the password you specified).

7 In the Windows Server 2003 Setup Wizard, verify that the current date and time and the time zone are displayed. Click Next.

8 Use custom network settings to configure Internet Protocol (TCP/IP) with a static IP address (for example, 192.168.0.100) and a subnet mask (click the Subnet mask box).

9 Use an appropriate IP address as the Preferred DNS server. Click Next.

10 Join the default workgroup named WORKGROUP. Click Next.

11 Wait a few minutes while Windows Server 2003 is installed, and perform the final tasks.

12 After the server restarts, log on as Administrator. Close the Manage Your Server screen.

13 Run Dcpromo.exe to start the Active Directory Installation Wizard. (Choose Start, Run and enter dcpromo.exe.)

a Click Next twice.

b Under “Domain Controller Type”, verify that “Domain controller for a new domain” is selected. Click Next.

c Under “Create a new”, verify that “Domain in a new forest” is selected. Click Next.

d Under “New Domain Name”, in the “Full DNS name for new domain” box, enter outlander.com. Click Next.

e Under “NetBIOS Domain Name”, verify that the “Domain NetBIOS Name” is OUTLANDER. Click Next.

f Under “Database and Log folders”, accept all file location defaults. Click Next.

g Under “Shared System Volume”, accept all file location defaults. Click Next.

h If the DNS service is not configured, the Active Directory Installation Wizard will open the DNS Registration Diagnostics screen. Otherwise, skip to step j.

i On the “DNS Registration Diagnostics” screen, if DNS is not configured, verify that the following option is selected: “Install and configure DNS server on this computer, and set this computer to use this DNS server as its preferred DNS server”. Click Next.

j Under “Permissions”, select “Permissions compatible with pre-Windows 2000 server operating systems”. Click Next.

k Under “Directory Services Restore Mode Administrator Password”, in the “Restore Mode Password” box, enter password. In the “Confirm password” box, enter password. Click Next.

l View the Summary page. Click Next.

m After Active Directory is configured, click Finish.

n Click Restart Now.

o Log on as Administrator. From the “Log on to” list, select OUTLANDER (if necessary; you may have to click Options to see the Log on to list).

14 Using the lettered steps, set up the Domain Security Policy.

a Choose Start, Administrative Tools, Domain Security Policy to open the Default Domain Security Settings window.

b In the left pane, expand Account Policies.

c Select Password Policy.

i Disable the “Password must meet complexity requirements” option.

ii Set the minimum password length to zero characters.

d Close the Default Domain Security Settings window.

15 Using the lettered steps, create a user named Dominoadmin with password as the password, and add it to the Domain Admins group.

a Start the Active Directory Users and Computers application. (Choose Start, Administrative Tools, Active Directory Users and Computers.)

b Expand the outlander.com domain in the list, right-click the Users folder, and choose New, User.

c Follow the steps to create the user. In the New Object – User dialog box:

i For “First name”, enter Dominoadmin. Note that the Full name field auto-populates as you enter the first name.

ii For “User Logon name”, enter Dominoadmin and click Next.

iii Enter password as the password in the “Password” and “Confirm password” boxes.

iv Clear “User must change password at next logon”.

v Check “User cannot change password”.

vi Check “Password Never Expires”.

vii Click Next and then click Finish.

d In the “Name” list, double-click the “Domain Admins” icon, and in the Domain Admins Properties dialog box, activate the Members tab. Click Add. In the “Enter the object names to select” box, enter Dominoadmin and click OK.

e Click OK to close the Domain Admins Properties dialog box, and close the Active Directory Users and Computers window.

16 Using the lettered steps, set up a File Server on the Windows Server 2003 computer.

a On the Windows Server 2003 computer, choose Start, Manage Your Server (if the page is not already displayed).

b Under “Managing Your Server Roles”, click “Add or remove a role”. The Configure Your Server Wizard appears. Click Next.

c Under “Server Role”, select File Server. Click Next.

d Under “File Server Disk Quotas”, verify that “Setup disk quotas for new users of this server” is not checked. Click Next.

e Under “File Server Indexing Service”, verify that “No, leave Indexing Service turned off is selected”. Click Next.

f Under “Summary of Selections”, review your selections and click Next.

g The Share a Folder Wizard starts. Click Next.

h In the “Folder path” box, enter C:\Lotus. Click Next.

i When prompted to create the folder, click Yes.

j Under “Name, Description, and Settings”, click Next.

k Under “Permissions”, select “Administrators have full access; other users have read and write access”. Click Finish.

l Under “Sharing was successful”, click Close. You are returned to the Configure Your Server Wizard.

m Under “This Server Is Now a File Server”, click Finish.

n Close the Manage Your Server window.

Install Domino Enterprise Server

1 Using the lettered steps below, install and set up Domino Enterprise Server software on the Windows Server 2003 computer according to the software manufacturer’s instructions. Accept the default program folders.

a With the assistance of your Lotus Notes administrator, begin the Domino Enterprise Server setup process.

b Under “Location to Save Files”, click Next to accept the default location.

c After files are extracted, the InstallShield Wizard for Domino starts. Click Next.

d Read the license agreement and select “I accept the terms in the license agreement”. Click Next.

e Verify that “Install Domino Partitioned servers” is unchecked. Click Next to accept the default value for “Program Files Directory Name”.

f Click Next to accept the default value for “Data Files Directory Name”.

g Verify that “Enterprise Server” is selected. Click Next.

h Review the installation summary information. Click Next.

i When the installation has completed, click Finish.

2 Using the lettered steps below, run the Domino Server Setup Wizard.

a Start Lotus Domino Server: Click Start and choose All Programs, Lotus Applications, Lotus Domino Server.

b Verify that “Start Domino as a Windows service” is selected. Check “Always start Domino as a service at system startup” and “Don’t ask me again”. Click OK.

c Under “Welcome to Domino Server Setup!”, click Next.

d Under “First or additional server”, verify that “Set up the first server or a stand-alone server” is selected. Click Next.

e Under “Provide a server name and title”, accept the server name as server1. Click Next.

f Under “Choose your organization name”, accept the organization name as outlander, and enter password as the Organization Certifier password. Click Next.

g Under “Choose the Domino domain name”, accept the Domino domain name as outlander. Click Next.

h Under “Specify an Administrator name and password”, leave the First Name box blank, and enter Dominoadmin for the Last Name, and enter password for the Administrator Password. Click Next.

i Under “What Internet services should this Domino Server provide?”, clear the checkboxes for all Internet services. Click Next.

j Under “Domino network settings”, verify that the “Enabled port drivers” include TCP/IP and NetBIOS over TCP/IP, and that the Host name is server1.outlander.com. Click Next.

k Under “Secure your Domino Server”, leave the default settings with both options checked. Click Next.

l Under “Please review and confirm your chosen server setup options”, verify that the server name is server1/outlander and that the Organization name and Domino domain name are both outlander; then click Setup.

m After the setup completes, under Setup summary, click Finish.

3 Start the Lotus Domino Server. (Choose Start, All Programs, Lotus Applications, Lotus Domino Server.) You will see information about the server starting up in a command window. This process will take some time to complete. Do not close this window or attempt to enter information at the command prompt. Minimize the window when the Domino server has started. You can use the Services applet to verify that the Lotus Domino Server has started.

4 Share the folder C:\Program Files\Lotus\Domino\data.

Miscellaneous server tasks

1 Create two folders:

· C:\Program Files\Lotus\Domino\Data\Basic.

· C:\Clean

Share C:\Clean, and set permissions to allow write access.

2 If you don’t have the data CD that came with this manual, download the student data files for the course. You can download the data directly to student machines, to a central location on your own network, or to a disk.

a Connect to www.courseilt.com/instructor_tools.html.

b Click the link for Lotus Notes to display a page of course listings, and then click the link for Lotus Notes 7: Basic.

c Click the link for downloading the student data files, and follow the instructions that appear on your screen.

d Read the Readme.doc file and follow the instructions to install the database files in both the Basic and Clean folders you created.

Configuring the Domino Server with Domino Administrator

1 On another computer, install Microsoft Windows XP Professional on an NTFS partition according to the software manufacturer’s instructions. If the machine has Internet access, install the latest critical updates and service packs from www.windowsupdate.com. (You can also use Windows 2000, but the graphics in this course were taken using Windows XP, so your screens might look somewhat different.)

2 Join the Windows XP workstation to the Outlander domain.

3 Log onto the Windows XP workstation and create a user named Dominoadmin. Specify password as the password. (Note: You are creating a Windows user for the Windows XP workstation.)

a Choose Start, Control Panel.

b Click User Accounts.

c Activate the Advanced tab and click Advanced.

d Select and right-click the Users folder.

e Choose New User.

f Specify the user name and password.

g Clear “User must change password at next logon”.

h Check “User cannot change password”.

i Check “Password Never Expires”.

j Click Create, and then click Close.

4 Add the Dominoadmin user to the Administrators group.

5 Log off the computer, and log on locally as Dominoadmin (don’t log onto the Outlander domain as Dominoadmin).

6 Using the lettered steps below, install the Domino Administrator program, along with the Notes Client and Domino Designer.

a Start the Domino Administrator installation.

b Under “Location to Save Files”, accept the default file folder. Click Next.

c Under “Welcome to the Installation Wizard for Lotus Notes 7.0.1”, click Next.

d Under License Agreement, select “I accept the terms in the license agreement”. Click Next.

e Under “Customer Information”, in the User Name box, enter Dominoadmin. In the Organization box, enter Outlander Spices (if necessary). Click Next.

f Under “Installation Path Selection”, accept the default file folder locations. Click Next.

g Under “Custom Setup”, do the following:

i Click the Notes Client icon and choose “This feature, and all subfeatures, will be installed on local hard drive” from the shortcut menu.

ii Click the Domino Designer icon and choose “This feature, and all subfeatures, will be installed on local hard drive” from the shortcut menu.

iii Click the Domino Administrator icon and choose “This feature, and all subfeatures, will be installed on local hard drive” from the shortcut menu.

iv Click Next.

h Under “Ready to Install the Program”, clear “Make Notes my default
e-mail program”. Click Install.

i Under “Install Wizard Completed”, click Finish. (There should now be three icons on the Desktop: Domino Admin 7, Lotus Notes 7, and Domino Designer 7.)

7 Using the lettered steps below, start Lotus Domino Administrator and log in by using the Dominoadmin ID.

a On the Desktop, double-click Domino Admin 7 to start Lotus Domino Administrator 7

b Under “Lotus Notes Client Configuration, Welcome”, click Next.

c Under “User Information”, enter Dominoadmin for Your name and server1 for Domino server. Verify that “I want to connect to a Domino server” is checked. Click Next.

d When prompted, enter password as the password for the Dominoadmin/outlander user. Click OK.

e Under “Instant Messaging Setup”, clear “Setup instant messaging”. Click Next.

f Under “Additional Services”, verify that all check boxes are cleared. Click Next.

g In the Domino Administrator message box, under “Notes setup is complete!”, click OK.

h If an IBM Domino Administrator dialog box appears (with the message “Lotus Notes is not currently set as your default e-mail program. Would you like to set it now?”), check “In the future, do not perform this check” and click No.

8 Using the lettered steps below, create a settings document named BasicRegistration.

a Activate the OUTLANDER Domain tab.

b Verify that the People & Groups tab is activated.

c Select Settings. If another tab opens, close the tab.

d Click Add Settings, then click Registration. When prompted about client and server settings, click Yes.

e In the Name box, type BasicRegistration, and in the Description box, type Default Registration setting.

f From the “Choose a registration server” list, select server1/outlander. Click Save & Close.

9 By using the lettered steps below, create an organizational policy named OutlanderPolicy.

a With the People & Groups tab active, select Policies.

b Click Add Policy. When prompted with a warning about client and server settings, click Yes.

c In the Policy Name box, enter OutlanderPolicy. In the Description box, enter Default Outlander policy.

d Click the list button to the right of Policy Type, select Organizational, and click OK.

e Click the list button to the right of Registration, select BasicRegistration, and click OK.

f Click Save & Close.

10 Using the lettered steps below, create a database with filename Resource.nsf and title Outlander Resources using the Resource Reservations template.

a Choose File, Database, New.

b Under “Specify New Database Name and Location”, from the Server list, select server1/outlander

c In the Title box, enter Outlander Resources.

d Edit the File name box to read Resource.nsf.

e Under “Specify Template for New Database”, from the Server list select server1/outlander.

f Check “Show advanced templates”.

g From the Template list, select Resource Reservations (7); then click OK.

h On the About Resource Reservation tab, click “Click here to close this document”. Leave the tab (and thus the database) for “Outlander Resources - Reservations By Time” open to complete the next step(s). If the Outlander Resources database is accidentally closed, you must re-open the database before you can perform the next step(s).

11 By using the lettered steps below, create a Site document named Headquarters and room documents named Conference Room and Meeting Room 20.

a To create a Site, you must assign the CreateResource role to the Dominoadmin user. (Choose File, Database, Access Control. Choose Dominoadmin/outlander. Under Roles, verify that [CreateResource] is selected. Click OK.)

b Close the Outlander Resources database. (Click on the x on the Outlander Resources – Resources by Time tab.)

c Activate the Outlander Domain tab and then activate the Files tab.

d Re-open the Outlander Resources database by double-clicking on its name in the list of database files. (If it doesn’t appear in the files list for the server1/outlander server, choose File, Database, Open, and choose server1/outlander from the Server list.)

e In the “Outlander Resources” pane, click Resources. (To display the Resources view.)

f Click New Site.

g In the “Site name” box, enter Headquarters; then click Save and Close.

12 Using the lettered steps below, create room resources named Conference Room and Meeting Room 20.

a Click New Resource.

b Under “Resource Type”, verify that Room is selected.

c In the Name box, enter Conference Room

d In the Capacity box, enter 30. Click Save and Close. Then, click OK to close the confirmation message box.

e Repeat steps a through d to create a room resource named Meeting Room 20, with a capacity of 20.

f Close the Outlander Resources database.

Registering student users

1 On the Domino Administrator computer, using the Domino Administrator program, activate the People & Groups tab.

2 Choose People, People, Register.

3 Notes displays the Choose a Certifier dialog box. Verify that the Server is server1/outlander.

4 Click Certifier ID. Browse to and open Cert.id in the server1\Program Files\Domino\data folder. (This folder is a shared folder on server1.)

5 In the Choose a Certifier dialog box, click OK.

6 When prompted, enter password for the Certifier password and click OK.

7 The Register Person – New Entry dialog box appears. If a warning message appears about recovering IDs, check the box to not show the message again, and click OK.

8 In the Register Person-New Entry dialog box, check Advanced. Then, do the following:

a On the Basics page, in the First name box, enter Student.

b In the Last name box, enter a two-digit number for each user in turn (for example, 01, 02, 03…).

c Click Password Options and drag the slider to a value of “Password of any length accepted (1)”. Click OK.

d In the Password box, enter password as the password. Use the same password for every user.

9 On the Mail Page, verify that the Mail Server is server1/outlander. In the “Mail File Template” list box, verify that Mail (R7) is selected.

10 On the ID Info page, in the License type list, verify that North American is selected. Under “Location for storing user ID”, verify that “In Domino directory” is selected. Finally, to store the IDs in the IDs folder, check
”In file: C:\Program Files\lotus\notes\data\ids\people\s##.id”.

11 Click the button with the green checkmark to add the person to the registration queue.

12 Add as many other students as necessary (at least nine). You need to enter only the name and password; the other settings will be retained from the first user you create.

13 Add a user with a first name of Class, a last name of Instructor and a password of password.

14 When all users have been added to the Registration Queue, click Register All. A progress bar will show you the registration progress. When all the users have been registered successfully, click OK and close the Register Person — New Entry window. (Click Done or use the Close button to close the window.)

15 After all of the student IDs have been created, use Windows Explorer to copy the clean ID files from the computer running Domino Administrator to the C:\Clean folder on the server computer. (Note: The clean ID files are located on the computer running Domino Administrator, in C:\Program Files\lotus\notes\data\ids\people.)

16 In outlander’s Directory database (the Outlander Address Book), create a new multi-purpose group called Administrators. Add the Class Instructor to that group. (To open this database, from the Domino Administrator, choose File, Database, Open, select server1/outlander from the Server list, select outlander’s Directory from the Database list, and click Open.)

17 Also, in outlander’s Directory database (the Outlander Address Book), create a multi-purpose group that includes all students and name it Class.

18 Close the Domino Administrator program.

First-time instructor workstation setup instructions

1 Install Microsoft Windows XP Professional on an NTFS partition according to the software manufacturer’s instructions. If the machine has Internet access, install the latest critical updates and service packs from www.windowsupdate.com. (You can also use Windows 2000, but the screen shots in this course were taken using Windows XP, so your screens might look somewhat different.)

2 If anti-virus software is installed on the computer, temporarily turn it off.

3 Install the Notes 7 Client according to the software manufacturer’s instructions. Accept all default settings and do the following.

a Under “Customer Information”, enter Class Instructor as the User Name, and Outlander Spices as the Organization. Under “Install this application for”, verify that “Only for me (Single User Install)” is selected. Click Next.

b Under “Ready to Install the Program”, verify that “Make Notes my default e‑mail program” is checked. Click Install.

c Under “Install Wizard Completed”, click Finish.

4 Using the lettered steps below, configure Lotus Notes 7.

a Start Lotus Notes. The Lotus Notes Client Configuration Wizard appears.

b Under “Welcome”, click Next.

c Under “User Information”, in the Your name box, enter Class Instructor and in the Domino server box, enter server1/outlander. Verify that “I want to connect to a Domino server” is checked. Click Next.

d Enter password in the Password box. Click OK.

e Under “Instant Messaging Setup”, clear “Setup instant messaging”. Click Next.

f Under “Additional Services”, choose the settings to connect to the Domino server as required by your training topology. (For a typical training center where a LAN is used, you would leave all checkboxes cleared.) Click Next.

NOTE: Depending on the choices you make under Additional Services, the configuration will proceed differently than these setup steps. Consult your Notes administrator for guidance.

g In the “Notes setup is complete!” box, click OK. The Lotus Notes program window opens and the Welcome tab is active.

h On the Welcome tab, under Lotus Notes 7 setup, click “No thanks, just give me the defaults”. The Notes 7 Welcome page is displayed.

5 Turn the anti-virus program back on, if necessary.

6 Send a message with the subject “Welcome to Notes 7 Basic” to all students. Enter a message of your choice.

7 Close Notes.

8 Create a folder called Student Data directly at the root of C: and follow the instructions in the Readme.doc file you downloaded as part of the Student Data to copy the student data files to this folder.

First-time student workstations setup instructions

1 Install Microsoft Windows XP Professional on an NTFS partition according to the software manufacturer’s instructions. If the machines have Internet access, install the latest critical updates and service packs from www.windowsupdate.com. (You can also use Windows 2000, but the graphics in this course were taken using Windows XP, so your screens might look somewhat different.)

2 Set the computer’s display properties as follows:

a Right-click on the desktop and choose Properties to open the Display Properties dialog box.

b On the Settings tab, change the Screen resolution to 1024 by 768 pixels, and set the Color quality to Highest (32 bit).

c On the Appearance tab, verify that Windows and buttons is set to Windows XP style.

d Click OK. If you’re prompted to accept the new settings, click OK and click Yes. Then, if necessary, close the Display Properties dialog box.

3 If anti-virus software is installed on the computer, temporarily turn it off.

4 Install the Notes 7 Client according to the software manufacturer’s instructions. Accept all default settings and do the following:

a Under “Customer Information”, enter Student ## as the User Name, and Outlander Spices as the Organization. Under “Install this application for”, verify that “Only for me (Single User Install)” is selected. Click Next.

b Under “Ready to Install the Program”, verify that “Make Notes my default e‑mail program” is checked. Click Install.

c Under “Install Wizard Completed”, click Finish.

5 By using the lettered steps below, configure Lotus Notes 7.

a Start Lotus Notes. The Lotus Notes Client Configuration Wizard appears.

b Under Welcome, click Next.

c Make the following entries:

· Under “User Information”, in the Your name box, enter Student ##.

· In the Domino server box, enter server1/outlander.

Then, verify that “I want to connect to a Domino server” is checked, and click Next.

d In the Password box, enter password. Click OK.

e Under “Instant Messaging Setup”, clear “Setup instant messaging”. Click Next.

NOTE: Depending on the choices you make under Additional Services, the configuration will proceed differently than these setup steps. Consult your Notes Administrator for guidance.

g In the “Notes setup is complete!” box, click OK. The Lotus Notes program window opens and the Welcome tab is active.

h On the Welcome tab, under “Lotus Notes 7 setup”, click “No thanks, just give me the defaults.” The Lotus Notes 7 Welcome page appears.

6 Close Notes.

7 Re-start the anti-virus software if necessary.

Setup instructions for every class

Every time you teach this course (including the first time), you will need to perform the following steps to set up the classroom environment.

1 It is important to start each class with clean student mailboxes and ID files. First, shut down the Domino Server. Then, using Windows Explorer, delete the student mail files and the Mail.box file from the server.

2 On the server, delete the contents of C:\Program Files\Lotus\Domino\data\Basic.

3 Copy fresh unit folders with the class database files from C:\Clean to C:\Program Files\Lotus\Domino\data\Basic on the server.

4 Copy fresh ID files from C:\Clean to C:\Program Files\Lotus\Notes\data\ids\people.

5 At each student workstation, reformat the hard drive and install Lotus Notes client again.

NOTE: If you do not perform a clean install of the Notes client, some of the activities might not work exactly as described.

6 Create a Student Data folder at the root of C: on each student workstation and copy the local data files (not the databases) to this folder.

7 Set up the Notes client on each student’s workstation to connect to the server.

Topic B: Frequently asked questions

There are no frequently asked questions for this course at this time.

Topic C: Course notes

There are no notes for this course at this time.

Topic D: Additional information

There is no additional information for this course at this time.