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Lotus Notes 8.5.1 Support


Course Aims
In this course you will learn how to:
• install and configure Notes Standard and Basic configuration clients
• configure Notes for multiple and roaming users
• troubleshoot network connectivity, Domino Server access, and database access problems
• understand and troubleshoot Notes User ID problems
• configure Notes Mail and make it easier for users to correctly address messages
• troubleshoot mail transfer and delivery problems
• solve Mail database issues, including accidental database and message deletion, reducing file size to
meet its quota, and redesigning the database
• create private views and folders
• solve and prevent document-related problems
• export data from a view and create a mail-merge output file and import data into a view to create
documents
• create simple agents to automate Notes
• configure Windows and Notes to use a modem to connect to Domino and support mobile users who use
Notes while disconnected from the network.
Pre-requisites
Course participants must:
• are proficient using Lotus Notes 8.5.xand have mastered all of the Topics in the Lotus Notes 8.5.1 User
Essentials and Lotus Notes 8.5.1 User Essentials PLUS Pack courses
• understand the principles and operation of personal computer networking using TCP/IP in
LAN/WAN/Internet environments
• have installed and supported the operating system used in this course (Windows XP Professional), as
well as applications used by those systems
• know how to configure network interface cards and modems.
Level Duration Time
Advanced 3 Days / 22.5 Hours 9:00 am to 5:30 pm

Topic 1: The Domino Client Support Landscape Scripted setup


Notes client and Domino Server Information needed when Notes starts
Clients that connect to Domino Summary: What Notes needs to access
Defining technologies Domino
Support roles in an organization Start Basic configuration from Standard
Support resources installation
Create a support database Exercise: Create Shortcut to start Basic
configuration
Topic 2: Install Notes Notes character display sizes
Installing a new Notes user Notes Standard configuration startup
Notes software installers sequence
Obtain the installer kit Notebook application
Ways to run the installers
Windows security Topic 4: Notes-Network-Domino
Offsite installation is OK Notes connectivity overview
Demonstration: Install Notes Standard Network configuration overview
configuration software Basic network connectivity
Step 1: Start the Notes Standard Operating system configuration
configuration installer Protocol-level connectivity testing
Step 2: Customer information Network statistics
Step 3: Choose directories Router paths
Step 4: Client features NotesCONNECT
Step 5: Ready to Install and set default Connection problems at startup
Internet clients Port settings in Notes
Step 6: Reboot computer Locations
Results of the installation Connection document
Step 7: Ready to start Notes Client Role of Home/Mail Server
Configuration wizard How Notes locates a Domino Server
Customized installers Trace Connections from Notes
Update Notes Software and applications Exercise: Network connectivity
Proxy and firewall servers
Topic 3: Configure Notes User connections to servers in other
Exercise: Client Configuration wizard Domino Domains
Exercise: Check Notes configuration
Setup Settings document Topic 5: Troubleshoot Notes
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Consistent Quality ● Convenience ● Customer Intimacy ● Competitive Pricing

Lotus Notes 8.5.1 Support


Notes Log Read messages
Debug variables User Preferences vs. Mail Preferences
If Notes crashes Make Notes the default mail program
Manually kill Notes Mail security
Re-run the Client Configuration wizard Exercise: Sign and encrypt message
Reconfiguration wizard User cant open Notes-encrypted message
How to back up user files
Reinstall, modify, or repair Notes Topic 9: Address Messages
Completely uninstall Notes and data files Accurate addressing
Eclipse error logging Local Contacts
Eclipse problems Contact documents
Exercise: Add contact
Topic 6: Alternative Ways to Install and Operate Recent Contacts view
Notes Public Keys for Notes message encryption
Strategy 1: Shared executable files (Basic Mailing Lists (Groups)
configuration only) Exercise: Contact and Group documents
Strategy 2: Multiple users on one computer Mobile Directory Catalog
Strategy 3: Roaming between computers Exercise: Create replica of the Mobile
Strategy 4: Data directory on a file server Directory Catalog
(Basic configuration only) LDAP Account documents
Strategy 5: Virtual desktop
Strategy 6: Switch locations Topic 10: Troubleshoot Message Transfer and
Strategy 7: Browser access to mail Delivery
Strategy 8: Notes on USB flash drive (Basic Message flow
configuration only) Exercise: Mail configuration
Transfer failures
Topic 7: Access Errors Delivery Information
Sequence of access errors Exercise: Read delivery information
Error 1: Contacts not found Delivery failures
Error 2: Wrong Notes password Delivery options
Error 3: Cant find path to server Exercise: Delivery options
Error 4: Failure to authenticate Internet mail delivery failures
Error 5: Server Error: You are not
authorized to use the server Topic 11: Manage User Mail Databases
Error 6: User cant create a new or replica Problem 1: Accidental Mail database
database on a server deletion
Error 7: You are not authorized to access Problem 2: Accidental message deletion
that database Problem 3: Exceed size quota
Error 8: User cant create a document in Help users slim down mail
database Use a shared attachment database
Error 9: User cant delete his/her own Message archiving
document Calendar Cleanup
Error 10: User accidentally deletes his/her Database compression
own document Domino Attachment and Object Service
Error 11: User cant edit or delete others Problem 4: Wrong or obsolete design
documents
Error 12: Certain custom database features Topic 12: Private Views and Folders
are not visible Why create a private view
Error 13: User cant create local replica of Security and storage
server-based database Where is my private view?
Error 14: User cant open locally encrypted View characteristics
database View restrictions
Error 15: User cant open encrypted Create a private view
document Customize private view
Exercise: Server and database access Understand the data
Notes Basic configuration: Sametime View selection options
Notes Standard configuration: Sametime Simple Search
Both Notes configurations: Sametime Conditions options
Execution Control Lists Select by formula
Time-based selections
Topic 8: Configure Notes Mail Select by document property
Message transfer protocols Selection by exclusion
Message flow Columns show data
Notes Mail configuration Column Value
User Mail database ACL Example formulas
Create a Message Column properties
Message format Column Info tab
Send Message Column Sorting tab
Deliver message to user Format tabs

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Consistent Quality ● Convenience ● Customer Intimacy ● Competitive Pricing

Lotus Notes 8.5.1 Support


Advanced tab Create a Connection using the Notes Client
Exercise: Create private view Reconfiguration Wizard
Create private folder Create a Connection from a Location
Delete private view or folder document
Location documents
Topic 13: Document Issues Common location dial modifiers in Location
Problem 1: Changing forms to read a documents
document Proxy servers and HTTP tunneling
Alternate forms One connection, multiple locations
User manually changes forms Exercise: Simulate Network Dialup
Automatically change forms configuration of connection
Potential user confusion Test your location and connection
Problem 2: Replication conflicts Prompt for time/date/phone in Location
Manual reconciliation documents
Prevent conflict documents by design Travel across time zones
Automatic document locking Phonebook database
Long term document locking Domino Passthru Servers
Document locks and mobile users Passthru topology
Exercise: Replication conflicts and Client-side Passthru configuration
document locking Server-side configuration
Problem 3: Phantom documents return Server-side security
Problem 4: Document reader lists Passthru authentication
Recover private documents Passthru logging
Exercise: Private document
Problem 5: Removing document from folder Topic 18: Prepare Notes for Mobile Use
versus deleting it What mobile users need
Problem 6: Copied and pasted documents Two ways to work remotely
Replication
Topic 14: View-Level Export and Import Create replica copy
Copy Selected as Table Make application available offline
Print calendar to document Exercise: Create replica copies and
View-level export replicate
Export to Calendar File (ICS) Setup/Desktop Settings policy documents
Export to Comma Separated Value (CSV) Choose replica to open from a Bookmark
Export to 1-2-3 file (.WK4) Replicate databases
Export to Structured Text (.TXT) Replicas and the database ACL
Export to Tabular Text (.TXT) Exercise: Replicate databases
Export Contacts Replication and Sync page
Other reporting products Database replication tasks
View-level import Call Entry/Hangup Entry tasks
Schedule task
Topic 15: Simple Agents High priority databases
Components of every agent Enable the replication schedule
Agent considerations Exercise: Scheduled replication
Agent List Force Replication and Sync page tasks
New Agent dialog box Replication settings
Add (simple) actions Easy selective replication
Document selection Local free time information
How Simple Actions operate on documents Local Free Time database
Simple Action actions Add Free Time to the Replication and Sync
Exercise: Newsletter agent page
Safe agent testing Drawbacks of disconnected schedule
Running agents locally on a schedule lookups
Replication and Sync page options
Topic 16: Notes-Modem-Domino Replication folders
Offline use Replication History
Ideal pre-configuration for user General replication troubleshooting
Ways to connect via modem
Install modem hardware Topic 19: Additional Mobile Security
Exercise: Simulate adding modem in User responsibilities
Windows XP Encrypt existing local databases
Network Dialup overview Database security and replication
Information you will need for Network Enforce consistent ACL
Dialup Replicate or copy documents ACL attribute
Notes Port settings for Network Dialup
Topic 20: Take Notes on the Road
Topic 17: Network Dialup Connection and iNotes alternative
Location Two ways to work remotely
Connection documents Before you leave the office

165 Tanjong Pagar Road #03-18 THE AMARA Singapore 088539 ● Tel: 63237911 ● Fax: 63237955 ● http:// www.comat.com.sg

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Consistent Quality ● Convenience ● Customer Intimacy ● Competitive Pricing

Lotus Notes 8.5.1 Support


Other things not to forget Keep replication times short
While you are in transit Back in transit
When you arrive at your destination When you return to the office
Replication and Sync page Exercise: Simulate travel
When you receive messages Schedule replication
When sent messages are transferred to Replication and accidental document
server deletion

165 Tanjong Pagar Road #03-18 THE AMARA Singapore 088539 ● Tel: 63237911 ● Fax: 63237955 ● http:// www.comat.com.sg

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