Lotus QuickPlace

®

Version 7.0
for Windows, AIX, Solaris, and i5/OS

Installation and Upgrade Guide

G210-1998-00

Lotus QuickPlace
®

Version 7.0
for Windows, AIX, Solaris, and i5/OS

Installation and Upgrade Guide

G210-1998-00

Note Before using this information and the product it supports. First Edition (August 2005) This edition applies to version 7. read the information in “Notices” on page 65. All rights reserved. duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. . US Government Users Restricted Rights – Use. © Copyright International Business Machines Corporation 2005.0 of IBM Lotus QuickPlace (product number L-GHUS-5Z7NQE) and to all subsequent releases and modifications until otherwise indicated in new editions.

Hiding the Work Offline link from users . . . . . New features for users . . . . . . . . . . . . . . . . . . 8 Starting Lotus QuickPlace on AIX or Solaris . . . . . . . . . . . . . . 37 . . . . /QP organizational unit certifier required for local users . . . . . . . . . . . Encypting offline places . . . 11 Installing and configuring a Domino server for Lotus QuickPlace . . . . . . . . .Contents Chapter 1 Getting Started . . . . . . . . . . . . Step 3: Verify that places are enabled for awareness and instant messaging . . . . . . . Distinguished names that don’t follow the Domino naming convention require translation . . . . Step 2: Specify the Lotus Sametime server for Lotus QuickPlace to use . . . . . . . . 7 Installing Lotus QuickPlace on Windows . . Setting up Lotus Sametime awareness and instant messaging . . . Connecting Lotus QuickPlace to a user directory . . . . Step 3: Configure the qpconfig. . . . . . . . . . 7 Lotus QuickPlace Installation . . . . . . New features for developers . . . . . Table of expressions . . . . . . . . . . . .1 47 iii . . . . .0 . . . . . . . . . . . . . . . . . . 47 New features for administrators in release 6. . . Separate organizational unit certifier recommended for external users within the same organization as the server . . . To configure an IBM Network Dispatcher cluster environment . Offline setup FAQs . . . 41 . . . Step 1: Configure a user for Lotus Sametime integration . 10 Installing on IBM i5/OS . . 37 Lotus Sametime integration planning . . . . . . . . 39 . 1 What’s new in Lotus QuickPlace 7. . . . . . . . . . . . 16 Starting Lotus QuickPlace on i5/OS . . . . Setting up Lotus Sametime Web conferencing . . . . . . . . . Certifier IDs for authenticating offline users . . . . . . . . . . . . . . . . . . . . 11 Preparing your TCP/IP configuration . . Separate Security Policy documents required for local and external users . . . . . . . . . . . . LDAP distinguished name translation for offline use How to configure translation . . . . . . Step 4: Specify the Lotus Sametime server for Lotus QuickPlace to use . . . . . . . . . 10 Lotus QuickPlace and Domino compatibility on i5/OS . . . . . To configure a Sun Java System Portal Server environment . . . . . . . . . . . . Using Lotus QuickPlace sign in passwords for offline use . . . . . . . . . . . . . Example of translating names that contain the dc attribute . . . . . . . . . 19 Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime . . . . 45 . . . . . .0 New features for administrators . . Certifiers authenticate one level down . . . . . . . . To use an alternate Web server for Domino Off-Line Services downloads . . 17 Adding Lotus QuickPlace to the Domino server 18 Running multiple QuickPlace servers on i5/OS 18 Removing QuickPlace from a Domino server on i5/OS . . Configuring Lotus QuickPlace for offline in different environments . 8 Installing Lotus QuickPlace on AIX or Solaris . . . . . . . . . and Windows . . . . . . . . . . . . . . . . . . New organization certifier required for external users in a different organization from the server. . . . . . . 42 . . . . . . . .1 . . . . . . 2005 21 21 21 22 23 23 23 23 23 24 24 24 25 Chapter 5 Upgrading to Lotus QuickPlace 7. Translating LDAP distinguished names for offline use . . . . . . Creating an organizational unit certifier for external users. . Additional documentation . . . . . . . 41 . . . . . . . . . . . . . 14 Pre-accepting the Lotus QuickPlace software agreements . . 44 . . 47 Upgrading and new features in Lotus QuickPlace 7. . . .0 . . . . . 37 . . . . . . . . 1 1 3 4 4 5 Creating a /QP organizational unit certifier for local users . . Creating an Offline Security Policy document . . . . . . . 45 Chapter 3 Setting Up Lotus QuickPlace for Offline Use . . . . . . . . Configuring the servers for Lotus Sametime integration . . . . . . . 15 Installing Lotus QuickPlace on i5/OS . . . . . . . . .5. . . To configure a Netegrity SiteMinder environment To configure a passthru server environment . . . . 7 Starting Lotus QuickPlace on Windows . . . . . . . . . . . . Step 2: Copy required files . . . . . . . . . . . . . . . . . . . . . . . . 21 Setting up Lotus QuickPlace for offline use . . . . . .5. . . . . . . 47 Features introduced in Lotus QuickPlace 6. . . . . . . .xml file . . . . . Enabling Domino Off-Line Services on AIX. . . . . . . . . © Copyright IBM Corp. Additional resources for i5/OS . . 42 . . 41 . . . Creating an organization certifier for external users in a different organization . . . . . . . . . . . . . . . Enabling Domino Off-Line Services on i5/OS . . 26 27 28 28 29 30 30 31 31 32 32 32 33 33 33 34 34 Chapter 2 Installing Lotus QuickPlace . . . . . Solaris. . . Step 5: Verify that place members can schedule Web conferences . . . 16 Troubleshooting Lotus QuickPlace installation on i5/OS . 40 . . Step 1: Copy the required Java files from the Lotus Sametime Java Toolkit: . . . . . . .

. Lotus QuickPlace 7. . . . . . . . . . . Upgrading the server to Lotus QuickPlace 7. . . . . . . . . . . . . . . . 65 Trademarks . . . . . New My Places settings .1 . 47 47 48 48 48 48 48 48 48 49 49 50 50 54 54 Unregistering and re-registering places with the PlaceCatalog . Upgrading Lotus QuickPlace servers in a cluster Backing up places and PlaceTypes . . . Updating Lotus Sametime integration features . . . . .Expanded membership feature . . New setting for disabling browser page caching New features for users in release 6.0 . . . . . . . . .0 upgrade process . . Updated pages show last editor . . . . . . . . . . . . . . . . . . . . . . . . New security features . . . . . . . . . . . . . . . . . 63 Notices . Performance enhancements . .5. . . . . If your server uses more than two OU levels . . . . 56 57 57 57 Appendix A Configuring the Domino Server for Local Users . . . . . . . . . . . . . . . 63 . Upgrading Lotus QuickPlace in a non-clustered environment . . . . 63 Domino certifier requirements for local users . . . . . . . . . . . . . . . . . . 67 iv QuickPlace Installation and Upgrade Guide . . . . . . . Clearing the browser cache on offline clients . Support for importing and publishing Office 2003 documents. . . . . 66 Index . . . Upgrading the design of databases on the server Upgrading places and PlaceTypes . Upgrading the on-disk structure of places . . . . .

Domino management of user directory lookups You can optionally set up the Domino server on which Lotus QuickPlace runs to manage the lookups to a user directory. you can make this change at any time. X.0 the product name reverts to Lotus QuickPlace from Lotus Team Workplace. see the IBM Lotus QuickPlace Administrator’s Guide. If you upgrade from an earlier version of Lotus QuickPlace. See the following topics for descriptions of new features for administrators. If you want to switch Domino management of user directory lookups. This guide describes how to install IBM® Lotus® QuickPlace® 7. and how to upgrade from a previous version to Lotus QuickPlace 7. 2005 1 . discussions. and IBM® i5/OS™ operating systems. Using this optional user directory configuration. for example. You install Lotus QuickPlace on an IBM® Lotus® Domino® server. IBM® AIX®. Improved error logging and debugging Lotus QuickPlace 7. This guide uses the name Lotus QuickPlace when referring to all versions. What’s new in Lotus QuickPlace 7. including version 6. New features for administrators The following features are new for administrators. For more information on this new supported configuration. CAUTION: Once you have switched to Domino management of user directory lookups.1.0 provides the following error logging and debugging enhancements.0 In Lotus QuickPlace 7.0. Teams can use Lotus QuickPlace to store project-related resources (such as files. © Copyright IBM Corp. the upgrade process preserves the existing external LDAP directory connection managed by Lotus QuickPlace. multiple directories accessed through Domino directory assistance. Sun Solaris.Chapter 1 Getting Started IBM® Lotus® QuickPlace® is a self-service Web tool for team collaboration.5.5. and schedules) in a common place that every team member can access for the latest project information.1. you can take advantage of Domino user authentication and directory features within Lotus QuickPlace. the name used in version 6. users.0. and Internet Site documents.509 certificate authentication. and developers in Lotus QuickPlace 7. reverting back to the Lotus QuickPlace management of LDAP directory lookups is not supported.0 on the Microsoft® Windows®. This guide also describes how to set up Lotus QuickPlace for offline use using Domino Off-Line Services. how to set up Lotus QuickPlace to work with IBM® Lotus® Sametime®.

v The new server notes.″ v The new server notes.xml file. The command 2 QuickPlace Installation and Upgrade Guide . v Additional messages have been added for a number of existing logging settings.xml file that remain are place_links. Use this setting on a temporary basis to help IBM Support troubleshoot a client-side problem. There is new column sorting capability in the My Places user interface that can serve as a substitute for some of the filtering settings previously configured through the qpconfig.1 to improve performance are no longer needed and used in Lotus QuickPlace 7. This setting is useful primarily as a first step toward isolating user authentication problems or problems related to the interaction between Lotus QuickPlace and Domino. Improved My Places performance The performance of the My Places feature has significantly improved. Offline place encryption is similar to IBM® Lotus® Notes® database encryption. Some of the My Places URL parameters continue to be supported. Ability to define additional fonts for graphic text You can use the new QPTool command addgraphicfont to make additional fonts available for use in graphic text in pages. v The new server notes.xml file to enable offline users to sign into offline places using the same password they use to sign in to Lotus QuickPlace. see the the chapter ″Setting Up Lotus QuickPlace for Offline Use″ in this guide. and sidebar items.ini file setting QuickPlaceHTTPInterfaceLogging=<level> logs the interaction between Lotus QuickPlace and the Domino HTTP server during the processing of a URL.ini file setting $h_ClientDebugConsole=<level> displays a console log on all clients that access the server. Encryption of offline databases You can use the new encryption setting in the offline section of the qpconfig.0.ini file setting h_ExceptionDetail=1 adds the source code name and line number from which errors and warnings are generated to the error and warning messages that the server sends to the browser. If you do not use this setting to enable encryption of all offline places. see the IBM Lotus QuickPlace Administrator’s Guide. For more information. The My Places filtering settings in the qpconfig. v Additional logging settings have been documented. managers of places can enable the feature for specific places. Use this setting on a temporary basis to help IBM Support troubleshoot a problem.xml file introduced in version 3. The only My Places settings in the qpconfig. Use of sign in passwords for offline databases You can use the new use_login_passwords setting in the offline section of the qpconfig. used to open places in a new browser window. used to use a custom portal application for My Places. ″Unable to process your request at this time. managers of places can enable encryption for specific places.xml file to encrypt all places that are taken offline. For more information. rather than the general Lotus QuickPlace message. v The new server notes.ini file setting $h_Debug=1 enables the browser to display detailed messages about JavaScript™ errors that occur on the client.0. and place_ui. see the chapter ″Setting Up Lotus QuickPlace for Offline Use″ in this guide. If administrators do not enable this setting. logos. For more information.

If you use any of the new Chapter 1 Getting Started 3 . an editor can create. even if access has been restricted by the document author. editor access. edit.5.0 supports. Anonymous users -. Earlier versions of Lotus QuickPlace used a different cookie for storing time zone information.are assigned the Anonymous level of access. an editor may not edit a Task page unless the editor is specifically granted access by the creator of the page when the page is published. and delete documents. Task pages are an exception. author or editor access. The installing and managing guide and the Readme files specifically for iSeries no longer exist for Lotus QuickPlace 7. Anonymous can have only reader access. Domino time zone support Users can set time zone preferences for places on a server using the same cookie that Domino uses.0 New product ID for i5/OS The product ID on i5/OS for Lotus QuickPlace 7. folders could contain only documents. unless the document author has restricted access.0 uses the underlying time zone configuration of the Domino server on which it runs. For version 6. and reader access. i5/OS documentation The Lotus QuickPlace Administrator’s Guide. For more information. You specify these two access levels by adding Anonymous and Default as place members.0 is 5724J24. New features for users The following features are new for users. see the Help. You can make a font unavailable by using the removegraphicfont command. Like an author. Access control changes Earlier versions of Lotus QuickPlace supported manager. Now folders can contain other folders (subfolders). Lotus QuickPlace 7. in addition. the Lotus QuickPlace Installation and Upgrade Guide. Nested folders In previous versions of Lotus QuickPlace. author. the Lotus QuickPlace Developer’s Guide. Authenticated non-members are assigned the Default access level. and the Lotus QuickPlace Release Notes now incorporate information for iSeries (i5/OS) administrators.can make any font that is already installed in the server’s operating system fonts directory available for use in graphic text. Unlike an author. Domino time zone support Lotus QuickPlace 7.1 it was 5733LQP. whereas Default can have reader.users who are not members of a place through individual or group membership and who access places without authenticating -. instead of the Default level. For more information on these features. see the Lotus QuickPlace Administrator’s Guide. Access control in Lotus QuickPlace has been changed in the following ways to be more like Domino access control: v Managers can edit and delete all documents in a place. v Default and Anonymous users are now assigned distinct levels of access to a place. an editor can also edit and delete documents created by others.

so it is more readable by Lotus QuickPlace developers. Support for Mozilla Firefox Lotus QuickPlace now supports the Mozilla Firefox browser. If you use any of the themes previously available in Lotus QuickPlace. These features help you to navigate the hierarchical structure of folders and documents. Under ″Documentation Links. Support for Safari on Mac OS-X Lotus QuickPlace 7. name. IBM Lotus QuickPlace Administrator’s Guide -. last modified date. the performance was poor if a user belonged to a large number of places. security. including how to configure a user directory. and other features.com/ldd/doc.0 now supports the Safari browser on Mac OS-X. you can access these subfolders through the folder list. and the places may be sorted by any of the columns (size. In addition. New themes with expandable table of contents Lotus QuickPlace includes new themes named ″Organized″ and ″Modern Plus″ that enable users to expand and collapse folders and subfolders in the Lotus QuickPlace table of contents. Improved My Places In earlier versions of Lotus QuickPlace. Offline passwords Users can now use their Lotus QuickPlace sign in passwords for offline places. and how to use QPTool commands for administration.″ and then click the appropriate product. the Place Catalog. while a place manager can set the encryption for a specific place. This documentation is available on the Web at http://www.Describes how to administer Lotus QuickPlace. Users are no longer required to set or remember a password for each offline place to which they belong. v The HTML and JavaScript that the server provides to the browser is no longer encoded. a Last Update column has been added. or title).″ click ″by product.lotus. Offline encryption Offline Lotus QuickPlaces can be encrypted whenever an offline place is created or synchronized. title.themes. when a user displayed the places of which he or she was a member.0. the performance has improved. you can access these subfolders through the table of contents. Document types in folders Each document listed in a folder displays an icon in the type column that represents the document type. New features for developers The following features are new for developers: v Additional customizable components are available for use in theme layouts. PlaceTypes. In Lotus QuickPlace 7. as well as view a room’s organization. 4 QuickPlace Installation and Upgrade Guide . An administrator can set the encryption server-wide. Additional documentation Refer to the following documentation in addition to this guide. clustering. last updated date.

Describes system requirements.com/products/qplace. troubleshooting tips. review the Lotus Sametime for i5/OS Web site at http://www. and documentation updates for Lotus Notes. and administer Lotus Domino. Domino Designer®. and documentation updates for Lotus QuickPlace. and Domino Designer Release Notes -.html v The Lotus book Installing and Managing Domino for i5/OS has details on setting up and managing Domino servers. new features and enhancements. how to automate tasks with PlaceBots. Domino.com/eserver/iseries/sametime Chapter 1 Getting Started 5 . and describes how to create and customize place objects.Describes software requirements. It includes instructions on how to verify that TCP/IP is set up and running on your server.com/eserver/iseries/quickplace v The Lotus QuickPlace Web site at http://www. IBM Lotus Sametime Installation Guide -. IBM Lotus QuickPlace Release Notes -.Describes how to install. The IBM eServer iSeries Information Center is available on the Web at http://publib.ibm.IBM Lotus QuickPlace Developer’s Guide -. It also has a basic introduction to i5/OS for new users. and how to customize the look and layout of a place. setting up. IBM Lotus Notes.nsf v The IBM eServer iSeries Information Center has details about installing. IBM Lotus Domino Administrator Help -. how to access the Java™ API using XML. You can view or download this book and the latest release notes from the Lotus developerWorks Documentation Library at http://www.Describes the Lotus QuickPlace design architecture.ibm.lotus.ibm.″ i5/OS users may find the following helpful: v The Lotus QuickPlace for i5/OS Web site at http://www. and using TCP/IP. Additional resources for i5/OS In addition to the resources listed in the topic ″Additional documentation. You must install Lotus Sametime if you want to integrate Lotus Sametime features with Lotus QuickPlace. configure. It also includes an overview of Client Access Express and iSeries Navigator.ibm. workarounds for known problems. support for backward compatibility with earlier versions.com/eserver/iseries/domino v If you plan to also use Lotus Sametime.com/pubs/html/as400/infocenter.com/lotus/ldd/doc You can find other Domino for i5/OS information on the IBM Domino for i5/OS Web site at http://www.Describes how to install Lotus Sametime on each supported platform.ibm.boulder. and Lotus Domino. new features.

6 QuickPlace Installation and Upgrade Guide .

If you are installing Lotus QuickPlace from a network drive. v During Domino Server Setup. If you are upgrading an existing Lotus QuickPlace installation. and Domino Designer Release Notes. 2005 7 .lotus. Stop any other Windows programs that are running. you must configure the server for TCP/IP using IP aliasing.com/ldd/doc. see Domino Administrator Help.0 for the first time on the Windows. © Copyright IBM Corp. You install Lotus QuickPlace on a Domino server. click Accept. see the chapter ″Upgrading to Lotus QuickPlace 7. and then install Lotus QuickPlace on the partitioned servers. see Domino Administrator Help. Lotus QuickPlace Installation Lotus QuickPlace is a self-service Web tool for team collaboration. which Lotus QuickPlace requires. AIX. 2. 9.0 at www. Stop the Domino server if it is running. If you do. click Next. 8. This chapter describes how to install Lotus QuickPlace 7. and if they are correct. 6. and for system requirements and additional installation information. In the Software License Agreement window.0. choose to install HTTP services. Teams can use Lotus QuickPlace to store project-related resources (such as files. click Next to begin the installation. and then click Next. v During Domino installation choose to install the Enterprise server. select the directory that holds the Domino program files. 3. 7.com/ldd/doc for system requirements and other important Lotus QuickPlace installation information.″ Installing Lotus QuickPlace on Windows Follow these steps to install Lotus QuickPlace 7. discussions. If you are upgrading an existing Lotus QuickPlace installation. In the Choose Destination Location window.Chapter 2 Installing Lotus QuickPlace This chapter describes how to install IBM® Lotus® QuickPlace® 7. and i5/OS operating systems. v You can choose to install partitioned Domino servers.0 on the Windows system and run the Domino Server Setup program. In the Welcome window.lotus. Double-click the Setup. Both pieces of documentation are available on the Web at http://www. Insert and start the Lotus QuickPlace installation CD. In the Start Copying Files window.0. navigate to the directory that contains the Lotus QuickPlace installation kit. see the chapter ″Upgrading to Lotus QuickPlace 7.0 on a Windows system for the first time. 5.″ 1. For more information on configuring the server for TCP/IP. Domino.0. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace version 7. 10. and not port mapping. and schedules) in a common place where everyone can access the latest information. Sun Solaris. For instructions. Install Domino 7. 4. review the directory path names that are displayed.exe file. see the Lotus Notes.

In the Congratulations dialog box. and to specify other settings. 15. Follow the steps for setting up single sign-on authentication described in the chapter ″Setting Up Security″ in the Lotus QuickPlace Administrator’s Guide. Stop the Domino server. see the Lotus QuickPlace Administrator’s Guide. type the user name and password for the first Lotus QuickPlace server administrator. enter: http://serverone. 4. After installation is complete. Start the Domino server. click Next in the QuickPlace Server Configuration window that opens automatically. v Click the Lotus Domino Server icon on the Windows desktop. and gives other users access to create places or administer the server.″ 1. Note that after you enable ″Session authentication″ in the Server document in the Domino Directory. see the Lotus QuickPlace Administrator’s Guide. to connect to a user directory. To start the Domino server on Windows: v Click Start .11.nsf database as described in the guide. 3.acme. This administrator is a local user who signs in to Lotus QuickPlace to configure Lotus QuickPlace server settings. you will not be able to sign in as the Lotus QuickPlace server administrator specified during installation. In the Specify name and password window.Programs . For more information on connecting to a user directory.com/ldd/doc for system requirements and other important installation information. 8 QuickPlace Installation and Upgrade Guide . For example. you must also create a mapping form in the domcfg. a. b. see the chapter ″Upgrading to Lotus QuickPlace 7. c. and then click Next. 14.lotus. Continue to the topic ″Starting Lotus QuickPlace on Windows. If you are upgrading an existing Lotus QuickPlace installation. For more information on specifying server settings. ignore this step.″ Starting Lotus QuickPlace on Windows Start Lotus QuickPlace by starting the Domino server on which it is installed. Click Server Settings in the table of contents to specify security settings.0 on an AIX or Solaris system for the first time.com/QuickPlace 2. Type a name that is not used in a user directory that you will use with Lotus QuickPlace. To sign in to Lotus QuickPlace To sign in to Lotus QuickPlace as the administrator specified during installation: 1. 12. Do not skip this step. Installing Lotus QuickPlace on AIX or Solaris Follow these steps to install Lotus QuickPlace 7. If the mapping form does not exist when you start Lotus QuickPlace. peform the following steps to confirm that it is set up correctly to work with Lotus QuickPlace. If single sign-on is not enabled. and then click OK. If multi-server session-based authentication (single sign-on) is enabled on the Domino server.Lotus Domino Server. Click Sign In.0. Open a browser and enter the server’s host name appended by /QuickPlace.Lotus Applications .0 at www. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace 7. Type the Lotus QuickPlace administrator user name and password specified during installation. click Finish. 13.

When you have read the agreement. v You can choose to install partitioned Domino servers. Stop the Domino server.lotus. You must install the Lotus QuickPlace program files to the directory that holds the Domino program files. Type a name that is not used in a user directory that you will use with Lotus QuickPlace./install 7. v During Domino Server Setup. This must be the same group that owns the Domino server files. Specify the UNIX® user who will own the Lotus QuickPlace server files. Enter this command to start the Lotus QuickPlace installation: . 9 . press Enter to accept the change and continue with the installation. For example: Installation type: New Install Program directory: /opt/ibm/lotus Data directory: /local/notesdata UNIX user: UNIX user Chapter 2 Installing Lotus QuickPlace 9. Install Domino 7. see Domino Administrator Help available on the Web at http://www. To change a default. 5. 8. Specify the Domino data directory as the directory where the Lotus QuickPlace data files will be installed. 12. The default Domino program directory is opt/ibm/lotus. and then install Lotus QuickPlace on the partitioned servers. Note: Many of the following steps require that you accept a default or type a new value. Specify the Domino program directory as the directory where the Lotus QuickPlace program files will be installed. v During Domino installation choose to install the Enterprise server. Navigate to the directory that contains the Lotus QuickPlace installation kit. For more information on configuring the server for TCP/IP. choose to install HTTP services. This administrator is a local user that signs in to Lotus QuickPlace to configure Lotus QuickPlace server settings.2. press Enter and type a new value. press 1 to accept the agreement and continue with the installation. Press TAB to continue. 11. which Lotus QuickPlace requires. When prompted.″ press TAB to review your installation settings. Press Enter to continue. Open a terminal window and log in to the server as a root user.0 on the AIX or Solaris system and then run the Domino Server Setup program. For instructions. If you do.com/ldd/doc. After you enter a new setting. not Port Mapping. 4. Specify the UNIX group that will own the Lotus QuickPlace server files. The default Domino data directory is /local/notesdata. This must be the same user who owns the Domino server files. 3. you must configure the server for TCP/IP using IP Aliasing. You must install the Lotus QuickPlace data files into the directory that holds the Domino data files. 10. Press TAB to continue. 6. When the installation program displays ″Configuration of the Install program is complete. Type the name and password of the first Lotus QuickPlace administrator. 14. The UNIX user specified in the previous step must be a member of this group. type the number that corresponds to the language in which you prefer to read the Lotus Software Agreement. see Domino Administrator Help. and to give other users the access to create places or administer the server. and then press Enter again to display the license agreement. 13.

if you used the default Domino program directory. peform the following steps to confirm that it is set up correctly to work with Lotus QuickPlace. Press TAB to install Lotus QuickPlace.0.″ To install Lotus QuickPlace on i5/OS. Open a browser and enter the server’s host name appended by /QuickPlace. 17. Start the Domino server. If multi-server session-based authentication (single sign-on) is enabled on the Domino server. perform the following steps: 1. a. Stop the Domino server. complete the following tasks: v Prepare your TCPIP connection v Install and configure a Domino server for Lotus QuickPlace v Pre-accept the Lotus QuickPlace software agreements 10 QuickPlace Installation and Upgrade Guide .″ Starting Lotus QuickPlace on AIX or Solaris Start Lotus QuickPlace by starting the Domino server on which it is installed. Log in as the UNIX user specified during the Lotus QuickPlace installation. enter: /opt/ibm/lotus/bin/server To sign in to Lotus QuickPlace To sign in to Lotus QuickPlace as the administrator specified during installation. 3. enter: http://serverone. and to configure other settings. 3. If the mapping form does not exist when you start Lotus QuickPlace. 4.acme.UNIX group: UNIX group 15. Installing on IBM i5/OS Follow the instructions in this section if you are performing a new installation of Lotus QuickPlace on IBM i5/OS. Follow the steps for setting up single sign-on authentication described in the chapter ″Setting Up Security″ in the Lotus QuickPlace Administrator’s Guide. Type the Lotus QuickPlace administrator user name and password specified during installation. you will not be able to sign in as the Lotus QuickPlace server administrator specified during installation. Continue to the topic ″Starting Lotus QuickPlace on AIX or Solaris. see ″Upgrading to Lotus QuickPlace 7. c. to connect to a user directory. you must also create a mapping form in the domcfg. Enter the following command to start the Domino and Lotus QuickPlace servers: <Domino program directory>/bin/server For example. Click Server Settings in the table of contents to configure security settings. and then click OK. see the Lotus QuickPlace Administrator’s Guide. Click Sign In. Navigate to the Domino data directory. Note that after you enable ″Session authentication″ in the Server document in the Domino Directory.nsf database as described in the guide. perform the following steps: 1. Do not skip this step. To start the Domino server on AIX or Solaris. If you are upgrading an existing Lotus QuickPlace server.com/QuickPlace 2. 2. For more information on configuring Server Settings. For example. 16. b.

″ v Lotus QuickPlace must use the Domino HTTP server (the Domino HTTP server task).com/eserver/iseries/quickplace v You must install Domino and Lotus QuickPlace on the same system. v If you have an earlier version of Lotus QuickPlace installed on the i5/OS platform. Complete the following steps. Lotus QuickPlace uses the QNOTES user profile and the locale settings that are associated with the Domino server. the IBM HTTP server can be running on your system for other applications. Ensure that the new host names are also added to your Domain Name Server (DNS). upgrade to Domino 7. if needed.txt file included on the Lotus QuickPlace Language Pack CD. Follow the instructions in the topic ″Verifying the configuration of IBM HTTP Server″ to ensure you do not encounter TCP/IP port conflicts between the Lotus QuickPlace server and the IBM HTTP server. and Solaris. On the i5/OS platform. see the chapter ″Upgrading to Lotus QuickPlace 7. As a result. v On the i5/OS platform. you must remove the Lotus QuickPlace product. This includes the following considerations: v Lotus QuickPlace 7 requires Domino 7. For more information on upgrading. AIX. Preparing your TCP/IP configuration Your system must have enough TCP/IP addresses defined so that you can that you can assign at least one for the exclusive use of each of the following servers: v Your Lotus QuickPlace server v Each Domino server v Each Sametime server v Each instance of IBM HTTP Server running on your system Each of these servers must use a unique host name or TCP/IP address to avoid port conflicts between the servers. when you add Lotus QuickPlace to a Domino server. there are language considerations for Lotus QuickPlace.ibm. Contact your network administrator to assign additional TCP/IP addresses and host names. and then install Lotus QuickPlace 7. Lotus QuickPlace will not work with the IBM HTTP server. For more information. After the Domino server is set up. go to http://www. Lotus QuickPlace and Domino share the QNOTES user profile and locale objects. as appropriate for your system: Chapter 2 Installing Lotus QuickPlace 11 . that will be used by the server. see the Readme. and the software versions of the two products must be compatible.v Install Lotus QuickPlace v Add Lotus QuickPlace to a Domino server v Start the Domino server and access Lotus QuickPlace Lotus QuickPlace and Domino compatibility on i5/OS Lotus Domino must be installed on the same system as Lotus QuickPlace. Do not attempt to use Domino port mapping. such as date and time separators. Removing an existing Lotus QuickPlace installation is not required for Windows. The QNOTES user profile has a locale object associated with it that identifies some of the language dependent settings. Install Domino first and then install Lotus QuickPlace. you can install Lotus QuickPlace and then install the files for your preferred language from the Lotus QuickPlace Language Pack. For the latest information about compatibility between Team Workplace and Domino releases on i5/OS.

Follow the wizard’s instructions to configure the TCP/IP interface. Click Network. Select the HTTP tab. For example. 5. In the Bind to host name field. enter a unique TCP/IP address or TCP/IP host name of your Domino server. Right-click Interfaces and select New Interface.2. Open the Host Table. Installing and Managing Domino 7 for i5/OS (i400help. 5. 4. enter the fully qualified name for the Domino server where you will add Lotus QuickPlace. v Click Network. v Right-click TCP/IP Configuration and select Properties. 6. Open the system where you will add Lotus QuickPlace. click Help. In the IP Address field enter the TCP/IP address you have chosen to use for your Lotus QuickPlace server. 4. 6. Verifying the configuration of other Domino servers Complete the following steps for each Domino server on your system: 1. Restart the Domino server to make any changes take effect. 3.pdf). For more information on unique Domino host names and the Bind to host name option. 2.1.4. v On the TCP/IP Configuration properties display. Select Local Area Network. follow these steps: 1. Click Add. 3. select Enabled. If you need assistance in any window of the wizard. 7. click the Host Table tab. Click OK to exit the TCP/IP Configuration Properties window. 2. In the Host name(s) field.acme. Optional: enter a description in the Description field. follow these steps to add the interface to your system: 1. 4. v Open the system where you plan to install Lotus QuickPlace. Click TCP/IP Configuration. 2. For example. Open the Server document of the Domino server. In the Host name field.v v v v v Add TCP/IP interface and host name Verify TCP/IP configuration of other Domino servers Verify TCP/IP configuration of Sametime servers Verify TCP/IP configuration of IBM Directory Server (LDAP) Verify TCP/IP configuration of IBM HTTP Server (powered by Apache) Adding a TCP/IP interface and host name If your network administrator has assigned an additional TCP/IP interface for your use. Click OK to add the entry to your server’s host table. 5. Open iSeries Navigator. This book is available on the Web at 12 QuickPlace Installation and Upgrade Guide . v Open iSeries Navigator.com. enter 10. enter twpserver. 3. see the Lotus book. 6. Select Internet Protocols. 7. To add a host table entry for the TCP/IP interface: To add a host table entry for the TCP/IP interface you plan to use for your Lotus QuickPlace server.

Click Servers. 3. 9. From the list on the right. follow these steps: 1. This book is available on the Web at http://www-10. If you do not plan to use IBM Directory Server (LDAP) on the same system: If you are not planning to use IBM Directory Server (LDAP) on the same system as your Lotus QuickPlace server. 7. v Click TCP/IP. Click IP Addresses. 2. Open iSeries Navigator and open your system. Click Network. Verifying the configuration of IBM HTTP Server (powered by Apache) Your Lotus QuickPlace server will use the Domino HTTP server. Click Servers.IP Addresses page.com/ldd/doc Verifying the configuration of Sametime servers See the document Installing and Managing IBM Lotus Sametime 7 for i5/OS for information about properly configuring your Sametime server to use a unique host name and TCP/IP address. 5. v Open the system where you plan to install Lotus QuickPlace. To change the IBM HTTP Server (powered by Apache) settings. 10.com/ldd/doc Verifying the configuration of IBM Directory Server (LDAP) To verify the configuration of IBM Directory Server (LDAP). right-click Directory and select Stop. then you must verify that each instance of the IBM HTTP Server (powered by Apache) is bound to a specific TCP/IP address. complete these steps to force the IBM Directory Server to use a specific IP address: 1. 4. v Click Servers. Select Use selected IP addresses and specify from the list which interfaces you want to bind. It is possible that you may have already configured IBM HTTP Server (powered by Apache) on your system for other applications.lotus. 2. Click the Network tab. 5.lotus. Open iSeries Navigator and open your system. 4.. you should disable it by completing these steps: 1. 6. If so. Click OK to close the Directory Properties page. right-click Directory and select Properties. Click OK to close the Directory . Click TCP/IP. v Open iSeries Navigator. Click Network. 8.http://www-10. From the list on the right. stop it. v Click Network.. If the IBM HTTP server is currently running. Click TCP/IP. follow the procedure appropriate for your environment. Chapter 2 Installing Lotus QuickPlace 13 . 3. If you plan to use IBM Directory Server (LDAP) on the same system: If you are planning to use it.

v In the right pane. 2. right-click HTTP Administration and select Stop Instance-->All. see Installing and Managing Domino for i5/OS. click Apply to save your changes.com/eserver/iseries/infocenter Installing and configuring a Domino server for Lotus QuickPlace Before installing Lotus QuickPlace. v If one of the rows in the table has an asterisk (*) in the IP Address column. find the IP address and port table in the section called Server IP address and ports to listen on. v Enter the following URL: http://mysystem:2001 where mysystem is the name of your system. see the IBM eServer iSeries Information Center at http://www. or select the particular server instances you would like to start. v Click Servers. v In the right pane. Start the HTTP Administration server. v In the right pane. 14 QuickPlace Installation and Upgrade Guide . v When finished updating the server IP address table. For complete instructions on configuring a Domino server. v Click Servers. select General Server Configuration. v In the right pane. v Click TCP/IP. and complete the following items for each configured instance of the IBM HTTP server.ibm. Select that row. then the server is listening on all IP addresses. right-click HTTP Administration and select Start. v Start your Web browser. restart the HTTP servers. Open the IBM HTTP server configurations page. For more information on managing IBM HTTP server. Select a configuration from the menu at the top of the screen. When each instance of the IBM HTTP server is configured to use a specific IP address. 5. v Click IBM Web Administration for iSeries. 3. v Click TCP/IP. right-click HTTP Administration and select either Start Instance-->All. v Open the system where you plan to install Lotus QuickPlace. v Click Network. v Select the Manage tab. you must install Domino 7 and configure it for Lotus QuickPlace. v Select the HTTP Servers tab. v Open iSeries Navigator. v Click Network. Replace the asterisk (*) with the IP address for this server and click Continue. v From the list on the left pane. 4.

(X G) The Lotus QuickPlace software agreements have already been restored. Insert the Lotus QuickPlace CD into the optical drive of your system.Your Domino server must be bound to the IP address prepared for use with Lotus QuickPlace. select option 5 (Prepare for install) and press Enter. Select option 5 to display the messages in the QSYSOPR message queue. Enter the following command on an i5/OS command line: GO LICPGM The Work with Licensed Programs display appears. Type 1 in the option field next to Work with software agreements. 1. Enter the following command on an i5/OS command line: wrkmsgq qsysopr b. c. 6. The Prepare for Install display appears. the following message is displayed: Waiting for reply to message on message queue QSYSOPR. v Select the HTTP tab. insert the Chapter 2 Installing Lotus QuickPlace 15 . 4. Locate the following message in the queue: Load the next volume in optical device OPT01. v In the Bind to host name field. the installation process will restore the product to the system. If you do not pre-accept the software agreements. For more information.″ To bind the Domino server to the IP address set aside for Lotus QuickPlace. To view and respond to the message from another session: a. v Restart the Domino server to make any changes take effect. For the Device parameter. follow these steps: v Open the Server document of the Domino server. v Select Internet Protocols. If you want to restore more software agreements from another CD. v In the Host name(s) field. From the Work with Licensed Programs (LICPGM) menu. Only licensed programs that are not yet installed appear on this display. When the Work with Software Agreements display appears. enter the TCP/IP address set aside for Lotus QuickPlace. specify the name of your optical drive. For example. Press Enter to restore the QuickPlace software agreements to the system. Pre-accepting the Lotus QuickPlace software agreements It is highly recommended that you display and accept the Lotus QuickPlace software agreements before installing Lotus QuickPlace. see ″Preparing your TCP/IP connection. Press Enter. 3. you see all IBM licensed programs that require software agreement acceptance and whether the agreement has been accepted. select Enabled. 2. You can sign on to another session to respond to the message or ask the system operator to respond. Press F22 (shift-F10) to restore the Software Agreements from the Lotus QuickPlace CD. but then stop and wait for you to accept the agreements before completing the installation. 5. The software agreements for Lotus QuickPlace will not appear in the list until you restore them from the CD in a later step. Once the Software agreements are restored from the QuickPlace CD. OPT01.

next CD and respond with G. On the LODRUN display. Sign on to your system with a user profile that has the required authority. type a 1 beside the Lotus QuickPlace product option and press Enter to begin the installation. The Work with software agreements display should now include an entry for Lotus QuickPlace: Licensed Program 5724J24. Insert the Lotus QuickPlace for i5/OS CD-ROM in your optical drive. see Chapter 5 ″Upgrading from a previous version of Lotus QuickPlace. In the Directory field. 5. Verify that your system meets all of the Lotus QuickPlace server requirements documented in the IBM Lotus QuickPlace 7 Release Notes. On any i5/OS command line. The system loads the Lotus QuickPlace programs to the appropriate system libraries and /QIBM directories. type the following value in the Device field and press Enter: *opt 7. you should install the Lotus QuickPlace Language Pack at this time. Note: If the Domino server ID files are password protected. the message is issued again. Starting Lotus QuickPlace on i5/OS After you add Lotus QuickPlace to the Domino server. 9. For each entry for Licensed Program 5724J24. 4. type 5 in the option field and press Enter to display the Software Agreement. When the Lotus QuickPlace option screen is displayed. respond to the message with X.html file that is included with Lotus QuickPlace. If you are upgrading an existing Lotus QuickPlace server. see the IBM Lotus QuickPlace 7 Release Notes. press Enter to continue with the installation of Lotus QuickPlace.″ To install Lotus QuickPlace. The Language Pack can either be installed from CD-ROM or downloaded from the Web. the passwords must be entered one at a time. go to http://www. skip to step 4. Language Pack installation instructions are included with the Language Pack. When you are done. you will be prompted to enter the password. For additional updates. Then press F14 (Accept) to accept the terms of the software agreement. 7. If you prefer to use a non-English version of Lotus QuickPlace. For more information.com/eserver/iseries/QuickPlace 2. Installing Lotus QuickPlace on i5/OS Follow these steps if you are installing Lotus QuickPlace on your system for the first time. After the password has been entered. type the following value and press Enter: ’/os400’ 8. If your server ID file has multiple passwords. Note: If you chose to start the Domino server when you used ADDLQPDOM command. 3. follow these steps: 1. type the following command and press F4: LODRUN 6. When the sofware agreements have been restored from the next CD.ibm. 8. Review the Readme. 16 QuickPlace Installation and Upgrade Guide . you need to start the server in order to access Lotus QuickPlace.

2. Note: If the server status does not change from Starting to Started and your Domino server ID file is password protected. For information on the administration place and assigning administrators to a Lotus QuickPlace server.1. To view the file. a file called QuickPlaceInstall. For example: http://twpserver. Click Root. see the Lotus QuickPlace Administrator’s Guide. Click data. Chapter 2 Installing Lotus QuickPlace 17 . 3. Open iSeries Navigator. Once the Lotus QuickPlace server is started. Press F5 periodically to refresh the console screen. You can determine the configuration or upgrade status of Lotus QuickPlace by viewing this log file. From any i5/OS command line.acme. Open the system where you added Lotus QuickPlace. see the Lotus book Installing and Managing Domino for i5/OS. 5. To sign in as the administrator: v Click Sign In. v Type the Lotus QuickPlace Administrator name and password that you specified when you ran the ADDLQPDOM command. Click File Systems. For more information on accessing the Domino console. To verify Lotus QuickPlace and HTTP are working properly. open a Web browser and type the server’s host name appended by /QuickPlace. type the following command and press Enter: WRKDOMSVR 2. Tip: You can also start a Lotus QuickPlace server by entering the following command: STRDOMSVR SERVER(servername) where servername is the name of the Lotus QuickPlace server.log in your server data directory is created or updated to indicate whether the configuration process was successful. you may need to enter the server ID password from the Domino console. follow these steps: 1. Click servername.com/QuickPlace 6. 7. 6. Periodically press F5 to refresh the screen and wait for the server status to be *STARTED. type a 1 next to the Lotus QuickPlace server and press Enter. 4. v Click Server Settings in the table of contents. Click Integrated File System. You should see messages that indicate Lotus QuickPlace has started and HTTP has started. where servername is the name of your Lotus QuickPlace server. On the Work with Domino Servers display. 3. 5. use option 8 to display the console for the Lotus QuickPlace server. 4. Troubleshooting Lotus QuickPlace installation on i5/OS When you add Lotus QuickPlace to a Domino server.

then the passwords must be enclosed inside single quotation marks and separated by commas. Stop the Domino server on which you plan to add Lotus QuickPlace.. Sametime servers. You would have specified this password when the Domino server was created. Adding Lotus QuickPlace to the Domino server To add Lotus QuickPlace to a Domino server. Specifies the name of the person who is the administrator for this Lotus QuickPlace server. Administrator password Server ID Password Running multiple QuickPlace servers on i5/OS The i5/OS platform allows you to run multiple servers and applications within the same logical partition (LPAR). all in the same LPAR. 8. you must carefully configure your TCP/IP environment so that the various servers do not encounter port conflicts. specify *YES. This parameter gives you the option of starting the Lotus QuickPlace server immediately after adding Lotus QuickPlace to the Domino server. you may decide to run multiple Domino servers.. The Server ID password is only required if the Domino server is password-protected. and LDAP servers. an additional parameter is displayed..’password1’. The password you want to use for the Lotus QuickPlace administrator’s ID. HTTP servers. Field Domino server name Lotus QuickPlace Administrator Explanation The name of the Domino server where you will add Lotus QuickPlace. In addition to your Lotus QuickPlace server. Fill in the following fields and press Enter to add Lotus QuickPlace to the Domino server.. However. Right-click quickplaceinstall.. Keep a record of this password as you will need it to sign on to the Lotus QuickPlace home page as the administrator. To start the Domino server after adding Lotus QuickPlace. The administrator’s name should be a local user and should not be present in the external directory. follow these steps: 1. Substitute values appropriate for your environment to find your server’s data directory. and provide information on configuration and upgrade status. 2.Note: The actual path of your server’s data directory may be different.’password2’ Start Domino Server If you press F10. type the following command and press F4: ADDLQPDOM 3.log and select Edit. For example: Password. On any i5/OS command line. If the ID file requires multiple passwords.. It is recommended that you assign a separate TCP/IP address to each server and that 18 QuickPlace Installation and Upgrade Guide . The text file will launch in a new window.

and *SECADM special authorities. follow these steps. For example: http://twpserver1:81/QuickPlace You should get an error indicating that the file was not found. Verify that you want to remove Lotus QuickPlace from the Domino server by typing a G and pressing Enter. v Removes the Lotus QuickPlace directory from the Domino server data directory. End the Domino server and subsytem using the steps in the previous section ″Ending a Lotus QuickPlace server using commands. 4. 3.ibm.″ 2. v Changes the NOTES. 5. In addition. Note: If you do not wish to remove Lotus QuickPlace from the Domino server. *IOSYSCFG. see the following: v The topic ″Preparing your TCP/IP connection″ v The document Installing and Managing Sametime 7 for i5/OS v Technote #1091353. Type the following i5/OS command: RMVLQPDOM dominoservername where dominoservername is the actual name of the Domino server. Chapter 2 Installing Lotus QuickPlace 19 .com/software/support Removing QuickPlace from a Domino server on i5/OS The Remove Lotus QuickPlace from a Domino Server command makes the following changes to a Domino server: v Removes Lotus QuickPlace data from the Domino server. use a Web browser to try to access the Lotus QuickPlace home page for the Domino server at the following URL: http://dominoservername:port/QuickPlace where dominoservername is the name of your Lotus QuickPlace server and port is the associated port number. Restart the Domino server.you bind each server to its assigned IP address. *JOBCTL. you must have *ALLOBJ. ″Sametime for iSeries: Can Sametime and QuickPlace Be Installed on the Same System?″ You can find this technote by searching for ″1091353″ at the following Web site http://www. To remove Lotus QuickPlace from a Domino server. press any other key. 1. be sure that your server is properly sized to handle the workload. For more information.INI file for the Domino server to disable Lotus QuickPlace. To verify that Lotus QuickPlace was removed from the Domino server. To perform this task.

20 QuickPlace Installation and Upgrade Guide .

Add the following value to the DSAPI filter file names field. Enabling Domino Off-Line Services on AIX.Chapter 3 Setting Up Lotus QuickPlace for Offline Use This chapter explains how to set up Lotus QuickPlace so that users can take places offline with Domino Off-Line Services. 3. (Optional) Use Lotus QuickPlace sign on passwords for offline use. 3. 2. you must configure Lotus QuickPlace to use that directory. make changes to them. perform the following steps to enable Domino Off-Line Services on the Lotus QuickPlace server. if necessary. Stop the Domino server. To set up the Lotus QuickPlace server so that Lotus QuickPlace users can take places offline with Domino Off-Line Services. if it is not already there: v On Windows: ndolextn v On AIX or Solaris: libdolextn 5. Create an Offline Security Policy document for each new certifier ID. Solaris. Enable Domino Off-Line Services. 1. For information on connecting to a user directory. For answers to frequently asked questions about offline setup. Open the server’s Server document in the Domino Directory. 4. and then synchronize the changes with the online version on the Domino server. 2. Translate external user names to the Domino format. see the Lotus QuickPlace Administrator’s Guide. Connecting Lotus QuickPlace to a user directory If your offline users are registered in a directory. see the Lotus QuickPlace Administrator’s Guide. perform the following tasks after you install the Lotus QuickPlace server: 1. (Recommended) Connect Lotus QuickPlace to use a user directory. 4. 2005 21 . Create a certifier ID or IDs for user authentication. You can set up Lotus QuickPlace to manage the directory lookups or you can set up Domino to manage the directory lookups. see the topic ″Offline setup FAQs″ later in this chapter. Click the Internet Protocols . Setting up Lotus QuickPlace for offline use Domino Off-Line Services provides a way for users to take places offline. and Windows operating systems. © Copyright IBM Corp. Start the Domino server. a user must be an individual member (external or local) of the place and any rooms. Solaris.HTTP tab. cannot take a place or rooms offline. and Windows On the AIX. 7. (Optional) Encrypt offline places. 6. To take a place offline. A user who has access to a place or rooms through a group membership (external or local). 5. For information on troubleshooting offline problems.

dll CheckCacheBeforeDSAPI=1 AIX EXTMGR_ADDINS=libqpextmgr_r. v Click Enable. 7. Edit the notes. open the system where your Domino server is located and display the list of Domino servers. Platform Windows Notes.ini settings EXTMGR_ADDINS=nqpextmgr.ini file. v Save and close the notes. Press Enter to create a blank line.ini file. If v v Click Servers.). On the Services tab. change the server setting to enable Domino Off-Line Services. Make sure there is a blank line at the end of the notes. Enabling Domino Off-Line Services on i5/OS Use iSeries Navigator to ensure that Domino Off-Line Services is properly enabled on your Domino server: 1. 22 QuickPlace Installation and Upgrade Guide . necessary. click Edit and add the following settings: EXTMGR_ADDINS= qpexmgr CheckCacheBeforeDSAPI=1 Note: If these lines begin with a semicolon (. Start the Domino server. Tip: You can also use an i5/OS command interface and enter the following command: CHGDOMSVR SERVER(servername) DOLS(*YES) where servername is the name of your Domino server. v v 3.ini file.a CheckCacheBeforeDSAPI=1 Solaris EXTMGR_ADDINS=libqpextmgr. v Click Network.6. 2. and the semicolon should be removed. Stop the Domino server.ini file for your Domino server: v Right-click your Domino server and select Properties.so CheckCacheBeforeDSAPI=1 8. then these lines are designated as comments. and open the Domino server’s notes. Click Domino to display the list of Domino servers. Right-click your Domino server and select Properties. v On the Initialization File tab. v Click OK. 4. 10.ini file. Using iSeries Navigator. Save the file. if necessary. 9. Navigate to the Domino program directory. Add the two lines indicated in the following table to the notes. select Domino Off-Line Services from the ″Enable services″ list.

New organization certifier required for external users in a different organization from the server If external offline users are in a different organization hierarchy from the Domino server on which Lotus QuickPlace runs. and then attach the cross-certified ID to an Offline Security Policy document. For more information on certifier IDs. Separate organizational unit certifier recommended for external users within the same organization as the server If offline users are within the organization hierarchy of the Domino server on which Lotus QuickPlace runs. see Domino Administrator Help. if the Domino server is within the /Org organization. If external user names use attributes that are different from these attributes. Distinguished names that don’t follow the Domino naming convention require translation Domino recognizes only the following attributes in a distinguished name: ″CN. cross-certify that certifier ID with the Domino server’s organization certifier ID. you create one or more certifier IDs that can authenticate the users. Lee Moutal/Marketing/Acme. put them under their own organizational unit certifier as a security measure to limit their access to the Domino server. Certifiers authenticate one level down A certifier ID authenticates only users with names at its level and one organizational unit level down in the name hierarchy. you must create an organization certifier ID for their organization. To authenticate Claudia Basso/East/Sales/Acme. For example.″OU. and Maryane Burns/Sales/Acme. For more information. you specify the certifier name in Domino format.″ and (optionally) ″C″. When users install places offline. and then create an Offline Security Policy document and attach the cross-certified /Acme certifier ID to it.nsf). create an /Acme organization certifier ID. and then create an Offline Security Policy document and attach the ID to it. you must use the name_translation setting in the offline section of the qpconfig. For example. and then attach each certifier ID to an Offline Security Policy document in the Offline Services database (doladmin. The following points about certifiers are important to keep in mind to ensure offline user authentication works properly. the Domino server uses the certifier ID to generate new user IDs. 5. cross-certify it with the /Org certifier ID. Certifier IDs for authenticating offline users To set up authentication for offline users.″ When you create an Offline Security Policy document.xml file on the server to translate them to the Domino format. These IDs are used to authenticate users when they synchronize the offline and online versions of places. see the topic ″LDAP distinguished name translation for offline use.v Click OK on the Properties dialog box.″ ″O. Start the server. the /Acme organization certifier authenticates Alice Brown/Acme. you must create an organizational unit certifier ID for /Sales/Acme. but not Claudia Basso/East/Sales/Acme. and downloads the IDs to the users’ computers. but there are external users within the /Acme organization. Chapter 3 Setting Up Lotus QuickPlace for Offline Use 23 .

Perform the following steps to cross-certify the certifier ID you crated with the Domino server certifier: 24 QuickPlace Installation and Upgrade Guide . for example. In the Organization name field. You can attach only one certifier ID to each Security Policy document. Click Register to create the organization certifier ID locally and to register the certifier in the Domino Directory of the Domino server. Or if the Domino server’s certifier is the organizational unit certifier /Sales/Org. and then click OK. To create the organization certifier: 1. 6. 2. (Optional) Type a country code.nsf and delete the ID file from your system directory after this ID is attached to an Offline Security Policy document. Click Registration Server and choose the Domino server’s name. 10. 5. (Optional) Complete additional fields in the Register Organization Certifier dialog box. and local path name in which to save the new certifier ID file. 9. ServerA/Org. Separate Security Policy documents required for local and external users You must create separate Security Policy documents and IDs for local users (users registered in places) and external users (users registered in a directory). 4. if the Domino server certifier is the /Org certifier. but external users are within the /Acme organization. create an /Acme organization certifier ID and then cross-certify /Acme with /Org. 11./QP organizational unit certifier required for local users For local offline users. Note: For security reasons. 7. and then attach the /QP/Org certifier ID to an Offline Security Policy document.id. for example acme. use the /Org certifier ID to create the organizational unit certifier /QP/Org. back up doladmin. for example. Click the Configuration tab. Click ″Set ID File″ and specify a file name. 8. and then click Organization to open the Register Organization Certifier dialog box. For example if the Domino server’s certifier is the organization certifier /Org. Click ? for information on these fields. Acme. type a password for the new organization certifier ID. use the /Sales/Org certifier ID to create the organizational unit certifier /QP/Sales/Org. 3. click Registration. and then attachthe/QP/Sales/Org certifier to an Offline Security Policy document. type the organization name of the external users. select your server. for example. On the right pane of the Domino Administrator. From the Domino Administrator. For example. ServerA/Org. In the Certifier password field. create the organizational unit certifier /QP from the Domino server’s certifier. Creating an organization certifier for external users in a different organization If external offline users are in a different organization hierarchy than the Domino server on which Lotus QuickPlace runs. create an organization certifier ID for that organization and then cross-certify that certifier ID with the Domino server’s certifier ID.

7. If users are in the same organization as the Domino server. 5. select the organizational certifier ID you created. Type the password for the selected certifier ID and click OK. 2. and then click OK. ServerA/Org. Type the password for the Domino server’s certifier ID. If the message ″The certifier ID you have chosen does not contain recovery information″ is displayed. Click Certifier ID and select the Domino server certifier ID.id. type the name for the organizational unit. h. for example. In the Issue Cross Certificate dialog box. for the users Alice Brown/Acme. For example. 3. However.Organizational Unit. 4. click Cross Certify to create a cross-certificate in the Domino Directory of the Domino server. there is no need to create an organizational unit certifier because the /Acme certifier will authenticate them. Click Certifier ID and choose the certifier ID to use to create the organizational unit certifier. 11. you must create an organizational unit certifier for /Sales/Acme from the /Acme certifier. e. Creating an organizational unit certifier for external users If external users are in a different organization from the Domino server.a. Lee Moutal/Marketing/Acme. creating an organizational unit certifier ID from the Domino server certifier specifically for them is recommended as a way to restrict their access to the Domino server. and then click Cross Certify. Click the Configuration tab. select the Domino server. read the message. In the Organizational Unit field. click the Configuration tab. and Maryane Burns/Sales/Acme. c.id and is located in the Domino data directory on the server. Click Registration . for example. b. and then click OK. click Registration Server and choose the Domino server. Click Server and select the Domino server. type Sales. 10. ServerA/Org.id. d. for example.id. 8. From the Domino Administrator. create an organizational unit certifier ID for these users if their names are more than one organizational unit level down in the name hierarchy from the organization certifier you created in the previous step. For example. In the Register Organizational Unit Certifier dialog box. Verify that the Domino server is selected in the Domino Administrator. In the Choose ID to be Cross-Certified dialog box. to authenticate Claudia Basso/East/Sales/Acme. Make sure the certifier ID from which you will create the organizational unit certifier is stored locally on the machine on which you run the Domino Administrator. the server’s certifier ID file is called cert. 6. (Optional) Click Certifier ID to change which certifier ID to use to register the new certifier ID. acme. Click Certification. for example. The administrator who set up the Domino server created this password. Chapter 3 Setting Up Lotus QuickPlace for Offline Use 25 . acme. If you are using a remote Domino Administrator client. f. 9. cert. To create the organizational unit certifier: 1. From the Domino Administrator. copy the Domino server’s certifier ID to the local machine. By default. and click OK. if the users are under Sales/Acme. g.id or cert. for example.

Click ? for information on these fields. select the Domino server certifier ID. Click Server and select the Domino server. 2. ServerA/Org. In the certifier password field. 13. (Optional) Click ″Set ID File″ to specify the file name and local path name in which to store the /QP organizational unit certifier ID file. If you see the message ″The certifier ID you have chosen does not contain recovery information″.12. Click Register to create the organizational unit certifier ID file locally and to register the new certifier in the Domino Directory of the Domino server. 10. 5. 9.id. 14. 13. Click Registration . 3. for example. select the Domino server.nsf and delete the ID file from your system directory after this ID is attached to an Offline Security Policy document. Click the Configuration tab. type a password for the new certifier. back up doladmin. 26 QuickPlace Installation and Upgrade Guide . (Optional) Complete the additional fields in the Register Organizational Unit Certifier dialog box.Organizational Unit. ServerA/Org. Make sure the Domino certifier ID is stored locally on the machine on which you run the Domino Administrator. Note: For security reasons. Creating a /QP organizational unit certifier for local users For local offline users. Click ″Set ID File″ and specify the file name and local path name for the new organizational unit certifier ID file. (Optional) Complete the additional fields in the Register Organizational Unit Certifier dialog box. use the /Org certifier to create the organizational unit certifier /QP/Org. Or if the Domino server’s certifier is /West/Org. 12. 4. Click ? for information on these fields. Click Register at the bottom of the dialog box to create the /QP oganizational unit certifier ID file locally and to register the organizational unit in the Domino Directory on the Domino server. By default. click Registration Server and choose the Domino server. 14. type a password for the new certifier.nsf and delete the ID file from your system directory after this ID is attached to an Offline Security Policy document. Type the password for the certifier ID and click OK. type QP. 6. To create the /QP organizational unit certifier: 1. then click OK. the Domino server ID is cert. For example. In the certifier password field. In the Register Organizational Unit Certifier dialog box. 7. Note: For security reasons. The adminstrator who set up the Domino server created this password. back up doladmin. use the Domino server’s certifier to create the organizational unit certifier /QP. Click Certifier ID. 15. read the message and click OK. 8. if the Domino server’s certifier is the organization certifier /Org. for example. From the Domino Administrator. In the Organizational Unit field. use the /West/Org certifier to create the organizational unit certifier /QP/West/Org. 11.

The following names are examples of certifier names: /Acme /Sales/Acme /QP/Org Remember to type the leading backward slash (/). Click New Security Policy. users are asked to specify where on their computers their user IDs are stored. 7. In the left pane. This option is recommended for and applies only to offline users who are Notes users registered with Notes IDs in the primary Domino Directory of the Domino server (names. Offline Security Policy documents are stored in the doladmin. /Sales/Acme/US. back up the doladmin. You must select this option if offline users are not registered in the primary Domino Directory of the Domino server. click one of the following options: Option Prompt for ID during download Description Before offline installation. for example. Click the Configuration tab. For example. 3. and set the ID expiration date. In the Security domain field. In the ID deployment policy field. ServerA/Org. a certifier ID is generated for users automatically. (Optional) Select Overwrite existing user IDs to cause users’ offline IDs to be overwritten with a new ID each time they install a place offline. This is the default ID deployment policy. select your server. Note: Specify a country code if the certifier uses one.nsf database and then delete any of the new certifier ID files from your system directory. Users whose IDs are overwritten will not be able to open an offline place encrypted with a key from the previous ID. for example. type the hierarchical name of an organization or organizational unit certifier you created for offline users. If you select this option. you must select this option if offline users are registered in a remote LDAP directory. Automatically generate user IDs Before offline installation. 8. 2. 1. Save the document.Creating an Offline Security Policy document Create an Offline Security Policy document for each certifier you created for offline users. 4. after you have created all the Offline Security Policy documents that you require. Note: Do not select this option if offline encryption is used. Chapter 3 Setting Up Lotus QuickPlace for Offline Use 27 .nsf database on the Domino server. 5. From the Domino Administrator. The administrator must provide the IDs to the users. Note: For security reasons.nsf). and then click Security. Click this tab and attach the certifier ID to be generated. the Automatic tab is displayed. set the password. click Offline Services. 6.

the (. the \ symbol turns off the 28 QuickPlace Installation and Upgrade Guide .com.xml file to translate users’ names into a format that Domino recognizes.xml file to create name translation rules. For example. then translate those names back into their original LDAP format.com" /> </to_directory_name> </name_translation> </offline> </server_settings> You create rules for translating LDAP names to Domino names within the <from_directory_name> elment.+)/OU=bluepages_(. ″uid=(. for example. How to configure translation To translate distinguished names. Translation rules typically contain text strings with symbols that are used to match text patterns.″ The regular expressions contain symbols. For example.″ and (optionally) ″C″.″ In the preceding sample.+)/c=(.xml file translate distinguished names that follow this pattern ″uid=value/c=value/ou=bluepages/o=ibm.+)/ou=bluepages/o=ibm\.″ The two <translate> elements contain the rules.+)/c=(. a distinguished name such as UID=James Moore/C=US/OU=East/O=acme. this accounts for any value the ″uid″ and ″c″ attributes might have.″ If the disinguished names of users in an LDAP directory do not follow this model and you use Domino Off-Line Services with Lotus QuickPlace. for example. O=Acme.com needs to be translated. the name ″CN=James Moore.com" to="CN=\1/OU=bluepages_\2/O=ibm_com" /> </from_directory_name> <to_directory_name> <translate from="CN=(.+) symbol means ″one or more occurrences of any character.com″ into the Domino-style name ″CN=value/OU=bluepages_value/O=ibm_com.LDAP distinguished name translation for offline use Domino recognizes only the following attributes in a distinguished name: ″CN. you use the name_translation element in the offline element of the qpconfig.″ ″O. For example. you must create and configure a qpconfig. OU=East. Translation rules are specified in the <translate> element. (. The ″from″ and ″to″ attributes within the <translate> elements contain regular expressions. using symbols to account for any possible value the attribute might have. The name can be expressed in hierarchical form as follows: common_name/org_unit/org/country_code For example. C=US″ can be expressed as ″James Moore/East/ACME″ or ″James Moore/East/ACME/US.+)/ou=bluepages/o=ibm\.+) and \: <server_settings> <offline enabled="true"> <name_translation enabled="true"> <from_directory_name> <translate from="uid=(. You also use symbols to translate syntax that otherwise might be interpreted as a special character.″OU. This step is required regardless of whether Lotus QuickPlace or Domino manages the directory lookups. You specify each LDAP name attribute in the ″from″ attribute. The following example of translation rules in the qpconfig.+)/O=ibm_com" to="uid=\1/c=\2/ou=bluepages/o=ibm.

″ So. The preceding translation rules result in the following example translations: LDAP directory name uid=Joe User/c=us/ou=bluepages/o=ibm.″) would be interpreted by its special character meaning. You can have up to nine regular expressions in one rule. and then inserted anywhere in the translated name with a \[number] expression.+). The following table lists of these symbols.+)/c=(. Example uid=(.″ So. The attributes of the Domino-style names specified in from_directory_name and to_directory_name (CN. the CN attribute’s value will match the first regular expression (. You create rules for translating Domino names back to LDAP names within the <to_directory_name> element using the same method.″ code. which in this case is the value of the country.com.″ the dot (″.+) found in the ″from″ attribute. In the same way.com. For example.″ The ″to″ attribute specifies Domino attributes using symbols to match values from the LDAP attributes and to arrange them in a way Domino recognizes. the symbol \1 means ″whatever matched the first regular expression.com Chapter 3 Setting Up Lotus QuickPlace for Offline Use 29 .+) Description Represents one or more occurrences of any character.com uid=Nils Nilsen/c=dk/ou=bluepages/o=ibm. There is no need to have a separate translation rule for each country code because they can be captured by a (. or ″c″. the symbol \2 means ″whatever matched the second regular expression. All of the examples shown here will match the LDAP distinguished name ″uid=Joe User/c=us/ou=People1/o=org. the OU value will be the explicitly stated ″bluepages_″ plus the second regular expression (. The O attribute is explicitly stated. or ″c.special meaning of the character which follows. attribute. OU.com Domino name CN=Joe User/OU=bluepages_us/O=ibm_com CN= Nils Nilsen/OU=bluepages_dk/O=ibm_com Notice that the regular expressions accommodate the country. or O) must be uppercase. which is ″match any single character.+) expression. O. Note: The LDAP names specified in from_directory_name and to_directory_name must exactly match the case that is used for the names in the LDAP directory. Table of expressions There are many symbols that can be used in regular expressions. with examples that show how they match a particular LDAP name.″ The symbols described are in bold text in the examples: Symbol (. but only a few are useful for the purpose of translating a non-conforming LDAP name to a Domino name. Without this symbol in ″o=ibm\.+)/ou=bluepages/o=ibm\.

com so that it can be used in the replacement string (the ″to″ string in <translate>). [.Symbol \1. \3. 2.] n-n * + uid=Joe [A-Zaz]+/c=us/ou=People1/o=org\.xml file in the Domino data directory... Edit the offline translation settings in the qpconfig._]com uid=Joe U. Turns off the meaning of any special character ’c’.xml file to accommodate your needs. Description Example \1 represents a match with the CN=\1/OU=bluepages_\2/O=ibm_com first regular expression.dc=acme. perform the following steps to translate distinguished names in the LDAP directory if the names do not conform with the Domino naming model: 1. create one as described in the Lotus QuickPlace Administrator’s Guide.+)/ou=People1/o=org\. Matches any character that is not enclosed. \2. If the file does not exist.com \c . as described in the topic ″LDAP distinguished name translation for offline use. etc. 3.*/c=us/ou=People1/o=org\. Copy the <offline> sample section from the sample_qpconfig. Up to 9 regular expressions may be used in one rule.com (regexp) Delineates a regular expression uid=Joe User/c=(. and so on. 5. <server_settings> <offline enabled="true"> <name_translation enabled="true"> 30 QuickPlace Installation and Upgrade Guide ..com uid=Joe User/c=us/ou=People.xml file.] [^.xml file. Matches one or more of the preceding character or bracketed expression. Matches any character in this range.dc=com. Matches any number (zero or more) of the preceding character or bracketed expression. Matches any single character. uid=Joe User/c=us/ou=People1/o=org\.. Enter the following server console command: restart task http Example of translating names that contain the dc attribute The following settings provide an example of translating names that appear in the LDAP user directory as cn=name.xml file in the Domino data directory and paste it between the two <server_settings> statements in the qpconfig. \2 represents a match with the second regular expression. Open the qpconfig.″ 4. Matches any of the enclosed characters./o=org uid=Joe User/c=us/ou=People[123456789]/o=org uid=Joe User/c=us/ou=People[^2-9]/o=org uid=Joe User/c=us/ou=People[09]/o=org[. Translating LDAP distinguished names for offline use If you use Domino Off-Line Services with Lotus QuickPlace. Save the qpconfig.ou=People1.

<from_directory_name> <translate from="cn=(.+)/ou=People1/dc=acme/dc=com" to="CN=\1/OU=People1/O=acme_com" /> </from_directory_name> <to_directory_name> <translate from="CN=(.+)/OU=People1/O=acme_com" to="cn=\1/ou=People1/dc=acme/dc=com" /> </to_directory_name> </name_translation> </offline> </server_settings>

Encypting offline places
By default, offline places are not encrypted. Enable the encryption setting in the offline section of the qpconfig.xml file to specify that all places taken offline from the server are encrypted. Offline place encryption is similar to Notes database encryption. If you do not enable encryption for all offline places through the qpconfig.xml file, a place manager can enable offline encryption for a specific place through the place’s Customize - Basics page. Note: If a user uses at least one offline database that is encrypted, then the user must use the same password for all offline databases. To encrypt all offline places on the server: 1. Open the qpconfig.xml file in the Domino data directory. See the Lotus QuickPlace Administrator’s Guide for instructions on creating this file if it does not already exist. 2. For the encryption element within the offline section, type enabled=″true″ 3. For the encryption level element, type one of the following values:
Value 1 2 3 Description Simple encryption Medium encryption (recommended) Strong encryption

4. Verify that the offline section of the qpconfig.xml file looks similar to the following example:
<offline enabled="true"> <encryption enabled="true"> <level>2</level> </encryption> </offline>

5. Save the qpconfig.xml file. 6. Enter the following server console command:
restart task http

Using Lotus QuickPlace sign in passwords for offline use
By default, offline users must specify an offline password in the Member Profile for each offline place of which they are a member. Use the use_login_passwords setting in the offline section of the qpconfig.xml file to enable offline users to use their Lotus QuickPlace sign in passwords when they sign into any offline place. When you enable this feature, offline users do not have to remember a separate password for each offline place. This feature is supported for both external and local users. This setting applies to all places on the server, although users still have
Chapter 3 Setting Up Lotus QuickPlace for Offline Use

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the option to specify place-specific offline passwords through their Member Profiles. If you do not enable this setting server-wide through the qpconfig.xml file, managers of places can enable the feature for places they manage through the Customize - Basics page. Note: If any of a user’s places is encrypted offline, the user’s password for all offline places must be the same. This applies to external as well as local users. To enable Lotus QuickPlace sign in passwords for offline use for all places on the server: 1. Open the qpconfig.xml file in the Domino data directory. See the Lotus QuickPlace Administrator’s Guide for instructions on creating this file if it does not already exist. 2. In the offline section, type ″true″ for the use_login_passwords attribute, for example:
<offline enabled="true" use_login_passwords="true"></offline>

3. Save the qpconfig.xml file. 4. Enter the following server console command:
restart task http

Configuring Lotus QuickPlace for offline in different environments
This section describes offline configuration steps for various supported environments.

To configure an IBM Network Dispatcher cluster environment
To configure a Lotus QuickPlace server cluster that uses the IBM Network Dispatcher to work with Domino Off-Line Services, you must add the following line to the notes.ini file of all servers in the cluster: $DOLS_TCPIPAddress=FullHostNameOfOneServerInTheCluster or the IP Address of that server For example, in a cluster with servers named blue.enterprise.com, green.enterprise.com, and red.enterprise.com, with a network dispatcher called colors.enterprise.com, add $DOLS_TCPIPAddress=blue.enterprise.com to the notes.ini file on blue.enterprise.com, green.enterprise.com, and red.enterprise.com. Then users can take places offline from any server in the cluster.

To configure a Sun Java System Portal Server environment
The Sun Java System Portal Server serves as a reverse proxy server to handle inbound requests. To configure a Lotus QuickPlace server and Sun Java System Portal Server to work with Domino Off-Line Services, add the following setting to the server’s notes.ini file: NoWebFileSystemACLS=1 Without this setting, users must reauthenticate when the place is downloaded to their machine.

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QuickPlace Installation and Upgrade Guide

To configure a Netegrity SiteMinder environment
To set up a server for offline use in a Netegrity SiteMinder environment, you must list the Domino Off-Line Services DSAPI filter first in the list of DSAPI filters in the Server document. 1. Open the Server document in the Domino Directory. 2. Click the Internet Protocols - HTTP tab. 3. Make sure one of the following values is the first listed in the ″DSAPI filter file names″ field. v On Windows: ndolextn v On AIX or Solaris: libdolextn 4. If you make a change to the field, restart the server by entering the following command:
restart server

The required order of the three DSAPI filters (Domino Off-Line Services, Netegrity SiteMinder, and QuickPlace) in the ″DSAPI filter file names″ field is: 1. Domino Off-Line Services DSAPI filter 2. Netegrity Siteminder DSAPI filter 3. QuickPlace DSAPI filter Note: Lotus QuickPlace on i5/OS does not support Netegrity SiteMinder.

To configure a passthru server environment
To configure a Lotus QuickPlace server in a passthru server environment to work with Domino Off-Line Services, you must do the following: 1. Sign in to the Lotus QuickPlace server as an administrator. 2. Click Server Settings in the table of contents. 3. Click Other Options in the table of contents. 4. Click Edit Options. 5. In the Domino Offline Passthru Server section, type the canonical name and host name of the passthru server. 6. Save the page.

To use an alternate Web server for Domino Off-Line Services downloads
When users take their first place offline, the Domino Off-Line Services client software is installed on their machines so that they can manage their offline places. Because the Domino Off-Line Services client software files are relatively large, the place’s performance can be affected while a user is installing offline. To help avoid this, you can copy the Domino Off-Line Services files to a directory on an alternate Web server, and then specify a URL that points to that directory. When users install their first place, the Domino Off-Line Services software files are installed from the alternate server. Note: If you use Policy Director, using an alternate Web server for downloads is recommended.

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Sign in to the Lotus QuickPlace server as an administrator. 5.xml file. Copy the contents of the <server_data_directory>\domino\html\download\filesets directory. To hide the Work Offline link: 1. Save the qpconfig. 2. do the following: 1. 34 QuickPlace Installation and Upgrade Guide . See the Lotus QuickPlace Administrator’s Guide for instructions on creating this file if it does not already exist. 2. Click Next. If your users have Notes IDs. Enter the following server console command: restart task http Offline setup FAQs This section answers questions frequently asked about offline setup. In the offline section. Click Server Settings in the table of contents. 4. 4. type ″false″ for the offline enabled attribute. In the Alternate Offline download URL section. Click Edit Options.″ Users are then prompted to supply their Notes ID files during the installation of the offline place. 6. Click Other Options in the table of contents. 3. for example. from the Lotus QuickPlace server to any directory the Web server used for downloads. you can configure the Offline Security Policy document ″ID deployment policy″ to ″Prompt for ID during download. All of our users are in an LDAP directory or a Domino Directory. Do we still need to create an Offline Security Policy document? Answer: Yes. Question: We do not allow local users in our organization. located in the Domino data directory. Hiding the Work Offline link from users At times you might want to hide the Work Offline link from users.To create an alternate Domino Off-Line Services download Web site. during server maintenance. 7. Question: Our users already have Notes ID files. you must create one or more Offline Security Policy documents for users who are registered in a user directory. for example: <offline enabled="false"> <encryption enabled="true"> <level>2</level> </encryption> </offline> 3. Do we have to configure the Offline Security Policy document to ″Automatically generate user IDs″? Answer: No. Open the qpconfig.xml file in the Domino data directory. type an alternate URL that points to the directory with the copied offline files.

and our domain is ACMEWEB. Question: We have a large organization. this would be the correct hierarchical name for the certifier ID. Our Lotus QuickPlace server is W1SERVER/ACMEWEB/ACME. our organizational unit (OU) is ACMEWEB. for easier management. we recommend that all of your Lotus QuickPlace users be made external users (meaning their information is stored in a user directory). you must create multiple certifier IDs. the following users require two separate certifier IDs: Mary/PHIL/PA/ACME Caroline/BOS/MA/ACME Mary can use either PA/ACME or PHIL/PA/ACME. an ID is automatically generated by the Notes registration API. you must create a new Offline Security Policy document. To set up our external users to take places offline. you only need one certifier ID for all of those users. the following local users can take places offline with the certifier ID QP/<Organization>: Fred/QP/<Organization> John/MyWorld/QP/<Organization> However. Should the certifier for our local users be QP/ACMEWEB/ACME? Answer: Yes. Otherwise. both the following external users can take places offline with the certifier ID /ACME: Joe/PHIL/ACME Will/BOS/ACME However. Chapter 3 Setting Up Lotus QuickPlace for Offline Use 35 .Question: In our organizational hierarchy. the user Mike/Westford/MyWorld/QP/<Organization> cannot take places offline with this certifier ID. This ID is based on the certifier ID attached to the Offline Security Policy document. For Mike to take places offline. For example. which would allow your local users to take places offline. The Notes registration API can only create ID files for users as far as one organizational unit down from the root organizational unit for the certifier ID. then create and attach one of the following certifier IDs: Westford/MyWorld/QP/<Organization> or MyWorld/QP/<Organization> If all your external users are in the same hierarchy except for the last organizational unit before their user name. our organization (O) is ACME. is it necessary to create a different Offline Security Policy document and certifier ID for each of our organizational units? Answer: The number of different Offline Security Policy documents and certifier IDs you must create depends on your organization’s hierarchy. For example. When a user takes a place offline. However. Caroline can use either MA/ACME or BOS/MA/ACME.

When users install a place offline. an ID based on the certifier ID is generated for them and installed on their computer. Question: How exactly are these certifier ID files used by Lotus QuickPlace? Answer: They are used to generate an offline ID file that maintains secure access between the online and offline versions of a place. You must create ID files for users as far as one organizational unit down from the root organizational unit for the certifier ID. a user with administrator access on a Windows XP Professional client workstation can install a place offline to that computer. you do not have to worry about the original certifiers falling into the wrong hands.nsf. Do we need to create duplicate certifier IDs. or can we make copies of the certifier ID files that were used to create the users? Answer: For security reasons. any user can then work with the place normally. Question: Does Domino Off-Line Services support Windows XP? Answer: Yes. Please note that you should always back up this database.nsf database. only in the doladmin. If you create new certifiers. 36 QuickPlace Installation and Upgrade Guide . The offline ID file password is set by users in the ″offline password″ field in their Member page in the online version of the place. but only in the doladmin. This functionality is the same as Lotus QuickPlace offline with Windows 2000 workstations.Question: The documentation says to create an organizational unit (OU)/Organization certifier. We recommend that you create new certifiers. even if they are based on existing certifiers. Please note that Microsoft Windows XP Home Edition is not supported. because new certifiers based on existing certifiers are duplicates in name only. Question: Do the offline certifier ID files need to be stored on the Lotus QuickPlace server permanently? Answer: Yes. This offline ID authenticates users when they synchronize the place. After the installation is complete. See the previous question for more information. You do not need to store these ID files on the server’s file system. we do not recommend using existing Domino certifiers.

0 to work with Lotus Sametime 7. and Web conferencing (Sametime meeting) features of Lotus Sametime with Lotus QuickPlace. In addition. Using Lotus QuickPlace 6. Lotus Sametime integration planning You can integrate the awareness. v You can use Lotus QuickPlace 7.0. 2005 37 . you must configure Lotus QuickPlace to manage the lookups to the LDAP directory rather than configure Domino to manage the lookups. On Windows. v Sametime integration features are available only to external users registered in an LDAP directory.0 with Lotus Sametime versions 7. Then if you shut down one of the application servers (QuickPlace or Sametime). The Lotus Sametime server requires access to the directory to run. see the Lotus QuickPlace Administrator’s Guide. and i5/OS. you can install Lotus QuickPlace and Lotus Sametime on one partitioned Domino server or on separate Domino servers. © Copyright IBM Corp. For information on updating Lotus Sametime integration features after you upgrade to Lotus QuickPlace 7. note the following points: v On the AIX operating system.0 or 6.1 with Lotus Sametime 7. Configuring the servers for Lotus Sametime integration Perform the following steps to prepare Lotus QuickPlace 7. and Web conferencing (Sametime meeting) features of IBM Lotus Sametime with Lotus QuickPlace.0 is not supported. v You must configure Lotus QuickPlace and Lotus Sametime to use the same LDAP directory.1. v You must enable single sign-on authentication for Lotus QuickPlace and for Lotus Sametime. For information on upgrading Lotus Sametime integration features. you must install Lotus QuickPlace and Lotus Sametime on separate Domino servers.″ Note: The IBM Lotus Instant Messaging Limited Use version of Sametime is not supported for integration with Lotus QuickPlace. instant messaging.5. Solaris.0. v If you use a Domino Directory as your LDAP Directory. see the chapter ″Upgrading to Lotus QuickPlace 7.0. other servers continue to have access to the LDAP directory.0.Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime This chapter describes how to integrate the awareness. instant messaging. and not to local users.5. use the Domino Directory on a different Domino server than either the Lotus QuickPlace or Lotus Sametime server. see the chapter ″Upgrading to Lotus QuickPlace 7.″ For information on troubleshooting problems with Lotus Sametime integration with Lotus QuickPlace. v The Lotus QuickPlace and Lotus Sametime servers must reside in the same Domino domain and the same DNS domain. These steps assume you are integrating Lotus Sametime with a Lotus QuickPlace server for the first time. Before you set up Lotus QuickPlace to work with Lotus Sametime.

Make sure that you have installed or upgraded to Lotus QuickPlace 7.″ 2. For more information.0 on a different Domino server than the server used for Lotus QuickPlace. v On the Windows. also verify that Web conferencing is working. you can first isolate and solve any authentication problems that might arise between the Domino servers. Ensure that the Domino Directory on the server has replicated throughout the Domino domain since you installed Lotus Sametime. expand the list of Web SSO Configurations.Web Configurations view. see the chapters ″Installing Lotus QuickPlace″ or ″Upgrading to Lotus QuickPlace 7. For information on installing or upgrading. c. b. open the Domino Directory on the Lotus Sametime server. type a name that is not in the user directory. If you plan to integrate Web conferencing (Sametime meetings) with Lotus QuickPlace. e. Click the Configuration . Open the Web SSO Configuration for Ltpa Token document in edit mode. Make sure that the Domino Server Names field contains the name of each of the Lotus QuickPlace and Lotus Sametime servers that should participate in single sign-on. When prompted for the Lotus QuickPlace administrator name and password during a new installation.lotus. If instead you are installing both of the products at the same time. 38 QuickPlace Installation and Upgrade Guide . you should set up multi-server session-based authentication (single sign-on) between the Domino servers before installing Lotus Sametime and Lotus QuickPlace on them. Connect Lotus QuickPlace to the same LDAP user directory that you will also use for Lotus Sametime. Both servers must use the same user directory. Make sure that the DNS Domain field contains the fully-qualified domain name of the Lotus QuickPlace and Lotus Sametime servers. record the settings in the document.Web . For more information on configuring a user directory. install Lotus Sametime 7. 3. v If you install Lotus Sametime on a different server. Using this approach. 1.0. 5. see the Lotus Sametime installation guide that is appropriate for your platform. or i5/OS platforms. v Configure the Lotus Sametime server to use HTTP port 80 or to tunnel over port 80. type the fully qualified host name of the directory server that you also use for Lotus QuickPlace. available on the Web at http://www.0. Update the Web SSO Configuration for Ltpa token document that was created when you installed Lotus Sametime: a. this step is required for the awareness feature. Solaris. v When you are prompted for a user directory during Lotus Sametime installation. Using Lotus Notes. delete the document. Make sure that you have installed Lotus Sametime 7. If you cannot edit the document. the server must be in the same Domino and DNS domain as the Lotus QuickPlace server. and then create a new one with the same settings. d. see the Lotus QuickPlace Administrator’s Guide.Note: These steps assume that you first installed Lotus Sametime or Lotus QuickPlace and are now integrating with the other product. 4. f. Verify that awareness and instant messaging are working for Lotus Sametime.com/ldd/doc. From within this view. The installation guides are also provided with the Lotus Sametime product. g. v On AIX install on the same partitioned server used for Lotus QuickPlace or on a different server.

e. If you can authenticate once and remain logged on to both Lotus QuickPlace and Lotus Sametime.acme. Create a test place and verify that you can add several members from the user directory. j. Go to the Attend Meeting page and verify that you are still logged on to the server. In the Web SSO Configuration field.nsf.ini file on the Lotus QuickPlace server: NoWebFileSystemACLs=1 h.Domino Web Engine. c. Open the Server document for the Lotus QuickPlace server in edit mode. Replicate the edits to the Lotus QuickPlace server. Setting up Lotus Sametime awareness and instant messaging After you have performed the steps in the topic ″Configuring the servers for Lotus Sametime integration. select LtpaToken. Follow the instructions in the remainder of this chapter to enable Sametime awareness and instant messaging and Web conferencing (Sametime meetings) for Lotus QuickPlace. and then click OK.Web and then in the Name & password field for the Web port select Yes. type QuickPlaceLoginForm. in the Session authentication field select Multiple Servers (SSO). Restart the Domino servers. b.com/stcenter. j. f. Verify that single sign-on is working between Lotus QuickPlace and Lotus Sametime: a. multi-server sign-on is not working and you must resolve the problem before continuing. g.″ perform the following steps to enable online awareness and instant messaging for Lotus QuickPlace users: Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 39 . Add the following setting to the notes. type quickplace/resources. Create a database from the Domino Web Server Configuration template (domcfg5. i. From Lotus Notes. giving the database the file name domcfg. for example. http://qpserver. i.nsf. Click Save & Close.Create Domino SSO Keys if you want to create a new key for SSO.com/quickplace b. In the Target Form field. Sign on to Lotus QuickPlace using the name of an external user registered in the user directory. Open the database you created and click Add Mapping to open a mapping document. 8. d. Click Save & Close. c. Click Ports . For example. enter http://stserver. Using the same browser session. 9. From a browser. you must enter the fully qualified host name to connect. If you must authenticate more than once.nsf. multi-server sign-on is working. connect to the Lotus QuickPlace server. In the Target Database field of the mapping document. 6.acme. connect to the Lotus Sametime server. Click Keys . e. Click Internet Protocols . and then click Save & Close to save the document. d.h. Enable single sign-on authentication on the Lotus QuickPlace server: a. Because multi-server sign-on is enabled.Internet Ports . 7.ntf). open the Domino Directory for the domain. k.

Step 1: Copy the required Java files from the Lotus Sametime Java Toolkit: 1. (i5/OS only) Enter the following command to ensure that QNOTES is the owner of each of the files: 40 QuickPlace Installation and Upgrade Guide . the path to the peopleonline subdirectory should be C:\Lotus\Domino\Data\Domino\html\QuickPlace\peopleonline. 4.jar bin subdirectory of the Sametime Java Toolkit PeopleOnline31. For example: On Windows: C:\Lotus\Domino\Data\ QuickPlace\PeopleOnline31.jar On Windows. In the Lotus Sametime server data directory. Find the tookit on the Downloads section of the Lotus Sametime Developer’s Web site at http://www. on Windows. For example. and Solaris. For example. if the path to the data directory is C:\Lotus\Domino\Data.jar On AIX and Solaris: /opt/notesdata/QuickPlace /PeopleOnline31.ibm.com/developerworks/lotus/products/instantmessaging. AIX. create the subdirectory path Domino\html\QuickPlace\peopleonline. the QuickPlace subdirectory of the Lotus QuickPlace server data directory.jar 6. (i5/OS only) Change the owner of the new subdirectories to QNOTES. enter the following commands: CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace’) NEWOWN(QNOTES) CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline’) NEWOWN(QNOTES) 5.jar Copy from bin subdirectory of the Sametime Java Toolkit Copy to \Domino\html\QuickPlace\ peopleonline subdirectory of the Lotus Sametime server data directory \Domino\html\QuickPlace\ peopleonline subdirectory of the Lotus Sametime server data directory \Domino\html\QuickPlace\ peopleonline subdirectory of the Lotus Sametime server data directory CommRes. Unzip the download file to a convenient directory to access the contents of the bin subdirectory.0 Java Toolkit to a convenient directory. Verify that the QuickPlace\peopleonline subdirectory contains the three files. 3. This directory does not have to be on the Lotus Sametime server. 2.jar On i5/OS the following directory: /qibm/proddata/lotus/ quickplace/DATA/ QUICKPLACE/ PeopleOnline31. Download the IBM Lotus Sametime 7. Copy the files listed below to the QuickPlace\peopleonline subdirectory you just created on the Lotus Sametime server: File name STComm. 7.

Click Done. Wait a few minutes for the setting to take effect. Click Edit Options. Sign in to a place as a Manager. Click Customize. 4. f.acme. Setting up Lotus Sametime Web conferencing After you have performed the steps in the topic ″Configuring the servers for Lotus Sametime integration. Click Next. Click Sign In and type the user name and password of a Lotus QuickPlace administrator. type the URL for the Lotus Sametime server in the Sametime Community Server field. find a document that was created by a user listed as online and click the user’s name. Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 41 . enter the URL of the Lotus QuickPlace server. Sametime features are not available to local users. Click Server Settings in the table of contents. enter http://qpserver. type https:// in the URL rather than http://. for example http://stserver.CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/*’) NEWOWN(QNOTES) Step 2: Specify the Lotus Sametime server for Lotus QuickPlace to use 1. b. or restart the Lotus QuickPlace server to enable awareness and instant messaging immediately .com/QuickPlace 2. Verify the Lotus QuickPlace settings: a. otherwise users see a warning each time they open a page in a place. 6. e.″ perform the following steps if you want to enable Web conferencing (Sametime meetings) for Lotus QuickPlace users. d. Step 3: Verify that places are enabled for awareness and instant messaging 1. 5. Click Change Basics. In a browser. On the Change Basics page. Under the Sametime Servers heading. 8. sign in to a place as an external user and check for the awareness icon next to your sign in name. Click Other Options in the table of contents. 7. specifying the fully qualified host name of the Lotus Sametime server. For example. or click the Chat link beside your name in the top left corner of the screen. c.acme. To verify that awareness is working. To verify that instant messaging is working. 3. scroll down to the bottom. 3. Click Basics. 2. Then select Chat. using the fully distinguished host name. Under the Real-time collaboration heading. Note: You must sign in as an external user. Note: If your Lotus Sametime server is configured to use Secure Sockets Layer (SSL). make sure the box next to ″Members can see who is online and send instant messages″ is checked.com.

Add the name of that user to the access control list (ACL) of the STConfig. for example: example: C:\Program Files\Lotus\Domino C:\Program Files\Lotus\Domino Domino program directory of the Lotus QuickPlace server. Register a user with an Internet password in the Domino Directory on the Lotus Sametime server. for example: /opt/notesdata Lotus QuickPlace server data directory. Step 2: Copy required files 1. Use this name only for integration of Lotus Sametime with Lotus QuickPlace. Assign the user name Manager access.jar Copy from Copy to Domino program directory of Domino program directory of the the Lotus Sametime server.jar Copy from Copy to Domino program directory of Domino program directory of the the Lotus Sametime server. 42 QuickPlace Installation and Upgrade Guide .ini Domino program directory of the Lotus Sametime server. Lotus QuickPlace server data directory.jar Domino program directory of the Lotus Sametime server.nsf database on the Lotus Sametime server.properties Lotus Sametime server data directory.properties Domino program directory of the Lotus Sametime server. ServiceLocator. For more information on database ACLs.Step 1: Configure a user for Lotus Sametime integration 1. Domino program directory of the Lotus QuickPlace server STCore. ServiceLocator. On AIX: File STMtgManagement. 3. Copy the files from the Lotus Sametime server to the Lotus QuickPlace server. sametime. Shut down and restart the Lotus Sametime server. as described in the following tables: On Windows: File STMtgManagement. the ″Person″ user type.ini Lotus Sametime server data directory. for Lotus QuickPlace server. Domino program directory of the Lotus QuickPlace server. and the [SametimeAdmin] role.jar Domino program directory of the Lotus Sametime server. see Domino Administrator Help. 2. for example: example: /opt/lotus/notes/<latest>/ ibmpow/ /opt/lotus/notes/<latest>/ ibmpow/ Domino program directory of the Lotus QuickPlace server. for example: /opt/notesdata sametime. for Lotus QuickPlace server. STCore.

ini Lotus Sametime server data directory. sametime. For example.jar Copy from Copy to Domino program directory of Domino program directory of the the Lotus Sametime server.ini’) NEWOWN(QNOTES) CHGOWN OBJ(’<QP_server_data_directory>/ServiceLocator. for Lotus QuickPlace server. enter the following commands: CHGOWN OBJ(’/qibm/userdata/lotus/quickplace/ST*’) NEWOWN(QNOTES) CHGOWN OBJ(’<QP_server_data_directory>/sametime.QPJC2. On the Lotus QuickPlace server.ini file. Where a path is indicated. for example: /opt/notesdata Lotus QuickPlace server data directory. On i5/OS: File Copy from Copy to The following recommended directory on the i5/OS server on which you installed Lotus QuickPlace: /QIBM/UserData/Lotus/ QuickPlace/ STMtgManagement. Lotus QuickPlace server data directory.QPJC3.ini Lotus Sametime server data directory. substitute your own Domino program directory path.On Solaris: File STMtgManagement. add the text indicated in bold below to the setting.QPJC4 QPJC1=C:\PROGRAM FILES\LOTUS\DOMINO\quickplace.jar The following directory on i5/OS server where you installed Lotus Sametime: /qibm/proddata/lotus/ sametime STCore. STCore. for example: example: /opt/lotus/notes/<latest>/ sunspa/ /opt/lotus/notes/<latest>/ sunspa/ Domino program directory of the Lotus QuickPlace server.properties’) NEWOWN(QNOTES) 3. ServiceLocator. v On Windows. Lotus QuickPlace server data directory. (i5/OS only) Use the CHGOWN command to change the owner of the files copied in the previous step to QNOTES.jar Domino program directory of the Lotus Sametime server.propertiesLotus Sametime server data directory. for example: /opt/notesdata sametime. edit the JavaUserClassesExt setting in the notes.jar Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 43 .jar The following directory on the The following recommended i5/OS server where you directory on the i5/OS server on installed Lotus Sametime: which you installed Lotus QuickPlace: /qibm/proddata/lotus/ sametime /QIBM/UserData/Lotus/ QuickPlace/ Lotus QuickPlace server data directory. JavaUserClassesExt=QPJC1. 2.properties Lotus Sametime server data directory. ServiceLocator.

jar files to the recommended directory: JavaUserClassesExt=LQPJava1. Where a path is indicated.QPJC3.LQPJava3.xml file and name the copy qpconfig.QPJC2.jar QPJC4=C:\PROGRAM FILES\LOTUS\DOMINO\STMtgManagement.QPJC4 QPJC1=/opt/lotus/notes/<latest>/ibmpow/quickplace.LQPJava4 LQPJava1=/QIBM/ProdData/Lotus/QuickPlace/quickplace.jar v On i5/OS.================= END OF SAMPLE ======================== --> 44 QuickPlace Installation and Upgrade Guide .jar v On Solaris.jar LQPJava3=/QIBM/UserData/Lotus/QuickPlace/STCore. make a copy of the qpconfig_sample. add the text indicated in bold below to the setting. 2.QPJC3.xml file.QPJC2. Open the qpconfig. add the text indicated in bold below to the setting.jar LQPJava2=/QIBM/ProdData/Lotus/QuickPlace/log4j-118compat. remove them to enable the settings in the <sametime> section: <!-.jar and STCore. 3.jar QPJC3=/opt/lotus/notes/ <latest >/sunspa/STCore. Where a path is indicated.================= START OF SAMPLE ====================== <!-.jar QPJC4=/opt/lotus/notes/< latest >/ibmpow/STMtgManagement. copy that section from the qpconfig_sample.xml file in the Lotus QuickPlace server data directory.jar QPJC3=/opt/lotus/notes/< latest >/ibmpow/STCore.jar QPJC4=/opt/lotus/notes/ <latest >/sunspa/STMtgManagement. If there is no qpconfig. substitute your own Domino program directory path. assuming you added the STMtgManagement. If the following lines exist in the<sametime> section of the file.QPJC4 QPJC1=/opt/lotus/notes/<latest>/sunspa/quickplace. JavaUserClassesExt=QPJC1. If there is no <sametime> section.jar v On AIX. JavaUserClassesExt=QPJC1.xml. add the text indicated in bold below.xml file with a text editor. Make sure there is a <sametime> section in the file. 4. substitute your own Domino program directory path.LQPJava2.xml file.jar Step 3: Configure the qpconfig.QPJC2=C:\PROGRAM FILES\LOTUS\DOMINO\log4j-118compat.jar QPJC2=/opt/lotus/notes/<latest>/sunspa/log4j-118compat.jar QPJC2=/opt/lotus/notes/<latest>/ibmpow/log4j-118compat.jar QPJC3=C:\PROGRAM FILES\LOTUS\DOMINO\STCore.xml file 1. Look for the qpconfig.jar LQPJava4=/QIBM/UserData/Lotus/QuickPlace/STMtgManagement.

specifying the fully qualified host name of the Lotus Sametime server. enter http://qpserver. using the fully distinguished host name. Sign on to a place as a Manager. Click Customize. Within the <credentials> element. 2. set the audio enabled attribute to ″false″ in the <tools> element. Click Sign In and type the user name and password of a Lotus QuickPlace administrator. set invite_servers=″true″ in the <meetings> element to support that feature in Lotus QuickPlace. 3. Step 5: Verify that place members can schedule Web conferences 1.xml file and restart the server for the settings to take effect. 3. Under the Sametime Servers heading. Specify other <sametime> settings as needed: v If the Lotus Sametime server is configured to invite other Lotus Sametime servers to meetings. Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 45 . Click Edit Options. type https:// in the URL rather than http://.5. v If you do not want to use Web conferencing video features. for example: <sametime ldap="true"> <meetings invite_servers="false"> <tools> <audio enabled="true"/> <video enabled="true"/> </tools> <credentials> <dn>cn=John Doe/o=acme</dn> <password>xw356l78</password> </credentials> </meetings> </sametime> 6. For example. otherwise users see a warning each time they open a page in a place. type the URL for the Lotus Sametime server in the Sametime Meeting Server field. v If you do not want to use audio Web conferencing features.acme. Note: If your Lotus Sametime server is configured to use Secure Sockets Layer (SSL). Click Basics. In a browser. set the video enabled attribute to ″false″ in the <tools> element. Click Other Options in the table of contents. Step 4: Specify the Lotus Sametime server for Lotus QuickPlace to use 1.com/QuickPlace 2. 7.acme.com. 6. 4. http://stserver. 4. Click Change Basics. 7. for example. 5. Click Server Settings in the table of contents. enter the URL of the Lotus QuickPlace server. type the distinguished name and Internet password of the user you created in the Domino Directory in step 1. Click Next. Save the qpconfig.

Users who subscribe to calendar events should receive an invitation in their mail. From the place. Fill in the relevant fields. 9. For more information on subscribing to calendar events.5. To test that members can schedule online meetings . Click Done. Under the Real-time collaboration heading. and then click Publish. make sure ″Members can schedule online meetings″ is checked. click Help in a place. choose Calendar . Scroll down to the bottom of the Change Basics page.Online Meeting. 8. 46 QuickPlace Installation and Upgrade Guide . 7.New . create a calendar entry in a Place. with a link to the meeting. 6.

0a.0. For a description of new features introduced in Lotus QuickPlace 7.nsf database.0 must select the option ″Do not use a separate offline password″ in their Member Profiles of their offline places to enable the feature. For backward compatibility. v If you upgrade from a previous version of Lotus QuickPlace.1 If you are upgrading Lotus QuickPlace 3.5. Performance enhancements The following performance enhancements result in quicker page loading. pages that use system images heavily. see the Lotus QuickPlace Administrator’s Guide.nsf as well as in the file system. for example the Edit Page. As a result of this change.0 Note the following points about new features when upgrading to Lotus QuickPlace 7. © Copyright IBM Corp. Features introduced in Lotus QuickPlace 6. For more information on these features. or 6. you can do so at any time. In previous releases.0. For more information. 3. If you want to switch to Domino management of directory lookups. or 3. places were limited to approximately 300 to 900 individual members.0.1 to Lotus QuickPlace 7.0. The compression reduces the size of HTML transmissions to 30% or less of the uncompressed size. Page compression Lotus QuickPlace compresses the HTML and text content in pages it transmits to clients if the browser supports compression.1. Upgrading and new features in Lotus QuickPlace 7.0.5. Expanded membership feature The expanded membership feature supports up to 4000 individual members of a place.1 to Lotus QuickPlace 7. system images are stored in resources. you might be interested in the following features that were introduced in Lotus QuickPlace 6. Upgrading from Lotus QuickPlace version 2 is not supported.0. the upgrade process preserves the existing user directory configuration in which Lotus QuickPlace manages the directory lookups. load much more quickly than in previous releases.1. see the Lotus QuickPlace Administrator’s Guide. users of offline places that were created prior to version 7.″ New features for administrators in release 6.1 The following features for administrators were introduced in release 6.Chapter 5 Upgrading to Lotus QuickPlace 7.5.1 and that are included with Lotus QuickPlace 7. 2005 47 . see the chapter ″Getting Started.0.0.5.0. 3.0a. 3. v If you use the qpconfig.5. New method for retrieving system images Lotus QuickPlace takes advantage of Domino’s HTTP-accessible data directories by accessing system images from the file system. In previous releases system images were accessed from the resources.xml file use_login_passwords=″true″ setting.0 This chapter provides instructions for upgrading Lotus QuickPlace 3.

the page creator’s name still displayed. Even if another editor updated the page.1 to Lotus QuickPlace 7. Only HTML and text content is compressed. New security features Lotus QuickPlace provides new security features that allow you to block specific protocols referenced in link URLs. a page creator’s name and the date that the page was last modified displayed at the top of the page. In this release a Created By field shows the name of the page creator and the date it was published. Page compression is enabled by default. The process of upgrading a server and places is separated into independent stages. you can choose to upgrade places and PlaceTypes 48 QuickPlace Installation and Upgrade Guide . An Updated By field displays below the Created By field.0. but you can disable it using the new qpconfig. XP. Lotus QuickPlace 7.xml setting browser_caches_place_content to prevent Lotus QuickPlace from caching pages on the browser that contain user data. New features for users in release 6. This separation minimizes the downtime required to upgrade.1. New setting for disabling browser page caching As a security measure. you can use the new qpconfig. Microsoft PowerPoint. This setting is effective on all supported browsers. This includes the ability to: v v v v Import Office 2003 documents into Lotus QuickPlace Create and view Office 2003 documents within Lotus QuickPlace Perform editing round trips on Office 2003 pages Create and use Office forms based on imported Office 2003 documents The specific Office 2003 applications supported are Microsoft Word.0 upgrade process You can upgrade Lotus QuickPlace 3.5. If you have multiple versions of Office. After you upgrade a server to Lotus QuickPlace 7.1 The following features for users were introduced in release 6.xml setting page_compression. For more information on these features.0. and Microsoft Excel.1. Updated pages show last editor In previous. 3. The Updated By field shows the name of the most recent editor and the date of most recent update. and to block imports of files that contain cross-site scripts.0.0a. or mixed versions of Office applications. Support for importing and publishing Office 2003 documents Office integration features are upgraded to include the same level of support for Office 2003 documents. Pages that do not contain user data are still cached by the browser.5. or 6. see the Help.with the result that users can open large pages more quickly than in previous releases. 3.0. and 2000. not images or attachments.5. New My Places settings Use the new place_links setting to control whether Lotus QuickPlace opens a place accessed through My Places in the current browser window or in a new browser window. Lotus QuickPlace seeks to use them in the following order: 2003.

Do not allow Lotus QuickPlace 3.0 49 . 2. If there are offline users.5.0. For more information on qptool replicamaker. 3. reenable cluster replication and enable qptool replicamaker between the servers. Servers in a cluster should all run version 7. 6. see the topic ″Upgrading Lotus QuickPlace in a cluster.1. perform the following steps: 1. Upgrade the server to Lotus QuickPlace 7. 2. Upgrade the on-disk structure of places.0 servers. Use the QPTool upgrade -server command on only one server in the cluster to upgrade the design of databases.0. Let replication pass the design upgrades to all servers.1 servers.″ Upgrading Lotus QuickPlace in a non-clustered environment To upgrade to Lotus QuickPlace 7. Stop one Lotus QuickPlace server in the cluster.0.0 servers can coexist in the same Domino domain as Lotus QuickPlace 3. Follow steps 1 through 4 with each server in the cluster. 6.1 servers to replicate with Lotus QuickPlace 7. 4.0. redirect HTTP traffic to the other cluster members. At this point you can make the cluster accessible to users again. perform the following steps: 1. The existing places remain available except when they are locked for the relatively short time when they are being upgraded. Back up places and PlaceTypes. if used. In a non-cluster environment. 3.0 servers is supported only during the limited process of upgrading. 7.″ If you are upgrading in a non-cluster environment.0. clear the browser cache on offline clients before installing places offline in Lotus QuickPlace 7.0. Lotus QuickPlace 7. If you are using Network Dispatcher. 3. If you are upgrading in a cluster environment. Upgrading Lotus QuickPlace servers in a cluster You should upgrade all servers in a cluster to Lotus QuickPlace 7. Upgrade the places and PlaceTypes. see theLotus QuickPlace Administrator’s Guide. as long as they do not use existing places or PlaceTypes to create them. To upgrade Lotus QuickPlace servers in a cluster.0 in a non-clustered environment.to enable new features in them when it is convenient. Back up places and PlaceTypes. Unregister and then re-register places with the Place Catalog.0 interoperation with earlier versions of Lotus QuickPlace is supported only in non-cluster environments. and can continue to create new places and PlaceTypes.0a.0. Upgrade the design of databases on the server.5. and disable replication between it and other cluster members. Restart the server. When all servers in the cluster are running Lotus QuickPlace 7. see the topic ″Upgrading Lotus QuickPlace in a non-clustered environment.0 7. 8. 4. Users can continue to work in their existing places before you upgrade places and PlaceTypes. Upgrade the server that you stopped to Lotus QuickPlace 7. or Lotus QuickPlace 6. Chapter 5 Upgrading to Lotus QuickPlace 7. 5.0 or higher servers or Lotus QuickPlace 6. 5. Lotus QuickPlace 7. 3. Coexistence between version 3 servers and version 7. Update Lotus Sametime integration features.

Note: If you start the Domino server before upgrading the Lotus QuickPlace server. offline users should perform the following steps on their clients before you upgrade the server: a. see Domino Administrator Help available on the Web at www.0. Save the backup copies to different media from the media your organization uses for its standard backup process.lotus.com/ldd/doc for system requirements and other important Lotus QuickPlace installation information.0 on the Windows operating system: 1.0 To upgrade a server to Lotus QuickPlace 7. If you are upgrading a Lotus QuickPlace server that is set up for offline use. 5. Stop any other Windows programs that are running. Do not rely solely on your organization’s standard backup process. Note: Users will need to re-install places offline after the upgrade is complete. 4. Verify the backup media by restoring it. Use the QPTool upgrade -a command on only one server in the cluster to upgrade places and PlaceTypes. 9. Update Lotus Sametime integration features.0. For instructions. ignore the ″java. Upgrading the Lotus QuickPlace server (Windows) Perform the following steps to upgrade a server to Lotus QuickPlace 7. Use the QPTool unregister and register commands on all servers in the cluster to unregister and then re-register all places. make duplicate backup copies. After replication. If there are offline users. Stop the Domino server if it is running. Backing up places and PlaceTypes Places and PlaceTypes are assets that are critical to your organization. Upgrade the Domino server to Domino 7.0 11. If this step is not possible. 2. Upgrade the on-disk structure of places.Programs .com/ldd/doc.8.0. Upgrading the server to Lotus QuickPlace 7. Save the backup copies in a secure location for at least several months. perform the appropriate procedure for your operating system.Lotus Domino Sync Manager .Uninstall Lotus Domino Sync Manager. perform the following steps to back up places and PlaceTypes: 1. sign in to each server as an administrator and refresh the list of PlaceTypes. After you upgrade to Lotus QuickPlace 7. because it might delete backup copies too quickly.lotus. Uninstall Sync Manager.0 at www. Make backup copies of all the places and PlaceTypes on the server. 10. if used. clear the browser cache on offline clients before installing places offline in Lotus QuickPlace 7.dll could not be found″ error message if it is displayed. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace 7. Before you upgrade to Lotus QuickPlace 7. 3. 3. b. Then delete the PlaceTypes on all the other servers and let the upgraded PlaceTypes replicate throughout the cluster. Click Start .0 the error will not be displayed. 12. 2. 50 QuickPlace Installation and Upgrade Guide . Synchronize the offline places with the server.

c. In the Software License Agreement window. Double-click Setup. navigate to the directory with the Lotus QuickPlace installation kit. e. Uninstall Lotus Domino Sync Manager. 7. c. In the Start Copying Files window. 2. then press Enter again to display the license agreement.lotus. click Next. and then click Next. 4. In the Choose Destination Location window. d. press 1 to accept the agreement and continue with the installation. and if they are correct. After installation is complete. Upgrade the Domino server to Domino 7. When prompted.0 on the AIX or Solaris operating systems: 1. Synchronize the offline places with the server.dll could not be found″ error message if it is displayed. Note: If you start the Domino server before upgrading the Lotus QuickPlace server.0 the error will not be displayed. ignore the ″java. Open a terminal window and log in to the server as a root user.exe.0 51 . in the QuickPlace Server Configuration window. Navigate to the directory that contains the Lotus QuickPlace installation kit. click Next to begin the installation. In the Welcome window. g. Perform the following steps to upgrade Lotus QuickPlace: a. click Next. b. f. type the number that corresponds to the language in which you prefer to read the Lotus Software Agreement.com/ldd/doc. review the directory path names that are displayed. Stop the Domino server. click Accept.com/ldd/doc for system requirements and other important installation information. In the Congratulations dialog box. b. Note: Users will need to re-install places offline after the upgrade is complete. b. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace 7. If you are upgrading a Lotus QuickPlace server that is set up for offline use. Press Enter to continue. Chapter 5 Upgrading to Lotus QuickPlace 7. Upgrading the Lotus QuickPlace server (AIX and Solaris) Perform the following steps to upgrade a server to Lotus QuickPlace 7. click Finish. select the directory that holds the Domino program files. 3.0 at www.0. If you are installing Lotus QuickPlace from a network drive. offline users should perform the following steps on their clients before you upgrade the server: a. d.6. For instructions. After you upgrade to Lotus QuickPlace 7. Enter this command to start the Lotus QuickPlace installation: ./install e. Insert and start the Lotus QuickPlace installation CD. When you have read the agreement. f. Perform the following steps to upgrade Lotus QuickPlace: a.lotus. see Domino Administrator Help available on the Web at www.

or 6. To upgrade from QuickPlace 3. and QuickPlace 3.0 on i5/OS. j. End any existing Domino servers on your system. The UNIX user specified in the previous step must be a member of this group.0a (English only). h. press Enter and type a new value. Upgrading the Lotus QuickPlace server (i5/OS) This procedure describes how to upgrade your Lotus QuickPlace server to Release 7. g. Upgrade your Lotus QuickPlace server to Domino 7. Specify the UNIX group that will own the Lotus QuickPlace server files. press Enter to accept the change and continue with the installation. Prepare the Domino 7 server for the addition of Lotus QuickPlace. Press TAB to continue. Press TAB to install Lotus QuickPlace.1 is installed on top of your Domino server.1. follow these steps: 1. or 6. The default Domino program directory is opt/ibm/lotus. see the book Installing and Managing Domino 7 for i5/OS. Specify the Domino program directory as the directory where the Lotus QuickPlace program files will be installed.0. To see a list of QuickPlace hotfixes. 2. For example: v Installation type: New Upgrade. Specify the Domino data directory as the directory where the Lotus QuickPlace data files will be installed. 3. To change a default. 3. 52 QuickPlace Installation and Upgrade Guide . be sure that any active Domino subsystems are also ended.0 if you are already running a Domino server. For more information on installing Domino 7 and upgrading your server.1.1 to Lotus QuickPlace 7. You must install the Lotus QuickPlace program files to the directory that holds the Domino program files.Note: Many of the following steps require that you accept a default or type a new value. 3. This must be the same user who owns the Domino server files. i.5.0. When the installation program displays ″Configuration of the Install program is complete.″ press TAB to review your installation settings. Delete the QuickPlace licensed program by typing the following command and pressing Enter: DLTLICPGM LICPGM(5733LQP) 4. After you enter a new setting. Delete any QuickPlace hotfixes if they are installed. The default Domino data directory is /local/notesdata.5.0a (English only). 5. Specify the UNIX user who will own the Lotus QuickPlace server files.0. Press TAB to continue. type the following command and press Enter: RMVPTF LICPGM(5733LQP) SELECT(PTF#) 3.0. After ending the servers. v Program directory: /opt/ibm/lotus v Data directory: /local/notesdata v UNIX user: UNIX user v UNIX group: UNIX group l. You must install the Lotus QuickPlace data files into the directory that holds the Domino data files. k. 3. This must be the same group that owns the Domino server files. type the following i5/OS command and press Enter: DSPPTF LICPGM(5733LQP) To delete the hotfixes.

When the Lotus QuickPlace option screen appears. Before proceeding to the next step. The Language Pack can either be installed from CD-ROM or downloaded from the Web. and old places cannot be used to create new PlaceTypes. 13. Chapter 5 Upgrading to Lotus QuickPlace 7. 7.ibm. until both are upgraded. If you prefer to use a non-English version of Lotus QuickPlace. 6. See the topic ″Upgrading the design of databases on the server″ later in this chapter. Upgrade places and PlaceTypes. visit the Lotus QuickPlace for i5/OS Web site at the following address for a link to the latest information regarding Domino 7 language versions and the additional steps that may be necessary to prepare the Domino server for your preferred language: http://www. Register the server and all places with the Place Catalog. Old places cannot be refreshed from their PlaceTypes. you will be prompted to enter the password. type the following command and press F4: LODRUN 8. type the following value and press Enter: ’/os400’ 10. 11. the passwords must be entered one at a time. If your server ID file has multiple passwords. Language Pack installation instructions are included with the Language Pack as file Read1st. v If you plan to install Lotus QuickPlace in a language other than English.html file for detailed instructions. Verify that the ″Fully qualified internet host name″ field on the Basics tab contains the fully qualified name of the Domino server and not the name of the system. See the topic ″Registering places with the Place Catalog″ later in this chapter. In the Directory field. 12. The system loads the Lotus QuickPlace programs to the appropriate system libraries and /QIBM directories. On the LODRUN display. If necessary. Start the Lotus QuickPlace server.txt. Note: Old PlaceTypes cannot be used to create new places.v Install the Domino 7 update that is included on your Lotus QuickPlace 7. On any i5/OS command line. See the topic ″Upgrading places and PlaceTypes″ later in this chapter.com/eserver/iseries/QuickPlace v Start the Domino server and use Domino Administrator to edit the Server document. end the Domino server. Note: If you already have Domino installed on your system and the server ID files are password protected. you should install the Lotus QuickPlace Language Pack at this time.0 53 . After the password has been entered. type the following value in the Device field and press Enter: *opt 9. Insert the Lotus QuickPlace for i5/OS CD in your system’s optical drive. Upgrade the design of all databases on the server. 14. See the Readme. and old PlaceTypes cannot be refreshed from their places. edit the field and save the Server document. Note: When you start the Domino server you also start the Lotus QuickPlace server. press Enter to continue with the installation of Lotus QuickPlace. 15. You will see status messages as the system installs the software.0 media. type a 1 beside the Lotus QuickPlace product option and press Enter to begin the installation.

use the QPTool upgrade command to upgrade places and PlaceTypes created prior to Lotus QuickPlace 7.Upgrading the design of databases on the server Before you upgrade places and PlaceTypes.upgrade. see the Lotus QuickPlace Developer’s Guide. the qptool. Instruct users not to change or refresh PlaceTypes until all PlaceTypes are upgraded. To upgrade places and PlaceTypes. all Lotus QuickPlace 7. This file indicates if the upgrade was successful. v To log server activities related to upgrading places and PlaceTypes. then PlaceTypes.0"?> <service> <servers> <server> <hostname>servername</hostname> <placetypes /> <places /> <action_status action="upgrade"> <code>code number(0 if successful)</code> <message>error message(if there’s an error)</message> </action_status> </server> </servers> </service> Upgrading places and PlaceTypes After you have upgraded the design of databases on the server. where value is a number from 1 to 4. upgrade places first.0 installation. Keep the following points in mind when upgrading places and PlaceTypes: v You can upgrade only places and PlaceTypes that are Lotus QuickPlace version 3. v A place is locked while it is being upgraded. Place managers must add these components themselves. If you upgrade multiple places at the same time. enter the following command from the Domino server console: load qptool upgrade arguments The following table describes the arguments you can use with the command.0 features work in them. After you upgrade places and PlaceTypes. the user interface components ″SiteMapLauncher″ and ″MyPlaces″ are not added to custom themes. For information on user interface components. v When a place is upgraded. To upgrade the design of databases: 1.0 or later.ini setting QuickPlaceUpgradeLogging=value.xml file is created in the Domino program directory by default. 54 QuickPlace Installation and Upgrade Guide . From the Domino server console. v Prior to upgrading places and PlaceTypes. Enable upgrade logging only temporarily to aid in troubleshooting. It contains the following xml: <?xml version="1. enter the following command: load qptool upgrade -server 2. v If you upgrade places and PlaceTypes incrementally (using -p or -pt). use the notes. When the upgrade is finished. use the QPTool upgrade command to upgrade the design of all databases on the Lotus QuickPlace server. You cannot change or refresh PlaceTypes until they are upgraded. you cannot use existing places or PlaceTypes to create new places or PlaceTypes. only one place is locked at a time.

upgrade.0 55 . Task Command Run the design task on the server to >load qptool upgrade -server upgrade the design of databases before upgrading multiple places and PlaceTypes.xml in the server program directory. Use this command right before you upgrade all places and PlaceTypes with ″qptool upgrade -a″ command or multiple specified places and PlaceTypes with ″-p″ or ″-pt″ arguments. the file qptool. Check the output file for any upgrade errors. upgrade the place before upgrading the PlaceType. XML input file that specifies the places and PlaceTypes to upgrade. and PT3 and log results to the XML output file qptool. This command provides optimal performance when you upgrade a large number of places and PlaceTypes. PT2.xml. >load qptool upgrade -p P1 >load qptool upgrade -p P1 -f >load qptool upgrade -pt PT1 PT2 PT3 -o qptool. This file indicates whether the upgrade was successful.upgrade. Upgrades a specified PlaceType or a list of PlaceTypes that are separated by spaces. Upgrade place P1 to the current release. Upgrade all places and PlaceTypes on >load qptool upgrade -a -f the server to the current release. Runs upgrade even if system has not detected it needs to be run or even if it has detected the database version does not support upgrade. It contains the following xml: Chapter 5 Upgrading to Lotus QuickPlace 7. Upgrade place P1. Argument -? -server Description Prints help on the command.myupgrade.xml is created by default in the Domino program folder.For more information on QPTool commands see the Lotus QuickPlace Administrator’s Guide. Upgrade all places and PlaceTypes on >load qptool upgrade -a the server. If the place from which the PlaceType was created still exists.xml When the upgrade is finished. Upgrades all places and PlaceTypes on the server. By default the command logs results to qptool.myupgrade. Upgrade PlaceTypes PT1. Runs the design task for all data on the server. XML output file that logs the results of the command. Upgrades a specified place or a list of places that are separated by spaces. -a -f -p place(s) -pt PlaceType(s) -i -o Examples of the upgrade command The following table provides examples of using the upgrade command.

Perform the following steps to unregister and then re-register places: 1. The unregister step. Note: Place names in the Place Catalog must be unique.0.xml is created by default in the Domino program directory. For more information. For more information on the QPTool register command. which is a new step for upgrades in version 7. see the Lotus QuickPlace Administrator’s Guide. enter any the following commands to re-register a place or places: To re-register a specific place with the Place Catalog: load qptool register -p placename -placecatalog To register all places on the server with the Place Catalog: load qptool register -a -placecatalog 3.register. you might receive an error if a name already exists when you attempt to register a place. Then use the QPTool register command to re-register the places. This file indicates whether the command was successful. see the chapter ″Setting up the Place Catalog″ in the Lotus QuickPlace Administrator’s Guide. If your configuration allows for a single Place Catalog across multiple servers. Change the unregistered place name to a unique name by copying the place directory to a uniquely named directory. the file qptool.0"?> <service> <servers> <server> 56 QuickPlace Installation and Upgrade Guide . From the Domino server console. use the QPTool unregister command to unregister upgraded places with the Place Catalog. enter any the following commands to unregister a place or places: To unregister a specific place with the Place Catalog: load qptool unregister -p placename -placecatalog To register all places on the server with the Place Catalog: load qptool unregister -a -placecatalog 2. When unregistration or registration is finished.0"?> <service> <servers> <server> <hostname>servername</hostname> <placetypes /> <places> <place> <name>placename</name> <action_status action="upgrade"> <code>code number(0 if successful)</code> <message>error message(if there’s an error)</message> </action_status> </place> </places> </server> </servers> </service> Unregistering and re-registering places with the PlaceCatalog After you have upgraded places and PlaceTypes.<?xml version="1. is required to update My Places information in the Place Catalog as well as to add new fields to the Place Catalog. From the Domino server console. for example: <?xml version="1.

Internet Options . perform the steps in the topics ″Updating integration features after upgrading to Lotus QuickPlace 7. 3.0 server.″ Re-open the browser.0″ and ″Verifying that Lotus Sametime integration Chapter 5 Upgrading to Lotus QuickPlace 7.5.0.Delete Files.Settings . 3. Click Tools . 5. you can upgrade Lotus Sametime integration features on the Lotus QuickPlace server. In the Tools pane at the right.0 format to take advantage of database performance improvements.0.″ If you upgrade to Lotus Sametime 7. After you upgrade to Lotus QuickPlace 7. Click OK. (Optional) Select options to control how the Compact task runs. 1.0 57 . clear the browser cache: From Internet Explorer.0 To 1.0.Compact. Or drag the selected database(s) to the Compact tool.View Objects. select Database . 4.0″ and ″Verifying Lotus Sametime integration is working. before installing places offline with Lotus QuickPlace 7. Select the databases associated with places in the previous Lotus QuickPlace release. Click the Files tab. 2. perform the steps in the topics ″Updating integration features after upgrading to Lotus Sametime 7. upgrade to Lotus QuickPlace 7. A Lotus QuickPlace 7. Click ″Delete all offline content″ and click OK. For more information on the Compact task and how to run it.1 server or a Lotus Sametime 7. Compacting the databases upgrades their on-disk structure (ODS) to the Domino 7. From the Domino Administrator.<hostname>servername</hostname> <places> <place> <name>placename</name> <action_status action="RegisterInPlaceCatalog"> <code>code number(0 if successful)</code> <message>error message(if there’s an error)</message> </action_status> </place> </places> </server> </servers> </service> Clearing the browser cache on offline clients Offline users should perform the following steps to clear the browser cache on their clients. 6. Upgrading the on-disk structure of places Perform the following steps to use the Files tab of the Domino Administrator to run the Compact task on the databases of existing places. If you plan to upgrade to Lotus Sametime 7. in the Server pane select the Domino server that runs Lotus QuickPlace. 5.0 server can work with a Lotus Sametime 6. Updating Lotus Sametime integration features After you upgrade a Lotus QuickPlace server to version 7. 2.Internet Options . choose Tools .0.0 first. Delete ″LotusDRSControlClass. see Domino Administrator Help. 4.

0: 58 QuickPlace Installation and Upgrade Guide .lotus. (i5/OS only) Enter the following command to ensure that QNOTES is still the owner of the file: CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/*’) NEWOWN(QNOTES) Note: No steps are required to update Web conferencing integration after you upgrade the Lotus QuickPlace server.5. the QuickPlace subdirectory of the Lotus QuickPlace server data directory. and Solaris. To update the awareness and instant messaging integration: To update the awareness and instant messaging configuration after the upgrade to Lotus Sametime 7.jar Copy to \Domino\html\QuickPlace\ peopleonline subdirectory of the Lotus Sametime server data directory.0 server is not supported. File name PeopleOnline31. see the Lotus Sametime Installation Guide for your server platform.com/ldd/doc. copy the PeopleOnline31.jar file from the Lotus QuickPlace server to the Lotus Sametime server as described in the following table. To update awareness and instant messaging integration. update the awareness and instant messaging integration and then the Web conferencing (Sametime meeting) integration. For information on upgrading to Lotus Sametime 7. Updating integration features after upgrading to Lotus QuickPlace 7.0.″ These steps assume that Lotus QuickPlace server was operating successfully with the Lotus Sametime server prior to the upgrade.0 Perform the following steps after you upgrade to Lotus QuickPlace 7.″ Updating integration features after upgrading to Lotus Sametime 7.jar On i5/OS the following directory: /qibm/proddata/lotus/ quickplace/DATA/ QUICKPLACE/ PeopleOnline31. Replace the existing file. 2. For example: On Windows: C:\Lotus\Domino\Data\ QuickPlace\PeopleOnline31.1 server with a Lotus Sametime 7. Perform the steps described in the topic ″Verifying that Lotus Sametime integration is working. AIX.jar Copy from On Windows.is working. which is available at http://www.0 If you upgrade to Lotus Sametime 7.0 1. 3. Note: Using a Lotus QuickPlace 6.jar On AIX and Solaris: /opt/notesdata/QuickPlace/ PeopleOnline31.0.

(i5/OS only) Enter the following command to ensure that QNOTES is the owner of each of the files: CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/*’) NEWOWN(QNOTES) To upgrade the Web conferencing integration: To upgrade the Web conferencing integration after the upgrade to Lotus Sametime 7.jar QPJC3=/opt/lotus/notes/<latest>/sunspa/STCore.ini file on the Lotus QuickPlace server.jar Copy from bin subdirectory of the Sametime Java Toolkit Copy to \Domino\html\QuickPlace\ peopleonline subdirectory of the Lotus Sametime server data directory \Domino\html\QuickPlace\ peopleonline subdirectory of the Lotus Sametime server data directory CommRes.jar v (Solaris) Edit the JavaUserClassesExt setting so it appears as follows.jar QPJC4=C:\PROGRAM FILES\LOTUS\DOMINO\STMtgManagement.jar QPJC2=/opt/lotus/notes/<latest>/sunspa/log4j-118compat.jar. Download the IBM Lotus Sametime 7. JavaUserClassesExt=QPJC1. where a path is indicated. substitute your own Domino program directory path.jar QPJC3=/opt/lotus/notes/<latest>/ibmpow/STCore. Copy the files listed below to the QuickPlace\peopleonline subdirectory on the Lotus Sametime server: File name STComm.QPJC3. JavaUserClassesExt=QPJC1.QPJC2. where a path is indicated.jar QPJC3=C:\PROGRAM FILES\LOTUS\DOMINO\STCore.QPJC2. where a path is indicated.1.jar files are no longer needed for Lotus Sametime 7. 2.jar QPJC4=/opt/lotus/notes/<latest>/ibmpow/STMtgManagement. This directory does not have to be on the Lotus Sametime server. xalan. 2. Edit the JavaUserClassesExt setting in the notes.jar v (AIX) Edit the JavaUserClassesExt setting so it appears as follows. substitute your own Domino program directory path. Unzip the download file to a convenient directory to access the contents of the bin subdirectory. Click the Toolkits link on the Downloads section of the Lotus Sametime Developer’s Web site at http://www.QPJC4 QPJC1=/opt/lotus/notes/<latest>/ibmpow/quickplace.jar bin subdirectory of the Sametime Java Toolkit 4.ini file.jar. 3.QPJC2.ibm.jar QPJC2=C:\PROGRAM FILES\LOTUS\DOMINO\log4j-118compat. and ibmjsee.0: 1. JavaUserClassesExt=QPJC1.QPJC3. xml-apis.com/developerworks/lotus/products/instantmessaging. Open the notes.0 and should be removed: v (Windows) Edit the JavaUserClassesExt setting so it appears as follows. substitute your own Domino program directory path.QPJC4 QPJC1=C:\PROGRAM FILES\LOTUS\DOMINO\quickplace. note that the entries for the xercesImpl.0 59 .jar QPJC2=/opt/lotus/notes/<latest>/ibmpow/log4j-118compat.jar.jar Chapter 5 Upgrading to Lotus QuickPlace 7.QPJC3.0 Java Toolkit to a convenient directory.QPJC4 QPJC1=/opt/lotus/notes/<latest>/sunspa/quickplace.

you can continue to use it or you can copy the files to the recommended directory.jar 3.jar LQPJava3=/QIBM/UserData/Lotus/QuickPlace/STCore. On AIX: File STMtgManagement.QPJC4=/opt/lotus/notes/<latest>/sunspa/STMtgManagement. The path name shown is the recommended one for storing the STCore.ini file.properties Domino program directory of Domino program directory of the the Lotus Sametime server. Lotus QuickPlace server. for example: /opt/notesdata sametime. as indicated in the following tables: On Windows: File STMtgManagement. 60 QuickPlace Installation and Upgrade Guide . If currently you use a different directory. 4.jar Copy from Copy to Domino program directory of Domino program directory of the the Lotus Sametime server. Lotus QuickPlace server. for example: /opt/notesdata Lotus QuickPlace server data directory. Lotus QuickPlace server.properties Lotus Sametime server data directory. ServiceLocator. for for example: example: C:\Program Files\Lotus\Domino C:\Program Files\Lotus\Domino STCore.jar LQPJava2=/QIBM/ProdData/Lotus/QuickPlace/log4j-118compat. for for example: example: /opt/lotus/notes/<latest>/ ibmpow/ /opt/lotus/notes/<latest>/ ibmpow/ STCore.jar Domino program directory of Domino program directory of the the Lotus Sametime server. Copy files from the Lotus Sametime server to the Lotus QuickPlace server. Lotus QuickPlace server.jar LQPJava4=/QIBM/UserData/Lotus/QuickPlace/STMtgManagement. JavaUserClassesExt=LQPJava1. Lotus QuickPlace server data directory.jar and STManagement.LQPJava4 LQPJava1=/QIBM/ProdData/Lotus/QuickPlace/quickplace.jar Domino program directory of Domino program directory of the the Lotus Sametime server.LQPJava3. Lotus QuickPlace server. sametime.ini Lotus Sametime server data directory. Lotus QuickPlace server.ini Domino program directory of Domino program directory of the the Lotus Sametime server.LQPJava2.jar files. Save and close the notes.jar Copy from Copy to Domino program directory of Domino program directory of the the Lotus Sametime server. ServiceLocator.jar v (i5/OS) Edit the JavaUserClassesExt setting so it appears as follows.

ini Lotus Sametime server data directory. Lotus QuickPlace server data directory. Lotus QuickPlace server data directory.properties Lotus Sametime server data directory. for for example: example: /opt/lotus/notes/<latest>/ sunspa/ /opt/lotus/notes/<latest>/ sunspa/ STCore. On i5/OS: File STMtgManagement.0 61 .0.″ Verifying that Lotus Sametime integration is working After completing the steps in the topic ″Updating integration features after upgrading to Lotus Sametime 7. Lotus QuickPlace server data directory. enter the following commands: CHGOWN OBJ(’/qibm/userdata/lotus/quickplace/ST*’) NEWOWN(QNOTES) CHGOWN OBJ(’<QP_server_data_directory>/sametime.ini Lotus Sametime server data directory. sametime. for example: /QIBM/UserData/Lotus/ QuickPlace/ STCore. For example.On Solaris: File STMtgManagement.jar Copy from Copy to Domino program directory of Domino program directory of the the Lotus Sametime server. The directory specified in the JavaUserClassesExt setting in Step 2.properties’) NEWOWN(QNOTES) 6.ini’) NEWOWN(QNOTES) CHGOWN OBJ(’<QP_server_data_directory>/ServiceLocator. for example: /opt/notesdata Lotus QuickPlace server data directory. 5.0″ or the topic ″Updating integration features after upgrading to Lotus Sametime 7. Lotus QuickPlace server.jar Domino program directory of Domino program directory of the the Lotus Sametime server. ServiceLocator. Lotus QuickPlace server. Perform the steps described in the topic ″Verifying that Lotus Sametime integration is working.″ perform the following steps to verify that the integration is still working: Chapter 5 Upgrading to Lotus QuickPlace 7.jar The following directory on the i5/OS server where you installed Lotus Sametime: /qibm/proddata/lotus/ sametime ServiceLocator.properties Lotus Sametime server data directory. for example: /opt/notesdata sametime.jar Copy from The following directory on the i5/OS server where you installed Lotus Sametime: /qibm/proddata/lotus/ sametime Copy to The directory specified in the JavaUserClassesExt setting in Step 2 on the i5/OS server where you installed Lotus QuickPlace. (i5/OS only) Use the CHGOWN command to change the owner of the files copied in the previous step to QNOTES.

Or click the Chat link beside your name in the top left corner of the screen. If Web conferencing is configured. test that members can schedule online meetings. sign on to a place as an external user and check for the awareness icon next to your sign on name.1. Start the Lotus QuickPlace server. click Calendar . and then click Chat. fill in the relevant fields. and then click Publish. the Lotus Sametime server. To verify that awareness is working. To verify that instant messaging is working. Users who subscribe to calendar events should receive an invitation in their mail. 3. with a link to the meeting. 2. and the LDAP directory server.Online Meeting. 62 QuickPlace Installation and Upgrade Guide . 4. find a document that was created by a user listed as online. Create a calendar entry in a Place.New . click the user’s name.

Appendix A Configuring the Domino Server for Local Users This appendix describes the certifier configuration required on the Lotus Domino server to support local Lotus QuickPlace users. ou=QP to the user’s or group’s common name. the Domino server certifier must use no more than two levels of organizational units (OUs). There is no such limitation for external users. If you are copying places from a Lotus QuickPlace 3. For example. you change the name once in the user directory. Place1. see the Lotus QuickPlace Administrator’s Guide. rather than local users. the local user John Doe becomes cn=John Doe/ou=Place1/ou=QP/ou=Dallas/ou=Div1/o=Acme when added as a member of the place. follow these steps to change the format before you use the QPTool changemember command. If you want to use local Lotus QuickPlace users despite the disadvantages. is recommended. see the Lotus QuickPlace Administrator’s Guide. Install a new Lotus QuickPlace server that has no more than two OU levels. For more information on qptool upgrade. 3. rather than change the name in each place to which the user belongs. 2. An external user is a user that is registered in a user directory.0x or 6.″ © Copyright IBM Corp. you can correct the problem by moving the places to a server with two or fewer OU levels as follows: 1. Lotus QuickPlace adds the OUs ou=placename. If the Domino server certifier has more than two OU levels. For a variety of of reasons. You can use a Lotus QuickPlace server with more than two OU levels in the certifier only if you use external users and groups as members. if the Domino server certifier ends in /ou=Dallas/ou=Div1/o=Acme. If your server uses more than two OU levels If you have already used more than two OU levels on a Domino server and the Lotus QuickPlace OUs are being removed from the names of local users and groups. run qptool upgrade -p placename(s) on the place. For more information on using the QPTool changemember command. 2005 63 . Otherwise. To generate the name of a local member or group for a place. For more information on the advantages of user directories.5. Copy the places with the truncated local user names to the new Lotus QuickPlace server. the OUs specific to Lotus QuickPlace are removed and the user cannot access places. if an external user’s name changes. For example. see the chapter ″Upgrading to Lotus QuickPlace 7.1 server. Then Lotus QuickPlace adds to the name the OU and O components generated by the certifier of the server on which Lotus QuickPlace runs. Domino certifier requirements for local users A local user is a member of a place who is registered directly in the place. You can convert local users to external users with the QPTool changemember command if the local users are valid. If you already have local users that were created on a server with more than two OUs. skip this step. using external users with Lotus QuickPlace.

for example. Run qptool register -install -p placename(s) on the new server.4. 64 QuickPlace Installation and Upgrade Guide . Verify that the local names in the places are in the correct format. that they contain the /ou=placename/ou=QP components followed by the OU components (maximum of 2) from the server certifier.

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10. 13 Troubleshooting i5/OS installation 17 I i5/OS additional resources 5 configuring Domino 14 enabling offline use 22 installation on 10. 30 troubleshooting 21 E Encrypting offline places 31 F FAQs offline 34 T TCP/IP preparing on i5/OS 11. 25. 12. 16 installation troubleshooting 17 multiple servers 18 removing QuickPlace 19 software agreement 15 TCP/IP preparation 11. 24. 26 clearing browser cache 57 described 21 enabling 21 enabling for i5/OS 22 FAQs 34 hiding Work Offline link 34 passwords 31 place encryption 31 Security Policy document 27 specific environment configurations 32 translating LDAP names for 28. 58 Sametime meetings setting up 41 Servers upgrading 49 Signing in as administrator 8. 30 Names translating for offline 28. 8 troubleshooting on i5/OS Policy Director offline configuration 17 32 L LDAP directories connecting to 21 Local users certifiers required for 63 Q QPTool register using 56 QPTool upgrade using 54 C Certifier IDs offline 23.5. 12. 13 upgrading server 52 IBM Network Dispatcher offline configuration 32 Installation i5/OS 10. 10 Alternate download site offline 32 Authentication offline users 23 Installation (continued) Solaris 7. 51. 25. 7 © Copyright IBM Corp. 10 Software agreement i5/OS 15 Solaris installation on 8 Starting QuickPlace 8. 26 Certifiers for local users 63 Clusters upgrading 49 N name_translation setting described 28 examples 28. 4 version 6. 58 P Passthru server offline configuration 32 Passwords offline 31 upgrading offline 47 Place Catalog registering places 56 Places registering 56 upgrading 54 PlaceTypes upgrading 54 67 .Index A Administrators signing in as 8. 16 Sun Java System Portal Server offline configuration 32 D Database design upgrading 54 Documentation additional 4 for i5/OS 5 Domino compatibility i5/OS 11 on i5/OS 14 Domino Off-Line Services see 21 O Offline alternate download site 32 and user directory 21 certifiers for 23. 30 Netegrity SiteMinder offline configuration 32 New features described 1. 24. 2005 U Upgrade clearing offline cache 57 database design 54 in cluster environment 49 installing release 7 50.1 47 S Sametime integration setup 37 planning 37 setting up Awareness and Chat 41 setting up awareness and instant messaging 39 setting up Web conferencing 41 upgrade 57. 16 overview 1. 52 new features and 47 non-cluster environment 49 on-disk structure 57 overview 48 place and PlaceType backups 50 Place Catalog 56 places and PlaceTypes 54 Sametime 57. 3.

W Windows installation on 7 68 QuickPlace Installation and Upgrade Guide .

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Part Number: AD0EQNA Program Number: 5724-J24 Printed in USA G210-1998-00 (1P) P/N: AD0EQNA .

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