IBM Lotus Notes and Domino 8.5.1: The Upgrader's Guide

Table of Contents

IBM Lotus Notes and Domino 8.5.1 The Upgrader's Guide

Companies copyright notices and statements

Warning and disclaimer

IBM

Credits

Foreword

Lotus Notes 8.5 enhancements

Mail

Calendar

Contacts

Service-Oriented Architecture (SOA)

Using the rest of this book

Conclusion

About the Authors

About the Reviewer

Preface

What this book covers

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Overview of New Lotus Notes 8.5 Client Features

User interface enhancements

Welcome page

Open list menu

Toolbars

Unified preferences

Windows management and tabs

Group document tabs

Thumbnails

Advanced menus

Offline applications

Search center

IBM Support Assistant

New mail features

Action bar

Show menu

Horizontal and vertical preview panes

Mail threads

Conversations view

Mail header options

Mail addressing

Multilevel undo

Inline spell checking

Document selection

Recent collaborations

Message recall

Improved Out-of-Office functionality

New calendar functionality

View navigation

Action bar

Displaying all-day events

Managing new invitations from your Calendar view

Showing cancelled invitations in your calendar

Checking schedule

Locating free time for a subset of invitees

Contacts

Contact form

Business Card view

Recent Contacts

Lotus Notes 8.5

User interface enhancements

Mail features

Calendar features

Contacts

Key software changes

Summary

2. Lotus Notes 8.5 and SOA

What is an SOA?

The characteristics of an SOA

Perspectives on SOAs

Why SOAs now?

SOA Lifecycle

The Model phase

The Assemble phase

The Deploy phase

The Manage phase

How Lotus Notes 8.5 works with SOAs

Composite applications

Lotus Notes (version 8 and 8.5) and web services

Lotus Notes 8.5 and open technologies

OASIS/ODF

Eclipse

Summary

3. Productivity Tools

Productivity tools integration with Notes 8.5

Productivity tools and Domino policies

IBM Lotus Documents

IBM Lotus Presentations

IBM Lotus Spreadsheets

Lotus Symphony 1.2

Summary

4. Lotus Domino 8.5 Server Features

End user and messaging enhancements

Message recall

Out-of-Office messages

Enhanced support for the mail thread feature

Automated inbox cleanup

Reverse-path setting for forwarded messages

Rejecting ambiguous names and denying mail to groups

Administration enhancements

The end user renaming process

The Administration Process (AdminP)

AdminP statistics

Domino Domain Monitoring (DDM)

Domino Configuration Tuner (DCT)

WebSphere Services probe

LDAP search reporting

Common Actions quick access feature

By Database view

Performance enhancements

Streaming replication

New ODS

Design note compression

On-demand collation

Managing simple searches effectively

Domino Directory and security enhancements

IBM Tivoli Directory Integrator

DirLint Directory tool

Authentication through directory assistance

Directory assistance LDAP Configuration wizards

People view by Lotus Notes version

Internet password lockout

Enhanced local database encryption

Certifier key rollover

SSO for LtpaToken2

Certificate revocation checking through the Online Certificate Status Protocol (OCSP)

Enhanced integration with IBM servers and tools

IBM DB2 as a backend data store

IBM WebSphere Portal integration wizard

IBM Tivoli Enterprise Console integration

Summary

5. Deployment Enhancements in Notes/Domino 8.5

Client provisioning

Server-managed provisioning

Smart Upgrade

Eclipse-based provisioning

Policies

How to apply setting feature

Activities policy settings document

Productivity tools settings document

Desktop policy settings document (and setup policy settings document)

Replication settings through the desktop and setup policy documents

Security policy settings document

Domino 8.5 policies

Dynamic policy settings

Roaming policy settings

Enabling provider IDs for widgets policy

iNotes policies

Mail Quota support in Lite mode

Database redirect

Redirecting when databases are moved

Redirecting when databases are deleted

Summary

6. Upgrading to Notes and Domino 8.5

The Domino/Notes upgrade process

Notes 8.5 /Domino 8.5 upgrade

Reviewing the current infrastructure (The health check)

The upgrade process

Special feature upgrade considerations

Use case document example

Summary

7. Coexistence between Notes/Domino Releases

Notes client coexistence

Calendaring and scheduling

Calendar delegation

Domino server coexistence

Domino Directory

On-Disk Structure (ODS)

Administration Requests and events databases

Rooms and Resource Reservation database

Domino Domain Monitoring

Policies

Message recall

Cluster coexistence

Domino Web Access

ID files

Sample compatibility matrix

Summary

8. What's New in Notes/Domino 8.5 Development

Composite applications

Application design

Programming

Properties

Actions

Wires

New features in Domino Designer 8

Composite applications support

Property Broker Editor

Composite Application Editor

Web service consumers

Domino IBM DB/2 integration

View enhancements

New column number format

Extending to use available window width

Defer index creation until first use

Show default items in right-mouse menu

Form enhancements

Agent enhancements

Formula language and LotusScript additions

Formula language additions

LotusScript additions

New features in Domino Designer 8.5

Domino Designer on Eclipse

The new Eclipse-based GUI

XPages

Improvements to CSS support

Enhancements to HTML generation

JavaScript controls

New method related to ID Vault: ResetUserPassword

Changes to web services

What's ahead?

Lotus Component Designer

Migration tool

Help and enhanced welcome page

Accessibility

Composite application support

Controls and pages

Data connections

Scripting

Deployment

New Web 2.0 features

RSS and ATOM

Blog template

AJAX support

Lotus Expeditor

Summary

9. Integration with Other Lotus/IBM Products

Lotus QuickPlace/Quickr

Quickr with services for Domino

Installing Lotus Quickr

Directory integration

Integrating Lotus Sametime

Application development

Quickr with services for WebSphere Portal

Installing Lotus Quickr services

Lotus Quickr J2EE directory integration

Integrating Sametime for Quickr WebSphere Portal

Lotus Quickr Connectors

Lotus Sametime

Installing Lotus Sametime

Directory integration

Application integration

Lotus Connections

New integration features in Lotus Notes and Domino 8.5

Summary

10. Domino 8.5 Enhancements

Domino Attachment and Object Service

Advantages of DAOS

Setting up DAOS

Document body compression

Notes Shared Login (NSL)

ID Vault

Auto-populated groups

GNU Zip

Domino Configuration Tuner (DCT)

Overall performance enhancements

iNotes updates

iNotes and Notes client similarity

iNotes and Notes client difference

iNotes modes – Features that are the same

iNotes Modes – Features that are different

Quickr integration

Summary

A. Third-party Products

PistolStar

Password Power 8 Domino plugin

System requirements for Domino Plugin (Server side)

Password Power 8 Notes ID plugin

System requirements for Notes ID plugin (Client side)

PortalGuard

System requirement for PortalGuard

Security

Auditing features

Help Desk

End users

Contact

Reporting from Lotus Notes and Domino data

Reporting based on Notes programming using LotusScript

Reporting based on tools external to Notes

Introducing IntelliPRINT Reporting

Report deployment without development overheads

Report deployment without administrative overhead

Integration with the application workflow

Creating a simple report using the wizard

Creating a complex report with IntelliPRINT Reporting

Conclusion

IONET Incremental Archiver

Setup archiving

Calling the BuildIndex Agent

BuildIndex Agent

The archive process

Calling the Java agent

The ZIP files Java agent

The restore process

Conclusion

CMT Inspector for Lotus Notes

Will your code break when you upgrade?

Design search, user surveys, and flowcharting

Reports and export

CMT for Public Folders

CMT for Notes

CMT for Coexistence

What does CMT for Lotus/Exchange Coexistence do?

What does the Microsoft Notes Connector do when integrated with CMT for Lotus/Exchange Coexistence?

CMT for Domains

Index

IBM Lotus Notes and Domino 8.5.1 The Upgrader's Guide

Tim Speed

Dick McCarrick

Bennie Gibson

Brad Schauf

Joseph Anderson

David Byrd

Barry Rosen

IBM Lotus Notes and Domino 8.5.1 The Upgrader's Guide

Copyright © 2010 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: January 2010

Production Reference: 1060110

Published by Packt Publishing Ltd.

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ISBN 978-1-847199-28-7

www.packtpub.com

Cover Image by Tina Negus (<tina_manthorpe@sky.com>)

Companies copyright notices and statements

Although the authors and editors have attempted to provide accurate information in this book, we assume no responsibility for the accuracy of the information in this book. Lotus Domino 8 is a great product with many new features. Due to publishing deadlines, parts of this book reference Beta code, including many screenshots. If you find an error, please let us know.

Warning and disclaimer

Every effort has been made to make this book as complete and accurate as possible, but no warranty or fitness is implied regarding any information and/or products referenced in this book. Many of the authors, at the time of publishing, were employees of IBM. The IBM Corporation provides a set of rules regarding publishing that applies to each employee. The IBM employees followed each of these rules as stated by IBM. Based on those rules the following statements are listed:

This book is not sponsored by IBM/Lotus or ISSL.

The IBM employees received IBM legal permission to publish this book using an outside IBM Press publisher.

Purchase and read this book at your own risk.

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The products referenced or mentioned in this book are listed for informational purposes only. The publisher and authors may have received demo copies to review. Many different vendors are mentioned in this book and many vendor products are used for reference. The publisher and authors do not recommend any product, software, or hardware. You, the owner of your hardware, software, and data are responsible to make a determination of what is best for you. The authors DO advise that you take careful consideration in determining your software, security, and infrastructure needs and review more than just one vendor.

IBM

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Credits

Authors

Tim Speed

Barry Rosen

Joseph Anderson

David Byrd

Brad Schauf

Bennie Gibson

Dick McCarrick

Reviewer

Victor Ross

Acquisition Editor

David Barnes

Development Editor

Ved Prakash Jha

Technical Editor

Vinodhan Nair

Indexer

Hemangini Bari

Production Editorial Manager

Abhijeet Deobhakta

Editorial Team Leader

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Project Team Leader

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Project Coordinator

Srimoyee Ghoshal

Proofreader

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Graphics

Nilesh Mohite

Production Coordinator

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Cover Work

Aparna Bhagat

Foreword

The way information is exchanged is shifting rapidly, requiring companies to change how they manage their most important asset—knowledge. Increasingly, professionals are turning to online venues to communicate what they know and to create communities of collaboration. They are developing ad-hoc methods to collaborate and get work done. They are relying on e-mail, instant messaging, and online, team-based, electronic user environments.

The latest release of IBM Lotus Notes and Lotus Domino reflects these developments — not only to support the way people work today, but to establish a foundation for a future of increasing collaboration. Lotus Notes 8.5 is the premier integrated messaging and collaboration client option for the Lotus Domino server. Lotus Notes can help businesses enhance the productivity of their employees, streamline business processes, and improve overall organizational responsiveness.

IBM Lotus Notes 8.5 supports previous Lotus Notes applications, while offering new and improved capabilities and delivering Web 2.0-like innovations in collaboration. The software will provide entirely new capabilities, including composite applications and office productivity tools that can help improve the way people work. In addition, Lotus Notes and Domino 8.5 software can play a key role as organizations adopt service-oriented architecture (SOA) strategies.

Lotus Notes 8.5 enhancements

For the end user, at the glass interactions are critical aspects of their daily lives. An interface that can improve the user's experience is critical to software adoption. However, learning new technologies must be intuitive. With the IBM Lotus Notes 8.5 client, IBM has delivered on these expectations. From the initial look and feel of the Notes client, to the full integration with the IBM Lotus Sametime and IBM Lotus Quickr platforms, IBM has accelerated the business value of the end user experience with more than just e-mail!

Here are just a few of the enhancements that you'll see in the IBM Lotus Notes 8.5 release. These are designed to help your organization collaborate better and promote productivity and responsiveness.

Mail

IBM Lotus Notes 8.5 software continues IBM's commitment to helping you better manage information received via e-mail, while also allowing you to work from within your inboxes. New mail features include:

Threaded e-mails are gathered together and presented at the view level. You can easily expand a thread and see all messages related to specific topics grouped together. In preview mode, you can quickly find the information you are seeking, which is often hidden in long conversation threads.

The Really Simple Syndication (RSS) feed reader plugin is accessible from the sidebar. You can scan information from your favorite news feeds and use it to answer questions and complete tasks. As with all the sidebar plugins, the RSS feed reader can be detached from the sidebar with the float plugin option, allowing you to work in the way that you are most comfortable.

Common keyboard and mouse-click shortcuts and commands are now supported. For example, you can use the Ctrl key to select multiple, non-contiguous items in the Lotus Notes database view, which allows you to interact with multiple pieces of information simultaneously.

Message recall capability allows you to retrieve e-mail messages that have already been sent.

Domino Attachment and Object Service (DAOS) – a new Notes 8.5 Domino server feature that saves disk space by storing attachments in the filesystem on a server – resulting in significant disk space savings.

Calendar

New calendar improvements enable you to manage your time and meeting invitations, and make decisions from your calendar, while reserving your inbox exclusively for e-mail message management. Calendar enhancements include:

Dates of important meetings or appointments are highlighted in the monthly calendar view. Highlighted dates on the monthly calendar give you a visual cue about days with scheduled meetings and unprocessed invitations. You can respond to unprocessed invitations by simply double-clicking on highlighted entries to accept, decline, or counter-propose an invitation.

When scheduling conflicts arise, Lotus Notes 8.5 now allows the meeting chairperson to simply select or deselect attendees to find times that best meet the needs for that meeting.

Contacts

Contact functionality (previously called the personal address book) now offers a new user interface that helps boost productivity by enabling you to navigate contacts more quickly. Other new features include:

Business-card-like views with embedded photographs help you find contact information more quickly.

You can leverage the extensibility of Lotus Notes 8.5 software to initiate contextual collaboration from the Contact view.

You can open individual contact information in a new window. If you prefer, you can easily change the view to traditional Lotus Notes tabbed views.

Service-Oriented Architecture (SOA)

In addition to providing a world-class solution for messaging and collaboration, Lotus Notes and Lotus Domino 8.5 is an industry-leading, robust platform for developing people-centric applications. It helps you and the designers in your organization build applications that assist your people to be more productive and to meet your business requirements. The continued evolution of the Lotus Notes/Domino platform allows it to participate openly within diverse IT environments, create new value from existing applications, and contribute to your service-oriented architecture (SOA).

Lotus Notes/Domino 8.5, through its support of user-facing composite applications and web services, provides new opportunities to evolve toward an SOA, while preserving your existing application and infrastructure investments. Your IT team can seamlessly introduce new application capabilities that help increase user efficiencies, through a familiar UI. The open, extensible Lotus Notes 8.5 model allows you to use development tools and component technologies that best align with your IT strategy, skills, and assets.

Using the rest of this book

Written by some of the senior architects and specialists of IBM Software Services for Lotus, this book will provide you with an excellent guide to help you realize the value of your investment in Lotus Notes 8.5. You will learn how to leverage the full capabilities of Lotus Notes 8.5 and how to quickly move from your existing technology base to this new, feature-rich platform. The authors explore the enhanced productivity tools available with this release, integrating word processing, presentations, and spreadsheets into a seamless unit with your messaging and collaboration solution.

Developers are not forgotten, as new features and tools are revealed. You will delve into the world of SOA, as the authors show you how Lotus Notes can be part of an SOA strategy that can accelerate your business integration and generate value. The book finishes with a few words about other Lotus products, such as Lotus Sametime, Lotus Quickr, Lotus Connections, and IBM WebSphere Portal—like IBM Lotus Notes, all built on the open standards-based Eclipse Rich Client Platform (RCP) technology. These products are all converging to become the next generation of people productivity solutions.

Conclusion

Over the years, Lotus Notes has come to signify the essence of electronic business communications. With Lotus Notes 8.5, IBM has once again provided the user with an intuitive, fully-integrated platform to enhance each user's experience with business communications. It is no longer just an e-mail tool, but a basis to extend business communications to a new level.

I hope you find this book valuable as you continue your journey with IBM Lotus Notes and Lotus Domino 8.5.

Mark J. Guerinot

Director, Americas Software Services for Lotus (ISSL)

IBM Software Services for Lotus (ISSL)

IBM Software Group

About the Authors

Tim Speed is an IBM Certified Systems Architect with IBM Software Services for Lotus. In that capacity, he is responsible for designing, implementing, and supporting various engagements with its clients. Mr. Speed lives in Denton, Texas and has been an IBM/Lotus employee for over 14 years in a variety of networking, technical, hardware, and software support and consulting positions. He has been working with Notes for over 18 years focusing on administration roles and infrastructure. He also has international experience with working on infrastructure engagements in Spain, Japan, Hong Kong, Singapore, Malaysia, the UK, and Indonesia.

Knowledge is based on many different facets—what you know, knowing where information can be found, and who you know. The information in this book is a combination of all these facets. Data sources have been referenced in this book; these include references to people, URLs, and other books. But much of the knowledge that is in this book comes from very smart people. Not all the people listed in this acknowledgment participated in the writing of this book, but have influenced and guided me in my life that has culminated in this work. First and foremost, I need to thank my wife for helping me with the book and providing some of the editing throughout the various chapters. Next I want to thank Johnny and Katherine for tolerating me during the months that I worked on this book. Next I want to thank my mother, Lillian Speed, for teaching me to think big. Thanks to Ed Speed for the inspiration to keep publishing. Thanks to Packt, Srimoyee Ghoshal, and Ved Prakash Jha, for their hard work in getting this book published. Thanks to the various vendors for their submissions to the Appendix of this book.

Thanks to all the co-authors – you ALL did a great job!

Special thanks to Lotus/IBM (and ISSL), Larry Berthelsen, Chris Cotton, Steven Stansel, Martin Crotty, Mark Steinborn, and John Allessio, for their assistance in getter this book published. Special thanks to Victor Ross for his review. Many thanks to Mark J. Guerinot for writing the foreword to this book.

Now to talk about the really smart people—due to legal issues, the people listed below did not directly contribute to this book, but I have learned a lot from these people via work and their friendship:

Gail Pilgrim, Jason Erickson, Jeff Jablonowski, John Allessio, Boris Vishnevsky, Adam Hanna, Brad Schauf, Scott Souder, David Byrd, Stan Logan, Paul Raymond, David Little, Craig Levine, Mark Harper, Jeff Pinkston, Jordi Riera, Dave Erickson, David Bell, Mark Leaser, Gary Wood, John Kistler, Luc Groleau, Michael Dennehy, Robert Thietje, Francois Nasser, Kim Artlip, Marlene Botter, Mike Dudding, Stephen Cooke, Ciaran DellaFera, Tom Agoston, Carl Baumann, the very brilliant Dr Seshagiri Rao, Alistair Rennie, Amanda Vance, Andrea Waugh Metzger, Barry Rosen, Bennie Gibson, Beth Anne Collopy, Bill Hume, Brent A. Peters, Ivan Dell'Era, Carlos Gonzalez, Chad Holznagel, Charles K. DeLone, Don Bunch, Don Nadel,, Cheryl Rogers-McGraw, Tracy Goddard, the great Chuck Stauber, David R. Hinkle, Doug Parham, Kelly Ryan, The very smart Frederic Dahm, Gary Ernst, Gary Desmarais, Super PM Glenn Sicam, Henry Bestritsky, Traci Blowers, Hissan