Setting up a condensed directory catalog

Part 1: Verify that each Domino® Directory has a defined domain

Each Domino® Directory aggregated in a directory catalog should have a domain defined in its Directory Profile. The domain name is used to distinguish between identically named groups from different directories.

Do the following for each Domino® Directory you will aggregate into the directory catalog:

1. Open a Domino® Directory.
2. Choose Actions > Edit Directory Profile.
3. Make sure the field Domain defined by this Domino Directory contains a valid domain name. This field is usually filled in automatically.
4. Click Save & Close.

Part 2: Create the condensed directory catalog database

1. Choose File > Application > New.
2. For Server field, select the Dircat server you picked to aggregate the directory catalog.
3. In the Title field, enter a title for the directory catalog, for example Condensed Directory Catalog.
4. In the Filename field, enter a file name for the catalog, for example CDC.NSF.
5. Select Create full text index for searching.
6. Click Show advanced templates.
7. For Template server, select a server that stores the Directory Catalog template, and then click OK.
8. Select the Directory Catalog template (DIRCAT5.NTF).
   Important: DO NOT select the Catalog (V6) template (CATALOG.NTF).
9. Click OK.
   Note: Keep the - Default - entry in the database access control list (ACL) set to Reader.

Part 3: Create the directory catalog configuration document and run the Dircat task

Only one configuration document is needed for each directory catalog you create. Therefore, when you open the Configuration view, the configuration document is displayed.

1. In the database you created, open the Configuration view.
2. Complete the following fields in the Directory Catalog Configuration document:
   Note: The Directories to include field is the only field you must complete. In many situations you can accept the default values in the other fields. However, read the complete descriptions of the fields before you run the Dircat task to build the directory catalog.

   Table 1. Basics tab fields

   Field	Description
   Directories to include	Specifies which Domino® Directories the Dircat task aggregates, and the order in which it processes the directories.
   Additional fields to include	Specifies which fields from Domino® Directories to aggregate.
   Sort by	Specifies how to sort entries in the directory catalog.
   Use Soundex	Specifies whether to support Soundex lookups.
   Remove duplicate users	Specifies whether to aggregate multiple user entries with the same name to remove duplicates.
   Group types	Specifies which types of groups to aggregate.
   Include Mail-in Databases	Specifies whether to aggregate Mail-In Database documents. Default is Yes. Consider setting to No if the directory catalog is used only on clients, since Notes® users do not typically send mail to Mail-In Databases.
   Restrict aggregation to this server	(Recommended) Specifies the one Dircat server that can aggregate this directory catalog.
   Send Directory Catalog reports to:	(Optional) Specifies the names of people to receive directory catalog status reports. For more information, see the topic on monitoring directory catalogs in the related links.

   Table 2. Advanced tab fields

   Field	Description
   Version	Read only field that can increment after a Domino® upgrade.
   Selection formula	(Optional) Specifies a selection formula to control which documents are aggregated.
   Total number of people/group/mail-in databases and resources	Read-only field that shows the total number of entries aggregated from Domino® Directories after the Dircat task runs.
   Packing density	Specifies the maximum number of Domino® Directory entries that can be aggregated into each aggregate document. You usually do not have to change the default setting.
   Incremental fields	Specifies whether changed fields are stored in a temporary location. You usually do not have to change the default setting.
   Merge factor	If Incremental fields is enabled, controls the percent of total field changes that must occur before original fields in aggregate documents are updated. You usually do not have to change the default setting.
   Replication history Replication history	Shows the date and time when the Dircat task last aggregated the source directories listed in the field Directories to Include. Click Clear History to do a full rebuild of the directory catalog. Do not click Clear History unless you understand Dircat rebuilds. For more information, see the topic about the Dircat task in the related links.

3. Click Save and Close.
4. Click File > Application > Properties. Choose how you want entries sorted.

   Table 3. Application Design tab fields

   Field	Description
   Multilingual database	Leave this deselected
   Default language	Leave this deselected
   Default sort order	Specifies both the order that entries are stored in CDC documents and the ordering of document in CDC views. If you leave this blank, the Dircat task will use the default for your Domino® task when it rebuilds the condensed directory catalog.
   Unicode standard sorting	Deselect this if you wish to use the default sort order. Select this box if you want language-insensitve sort ordering.

5. Run the Dircat to build the condensed directory catalog.

Part 4: Set up clients to use the condensed directory catalog

Use Desktop policy settings to automate setup of a condensed directory catalog on Notes® clients. The automated setup creates a replica stub (an empty replica) of the directory catalog on the clients, with a replication schedule enabled to a replica of the directory catalog on a server that you specify. When the client replicates with a replica of the directory catalog on a server, a full-text index is created on the client replica after replication is complete. The automated setup process also adds the file name of the condensed directory catalog to the Local address books field in user preferences for mail, after the file name of the Personal Address Book.

If you do not automate the directory catalog setup, you must create the replica and add the file name to clients manually.

To automate setup of a condensed directory catalog on clients:

1. (Optional) Create a replica of the condensed directory catalog on other servers. Then users have more choice of servers to use when they replicate to update their local replicas of the directory catalog. Domino® creates a full-text index automatically on the replicas you create.
2. If you haven't already done so, create a Desktop policy settings document. to use to automate setup of the directory catalog. Make sure you understand how to set up policies before you create a Desktop policy settings document.
3. From the Domino® Administrator, click the Files tab, and open a replica of the directory catalog.
4. Choose Edit > Copy As Link > Application Link, then close the directory catalog.
5. Open the Desktop policy settings document you want to use to automate setup of the condensed directory catalog on clients.
6. Click the Databases tab, and paste the directory catalog database link into the Mobile directory catalogs field.
7. Click Save & Close.