Home
Configuring
Use this information to configure your network, users, servers (including Web servers), directory services, security, messaging, widgets and live text, and server clusters.
Configuring users and servers
Topics in this section describe how to set up users and servers.
Defining default settings for Notes® user registration
Before you register new Notes® users, you can specify default settings that apply to all users. Default settings simplify user registration and ensure user settings consistency. You can define many default settings, such as what mail server users have or what certifier ID to use for user registration. You can also specify a default workstation execution control list (ECL) to protect data from unauthorized workstation access.
Understanding roaming users
Users who access Notes® from more than one Notes client can access their customized settings and personal information automatically from any Notes client in the domain by becoming roaming users.
Roadmap for registering and configuring Notes® roaming users
To upgrade a Notes® user to or downgrade from Domino® server roaming, use the Domino Administrator client upgrade tool. File server roaming is available for Notes standard configuration only. To upgrade a Notes user to or downgrade from file server roaming, use the roaming policy settings document.

Configuring
Use this information to configure your network, users, servers (including Web servers), directory services, security, messaging, widgets and live text, and server clusters.
- Configuring a network
  This section presents the planning concepts and setup procedures necessary for a successful HCL Domino® deployment over a network. It provides information on network protocols from a Domino perspective but does not attempt to provide general network information.
- Configuring users and servers
  Topics in this section describe how to set up users and servers.
  - Understanding the Server document
    The Server document is set up when you register a server. It contains many of the settings that define how your server operates.
  - Policies
    Use Domino® policy settings to control how users work with Notes®. A policy is a document that identifies a collection of individual policy settings. Policy settings documents define a set of defaults that apply to the users and groups to which the policy is assigned. You can change policy settings and they will be automatically applied to the assigned users and groups.
  - Defining default settings for Notes® user registration
    Before you register new Notes® users, you can specify default settings that apply to all users. Default settings simplify user registration and ensure user settings consistency. You can define many default settings, such as what mail server users have or what certifier ID to use for user registration. You can also specify a default workstation execution control list (ECL) to protect data from unauthorized workstation access.
    - User registration
      You need to register users before they can install Notes® on their computers.
    - Understanding roaming users
      Users who access Notes® from more than one Notes client can access their customized settings and personal information automatically from any Notes client in the domain by becoming roaming users.
      - Roadmap for registering and configuring Notes® roaming users
        To upgrade a Notes® user to or downgrade from Domino® server roaming, use the Domino Administrator client upgrade tool. File server roaming is available for Notes standard configuration only. To upgrade a Notes user to or downgrade from file server roaming, use the roaming policy settings document.
      - Roaming user considerations
        When configuring Notes® roaming users, be aware of the list of concerns and limitations listed here.
      - Completing registration for a Notes® roaming user
        You register a Notes® user by using Advanced Notes user registration with the Domino® Administrator. Then you complete registration by specifying the user's roaming server and other details as described in this topic.
      - Using policy settings documents to configure file server roaming
        You can use a Roaming Policy Settings document to configure file server roaming for users.
      - Enabling the current Location setting to roam for new Notes® client setup
        When roaming users set up new HCL Notes® clients, you can enable them to use the current Location documents from their other Notes clients automatically.
      - Understanding when roaming user preferences are applied
        Eclipse preferences are roamed when the Notes® client starts up.
      - Considerations for changing roaming user status
        You can upgrade an HCL Notes® user to roaming user status.
      - Using replication with a roaming server
        Notes® files that are specified for roaming are replicated from the roaming server to the user's local computer. These include the user's contacts, bookmarks, notebook or journal, feeds subscriptions, and roaming data which stores roamed Eclipse plug-in data and settings.
    - Custom welcome page deployment
      For a consistent, custom appearance across a company or organization, you can create custom welcome pages, and then deploy them to users through policies and desktop settings documents. They can be as simple as a background with a company logo, or sophisticated pages with multiple frames and many different types of content.
  - Using groups
    Groups are lists of users, groups, and servers that have common traits. They are useful for mailing lists and access control lists. Using groups can simplify administration tasks.
  - Replicas
    You can make a database available to users in different locations, on different networks, or in different time zones, by creating replicas of the database.
  - Calendars and scheduling
    The calendar and scheduling features allow users to check the free time of other users, schedule meetings with them, and reserve resources, such as conference rooms and equipment.
  - Editing the notes.ini file
    The Domino and Notes notes.ini files contain the settings required for the server and client to operate correctly. If you modify or add settings in a notes.ini file, do so cautiously and never edit the file directly with a text editor.
  - Configuring directory services
    This section describes how to plan, set up, and use HCL Domino® directory services.
  - Configuring messaging
    This section provides an overview of messaging and describes how to set up mail routing, how to set up and customize mail servers, and how to track mail.
  - Configuring iNotes®
    HCL iNotes® provides HCL Notes® users with browser-based access to Notes mail and to Notes calendar and scheduling features. Administrators specify mail policy and security policy settings as well as notes.ini file settings to complete the full implementation of HCL iNotes.
  - Configuring Web servers
    This section describes how to set up the HCL Domino® Web server, and the Domino Web Navigator.
  - Setting up a cluster
    Setting up a cluster includes the tasks of creating and verifying that it is working correctly, and then setting up user access, mail, replications, size quotas, directory assistance, roaming, web navigation, and use of a private LAN in the cluster.
  - Configuring Widgets and Live Text
    Widgets and Live Text enables end users to see and act on Live Text in supported documents, including HCL Notes® mail, using XML extensions (widgets) created specifically for their use.
  - Domain Search
    Notes® client and Web users can use Domain Search to search an entire Domino® domain for database documents, files, and attachments that match a search query.

Roadmap for registering and configuring Notes® roaming users

To upgrade a Notes® user to or downgrade from Domino® server roaming, use the Domino® Administrator client upgrade tool. File server roaming is available for Notes® standard configuration only. To upgrade a Notes® user to or downgrade from file server roaming, use the roaming policy settings document.

About this task

Domino® server roaming and file server roaming are available for Notes® standard configuration users. Roaming user functionality for Notes® basic configuration remains essentially unchanged from earlier Notes® basic configuration releases. None of the additional roaming capabilities introduced in Notes® 8.5 are supported in the Notes® client basic configuration. Using the roaming user feature to roam settings between the Notes® client basic configuration and Notes® client standard configuration is not recommended.

Note: Do not use the roaming tool and the roaming policy for the same user. Doing so causes errors and unexpected results. Notes® supports Domino® server roaming and file server roaming.

Procedure

Install or upgrade the Domino® roaming server to the current Domino® release.
For the Notes® client computers that will allow file server roaming or Domino® server roaming for Notes® standard configuration users, install or upgrade to the current Notes® standard configuration release.
Configure registered users as roaming users.
- For file server roaming, you can assign the roaming policy in the Assigned Policy field - Administration tab on the user's Person document or by adding the user's name to the Policy Assignment field on the roaming policy document or by adding the user to a group and adding that group name to the Policy Assignment field on the roaming policy document.
- For Domino® server roaming, you can either assign roaming settings during user registration, or after the user is registered. For a registered user, upgrade the user to roaming status using the Roaming option in the Domino® Administrator client. (People & Groups > People > Tools > Roaming)