Specifying Preferences for a desktop policy

Use the Preferences tab of the Desktop Settings document, and all its sub-tabs, to specify client preferences for users of the policy.

Procedure

  1. Complete the following fields on the Preferences > Basics tab:
    Table 1. Preferences – Basics fields and actions
    Field Action
    Icon color scheme

    Specify a color scheme to apply to the icons on the Bookmark bar.

    Empty trash folder

    Choose one:

    • Prompt me during database close -- Asks the user whether to clear the mail in the trash folder each time they close their mail database.
    • Always during database close -- Automatically clear the mail in the trash folder each time the user closes their mail database.
    • Manually -- Cancel automatic clearing of the trash folder.
    Scan for unread

    Enable this option to scan for unread documents when the user opens the database.

    Save state on exit

    Enable this option to save the state of the window tabs when exiting Notes® so that the Notes® user will see the same open windows the next time Notes® starts.

    Enable AutoSave

    Enable this option to automatically save documents the user is working on to a local AutoSave database to recover work after a power outage or system crash.

    AutoSave every N minutes

    Specify how often to run AutoSave to save open documents.

    Lock ID after N minutes of inactivity

    Use this setting to lock User IDs after a specified time period of inactivity. When Notes® locks a User ID, the screen automatically clears. Specify the amount of inactive time before the user's Notes® ID is locked.

    Enable scheduled local agents

    Enable this option if you want local agents to run when Notes® is started.

  2. Complete the following fields on the Preferences > Miscellaneous tab:
    Table 2. Preferences - Miscellaneous fields and actions
    Field Action
    Mark documents read when opened in a preview pane

    Enable this option to mark a document Read after it opens in a preview pane.

    Make Internet URLs into Hotspots

    Enable this option to change URLs into clickable hotspots.

    Textured Workspace

    Enable this option if you want the user's workspace to appear three-dimensional.

    Right double-click closes window

    Enables support closing the current Notes® window by performing a double right-click with the mouse. The setting applies only to Microsoft Windows.

    Enable Java applets

    Enable this option if you want to allow Java applets to run in Notes®.

    Enable JavaScript

    Enable this option to allow Notes® to provide support for running JavaScript through the Web Navigator on Windows.

    Enable Java access from JavaScript

    Enable this option to run LiveConnect from a Web browser, if the applet is configured to include the CORBA back-end classes. The option corresponds to the NOTES.INI setting EnableLiveConnect(=1).

    Enable Plugins in Notes Browser

    Enable this option to allow plugins to run in the Notes® Browser.

    Enable ActiveX in Notes Browser

    Enable this option to allow ActiveX controls in the Notes® Browser. This setting allows the Notes® browser to recognize HTML Object tag references for downloading and installing ActiveX controls.

    Accept cookies

    Enable this option to allow users to accept Internet cookies.

    Disable View updates as a background task

    Enable this option to disable Notes® updating views as a background task. By default, Notes® updates views in the background so that users can continue working while Notes® performs intensive update tasks.

    Process Print requests as a background task

    By default, Notes® prints in the foreground and at least momentarily interrupts other work. You can set printing to occur in the background so that users can continue working while Notes® performs intensive printing tasks.

    Retain View column sorting

    Enable this option to enable Notes® to allow users to save the way columns sort in databases that allow them to change the sorting (by clicking an arrow in a column heading). This is helpful for users who prefer to sort mail so that the most recent messages display first, or who want the option to sort contacts by Business.

    Enable MS Office 97 SendTo to Notes

    Causes all mail Send To commands in Microsoft Office applications to start Notes® mail and send the file as an attachment in a mail memo. Appears if you have Microsoft Office 97, or certain other Microsoft applications such as Visual Basic, installed. Not necessary for later releases of Microsoft Office.

    Make Notes the default Web browser

    Enable this option to make Notes® the user's default Web browser. When the users clicks a Web link in another program, the Web page displays in Notes®.

    Use Web palette

    Enable this option to allow users to use the Web palette. The color palette is the range of colors available to use within a program. The Web palette is 256 colors that most computers can display.

    Show extended accelerators

    Enable this option to allow users to use keyboard accelerators (Windows ALT+keys) to access on-screen elements such as the window tabs and action bars. By default, extended accelerators are turned on.

    Enable MIME save warning

    Enable this option if you want Notes® to notify users when data they want to send over the Internet cannot be converted to MIME format.

    Enable Unicode display

    Enable this option is you want users to create or read documents that contain special characters that aren't found on your default keyboard. To see these characters in a document, users may need additional Unicode-based fonts installed on their Windows operating system.

    Launch the CORBA (DIIOP) server on Preview in web browser

    This preference is intended for Domino® Designers who preview their designs through the Notes® client. When a designer previews any element of a Notes® database in a Web browser, Notes® launches a limited version of the Domino® server to serve the Web page resulting from the element. If the element (for example, a Notes® form) contains a Java applet created with the Java Notes® classes, use this setting to allow Notes® to launch a limited version of a CORBA (DIIOP) server to support the applet's classes.

    Display Window Menu

    Enable this option if you want the Window menu to appear between the Actions and Help menus. Use this menu to switch to any open window, or choose Windows to manage open windows.

    Standard dialog boxes

    Enable this option to show standard operating system dialog boxes. By default, Notes® dialog boxes appear with a custom appearance.

    Strict Date/Time Input

    When disabled, Notes® "guesses" the date or time you entered once you press TAB or click out of the field. For example, if someone enters 24/06/2009 in a date field and presses TAB, Notes® guesses that they mean Sat 06/24/2009 and changes it as such.

    Use inline autocomplete in the address bar

    Enable this option if you want URL type-ahead in the Address toolbar.

    Use Tab to navigate Read-Only Documents

    Enable this option if you want to use TAB to move from object to object (for example, linked text, hotspots, document links and so on) in a read-only document. However, with this option enabled, users can no longer use TAB, while reading a document, to navigate to the next document in the view.

    Use Accessibility Keyboard navigation

    Enable this option if you want accessibility keyboard navigation to disable the up and down arrows and enables users to use TAB to move from field to field in a document that is in edit mode.

    Use System Colors

    Causes users' tables to default to their operating system colors.

    Enable Icon Popup Help in View

    Enable this option to display popup help for icons.

    Expand Names field contents when printing

    Enable this option to allow users to specify, when printing memos or Calendar entries, whether to print the contents of the entire To: or cc: fields, or to limit it to three lines. It is disabled by default.

    Use Notes (not Web) query syntax in the view search bar

    Enable this option to use Notes® syntax instead of Web syntax in the view search bar.

    Treat shortcuts as files when selecting in file dialogs

    Enable this option to control whether a shortcut chosen as the destination location when saving attachments is treated as a regular file, where the shortcut is overwritten by the file being saved, or as a shortcut file where the file being saved overwrites the file the shortcut points to. By default, a file being saved to a shortcut location overwrites the file that the shortcut points to.

    Disable type-ahead for all name fields and use the Notes Basic type-ahead

    When users add a recipient's name in mail, the type-ahead feature that helps them complete the name will be the one used in Notes® 7 and earlier.

    Do not prompt when marking all documents read or unread

    Enable this option to not prompt users before marking all documents read or unread.

    Do not prompt when closing all currently open windows tabs

    Enable this option to not prompt users before closing open windows tabs.

    Do not prompt when exiting Notes, Domino Designer/Administrator

    Enable this option if you do not want Notes® to prompt users before exiting any of the Notes® and Domino® clients. By default, Notes® prompts users before exiting the clients. Users can disable the message the first time they are prompted or by setting a Notes® preference.

    Do not prompt when closing a document with edited attachments

    Enable this option to prevent Notes® from prompting users before closing a document after the user has edited an attachment to that document. Prompting users helps to ensure that changes to the attachment are saved in the Notes® document. By default, users see the prompt message.

    Compress images pasted into documents

    Automatically compresses images pasted into documents. Bitmap (.bmp) images that are imported into a Notes® document are compressed; bitmap images that are pasted into a Notes® document are converted to a .gif or .jpg format.

    Drag and Drop save as eml file

    An .eml file is an email message saved by Microsoft Outlook. With this preference, users can drag and drop a Notes® mail message to the operating system desktop to save the message as an .eml file.

    Preserve setting for printing calendar to document

  3. Complete the following fields on the Preferences > Window Management tab:
    Table 3. Preferences - Window Management fields and actions
    Field Action
    Window management

    Choose one:

    • New Window -- Each document opens in a new Notes® window.
    • New Tab -- (Default) Each document opens a new window tab in the user's active Notes® window.
    • Grouped Tabs -- Groups documents, such as mail messages, in a single tab. For example, if a users opens mail, a window tab opens. Subsequent messages open in the Mail window tab. A number count displays in the window tab to show how many documents are open.
    Display sidebar

    Allows the Notes® sidebar to display. To prevent the entire sidebar from displaying, set this field to No. If this field is set to No, it overrides the settings in the Hide Panel fields on this tab.

    On restart, reopen tabs

    On Notes® restart, reopens the tabs that were open when the Notes® client was last shut down.

    Use large icons

    Displays large icons on the user's desktop.

    Hide "Feeds" Panel

    Prevents the Feeds panel from displaying in the Notes® sidebar.

    Hide "Day-At-A-Glance" Panel

    Prevents the Day-At-A-Glance panel from displaying in the Notes® sidebar.

    Hide "Activities" Panel

    Prevents the Activities, or Connections, panel from displaying in the Notes® sidebar.

    Hide "Sametime Primary Contacts" Panel

    Prevents the Sametime® Primary Contacts panel from displaying in the Notes® sidebar.

    Hide "Sametime Contacts" Panel

    Prevents the Sametime® Contacts panel from displaying in the Notes® sidebar.

    Hide "My Widgets" Panel

    Prevents the My Widgets panel from displaying in the Notes® sidebar. If the field Show the My Widgets panel in the sidebar is set to No on the Widgets tab, the Widgets feature is disabled and the Hide My Widgets Panel field does not apply.

  4. Complete the following fields on the PreferencesRegional Settings tab:
    Table 4. Preferences - Regional Settings fields and actions
    Field Action
    Unicode standard sorting

    Enable this option to use the default sorting that applies to Unicode character sets. For information about Unicode character sets, see the HCL Notes® Help.

    Calendar view starts on

    Specify the day of the week on which the calendar starts.

    Date picker starts on

    Specify the day of the week to display as the start date in the date picker. For example, if you choose Monday, Monday is the first day of the week that displays in the date picker calendar.

    Popup calendar starts on

    Specify the day of the week to display as the start date of the week in the popup calendar. The popup calendar displays when you click on a date icon in a calendar entry.

    Popup calendar direction

    Specify the direction in which dates in the popup calendar are displayed. The option you choose should match the flow to which users are accustomed in their language.

  5. Complete the following fields on the Preferences > Internet tab:
    Table 5. Preferences - Internet fields and actions
    Field Action
    Internet Mail format

    Specify the Internet mail format to be used for sending messages via the Internet. Choose one:

    • HTML only - Email recipients with Internet-style addresses receive HTML formatted text and graphics. Notes® Rich Text would need to be converted to MIME when sent over SMTP and this conversion causes a loss of fidelity if the user's default mail form is set to Rich Text Format. Recipients will receive HTML email if they can read it. If their email program does not support MIME, then they will receive a plain text message.
    • Plain Text only - Mail recipients with Internet-style addresses receive plain text.
    • HTML and Plain Text - When users send email to mail recipients who use email programs that support MIME, those mail recipients receive HTML formatted mail. Mail recipients who have email programs that don't support MIME, will receive plain text.
    • Prompt when sending - Notes® prompts users to specify a format each time they send an Internet mail message.
    Multilingual Internet mail

    Specify the multilingual Internet mail format:

    • Use Unicode (UTF-8) - Unicode is the preferred method of sending messages in multiple languages.
    • Use Best Match - Use this option if you think the mail recipients' mail programs can not read Unicode character sets.
    • Use Unicode and prompt - This option causes Notes® to prompt users when they send a mail message. The prompt allows users to change how they send the message -- from Unicode to Best Match.
    • Use Match and prompt - This option causes Notes® to prompt users when they send a mail message. The prompt allows users to change how they send the message -- from Best Match to Unicode.
    Internet News format

    These options for news messages control what readers see when they open messages on the newsgroup that were posted by your Notes® client users.

    • HTML Only - Recipients with Internet-style addresses see HTML formatted text and graphics.
    • Plain Text only - Recipients with Internet-style addresses see plain text.
    • HTML and Plain Text - Newsgroup readers who use programs that support MIME will see HTML formatted text. If a reader uses a program that does not support MIME, they will see plain text.
    • Prompt when sending - Prompts the user to specify the format each time they post to a newsgroup.
    Prefix each line with

    Specify a character to use as a line prefix.

    Wrap lines at

    Specify the number of characters that comprise the default line length.

    Notes should check on startup to see that it is my default email program

    Enable this option to check whether the users has set Notes® as their default email program.

    Require my permission to show remote images

    Enforcing this setting in the policy makes users' email from the Internet more secure. Users see only icons for images until clicking a Download link.

  6. Specify user mail preferences on the Preferences > Mail tab:
    Table 6. Preferences - Mail fields and actions
    Field Action
    Save sent mail

    Enable this option to save a copy of all sent mail messages in the user's Sent folder.

    Sign sent mail

    Enable this option if you want all mail messages digitally signed before they are sent. A digital signature is created with the user's private key and verified with the user's public key.

    Encrypt sent mail

    Enable this option if you want all user mail messages encrypted before they are sent.

    Encrypt saved mail

    Enable this option if you want user all mail encrypted before it is saved in a user's Sent mail folder.

    Check for new mail

    Enable this option to automatically check for new user mail messages.

    Mail checking interval

    Set the interval (in minutes) at which Notes® checks for new messages.

    When new mail arrives, show popup

    Enable this option to display a dialog box when a user has new mail messages.

    Play a Sound

    Enable this option to play a sound when a user receives a new mail message.

    Automatically Refresh Inbox

    Enable this option to refresh user iNotes®.

    Show an icon in System Tray

    Enable this option to display the Notes® New Mail icon. This icon appears in the status area of the user's Microsoft Windows task bar while Notes® is running and just after new mail is received.

    Automatically sort date columns (takes effect after reopening mail tab)
    Select Yes to automatically sort mail by date, and then select how to sort:
    • Most recent on top
    • Most recent on bottom
  7. Complete the following fields on the Preferences > Instant Messaging tab:
    Table 7. Preferences - Instant Messaging fields and actions under Instant Messaging settings for users of Notes 8 Basic, Notes 7 and earlier
    Field Action
    Show instant messaging status for names

    Enable this option to display online status icons for names to indicate whether they are signed in instant messaging.

    Log onto Instant Messaging using Single Sign-On (SSO)

    Enable this option to allow Single-Sign On for users logging in to instant messaging.

    Single Sign-On allows users to log on to more than one application with only one password, allows the Notes® client to use the instant messaging server's multi-server authentication feature (assuming the instant messaging server is also configured for single sign-on).

    Use canonical name for instant messaging status lookup

    Use this setting to enable the display of online awareness for names when the Instant Messaging server is configured to lookup Notes® canonical hierarchical names (for example CN=John Smith/OU=Sales/O=Renovations) instead of Note abbreviated hierarchical names (for example John Smith/Sales/Renovations).

    Chat Transcripts

    Choose one:

    • Do not save transcripts automatically -- Chat transcripts are not saved when the user ends the chat. The user can save the chat manually using the menu functions.
    • Prompt to save transcripts -- When a user closes a chat, the user is prompted as to whether they want to save the chat before closing.
    • Always save transcripts -- All user chat transcripts are saved.
    Table 8. Preferences - Instant Messaging fields and actions under Instant Messaging settings for users of Notes Standard Client
    Field Action
    Instant messaging server

    Enter the name of the server used to connect to Instant Messaging.

    Log onto Instant Messaging using Single Sign-On (SSO)

    Enable this option to allow Single-Sign On for users logging in to instant messaging.

    Single Sign-On allows users to log on to more than one application with only one password, allows the Notes® client to use the instant messaging server's multi-server authentication feature (assuming the instant messaging server is also configured for single sign-on).

  8. Complete the following fields on the Preferences - Replication tab:
    Table 9. Preferences - Replication fields and actions
    Field Action
    Amount of document that Notes should replicate:

    Choose one of these settings according to whether you want to control the amount of disk space used by replicated documents:

    • Receive full documents -- Receive entire documents during replication.
    • Receive partial documents -- Receive only partial documents during replication. You also have the option of limiting the size of partial documents and partial document attachments.
    • Receive summary only -- Replicates document summaries only.
    Limit document size of partial documents

    Enable this option to limit the size of partial documents when partial documents are being replicated.

    Partial document size limitation:

    Specify the maximum size of a partial document that can be replicated.

    Limit attachment size of partial documents:

    Enable this option to limit the size of attachments that are included with partial documents being replicated.

    Partial document attachment size limitation:

    Specify the maximum size of attachments that can be included with a partial document being replicated.

    Create a full-text index for faster searching:

    Enable this option to create a full-text index when a document is replicated.

    Encrypt replicas:

    Specify whether replicas should be locally encrypted or not encrypted.

    Encrypt using

    If you choose to locally encrypt replicas, this field appears. Choose one of these encryption strengths to apply to replicas:

    • Strong Encryption - provides the strongest protection. Choose this option when security requirements are paramount and the resulting database access performance is acceptable.
    • Medium Encryption - provides a balance among security, strength, and fast database access. This level is probably the best choice for most users.
    • Simple Encryption - provides protection against casual snooping.
    When to create replicas:

    Specify whether to create replicas immediately or to wait until the next scheduled replication.

    Enable replication for all locations

    Enables replication in all locations for all users of the policy.

    Normal priority replication:

    Enable this option to set a normal priority replication schedule. You can specify schedule details in the remaining fields that apply to normal replication.

    Replicate daily between:

    Specify the times to call the server for normal daily replication. You can specify an exact time, such as 10:00 AM, or a time period, such as 5:30 PM - 7:00 AM.

    Repeat every:

    Appears only when Normal priority replication is enabled. Specify the number of minutes between calls to the server for normal replication. For example, to call the server every 15 minutes, specify 15. To call the server only one time, specify 0 (zero).

    Days of week:

    Select one of more days of the week on which to apply this normal replication schedule.

    High priority replication:

    Enable this option to set a high priority replication schedule. You can specify schedule details in the remaining fields that apply to high priority replication.

    Replicate daily between:

    Specify the times to call the server for high priority daily replication. You can specify an exact time, such as 10:00 AM, or you can specify a time period, such as 5:30 PM - 7:00 AM.

    Repeat every:

    Appears only when High priority replication is enabled. Specify the number of minutes between calls to the server for high priority replication. For example, to call the server every 15 minutes, specify 15. To call the server only one time, specify 0 (zero).

    Days of week:

    Select one of more days of the week on which to apply this high priority replication schedule.

    Replicate when the user starts the client:

    Enable the Yes check box if you want to replication to occur each time the user starts the client. If you enable this setting, select one of these:

    • Prompt before replicating - Prompt the user before initiating the replication process.
    • Don't prompt - Begin replicating without prompting the user.
    Replicate when Notes ends:

    Enable the check box Prompt to replicate when Notes shuts down if you want replication to occur each time the user exits the Notes® client. If you want replication to occur only if either or both of the following conditions apply, also enable If outbox is not empty and If anything is waiting to be sent.

  9. On the Preferences > Network Ports tab, for each network port setting that applies, specify whether or not to compress the data that travels between Notes® and the Domino® server.
  10. On the Preferences > Fonts and Colors tab:
    • Under Unread mail indication, specify whether users of the policy in Notes® see the default bold black text, or another format.
    • Under Notes user interface font specify a font face (for example, Verdana) to override data text in views (such as the Inbox text and text in messages) for users of the policy.