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Planning
Use this topic as an overview of planning task.
Planning your Notes® client deployment
Use the references listed here to plan for, install, upgrade to, and configure the HCL Notes® client.
Servers and clients to install and order of installation
Use this as a tool when installing servers and clients for HCL Notes® users.
Specifying the home portal account
To use features that require an HCL Digital Experience server, such as composite applications that contain portlets, HCL Notes® users need a Home Portal account. The Home Portal account is a unique account that specifies which Digital Experience server to connect to for features and composite applications that require a Digital Experience server. You can set up a Home Portal account for users using policy, and Notes users can create and edit the account using a preference panel.

Planning
Use this topic as an overview of planning task.
- Roadmap for deploying Domino® servers
  Use this as a tool when planning how to integrate HCL Domino® into your existing environment.
- Planning server-to-server connections
  Servers must connect to each other to exchange data, for example to replicate databases and exchange mail. You can create connections between servers across a local area network (LAN) or wide area network (WAN), by using a pass-through server (a server that acts as an intermediary server between a client and its destination), or over the Internet. Create a Server Connection document whenever you need to establish any new or additional server connections. You can modify this document when necessary.
- Planning directory services
  HCL Domino® provides a range of directory service features.
- Planning a mail routing topology
  HCL Domino® offers you considerable flexibility in configuring your mail system infrastructure, allowing you to use HCL Notes® routing, SMTP routing, or both, for internal and external messages.
- Planning a cluster
  When planning a cluster, it is important to consider the performance and ability of your hardware. The cluster must have enough CPU power, memory, and disk space to handle the cluster traffic and the number of databases and replicas required.
- Planning the TCP/IP network
  The default TCP/IP configuration for an HCL Domino® server is one IP address that is globally bound, meaning that the server listens for connections at the IP addresses of all NICs on the computer. Global binding works as long as the computer does not have more than one IP address offering a service over the same assigned TCP port.
- Messaging overview
  The HCL Domino® mail system has three basic components: Domino mail servers, Domino mail files, and mail clients. The Domino mail server is the backbone of an organization's messaging infrastructure, acting both as an Internet mail server and an HCL Notes® mail server. Domino provides standards-based Internet messaging through its support of the Simple Mail Transfer Protocol (SMTP), Post Office Protocol version 3 (POP3), Internet Message Access Protocol (IMAP), and Multipurpose Internet Mail Extensions (MIME). At the same time, Domino supports Notes mail through the use of Notes routing protocols -- Notes remote procedure calls (NRPC) -- and the Notes rich text message format.
- Planning your Notes® client deployment
  Use the references listed here to plan for, install, upgrade to, and configure the HCL Notes® client.
  - Marvel Client Essentials Notes management solution
    The HCL Notes® management solution MarvelClient Essentials from panagenda is provided with Notes and enabled through Domino. Use MarvelClient Essentials to manage your Notes clients.
  - Servers and clients to install and order of installation
    Use this as a tool when installing servers and clients for HCL Notes® users.
    - Notes pre-installation checklist
      Review this checklist before starting HCL Notes® install or upgrade.
    - Specifying the home portal account
      To use features that require an HCL Digital Experience server, such as composite applications that contain portlets, HCL Notes® users need a Home Portal account. The Home Portal account is a unique account that specifies which Digital Experience server to connect to for features and composite applications that require a Digital Experience server. You can set up a Home Portal account for users using policy, and Notes users can create and edit the account using a preference panel.
  - Considerations for installing and upgrading Notes® on Windows™
    Mail, calendar, and contact features are installed with HCL Notes®, including traditional Notes functionality. Additional sidebar applications can also be installed, as can the HCL Domino® Administrator and Designer clients.
  - Considerations for installing and upgrading Notes® on Mac OS X
    Mail, calendar, and contact features are installed with HCL Notes®, including traditional Notes functionality. Additional features can also be installed.
  - Considerations for installing and upgrading Notes® on Citrix
    Mail, calendar, and contact features are installed with HCL Notes®, including traditional Notes functionality. Additional sidebar applications can also be installed.
- Planning security
  An important aspect of planning security for your Domino® environment is understanding the tasks and features involved with securing each type of resource.

Specifying the home portal account

To use features that require an HCL Digital Experience server, such as composite applications that contain portlets, HCL Notes® users need a Home Portal account. The Home Portal account is a unique account that specifies which Digital Experience server to connect to for features and composite applications that require a Digital Experience server. You can set up a Home Portal account for users using policy, and Notes® users can create and edit the account using a preference panel.

After Notes® is installed and prior to using composite applications that contain portlets, or other features that require a WebSphere® Portal server, users need a Home Portal account. Home Portal account information is stored in the Contacts database.

Note: The standard portal URL format is http://host:port/wps/myportal where /wps is a standard portal context and /myportal is a standard personalized Home.

To specify a Digital Experience server as the Home Portal account server for a Notes® user, you can set the following values using the HCL Domino® Administrator client. These settings affect fields on the Notes® Home Portal Account preference page.

Administrators can use the Domino® Administrator client to complete the following fields on the Portal Server Basics tab for users who may, for example, need to access and use composite applications that contain portlets:

Home Portal Server -- Type the name of the Portal server that hosts Notes® user accounts.
Authentication URL -- Type the URL that Notes® users need to access in order to authenticate with the Portal server.
Authentication type -- Choose either J2EE-Form or HTTP for Web-based authentication.

These Domino® policy settings override Notes® account preferences and will create the account if it does not already exist.