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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.
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.
Managing policies
To manage policies, you can perform any of the tasks listed in the related topics.
Viewing policy relationships
The policy viewer is a convenient tool you can use to view each policy, the settings associated with each policy, and how they relate to each other. The policy viewer is also versatile because of the number of ways in which you can view policy documents.
Using the policy viewer
You use the policy viewer to view the relationships of policies and policy settings documents in a policy hierarchy. You can view policies in either the By Settings view or in the By Policies view.

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.
    - Organizational and explicit policies
      There are two types of policies: organizational and explicit. Understanding the differences between the types helps you plan the implementation.
    - Understanding policy hierarchy and effective policy
      The effective policy for a user is a set of derived policy settings that are dynamically calculated at the time the policy is executed. The field values in an effective policy can originate from many different policy settings documents associated with the policy documents that apply to the user. Users may have a combination of policy settings that include values set at their OU level, values set with an explicit policy -- including values assigned to groups the user is a member of -- and settings inherited from a parent policy. The resolution of those settings determines the effective policy for each user.
    - Assigning dynamic policies
      Before you register and set up users, plan and create policies. Then, during user registration, assign the policies.
    - Understanding the How to Apply setting for a policy
      The policy settings documents contain a How to Apply setting that enables you to uniformly control how and when users can modify the individual field values in these documents and when the field values cannot be modified by end users. The How to Apply feature provides a central location, the policy settings document, from which you can set, and optionally, lock down policy settings. This feature is especially useful for implementing company procedures and increasing security. The How to Apply setting is available in all policy settings documents.
    - Assigning NOTES.INI or location document settings using a desktop policy
      Assign custom NOTES.INI settings or Locations settings using the Custom Settings tab of the Desktop Settings document.
    - Assigning Eclipse preference settings using a desktop policy
      You can use a Desktop Settings document to add or remove Eclipse preferences used by Notes® or other Expeditor client application.
    - Configuring administrative settings for deploying Eclipse-based plug-ins
      You can centrally control various aspects of the Eclipse-based plug-ins that you deploy to HCL Notes® and non-Notes users.
    - Extending policy settings to HCL iNotes® and HCL Notes® profile documents
      You can customize the mail policy settings document and push new or customized settings to the profile document specified in the $Profiles field.
    - Creating policies
      Creating a policy is a two-step process. If you create an organizational policy, it automatically applies when you register users. If you create an explicit policy, you assign it manually during user registration, in the Person document or by using the Policy Assignment tool.
    - Managing policies
      To manage policies, you can perform any of the tasks listed in the related topics.
      - Editing policies
        You can edit existing policy and policy settings documents in the Domino® Directory.
      - Deleting policies
        You can delete policy and policy settings documents from the Domino® Administrator client.
      - Using the Policy Synopsis tool to determine the effective policy
        To determine the effective policy governing a selected user, use the Policy Synopsis tool to generate a report that is written to the Policy Synopsis Results database (POLCYSYN.NSF).
      - Viewing policy relationships
        The policy viewer is a convenient tool you can use to view each policy, the settings associated with each policy, and how they relate to each other. The policy viewer is also versatile because of the number of ways in which you can view policy documents.
        Using the policy viewer
        You use the policy viewer to view the relationships of policies and policy settings documents in a policy hierarchy. You can view policies in either the By Settings view or in the By Policies view.
  - 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.
  - 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.

Using the policy viewer

You use the policy viewer to view the relationships of policies and policy settings documents in a policy hierarchy. You can view policies in either the By Settings view or in the By Policies view.

Procedure

From the Domino® Administrator, click the Configuration tab.
Open the Policies view, and then select the view.
Choose how you want to view policies:
- By Settings
- By Hierarchy

Complete any of the following tasks, depending on the view you selected:

Table 1. Tasks available in the By Settings view
Task	Action
View a list of all policy settings documents in your domain	Expand the functional areas in the first pane.
View a list of all policies that use a policy settings document (display in the second pane)	In the first pane, select a policy settings document. View the policies that use that policy settings document display in the second pane.
View and edit a policy settings document	Select a policy settings document in the first pane. The selected policy settings document displays in last pane. Double-click the document to edit it.
View the effective policy settings for a functional area (displays in the last pane)	Select a policy settings document in the first pane. Select a policy document that uses those settings in the second pane. View the effective policy in the last pane.

Table 2. Tasks available in the By Hierarchy view
Task	Action
View the policy hierarchy for the a domain	In the field Show policy hierarchy for, select a domain. View the domain's policy hierarchy in the first pane.
View the policy hierarchy for a Notes® user	In the field Show policy hierarchy for, select Specific User, and then select the name of a Notes® user. View the policy hierarchy for the user in the first pane
View the settings documents used by each policy	Select a policy in the first pane. View the policy settings documents used by the selected policy in the second pane.
View the differences between the effective policy and the policy settings for a policy settings document	In the second pane, selects a policy settings document and make any changes to the settings. In the last pane choose one of the Show options to view either the effective policy settings or the actual policy settings document.