Beruflich Dokumente
Kultur Dokumente
2
Configuration Guide
December, 2011
0
TCS Internal
P@ssw0rd
Notice
Notice
2011 Tata Consultancy Services Limited This is a controlled document. Unauthorized access, copying, replication or usage for a purpose other than for which it is intended, are prohibited. All trademarks that appear in the document have been used for identification purposes only and belong to their respective companies.
TCS Internal
Image has been replaced to servername.tcs. com Image has been replaced with name Archiving images has been replaced with circles Including new chapter 6
01-July-2008
New Release
24
01-July-2008
New Release
29-34
01-Dec-2011
New Release
40-43
TCS Internal
Intended Audience
The intended audience for this document are all TCS associates using Lotus Notes as the email client for official communication.
TCS Internal
4|Page
Contents
1. Getting Started ................................................................................................................................................... 6
About IBM Lotus Notes 8.5.2 ........................................................................................................................................... 6 Prerequisites for Configuration ........................................................................................................................................ 6 Procedure to Configure Lotus Notes 8.5.2 ....................................................................................................................... 6 Pointers............................................................................................................................................................................ 6
2. Opening the Server Copy of your Inbox .......................................................................................................... 7 3. Creating a Local Copy of your Inbox ............................................................................................................. 16 4. Creating your Location Document ................................................................................................................. 21 5. Creating and Viewing your Archive Database ............................................................................................... 27
Creating your Archive Database .................................................................................................................................... 27 Viewing Archive Database ............................................................................................................................................. 36
TCS Internal
5|Page
1. Getting Started
This chapter provides an introduction to the IBM Lotus Notes 8.5.2 configuration for TCS associates.
Pointers
The following are some pointers to use Lotus Notes 8.5.2 effectively: Do not replace or delete your existing ID file. Rename and retain it in another folder (preferably) in your personal profile. Always back-up your existing ID file along with the archive copy of your Inbox. If your ID file is encrypted, you can open your archive copy only with your ID file.
TCS Internal
6|Page
To open the server copy of your inbox: 1. Double-click the Lotus Notes icon available on your desktop. The IBM Lotus Notes 8.5.2 Client Configuration - Welcome window appears (refer figure 1).
TCS Internal
7|Page
2. On the Welcome window, click Next. The User Information window appears (refer figure 2).
Figure 2: User Information Window 3. On the User Information window, enter your employee number in the Your name field. 4. Type your Domino server (for example, InBlrM01/TCS, InBlrM02/TCS, and InMumM10/TCS etc) in the Domino server field. 5. Select I want to connect to a Domino server check box. 6. Click Next. The Notes ID File window appears (refer figure 3).
TCS Internal
8|Page
7. On the Notes ID File window, click Browse. The Enter New User ID File Name window appears. 8. Browse and select your Notes ID file and then click Open (refer figure 4).
Figure 4: Notes ID File Location The selected ID file appears in the File name field on the IBM Lotus Notes 8.5.2 Client Configuration window.
TCS Internal
9|Page
Figure 5: Notes ID File Selection A confirmation window appears prompting you to confirm whether you want to copy the ID file to your data directory. 10. Click Yes (refer figure 6). The ID file will be moved to the default data directory. Lotus Notes will not prompt for the Id file the next time you log in.
Figure 6: Confirmation Window for Copying the ID File to the Data Directory
TCS Internal
10 | P a g e
11. After the ID file is copied to the default data directory, the following window appears (refer figure 7). Click Next.
Figure 7: The window comes up after confirming id file copied to data directory 12. On the Lotus Notes dialog box, click Next (refer figure 5). The Notes password prompt window appears (refer figure 8).
TCS Internal
11 | P a g e
13. On the Additional Services window, deselect all check boxes and click Next (refer figure 9).
Figure 9: Additional Services Window The IBM Lotus Notes - Setup Complete dialog box appears. The configuration will require couple of minutes to complete (refer figure 10).
TCS Internal
12 | P a g e
14. Once the configuration is successfully completed, the Lotus Notes Setup page appears displaying options for the home page setup.
The default home page appears, with the following options: Mail Calendar Contacts To Do Notebook
TCS Internal
13 | P a g e
Figure 12: Lotus Notes Home Page 15. On the Lotus Notes home page, click the Applications icon in the Bookmark bar (on the left of the screen). The Application pane appears. Under Applications, click the Workspace icon (refer figure 13).
TCS Internal
14 | P a g e
Figure 13: Opening Workspace 16. The Workspace tab appears with the Server copy icon on the left. Double-click the Server copy icon to open the server copy.
TCS Internal
15 | P a g e
TCS Internal
16 | P a g e
2. Under Applications, click the Workspace icon (refer figure 12). The Workspace tab appears with your Server copy icon on the left (refer figure 13)
Figure 16: Workspace 3. Click View menu and then click Advanced Menus (refer figure 17) to create Replication options.
Figure 17: View Menu Note 1: Only when Advanced Menus is enabled, Replication options can be created
TCS Internal
17 | P a g e
4. On the Workspace tab, right-click the Server copy icon and then select Replication New Replica (refer figure 18). The Create Replica for Application dialog box appears (refer figure 19).
Figure 18: Replication - New Replica 5. Once clicking on New Replica, A pop up window appears to create a new replica. Make sure that the server field is Local. Then click on OK.
TCS Internal
18 | P a g e
6.
Figure 20: Replication & Sync Window 7. Double-click the Local copy icon. The Local copy of your Inbox appears as Local (refer figure 22). on Workspace
TCS Internal
19 | P a g e
TCS Internal
20 | P a g e
TCS Internal
21 | P a g e
2. From the list of locations displayed on the screen, select Online and click Edit .
Figure 24: List of Locations The Edit Location window appears displaying the contents of the Basics tab. 3. On the Basics tab, set values in the following fields: Location name: Online Location type: Local Area Network Internet mail address: Your complete email address
TCS Internal
22 | P a g e
Figure 25: Setting Up Basics 4. Click the Servers tab and enter the server name in the Home/mail server field (refer figure 26).
TCS Internal
23 | P a g e
5. Click the Ports tab and select only the TCPIP checkbox.
Figure 27: Port Setup 6. Click the Mail tab and enter the following details as per your employee details: Mail file location: Local Mail file: mail\Employee no.nsf Recipient name lookup: Exhaustively check all address books Rest of the settings should be as shown in the following figure.
24 | P a g e
7. Click the Replication tab and select the options as shown in the following figure:
Figure 29: Setup for Replication 8. Click the Advanced tab, click the Basics tab, and make the following settings: Select Yes in the Use operating systems time zone settings: field. Click the torch icon in the User ID to switch to: field and select your ID file from the Data folder
25 | P a g e
Figure 31: Selecting the ID File from the Data Folder 9. Click the Administration tab and type your Mail id in the Owner field and the Administrators field and then click OK. You are now done with creating your Location Document.
26 | P a g e
TCS Internal
27 | P a g e
2. Double click to open the local copy of your mailbox (refer figure 34).
Figure 34: Local Copy of Your Inbox 3. Select Actions Archive Settings... (Refer figure 35).
Figure 35: Archive - Settings The Archive Settings dialog box appears. 4. Click the Criteria tab. Select Default for Last Modified criteria and then click Enable. [Refer figure 36(i)].
TCS Internal
28 | P a g e
Figure 36 (i): Archive - Enable Archiving 5. Click No while the following screen appears.
TCS Internal
29 | P a g e
Figure 36 (iii): Archive Settings - Edit Tab 7. The Edit Archive Criteria dialog box appears (refer figure 36). Under Specify General Criteria Information, select Enable this criteria. Under What Should Happen to the Selected Documents?, do the following: a. Select the Copy documents into my archive application specified here, then clean up this application option. b. Click the Browse (Folder picture) icon to choose the location to store the archive files. It is recommended that you create archive folder inside lotus notes data folder where by default lotus notes pop up brings you to create archive database. c. Type a name as shown in figure 37(ii). Click Select. In Edit Archive Criteria window (refer figure 37(i)) click OK.
TCS Internal
30 | P a g e
TCS Internal
31 | P a g e
Figure 37 (ii): Selecting archive database 8. Select all mails which you want to archive (refer figure 38).
TCS Internal
32 | P a g e
9. Click Actions menu, and under Archive, click Archive Selected Documents (refer figure 39). Your selected mails will get archived.
TCS Internal
33 | P a g e
10. You can also set auto archiving as follows. Click on the Schedule tab and select Schedule archiving. Note: Schedule archiving will be applicable for all the criteria enabled if you have multiple archiving criteria enabled.
TCS Internal
34 | P a g e
Figure 41 (i): Selection Criteria in auto archiving Choose the option as shown or as per your choice. And click OK
TCS Internal
35 | P a g e
TCS Internal
36 | P a g e
Figure 43: Mail Archive 4. Now, open the Workspace and right click on the Archive database as shown in the screen shot below:
TCS Internal
37 | P a g e
Figure 44: Properties of Archive database 5. Click Encryption Settings in the Database properties dialogue box. Please refer figure 45:
TCS Internal
38 | P a g e
6. Make sure that you select the option Do not locally encrypt this database in the Encryption settings. Please check the screen shot below:
TCS Internal
39 | P a g e
Figure 47: User Security Option A window appears prompting you to enter your current password. 2. Enter your current password. The User Security window appears.
TCS Internal
40 | P a g e
Figure 48: Password Prompt Window 3. In the Security Basics tab, click Change Password.
TCS Internal
41 | P a g e
Figure 50: Password Prompt window Once you have entered your current password correctly, the Change Password window appears. 4. Enter your new password in the Enter new password field and reenter the password in the Reenter new password field, and click OK.
TCS Internal
42 | P a g e
Figure 51: Change Password Window A window appears stating that your password has changed successfully.
TCS Internal
43 | P a g e
FEEDBACK FORM
To:
<The Global Head Delivery Excellence/ IOU Head / Head of Support Group/ IOU DEH> Tata Consultancy Services Date:
Location:
Feedback details (Comments / Suggestions / Corrections / Queries). (For associates to share their feedback, a feedback link is also available in both iQMS Wiki and Enterprise Process Web)
(Please use additional sheets, if necessary) For < Global Head Delivery Excellences use / IOU Heads use / Support Group Head's use/IOU DEHs use > Action assigned to: Details of action taken: Date assigned:
TCS Internal
44 | P a g e