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

  1. Install or upgrade the Domino roaming server to the current Domino release.
  2. 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.
  3. 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)