Specifying Basic settings for a desktop policy

Create the Desktop Settings document and then use the Basics tab to specify general options for users of the policy, including options for homepage/welcome page, location, server, mail template information, calendaring and scheduling, and menus.


  1. From the Domino® Administrator, click the People & Groups tab, and open the Settings view.
  2. Click Add Settings and then choose Desktop.
  3. On the Basics tab, complete the following fields:
    • Name -- Enter a name that identifies the users of settings.
    • Description -- Enter a description of the settings.
  4. Under Homepage/Welcome Page Options, complete the following fields:
    Table 1. Homepage/Welcome Page Options fields and actions
    Field Action
    Corporate Welcome Pages database

    Add the database link to the database containing custom welcome pages and/or custom My Work pages.

    Default Welcome page

    Do one:

    • Select the welcome page that users see when they start Notes®.
    • Select Workplace if you want users to see and use the My Work Welcome page for Notes® instead of a default or custom Welcome page.
    • Select No default Welcome Page if there is no default welcome page. (default)
    Home page selection

    Choose this option if you want to prohibit users from choosing their own home page. If you check this check box, users cannot change the welcome page or the My Work page to anything other than what is defined in the policy.

  5. Under Discover Page Options, complete the following fields:
    Table 2. Discover Page Options and Actions



    Discover Page

    Choose to set the Discover Page as the home page, or not to display it.

    First tab shown

    If you chose to display the Discover page, choose which Discover Page tab displays first:

    • What's New
    • For new users
    • Hints and tips
    • Quick Links

    Links to external content

    If users are not allow to access external links, select Hide.

    Video Links

    Specify whether to show or hide video links. You can also specify that video links should be internal, not external, links.

    Quick Links tab

    Specify links to applications that appear on the Quick Links tab of the Discover Page.

  6. Under Location Options, specify whether to allow private location documents. A private location document is created by a user, who designates who can use that document in the Only for user field on the Preferences > Advanced tab of the Location document.
  7. Optional: Enable Instant Messaging Provider to enable HCL Sametime® instant messaging.
  8. Under Server Options, complete the following fields:
    Table 3. Server options fields and actions



    Catalog/Domain Search server

    Choose the name of the server used for domain searches.

    Domino® Directory server

    Enter the name of the server whose Domino® Directory you want users to use.

    HCL Instant Messaging server

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

  9. Under Mail Template Information, complete the following fields if you are converting from a previous mail template:
    Table 4. Mail Template Information fields and actions



    Prompt user before upgrading mail file

    Do one:

    • Check Yes to inform users before upgrading their mail files. This option allows users to defer the upgrade.
    • Uncheck (default) to upgrade without notification.

    Old design template name for your mail files

    The default asterisk (*) uses any mail template.

    Enter the name of the current template you are using.

    If Running This Version Of Notes:

    Use This Mail Template

    Enter the build version of the Notes® client. Do not include the date, but do include all of the text before the date. To upgrade all versions, use an asterisk (*).

    Enter the file name of the mail template to be used for the specified version of Notes®.

    Ignore 200 category limit

    By default the number of folders created during conversion is limited to 200 folders. Do one:

    • Check Yes to override that limit and create as many folders as necessary (default).
    • Uncheck to enforce the limit.

    Mail file to be used by IMAP mail clients

    Do one:

    • Check if mail file will be used by an IMAP mail client.
    • Uncheck if IMAP will not be used (default).

    Upgrade the design of custom folders

    The conversion does not upgrade private folders automatically. Do one:

    • Check Yes to include custom folders in the design upgrade (default).
    • Uncheck to exclude custom folders in the design upgrade.

    Prompt before upgrading folder design

    Do one:

    • Check Yes to inform users before upgrading their mail folder design. Allows users to defer the upgrade.
    • Uncheck (default) to upgrade folder design without notifying users.

    Notify these administrators of mail upgrade status

    If you chose to notify users before upgrading, enter the names of administrators who should receive mail upgrade status information.

  10. Under Browser Options, complete the following fields:
    Table 5. Browser options fields and actions



    When clicking on a link in the Standard client, use the browser:

    Select set as default for this operating system or embedded in this client. The default honors the setting the user has already made.
    Note: The embedded browser is also sometimes called the Notes® native browser.

    Default Web search engine

    Specify the Web search engine to be used for Web searches.

    Internet browser

    Specify the internet browser to use for rendering external emails and linked web pages.

  11. Optional: Under Calendaring and Scheduling, enable the Reschedule repeating meetings using ResetTimes feature field to allow users to reset repeating meetings that have been rescheduled with different start and end times to the same start and end time. This is disabled by default.
  12. If your organization does not use the widget catalog, under Provisioning, you can enable the Eclipse update manager user interface by selecting Enable for Allow user initiated updates.
    Note: The widgets catalog supersedes the Eclipse update manager method and is recommended.
  13. Under Menus, complete the following fields:
    Table 6. Menus fields and actions



    Display Advanced menus in the client

    Click Yes to display the Advanced Menus option on the View menu in the Notes® client. Notes® users can then specify whether to display Advanced Menu items. If you do not want users to see or use the Advanced Menus option, leave this check box blank.

    Open list/Launcher

    Choose one:

    Open button - To set the Open button to display when a user opens the Notes® Client. The Open button opens a list of user bookmarks when the user opens the Notes® client.

    Docked as a bookmark bar - To set the "docked" list of user bookmarks as the default when the user opens the Notes® client. The Notes® user does not have to click Open to see their bookmarks.

  14. Under Toolbars, for Set Universal toolbar as default choose whether to enable the Universal toolbar as the default for all users.
  15. Under Contacts, complete the following fields:
    Table 7. Contacts fields and actions
    Field Action
    Enable "Synchronize Contacts" on the Replicator Select Yes to enable this Replication item for users of the policy. For client users who store contacts in their mail file, synchronizing contacts automatically through replication keeps the contacts in sync with contacts in the local mail file.
    Mark new contacts as private by default Select Yes so that new contacts that end users create are private entries. This setting is useful for client users who delegate access to their mail and contacts, and want to maintain a set of private contact names.
    Do not automatically add names to the Recent Contacts view When the Recent Contacts view grows too long, client users may see a message warning them that contacts have exceeded 500 names. The default setting of Yes prevents population of the list. Select No to allow the list to be populated.
  16. Under IBM Protector Options, specify the URL that accesses the IBM Protector for Mail Security 2.5 server. This field supports use of an IP:PORT combination such as The field does not support the use of an http or https URL such as https://myprotector.company.com:4443.