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Configuring
Use this information to configure an IBM® Domino® network, users, servers (including Web servers), directory services, security, messaging, widgets and live text, and server clusters. Also use this information to set up IBM iNotes® on a server using Domino Off-Line Services (DOLS).
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.
Assigning dynamic policies
Before you register and set up users, plan and create policies. Then, during user registration, assign the policies.
Assigning explicit policies using the Assign Policy tool
You can assign an explicit policy to a user or group, or you can change the explicit policy assignment using the Assign Policy tool. Use this tool when you want to make changes to multiple users or groups. You can distribute changes to the Desktop, Security, or Archive policy settings that are defined in explicit policies using this tool.

Configuring
Use this information to configure an IBM® Domino® network, users, servers (including Web servers), directory services, security, messaging, widgets and live text, and server clusters. Also use this information to set up IBM iNotes® on a server using Domino Off-Line Services (DOLS).
- Configuring a network
  This section presents the planning concepts and setup procedures necessary for a successful IBM® 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.
      - Assigning an explicit policy
        You assign explicit policies on the Policy Assignment tab of the explicit policy document during user registration, using the Assign Policy tool available in the IBM® Domino® Administrator client. You can also assign an explicit policy in the user's person document. If you want your explicit policy to be a dynamic policy, assign users and groups using the Policy Assignment tab on the Policy document. If your policies include Setup and Registration policy settings, assign them during user registration so that you can take advantage of these settings.
      - Assigning explicit policies in the Person document
        You can assign or change a user's explicit policies in the Person document. Changes to the Desktop, Security, or Mail Archive policy settings that are associated with an explicit policy can be distributed this way.
      - Assigning explicit policies using the Assign Policy tool
        You can assign an explicit policy to a user or group, or you can change the explicit policy assignment using the Assign Policy tool. Use this tool when you want to make changes to multiple users or groups. You can distribute changes to the Desktop, Security, or Archive policy settings that are defined in explicit policies using this tool.
      - Assigning dynamic policies to users and groups
        You can assign users and groups to a new dynamic policy while you are creating the policy or you can assign users and groups to an existing explicit policy.
      - Setting policy precedence
        You can manually change a dynamic policy's precedence in the Domino® Directory or you can use the default precedence value that is set when you create a dynamic policy.
      - Viewing dynamic policies by precedence or by category
        The Policy Precedence tab in the Domino® Administrator contains a view of all dynamic policies that have users or groups assigned to them on the policy document. You can sort dynamic policies based solely on precedence or you can sort them by category.
    - 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 such as Symphony®.
    - 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 IBM® Notes® and non-Notes users. For example, you can control server name and address as well as authentication type for embedded or stand-alone IBM Connections clients.
    - Extending policy settings to IBM iNotes® and 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.
  - 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.
  - Managing users
    The Administration Process helps you manage users by automating many of the associated administrative tasks. For example, if you rename a user, the Administration Process automates changing the name throughout databases in the Notes® domain by generating and carrying out a series of requests, which are posted in the Administration Requests database.
  - 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.
  - 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.
  - 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.
  - Configuring Widgets and Live Text
    Widgets and Live Text enables end users to see and act on Live Text in supported documents, including IBM® Notes® mail, using XML extensions (widgets) created specifically for their use.
  - Configuring the Domino® OpenSocial component
    The Domino® OpenSocial component adds social and web features to make third-party processes available directly in the client user's mail. The OpenSocial component supports embedded experiences in the Notes® client, including OpenSocial Gadgets in the sidebar, pop-ups, and tabs.
- Editing the NOTES.INI file
  You should rarely, if ever, need to modify a server's or client's NOTES.INI file. The NOTES.INI file contains many settings that Domino® and Notes® rely on to work properly. An accidental or incorrect change may cause Domino or Notes to run unpredictably. Therefore, you should edit the NOTES.INI file only if special circumstances occur or if IBM® Support Services recommends that you do so.
- Configuring directory services
  This section describes how to plan, set up, and use IBM® 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®
  IBM® iNotes® (previously IBM Domino® Web Access) provides IBM 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 IBM iNotes.
- Configuring Web servers
  This section describes how to set up the IBM® Domino® Web server, the Domino Web Navigator, and other Web servers such as IBM HTTP.
- Domino® Off-Line Services
  Domino® Off-Line Services (DOLS) provides a way for users to take Domino Web applications offline, work in them, and synchronize the changes with an online replica on the Domino server. Users are not required to have Notes® client because the applications are accessed with a browser.
- 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.

Assigning explicit policies using the Assign Policy tool

You can assign an explicit policy to a user or group, or you can change the explicit policy assignment using the Assign Policy tool. Use this tool when you want to make changes to multiple users or groups. You can distribute changes to the Desktop, Security, or Archive policy settings that are defined in explicit policies using this tool.

About this task

When you change the explicit policy for a user or group using this tool, you have the option of viewing the way the policy assignment change impacts the effective policy for that user or group. Policies can also be managed from the Web Administrator client.

Procedure

Make sure that you have at least Editor access to the Domino® Directory and the ObjectModifier role.
From the IBM® Domino® Administrator, click the People & Groups tab.
Do one:
- Open the People view, select one or more users, and then from the Tools pane, click People.
- Open the Groups view, select one or more groups, and then from the Tools pane, click Groups.
Choose Assign Policy.
For the field Allow replacement of an existing policy, do one:
- Check this option to replace an existing explicit policy with a new one.
- This option is not available if the selected user or if no users in the selected group have an explicit policy currently assigned.
In the Policy field, select the explicit policy you want to assign from the list.
Select the Perform updates in background option when you are assigning policies to a large number of users.
Optional: Click View policy synopsis to see the new effective policy.
In the Choose Organizational Policy dialog box, choose the organizational policy you want to combine with the explicit policy to create the new effective policy.
- If you are updating one IBM® Notes® user, select the organizational policy for that person.
- If you are updating more than one Notes® user, select the organizational policy that applies to the broadest number of users.

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