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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.
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.
Creating the widget catalog
The widgets catalog centrally houses available widgets. The catalog is an IBM® Notes® application that can be used as an XPages application.
Browsing and updating from the widgets catalog
You can update widgets from the catalog so that any new, updated, or deleted widgets in the catalog are reflected in your local replica. Update is based on the catalog server, catalog name, and categories to install settings specified on the Widgets preferences panel. Widgets are installed or updated if you are a member of the widget's specified category by policy or plugin_customization.ini file preference or have specified that category on your Widgets preference panel. Widgets are also updated if you installed them using drag and drop from the configured catalog.

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.
  - 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.
    - Widgets and Live Text overview
      Widgets and Live Text enables users to see and act on automatically recognized Live Text in a Notes® document using widgets created specifically for their use. For example, a user can see a specially highlighted Live Text string (for example, a flight number) and instantly act on it (for example, look up a flight status) by opening a third-party flight status widget that is linked to that Live Text. Widgets and Live Text also enables power users and administrators to create and edit widgets, and deploy them to users to engage a Notes form, view, or document or third party services such as Web page, feed, or Google Gadget as well as deploy an existing feature or plug-in from an Eclipse or NSF-based update site.
    - Creating the widget catalog
      The widgets catalog centrally houses available widgets. The catalog is an IBM® Notes® application that can be used as an XPages application.
      - Widget catalog options and access
        The widgets catalog is a server-based application that contains all centrally managed widgets and their underlying XML extension definitions, including content types and recognizers. The catalog is based on the IBM® Domino® server-supplied XPages widget catalog template (toolbox.ntf) and its access is controlled by a combination of application ACLs and Domino policies (or plugin_customization.ini preferences), as well as widget categories.
      - Browsing and updating from the widgets catalog
        You can update widgets from the catalog so that any new, updated, or deleted widgets in the catalog are reflected in your local replica. Update is based on the catalog server, catalog name, and categories to install settings specified on the Widgets preferences panel. Widgets are installed or updated if you are a member of the widget's specified category by policy or plugin_customization.ini file preference or have specified that category on your Widgets preference panel. Widgets are also updated if you installed them using drag and drop from the configured catalog.
    - Controlling Widgets and Live Text access using Domino® policy
      You can use the IBM® Domino® Desktop Settings document to define Widgets and Live Text availability for specific users.
    - Controlling Widgets and Live Text access using Eclipse preferences
      In a server-managed environment, access to Widgets and Live Text functionality and the widgets catalog is set using an IBM® Domino® Desktop Policy Settings document. Alternatively you can use equivalent Eclipse preferences in the plugin_customization.ini file.
    - Creating a features and plugins deployment widget
      You can create a widget to assist in managing new feature deployment and update provisioning on the client based on an administrative policy or preferences.
    - Configuring widgets for specific Notes client releases
      The Platform field was introduced in Domino 9.0 Social Edition for support of Notes client users in a mixed-release environment. The administrator of the widget catalog can use the Platform field in widget catalog documents to control which widgets in a category of widgets are deployed to client users of this release and of earlier releases of Lotus Notes. You need to enable a preference to use this feature.
  - 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.

Browsing and updating from the widgets catalog

You can update widgets from the catalog so that any new, updated, or deleted widgets in the catalog are reflected in your local replica. Update is based on the catalog server, catalog name, and categories to install settings specified on the Widgets preferences panel. Widgets are installed or updated if you are a member of the widget's specified category by policy or plugin_customization.ini file preference or have specified that category on your Widgets preference panel. Widgets are also updated if you installed them using drag and drop from the configured catalog.

To browse the widgets catalog, open it using File > Open > Notes Application or click the Browse the Widget Catalog button in the My Widgets sidebar panel toolbar. You can also use the My Widgets sidebar menu Catalog option to open and browse the catalog, force updates from the catalog, or open the Widgets Preferences page and specify options.

In the Notes® client, to force an update, click Catalog > Update Widgets from the My Widgets options menu. While you can manually check for updates using this menu option, the administrator typically sets a default interval to automatically check for updates and refresh your widgets with updates from the catalog. Typically, this occurs during replication on whatever schedule is set for Normal priority applications.

Note: If a category that you subscribed to is removed from the catalog, widgets from that category are removed from your client the next time catalog update occurs.

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