Configuring the DOLS subscription

You choose configuration settings for the subscription in the Offline Subscription Configuration Profile document. You must edit and save a configuration document in every subscription even if you make no changes to the document. A subscription can have only one configuration document, even if the subscription has multiple databases. The configuration document must be stored in the main database. The main database is the database in the subscription from which the user downloads the subscription.

You can change configuration settings even after users have downloaded the subscription.

To edit the configuration document

  1. Copy the appropriate design elements into the main database. For instructions, see the related topics.
  2. Open the database in IBM® Notes®.
  3. Choose Actions > Edit Offline Configuration to open the document. Note that some of the fields have default values, which you can change. You can use wild card characters in any field.
  4. Click the Basics tab. The name of the main database should be in the Subscription title field. If it is not, enter it.
  5. Click the Services tab and fill in the following fields.
    Table 1. Services options

    Name of Field

    Action

    Domino® services to install offline

    • Basic services (required)
    • Full-Text Indexing
    • LotusScript® and unscheduled agents
    • Java classes and applets
    • Custom Services
    • MAPI enablement
    • Default Language

    The offline subscription may need support for full-text indexing, LotusScript® and unscheduled agents (such as Web open), Java back-end classes and applets, MAPI enablement, or custom services.

    Select the appropriate boxes so that only files the users actually need are downloaded to their machine.

    MAPI enablement is available only when you use the Extended Mail Template (MAIL6EX.NTF) for Web mail.

    Choose a default language for the Web Control menu and the Domino® Sync Manager. Users can override this setting by selecting a different language from the Web Control menu.

    Custom services to install offline

    This field is available only when you select the Custom services check box.

    Enter the name of custom service files to be unpacked and executed on the user's computer during installation of the subscription. Custom services have the following syntax:
    CustomServiceName [Setup.exe [SetupArguments]]
    For example:
    mycustomname mysetupfile.exe -z -r -u

    If you specify more than custom service, separate the services with commas. For example:

    mycustomname mysetupfile.exe -z -r -u, mycustomname2 mysetupfile2.exe -z -r -u

    For more information on custom file sets, see the related topics.

  6. Click the Schedule tab and complete the following fields. Note that the user can override most of these fields from within the Subscription Properties box of the Domino® Sync Manager.
    Table 2. Schedule options

    Name of Field

    Action

    Type of schedule

    Daily

    Select this field, then specify the time of day you want synchronization to occur.

    Weekly

    Select this field, then check the days you want the synchronization to occur.

    Monthly

    Select this field, then specify the day of the month you want the synchronization to occur.

    Start time

    Enter the time of day for the subscription to start scheduled synchronization.

    Frequency

    Repeating schedule

    Select this box if you want synchronization to repeat at certain intervals after the initial start time.

    Interval

    Specify the time between repeating synchronizations. Enter a number and then choose either minutes or hours. For example, you can enter 180 minutes or 3 hours.

    Limitations

    Stop synchronization at

    Specify the time you want the synchronization to stop.

    Recurrence exceptions

    Schedule disabled

    Select this box to make a disabled synchronization schedule the default state. The subscription only synchronizes once, when it is installed. The user can override this setting in the offline synchronization properties.

  7. Click the Sync Options tab and complete the following fields:
    Table 3. Sync options - file rules

    Name of Field

    Description

    Required files to replicate

    Enter the subscription's required files. Required files are databases, templates or directories that are automatically installed offline, and are replicated every time the subscription is synchronized.

    All required files and directories must be specified relative to the server's data directory.

    For tips on using directory names and wildcards when you specify more than one required file or optional file, see the related topics.

    Optional files to replicate

    Enter the subscription's optional files. Optional files are databases, templates or directories that can be enabled or disabled in the sync manager for offline installation and replication. For example, in addition to the required file(s), you may want to download a related Help database or an archived discussion database as an optional file.

    All optional files and directories must be specified relative to the server's data directory.

    Optional databases replicate as "stubs," meaning only the design is replicated. Users can open Sync Properties, click the Sync Options tab, select the database, and deselect the disable box. The data is then replicated at the next synchronization. To save disk space, users can disable an optional file, and the data is removed at next synchronization.

    Enable replication of optional files by default - Select this box to automatically download and synchronize new databases found in the subscription's directories on the server. For example, if one of the optional databases is designed to create new databases, the new databases are automatically downloaded and synchronized.

    Directory catalog

    Synchronize directory catalog:

    Select this box to install a directory catalog with the subscription. Then enter the file name, including directory path, of the catalog database on the server (for example, dircats\mydircat.nsf). If the server administrator has specified a default offline directory catalog for the server by adding $DOLSDirectoryCatalog = nameofcatalog.nsf to the NOTES.INI on the server, you can leave this field blank and the server's default offline catalog is replicated with the subscription. A catalog filename specified here will override the server's default offline directory catalog.

    Choose the Replicate as an optional filecheckbox to specify the catalog as an optional file. If the directory catalog is specified an optional file, the Enable replication of optional files by defaultcheckbox must be checked for the catalog to replicate the first time.

    In order for IBM® iNotes® users, to take a directory catalog offline, you must add the name of a directory catalog, including the NSF extension, to the $DOLSDirectoryCatalog setting in the server's NOTES.INI file.

    For more information on using directory catalogs with DOLS, see the links a the end of this topic.

    Encryption

    Encrypt this subscription:

    Select the box to enable encryption. Then select the level of encryption. Encryption prevents an unauthorized user from accessing the offline subscription's data using another software product.

    • If the subscription has multiple databases, all of these databases are encrypted.
    • If the subscription has a shared file, you must encrypt all subscriptions sharing the file. An unencrypted subscription may not be able to open an encrypted file.
    • Using strong encryption causes a database to open more slowly than it would using a weaker encryption or no encryption.
    Note: Do not encrypt the database from the Database Properties box. Use the Offline Subscription Configuration document to prevent unauthorized users from reading subscription data using other applications.
    Table 4. Sync options - other and optional

    Name of Field

    Description

    Date Filtering

    Only sync documents modified within the last number]days:

    Select this box to preset a default, date-based filter on all databases created offline. For example, if you specify 30 days, only documents created or modified in the last 30 days will synchronize. Once installed, users can reset this for each subscription file using the Domino® Sync Manager.

    Halt Conditions

    • Limit database size to [number] MB - Select this box to specify the maximum size in megabytes of the offline database. You cannot specify a number less than 10.
    • Limit subscription size to [number] MB - Select this box to specify the maximum size in megabytes of the entire offline subscription. You cannot specify a number less than 10.

    You can preset an automatic halt to the offline synchronization when a database exceeds a particular size, or when the subscription as a whole exceeds a particular size. The user can override this setting.

    Note: Be careful not to specify a size that may be too limiting. The offline subscription may not be fully operational if synchronization is interrupted prematurely.

    Full-Text Index subscription after sync

    Select this box to force full-text indexing of the subscription after synchronization. The user can override this setting.

    Compact subscription after sync

    Select this box to force the subscription to compact after synchronization.

    Notify on completion of sync

    Select this box if you want the user to receive a message when synchronization is complete. The user can override this setting.

    If warnings are displayed during the synchronization process, and this option is selected, each warning message will display.

    Route mail on client shutdown

    Select this box so that pending outgoing mail messages are sent before the user exits from the Domino® Sync Manager. The user can override this setting.

    Replicate on client shutdown

    Select this box so that synchronization occurs before the user exits from the Domino® Sync Manager. The user can override this setting.

    Use multi-user data directory

    Select this box so that the subscription can be installed to a client with a Notes® multi-user setup. Subscription data is stored in the user's personal profile data directory.

    Allow per-user shared subscription data

    Select this box to allow the subscription to share a file with another subscription, as long as the same user has installed both files.

    For example, a user installs this subscription with the directory catalog dircat1.nsf. If the user then installs another subscription that uses dircat1.nsf, and also selects this option, the two subscriptions share dircat1.nsf.

    All subscriptions that share the same file must be either encrypted or not encrypted. Non-encrypted subscriptions may not be able to share a file that is encrypted.

  8. Click the Admin tab and complete the following fields:
    Table 5. Admin tab options

    Name of field

    Action

    Push subscription settings:

    Push subscription settings to Domino® Sync Manager.

    Select this box to push changes made to the active Off-Line Subscription Configuration Profile Document (on the server), down to the Domino® Sync Manager (on the client), without requiring a reinstallation of the subscription.

    The following are the only settings and actions that cannot be changed on the user's computer unless the user deletes and reinstalls the subscription.

    • Encryption
    • Per-user shared subscriptions
    • Multi-user data directories
    • Pass-through server settings
    • Optional TCP/IP addresses
    • A change in the subscription title
    • Adding new services or custom filesets
    • Deleting or moving the main.nsf

    Force user to accept subscription changes. This box is only visible when Push subscription settings to Domino Sync Manager is selected. Select this box to force the user to accept changes in the Offline Subscription Configuration Profile document. Not selecting this box allows users to prevent the changes from occurring on their subscriptions.

    Read only subscription settings:

    Make schedule read-only - Select this box to disable the scheduled replication settings in the Properties dialog - Schedule tab of the subscription on the user's computer. You can push this to users by selecting it before they install the subscription, or by using thePush subscription settings feature.

    Make sync options read-only - Select this box to disable the Sync Options settings in the Properties dialog - Sync Options tab of the subscription on the user's computer. You can push this to users by selecting it before they install the subscription, or by using the Push subscription settings feature.

    Pass-through server settings:

    Select this box to use a pass-through server to connect to the IBM® Domino® server that hosts the subscription. Enter the name of the pass-through server.

    Network Settings:

    Use optional TCP/IP address to connect to destination server. Select this box to provide primary and/or secondary TCPIP addresses for the destination Domino® server hosting the subscription. This is especially useful for users who access the server through both an intranet and an extranet. If the primary address is not reachable, the Domino® Sync Manager tries the secondary address to connect to the server.

    Then enter the name of the primary and secondary addresses. If users connect to the host server through a pass-through server, the addresses must be for the pass-through server.

    Tip: Alternatively, an administrator can configure these settings for all the subscriptions hosted on a particular server by adding addresses to the $DOLS_TCPIPAddress and $DOLS_TCPIPAddress2 settings in the server's NOTES.INI file.

    Security Settings:

    Enable this setting so that the user's offline Internet password remains synchronized with their online Internet password. This setting works only when the Offline Configuration document Security Settings field Keep Internet Password Synchronized is enabled.

  9. (Optional) At the end of the configuration document, select whether to display the default download page or create your own download page. The download page is what users see while they're installing a subscription. It's useful for showing instructions, company graphics, warnings, or tips. Do one of the following:
    • Leave Display default download page contents selected to have the download page contain the default text and graphics. You can add text, HTML, or images in the rich-text field that follows the default text and graphics.
    • Select Display only the custom contents below to create a download page. A rich-text field appears in which you can add text, HTML, or images.
  10. Save and close the configuration document.
  11. Save and close the subscription.
  12. (Optional) Customize the subscription.