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Lotus® QuickPlace
Installation and Upgrade Guide
Version 7.0
for Windows, AIX, Solaris, and i5/OS
G210-1998-00
���
Lotus® QuickPlace
Installation and Upgrade Guide
Version 7.0
for Windows, AIX, Solaris, and i5/OS
G210-1998-00
���
Note
Before using this information and the product it supports, read the information in “Notices” on page 65.
First Edition (August 2005)
This edition applies to version 7.0 of IBM Lotus QuickPlace (product number L-GHUS-5Z7NQE) and to all
subsequent releases and modifications until otherwise indicated in new editions.
© Copyright International Business Machines Corporation 2005. All rights reserved.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Chapter 1 Getting Started . . . . . . . 1
What’s new in Lotus QuickPlace 7.0 . . . . . . 1
New features for administrators . . . . . . . 1
New features for users . . . . . . . . . . 3
New features for developers . . . . . . . . 4
Additional documentation . . . . . . . . . . 4
Additional resources for i5/OS . . . . . . . . 5
Chapter 2 Installing Lotus QuickPlace . . 7
Lotus QuickPlace Installation . . . . . . . . . 7
Installing Lotus QuickPlace on Windows . . . . . 7
Starting Lotus QuickPlace on Windows . . . . 8
Installing Lotus QuickPlace on AIX or Solaris . . . 8
Starting Lotus QuickPlace on AIX or Solaris . . 10
Installing on IBM i5/OS . . . . . . . . . . 10
Lotus QuickPlace and Domino compatibility on
i5/OS . . . . . . . . . . . . . . . 11
Preparing your TCP/IP configuration . . . . . 11
Installing and configuring a Domino server for
Lotus QuickPlace . . . . . . . . . . . 14
Pre-accepting the Lotus QuickPlace software
agreements . . . . . . . . . . . . . 15
Installing Lotus QuickPlace on i5/OS . . . . . 16
Starting Lotus QuickPlace on i5/OS . . . . . 16
Troubleshooting Lotus QuickPlace installation on
i5/OS . . . . . . . . . . . . . . . 17
Adding Lotus QuickPlace to the Domino server 18
Running multiple QuickPlace servers on i5/OS 18
Removing QuickPlace from a Domino server on
i5/OS . . . . . . . . . . . . . . . 19
Chapter 3 Setting Up Lotus QuickPlace
for Offline Use . . . . . . . . . . . 21
Setting up Lotus QuickPlace for offline use . . . . 21
Connecting Lotus QuickPlace to a user directory . . 21
Enabling Domino Off-Line Services on AIX, Solaris,
and Windows . . . . . . . . . . . . . 21
Enabling Domino Off-Line Services on i5/OS . . . 22
Certifier IDs for authenticating offline users . . . 23
New organization certifier required for external
users in a different organization from the server . 23
Certifiers authenticate one level down . . . . 23
Separate organizational unit certifier
recommended for external users within the same
organization as the server . . . . . . . . 23
Distinguished names that don’t follow the
Domino naming convention require translation . 23
/QP organizational unit certifier required for
local users . . . . . . . . . . . . . . 24
Separate Security Policy documents required for
local and external users . . . . . . . . . 24
Creating an organization certifier for external
users in a different organization . . . . . . 24
Creating an organizational unit certifier for
external users . . . . . . . . . . . . . 25
Creating a /QP organizational unit certifier for
local users . . . . . . . . . . . . . . 26
Creating an Offline Security Policy document . . . 27
LDAP distinguished name translation for offline use 28
How to configure translation . . . . . . . 28
Table of expressions . . . . . . . . . . 29
Translating LDAP distinguished names for offline
use . . . . . . . . . . . . . . . . 30
Example of translating names that contain the dc
attribute . . . . . . . . . . . . . . 30
Encypting offline places . . . . . . . . . . 31
Using Lotus QuickPlace sign in passwords for
offline use . . . . . . . . . . . . . . . 31
Configuring Lotus QuickPlace for offline in different
environments . . . . . . . . . . . . . . 32
To configure an IBM Network Dispatcher cluster
environment . . . . . . . . . . . . . 32
To configure a Sun Java System Portal Server
environment . . . . . . . . . . . . . 32
To configure a Netegrity SiteMinder environment 33
To configure a passthru server environment . . 33
To use an alternate Web server for Domino
Off-Line Services downloads . . . . . . . 33
Hiding the Work Offline link from users . . . . . 34
Offline setup FAQs . . . . . . . . . . . . 34
Chapter 4 Setting Up Lotus QuickPlace
to Work with Lotus Sametime . . . . . 37
Lotus Sametime integration planning . . . . . . 37
Configuring the servers for Lotus Sametime
integration . . . . . . . . . . . . . . . 37
Setting up Lotus Sametime awareness and instant
messaging . . . . . . . . . . . . . . . 39
Step 1: Copy the required Java files from the
Lotus Sametime Java Toolkit: . . . . . . . 40
Step 2: Specify the Lotus Sametime server for
Lotus QuickPlace to use . . . . . . . . . 41
Step 3: Verify that places are enabled for
awareness and instant messaging . . . . . . 41
Setting up Lotus Sametime Web conferencing . . . 41
Step 1: Configure a user for Lotus Sametime
integration . . . . . . . . . . . . . . 42
Step 2: Copy required files . . . . . . . . 42
Step 3: Configure the qpconfig.xml file . . . . 44
Step 4: Specify the Lotus Sametime server for
Lotus QuickPlace to use . . . . . . . . . 45
Step 5: Verify that place members can schedule
Web conferences . . . . . . . . . . . . 45
Chapter 5 Upgrading to Lotus
QuickPlace 7.0 . . . . . . . . . . . 47
Upgrading and new features in Lotus QuickPlace
7.0 . . . . . . . . . . . . . . . . . 47
Features introduced in Lotus QuickPlace 6.5.1 . . . 47
New features for administrators in release 6.5.1 47
© Copyright IBM Corp. 2005 iii
Expanded membership feature . . . . . . . 47
Performance enhancements . . . . . . . . 47
New security features . . . . . . . . . . 48
New My Places settings . . . . . . . . . 48
New setting for disabling browser page caching 48
New features for users in release 6.5.1 . . . . 48
Support for importing and publishing Office 2003
documents . . . . . . . . . . . . . . 48
Updated pages show last editor . . . . . . 48
Lotus QuickPlace 7.0 upgrade process . . . . . 48
Upgrading Lotus QuickPlace in a non-clustered
environment . . . . . . . . . . . . . 49
Upgrading Lotus QuickPlace servers in a cluster 49
Backing up places and PlaceTypes . . . . . . 50
Upgrading the server to Lotus QuickPlace 7.0 . . 50
Upgrading the design of databases on the server 54
Upgrading places and PlaceTypes . . . . . . 54
Unregistering and re-registering places with the
PlaceCatalog . . . . . . . . . . . . . 56
Clearing the browser cache on offline clients . . 57
Upgrading the on-disk structure of places . . . 57
Updating Lotus Sametime integration features . . 57
Appendix A Configuring the Domino
Server for Local Users . . . . . . . . 63
Domino certifier requirements for local users . . . 63
If your server uses more than two OU levels . . 63
Notices . . . . . . . . . . . . . . 65
Trademarks . . . . . . . . . . . . . . 66
Index . . . . . . . . . . . . . . . 67
iv QuickPlace Installation and Upgrade Guide
Chapter 1 Getting Started
IBM® Lotus® QuickPlace® is a self-service Web tool for team collaboration. Teams
can use Lotus QuickPlace to store project-related resources (such as files,
discussions, and schedules) in a common place that every team member can access
for the latest project information.
This guide describes how to install IBM® Lotus® QuickPlace® 7.0 on the Microsoft®
Windows®, IBM® AIX®, Sun Solaris, and IBM® i5/OS™ operating systems. You
install Lotus QuickPlace on an IBM® Lotus® Domino® server. This guide also
describes how to set up Lotus QuickPlace for offline use using Domino Off-Line
Services, how to set up Lotus QuickPlace to work with IBM® Lotus® Sametime®,
and how to upgrade from a previous version to Lotus QuickPlace 7.0.
What’s new in Lotus QuickPlace 7.0
In Lotus QuickPlace 7.0 the product name reverts to Lotus QuickPlace from Lotus
Team Workplace, the name used in version 6.5.1. This guide uses the name Lotus
QuickPlace when referring to all versions, including version 6.5.1. See the
following topics for descriptions of new features for administrators, users, and
developers in Lotus QuickPlace 7.0.
New features for administrators
The following features are new for administrators.
Domino management of user directory lookups
You can optionally set up the Domino server on which Lotus QuickPlace runs to
manage the lookups to a user directory. Using this optional user directory
configuration, you can take advantage of Domino user authentication and directory
features within Lotus QuickPlace, for example, X.509 certificate authentication,
multiple directories accessed through Domino directory assistance, and Internet
Site documents.
If you upgrade from an earlier version of Lotus QuickPlace, the upgrade process
preserves the existing external LDAP directory connection managed by Lotus
QuickPlace. If you want to switch Domino management of user directory lookups,
you can make this change at any time.
CAUTION:
Once you have switched to Domino management of user directory lookups,
reverting back to the Lotus QuickPlace management of LDAP directory lookups
is not supported.
For more information on this new supported configuration, see the IBM Lotus
QuickPlace Administrator’s Guide.
Improved error logging and debugging
Lotus QuickPlace 7.0 provides the following error logging and debugging
enhancements.
© Copyright IBM Corp. 2005 1
v The new server notes.ini file setting $h_Debug=1 enables the browser to display
detailed messages about JavaScript™ errors that occur on the client, rather than
the general Lotus QuickPlace message, ″Unable to process your request at this
time.″
v The new server notes.ini file setting $h_ClientDebugConsole=<level> displays a
console log on all clients that access the server. Use this setting on a temporary
basis to help IBM Support troubleshoot a client-side problem.
v The new server notes.ini file setting QuickPlaceHTTPInterfaceLogging=<level>
logs the interaction between Lotus QuickPlace and the Domino HTTP server
during the processing of a URL. This setting is useful primarily as a first step
toward isolating user authentication problems or problems related to the
interaction between Lotus QuickPlace and Domino.
v The new server notes.ini file setting h_ExceptionDetail=1 adds the source code
name and line number from which errors and warnings are generated to the
error and warning messages that the server sends to the browser. Use this
setting on a temporary basis to help IBM Support troubleshoot a problem.
v Additional messages have been added for a number of existing logging settings.
v Additional logging settings have been documented.
For more information, see the IBM Lotus QuickPlace Administrator’s Guide.
Encryption of offline databases
You can use the new encryption setting in the offline section of the qpconfig.xml
file to encrypt all places that are taken offline. Offline place encryption is similar to
IBM® Lotus® Notes® database encryption. If you do not use this setting to enable
encryption of all offline places, managers of places can enable encryption for
specific places.
For more information, see the chapter ″Setting Up Lotus QuickPlace for Offline
Use″ in this guide.
Use of sign in passwords for offline databases
You can use the new use_login_passwords setting in the offline section of the
qpconfig.xml file to enable offline users to sign into offline places using the same
password they use to sign in to Lotus QuickPlace. If administrators do not enable
this setting, managers of places can enable the feature for specific places.
For more information, see the the chapter ″Setting Up Lotus QuickPlace for Offline
Use″ in this guide.
Improved My Places performance
The performance of the My Places feature has significantly improved. The My
Places filtering settings in the qpconfig.xml file introduced in version 3.0.1 to
improve performance are no longer needed and used in Lotus QuickPlace 7.0.
There is new column sorting capability in the My Places user interface that can
serve as a substitute for some of the filtering settings previously configured
through the qpconfig.xml file. The only My Places settings in the qpconfig.xml file
that remain are place_links, used to open places in a new browser window, and
place_ui, used to use a custom portal application for My Places. Some of the My
Places URL parameters continue to be supported.
Ability to define additional fonts for graphic text
You can use the new QPTool command addgraphicfont to make additional fonts
available for use in graphic text in pages, logos, and sidebar items. The command
2 QuickPlace Installation and Upgrade Guide
can make any font that is already installed in the server’s operating system fonts
directory available for use in graphic text. You can make a font unavailable by
using the removegraphicfont command.
For more information, see the Lotus QuickPlace Administrator’s Guide.
Domino time zone support
Lotus QuickPlace 7.0 uses the underlying time zone configuration of the Domino
server on which it runs.
i5/OS documentation
The Lotus QuickPlace Administrator’s Guide, the Lotus QuickPlace Installation and
Upgrade Guide, the Lotus QuickPlace Developer’s Guide, and the Lotus QuickPlace
Release Notes now incorporate information for iSeries (i5/OS) administrators. The
installing and managing guide and the Readme files specifically for iSeries no
longer exist for Lotus QuickPlace 7.0
New product ID for i5/OS
The product ID on i5/OS for Lotus QuickPlace 7.0 is 5724J24. For version 6.5.1 it
was 5733LQP.
New features for users
The following features are new for users. For more information on these features,
see the Help.
Domino time zone support
Users can set time zone preferences for places on a server using the same cookie
that Domino uses. Earlier versions of Lotus QuickPlace used a different cookie for
storing time zone information.
Access control changes
Earlier versions of Lotus QuickPlace supported manager, author, and reader access.
Lotus QuickPlace 7.0 supports, in addition, editor access. Like an author, an editor
can create, edit, and delete documents. Unlike an author, an editor can also edit
and delete documents created by others, unless the document author has restricted
access. Task pages are an exception; an editor may not edit a Task page unless the
editor is specifically granted access by the creator of the page when the page is
published.
Access control in Lotus QuickPlace has been changed in the following ways to be
more like Domino access control:
v Managers can edit and delete all documents in a place, even if access has been
restricted by the document author.
v Default and Anonymous users are now assigned distinct levels of access to a
place. Anonymous users -- users who are not members of a place through
individual or group membership and who access places without authenticating
-- are assigned the Anonymous level of access, instead of the Default level.
Authenticated non-members are assigned the Default access level. You specify
these two access levels by adding Anonymous and Default as place members.
Anonymous can have only reader access, whereas Default can have reader,
author or editor access.
Nested folders
In previous versions of Lotus QuickPlace, folders could contain only documents.
Now folders can contain other folders (subfolders). If you use any of the new
Chapter 1 Getting Started 3
themes, you can access these subfolders through the table of contents. If you use
any of the themes previously available in Lotus QuickPlace, you can access these
subfolders through the folder list.
New themes with expandable table of contents
Lotus QuickPlace includes new themes named ″Organized″ and ″Modern Plus″
that enable users to expand and collapse folders and subfolders in the Lotus
QuickPlace table of contents. These features help you to navigate the hierarchical
structure of folders and documents, as well as view a room’s organization.
Document types in folders
Each document listed in a folder displays an icon in the type column that
represents the document type.
Offline passwords
Users can now use their Lotus QuickPlace sign in passwords for offline places.
Users are no longer required to set or remember a password for each offline place
to which they belong.
Offline encryption
Offline Lotus QuickPlaces can be encrypted whenever an offline place is created or
synchronized. An administrator can set the encryption server-wide, while a place
manager can set the encryption for a specific place.
Improved My Places
In earlier versions of Lotus QuickPlace, when a user displayed the places of which
he or she was a member, the performance was poor if a user belonged to a large
number of places. In Lotus QuickPlace 7.0, the performance has improved. In
addition, a Last Update column has been added, and the places may be sorted by
any of the columns (size, title, last updated date, last modified date, name, or title).
Support for Safari on Mac OS-X
Lotus QuickPlace 7.0 now supports the Safari browser on Mac OS-X.
Support for Mozilla Firefox
Lotus QuickPlace now supports the Mozilla Firefox browser.
New features for developers
The following features are new for developers:
v Additional customizable components are available for use in theme layouts.
v The HTML and JavaScript that the server provides to the browser is no longer
encoded, so it is more readable by Lotus QuickPlace developers.
Additional documentation
Refer to the following documentation in addition to this guide. This
documentation is available on the Web at http://www.lotus.com/ldd/doc. Under
″Documentation Links,″ click ″by product,″ and then click the appropriate product.
IBM Lotus QuickPlace Administrator’s Guide -- Describes how to administer Lotus
QuickPlace, including how to configure a user directory, the Place Catalog,
PlaceTypes, clustering, security, and other features, and how to use QPTool
commands for administration.
4 QuickPlace Installation and Upgrade Guide
IBM Lotus QuickPlace Developer’s Guide -- Describes the Lotus QuickPlace design
architecture, and describes how to create and customize place objects, how to
access the Java™ API using XML, how to automate tasks with PlaceBots, and how
to customize the look and layout of a place.
IBM Lotus QuickPlace Release Notes -- Describes system requirements, support for
backward compatibility with earlier versions, new features, workarounds for
known problems, and documentation updates for Lotus QuickPlace.
IBM Lotus Domino Administrator Help -- Describes how to install, configure, and
administer Lotus Domino.
IBM Lotus Notes, Domino, and Domino Designer Release Notes -- Describes software
requirements, new features and enhancements, troubleshooting tips, and
documentation updates for Lotus Notes, Domino Designer®, and Lotus Domino.
IBM Lotus Sametime Installation Guide -- Describes how to install Lotus Sametime on
each supported platform. You must install Lotus Sametime if you want to integrate
Lotus Sametime features with Lotus QuickPlace.
Additional resources for i5/OS
In addition to the resources listed in the topic ″Additional documentation,″ i5/OS
users may find the following helpful:
v The Lotus QuickPlace for i5/OS Web site at
http://www.ibm.com/eserver/iseries/quickplace
v The Lotus QuickPlace Web site at
http://www.lotus.com/products/qplace.nsf
v The IBM eServer iSeries Information Center has details about installing, setting
up, and using TCP/IP. It also includes an overview of Client Access Express and
iSeries Navigator. The IBM eServer iSeries Information Center is available on the
Web at
http://publib.boulder.ibm.com/pubs/html/as400/infocenter.html
v The Lotus book Installing and Managing Domino for i5/OS has details on setting
up and managing Domino servers. It includes instructions on how to verify that
TCP/IP is set up and running on your server. It also has a basic introduction to
i5/OS for new users. You can view or download this book and the latest release
notes from the Lotus developerWorks Documentation Library at
http://www.ibm.com/lotus/ldd/doc
You can find other Domino for i5/OS information on the IBM Domino for i5/OS
Web site at
http://www.ibm.com/eserver/iseries/domino
v If you plan to also use Lotus Sametime, review the Lotus Sametime for i5/OS
Web site at
http://www.ibm.com/eserver/iseries/sametime
Chapter 1 Getting Started 5
6 QuickPlace Installation and Upgrade Guide
Chapter 2 Installing Lotus QuickPlace
This chapter describes how to install IBM® Lotus® QuickPlace® 7.0.
Lotus QuickPlace Installation
Lotus QuickPlace is a self-service Web tool for team collaboration. Teams can use
Lotus QuickPlace to store project-related resources (such as files, discussions, and
schedules) in a common place where everyone can access the latest information.
You install Lotus QuickPlace on a Domino server.
This chapter describes how to install Lotus QuickPlace 7.0 for the first time on the
Windows, AIX, Sun Solaris, and i5/OS operating systems. If you are upgrading an
existing Lotus QuickPlace installation, see the chapter ″Upgrading to Lotus
QuickPlace 7.0.″
Installing Lotus QuickPlace on Windows
Follow these steps to install Lotus QuickPlace 7.0 on a Windows system for the
first time. If you are upgrading an existing Lotus QuickPlace installation, see the
chapter ″Upgrading to Lotus QuickPlace 7.0.″
1. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace version 7.0 at
www.lotus.com/ldd/doc for system requirements and other important Lotus
QuickPlace installation information.
2. Install Domino 7.0 on the Windows system and run the Domino Server Setup
program. For instructions, see Domino Administrator Help, and for system
requirements and additional installation information, see the Lotus Notes,
Domino, and Domino Designer Release Notes. Both pieces of documentation are
available on the Web at http://www.lotus.com/ldd/doc.
v During Domino installation choose to install the Enterprise server.
v You can choose to install partitioned Domino servers, and then install Lotus
QuickPlace on the partitioned servers. If you do, you must configure the
server for TCP/IP using IP aliasing, and not port mapping. For more
information on configuring the server for TCP/IP, see Domino
Administrator Help.
v During Domino Server Setup, choose to install HTTP services, which Lotus
QuickPlace requires. 3. Stop the Domino server if it is running.
4. Stop any other Windows programs that are running.
5. Insert and start the Lotus QuickPlace installation CD. If you are installing
Lotus QuickPlace from a network drive, navigate to the directory that contains
the Lotus QuickPlace installation kit.
6. Double-click the Setup.exe file.
7. In the Software License Agreement window, click Accept.
8. In the Welcome window, click Next.
9. In the Choose Destination Location window, select the directory that holds the
Domino program files, and then click Next.
10. In the Start Copying Files window, review the directory path names that are
displayed, and if they are correct, click Next to begin the installation.
© Copyright IBM Corp. 2005 7
11. After installation is complete, click Next in the QuickPlace Server
Configuration window that opens automatically.
12. In the Specify name and password window, type the user name and password
for the first Lotus QuickPlace server administrator, and then click Next. This
administrator is a local user who signs in to Lotus QuickPlace to configure
Lotus QuickPlace server settings, and gives other users access to create places
or administer the server. Type a name that is not used in a user directory that
you will use with Lotus QuickPlace. For more information on connecting to a
user directory, see the Lotus QuickPlace Administrator’s Guide.
13. In the Congratulations dialog box, click Finish.
14. If multi-server session-based authentication (single sign-on) is enabled on the
Domino server, peform the following steps to confirm that it is set up
correctly to work with Lotus QuickPlace. If single sign-on is not enabled,
ignore this step.
a. Start the Domino server.
b. Follow the steps for setting up single sign-on authentication described in
the chapter ″Setting Up Security″ in the Lotus QuickPlace Administrator’s
Guide. Note that after you enable ″Session authentication″ in the Server
document in the Domino Directory, you must also create a mapping form
in the domcfg.nsf database as described in the guide. If the mapping form
does not exist when you start Lotus QuickPlace, you will not be able to sign in as
the Lotus QuickPlace server administrator specified during installation.
c. Stop the Domino server. Do not skip this step.15. Continue to the topic ″Starting Lotus QuickPlace on Windows.″
Starting Lotus QuickPlace on Windows
Start Lotus QuickPlace by starting the Domino server on which it is installed. To
start the Domino server on Windows:
v Click Start - Programs - Lotus Applications - Lotus Domino Server.
v Click the Lotus Domino Server icon on the Windows desktop.
To sign in to Lotus QuickPlace
To sign in to Lotus QuickPlace as the administrator specified during installation:
1. Open a browser and enter the server’s host name appended by /QuickPlace.
For example, enter: http://serverone.acme.com/QuickPlace
2. Click Sign In.
3. Type the Lotus QuickPlace administrator user name and password specified
during installation, and then click OK.
4. Click Server Settings in the table of contents to specify security settings, to
connect to a user directory, and to specify other settings.
For more information on specifying server settings, see the Lotus QuickPlace
Administrator’s Guide.
Installing Lotus QuickPlace on AIX or Solaris
Follow these steps to install Lotus QuickPlace 7.0 on an AIX or Solaris system for
the first time. If you are upgrading an existing Lotus QuickPlace installation, see
the chapter ″Upgrading to Lotus QuickPlace 7.0.″
1. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace 7.0 at
www.lotus.com/ldd/doc for system requirements and other important
installation information.
8 QuickPlace Installation and Upgrade Guide
2. Install Domino 7.0 on the AIX or Solaris system and then run the Domino
Server Setup program. For instructions, see Domino Administrator Help
available on the Web at http://www.lotus.com/ldd/doc.
v During Domino installation choose to install the Enterprise server.
v You can choose to install partitioned Domino servers, and then install Lotus
QuickPlace on the partitioned servers. If you do, you must configure the
server for TCP/IP using IP Aliasing, not Port Mapping. For more
information on configuring the server for TCP/IP, see Domino
Administrator Help.
v During Domino Server Setup, choose to install HTTP services, which Lotus
QuickPlace requires. 3. Stop the Domino server.
4. Open a terminal window and log in to the server as a root user.
5. Navigate to the directory that contains the Lotus QuickPlace installation kit.
6. Enter this command to start the Lotus QuickPlace installation:
./install
7. When prompted, type the number that corresponds to the language in which
you prefer to read the Lotus Software Agreement. Press Enter to continue, and
then press Enter again to display the license agreement.
8. When you have read the agreement, press 1 to accept the agreement and
continue with the installation.
Note: Many of the following steps require that you accept a default or type a
new value. To change a default, press Enter and type a new value.
After you enter a new setting, press Enter to accept the change and
continue with the installation.
9. Specify the Domino program directory as the directory where the Lotus
QuickPlace program files will be installed. The default Domino program
directory is opt/ibm/lotus. You must install the Lotus QuickPlace program
files to the directory that holds the Domino program files. Press TAB to
continue.
10. Specify the Domino data directory as the directory where the Lotus
QuickPlace data files will be installed. The default Domino data directory is
/local/notesdata. You must install the Lotus QuickPlace data files into the
directory that holds the Domino data files. Press TAB to continue.
11. Specify the UNIX® user who will own the Lotus QuickPlace server files. This
must be the same user who owns the Domino server files.
12. Specify the UNIX group that will own the Lotus QuickPlace server files. This
must be the same group that owns the Domino server files. The UNIX user
specified in the previous step must be a member of this group.
13. Type the name and password of the first Lotus QuickPlace administrator. This
administrator is a local user that signs in to Lotus QuickPlace to configure
Lotus QuickPlace server settings, and to give other users the access to create
places or administer the server. Type a name that is not used in a user
directory that you will use with Lotus QuickPlace.
14. When the installation program displays ″Configuration of the Install program
is complete,″ press TAB to review your installation settings. For example:
Installation type: New Install
Program directory: /opt/ibm/lotus
Data directory: /local/notesdata
UNIX user: UNIX user
Chapter 2 Installing Lotus QuickPlace 9
UNIX group: UNIX group
15. Press TAB to install Lotus QuickPlace.
16. If multi-server session-based authentication (single sign-on) is enabled on the
Domino server, peform the following steps to confirm that it is set up
correctly to work with Lotus QuickPlace.
a. Start the Domino server.
b. Follow the steps for setting up single sign-on authentication described in
the chapter ″Setting Up Security″ in the Lotus QuickPlace Administrator’s
Guide. Note that after you enable ″Session authentication″ in the Server
document in the Domino Directory, you must also create a mapping form
in the domcfg.nsf database as described in the guide. If the mapping form
does not exist when you start Lotus QuickPlace, you will not be able to sign in as
the Lotus QuickPlace server administrator specified during installation.
c. Stop the Domino server. Do not skip this step.17. Continue to the topic ″Starting Lotus QuickPlace on AIX or Solaris.″
Starting Lotus QuickPlace on AIX or Solaris
Start Lotus QuickPlace by starting the Domino server on which it is installed. To
start the Domino server on AIX or Solaris, perform the following steps:
1. Log in as the UNIX user specified during the Lotus QuickPlace installation.
2. Navigate to the Domino data directory.
3. Enter the following command to start the Domino and Lotus QuickPlace
servers:
<Domino program directory>/bin/server
For example, if you used the default Domino program directory, enter:
/opt/ibm/lotus/bin/server
To sign in to Lotus QuickPlace
To sign in to Lotus QuickPlace as the administrator specified during installation,
perform the following steps:
1. Open a browser and enter the server’s host name appended by /QuickPlace.
For example, enter: http://serverone.acme.com/QuickPlace
2. Click Sign In.
3. Type the Lotus QuickPlace administrator user name and password specified
during installation, and then click OK.
4. Click Server Settings in the table of contents to configure security settings, to
connect to a user directory, and to configure other settings.
For more information on configuring Server Settings, see the Lotus QuickPlace
Administrator’s Guide.
Installing on IBM i5/OS
Follow the instructions in this section if you are performing a new installation of
Lotus QuickPlace on IBM i5/OS. If you are upgrading an existing Lotus
QuickPlace server, see ″Upgrading to Lotus QuickPlace 7.0.″
To install Lotus QuickPlace on i5/OS, complete the following tasks:
v Prepare your TCPIP connection
v Install and configure a Domino server for Lotus QuickPlace
v Pre-accept the Lotus QuickPlace software agreements
10 QuickPlace Installation and Upgrade Guide
v Install Lotus QuickPlace
v Add Lotus QuickPlace to a Domino server
v Start the Domino server and access Lotus QuickPlace
Lotus QuickPlace and Domino compatibility on i5/OS
Lotus Domino must be installed on the same system as Lotus QuickPlace, and the
software versions of the two products must be compatible. This includes the
following considerations:
v Lotus QuickPlace 7 requires Domino 7. For the latest information about
compatibility between Team Workplace and Domino releases on i5/OS, go to
http://www.ibm.com/eserver/iseries/quickplace
v You must install Domino and Lotus QuickPlace on the same system. Install
Domino first and then install Lotus QuickPlace.
v If you have an earlier version of Lotus QuickPlace installed on the i5/OS
platform, you must remove the Lotus QuickPlace product, upgrade to Domino 7,
and then install Lotus QuickPlace 7. Removing an existing Lotus QuickPlace
installation is not required for Windows, AIX, and Solaris. For more information
on upgrading, see the chapter ″Upgrading to Lotus QuickPlace 7.″
v Lotus QuickPlace must use the Domino HTTP server (the Domino HTTP server
task). Lotus QuickPlace will not work with the IBM HTTP server. On the i5/OS
platform, the IBM HTTP server can be running on your system for other
applications. Follow the instructions in the topic ″Verifying the configuration of
IBM HTTP Server″ to ensure you do not encounter TCP/IP port conflicts
between the Lotus QuickPlace server and the IBM HTTP server.
v On the i5/OS platform, there are language considerations for Lotus QuickPlace.
The QNOTES user profile has a locale object associated with it that identifies
some of the language dependent settings, such as date and time separators, that
will be used by the server. Lotus QuickPlace and Domino share the QNOTES
user profile and locale objects. As a result, when you add Lotus QuickPlace to a
Domino server, Lotus QuickPlace uses the QNOTES user profile and the locale
settings that are associated with the Domino server. After the Domino server is
set up, you can install Lotus QuickPlace and then install the files for your
preferred language from the Lotus QuickPlace Language Pack. For more
information, see the Readme.txt file included on the Lotus QuickPlace Language
Pack CD.
Preparing your TCP/IP configuration
Your system must have enough TCP/IP addresses defined so that you can that you
can assign at least one for the exclusive use of each of the following servers:
v Your Lotus QuickPlace server
v Each Domino server
v Each Sametime server
v Each instance of IBM HTTP Server running on your system
Each of these servers must use a unique host name or TCP/IP address to avoid
port conflicts between the servers. Do not attempt to use Domino port mapping.
Contact your network administrator to assign additional TCP/IP addresses and
host names, if needed. Ensure that the new host names are also added to your
Domain Name Server (DNS).
Complete the following steps, as appropriate for your system:
Chapter 2 Installing Lotus QuickPlace 11
v Add TCP/IP interface and host name
v Verify TCP/IP configuration of other Domino servers
v Verify TCP/IP configuration of Sametime servers
v Verify TCP/IP configuration of IBM Directory Server (LDAP)
v Verify TCP/IP configuration of IBM HTTP Server (powered by Apache)
Adding a TCP/IP interface and host name
If your network administrator has assigned an additional TCP/IP interface for
your use, follow these steps to add the interface to your system:
1. Open iSeries Navigator.
2. Open the system where you will add Lotus QuickPlace.
3. Click Network.
4. Click TCP/IP Configuration.
5. Right-click Interfaces and select New Interface.
6. Select Local Area Network.
7. Follow the wizard’s instructions to configure the TCP/IP interface. If you need
assistance in any window of the wizard, click Help.
To add a host table entry for the TCP/IP interface: To add a host table entry for
the TCP/IP interface you plan to use for your Lotus QuickPlace server, follow
these steps:
1. Open the Host Table.
v Open iSeries Navigator.
v Open the system where you plan to install Lotus QuickPlace.
v Click Network.
v Right-click TCP/IP Configuration and select Properties.
v On the TCP/IP Configuration properties display, click the Host Table tab.2. Click Add.
3. In the IP Address field enter the TCP/IP address you have chosen to use for
your Lotus QuickPlace server. For example, enter 10.1.2.4.
4. In the Host name field, enter the fully qualified name for the Domino server
where you will add Lotus QuickPlace. For example, enter twpserver.acme.com.
5. Optional: enter a description in the Description field.
6. Click OK to add the entry to your server’s host table.
7. Click OK to exit the TCP/IP Configuration Properties window.
Verifying the configuration of other Domino servers
Complete the following steps for each Domino server on your system:
1. Open the Server document of the Domino server.
2. Select Internet Protocols.
3. Select the HTTP tab.
4. In the Host name(s) field, enter a unique TCP/IP address or TCP/IP host name
of your Domino server.
5. In the Bind to host name field, select Enabled.
6. Restart the Domino server to make any changes take effect.
For more information on unique Domino host names and the Bind to host name
option, see the Lotus book, Installing and Managing Domino 7 for i5/OS
(i400help.pdf). This book is available on the Web at
12 QuickPlace Installation and Upgrade Guide
http://www-10.lotus.com/ldd/doc
Verifying the configuration of Sametime servers
See the document Installing and Managing IBM Lotus Sametime 7 for i5/OS for
information about properly configuring your Sametime server to use a unique host
name and TCP/IP address. This book is available on the Web at
http://www-10.lotus.com/ldd/doc
Verifying the configuration of IBM Directory Server (LDAP)
To verify the configuration of IBM Directory Server (LDAP), follow the procedure
appropriate for your environment.
If you do not plan to use IBM Directory Server (LDAP) on the same system: If
you are not planning to use IBM Directory Server (LDAP) on the same system as
your Lotus QuickPlace server, you should disable it by completing these steps:
1. Open iSeries Navigator and open your system.
2. Click Network.
3. Click Servers.
4. Click TCP/IP.
5. From the list on the right, right-click Directory and select Stop.
If you plan to use IBM Directory Server (LDAP) on the same system: If you are
planning to use it, complete these steps to force the IBM Directory Server to use a
specific IP address:
1. Open iSeries Navigator and open your system.
2. Click Network.
3. Click Servers.
4. Click TCP/IP.
5. From the list on the right, right-click Directory and select Properties.
6. Click the Network tab.
7. Click IP Addresses...
8. Select Use selected IP addresses and specify from the list which interfaces you
want to bind.
9. Click OK to close the Directory - IP Addresses page.
10. Click OK to close the Directory Properties page.
Verifying the configuration of IBM HTTP Server (powered by
Apache)
Your Lotus QuickPlace server will use the Domino HTTP server. It is possible that
you may have already configured IBM HTTP Server (powered by Apache) on your
system for other applications. If so, then you must verify that each instance of the
IBM HTTP Server (powered by Apache) is bound to a specific TCP/IP address.
To change the IBM HTTP Server (powered by Apache) settings, follow these steps:
1. If the IBM HTTP server is currently running, stop it.
v Open iSeries Navigator.
v Open the system where you plan to install Lotus QuickPlace.
v Click Network.
v Click Servers.
v Click TCP/IP.
Chapter 2 Installing Lotus QuickPlace 13
v In the right pane, right-click HTTP Administration and select Stop
Instance-->All.2. Start the HTTP Administration server.
v Click Network.
v Click Servers.
v Click TCP/IP.
v In the right pane, right-click HTTP Administration and select Start.3. Open the IBM HTTP server configurations page.
v Start your Web browser.
v Enter the following URL:
http://mysystem:2001
where mysystem is the name of your system.
v Click IBM Web Administration for iSeries.
v Select the Manage tab.
v Select the HTTP Servers tab.4. Select a configuration from the menu at the top of the screen, and complete the
following items for each configured instance of the IBM HTTP server.
v From the list on the left pane, select General Server Configuration.
v In the right pane, find the IP address and port table in the section called
Server IP address and ports to listen on.
v If one of the rows in the table has an asterisk (*) in the IP Address column,
then the server is listening on all IP addresses. Select that row. Replace the
asterisk (*) with the IP address for this server and click Continue.
v When finished updating the server IP address table, click Apply to save your
changes.5. When each instance of the IBM HTTP server is configured to use a specific IP
address, restart the HTTP servers.
v Open iSeries Navigator.
v Open the system where you plan to install Lotus QuickPlace.
v Click Network.
v Click Servers.
v Click TCP/IP.
v In the right pane, right-click HTTP Administration and select either Start
Instance-->All, or select the particular server instances you would like to
start.
For more information on managing IBM HTTP server, see the IBM eServer iSeries
Information Center at
http://www.ibm.com/eserver/iseries/infocenter
Installing and configuring a Domino server for Lotus
QuickPlace
Before installing Lotus QuickPlace, you must install Domino 7 and configure it for
Lotus QuickPlace. For complete instructions on configuring a Domino server, see
Installing and Managing Domino for i5/OS.
14 QuickPlace Installation and Upgrade Guide
Your Domino server must be bound to the IP address prepared for use with Lotus
QuickPlace. For more information, see ″Preparing your TCP/IP connection.″ To
bind the Domino server to the IP address set aside for Lotus QuickPlace, follow
these steps:
v Open the Server document of the Domino server.
v Select Internet Protocols.
v Select the HTTP tab.
v In the Host name(s) field, enter the TCP/IP address set aside for Lotus
QuickPlace.
v In the Bind to host name field, select Enabled.
v Restart the Domino server to make any changes take effect.
Pre-accepting the Lotus QuickPlace software agreements
It is highly recommended that you display and accept the Lotus QuickPlace
software agreements before installing Lotus QuickPlace. If you do not pre-accept
the software agreements, the installation process will restore the product to the
system, but then stop and wait for you to accept the agreements before completing
the installation.
1. Insert the Lotus QuickPlace CD into the optical drive of your system.
2. Enter the following command on an i5/OS command line:
GO LICPGM
The Work with Licensed Programs display appears.
3. From the Work with Licensed Programs (LICPGM) menu, select option 5
(Prepare for install) and press Enter. The Prepare for Install display appears.
4. Type 1 in the option field next to Work with software agreements. Press Enter.
When the Work with Software Agreements display appears, you see all IBM
licensed programs that require software agreement acceptance and whether the
agreement has been accepted. Only licensed programs that are not yet installed
appear on this display. The software agreements for Lotus QuickPlace will not
appear in the list until you restore them from the CD in a later step.
5. Press F22 (shift-F10) to restore the Software Agreements from the Lotus
QuickPlace CD.
For the Device parameter, specify the name of your optical drive. For example,
OPT01. Press Enter to restore the QuickPlace software agreements to the
system.
6. Once the Software agreements are restored from the QuickPlace CD, the
following message is displayed:
Waiting for reply to message on message queue QSYSOPR.
You can sign on to another session to respond to the message or ask the system
operator to respond.
To view and respond to the message from another session:
a. Enter the following command on an i5/OS command line:
wrkmsgq qsysopr
b. Select option 5 to display the messages in the QSYSOPR message queue.
c. Locate the following message in the queue:
Load the next volume in optical device OPT01. (X G)
The Lotus QuickPlace software agreements have already been restored. If
you want to restore more software agreements from another CD, insert the
Chapter 2 Installing Lotus QuickPlace 15
next CD and respond with G. When the sofware agreements have been
restored from the next CD, the message is issued again. When you are done,
respond to the message with X.7. The Work with software agreements display should now include an entry for
Lotus QuickPlace: Licensed Program 5724J24.
8. For each entry for Licensed Program 5724J24, type 5 in the option field and
press Enter to display the Software Agreement. Then press F14 (Accept) to
accept the terms of the software agreement.
Installing Lotus QuickPlace on i5/OS
Follow these steps if you are installing Lotus QuickPlace on your system for the
first time. If you are upgrading an existing Lotus QuickPlace server, see Chapter 5
″Upgrading from a previous version of Lotus QuickPlace.″
To install Lotus QuickPlace, follow these steps:
1. Review the Readme.html file that is included with Lotus QuickPlace. For
additional updates, go to
http://www.ibm.com/eserver/iseries/QuickPlace
2. Sign on to your system with a user profile that has the required authority. For
more information, see the IBM Lotus QuickPlace 7 Release Notes.
3. Verify that your system meets all of the Lotus QuickPlace server requirements
documented in the IBM Lotus QuickPlace 7 Release Notes.
4. Insert the Lotus QuickPlace for i5/OS CD-ROM in your optical drive.
5. On any i5/OS command line, type the following command and press F4:
LODRUN
6. On the LODRUN display, type the following value in the Device field and
press Enter:
*opt
7. In the Directory field, type the following value and press Enter:
’/os400’
8. When the Lotus QuickPlace option screen is displayed, type a 1 beside the
Lotus QuickPlace product option and press Enter to begin the installation. The
system loads the Lotus QuickPlace programs to the appropriate system libraries
and /QIBM directories.
Note: If the Domino server ID files are password protected, you will be
prompted to enter the password. After the password has been entered,
press Enter to continue with the installation of Lotus QuickPlace. If your
server ID file has multiple passwords, the passwords must be entered
one at a time.
9. If you prefer to use a non-English version of Lotus QuickPlace, you should
install the Lotus QuickPlace Language Pack at this time. The Language Pack
can either be installed from CD-ROM or downloaded from the Web. Language
Pack installation instructions are included with the Language Pack.
Starting Lotus QuickPlace on i5/OS
After you add Lotus QuickPlace to the Domino server, you need to start the server
in order to access Lotus QuickPlace.
Note: If you chose to start the Domino server when you used ADDLQPDOM
command, skip to step 4.
16 QuickPlace Installation and Upgrade Guide
1. From any i5/OS command line, type the following command and press Enter:
WRKDOMSVR
2. On the Work with Domino Servers display, type a 1 next to the Lotus
QuickPlace server and press Enter.
Tip: You can also start a Lotus QuickPlace server by entering the following
command:
STRDOMSVR SERVER(servername)
where servername is the name of the Lotus QuickPlace server.
3. Periodically press F5 to refresh the screen and wait for the server status to be
*STARTED.
4. To verify Lotus QuickPlace and HTTP are working properly, use option 8 to
display the console for the Lotus QuickPlace server. You should see messages
that indicate Lotus QuickPlace has started and HTTP has started. Press F5
periodically to refresh the console screen.
Note: If the server status does not change from Starting to Started and your
Domino server ID file is password protected, you may need to enter the
server ID password from the Domino console. For more information on
accessing the Domino console, see the Lotus book Installing and Managing
Domino for i5/OS.
5. Once the Lotus QuickPlace server is started, open a Web browser and type the
server’s host name appended by /QuickPlace. For example:
http://twpserver.acme.com/QuickPlace
6. To sign in as the administrator:
v Click Sign In.
v Type the Lotus QuickPlace Administrator name and password that you
specified when you ran the ADDLQPDOM command.
v Click Server Settings in the table of contents.For information on the administration place and assigning administrators to a
Lotus QuickPlace server, see the Lotus QuickPlace Administrator’s Guide.
Troubleshooting Lotus QuickPlace installation on i5/OS
When you add Lotus QuickPlace to a Domino server, a file called
QuickPlaceInstall.log in your server data directory is created or updated to indicate
whether the configuration process was successful.
You can determine the configuration or upgrade status of Lotus QuickPlace by
viewing this log file. To view the file, follow these steps:
1. Open iSeries Navigator.
2. Open the system where you added Lotus QuickPlace.
3. Click File Systems.
4. Click Integrated File System.
5. Click Root.
6. Click servername.
where servername is the name of your Lotus QuickPlace server.
7. Click data.
Chapter 2 Installing Lotus QuickPlace 17
Note: The actual path of your server’s data directory may be different.
Substitute values appropriate for your environment to find your server’s
data directory.
8. Right-click quickplaceinstall.log and select Edit.
The text file will launch in a new window, and provide information on
configuration and upgrade status.
Adding Lotus QuickPlace to the Domino server
To add Lotus QuickPlace to a Domino server, follow these steps:
1. Stop the Domino server on which you plan to add Lotus QuickPlace.
2. On any i5/OS command line, type the following command and press F4:
ADDLQPDOM
3. Fill in the following fields and press Enter to add Lotus QuickPlace to the
Domino server.
Field Explanation
Domino server name The name of the Domino server where you
will add Lotus QuickPlace.
Lotus QuickPlace Administrator Specifies the name of the person who is the
administrator for this Lotus QuickPlace
server. The administrator’s name should be a
local user and should not be present in the
external directory.
Administrator password The password you want to use for the Lotus
QuickPlace administrator’s ID. Keep a
record of this password as you will need it
to sign on to the Lotus QuickPlace home
page as the administrator.
Server ID Password The Server ID password is only required if
the Domino server is password-protected.
You would have specified this password
when the Domino server was created. If the
ID file requires multiple passwords, then the
passwords must be enclosed inside single
quotation marks and separated by commas.
For example:
Password.......’password1’,’password2’
Start Domino Server If you press F10, an additional parameter is
displayed. This parameter gives you the
option of starting the Lotus QuickPlace
server immediately after adding Lotus
QuickPlace to the Domino server. To start
the Domino server after adding Lotus
QuickPlace, specify *YES.
Running multiple QuickPlace servers on i5/OS
The i5/OS platform allows you to run multiple servers and applications within the
same logical partition (LPAR). In addition to your Lotus QuickPlace server, you
may decide to run multiple Domino servers, Sametime servers, HTTP servers, and
LDAP servers, all in the same LPAR. However, you must carefully configure your
TCP/IP environment so that the various servers do not encounter port conflicts. It
is recommended that you assign a separate TCP/IP address to each server and that
18 QuickPlace Installation and Upgrade Guide
you bind each server to its assigned IP address. In addition, be sure that your
server is properly sized to handle the workload.
For more information, see the following:
v The topic ″Preparing your TCP/IP connection″
v The document Installing and Managing Sametime 7 for i5/OS
v Technote #1091353, ″Sametime for iSeries: Can Sametime and QuickPlace Be
Installed on the Same System?″ You can find this technote by searching for
″1091353″ at the following Web site
http://www.ibm.com/software/support
Removing QuickPlace from a Domino server on i5/OS
The Remove Lotus QuickPlace from a Domino Server command makes the
following changes to a Domino server:
v Removes Lotus QuickPlace data from the Domino server.
v Removes the Lotus QuickPlace directory from the Domino server data directory.
v Changes the NOTES.INI file for the Domino server to disable Lotus QuickPlace.
To remove Lotus QuickPlace from a Domino server, follow these steps. To perform
this task, you must have *ALLOBJ, *IOSYSCFG, *JOBCTL, and *SECADM special
authorities.
1. End the Domino server and subsytem using the steps in the previous section
″Ending a Lotus QuickPlace server using commands.″
2. Type the following i5/OS command:
RMVLQPDOM dominoservername
where dominoservername is the actual name of the Domino server.
3. Verify that you want to remove Lotus QuickPlace from the Domino server by
typing a G and pressing Enter.
Note: If you do not wish to remove Lotus QuickPlace from the Domino server,
press any other key.
4. Restart the Domino server.
5. To verify that Lotus QuickPlace was removed from the Domino server, use a
Web browser to try to access the Lotus QuickPlace home page for the Domino
server at the following URL:
http://dominoservername:port/QuickPlace
where dominoservername is the name of your Lotus QuickPlace server and port is
the associated port number. For example:
http://twpserver1:81/QuickPlace
You should get an error indicating that the file was not found.
Chapter 2 Installing Lotus QuickPlace 19
20 QuickPlace Installation and Upgrade Guide
Chapter 3 Setting Up Lotus QuickPlace for Offline Use
This chapter explains how to set up Lotus QuickPlace so that users can take places
offline with Domino Off-Line Services.
Setting up Lotus QuickPlace for offline use
Domino Off-Line Services provides a way for users to take places offline, make
changes to them, and then synchronize the changes with the online version on the
Domino server. To take a place offline, a user must be an individual member
(external or local) of the place and any rooms. A user who has access to a place or
rooms through a group membership (external or local), cannot take a place or
rooms offline.
To set up the Lotus QuickPlace server so that Lotus QuickPlace users can take
places offline with Domino Off-Line Services, perform the following tasks after you
install the Lotus QuickPlace server:
1. (Recommended) Connect Lotus QuickPlace to use a user directory.
2. Enable Domino Off-Line Services.
3. Create a certifier ID or IDs for user authentication.
4. Create an Offline Security Policy document for each new certifier ID.
5. Translate external user names to the Domino format, if necessary.
6. (Optional) Encrypt offline places.
7. (Optional) Use Lotus QuickPlace sign on passwords for offline use.
For answers to frequently asked questions about offline setup, see the topic
″Offline setup FAQs″ later in this chapter. For information on troubleshooting
offline problems, see the Lotus QuickPlace Administrator’s Guide.
Connecting Lotus QuickPlace to a user directory
If your offline users are registered in a directory, you must configure Lotus
QuickPlace to use that directory. You can set up Lotus QuickPlace to manage the
directory lookups or you can set up Domino to manage the directory lookups. For
information on connecting to a user directory, see the Lotus QuickPlace
Administrator’s Guide.
Enabling Domino Off-Line Services on AIX, Solaris, and Windows
On the AIX, Solaris, and Windows operating systems, perform the following steps
to enable Domino Off-Line Services on the Lotus QuickPlace server.
1. Start the Domino server.
2. Open the server’s Server document in the Domino Directory.
3. Click the Internet Protocols - HTTP tab.
4. Add the following value to the DSAPI filter file names field, if it is not
already there:
v On Windows: ndolextn
v On AIX or Solaris: libdolextn 5. Stop the Domino server.
© Copyright IBM Corp. 2005 21
6. Navigate to the Domino program directory, and open the Domino server’s
notes.ini file.
7. Add the two lines indicated in the following table to the notes.ini file.
Platform Notes.ini settings
Windows EXTMGR_ADDINS=nqpextmgr.dll
CheckCacheBeforeDSAPI=1
AIX EXTMGR_ADDINS=libqpextmgr_r.a
CheckCacheBeforeDSAPI=1
Solaris EXTMGR_ADDINS=libqpextmgr.so
CheckCacheBeforeDSAPI=1
8. Make sure there is a blank line at the end of the notes.ini file. Press Enter to
create a blank line, if necessary.
9. Save the file.
10. Start the Domino server.
Enabling Domino Off-Line Services on i5/OS
Use iSeries Navigator to ensure that Domino Off-Line Services is properly enabled
on your Domino server:
1. Stop the Domino server.
2. Using iSeries Navigator, open the system where your Domino server is located
and display the list of Domino servers.
v Click Network.
v Click Servers.
v Click Domino to display the list of Domino servers.3. If necessary, change the server setting to enable Domino Off-Line Services.
v Right-click your Domino server and select Properties.
v On the Services tab, select Domino Off-Line Services from the ″Enable
services″ list.
v Click Enable.
v Click OK.
Tip: You can also use an i5/OS command interface and enter the following
command:CHGDOMSVR SERVER(servername) DOLS(*YES)
where servername is the name of your Domino server.
4. Edit the notes.ini file for your Domino server:
v Right-click your Domino server and select Properties.
v On the Initialization File tab, click Edit and add the following settings:
EXTMGR_ADDINS= qpexmgr
CheckCacheBeforeDSAPI=1
Note: If these lines begin with a semicolon (;), then these lines are
designated as comments, and the semicolon should be removed.
v Save and close the notes.ini file.
22 QuickPlace Installation and Upgrade Guide
v Click OK on the Properties dialog box.5. Start the server.
Certifier IDs for authenticating offline users
To set up authentication for offline users, you create one or more certifier IDs that
can authenticate the users, and then attach each certifier ID to an Offline Security
Policy document in the Offline Services database (doladmin.nsf). When users
install places offline, the Domino server uses the certifier ID to generate new user
IDs, and downloads the IDs to the users’ computers. These IDs are used to
authenticate users when they synchronize the offline and online versions of places.
The following points about certifiers are important to keep in mind to ensure
offline user authentication works properly. For more information on certifier IDs,
see Domino Administrator Help.
New organization certifier required for external users in a
different organization from the server
If external offline users are in a different organization hierarchy from the Domino
server on which Lotus QuickPlace runs, you must create an organization certifier
ID for their organization, cross-certify that certifier ID with the Domino server’s
organization certifier ID, and then attach the cross-certified ID to an Offline
Security Policy document. For example, if the Domino server is within the /Org
organization, but there are external users within the /Acme organization, create an
/Acme organization certifier ID, cross-certify it with the /Org certifier ID, and then
create an Offline Security Policy document and attach the cross-certified /Acme
certifier ID to it.
Certifiers authenticate one level down
A certifier ID authenticates only users with names at its level and one
organizational unit level down in the name hierarchy. For example, the /Acme
organization certifier authenticates Alice Brown/Acme, Lee
Moutal/Marketing/Acme, and Maryane Burns/Sales/Acme, but not Claudia
Basso/East/Sales/Acme. To authenticate Claudia Basso/East/Sales/Acme, you
must create an organizational unit certifier ID for /Sales/Acme, and then create an
Offline Security Policy document and attach the ID to it.
Separate organizational unit certifier recommended for
external users within the same organization as the server
If offline users are within the organization hierarchy of the Domino server on
which Lotus QuickPlace runs, put them under their own organizational unit
certifier as a security measure to limit their access to the Domino server.
Distinguished names that don’t follow the Domino naming
convention require translation
Domino recognizes only the following attributes in a distinguished name:
″CN,″OU,″ ″O,″ and (optionally) ″C″. If external user names use attributes that are
different from these attributes, you must use the name_translation setting in the
offline section of the qpconfig.xml file on the server to translate them to the
Domino format. For more information, see the topic ″LDAP distinguished name
translation for offline use.″ When you create an Offline Security Policy document,
you specify the certifier name in Domino format.
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 23
/QP organizational unit certifier required for local users
For local offline users, create the organizational unit certifier /QP from the Domino
server’s certifier. For example if the Domino server’s certifier is the organization
certifier /Org, use the /Org certifier ID to create the organizational unit certifier
/QP/Org, and then attach the /QP/Org certifier ID to an Offline Security Policy
document. Or if the Domino server’s certifier is the organizational unit certifier
/Sales/Org, use the /Sales/Org certifier ID to create the organizational unit
certifier /QP/Sales/Org, and then attachthe/QP/Sales/Org certifier to an Offline
Security Policy document.
Separate Security Policy documents required for local and
external users
You must create separate Security Policy documents and IDs for local users (users
registered in places) and external users (users registered in a directory). You can
attach only one certifier ID to each Security Policy document.
Creating an organization certifier for external users in a
different organization
If external offline users are in a different organization hierarchy than the Domino
server on which Lotus QuickPlace runs, create an organization certifier ID for that
organization and then cross-certify that certifier ID with the Domino server’s
certifier ID. For example, if the Domino server certifier is the /Org certifier, but
external users are within the /Acme organization, create an /Acme organization
certifier ID and then cross-certify /Acme with /Org.
To create the organization certifier:
1. From the Domino Administrator, select your server, for example,
ServerA/Org.
2. Click the Configuration tab.
3. On the right pane of the Domino Administrator, click Registration, and then
click Organization to open the Register Organization Certifier dialog box.
4. Click Registration Server and choose the Domino server’s name, for example,
ServerA/Org, and then click OK.
5. In the Organization name field, type the organization name of the external
users, for example, Acme.
6. (Optional) Type a country code.
7. In the Certifier password field, type a password for the new organization
certifier ID.
8. Click ″Set ID File″ and specify a file name, for example acme.id, and local
path name in which to save the new certifier ID file.
Note: For security reasons, back up doladmin.nsf and delete the ID file from
your system directory after this ID is attached to an Offline Security
Policy document.
9. (Optional) Complete additional fields in the Register Organization Certifier
dialog box. Click ? for information on these fields.
10. Click Register to create the organization certifier ID locally and to register the
certifier in the Domino Directory of the Domino server.
11. Perform the following steps to cross-certify the certifier ID you crated with the
Domino server certifier:
24 QuickPlace Installation and Upgrade Guide
a. If you are using a remote Domino Administrator client, copy the Domino
server’s certifier ID to the local machine. By default, the server’s certifier
ID file is called cert.id and is located in the Domino data directory on the
server.
b. Verify that the Domino server is selected in the Domino Administrator.
c. From the Domino Administrator, click the Configuration tab.
d. Click Certification, and then click Cross Certify.
e. Click Certifier ID and select the Domino server certifier ID, for example,
cert.id, and then click OK.
f. Type the password for the Domino server’s certifier ID. The administrator
who set up the Domino server created this password.
g. In the Choose ID to be Cross-Certified dialog box, select the organizational
certifier ID you created, for example, acme.id,
h. In the Issue Cross Certificate dialog box, click Cross Certify to create a
cross-certificate in the Domino Directory of the Domino server.
Creating an organizational unit certifier for external users
If external users are in a different organization from the Domino server, create an
organizational unit certifier ID for these users if their names are more than one
organizational unit level down in the name hierarchy from the organization
certifier you created in the previous step. For example, to authenticate Claudia
Basso/East/Sales/Acme, you must create an organizational unit certifier for
/Sales/Acme from the /Acme certifier. However, for the users Alice Brown/Acme,
Lee Moutal/Marketing/Acme, and Maryane Burns/Sales/Acme, there is no need
to create an organizational unit certifier because the /Acme certifier will
authenticate them.
If users are in the same organization as the Domino server, creating an
organizational unit certifier ID from the Domino server certifier specifically for
them is recommended as a way to restrict their access to the Domino server.
To create the organizational unit certifier:
1. Make sure the certifier ID from which you will create the organizational unit
certifier is stored locally on the machine on which you run the Domino
Administrator.
2. From the Domino Administrator, select the Domino server, for example,
ServerA/Org.
3. Click the Configuration tab.
4. Click Registration - Organizational Unit.
5. Click Server and select the Domino server.
6. Click Certifier ID and choose the certifier ID to use to create the
organizational unit certifier, for example, acme.id or cert.id, and then click OK.
7. Type the password for the selected certifier ID and click OK.
8. If the message ″The certifier ID you have chosen does not contain recovery
information″ is displayed, read the message, and click OK.
9. In the Register Organizational Unit Certifier dialog box, click Registration
Server and choose the Domino server, for example, ServerA/Org.
10. (Optional) Click Certifier ID to change which certifier ID to use to register the
new certifier ID.
11. In the Organizational Unit field, type the name for the organizational unit. For
example, if the users are under Sales/Acme, type Sales.
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 25
12. In the certifier password field, type a password for the new certifier.
13. Click ″Set ID File″ and specify the file name and local path name for the new
organizational unit certifier ID file.
Note: For security reasons, back up doladmin.nsf and delete the ID file from
your system directory after this ID is attached to an Offline Security
Policy document.
14. (Optional) Complete the additional fields in the Register Organizational Unit
Certifier dialog box. Click ? for information on these fields.
15. Click Register to create the organizational unit certifier ID file locally and to
register the new certifier in the Domino Directory of the Domino server.
Creating a /QP organizational unit certifier for local users
For local offline users, use the Domino server’s certifier to create the organizational
unit certifier /QP. For example, if the Domino server’s certifier is the organization
certifier /Org, use the /Org certifier to create the organizational unit certifier
/QP/Org. Or if the Domino server’s certifier is /West/Org, use the /West/Org
certifier to create the organizational unit certifier /QP/West/Org.
To create the /QP organizational unit certifier:
1. Make sure the Domino certifier ID is stored locally on the machine on which
you run the Domino Administrator. By default, the Domino server ID is
cert.id.
2. From the Domino Administrator, select the Domino server, for example,
ServerA/Org.
3. Click the Configuration tab.
4. Click Registration - Organizational Unit.
5. Click Server and select the Domino server.
6. Click Certifier ID, select the Domino server certifier ID, then click OK.
7. Type the password for the certifier ID and click OK. The adminstrator who set
up the Domino server created this password.
8. If you see the message ″The certifier ID you have chosen does not contain
recovery information″, read the message and click OK.
9. In the Register Organizational Unit Certifier dialog box, click Registration
Server and choose the Domino server, for example, ServerA/Org.
10. In the Organizational Unit field, type QP.
11. In the certifier password field, type a password for the new certifier.
12. (Optional) Click ″Set ID File″ to specify the file name and local path name in
which to store the /QP organizational unit certifier ID file.
Note: For security reasons, back up doladmin.nsf and delete the ID file from
your system directory after this ID is attached to an Offline Security
Policy document.
13. (Optional) Complete the additional fields in the Register Organizational Unit
Certifier dialog box. Click ? for information on these fields.
14. Click Register at the bottom of the dialog box to create the /QP oganizational
unit certifier ID file locally and to register the organizational unit in the
Domino Directory on the Domino server.
26 QuickPlace Installation and Upgrade Guide
Creating an Offline Security Policy document
Create an Offline Security Policy document for each certifier you created for offline
users. Offline Security Policy documents are stored in the doladmin.nsf database
on the Domino server.
Note: For security reasons, after you have created all the Offline Security Policy
documents that you require, back up the doladmin.nsf database and then
delete any of the new certifier ID files from your system directory.
1. From the Domino Administrator, select your server, for example, ServerA/Org.
2. Click the Configuration tab.
3. In the left pane, click Offline Services, and then click Security.
4. Click New Security Policy.
5. In the Security domain field, type the hierarchical name of an organization or
organizational unit certifier you created for offline users. The following names
are examples of certifier names:
/Acme
/Sales/Acme
/QP/Org
Remember to type the leading backward slash (/).
Note: Specify a country code if the certifier uses one, for example,
/Sales/Acme/US.
6. In the ID deployment policy field, click one of the following options:
Option Description
Prompt for ID during
download
Before offline installation, users are asked to specify where
on their computers their user IDs are stored. The
administrator must provide the IDs to the users. This is the
default ID deployment policy.
This option is recommended for and applies only to offline
users who are Notes users registered with Notes IDs in the
primary Domino Directory of the Domino server
(names.nsf).
Automatically generate user
IDs
Before offline installation, a certifier ID is generated for users
automatically. If you select this option, the Automatic tab is
displayed. Click this tab and attach the certifier ID to be
generated, set the password, and set the ID expiration date.
You must select this option if offline users are not registered
in the primary Domino Directory of the Domino server. For
example, you must select this option if offline users are
registered in a remote LDAP directory.
7. (Optional) Select Overwrite existing user IDs to cause users’ offline IDs to be
overwritten with a new ID each time they install a place offline.
Note: Do not select this option if offline encryption is used. Users whose IDs
are overwritten will not be able to open an offline place encrypted with a
key from the previous ID.
8. Save the document.
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 27
LDAP distinguished name translation for offline use
Domino recognizes only the following attributes in a distinguished name:
″CN,″OU,″ ″O,″ and (optionally) ″C″. The name can be expressed in hierarchical
form as follows:
common_name/org_unit/org/country_code
For example, the name ″CN=James Moore, OU=East, O=Acme, C=US″ can be
expressed as ″James Moore/East/ACME″ or ″James Moore/East/ACME/US.″
If the disinguished names of users in an LDAP directory do not follow this model
and you use Domino Off-Line Services with Lotus QuickPlace, you must create
and configure a qpconfig.xml file to translate users’ names into a format that
Domino recognizes, then translate those names back into their original LDAP
format. This step is required regardless of whether Lotus QuickPlace or Domino
manages the directory lookups.
For example, a distinguished name such as UID=James
Moore/C=US/OU=East/O=acme.com needs to be translated.
How to configure translation
To translate distinguished names, you use the name_translation element in the
offline element of the qpconfig.xml file to create name translation rules. Translation
rules typically contain text strings with symbols that are used to match text
patterns. Translation rules are specified in the <translate> element. The following
example of translation rules in the qpconfig.xml file translate distinguished names
that follow this pattern ″uid=value/c=value/ou=bluepages/o=ibm.com″ into the
Domino-style name ″CN=value/OU=bluepages_value/O=ibm_com.″ The two
<translate> elements contain the rules. The ″from″ and ″to″ attributes within the
<translate> elements contain regular expressions, for example,
″uid=(.+)/c=(.+)/ou=bluepages/o=ibm\.com.″ The regular expressions contain
symbols, for example, (.+) and \:
<server_settings>
<offline enabled="true">
<name_translation enabled="true">
<from_directory_name>
<translate from="uid=(.+)/c=(.+)/ou=bluepages/o=ibm\.com"
to="CN=\1/OU=bluepages_\2/O=ibm_com" />
</from_directory_name>
<to_directory_name>
<translate from="CN=(.+)/OU=bluepages_(.+)/O=ibm_com"
to="uid=\1/c=\2/ou=bluepages/o=ibm.com" />
</to_directory_name>
</name_translation>
</offline>
</server_settings>
You create rules for translating LDAP names to Domino names within the
<from_directory_name> elment. You specify each LDAP name attribute in the
″from″ attribute, using symbols to account for any possible value the attribute
might have. For example, the (.+) symbol means ″one or more occurrences of any
character.″ In the preceding sample, this accounts for any value the ″uid″ and ″c″
attributes might have. You also use symbols to translate syntax that otherwise
might be interpreted as a special character. For example, the \ symbol turns off the
28 QuickPlace Installation and Upgrade Guide
special meaning of the character which follows. Without this symbol in
″o=ibm\.com,″ the dot (″.″) would be interpreted by its special character meaning,
which is ″match any single character.″
The ″to″ attribute specifies Domino attributes using symbols to match values from
the LDAP attributes and to arrange them in a way Domino recognizes. For
example, the symbol \1 means ″whatever matched the first regular expression.″ So,
the CN attribute’s value will match the first regular expression (.+) found in the
″from″ attribute. In the same way, the symbol \2 means ″whatever matched the
second regular expression.″ So, the OU value will be the explicitly stated
″bluepages_″ plus the second regular expression (.+), which in this case is the
value of the country, or ″c″, attribute. The O attribute is explicitly stated. You can
have up to nine regular expressions in one rule.
You create rules for translating Domino names back to LDAP names within the
<to_directory_name> element using the same method.
The preceding translation rules result in the following example translations:
LDAP directory name Domino name
uid=Joe
User/c=us/ou=bluepages/o=ibm.com
CN=Joe
User/OU=bluepages_us/O=ibm_com
uid=Nils
Nilsen/c=dk/ou=bluepages/o=ibm.com
CN= Nils
Nilsen/OU=bluepages_dk/O=ibm_com
Notice that the regular expressions accommodate the country, or ″c,″ code. There is
no need to have a separate translation rule for each country code because they can
be captured by a (.+) expression, and then inserted anywhere in the translated
name with a \[number] expression.
Note: The LDAP names specified in from_directory_name and to_directory_name
must exactly match the case that is used for the names in the LDAP
directory. The attributes of the Domino-style names specified in
from_directory_name and to_directory_name (CN, OU, O, or O) must be
uppercase.
Table of expressions
There are many symbols that can be used in regular expressions, but only a few
are useful for the purpose of translating a non-conforming LDAP name to a
Domino name. The following table lists of these symbols, with examples that show
how they match a particular LDAP name. All of the examples shown here will
match the LDAP distinguished name ″uid=Joe
User/c=us/ou=People1/o=org.com.″ The symbols described are in bold text in the
examples:
Symbol Description Example
(.+) Represents one or more
occurrences of any character.
uid=(.+)/c=(.+)/ou=bluepages/o=ibm\.com
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 29
Symbol Description Example
\1, \2,
\3, etc.
\1 represents a match with the
first regular expression; \2
represents a match with the
second regular expression, and
so on. Up to 9 regular
expressions may be used in
one rule.
CN=\1/OU=bluepages_\2/O=ibm_com
\c Turns off the meaning of any
special character ’c’.
uid=Joe User/c=us/ou=People1/o=org\.com
. Matches any single character. uid=Joe User/c=us/ou=People./o=org
[...] Matches any of the enclosed
characters.
uid=Joe
User/c=us/ou=People[123456789]/o=org
[^...] Matches any character that is
not enclosed.
uid=Joe User/c=us/ou=People[^2-9]/o=org
n-n Matches any character in this
range.
uid=Joe User/c=us/ou=People[0-9]/o=org[._]com
* Matches any number (zero or
more) of the preceding
character or bracketed
expression.
uid=Joe U.*/c=us/ou=People1/o=org\.com
+ Matches one or more of the
preceding character or
bracketed expression.
uid=Joe [A-Za-z]+/c=us/ou=People1/o=org\.com
(regexp) Delineates a regular expression
so that it can be used in the
replacement string (the ″to″
string in <translate>).
uid=Joe User/c=(.+)/ou=People1/o=org\.com
Translating LDAP distinguished names for offline use
If you use Domino Off-Line Services with Lotus QuickPlace, perform the following
steps to translate distinguished names in the LDAP directory if the names do not
conform with the Domino naming model:
1. Open the qpconfig.xml file in the Domino data directory. If the file does not
exist, create one as described in the Lotus QuickPlace Administrator’s Guide.
2. Copy the <offline> sample section from the sample_qpconfig.xml file in the
Domino data directory and paste it between the two <server_settings>
statements in the qpconfig.xml file.
3. Edit the offline translation settings in the qpconfig.xml file to accommodate
your needs, as described in the topic ″LDAP distinguished name translation for
offline use.″
4. Save the qpconfig.xml file.
5. Enter the following server console command:
restart task http
Example of translating names that contain the dc attribute
The following settings provide an example of translating names that appear in the
LDAP user directory as cn=name,ou=People1,dc=acme,dc=com.
<server_settings>
<offline enabled="true">
<name_translation enabled="true">
30 QuickPlace Installation and Upgrade Guide
<from_directory_name>
<translate from="cn=(.+)/ou=People1/dc=acme/dc=com"
to="CN=\1/OU=People1/O=acme_com" />
</from_directory_name>
<to_directory_name>
<translate from="CN=(.+)/OU=People1/O=acme_com"
to="cn=\1/ou=People1/dc=acme/dc=com" />
</to_directory_name>
</name_translation>
</offline>
</server_settings>
Encypting offline places
By default, offline places are not encrypted. Enable the encryption setting in the
offline section of the qpconfig.xml file to specify that all places taken offline from
the server are encrypted. Offline place encryption is similar to Notes database
encryption. If you do not enable encryption for all offline places through the
qpconfig.xml file, a place manager can enable offline encryption for a specific place
through the place’s Customize - Basics page.
Note: If a user uses at least one offline database that is encrypted, then the user
must use the same password for all offline databases.
To encrypt all offline places on the server:
1. Open the qpconfig.xml file in the Domino data directory. See the Lotus
QuickPlace Administrator’s Guide for instructions on creating this file if it does
not already exist.
2. For the encryption element within the offline section, type enabled=″true″
3. For the encryption level element, type one of the following values:
Value Description
1 Simple encryption
2 Medium encryption (recommended)
3 Strong encryption
4. Verify that the offline section of the qpconfig.xml file looks similar to the
following example:
<offline enabled="true">
<encryption enabled="true">
<level>2</level>
</encryption>
</offline>
5. Save the qpconfig.xml file.
6. Enter the following server console command:
restart task http
Using Lotus QuickPlace sign in passwords for offline use
By default, offline users must specify an offline password in the Member Profile
for each offline place of which they are a member. Use the use_login_passwords
setting in the offline section of the qpconfig.xml file to enable offline users to use
their Lotus QuickPlace sign in passwords when they sign into any offline place.
When you enable this feature, offline users do not have to remember a separate
password for each offline place. This feature is supported for both external and
local users. This setting applies to all places on the server, although users still have
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 31
the option to specify place-specific offline passwords through their Member
Profiles. If you do not enable this setting server-wide through the qpconfig.xml file,
managers of places can enable the feature for places they manage through the
Customize - Basics page.
Note: If any of a user’s places is encrypted offline, the user’s password for all
offline places must be the same. This applies to external as well as local
users.
To enable Lotus QuickPlace sign in passwords for offline use for all places on the
server:
1. Open the qpconfig.xml file in the Domino data directory. See the Lotus
QuickPlace Administrator’s Guide for instructions on creating this file if it does
not already exist.
2. In the offline section, type ″true″ for the use_login_passwords attribute, for
example:
<offline enabled="true" use_login_passwords="true"></offline>
3. Save the qpconfig.xml file.
4. Enter the following server console command:
restart task http
Configuring Lotus QuickPlace for offline in different environments
This section describes offline configuration steps for various supported
environments.
To configure an IBM Network Dispatcher cluster environment
To configure a Lotus QuickPlace server cluster that uses the IBM Network
Dispatcher to work with Domino Off-Line Services, you must add the following
line to the notes.ini file of all servers in the cluster:
$DOLS_TCPIPAddress=FullHostNameOfOneServerInTheCluster or the IP Address of
that server
For example, in a cluster with servers named blue.enterprise.com,
green.enterprise.com, and red.enterprise.com, with a network dispatcher called
colors.enterprise.com, add $DOLS_TCPIPAddress=blue.enterprise.com to the
notes.ini file on blue.enterprise.com, green.enterprise.com, and red.enterprise.com.
Then users can take places offline from any server in the cluster.
To configure a Sun Java System Portal Server environment
The Sun Java System Portal Server serves as a reverse proxy server to handle
inbound requests. To configure a Lotus QuickPlace server and Sun Java System
Portal Server to work with Domino Off-Line Services, add the following setting to
the server’s notes.ini file:
NoWebFileSystemACLS=1
Without this setting, users must reauthenticate when the place is downloaded to
their machine.
32 QuickPlace Installation and Upgrade Guide
To configure a Netegrity SiteMinder environment
To set up a server for offline use in a Netegrity SiteMinder environment, you must
list the Domino Off-Line Services DSAPI filter first in the list of DSAPI filters in
the Server document.
1. Open the Server document in the Domino Directory.
2. Click the Internet Protocols - HTTP tab.
3. Make sure one of the following values is the first listed in the ″DSAPI filter file
names″ field.
v On Windows: ndolextn
v On AIX or Solaris: libdolextn4. If you make a change to the field, restart the server by entering the following
command:
restart server
The required order of the three DSAPI filters (Domino Off-Line Services, Netegrity
SiteMinder, and QuickPlace) in the ″DSAPI filter file names″ field is:
1. Domino Off-Line Services DSAPI filter
2. Netegrity Siteminder DSAPI filter
3. QuickPlace DSAPI filter
Note: Lotus QuickPlace on i5/OS does not support Netegrity SiteMinder.
To configure a passthru server environment
To configure a Lotus QuickPlace server in a passthru server environment to work
with Domino Off-Line Services, you must do the following:
1. Sign in to the Lotus QuickPlace server as an administrator.
2. Click Server Settings in the table of contents.
3. Click Other Options in the table of contents.
4. Click Edit Options.
5. In the Domino Offline Passthru Server section, type the canonical name and
host name of the passthru server.
6. Save the page.
To use an alternate Web server for Domino Off-Line Services
downloads
When users take their first place offline, the Domino Off-Line Services client
software is installed on their machines so that they can manage their offline places.
Because the Domino Off-Line Services client software files are relatively large, the
place’s performance can be affected while a user is installing offline. To help avoid
this, you can copy the Domino Off-Line Services files to a directory on an alternate
Web server, and then specify a URL that points to that directory. When users install
their first place, the Domino Off-Line Services software files are installed from the
alternate server.
Note: If you use Policy Director, using an alternate Web server for downloads is
recommended.
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 33
To create an alternate Domino Off-Line Services download Web site, do the
following:
1. Copy the contents of the
<server_data_directory>\domino\html\download\filesets directory, located in
the Domino data directory, from the Lotus QuickPlace server to any directory
the Web server used for downloads.
2. Sign in to the Lotus QuickPlace server as an administrator.
3. Click Server Settings in the table of contents.
4. Click Other Options in the table of contents.
5. Click Edit Options.
6. In the Alternate Offline download URL section, type an alternate URL that
points to the directory with the copied offline files.
7. Click Next.
Hiding the Work Offline link from users
At times you might want to hide the Work Offline link from users, for example,
during server maintenance. To hide the Work Offline link:
1. Open the qpconfig.xml file in the Domino data directory. See the Lotus
QuickPlace Administrator’s Guide for instructions on creating this file if it does
not already exist.
2. In the offline section, type ″false″ for the offline enabled attribute, for example:
<offline enabled="false">
<encryption enabled="true">
<level>2</level>
</encryption>
</offline>
3. Save the qpconfig.xml file.
4. Enter the following server console command:
restart task http
Offline setup FAQs
This section answers questions frequently asked about offline setup.
Question: We do not allow local users in our organization. All of our users are in
an LDAP directory or a Domino Directory. Do we still need to create an Offline
Security Policy document?
Answer: Yes, you must create one or more Offline Security Policy documents for
users who are registered in a user directory.
Question: Our users already have Notes ID files. Do we have to configure the
Offline Security Policy document to ″Automatically generate user IDs″?
Answer: No. If your users have Notes IDs, you can configure the Offline Security
Policy document ″ID deployment policy″ to ″Prompt for ID during download.″
Users are then prompted to supply their Notes ID files during the installation of
the offline place.
34 QuickPlace Installation and Upgrade Guide
Question: In our organizational hierarchy, our organization (O) is ACME, our
organizational unit (OU) is ACMEWEB, and our domain is ACMEWEB. Our Lotus
QuickPlace server is W1SERVER/ACMEWEB/ACME. Should the certifier for our
local users be QP/ACMEWEB/ACME?
Answer: Yes, this would be the correct hierarchical name for the certifier ID, which
would allow your local users to take places offline. However, for easier
management, we recommend that all of your Lotus QuickPlace users be made
external users (meaning their information is stored in a user directory).
Question: We have a large organization. To set up our external users to take places
offline, is it necessary to create a different Offline Security Policy document and
certifier ID for each of our organizational units?
Answer: The number of different Offline Security Policy documents and certifier
IDs you must create depends on your organization’s hierarchy. When a user takes
a place offline, an ID is automatically generated by the Notes registration API. This
ID is based on the certifier ID attached to the Offline Security Policy document.
The Notes registration API can only create ID files for users as far as one
organizational unit down from the root organizational unit for the certifier ID. For
example, the following local users can take places offline with the certifier ID
QP/<Organization>:
Fred/QP/<Organization>
John/MyWorld/QP/<Organization>
However, the user Mike/Westford/MyWorld/QP/<Organization> cannot take
places offline with this certifier ID. For Mike to take places offline, you must create
a new Offline Security Policy document, then create and attach one of the
following certifier IDs:
Westford/MyWorld/QP/<Organization>
or
MyWorld/QP/<Organization>
If all your external users are in the same hierarchy except for the last
organizational unit before their user name, you only need one certifier ID for all of
those users. Otherwise, you must create multiple certifier IDs. For example, both
the following external users can take places offline with the certifier ID /ACME:
Joe/PHIL/ACME
Will/BOS/ACME
However, the following users require two separate certifier IDs:
Mary/PHIL/PA/ACME
Caroline/BOS/MA/ACME
Mary can use either PA/ACME or PHIL/PA/ACME. Caroline can use either
MA/ACME or BOS/MA/ACME.
Chapter 3 Setting Up Lotus QuickPlace for Offline Use 35
Question: The documentation says to create an organizational unit
(OU)/Organization certifier. Do we need to create duplicate certifier IDs, or can we
make copies of the certifier ID files that were used to create the users?
Answer: For security reasons, we do not recommend using existing Domino
certifiers. We recommend that you create new certifiers, even if they are based on
existing certifiers, because new certifiers based on existing certifiers are duplicates
in name only. If you create new certifiers, you do not have to worry about the
original certifiers falling into the wrong hands. You must create ID files for users as
far as one organizational unit down from the root organizational unit for the
certifier ID. See the previous question for more information.
Question: Do the offline certifier ID files need to be stored on the Lotus
QuickPlace server permanently?
Answer: Yes, but only in the doladmin.nsf database. You do not need to store these
ID files on the server’s file system, only in the doladmin.nsf. Please note that you
should always back up this database.
Question: How exactly are these certifier ID files used by Lotus QuickPlace?
Answer: They are used to generate an offline ID file that maintains secure access
between the online and offline versions of a place. When users install a place
offline, an ID based on the certifier ID is generated for them and installed on their
computer. This offline ID authenticates users when they synchronize the place. The
offline ID file password is set by users in the ″offline password″ field in their
Member page in the online version of the place.
Question: Does Domino Off-Line Services support Windows XP?
Answer: Yes, a user with administrator access on a Windows XP Professional client
workstation can install a place offline to that computer. After the installation is
complete, any user can then work with the place normally. This functionality is the
same as Lotus QuickPlace offline with Windows 2000 workstations. Please note
that Microsoft Windows XP Home Edition is not supported.
36 QuickPlace Installation and Upgrade Guide
Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus
Sametime
This chapter describes how to integrate the awareness, instant messaging, and Web
conferencing (Sametime meeting) features of IBM Lotus Sametime with Lotus
QuickPlace.
Lotus Sametime integration planning
You can integrate the awareness, instant messaging, and Web conferencing
(Sametime meeting) features of Lotus Sametime with Lotus QuickPlace. Before you
set up Lotus QuickPlace to work with Lotus Sametime, note the following points:
v On the AIX operating system, you can install Lotus QuickPlace and Lotus
Sametime on one partitioned Domino server or on separate Domino servers. On
Windows, Solaris, and i5/OS, you must install Lotus QuickPlace and Lotus
Sametime on separate Domino servers.
v The Lotus QuickPlace and Lotus Sametime servers must reside in the same
Domino domain and the same DNS domain.
v You must enable single sign-on authentication for Lotus QuickPlace and for
Lotus Sametime.
v Sametime integration features are available only to external users registered in
an LDAP directory, and not to local users.
v You must configure Lotus QuickPlace and Lotus Sametime to use the same
LDAP directory. In addition, you must configure Lotus QuickPlace to manage
the lookups to the LDAP directory rather than configure Domino to manage the
lookups.
v If you use a Domino Directory as your LDAP Directory, use the Domino
Directory on a different Domino server than either the Lotus QuickPlace or
Lotus Sametime server. Then if you shut down one of the application servers
(QuickPlace or Sametime), other servers continue to have access to the LDAP
directory. The Lotus Sametime server requires access to the directory to run.
v You can use Lotus QuickPlace 7.0 with Lotus Sametime versions 7.0 or 6.5.1.
Using Lotus QuickPlace 6.5.1 with Lotus Sametime 7.0 is not supported. For
information on updating Lotus Sametime integration features after you upgrade
to Lotus QuickPlace 7.0, see the chapter ″Upgrading to Lotus QuickPlace 7.0.″
Note: The IBM Lotus Instant Messaging Limited Use version of Sametime is not
supported for integration with Lotus QuickPlace.
Configuring the servers for Lotus Sametime integration
Perform the following steps to prepare Lotus QuickPlace 7.0 to work with Lotus
Sametime 7.0. These steps assume you are integrating Lotus Sametime with a
Lotus QuickPlace server for the first time. For information on upgrading Lotus
Sametime integration features, see the chapter ″Upgrading to Lotus QuickPlace
7.0.″
For information on troubleshooting problems with Lotus Sametime integration
with Lotus QuickPlace, see the Lotus QuickPlace Administrator’s Guide.
© Copyright IBM Corp. 2005 37
Note: These steps assume that you first installed Lotus Sametime or Lotus
QuickPlace and are now integrating with the other product. If instead you
are installing both of the products at the same time, you should set up
multi-server session-based authentication (single sign-on) between the
Domino servers before installing Lotus Sametime and Lotus QuickPlace on
them. Using this approach, you can first isolate and solve any authentication
problems that might arise between the Domino servers.
1. Make sure that you have installed or upgraded to Lotus QuickPlace 7.0. When
prompted for the Lotus QuickPlace administrator name and password during a
new installation, type a name that is not in the user directory. For information
on installing or upgrading, see the chapters ″Installing Lotus QuickPlace″ or
″Upgrading to Lotus QuickPlace 7.0.″
2. Connect Lotus QuickPlace to the same LDAP user directory that you will also
use for Lotus Sametime. Both servers must use the same user directory. For
more information on configuring a user directory, see the Lotus QuickPlace
Administrator’s Guide.
3. Make sure that you have installed Lotus Sametime 7. For more information, see
the Lotus Sametime installation guide that is appropriate for your platform,
available on the Web at http://www.lotus.com/ldd/doc. The installation
guides are also provided with the Lotus Sametime product.
v On the Windows, Solaris, or i5/OS platforms, install Lotus Sametime 7.0 on a
different Domino server than the server used for Lotus QuickPlace.
v On AIX install on the same partitioned server used for Lotus QuickPlace or
on a different server.
v If you install Lotus Sametime on a different server, the server must be in the
same Domino and DNS domain as the Lotus QuickPlace server.
v When you are prompted for a user directory during Lotus Sametime
installation, type the fully qualified host name of the directory server that
you also use for Lotus QuickPlace.
v Configure the Lotus Sametime server to use HTTP port 80 or to tunnel over
port 80; this step is required for the awareness feature.4. Verify that awareness and instant messaging are working for Lotus Sametime.
If you plan to integrate Web conferencing (Sametime meetings) with Lotus
QuickPlace, also verify that Web conferencing is working.
5. Update the Web SSO Configuration for Ltpa token document that was created
when you installed Lotus Sametime:
a. Ensure that the Domino Directory on the server has replicated throughout
the Domino domain since you installed Lotus Sametime.
b. Using Lotus Notes, open the Domino Directory on the Lotus Sametime
server.
c. Click the Configuration - Web - Web Configurations view.
d. From within this view, expand the list of Web SSO Configurations.
e. Open the Web SSO Configuration for Ltpa Token document in edit mode. If
you cannot edit the document, record the settings in the document, delete
the document, and then create a new one with the same settings.
f. Make sure that the Domino Server Names field contains the name of each of
the Lotus QuickPlace and Lotus Sametime servers that should participate in
single sign-on.
g. Make sure that the DNS Domain field contains the fully-qualified domain
name of the Lotus QuickPlace and Lotus Sametime servers.
38 QuickPlace Installation and Upgrade Guide
h. Click Keys - Create Domino SSO Keys if you want to create a new key for
SSO.
i. Click Save & Close.
j. Replicate the edits to the Lotus QuickPlace server.6. Enable single sign-on authentication on the Lotus QuickPlace server:
a. From Lotus Notes, open the Domino Directory for the domain.
b. Open the Server document for the Lotus QuickPlace server in edit mode.
c. Click Ports - Internet Ports - Web and then in the Name & password field
for the Web port select Yes.
d. Click Internet Protocols - Domino Web Engine, in the Session authentication
field select Multiple Servers (SSO), and then click OK.
e. In the Web SSO Configuration field, select LtpaToken.
f. Click Save & Close.
g. Add the following setting to the notes.ini file on the Lotus QuickPlace
server: NoWebFileSystemACLs=1
h. Create a database from the Domino Web Server Configuration template
(domcfg5.ntf), giving the database the file name domcfg.nsf.
i. Open the database you created and click Add Mapping to open a mapping
document.
j. In the Target Database field of the mapping document, type
quickplace/resources.nsf.
k. In the Target Form field, type QuickPlaceLoginForm, and then click Save &
Close to save the document.7. Restart the Domino servers.
8. Verify that single sign-on is working between Lotus QuickPlace and Lotus
Sametime:
a. From a browser, connect to the Lotus QuickPlace server. Because
multi-server sign-on is enabled, you must enter the fully qualified host
name to connect, for example, http://qpserver.acme.com/quickplace
b. Sign on to Lotus QuickPlace using the name of an external user registered
in the user directory.
c. Create a test place and verify that you can add several members from the
user directory.
d. Using the same browser session, connect to the Lotus Sametime server. For
example, enter http://stserver.acme.com/stcenter.nsf.
e. Go to the Attend Meeting page and verify that you are still logged on to the
server. If you can authenticate once and remain logged on to both Lotus
QuickPlace and Lotus Sametime, multi-server sign-on is working. If you
must authenticate more than once, multi-server sign-on is not working and
you must resolve the problem before continuing.9. Follow the instructions in the remainder of this chapter to enable Sametime
awareness and instant messaging and Web conferencing (Sametime meetings)
for Lotus QuickPlace.
Setting up Lotus Sametime awareness and instant messaging
After you have performed the steps in the topic ″Configuring the servers for Lotus
Sametime integration,″ perform the following steps to enable online awareness and
instant messaging for Lotus QuickPlace users:
Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 39
Step 1: Copy the required Java files from the Lotus Sametime
Java Toolkit:
1. Download the IBM Lotus Sametime 7.0 Java Toolkit to a convenient directory.
This directory does not have to be on the Lotus Sametime server. Find the
tookit on the Downloads section of the Lotus Sametime Developer’s Web site at
http://www.ibm.com/developerworks/lotus/products/instantmessaging.
2. Unzip the download file to a convenient directory to access the contents of the
bin subdirectory.
3. In the Lotus Sametime server data directory, create the subdirectory path
Domino\html\QuickPlace\peopleonline. For example, on Windows, if the path
to the data directory is C:\Lotus\Domino\Data, the path to the peopleonline
subdirectory should be
C:\Lotus\Domino\Data\Domino\html\QuickPlace\peopleonline.
4. (i5/OS only) Change the owner of the new subdirectories to QNOTES. For
example, enter the following commands:
CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace’) NEWOWN(QNOTES)
CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline’) NEWOWN(QNOTES)
5. Copy the files listed below to the QuickPlace\peopleonline subdirectory you
just created on the Lotus Sametime server:
File name Copy from Copy to
STComm.jar bin subdirectory of the
Sametime Java Toolkit
\Domino\html\QuickPlace\
peopleonline subdirectory of the
Lotus Sametime server data
directory
CommRes.jar bin subdirectory of the
Sametime Java Toolkit
\Domino\html\QuickPlace\
peopleonline subdirectory of the
Lotus Sametime server data
directory
PeopleOnline31.jar On Windows, AIX, and
Solaris, the QuickPlace
subdirectory of the Lotus
QuickPlace server data
directory. For example:
On Windows:
C:\Lotus\Domino\Data\
QuickPlace\PeopleOnline31.jar
On AIX and Solaris:
/opt/notesdata/QuickPlace
/PeopleOnline31.jar
On i5/OS the following
directory:
/qibm/proddata/lotus/
quickplace/DATA/
QUICKPLACE/
PeopleOnline31.jar
\Domino\html\QuickPlace\
peopleonline subdirectory of the
Lotus Sametime server data
directory
6. Verify that the QuickPlace\peopleonline subdirectory contains the three files.
7. (i5/OS only) Enter the following command to ensure that QNOTES is the
owner of each of the files:
40 QuickPlace Installation and Upgrade Guide
CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/*’) NEWOWN(QNOTES)
Step 2: Specify the Lotus Sametime server for Lotus
QuickPlace to use
1. In a browser, enter the URL of the Lotus QuickPlace server, using the fully
distinguished host name. For example, enter
http://qpserver.acme.com/QuickPlace
2. Click Sign In and type the user name and password of a Lotus QuickPlace
administrator.
3. Click Server Settings in the table of contents.
4. Click Other Options in the table of contents.
5. Click Edit Options.
6. Under the Sametime Servers heading, type the URL for the Lotus Sametime
server in the Sametime Community Server field, specifying the fully qualified
host name of the Lotus Sametime server, for example http://stserver.acme.com.
Note: If your Lotus Sametime server is configured to use Secure Sockets Layer
(SSL), type https:// in the URL rather than http://, otherwise users see
a warning each time they open a page in a place.
7. Click Next.
8. Wait a few minutes for the setting to take effect, or restart the Lotus QuickPlace
server to enable awareness and instant messaging immediately .
Step 3: Verify that places are enabled for awareness and
instant messaging
1. Verify the Lotus QuickPlace settings:
a. Sign in to a place as a Manager.
b. Click Customize.
c. Click Basics.
d. Click Change Basics.
e. On the Change Basics page, scroll down to the bottom. Under the Real-time
collaboration heading, make sure the box next to ″Members can see who is
online and send instant messages″ is checked.
f. Click Done.2. To verify that awareness is working, sign in to a place as an external user and
check for the awareness icon next to your sign in name.
Note: You must sign in as an external user. Sametime features are not available
to local users.
3. To verify that instant messaging is working, find a document that was created
by a user listed as online and click the user’s name. Then select Chat, or click
the Chat link beside your name in the top left corner of the screen.
Setting up Lotus Sametime Web conferencing
After you have performed the steps in the topic ″Configuring the servers for Lotus
Sametime integration,″ perform the following steps if you want to enable Web
conferencing (Sametime meetings) for Lotus QuickPlace users.
Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 41
Step 1: Configure a user for Lotus Sametime integration
1. Register a user with an Internet password in the Domino Directory on the
Lotus Sametime server. Use this name only for integration of Lotus Sametime
with Lotus QuickPlace.
2. Add the name of that user to the access control list (ACL) of the STConfig.nsf
database on the Lotus Sametime server. Assign the user name Manager access,
the ″Person″ user type, and the [SametimeAdmin] role. For more information
on database ACLs, see Domino Administrator Help.
3. Shut down and restart the Lotus Sametime server.
Step 2: Copy required files
1. Copy the files from the Lotus Sametime server to the Lotus QuickPlace server,
as described in the following tables:
On Windows:
File Copy from Copy to
STMtgManagement.jar Domino program directory of
the Lotus Sametime server, for
example:
C:\Program
Files\Lotus\Domino
Domino program directory of the
Lotus QuickPlace server, for
example:
C:\Program Files\Lotus\Domino
STCore.jar Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
ServiceLocator.properties Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
sametime.ini Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server
On AIX:
File Copy from Copy to
STMtgManagement.jar Domino program directory of
the Lotus Sametime server, for
example:
/opt/lotus/notes/<latest>/
ibmpow/
Domino program directory of the
Lotus QuickPlace server, for
example:
/opt/lotus/notes/<latest>/
ibmpow/
STCore.jar Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
ServiceLocator.properties Lotus Sametime server data
directory, for example:
/opt/notesdata
Lotus QuickPlace server data
directory, for example:
/opt/notesdata
sametime.ini Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
42 QuickPlace Installation and Upgrade Guide
On Solaris:
File Copy from Copy to
STMtgManagement.jar Domino program directory of
the Lotus Sametime server, for
example:
/opt/lotus/notes/<latest>/
sunspa/
Domino program directory of the
Lotus QuickPlace server, for
example:
/opt/lotus/notes/<latest>/
sunspa/
STCore.jar Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
ServiceLocator.properties Lotus Sametime server data
directory, for example:
/opt/notesdata
Lotus QuickPlace server data
directory, for example:
/opt/notesdata
sametime.ini Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
On i5/OS:
File Copy from Copy to
STMtgManagement.jar The following directory on
i5/OS server where you
installed Lotus Sametime:
/qibm/proddata/lotus/
sametime
The following recommended
directory on the i5/OS server on
which you installed Lotus
QuickPlace:
/QIBM/UserData/Lotus/
QuickPlace/
STCore.jar The following directory on the
i5/OS server where you
installed Lotus Sametime:
/qibm/proddata/lotus/
sametime
The following recommended
directory on the i5/OS server on
which you installed Lotus
QuickPlace:
/QIBM/UserData/Lotus/
QuickPlace/
ServiceLocator.properties Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
sametime.ini Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
2. (i5/OS only) Use the CHGOWN command to change the owner of the files
copied in the previous step to QNOTES. For example, enter the following
commands:
CHGOWN OBJ(’/qibm/userdata/lotus/quickplace/ST*’) NEWOWN(QNOTES)
CHGOWN OBJ(’<QP_server_data_directory>/sametime.ini’) NEWOWN(QNOTES)
CHGOWN OBJ(’<QP_server_data_directory>/ServiceLocator.properties’) NEWOWN(QNOTES)
3. On the Lotus QuickPlace server, edit the JavaUserClassesExt setting in the
notes.ini file.
v On Windows, add the text indicated in bold below to the setting. Where a
path is indicated, substitute your own Domino program directory path.
JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4
QPJC1=C:\PROGRAM FILES\LOTUS\DOMINO\quickplace.jar
Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 43
QPJC2=C:\PROGRAM FILES\LOTUS\DOMINO\log4j-118compat.jar
QPJC3=C:\PROGRAM FILES\LOTUS\DOMINO\STCore.jar
QPJC4=C:\PROGRAM FILES\LOTUS\DOMINO\STMtgManagement.jar
v On AIX, add the text indicated in bold below to the setting. Where a path is
indicated, substitute your own Domino program directory path.
JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4
QPJC1=/opt/lotus/notes/<latest>/ibmpow/quickplace.jar
QPJC2=/opt/lotus/notes/<latest>/ibmpow/log4j-118compat.jar
QPJC3=/opt/lotus/notes/< latest >/ibmpow/STCore.jar
QPJC4=/opt/lotus/notes/< latest >/ibmpow/STMtgManagement.jar
v On Solaris, add the text indicated in bold below to the setting. Where a path is
indicated, substitute your own Domino program directory path.
JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4
QPJC1=/opt/lotus/notes/<latest>/sunspa/quickplace.jar
QPJC2=/opt/lotus/notes/<latest>/sunspa/log4j-118compat.jar
QPJC3=/opt/lotus/notes/ <latest >/sunspa/STCore.jar
QPJC4=/opt/lotus/notes/ <latest >/sunspa/STMtgManagement.jar
v On i5/OS, add the text indicated in bold below, assuming you added the
STMtgManagement.jar and STCore.jar files to the recommended directory:
JavaUserClassesExt=LQPJava1,LQPJava2,LQPJava3,LQPJava4
LQPJava1=/QIBM/ProdData/Lotus/QuickPlace/quickplace.jar
LQPJava2=/QIBM/ProdData/Lotus/QuickPlace/log4j-118compat.jar
LQPJava3=/QIBM/UserData/Lotus/QuickPlace/STCore.jar
LQPJava4=/QIBM/UserData/Lotus/QuickPlace/STMtgManagement.jar
Step 3: Configure the qpconfig.xml file
1. Look for the qpconfig.xml file in the Lotus QuickPlace server data directory. If
there is no qpconfig.xml file, make a copy of the qpconfig_sample.xml file and
name the copy qpconfig.xml.
2. Open the qpconfig.xml file with a text editor.
3. Make sure there is a <sametime> section in the file. If there is no <sametime>
section, copy that section from the qpconfig_sample.xml file.
4. If the following lines exist in the<sametime> section of the file, remove them to
enable the settings in the <sametime> section:
<!-- ================= START OF SAMPLE ======================
<!-- ================= END OF SAMPLE ======================== -->
44 QuickPlace Installation and Upgrade Guide
5. Within the <credentials> element, type the distinguished name and Internet
password of the user you created in the Domino Directory in step 1, for
example:
<sametime ldap="true">
<meetings invite_servers="false">
<tools>
<audio enabled="true"/>
<video enabled="true"/>
</tools>
<credentials>
<dn>cn=John Doe/o=acme</dn>
<password>xw356l78</password>
</credentials>
</meetings>
</sametime>
6. Specify other <sametime> settings as needed:
v If the Lotus Sametime server is configured to invite other Lotus Sametime
servers to meetings, set invite_servers=″true″ in the <meetings> element to
support that feature in Lotus QuickPlace.
v If you do not want to use audio Web conferencing features, set the audio
enabled attribute to ″false″ in the <tools> element.
v If you do not want to use Web conferencing video features, set the video
enabled attribute to ″false″ in the <tools> element.7. Save the qpconfig.xml file and restart the server for the settings to take effect.
Step 4: Specify the Lotus Sametime server for Lotus
QuickPlace to use
1. In a browser, enter the URL of the Lotus QuickPlace server, using the fully
distinguished host name. For example, enter
http://qpserver.acme.com/QuickPlace
2. Click Sign In and type the user name and password of a Lotus QuickPlace
administrator.
3. Click Server Settings in the table of contents.
4. Click Other Options in the table of contents.
5. Click Edit Options.
6. Under the Sametime Servers heading, type the URL for the Lotus Sametime
server in the Sametime Meeting Server field, specifying the fully qualified host
name of the Lotus Sametime server, for example, http://stserver.acme.com.
Note: If your Lotus Sametime server is configured to use Secure Sockets Layer
(SSL), type https:// in the URL rather than http://, otherwise users see
a warning each time they open a page in a place.
7. Click Next.
Step 5: Verify that place members can schedule Web
conferences
1. Sign on to a place as a Manager.
2. Click Customize.
3. Click Basics.
4. Click Change Basics.
Chapter 4 Setting Up Lotus QuickPlace to Work with Lotus Sametime 45
5. Scroll down to the bottom of the Change Basics page. Under the Real-time
collaboration heading, make sure ″Members can schedule online meetings″ is
checked.
6. Click Done.
7. To test that members can schedule online meetings , create a calendar entry in a
Place.
8. From the place, choose Calendar - New - Online Meeting.
9. Fill in the relevant fields, and then click Publish.
Users who subscribe to calendar events should receive an invitation in their mail,
with a link to the meeting. For more information on subscribing to calendar events,
click Help in a place.
46 QuickPlace Installation and Upgrade Guide
Chapter 5 Upgrading to Lotus QuickPlace 7.0
This chapter provides instructions for upgrading Lotus QuickPlace 3.0, 3.0a, 3.0.1,
or 6.5.1 to Lotus QuickPlace 7.0. Upgrading from Lotus QuickPlace version 2 is not
supported.
Upgrading and new features in Lotus QuickPlace 7.0
Note the following points about new features when upgrading to Lotus QuickPlace
7.0.
v If you use the qpconfig.xml file use_login_passwords=″true″ setting, users of
offline places that were created prior to version 7.0 must select the option ″Do
not use a separate offline password″ in their Member Profiles of their offline
places to enable the feature.
v If you upgrade from a previous version of Lotus QuickPlace, the upgrade
process preserves the existing user directory configuration in which Lotus
QuickPlace manages the directory lookups. If you want to switch to Domino
management of directory lookups, you can do so at any time. For more
information, see the Lotus QuickPlace Administrator’s Guide.
Features introduced in Lotus QuickPlace 6.5.1
If you are upgrading Lotus QuickPlace 3.0. 3.0a, or 3.0.1 to Lotus QuickPlace 7.0,
you might be interested in the following features that were introduced in Lotus
QuickPlace 6.5.1 and that are included with Lotus QuickPlace 7.0. For a description
of new features introduced in Lotus QuickPlace 7.0, see the chapter ″Getting
Started.″
New features for administrators in release 6.5.1
The following features for administrators were introduced in release 6.5.1. For
more information on these features, see the Lotus QuickPlace Administrator’s Guide.
Expanded membership feature
The expanded membership feature supports up to 4000 individual members of a
place. In previous releases, places were limited to approximately 300 to 900
individual members.
Performance enhancements
The following performance enhancements result in quicker page loading.
New method for retrieving system images Lotus QuickPlace takes advantage of
Domino’s HTTP-accessible data directories by accessing system images from the
file system. In previous releases system images were accessed from the
resources.nsf database. As a result of this change, pages that use system images
heavily, for example the Edit Page, load much more quickly than in previous
releases. For backward compatibility, system images are stored in resources.nsf as
well as in the file system.
Page compression Lotus QuickPlace compresses the HTML and text content in
pages it transmits to clients if the browser supports compression. The compression
reduces the size of HTML transmissions to 30% or less of the uncompressed size,
© Copyright IBM Corp. 2005 47
with the result that users can open large pages more quickly than in previous
releases. Only HTML and text content is compressed, not images or attachments.
Page compression is enabled by default, but you can disable it using the new
qpconfig.xml setting page_compression.
New security features
Lotus QuickPlace provides new security features that allow you to block specific
protocols referenced in link URLs, and to block imports of files that contain
cross-site scripts.
New My Places settings
Use the new place_links setting to control whether Lotus QuickPlace opens a place
accessed through My Places in the current browser window or in a new browser
window.
New setting for disabling browser page caching
As a security measure, you can use the new qpconfig.xml setting
browser_caches_place_content to prevent Lotus QuickPlace from caching pages on
the browser that contain user data. Pages that do not contain user data are still
cached by the browser. This setting is effective on all supported browsers.
New features for users in release 6.5.1
The following features for users were introduced in release 6.5.1. For more
information on these features, see the Help.
Support for importing and publishing Office 2003 documents
Office integration features are upgraded to include the same level of support for
Office 2003 documents. This includes the ability to:
v Import Office 2003 documents into Lotus QuickPlace
v Create and view Office 2003 documents within Lotus QuickPlace
v Perform editing round trips on Office 2003 pages
v Create and use Office forms based on imported Office 2003 documents
The specific Office 2003 applications supported are Microsoft Word, Microsoft
PowerPoint, and Microsoft Excel. If you have multiple versions of Office, or mixed
versions of Office applications, Lotus QuickPlace seeks to use them in the
following order: 2003, XP, and 2000.
Updated pages show last editor
In previous, a page creator’s name and the date that the page was last modified
displayed at the top of the page. Even if another editor updated the page, the page
creator’s name still displayed. In this release a Created By field shows the name of
the page creator and the date it was published. An Updated By field displays
below the Created By field. The Updated By field shows the name of the most
recent editor and the date of most recent update.
Lotus QuickPlace 7.0 upgrade process
You can upgrade Lotus QuickPlace 3.0, 3.0a, 3.0.1, or 6.5.1 to Lotus QuickPlace 7.0.
The process of upgrading a server and places is separated into independent stages.
This separation minimizes the downtime required to upgrade. After you upgrade a
server to Lotus QuickPlace 7.0, you can choose to upgrade places and PlaceTypes
48 QuickPlace Installation and Upgrade Guide
to enable new features in them when it is convenient. Users can continue to work
in their existing places before you upgrade places and PlaceTypes, and can
continue to create new places and PlaceTypes, as long as they do not use existing
places or PlaceTypes to create them. The existing places remain available except
when they are locked for the relatively short time when they are being upgraded.
In a non-cluster environment, Lotus QuickPlace 7.0 servers can coexist in the same
Domino domain as Lotus QuickPlace 3.0, 3.0a, 3.0.1, or Lotus QuickPlace 6.5.1
servers. Coexistence between version 3 servers and version 7.0 servers is supported
only during the limited process of upgrading.
Servers in a cluster should all run version 7.0. If you are upgrading in a cluster
environment, see the topic ″Upgrading Lotus QuickPlace in a cluster.″ If you are
upgrading in a non-cluster environment, see the topic ″Upgrading Lotus
QuickPlace in a non-clustered environment.″
Upgrading Lotus QuickPlace in a non-clustered environment
To upgrade to Lotus QuickPlace 7.0 in a non-clustered environment, perform the
following steps:
1. Back up places and PlaceTypes.
2. Upgrade the server to Lotus QuickPlace 7.0.
3. Upgrade the design of databases on the server.
4. Upgrade the places and PlaceTypes.
5. Unregister and then re-register places with the Place Catalog.
6. If there are offline users, clear the browser cache on offline clients before
installing places offline in Lotus QuickPlace 7.0
7. Upgrade the on-disk structure of places.
8. Update Lotus Sametime integration features, if used.
Upgrading Lotus QuickPlace servers in a cluster
You should upgrade all servers in a cluster to Lotus QuickPlace 7.0. Lotus
QuickPlace 7.0 interoperation with earlier versions of Lotus QuickPlace is
supported only in non-cluster environments.
To upgrade Lotus QuickPlace servers in a cluster, perform the following steps:
1. Back up places and PlaceTypes.
2. Stop one Lotus QuickPlace server in the cluster. If you are using Network
Dispatcher, redirect HTTP traffic to the other cluster members.
3. Upgrade the server that you stopped to Lotus QuickPlace 7.0.
4. Restart the server, and disable replication between it and other cluster
members.
5. Follow steps 1 through 4 with each server in the cluster. Do not allow Lotus
QuickPlace 3.0 or higher servers or Lotus QuickPlace 6.5.1 servers to replicate
with Lotus QuickPlace 7.0 servers.
6. When all servers in the cluster are running Lotus QuickPlace 7.0, reenable
cluster replication and enable qptool replicamaker between the servers. For
more information on qptool replicamaker, see theLotus QuickPlace
Administrator’s Guide.
7. Use the QPTool upgrade -server command on only one server in the cluster to
upgrade the design of databases. Let replication pass the design upgrades to
all servers. At this point you can make the cluster accessible to users again.
Chapter 5 Upgrading to Lotus QuickPlace 7.0 49
8. Use the QPTool upgrade -a command on only one server in the cluster to
upgrade places and PlaceTypes. Then delete the PlaceTypes on all the other
servers and let the upgraded PlaceTypes replicate throughout the cluster. After
replication, sign in to each server as an administrator and refresh the list of
PlaceTypes.
9. Use the QPTool unregister and register commands on all servers in the cluster
to unregister and then re-register all places.
10. If there are offline users, clear the browser cache on offline clients before
installing places offline in Lotus QuickPlace 7.0
11. Upgrade the on-disk structure of places.
12. Update Lotus Sametime integration features, if used.
Backing up places and PlaceTypes
Places and PlaceTypes are assets that are critical to your organization. Before you
upgrade to Lotus QuickPlace 7.0, perform the following steps to back up places
and PlaceTypes:
1. Make backup copies of all the places and PlaceTypes on the server. Save the
backup copies to different media from the media your organization uses for its
standard backup process. Do not rely solely on your organization’s standard
backup process, because it might delete backup copies too quickly.
2. Verify the backup media by restoring it. If this step is not possible, make
duplicate backup copies.
3. Save the backup copies in a secure location for at least several months.
Upgrading the server to Lotus QuickPlace 7.0
To upgrade a server to Lotus QuickPlace 7.0, perform the appropriate procedure
for your operating system.
Upgrading the Lotus QuickPlace server (Windows)
Perform the following steps to upgrade a server to Lotus QuickPlace 7.0 on the
Windows operating system:
1. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace 7.0 at
www.lotus.com/ldd/doc for system requirements and other important Lotus
QuickPlace installation information.
2. If you are upgrading a Lotus QuickPlace server that is set up for offline use,
offline users should perform the following steps on their clients before you
upgrade the server:
a. Synchronize the offline places with the server.
b. Uninstall Sync Manager. Click Start - Programs - Lotus Domino Sync
Manager - Uninstall Lotus Domino Sync Manager.
Note: Users will need to re-install places offline after the upgrade is
complete.3. Stop the Domino server if it is running.
4. Stop any other Windows programs that are running.
5. Upgrade the Domino server to Domino 7.0. For instructions, see Domino
Administrator Help available on the Web at www.lotus.com/ldd/doc.
Note: If you start the Domino server before upgrading the Lotus QuickPlace
server, ignore the ″java.dll could not be found″ error message if it is
displayed. After you upgrade to Lotus QuickPlace 7.0 the error will not
be displayed.
50 QuickPlace Installation and Upgrade Guide
6. Perform the following steps to upgrade Lotus QuickPlace:
a. Insert and start the Lotus QuickPlace installation CD. If you are installing
Lotus QuickPlace from a network drive, navigate to the directory with the
Lotus QuickPlace installation kit.
b. Double-click Setup.exe.
c. In the Software License Agreement window, click Accept.
d. In the Welcome window, click Next.
e. In the Choose Destination Location window, select the directory that holds
the Domino program files, and then click Next.
f. In the Start Copying Files window, review the directory path names that are
displayed, and if they are correct, click Next to begin the installation.
g. After installation is complete, in the QuickPlace Server Configuration
window, click Next.7. In the Congratulations dialog box, click Finish.
Upgrading the Lotus QuickPlace server (AIX and Solaris)
Perform the following steps to upgrade a server to Lotus QuickPlace 7.0 on the
AIX or Solaris operating systems:
1. Read the Lotus QuickPlace Release Notes for Lotus QuickPlace 7.0 at
www.lotus.com/ldd/doc for system requirements and other important
installation information.
2. If you are upgrading a Lotus QuickPlace server that is set up for offline use,
offline users should perform the following steps on their clients before you
upgrade the server:
a. Synchronize the offline places with the server.
b. Uninstall Lotus Domino Sync Manager.
Note: Users will need to re-install places offline after the upgrade is
complete.3. Upgrade the Domino server to Domino 7.0. For instructions, see Domino
Administrator Help available on the Web at www.lotus.com/ldd/doc.
Note: If you start the Domino server before upgrading the Lotus QuickPlace
server, ignore the ″java.dll could not be found″ error message if it is
displayed. After you upgrade to Lotus QuickPlace 7.0 the error will not
be displayed.
4. Perform the following steps to upgrade Lotus QuickPlace:
a. Stop the Domino server.
b. Open a terminal window and log in to the server as a root user.
c. Navigate to the directory that contains the Lotus QuickPlace installation kit.
d. Enter this command to start the Lotus QuickPlace installation:
./install
e. When prompted, type the number that corresponds to the language in
which you prefer to read the Lotus Software Agreement. Press Enter to
continue, then press Enter again to display the license agreement.
f. When you have read the agreement, press 1 to accept the agreement and
continue with the installation.
Chapter 5 Upgrading to Lotus QuickPlace 7.0 51
Note: Many of the following steps require that you accept a default or type
a new value. To change a default, press Enter and type a new value.
After you enter a new setting, press Enter to accept the change and
continue with the installation.
g. Specify the Domino program directory as the directory where the Lotus
QuickPlace program files will be installed. The default Domino program
directory is opt/ibm/lotus. You must install the Lotus QuickPlace program
files to the directory that holds the Domino program files. Press TAB to
continue.
h. Specify the Domino data directory as the directory where the Lotus
QuickPlace data files will be installed. The default Domino data directory is
/local/notesdata. You must install the Lotus QuickPlace data files into the
directory that holds the Domino data files. Press TAB to continue.
i. Specify the UNIX user who will own the Lotus QuickPlace server files. This
must be the same user who owns the Domino server files.
j. Specify the UNIX group that will own the Lotus QuickPlace server files. This
must be the same group that owns the Domino server files. The UNIX user
specified in the previous step must be a member of this group.
k. When the installation program displays ″Configuration of the Install
program is complete,″ press TAB to review your installation settings. For
example:
v Installation type: New Upgrade.
v Program directory: /opt/ibm/lotus
v Data directory: /local/notesdata
v UNIX user: UNIX user
v UNIX group: UNIX group
l. Press TAB to install Lotus QuickPlace.
Upgrading the Lotus QuickPlace server (i5/OS)
This procedure describes how to upgrade your Lotus QuickPlace server to Release
7.0 if you are already running a Domino server, and QuickPlace 3.0, 3.0a (English
only), 3.0.1, or 6.5.1 is installed on top of your Domino server.
To upgrade from QuickPlace 3.0, 3.0a (English only), 3.0.1, or 6.5.1 to Lotus
QuickPlace 7.0 on i5/OS, follow these steps:
1. End any existing Domino servers on your system. After ending the servers, be
sure that any active Domino subsystems are also ended.
2. Delete any QuickPlace hotfixes if they are installed.
To see a list of QuickPlace hotfixes, type the following i5/OS command and
press Enter:
DSPPTF LICPGM(5733LQP)
To delete the hotfixes, type the following command and press Enter:
RMVPTF LICPGM(5733LQP) SELECT(PTF#)
3. Delete the QuickPlace licensed program by typing the following command
and pressing Enter:
DLTLICPGM LICPGM(5733LQP)
4. Upgrade your Lotus QuickPlace server to Domino 7. For more information on
installing Domino 7 and upgrading your server, see the book Installing and
Managing Domino 7 for i5/OS.
5. Prepare the Domino 7 server for the addition of Lotus QuickPlace.
52 QuickPlace Installation and Upgrade Guide
v Install the Domino 7 update that is included on your Lotus QuickPlace 7.0
media. See the Readme.html file for detailed instructions.
v If you plan to install Lotus QuickPlace in a language other than English,
visit the Lotus QuickPlace for i5/OS Web site at the following address for a
link to the latest information regarding Domino 7 language versions and the
additional steps that may be necessary to prepare the Domino server for
your preferred language:
http://www.ibm.com/eserver/iseries/QuickPlace
v Start the Domino server and use Domino Administrator to edit the Server
document. Verify that the ″Fully qualified internet host name″ field on the
Basics tab contains the fully qualified name of the Domino server and not
the name of the system. If necessary, edit the field and save the Server
document. Before proceeding to the next step, end the Domino server. 6. Insert the Lotus QuickPlace for i5/OS CD in your system’s optical drive.
7. On any i5/OS command line, type the following command and press F4:
LODRUN
8. On the LODRUN display, type the following value in the Device field and
press Enter:
*opt
9. In the Directory field, type the following value and press Enter:
’/os400’
10. When the Lotus QuickPlace option screen appears, type a 1 beside the Lotus
QuickPlace product option and press Enter to begin the installation.
The system loads the Lotus QuickPlace programs to the appropriate system
libraries and /QIBM directories. You will see status messages as the system
installs the software.
Note: If you already have Domino installed on your system and the server ID
files are password protected, you will be prompted to enter the
password. After the password has been entered, press Enter to continue
with the installation of Lotus QuickPlace. If your server ID file has
multiple passwords, the passwords must be entered one at a time.
11. If you prefer to use a non-English version of Lotus QuickPlace, you should
install the Lotus QuickPlace Language Pack at this time. The Language Pack
can either be installed from CD-ROM or downloaded from the Web. Language
Pack installation instructions are included with the Language Pack as file
Read1st.txt.
12. Start the Lotus QuickPlace server.
Note: When you start the Domino server you also start the Lotus QuickPlace
server.
13. Upgrade the design of all databases on the server. See the topic ″Upgrading
the design of databases on the server″ later in this chapter.
14. Upgrade places and PlaceTypes. See the topic ″Upgrading places and
PlaceTypes″ later in this chapter.
15. Register the server and all places with the Place Catalog. See the topic
″Registering places with the Place Catalog″ later in this chapter.
Note: Old PlaceTypes cannot be used to create new places, and old places cannot
be used to create new PlaceTypes. Old places cannot be refreshed from their
PlaceTypes, and old PlaceTypes cannot be refreshed from their places, until
both are upgraded.
Chapter 5 Upgrading to Lotus QuickPlace 7.0 53
Upgrading the design of databases on the server
Before you upgrade places and PlaceTypes, use the QPTool upgrade command to
upgrade the design of all databases on the Lotus QuickPlace server.
To upgrade the design of databases:
1. From the Domino server console, enter the following command:
load qptool upgrade -server
2. When the upgrade is finished, the qptool.upgrade.xml file is created in the
Domino program directory by default. This file indicates if the upgrade was
successful. It contains the following xml:
<?xml version="1.0"?>
<service>
<servers>
<server>
<hostname>servername</hostname>
<placetypes />
<places />
<action_status action="upgrade">
<code>code number(0 if successful)</code>
<message>error message(if there’s an error)</message>
</action_status>
</server>
</servers>
</service>
Upgrading places and PlaceTypes
After you have upgraded the design of databases on the server, use the QPTool
upgrade command to upgrade places and PlaceTypes created prior to Lotus
QuickPlace 7.0 installation. After you upgrade places and PlaceTypes, all Lotus
QuickPlace 7.0 features work in them. Keep the following points in mind when
upgrading places and PlaceTypes:
v You can upgrade only places and PlaceTypes that are Lotus QuickPlace version
3.0 or later.
v Prior to upgrading places and PlaceTypes, you cannot use existing places or
PlaceTypes to create new places or PlaceTypes.
v If you upgrade places and PlaceTypes incrementally (using -p or -pt), upgrade
places first, then PlaceTypes. You cannot change or refresh PlaceTypes until they
are upgraded. Instruct users not to change or refresh PlaceTypes until all
PlaceTypes are upgraded.
v When a place is upgraded, the user interface components ″SiteMapLauncher″
and ″MyPlaces″ are not added to custom themes. Place managers must add
these components themselves. For information on user interface components, see
the Lotus QuickPlace Developer’s Guide.
v A place is locked while it is being upgraded. If you upgrade multiple places at
the same time, only one place is locked at a time.
v To log server activities related to upgrading places and PlaceTypes, use the
notes.ini setting QuickPlaceUpgradeLogging=value, where value is a number
from 1 to 4. Enable upgrade logging only temporarily to aid in troubleshooting.
To upgrade places and PlaceTypes, enter the following command from the Domino
server console:
load qptool upgrade arguments
The following table describes the arguments you can use with the command.
54 QuickPlace Installation and Upgrade Guide
For more information on QPTool commands see the Lotus QuickPlace
Administrator’s Guide.
Argument Description
-? Prints help on the command.
-server Runs the design task for all data on the server. Use
this command right before you upgrade all places
and PlaceTypes with ″qptool upgrade -a″ command
or multiple specified places and PlaceTypes with
″-p″ or ″-pt″ arguments. This command provides
optimal performance when you upgrade a large
number of places and PlaceTypes.
-a Upgrades all places and PlaceTypes on the server.
-f Runs upgrade even if system has not detected it
needs to be run or even if it has detected the
database version does not support upgrade.
-p place(s) Upgrades a specified place or a list of places that
are separated by spaces.
-pt PlaceType(s) Upgrades a specified PlaceType or a list of
PlaceTypes that are separated by spaces. If the place
from which the PlaceType was created still exists,
upgrade the place before upgrading the PlaceType.
-i XML input file that specifies the places and
PlaceTypes to upgrade.
-o XML output file that logs the results of the
command. By default the command logs results to
qptool.upgrade.xml in the server program directory.
Check the output file for any upgrade errors.
Examples of the upgrade command
The following table provides examples of using the upgrade command.
Task Command
Run the design task on the server to
upgrade the design of databases
before upgrading multiple places and
PlaceTypes.
>load qptool upgrade -server
Upgrade all places and PlaceTypes on
the server.
>load qptool upgrade -a
Upgrade all places and PlaceTypes on
the server to the current release.
>load qptool upgrade -a -f
Upgrade place P1. >load qptool upgrade -p P1
Upgrade place P1 to the current
release.
>load qptool upgrade -p P1 -f
Upgrade PlaceTypes PT1, PT2, and
PT3 and log results to the XML
output file qptool.myupgrade.xml.
>load qptool upgrade -pt PT1 PT2 PT3 -o
qptool.myupgrade.xml
When the upgrade is finished, the file qptool.upgrade.xml is created by default in
the Domino program folder. This file indicates whether the upgrade was
successful. It contains the following xml:
Chapter 5 Upgrading to Lotus QuickPlace 7.0 55
<?xml version="1.0"?>
<service>
<servers>
<server>
<hostname>servername</hostname>
<placetypes />
<places>
<place>
<name>placename</name>
<action_status action="upgrade">
<code>code number(0 if successful)</code>
<message>error message(if there’s an error)</message>
</action_status>
</place>
</places>
</server>
</servers>
</service>
Unregistering and re-registering places with the PlaceCatalog
After you have upgraded places and PlaceTypes, use the QPTool unregister
command to unregister upgraded places with the Place Catalog. Then use the
QPTool register command to re-register the places. The unregister step, which is a
new step for upgrades in version 7.0, is required to update My Places information
in the Place Catalog as well as to add new fields to the Place Catalog. For more
information on the QPTool register command, see the Lotus QuickPlace
Administrator’s Guide.
Note: Place names in the Place Catalog must be unique. If your configuration
allows for a single Place Catalog across multiple servers, you might receive
an error if a name already exists when you attempt to register a place.
Change the unregistered place name to a unique name by copying the place
directory to a uniquely named directory. For more information, see the
chapter ″Setting up the Place Catalog″ in the Lotus QuickPlace Administrator’s
Guide.
Perform the following steps to unregister and then re-register places:
1. From the Domino server console, enter any the following commands to
unregister a place or places:
To unregister a specific place with the Place Catalog:
load qptool unregister -p placename -placecatalog
To register all places on the server with the Place Catalog:
load qptool unregister -a -placecatalog
2. From the Domino server console, enter any the following commands to
re-register a place or places:
To re-register a specific place with the Place Catalog:
load qptool register -p placename -placecatalog
To register all places on the server with the Place Catalog:
load qptool register -a -placecatalog
3. When unregistration or registration is finished, the file qptool.register.xml is
created by default in the Domino program directory. This file indicates whether
the command was successful, for example:
<?xml version="1.0"?>
<service>
<servers>
<server>
56 QuickPlace Installation and Upgrade Guide
<hostname>servername</hostname>
<places>
<place>
<name>placename</name>
<action_status action="RegisterInPlaceCatalog">
<code>code number(0 if successful)</code>
<message>error message(if there’s an error)</message>
</action_status>
</place>
</places>
</server>
</servers>
</service>
Clearing the browser cache on offline clients
Offline users should perform the following steps to clear the browser cache on
their clients, before installing places offline with Lotus QuickPlace 7.0
To clear the browser cache:
1. From Internet Explorer, choose Tools - Internet Options - Delete Files.
2. Click ″Delete all offline content″ and click OK.
3. Click Tools - Internet Options - Settings - View Objects.
4. Delete ″LotusDRSControlClass.″
5. Re-open the browser.
Upgrading the on-disk structure of places
Perform the following steps to use the Files tab of the Domino Administrator to
run the Compact task on the databases of existing places. Compacting the
databases upgrades their on-disk structure (ODS) to the Domino 7.0 format to take
advantage of database performance improvements. For more information on the
Compact task and how to run it, see Domino Administrator Help.
1. From the Domino Administrator, in the Server pane select the Domino server
that runs Lotus QuickPlace.
2. Click the Files tab.
3. Select the databases associated with places in the previous Lotus QuickPlace
release.
4. In the Tools pane at the right, select Database - Compact. Or drag the selected
database(s) to the Compact tool.
5. (Optional) Select options to control how the Compact task runs.
6. Click OK.
Updating Lotus Sametime integration features
After you upgrade a Lotus QuickPlace server to version 7.0, you can upgrade
Lotus Sametime integration features on the Lotus QuickPlace server. A Lotus
QuickPlace 7.0 server can work with a Lotus Sametime 6.5.1 server or a Lotus
Sametime 7.0 server. If you plan to upgrade to Lotus Sametime 7.0, upgrade to
Lotus QuickPlace 7.0 first.
After you upgrade to Lotus QuickPlace 7.0, perform the steps in the topics
″Updating integration features after upgrading to Lotus QuickPlace 7.0″ and
″Verifying Lotus Sametime integration is working.″ If you upgrade to Lotus
Sametime 7.0, perform the steps in the topics ″Updating integration features after
upgrading to Lotus Sametime 7.0″ and ″Verifying that Lotus Sametime integration
Chapter 5 Upgrading to Lotus QuickPlace 7.0 57
is working.″ These steps assume that Lotus QuickPlace server was operating
successfully with the Lotus Sametime server prior to the upgrade.
Note: Using a Lotus QuickPlace 6.5.1 server with a Lotus Sametime 7.0 server is
not supported.
Updating integration features after upgrading to Lotus
QuickPlace 7.0
Perform the following steps after you upgrade to Lotus QuickPlace 7.0
1. To update awareness and instant messaging integration, copy the
PeopleOnline31.jar file from the Lotus QuickPlace server to the Lotus Sametime
server as described in the following table. Replace the existing file.
File name Copy from Copy to
PeopleOnline31.jar On Windows, AIX, and Solaris,
the QuickPlace subdirectory of
the Lotus QuickPlace server
data directory. For example:
On Windows:
C:\Lotus\Domino\Data\
QuickPlace\PeopleOnline31.jar
On AIX and Solaris:
/opt/notesdata/QuickPlace/
PeopleOnline31.jar
On i5/OS the following
directory:
/qibm/proddata/lotus/
quickplace/DATA/
QUICKPLACE/
PeopleOnline31.jar
\Domino\html\QuickPlace\
peopleonline subdirectory of the
Lotus Sametime server data
directory.
2. (i5/OS only) Enter the following command to ensure that QNOTES is still the
owner of the file:
CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/*’) NEWOWN(QNOTES)
Note: No steps are required to update Web conferencing integration after you
upgrade the Lotus QuickPlace server.
3. Perform the steps described in the topic ″Verifying that Lotus Sametime
integration is working.″
Updating integration features after upgrading to Lotus Sametime
7.0
If you upgrade to Lotus Sametime 7.0, update the awareness and instant
messaging integration and then the Web conferencing (Sametime meeting)
integration. For information on upgrading to Lotus Sametime 7.0, see the Lotus
Sametime Installation Guide for your server platform, which is available at
http://www.lotus.com/ldd/doc.
To update the awareness and instant messaging integration: To update the
awareness and instant messaging configuration after the upgrade to Lotus
Sametime 7.0:
58 QuickPlace Installation and Upgrade Guide
1. Download the IBM Lotus Sametime 7.0 Java Toolkit to a convenient directory.
This directory does not have to be on the Lotus Sametime server. Click the
Toolkits link on the Downloads section of the Lotus Sametime Developer’s Web
site at
http://www.ibm.com/developerworks/lotus/products/instantmessaging.
2. Unzip the download file to a convenient directory to access the contents of the
bin subdirectory.
3. Copy the files listed below to the QuickPlace\peopleonline subdirectory on the
Lotus Sametime server:
File name Copy from Copy to
STComm.jar bin subdirectory of the
Sametime Java Toolkit
\Domino\html\QuickPlace\
peopleonline subdirectory of the
Lotus Sametime server data
directory
CommRes.jar bin subdirectory of the
Sametime Java Toolkit
\Domino\html\QuickPlace\
peopleonline subdirectory of the
Lotus Sametime server data
directory
4. (i5/OS only) Enter the following command to ensure that QNOTES is the
owner of each of the files:
CHGOWN OBJ(’<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/*’) NEWOWN(QNOTES)
To upgrade the Web conferencing integration: To upgrade the Web conferencing
integration after the upgrade to Lotus Sametime 7.0:
1. Open the notes.ini file on the Lotus QuickPlace server.
2. Edit the JavaUserClassesExt setting in the notes.ini file; note that the entries for
the xercesImpl.jar, xalan.jar, xml-apis.jar, and ibmjsee.jar files are no longer
needed for Lotus Sametime 7.0 and should be removed:
v (Windows) Edit the JavaUserClassesExt setting so it appears as follows;
where a path is indicated, substitute your own Domino program directory
path.
JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4
QPJC1=C:\PROGRAM FILES\LOTUS\DOMINO\quickplace.jar
QPJC2=C:\PROGRAM FILES\LOTUS\DOMINO\log4j-118compat.jar
QPJC3=C:\PROGRAM FILES\LOTUS\DOMINO\STCore.jar
QPJC4=C:\PROGRAM FILES\LOTUS\DOMINO\STMtgManagement.jar
v (AIX) Edit the JavaUserClassesExt setting so it appears as follows; where a
path is indicated, substitute your own Domino program directory path.
JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4
QPJC1=/opt/lotus/notes/<latest>/ibmpow/quickplace.jar
QPJC2=/opt/lotus/notes/<latest>/ibmpow/log4j-118compat.jar
QPJC3=/opt/lotus/notes/<latest>/ibmpow/STCore.jar
QPJC4=/opt/lotus/notes/<latest>/ibmpow/STMtgManagement.jar
v (Solaris) Edit the JavaUserClassesExt setting so it appears as follows; where a
path is indicated, substitute your own Domino program directory path.
JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4
QPJC1=/opt/lotus/notes/<latest>/sunspa/quickplace.jar
QPJC2=/opt/lotus/notes/<latest>/sunspa/log4j-118compat.jar
QPJC3=/opt/lotus/notes/<latest>/sunspa/STCore.jar
Chapter 5 Upgrading to Lotus QuickPlace 7.0 59
QPJC4=/opt/lotus/notes/<latest>/sunspa/STMtgManagement.jar
v (i5/OS) Edit the JavaUserClassesExt setting so it appears as follows. The path
name shown is the recommended one for storing the STCore.jar and
STManagement.jar files. If currently you use a different directory, you can
continue to use it or you can copy the files to the recommended directory.
JavaUserClassesExt=LQPJava1,LQPJava2,LQPJava3,LQPJava4
LQPJava1=/QIBM/ProdData/Lotus/QuickPlace/quickplace.jar
LQPJava2=/QIBM/ProdData/Lotus/QuickPlace/log4j-118compat.jar
LQPJava3=/QIBM/UserData/Lotus/QuickPlace/STCore.jar
LQPJava4=/QIBM/UserData/Lotus/QuickPlace/STMtgManagement.jar3. Save and close the notes.ini file.
4. Copy files from the Lotus Sametime server to the Lotus QuickPlace server, as
indicated in the following tables:
On Windows:
File Copy from Copy to
STMtgManagement.jar Domino program directory of
the Lotus Sametime server,
for example:
C:\Program
Files\Lotus\Domino
Domino program directory of the
Lotus QuickPlace server, for
example:
C:\Program Files\Lotus\Domino
STCore.jar Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
ServiceLocator.properties Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
sametime.ini Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
On AIX:
File Copy from Copy to
STMtgManagement.jar Domino program directory of
the Lotus Sametime server,
for example:
/opt/lotus/notes/<latest>/
ibmpow/
Domino program directory of the
Lotus QuickPlace server, for
example:
/opt/lotus/notes/<latest>/
ibmpow/
STCore.jar Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
ServiceLocator.properties Lotus Sametime server data
directory, for example:
/opt/notesdata
Lotus QuickPlace server data
directory, for example:
/opt/notesdata
sametime.ini Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
60 QuickPlace Installation and Upgrade Guide
On Solaris:
File Copy from Copy to
STMtgManagement.jar Domino program directory of
the Lotus Sametime server,
for example:
/opt/lotus/notes/<latest>/
sunspa/
Domino program directory of the
Lotus QuickPlace server, for
example:
/opt/lotus/notes/<latest>/
sunspa/
STCore.jar Domino program directory of
the Lotus Sametime server.
Domino program directory of the
Lotus QuickPlace server.
ServiceLocator.properties Lotus Sametime server data
directory, for example:
/opt/notesdata
Lotus QuickPlace server data
directory, for example:
/opt/notesdata
sametime.ini Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
On i5/OS:
File Copy from Copy to
STMtgManagement.jar The following directory on
the i5/OS server where you
installed Lotus Sametime:
/qibm/proddata/lotus/
sametime
The directory specified in the
JavaUserClassesExt setting in
Step 2 on the i5/OS server where
you installed Lotus QuickPlace,
for example:
/QIBM/UserData/Lotus/
QuickPlace/
STCore.jar The following directory on
the i5/OS server where you
installed Lotus Sametime:
/qibm/proddata/lotus/
sametime
The directory specified in the
JavaUserClassesExt setting in
Step 2.
ServiceLocator.properties Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
sametime.ini Lotus Sametime server data
directory.
Lotus QuickPlace server data
directory.
5. (i5/OS only) Use the CHGOWN command to change the owner of the files
copied in the previous step to QNOTES. For example, enter the following
commands:
CHGOWN OBJ(’/qibm/userdata/lotus/quickplace/ST*’) NEWOWN(QNOTES)
CHGOWN OBJ(’<QP_server_data_directory>/sametime.ini’) NEWOWN(QNOTES)
CHGOWN OBJ(’<QP_server_data_directory>/ServiceLocator.properties’) NEWOWN(QNOTES)
6. Perform the steps described in the topic ″Verifying that Lotus Sametime
integration is working.″
Verifying that Lotus Sametime integration is working
After completing the steps in the topic ″Updating integration features after
upgrading to Lotus Sametime 7.0″ or the topic ″Updating integration features after
upgrading to Lotus Sametime 7.0,″ perform the following steps to verify that the
integration is still working:
Chapter 5 Upgrading to Lotus QuickPlace 7.0 61
1. Start the Lotus QuickPlace server, the Lotus Sametime server, and the LDAP
directory server.
2. To verify that awareness is working, sign on to a place as an external user and
check for the awareness icon next to your sign on name.
3. To verify that instant messaging is working, find a document that was created
by a user listed as online, click the user’s name, and then click Chat. Or click
the Chat link beside your name in the top left corner of the screen.
4. If Web conferencing is configured, test that members can schedule online
meetings. Create a calendar entry in a Place, click Calendar - New - Online
Meeting, fill in the relevant fields, and then click Publish. Users who subscribe
to calendar events should receive an invitation in their mail, with a link to the
meeting.
62 QuickPlace Installation and Upgrade Guide
Appendix A Configuring the Domino Server for Local Users
This appendix describes the certifier configuration required on the Lotus Domino
server to support local Lotus QuickPlace users.
Domino certifier requirements for local users
A local user is a member of a place who is registered directly in the place. An
external user is a user that is registered in a user directory. For a variety of of
reasons, using external users with Lotus QuickPlace, rather than local users, is
recommended. For example, if an external user’s name changes, you change the
name once in the user directory, rather than change the name in each place to
which the user belongs. For more information on the advantages of user
directories, see the Lotus QuickPlace Administrator’s Guide.
If you want to use local Lotus QuickPlace users despite the disadvantages, the
Domino server certifier must use no more than two levels of organizational units
(OUs). There is no such limitation for external users. To generate the name of a
local member or group for a place, Lotus QuickPlace adds the OUs ou=placename,
ou=QP to the user’s or group’s common name. Then Lotus QuickPlace adds to the
name the OU and O components generated by the certifier of the server on which
Lotus QuickPlace runs. For example, if the Domino server certifier ends in
/ou=Dallas/ou=Div1/o=Acme, the local user John Doe becomes cn=John
Doe/ou=Place1/ou=QP/ou=Dallas/ou=Div1/o=Acme when added as a member
of the place, Place1.
If the Domino server certifier has more than two OU levels, the OUs specific to
Lotus QuickPlace are removed and the user cannot access places. You can use a
Lotus QuickPlace server with more than two OU levels in the certifier only if you
use external users and groups as members.
You can convert local users to external users with the QPTool changemember
command if the local users are valid. If you already have local users that were
created on a server with more than two OUs, follow these steps to change the
format before you use the QPTool changemember command.
For more information on using the QPTool changemember command, see the Lotus
QuickPlace Administrator’s Guide.
If your server uses more than two OU levels
If you have already used more than two OU levels on a Domino server and the
Lotus QuickPlace OUs are being removed from the names of local users and
groups, you can correct the problem by moving the places to a server with two or
fewer OU levels as follows:
1. Install a new Lotus QuickPlace server that has no more than two OU levels.
2. Copy the places with the truncated local user names to the new Lotus
QuickPlace server.
3. If you are copying places from a Lotus QuickPlace 3.0x or 6.5.1 server, run
qptool upgrade -p placename(s) on the place. Otherwise, skip this step.
For more information on qptool upgrade, see the chapter ″Upgrading to Lotus
QuickPlace 7.″
© Copyright IBM Corp. 2005 63
4. Run qptool register -install -p placename(s) on the new server. Verify that the
local names in the places are in the correct format, for example, that they
contain the /ou=placename/ou=QP components followed by the OU
components (maximum of 2) from the server certifier.
64 QuickPlace Installation and Upgrade Guide
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© Copyright IBM Corp. 2005 65
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AIX
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Domino Designer
IBM
iSeries
i5/OS
Lotus
Lotus Notes
Notes
QuickPlace
Sametime
Microsoft, Windows, and the Windows logo are trademarks of Microsoft
Corporation in the United States, other countries, or both.
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66 QuickPlace Installation and Upgrade Guide
Index
AAdministrators
signing in as 8, 10
Alternate download siteoffline 32
Authenticationoffline users 23
CCertifier IDs
offline 23, 24, 25, 26
Certifiersfor local users 63
Clustersupgrading 49
DDatabase design
upgrading 54
Documentationadditional 4
for i5/OS 5
Dominocompatibility i5/OS 11
on i5/OS 14
Domino Off-Line Servicessee 21
EEncrypting
offline places 31
FFAQs
offline 34
Ii5/OS
additional resources 5
configuring Domino 14
enabling offline use 22
installation on 10, 16
installation troubleshooting 17
multiple servers 18
removing QuickPlace 19
software agreement 15
TCP/IP preparation 11, 12, 13
upgrading server 52
IBM Network Dispatcheroffline configuration 32
Installationi5/OS 10, 16
overview 1, 7
Installation (continued)Solaris 7, 8
troubleshooting on i5/OS 17
LLDAP directories
connecting to 21
Local userscertifiers required for 63
Nname_translation setting
described 28
examples 28, 30
Namestranslating for offline 28, 30
Netegrity SiteMinderoffline configuration 32
New featuresdescribed 1, 3, 4
version 6.5.1 47
OOffline
alternate download site 32
and user directory 21
certifiers for 23, 24, 25, 26
clearing browser cache 57
described 21
enabling 21
enabling for i5/OS 22
FAQs 34
hiding Work Offline link 34
passwords 31
place encryption 31
Security Policy document 27
specific environment
configurations 32
translating LDAP names for 28, 30
troubleshooting 21
PPassthru server
offline configuration 32
Passwordsoffline 31
upgrading offline 47
Place Catalogregistering places 56
Placesregistering 56
upgrading 54
PlaceTypesupgrading 54
Policy Directoroffline configuration 32
QQPTool register
using 56
QPTool upgradeusing 54
SSametime
integration setup 37
planning 37
setting up Awareness and Chat 41
setting up awareness and instant
messaging 39
setting up Web conferencing 41
upgrade 57, 58
Sametime meetingssetting up 41
Serversupgrading 49
Signing inas administrator 8, 10
Software agreementi5/OS 15
Solarisinstallation on 8
StartingQuickPlace 8, 10, 16
Sun Java System Portal Serveroffline configuration 32
TTCP/IP
preparing on i5/OS 11, 12, 13
Troubleshootingi5/OS installation 17
UUpgrade
clearing offline cache 57
database design 54
in cluster environment 49
installing release 7 50, 51, 52
new features and 47
non-cluster environment 49
on-disk structure 57
overview 48
place and PlaceType backups 50
Place Catalog 56
places and PlaceTypes 54
Sametime 57, 58
© Copyright IBM Corp. 2005 67
WWindows
installation on 7
68 QuickPlace Installation and Upgrade Guide
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