Exercise 3.5: Configuring IBM SmartCloud Notes for use with a Lotus Notes client - existing IBM SmartCloud Notes user

Overview

You can access your SmartCloud Notes mail on a SmartCloud Notes mail server through a browser using the SmartCloud Notes web client or through a Lotus Notes client. You can use one or both of these clients, depending on how you set up SmartCloud Notes.

Note: Users with an IBM SmartCloud Notes Entry subscription may access their SmartCloud Notes mail using only SmartCloud Notes web.

When you access your SmartCloud Notes mail using a Lotus Notes client, you can take advantage of the many collaboration features that are available through the Lotus Notes client. SmartCloud Notes provides a single point of access to e-mail, calendars, contacts, activities, instant messaging, feeds, office documents, collaboration tools, and business applications. In SmartCloud web you can manage your Inbox using full-text search, delegation, mail filtering and sorting, conversation views, and flags. In this exercise we will set up SmartCloud Notes to access first from a Lotus Notes client and then access your account with a web client.

Additional features available in the Lotus Notes client:

Activities: Beginning with Lotus Notes 8.5.2, if your organization has an IBM SmartCloud Engage subscription, then the right sidebar in the Lotus Notes client is automatically configured to access Engage Activities without further authentication.

IBM® Sametime®: Use the embedded IBM Sametime client in the right sidebar to manage instant messaging contacts and initiate chats.

Documents: Create and edit Notes documents in Lotus Notes applications.

Widgets: Add widgets to the right sidebar.

RSS feeds: Subscribe to RSS feeds using the feed reader in the right sidebar.

Create and manage Lotus applications: Using Lotus Notes templates, create and manage Lotus applications, such as teamrooms, or discussion databases.

Elements of Lotus Notes can be found in IBM Lotus Domino® and Notes Information Center. Product help is available by clicking Help -> Help Contents at the top of the window. For additional information, including Lotus Notes tutorials, see the Media Gallery in the Lotus Notes and Domino wiki. Information on Lotus. Refer to the Resources section at the end of this exercise for links.

As stated previously, users have the option to access their SmartCloud Notes mail using both the SmartCloud Notes web client and a Lotus Notes client. In order to access SmartCloud Notes with both clients, you will need to complete the following:

• Install Lotus Notes. Use the task "Installing Lotus Notes" in Exercise 3.3: Install and Setup the Lotus Notes Client
• Set up Lotus Notes. Use the task "Setting up Lotus Notes" in Exercise 3.3: Install and Setup the Lotus Notes Client
• Configure SmartCloud Notes and SmartCloud Notes web if you will use both the SmartCloud Notes web and the Lotus Notes client to access SmartCloud Notes
  

System Requirements:

• Lotus Notes 8.5.1 client w/ Fix Pack 5 (or later)
• Lotus Notes 8.5.2.x client using the standard configuration
• Lotus Notes 8.5.3.x client using the standard configuration
  

Objectives

In this exercise, you will:

• Log onto IBM SmartCloud Notes (SmartCloud Notes) as an existing SmartCloud Notes user with other IBM SmartCloud for Social Business (SmartCloud for Social Business) subscriptions and configure the service for Lotus Notes client access
• Run the Lotus Notes client configuration tool to complete the configuration of your Notes client
• Log into SmartCloud Notes with a web client
  
  

Glossary

Term	Definition
Lotus Notes client	An integrated desktop client that can be used to send and receive Internet mail, schedule appointments, browse the Web, contribute to Internet newsgroups, and take advantage of the Home Page for tracking all your important daily information.
IBM SmartCloud Notes web client	A web browser client that allows you to access your SmartCloud Notes mail to send and receive internet e-mail, manage calendars and contacts, contribute to activities, and use instant messaging, feeds, office documents, collaboration tools, and business applications.

Parent topic: Lesson 3: Supporting End Users
Previous topic: Exercise 3.4: Configuring IBM SmartCloud Notes for use with a Lotus Notes client and IBM SmartCloud Notes web - new IBM SmartCloud Notes user
Next topic: Exercise 3.6: Accessing product documentation and help for IBM SmartCloud Notes and Notes client

Procedure

1. If you are logging on to SmartCloud Notes for the first time, make sure you have the following information which your administrator should have provided to you:
   
• SmartCloud Notes account user name
• SmartCloud Notes account user password
• URL to the service: https://www.ibmcloud.com/social
• An installed and configured Lotus Notes client
• Lotus Notes password (this may be different from your SmartCloud Notes password) if required
  
Note: Verify that you have a Lotus Notes client that meets at least the minimum system requirements. See the System Requirements links above. If you do not have a Notes client that meets at least the minimum system requirements, refer to Exercise 3.3: Install and Setup the Lotus Notes Client for instructions on installing and setting up your Notes client.

2. Access the service ( https://www.ibmcloud.com/social ) using your Web browser, and click Sign In.
3. Enter your user name in e-mail format and password. Select Log In.
   
   
4. From the dashboard, click Apps -> Downloads and Setup, and select View IBM SmartCloud Notes options .
   







5. At the Welcome to IBM SmartCloud Notes page, select With IBM Lotus Notes.
   
   
6. At the Let's set your Lotus Notes password page, provide a password for your Lotus Notes ID, and verify it. Then click Set Password
   
   ..
7. On the Start using SmartCloud Notes page, click Download
   
   
   
Note: This process of configuring the Lotus Notes client for use with SmartCloud Notes is specific to EACH user. Each user must go through the process of downloading the configuration tool while logged into their own SmartCloud Notes Accounts.

8. In the "Software License Agreement" window for the client configuration tool, select a language, agree to the terms and conditions. Click Continue
   
   
9. In the "Your download will start in a few seconds" window,
   
   
   
When prompted open the download file...





If your browser asks you to associate the file with an application, be sure to choose "open with IBM Lotus Notes/Domino (default)"





Note: If your download does not start, check to make sure that your browser is not blocking it.





10. Lotus Notes starts if it is not already running. When the Join SmartCloud Notes page displays, read the information provided about your account. If Lotus Notes was already opened, close any open tabs and save your work. Click the checkbox I have closed all other Notes windows and tabs and click Join to run the tool.
    
    
11. When the tool has completed running, the Join IBM SmartCloud Notes confirmation page displays. Read the information provided, then select Yes to confirm that you have read and understood the information.
    
    
12. Restart Lotus Notes. Your SmartCloud Notes name and your new LotusLive/SmartCloud Notes Location is selected in the Lotus Notes login dialog. Do not switch locations at this time. If you do, the download will fail and you will have to rerun the Lotus Notes client configuration tool.
    
    
13. Log into Lotus Notes using the Lotus Notes password you created in step 6.
14. Your Notes client setup is completed when you are in your Notes client. Log out by clicking File -> Exit.
15. You can now log into SmartCloud Notes with either the Lotus Notes client or the SmartCloud Notes web client. To verify that you can use the SmartCloud Notes web client, log onto the service using your logon email address and password that you entered in step 3. Note that the password for the web client may be different than the password that you created for the Lotus Notes Client in Step 6. At the Welcome to IBM SmartCloud Notes page click Mail on the left side of the dashboard.
    
    
16. Once you are in your mail inbox, you are now set up to use either client to access your mail.
    

Troubleshooting Scenario 1

A SmartCloud Notes user cannot log on to the service

1. Determine if another SmartCloud Notes user or administrator can log on to the service. If another user or administrator can log on, continue to Step 2. Otherwise, there may be a problem with your SmartCloud Notes subscription and you should contact Support.
2. If the user was able to log on previously, perform the following steps, stopping at any step that resolves the problem:
1. Ask the user to close all browser windows and to try to log on again.
2. Ask the user to clear the browser cookies "collabserv.com" and "apps.na.collabserv.com" or "apps.ap.collabserv.com" and to try to log on again. Also clear lotuslive.com, apps.lotuslive.com or apps.ap.lotuslive.com if they exist (these reference the former domain name of the service). The steps to clear cookies vary by browser and browser version.
3. To determine if the problem is browser-related, ask the user to switch to another browser and to try to log on again.
4. To determine if the problem is related to the user's computer, ask the user to switch to a browser on another computer and to try to log on again.
5. To determine if there is a problem with the original user's SmartCloud for Social Business account, ask another user to try to log on using the original user's computer and browser. If the other user can log on, continue to Step 4.
   
3. If the user has not logged on previously:
1. The admin should check the user's status to ensure they are listed as "ACTIVE" and not "Pending."
2. To determine if the problem is browser-related, ask the user to switch to another browser and to try to log on again.
3. To determine if the problem is related to the user's computer, ask the user to switch to a browser on another computer and to try to log on again.
4. To determine if there is a problem with the original user's SmartCloud for Social Business account, ask another user to try to log on using the original user's computer and browser. If the other user can log on, continue to Step 4.
   
4. Perform the following steps to reset the user's password: (You may also refer to Exercise 2.7: Resetting the Web password for an IBM SmartCloud Notes user.)
1. Log onto the service as a SmartCloud Notes user with the Administrator role.
2. Click the Administration link located at the top, right of the window.
3. Click User Accounts, select the user from the list of users and click the down arrow and then Edit User, reset the user's password to create a new temporary password for the user, click Finish, and log out.
4. Provide the new temporary password to the user and ask the user to try to log on again to the service.
5. If the user is able to log on, the user will be prompted to set a new password. If the user is still unable to log on, proceed to the next step.
   
5. If none of the previous steps resolve the logon problem, gather the following information and contact Support.
   
• Browser version
• User name
• Any error messages
• Steps to reproduce the problem
  
  

Troubleshooting Scenario 2

A user receives either of these errors when attempting to log in to the Lotus Notes client: "ID in vault has download count of zero" or ID in vault has expired download time or "The 5-day limit on downloading a SmartCloud Notes ID or new password from the ID vault has expired."

If this error occurs after running the client configuration tool, these messages indicate that the 5-day limit on downloading a Notes ID from the service has been exceeded. The ID is required to access a SmartCloud Notes mail server.

1. Ask your company administrator to reset your Lotus Notes password.
2. Use the new password within 5 days to log on to Lotus Notes to connect to your SmartCloud Notes mail server.
   
Note: Information on how to reset a users Lotus Notes password can be found in "Exercise 2.5: Managing the password for a User's Lotus Notes User ID"

Troubleshooting Scenario 3

A user receives the error, "Server not responding" when attempting to access their mail in the Lotus Notes Client. The computer cannot connect to the service. Try any of these actions to correct the problem:

1. Make sure your computer is connected to the network.
2. Make sure your virtual private network (VPN) connection is functioning, if you use one.
3. If you are still not successful, contact your company administrator.
   

Resources

• IBM Lotus Domino and Notes Information Center
• Lotus Notes and Domino Media Gallery
• SmartCloud Notes Support