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Home > Domino admin > Demo: Three Sample Policies to Deploy Domino Web Access (iNotes)
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Demo: Three Sample Policies to Deploy Domino Web Access (iNotes) 

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Overview

Domino Web Access is a great way to give remote users an alternative way to access Domino applications. However, there can be different levels of functionality that those users might need. This article will show how to create policies tailored to different types of users: Mobile, Power, and Restricted. We will walk through how to create a setting document for each type of user. Then these settings can be used in policies and deployed in your environment.

Creating the Base Settings Document

Each of the three samples consist of first creating a settings document. You would create one for each sample policy. To do this you can either:
1) In the Notes client open the Domino Directory, go to the People view, then Policies section, and finally Settings. Then press the "Add Settings..." action button and pick "Mail".

2) In the Admin client while connected to a server, select the People & Groups tab, then Directory, then Settings. Then press the "Add Settings..." action button and pick "Mail". Or use the Actions->Add Settings->Mail top level menu sequence.

3) In the Admin client while connected to a server, select the Configuration tab, then Tools, then Policies, then press Create. Or use the Configuration->Policies-Create top level menu sequence. When the "Create New Policy" dialog appears, select the Settings radio button, pick "Mail" from the drop down list box, and then press OK.

After you have the setting document created, then proceed to the steps section of the sample you wish to create.

The Mobile User

The main concern in supporting a mobile user is performance. The kids of people that could a mobile user would a travelling salesmen, a field technician, or an aid worker. To create this kind of setting perform these steps:

Step 1: Set the Name field to "Mobile User":


Step 2: This user should use the ultra lite mode of iNotes. To do this go the Lotus iNotes tab, then the Basics sub-tab and select UltraLite for User UI Mode:


Step 3: For security reasons, you also don't want to the user to be able to change the ownership of their mail file. To do this go to the Mail tab, then select the Basics sub-tab, make sure the box "Allow users to change mail file ownership" is unchecked and check the Enforce checkbox:


Step 4: Press the form's Save & Close action.

Watch the demonstration to see how you can create policy settings documents and a policy document for Lotus iNotes mobile users.

Watch the demonstration full screen in a new window



The Power User


The main concern in supporting a power user is providing a robust set of functionality. The kinds of people that could be power users are executives, knowledge workers, or an advanced collaboration user. To create this kind of setting perform these steps:

Step 1: Set the Name field to "Power User":


Step 2: This user should use the full mode of iNotes. To do this go the Lotus iNotes tab, then the Basics sub-tab and select Full for User UI Mode. (Note: all of the Functional Areas are checked and enabled)


Step 3: This kind of user uses some of the other collaborative features such as Sametime, .etc. To do this go the Lotus iNotes tab, then the Configuration sub-tab and select the following:


Step 4: While still on the Configuration sub-tab and select the following to enable Quikr integration:


Step 5: While still on the Configuration sub-tab and select the following to enable Calendar subscriptions:



Step 6: To allow the user to delegate another to manage their mail file as in the case of an executive, go the Access and Delegationtab, then the Access to Your Mail & Calendar sub-tab and select the following:


Step 7: Press the form's Save & Close action.
Watch the demonstration to see how you can create policy settings documents and a policy document for Lotus iNotes power users.

Watch the demonstration full screen in a new window


The Restricted User


The main concern in supporting a restricted user is the goal of the applying some kind of limitation. Your goal could be to restrict what functionality that they can use maybe due to a company policy. Or you can be trying to restrict the impact of supporting that user (via their use of system resources.) The kinds of people that could be restricted users are students, a kiosk user, a manufacturing plant worker, an ISP user, or a retail store employee.

To create this kind of setting perform these steps:

Step 1: Set the Name field to "Restricted User":


Step 2: This user should use the lite mode of iNotes. To do this go the Lotus iNotes tab, then the Basics sub-tab and select Lite for User UI Mode. (Note: Of the Functional Areas, just Mail and Contacts are checked and enabled). Since we don't want the user to change these settings, select the "Set value and prevent changes" value in the "How to apply this setting:" pulldown.


Step 3: For security reasons, you also don't want to the user to be able to change the ownership of their mail file. To do this go to the Mail tab, then select the Basics sub-tab, make sure the box "Allow users to change mail file ownership" is unchecked and check the Enforce checkbox:


Step 4: To prevent the images from being automatically displayed which can be a security risk, go the Lotus iNotes tab, then the Configuration sub-tab and select the following and also select the "Set value and prevent changes" value in the "How to apply this setting:" pulldown.


Step 5: Browser Helper Objects (BHOs) are plugins that provide added functionality to web browsers. To manage these objects, iNotes has numerous settings to maintain the cache of these objects. To enable the management of BHOs, go the Lotus iNotes tab, then the Configuration sub-tab and then to the Browser Cache Management section. Enabling the Browser Cache Management checkbox will cause additional settings to appear. Set them as follows and be sure to also select the "Set value and prevent changes" value in the "How to apply this setting:" pulldown as indicated all but the last setting:
Step 6: Since the settings are for a restricted user, we don't want them to be able to change them. So all of the settings under the iNotes tab need to be locked down. The How To Apply action button applies to all of the setting on the form, but we only want to lock down the iNotes settings. Therefore, manually set the rest of "How to apply this setting:" fields to "Set value and prevent changes" value for each of the iNotes subtabs of Basics, Configuration, and Offline.

Step 7: Press the form's Save & Close action.

Another issue to consider for the restricted user case would be to set a size quota on the mail file. This can be done via a registration policy for new user. For existing users this would have to be done manually through the admin client.

Creating the Policies


Since the steps for creating a policy is simple and it is the same for each of the three examples, we'll just walk through one example: The Power User.

To do that, perform these steps:

1) Navigate to the People->Policies view in the Domino Directory and click the Add Policy action.
2) On the Basics tab, enter "Power Users Policy" for the Policy Name.
3) Next to the Setting Type of Mail, enter or select "Power Users".



4) On the Policy Assignment tab, either select or enter the group "Executives":


5) Click the Save & Close action button.

Now all the members of the Executives group will automatically be assigned the Power Users settings. Clearly for the other settings, other groups would be used instead or the users could be added individually.
Watch the demonstration to see how you can create policy settings documents and a policy document for Lotus iNotes mobile users.

Watch the demonstration full screen in a new window


Conclusion


The three example polices in this article are not meant to be definitive, instead, they are meant to be reference points to be tailored to your own needs. For example, the sample restricted user could be used as a basis for creating two slightly different policies: a kiosk user that focuses more on having a very low footprint and basic functionality and a student policy that focuses on providing more functionality. What has been shown here is how a collection of settings can be used to create a policy to address an administrative functional need for Domino Web Access. This article also showed how different settings can effect the performance, functionality, and efficiency of your iNotes deployment. Leveraging the flexibility of policies with the functional capabilities of iNotes provides a great way to deploy and administer remote access to Domino applications.

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Category:
Domino admin, Domino policies, Lotus iNotes, Lotus iNotes admin, Lotus iNotes deployment scenarios, Lotus iNotes policies, Lotus Domino,
Tags:
administration, Lotus iNotes, policies, demo, inotes, dwa, domino_iea

This Version: Version 33 February 14, 2011 3:49:31 PM by Amy Smith  IBMer
   
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Version Date Changed by               Summary of changes
This version (33) Feb 14, 2011 3:49:31 PM Amy Smith  
32 Dec 8, 2009 12:56:28 PM Sharyn Richard  
31 Dec 8, 2009 12:54:02 PM Sharyn Richard  
30 Dec 8, 2009 12:50:21 PM Sharyn Richard  
29 Nov 23, 2009 6:45:10 PM Sharyn Richard  
28 Nov 23, 2009 6:43:06 PM Sharyn Richard  
27 Nov 23, 2009 6:39:40 PM Sharyn Richard  
26 Nov 23, 2009 5:51:34 PM Sharyn Richard  
25 Nov 23, 2009 5:50:15 PM Sharyn Richard  
24 Nov 23, 2009 5:49:05 PM Sharyn Richard  
23 Apr 1, 2009 8:58:56 AM Mark Skurla  
22 Mar 13, 2009 12:55:28 PM Mary Jrolf  
21 Mar 13, 2009 12:55:23 PM Mary Jrolf  
20 Mar 6, 2009 11:17:36 PM Sharyn Richard  
19 Mar 5, 2009 6:02:29 PM Mary Jrolf  
18 Feb 27, 2009 10:51:53 AM Jennifer Heins  
17 Feb 11, 2009 4:08:23 PM Mary Jrolf  
16 Feb 11, 2009 3:44:17 PM Sharyn Richard  
15 Feb 11, 2009 3:39:47 PM Sharyn Richard  
14 Feb 11, 2009 3:33:52 PM Sharyn Richard  
13 Feb 11, 2009 3:31:13 PM Sharyn Richard  
12 Feb 11, 2009 3:31:13 PM Sharyn Richard  
11 Feb 11, 2009 2:59:36 PM Mary Jrolf  
10 Feb 11, 2009 2:57:31 PM Mary Jrolf  
9 Feb 11, 2009 2:56:15 PM Mary Jrolf  
7 Jan 22, 2009 2:31:39 PM Mark Skurla  
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