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Using Domino Administrator to manage client settings

In this chapter excerpt from "Survival Guide for Lotus Notes and Domino Administrators," learn how to manage client settings using the Domino Administrator client and private policies.

Managing client settings for the Lotus Notes client can be a daunting task. This chapter excerpt from "Survival Guide for Lotus Notes and Domino Administrators," by Mark Elliott, et al., provides insight into managing the settings via the Lotus Domino Administrator through the use of policy profiles in 10 easy-to-digest steps.

The intent of this chapter is to provide some basic guidance into the setup and management of client settings through the use of Domino policy and settings documents.

If you have any comments or questions about the information presented in this book excerpt, please email us.

These documents can help ensure a consistent user configuration and can reduce the administrative overhead in managing client settings. The chapter excerpt provides a basic introduction to the setup process specifically for the Notes client.

You will learn the basic concept of policy-based management of client settings through the use of profiles. Key topics covered include:

  • Policy-based administration
  • Policy documents
  • Settings documents
  • The primary types of settings documents
  • Inherit and Enforce settings
  • Organization and explicit policies
  • Exception policies
  • How to manage the user's client configuration through the use of Setup, Registration, Mail, Desktop, Security and Archive settings documents

It's important to understand that this chapter excerpt is intended to be an introduction on how to manage client settings through the Domino Administrator client. Clearly entire publications could be and are dedicated to using the client. This chapter excerpt highlights some of the function that is specific to the support of the Lotus Notes client.

The ability to implement the items described herein will depend on how roles and responsibilities are separated within your company. You might or might not have authority (or the responsibility) to perform the instructions within this chapter. The chapter is for those readers who are responsible for both the Lotus Notes client as well as the administration of the infrastructure.

Readers must have the Lotus Domino Administrator client installed with the appropriate authority level in order to perform the instructions outlined in this chapter. Additionally, readers should have a fundamental understanding of the Administrator client and how to navigate through the various client screens.

Finally, readers should note the information presented in this chapter is based on the version 8 Domino Administrator client. You will notice variances in the screen layout and policy and preference settings if you are running and supporting an alternate version of the client.

Survival Guide for Lotus Notes and Domino Administrators

 Part 1: What are policies?
 Part 2:
How are policies implemented?
 Part 3: What are settings documents?
 Part 4: What is a policy architecture?
 Part 5: Creating settings and policy documents
 Part 6: Creating policy documents
 Part 7: Registering a new user using an explicit policy
 Part 8: Assigning an explicit policy to an existing user
 Part 9: Using exception policies
 Part 10: Viewing your policy settings

What are policies?

Policies allow greater control over the management of the end user's Lotus Notes client configuration settings. Using policies you can control a great many settings including the ability to:

If you're new to the concept of policies, this chapter will help orient you, and with a little hands-on experience, you'll find they are quite easy to set up and manage.

Policy Documents allow you to define a common set of configuration settings. Domino allows you to define one or more policy documents. Contained within each policy are a number of configuration settings that govern the user's Lotus Notes client environment settings. In other words, each policy contains a group of settings known as settings documents which goes into more detail in section two.

Return to table of contents or proceed to Part 2 on How are policies implemented?

Survival Guide for Lotus Notes and Domino Administrators This chapter is an excerpt from the book, Survival Guide for Lotus Notes and Domino Administrators, authored by Mark Elliott, published by IBM Press, March 2009, ISBN 0137153317, Copyright 2009 by International Business Machines Corporation. All rights reserved. For more info, please visit the publisher site. Safari Books Online subscribers can also access the book at

Click here for the chapter download.

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