USER AND SERVER CONFIGURATION


Creating a desktop policy settings document
You use a desktop policy settings document to control the user's workspace. Desktop settings are enforced the first time a user logs in to Notes and runs setup. After the initial setup, you can use them to update the user's desktop settings or to reinforce setup settings desktop settings. Users receive updates to the settings when any of the policy settings change, and then the desktop policy settings are enforced the next time users authenticate with their home server.

To use a desktop policy settings document to enforce the settings specified in the setup policy settings document, specify the same settings in a desktop policy settings document. For example, to ensure that the Sametime server specified in the setup policy settings document remains the same each time the user logs in, enter the Sametime server name in both the setup and desktop policy settings documents.

To use a desktop policy settings document to add to or update the user’s desktop workspace, change the setting in the desktop policy settings document. For example, to change the Sametime server specified in the setup policy settings document, specify a different server in the desktop policy settings. Other changes you can make to the user's desktop workspace that do not reflect setup policy settings include setting up a default home page, customizing the welcome page, upgrading the mail template, and specifying how and when Smart Upgrade runs to upgrade the Notes client. If you are updating from a previous version of Domino, you can use a desktop policy settings document to define the settings used when converting previous mail file templates to the Domino 6 mail template, mail6.ntf.

You also use a desktop policy settings document to manage and update bookmarks. You can, for example, set up a bookmark hierarchy for Notes users by creating an outline of bookmarks that includes folders and links such as database links, document links, and URL links. You can create folders that have links within the folders. All of the folders and bookmarks in the outline are then placed on the Bookmark Bar of the Notes client. To add bookmarks to an existing folder on the user's desktop, such as More Bookmarks, include the folder in the bookmark outline. Any links included in that folder are merged with the corresponding folder in the Notes client. You can also create a folder called "Startup" that includes links that open automatically every time the user logs in to Notes.

You can also set user preferences, usually set by Notes users. If you set user preferences, Notes users will still be able to change their preferences, but the changes will be only temporary. The next time the desktop policy is enforced, their preferences will be reset to the original policy settings.

For more information on seamless mail upgrades, see Using seamless mail upgrade.

To create Desktop settings

1. Make sure that you have Editor access to the Domino Directory and one of these roles:

2. From the Domino Administrator, select the People & Groups tab, and open the Settings view.

3. Click "Add Settings," and then choose Desktop.

4. Under Basics, complete these fields:

5. Under Server Options, complete these fields:
FieldAction
Catalog/Domain Search serverChoose the name of the server used for domain searches.
Domino Directory serverEnter the name of the server whose Domino Directory you want users to use.
Sametime serverEnter the name of the server used to connect to Sametime.
Local mailfileCheck the field Create local mailfile replica to create a local copy of the user’s mail file.
Deploy versionIf you use Smart Upgrade, enter the Notes version to which you want users to upgrade.
Upgrade deadlineIf you use Smart Upgrade, use mm/dd/yyyy format to enter the date by which users must upgrade. If users to do not upgrade by this date, the upgrade happens automatically.
6. Under Mail Template Information, complete these fields if you are converting from a previous Domino mail template:
FieldAction
Prompt user before upgrading mail fileDo one:
  • Check yes to inform users before upgrading their mail files. Allows users to defer upgrade.
  • Uncheck (default) to upgrade without notification.
Old design template name for your mail filesThe default asterisk (*) uses any mail template.

(Optional) Enter the name of the current template you are using.

If running this version of notes:Enter the build version of the Notes client in the format Build Vnn_mmddyyyy (example, Build V60_06282002). To upgrade all versions, use an asterisk *.

Tip To find the build version, use Help - About Domino Administrator.

Use this Mail templateEnter the new mail template file name.
Ignore 200 category limitBy default the number of folders created during conversion is limited to 200 folders. Do one:
  • Check yes to override that limit and create as many folders as necessary (default).
  • Uncheck to enforce the limit.
Mail file to be used by IMAP mail clientsDo one:
  • Check if mail file will be used by an IMAP mail client.
  • Uncheck if IMAP will not be used (default).
Upgrade the design of custom foldersThe conversion does not upgrade private folders automatically. Do one:
  • Check yes to include custom folders in the design upgrade (default).
  • Uncheck to exclude custom folders in the design upgrade.
Prompt before upgrading folder designDo one:
  • Check yes to inform users before upgrading their mail folder design. Allows users to defer upgrade.
  • Uncheck (default) to upgrade folder design without notifying users.
Notify these administrators of mail upgrade statusIf you chose to notify users before updating mail template or folders, enter the names of administrators who should receive status information.
7. Specify the Homepage/Welcome Page options:
FieldAction
Corporate Welcome Pages databaseAdd the database link to the database containing custom welcome pages.

Note You cannot use the Web Administrator to create links.

Default Welcome pageDo one:
  • Select the welcome page users see when they start Notes.
  • Select "No default Welcome Page" if there is no default welcome page. (default)
Homepage selectionFor the field "Do not allow users to change their home page" do one:
  • Check to prohibit users from choosing their own home page.
  • Uncheck (default) to allow users to change their home page.
For more information on welcome pages, see the topic Custom welcome page deployment.

8. Under Internet Browser, choose the Internet browser used from this location. If you chose Notes or Notes with Internet Explorer as the Internet browser, choose the location from which to run the Web Retriever process.

9. On the Databases tab, complete one or more of these fields to add databases to the user’s workspace:

10. On the Dial-up Connections tab, enter information about the default passthru and other remote servers.

11. On the Accounts tab, enter the default account information for Internet servers.

12. On the Name Servers tab, enter the names and addresses of secondary TCP/IP and NDS Notes name servers.

13. On the Applet Security tab, complete these fields:
FieldAction
Trusted hostsEnter the name of trusted hosts.
Network access for trusted hostsChoose one:
  • Disable Java
  • No access allowed
  • Allow access only to originating host
  • Allow access to any trusted host
  • Allow access to any host
Network access for untrusted hostsChoose one:
  • Disable Java
  • No access allowed
  • Allow access only to originating host
Trust HTTP proxyChoose one:
  • Yes
  • No
14. On the Proxies tab, enter the default proxies to assign to users.

15. On the Mail tab, choose the format to use for messages to Internet addresses.

16. On the Preferences tab, choose user preferences.

17. Save the document.

For information on user preferences, see Lotus Notes 6 Help.

See Also