Agenda. Open Mic Webcast. Manage-Settings, Managed-Community-Configs and Domino Policies

Transcription

1 Open Mic Webcast Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find client preference settings you can set How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml Example of managed-community-configs.xml Review trace for managed-settings and managed-community-configs Domino custom policies Where to get more information Manage-Settings, Managed-Community-Configs and Domino Policies Speakers: Sandy Lee and Keith Wooten Panelist: Trevor Tallackson and Bill Murphy Date: June 29,

2 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 2

3 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 3

4 Managed-settings.xml and Domino custom policies Standalone Desktop Client Notes Embedded Client managed-community-configs.xml 4

5 When to use managed-settings, managed-community-configs and Domino custom policies Admin process to push out client Preference settings to installed user base. Used for settings not included during original install of the client with plugin_customization.ini file. Or later determined settings need to be enabled, disabled or locked down on the client. managed-settings.xml take precedence over settings in the plugin_customization.ini file. managed-settings.xml sets both standalone Sametime client and the Notes Embedded Sametime client. Domino custom policies only set Notes Embedded Sametime client. Most client preferences are user visible but some are internal and hidden. managed-community-configs.xml is used to update Sametime Communities Preference settings in both the Standalone and Notes Embedded Sametime client. managed-community-configs.xml was supported starting with client version. managed-settings.xml and managed-community-configs.xml are controlled with Sametime Policies. For more information on Sametime Policies, watch Open Mic - Troubleshooting IBM Sametime Policies - 30 March Sametime Administration Guide link: 5

6 Configure the Sametime Policy for the Web Update Site Configure the web site in Sametime policy that contains the.xml file(s). Enable Allow all Sametime Connect feature to be used with integrated clients for Notes Embedded clients. For more information on Sametime Policies, watch Open Mic - Troubleshooting IBM Sametime Policies - 30 March Sametime Administration Guide link: 6

7 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 7

8 Where to find Preference settings for managed-settings.xml and Domino custom policies managed-settings.xml and Domino custom policy settings are found in the Sametime documentation and technotes: 8

9 Where to find managed-community-configs.xml settings managed-community-configs.xml settings are found in the Sametime documentation: Only define attributes that are mandatory 9

10 Where to find managed-community-configs.xml settings managed-community-configs.xml settings are found in the Sametime documentation: 10

11 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 11

12 How to avoid problems with managed-settings.xml and managedcommunity-configs.xml files To avoid issues with.xml files you create, follow these rules: File names must be managed-settings.xml and managed-community-configs.xml. Use a simple text editor and put double quotes ( ) around attributes and values. Save the file in UTF-8 format. Attributes are case sensitive so double check the Sametime documentation. Test a few settings first and then build up to the final.xml file. Use test users to make sure you get the results you are expecting before moving to production environment. Verify that the configured web site in Sametime policy is available to clients by opening the.xml file in a browser from the client's workstation. Enable debug parameters while testing. 12

13 How to avoid problems with managed-settings.xml and managedcommunity-configs.xml files Possible issue: If using Notepad and saved the file as UTF-8 format with.xml as the extension, Notepad might add extension of.txt to the file name. You want to check from File Manager or DOS prompt the file name is correct. Use File Manager or the DOS rename (REN) command to change the extension. 13

14 How to avoid problems with managed-settings.xml and managedcommunity-configs.xml files Possible issue: Error message that file could not be read in the client trace output. If you use Notepad and saved the file as UTF-8 format with.xml extension, Notepad might add 3 hidden characters at the start of the file. Use a hex editor to review the file. Resolved by creating with Notepad, selecting UTF-8 and keeping default extension of.txt. Rename the file extension to.xml through File Manager or DOS Rename command. Or use hex editor to remove characters. Content is not allowed in prolog. 14

15 How to avoid problems with managed-settings.xml and managedcommunity-configs.xml files Verify the.xml file will open and display locally using web browser on the web server. If you get error messages displaying locally then the file is not going to work with the clients. This example is caused by missing value=. Next verify that the web site is working for the clients by opening the.xml file in a browser from the client's workstation. 15

16 How to avoid problems with managed-settings.xml and managedcommunity-configs.xml files Enable debug on both the Sametime Community Server and the test client while testing. On the Sametime Community server edit sametime.ini and change the level to 5, stop and start the Community server: [Debug] POLICY_DEBUG_LEVEL=5 On the Sametime client edit the rcpinstall.properties file to have the following parameters based on the.xml file. managed-settings.xml: com.ibm.collaboration.realtime.policy.sametime.managed-settings.level=finest com.ibm.collaboration.realtime.policy.level=finest com.ibm.rcp.managedsettings.level=finest com.ibm.notes.managedsettings.level=fine (only if Notes Embedded Sametime is the client) managed-community-configs.xml: com.ibm.collaboration.realtime.policy.level=finest com.ibm.collaboration.realtime.community.internal.level=finest com.ibm.notes.managedsettings.level=fine (only if Notes Embedded Sametime is the client) For more information on server side troubleshooting and client side troubleshooting:

17 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 17

18 Example of managed-settings.xml This file will change the Contact List preference to Replace the local with the server copy when the local Contact List gets out of synch with vpuserinfo.nsf and it will add a meeting server. <ManagedSettings> #define contact list synchronization action Hidden attribute <settinggroup name="com.ibm.collaboration.realtime.imhub"> <setting name="showbuddylistconflictdialog" value="false"/> <setting name="buddylistconflictpref" value="replacelocal" locked="true"/> </settinggroup> #define adding meeting server <settinggroup name="com.ibm.rtc.meetings.shelf"> <setting name="servername" value="stcomm9ameeting.austin.ibm.com"/> <setting name="usehttps" value="true"/> <setting name="canremoveserver" value="false"/> <setting name="communityservername" value="yorkiewas852.austin.ibm.com"/> </settinggroup> </ManagedSettings> Options available: Set as read-only by specifying a locked="true" attribute on the preference line. Overwrite settings made by the user with overwriteunlocked="true" attribute on the preference line. restartrequired="true" creates user prompt to restart the client as soon as managed setting is applied. LastModDate is timestamp YYYYMMDDThhmmssZ If used, every change to a setting group must be accompanied by a change to the lastmoddate attribute or the new values will not be updated. If no lastmoddate is specified, the values are always updated, even if they are not new. 18

19 Client Preference changes from managed-settings.xml After the client logs in, their preferences are changed to the managed-settings.xml settings. 19

20 Client files affected by managed-settings.xml You can check the client's \.metadata\.plugins\org.eclipse.core.runtime\.settings\*.prefs file and find the new preference settings. #define contact list synchronization action <settinggroup name="com.ibm.collaboration.realtime.imhub"> <setting name="showbuddylistconflictdialog" value="false"/> <setting name="buddylistconflictpref" value="replacelocal"/> </settinggroup> #define adding meeting server <settinggroup name="com.ibm.rtc.meetings.shelf"> <setting name="servername" value="stcomm9ameeting.austin.ibm.com"/> <setting name="usehttps" value="true"/> <setting name="canremoveserver" value="false"/> <setting name="communityservername" value="yorkiewas852.austin.ibm.com"/> </settinggroup> 20

21 Client trace from managed-settings.xml 21

22 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 22

23 Examples of managed-community-configs.xml Only define attributes that are mandatory! A few examples of actions, "update", "delete" and "reset" : First example will delete an existing community: <managed-communities> <managed-community id="stcomm9.austin.ibm.com" host="stcomm9.austin.ibm.com"/> <managed-community-action type="delete" managed-community-id="stcomm9.austin.ibm.com"/> </managed-communities> Second example will change the host name and a few parameters of an existing community: <managed-communities> <managed-community id="stcomm9.austin.ibm.com" host="stcomm9.austin.ibm.com" newhost="stmeet.austin.ibm.com" loginbytoken="false" loginatstartup= true savepassword= true /> <managed-community-action type="update" managed-community-id="stcomm9.austin.ibm.com"/> </managed-communities> Reset actions are used to reset the client configuration to a new default community. If found, it is applied before any other action type and no other actions are processed. The user is prompted to restart, but may opt not to. The managed community referenced by the reset action represents the new default community that is to be used when the user next restarts. <managed-communities> <managed-community id="newdefault.austin.ibm.com" host="newdefault.austin.ibm.com"/> <managed-community-action type="reset" managed-community-id="newdefault.austin.ibm.com"/> </managed-communities> 23

24 Example of managed-community-configs.xml This file will add a new Community Server which is named stcomm9.austin.ibm.com, enable token authentication with Domino SSO and set authentication host to <managed-communities> <managed-community id="stcomm9.austin.ibm.com" host="stcomm9.austin.ibm.com" loginbytoken="true" authserverurl=" authtype="st-domino-sso" /> <managed-community-action type="add" managed-community-id="stcomm9.austin.ibm.com"/> </managed-communities> 24

25 Client file affected by managed-community-configs.xml You can check the client's \.metadata\.plugins\com.ibm.collaboration.realtime.community.sametime\community-config.xml 25

26 Client trace from managed-community-configs.xml 26

27 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 27

28 Where to get more information on managed-settings.xml and managed-community-configs.xml Software Support Engineer, Briyar Ahmed has a You Tube on his tool - IBM Sametime Client Preferences XML Generator Link to the tool: For more information on Sametime Policies, watch Open Mic - Troubleshooting IBM Sametime Policies - 30 March Sametime Administration Guide link to Client Preferences: Sametime Administration Guide link to Community Settings: For more information on server side troubleshooting and client side troubleshooting: Managed Settings file name must be "managed-settings.xml" - Sametime Managed-community-configs to Push New Community Server Does Not Work New Managed-settings.xml Preference File is Not Being Applied to Sametime Standalone or Notes Embedded Client 28

29 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 29

30 Where to Enable Managed Setting in Domino Custom Policies Domino policy settings are enabled via the Domino Admin Client Policies types are Organization or Explicit and control how users work within Notes. The Desktop policy setting document is used to specify Managed Settings via Custom Settings. Custom settings implement Sametime Preference but only to Notes Embedded Sametime clients Policy settings can be assigned and applied to users and/or groups. Desktop policy settings are enforced the first time a user logs in to Notes or completes setup. The Dynamic Client Configuration task on the Notes client will update the preferences. 30

31 Enabling Desktop Setting Domino Administrator Client 31

32 Enabling Desktop Setting The Domino desktop policy settings document Custom Settings tab contains a Managed Settings option, which enables you to specify Eclipse preferences using the pluginid/preferenceid=preferencevalue format. 32

33 Adding Managed Setting Notes uses the managed settings provider com.ibm.notes.managedsettings.provider to interact with Domino policy using the dynamic client configuration (DynConfig) construct; which checks policy when Notes starts a session with its home mail server. The client message, Notes Configuration Settings refreshed indicates that the DynConfig process has applied and updated user policies. The user's local Eclipse preference store is updated when policy refresh occurs. Use the Enforce option to push the value pair to overwrite any other previously set value for the setting. Use the Set initial value option to provide an initial policy setting. 33

34 Making the Policy Settings Assignment Create or use existing Domino policy (Organization or Explicit) Select the Desktop policy setting document Assign policy to users or groups 34

35 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 35

36 Verifying Policy assignment (server) Domino Server Use Policy Synopsis Person Document, Administrative tab to see assigned policy Open the Policy Synopsis database document 36

37 Verifying Policy assignments (Server - continued) Detailed Policy Synopsis Open the last entry in the list for most recent synopsis Assigned Managed Settings: 37

38 Verifying Policy Assignmens (client) Client's Dynamic Configuration task updates the policy settings can manually run (Ndyncfg.exe) Policy settings can be found in the hidden view $policies in the user's Contacts Open Contacts: Hold CTRL + SHIFT, then click View Goto to see hidden views $policies or open Contacts with the Designer Client Opening the $policies document generates an error Cannot locate form: PolicyDesktop but opens document Clear the $policies view - restart the client to update the policy settings may take several restarts 38

39 Verifying Policy Assignment (client continued) To view the contents of the policy convert the Contacts using the Pubname.ntf Values should appear as depicted in the Domino Directory Contacts Designed Replaced 39

40 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 40

41 Domino Desktop Setting - Caveats The Dynamic Client must run to update policy setting may need to restart client several times Desktop setting implemented only apply to the Sametime Embedded client Not Connect client There is a limit to the number of Managed-setting that can be implemented Reset User preference action can be used to effect the preference settings 41

42 Troubleshooting Domino custom policy Debug parameters 42

43 Agenda When to use managed-settings.xml, Domino custom policies and managed-community-configs.xml Where to find tables of client preference settings How to avoid problems with managed-settings.xml and managed-community-configs.xml files Example of managed-settings.xml and review of trace Example of managed-community-configs.xml and review of trace Where to get more information on managed-settings.xml and managed-community-configs.xml Where to enable managed settings in Domino Custom Policies Verify Domino custom policy setting assignment Troubleshooting Domino custom policy References and Resources for Domino custom policy 43

44 References and Resources for Domino custom policy Open Mic: Troubleshooting Policies on a Domino Server Open Mic: Q&A: Lotus Domino Policies

45 Questions Press *1 on your telephone to ask a question. Visit our Support Technical Exchange page or our Facebook page for details on future events. To help shape the future of IBM software, take this quality survey and share your opinion of IBM software used within your organization: IBM Collaboration Solutions Support page IBM Collaboration Solutions Support 45