Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes

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1 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes Release 9.0 Issue 1 January 2017

2 , Avaya, Inc. All Rights Reserved. Notice While reasonable efforts have been made to ensure that the information in this document is complete and accurate at the time of printing, Avaya assumes no liability for any errors. Avaya reserves the right to make changes and corrections to the information in this document without the obligation to notify any person or organization of such changes. Documentation disclaimer Documentation means information published in varying mediums which may include product information, operating instructions and performance specifications that are generally made available to users of products. Documentation does not include marketing materials. Avaya shall not be responsible for any modifications, additions, or deletions to the original published version of Documentation unless such modifications, additions, or deletions were performed by or on the express behalf of Avaya. 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5 Contents Chapter 1: About the Avaya Equinox Add-in for IBM Lotus Notes... 6 Chapter 2: Installing the Avaya Equinox Add-in for IBM Lotus Notes... 7 Meeting the System Requirements... 7 Verifying Requires Services are Running... 8 Integrating Installation files to Domino Server... 9 Creating a Template in the Domino Admin Interface Creating Forms and Script Libraries in the Domino Admin Interface Chapter 3: Configuring the Avaya Equinox Add-in for IBM Lotus Notes Modifying Users to Use the Add-on Template Configuring Domino Web Single Sign-on Assigning the Add-on to an Execution Control List Configuring the Domino Server Chapter 4: Uninstalling the Avaya Equinox Add-in for IBM Lotus Notes Reverting to the Default Mail Template Removing the Add-on Database Removing the Add-on Template January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 5

6 Chapter 1: About the Avaya Equinox Add-in for IBM Lotus Notes The Avaya Equinox Add-in for IBM Lotus Notes is a separately deployed plug-in which allows users to schedule, modify, cancel and manage Equinox Management meetings using the IBM Lotus Notes interface. This version supports Lotus Domino Server versions 8.0, 8.5, 8.5.1, and Contact your system administrator for installation information. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 6

7 Chapter 2: Installing the Avaya Equinox Add-in for IBM Lotus Notes This section details the steps required to prepare for installation, and then perform the installation of the Avaya Equinox Add-in for IBM Lotus Notes. Meeting the System Requirements on page 7 Verifying Requires Services are Running on page 8 Integrating Installation files to Domino Server on page 9 Creating a Template in the Domino Admin Interface on page 11 Creating Forms and Script Libraries in the Domino Admin Interface on page 13 Meeting the System Requirements The following prerequisites are required for successful installation and operation of the Avaya Equinox Add-in for IBM Lotus Notes: Lotus Domino Server: - Supported versions: 8.0, 8.5, 8.5.1, and Running DIIOP HTTP services - Configured with LTPA token - Lotus Domino Administrator and Designer interfaces must be available Each user should have a dedicated account for receiving meeting messages including meeting accept and decline messages. Equinox Management deployments require: A dedicated Equinox Management server which the Avaya Equinox Add-in for IBM Lotus Notes can connect to. This Equinox Management server should be configured to work with IBM Domino server LDAP Directory service. Assign at least one virtual room to each user. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 7

8 Installing the Avaya Equinox Add-in for IBM Lotus Notes Scopia Desktop deployments require: A dedicated Scopia Desktop Server which the Avaya Equinox Add-in for IBM Lotus Notes can connect to. Installing the Avaya Equinox Add-in for IBM Lotus Notes on page 7 Verifying Requires Services are Running About this task The Avaya Equinox Add-in for IBM Lotus Notes requires several sevices to be running on the Lotus Domino server. This section details how to verify they are present, or enable them if they are missing. Procedure 1. Use a text editing application to open C:\Program Files\IBM\Lotus\Domino\notes.ini. 2. Locate the line starting with: ServerTasks=Update,Replica,Router 3. Verify that DIIOP and HTTP are in the list of tasks in that line. Add them if they are not present. 4. Restart your Domino server. 5. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 6. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 7. Select the <domain_name > > Server > Status tab. 8. Select Server Tasks from the left-hand pane. 9. Verify that the DIIOP Server and HTTP Server tasks appear. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 8

9 Integrating Installation files to Domino Server Figure 1: Verifying DIIOP and HTTP Services Installing the Avaya Equinox Add-in for IBM Lotus Notes on page 7 Integrating Installation files to Domino Server About this task This section details how to integrate several of the installation files you received as part of the Avaya Equinox Add-in for IBM Lotus Notes using the Domino Designer interface. Before you begin Copy the following Avaya Equinox Add-in for IBM Lotus Notes installation files to a location accessible by the Domino server: Setup<version>.nsf(where <version> represents the version number of your Lotus Domino Server) containing the agents used to install or upgrade Avaya Equinox Add-in for IBM Lotus Notes. Several.dxl files containing the code used to install Avaya Equinox Add-in for IBM Lotus Notes. - IVAgentLib.dxl - IVClientConfig.dxl - IVConfig.dxl - IVForm.dxl January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 9

10 Installing the Avaya Equinox Add-in for IBM Lotus Notes - IVShareLib.dxl - IVSubForm.dxl - LotusAddonAppletJar.dxl - MeetingAgent.dxl - SDAccessAgent.dxl Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Designer to connect to the target Domino server. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select File > Application > Open in the Lotus Domino Designer interface. 4. Browse to setup<version>.nsf, one of the installation files for the Avaya Equinox Add-in for IBM Lotus Notes which you copied earlier, and select Open. 5. Select the setup icon in the left panel to expand it. 6. Select Code > Agents. Figure 2: Lotus Domino Designer Agents January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 10

11 Creating a Template in the Domino Admin Interface 7. Sign the agents as follows: a. Select the Create IVConfig.nsf agent, and select the Sign button to integrate the Avaya Equinox Add-in for IBM Lotus Notes configuration screen. b. Select the Create mail<version > _IV.ntf agent, and select the Sign button. to integrate meeting templates from the Avaya Equinox Add-in for IBM Lotus Notes. 8. Right-click the Create IVConfig.nsf agent and select Run. 9. Select File > Application > Open and browse to the IVConfig.dxl file, one of the installation files for the Avaya Equinox Add-in for IBM Lotus Notes. 10. Select Open. 11. Right-click the Create mail<version > _IV.ntf agent and select Run. 12. Select File > Application > Open and browse to the IVAgentLib.dxl file, another of the installation files for the Avaya Equinox Add-in for IBM Lotus Notes. 13. Close the Domino Designer interface. Installing the Avaya Equinox Add-in for IBM Lotus Notes on page 7 Creating a Template in the Domino Admin Interface About this task This section details how to adopt the mail template in the Mail<version>_IV.ntf file to be the default template for videoconferencing invitations. Before you begin Integrate the Avaya Equinox Add-in for IBM Lotus Notes installation file mail<version>_iv.ntf. For more information, see Integrating Installation files to Domino Server on page 9 Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select the <domain_name > > Files tab. 4. Select All file types in the Show me field. 5. Locate the mail<version>_iv.ntf file in the list. 6. Right-click mail<version>_iv.ntf and select Properties. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 11

12 Installing the Avaya Equinox Add-in for IBM Lotus Notes Figure 3: Properties of the mail NTF file 7. Select the Design tab (the fourth tab from the left). 8. Select Database file is master template. 9. Enter StdMail<version>_IV in the Template Name field. 10. Close the window and save your changes. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 12

13 Creating Forms and Script Libraries in the Domino Admin Interface 11. Close the Domino Administrator interface. Installing the Avaya Equinox Add-in for IBM Lotus Notes on page 7 Creating Forms and Script Libraries in the Domino Admin Interface About this task This procedure edits the window layouts and scripts required to intgrate the Avaya Equinox Add-in for IBM Lotus Notes into the Domino server. Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Designer. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select File > Application > Open in the Lotus Domino Designer interface. 4. Select the Domino server that has the Avaya Equinox Add-in for IBM Lotus Notes installed from the Look in field. 5. Select Mail <version > IV Addon from the database list, and then select Open. Figure 4: Locating the Mail Addon in Domino 6. Double-click _Calender Entry in the list of forms. 7. Scroll to the end of the code that appears above the list of forms and locate the Body field. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 13

14 Installing the Avaya Equinox Add-in for IBM Lotus Notes Figure 5: Body field in calendar entry form 8. Place your cursor next to the Body field and then select Create > Resource > Insert Subform from the menu at the top of the screen. 9. Select IVSubForm from the Insert Subform window to add the Avaya Equinox Add-in for IBM Lotus Notes subform. 10. Select OK and verify that the subform is inserted near the Body field. Figure 6: IVSubForm inserted 11. Save and close the _Calendar Entry Form tab. 12. Select View > Go to > Views from the menu at the top of the screen to display all views in the Mail <version> IV Addon database. 13. Double-click ($Calendar). 14. Select View again from the menu at the top of the screen and verify that Action Pane is selected. The Action Pane is on the right-hand side of the screen. 15. Right-click Unfilter and select Create Action. Figure 7: Action Pane 16. Enter SCOPIA Settings in the Name field in the first tab of the Actions dialog box. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 14

15 Creating Forms and Script Libraries in the Domino Admin Interface 17. Select Hide action if formula is true in the second tab of the Action dialog box, and select Formula Window. 18. Paste the following code in the Edit Formula window: "1" 19. Select Done to close the Action window. 20. Paste the following code in the (Action): Click window: @Return(0);"") 21. Select the Mail <version > IV Addon tab. Figure 8: Adding code to Action: Click window 22. Select View > Go to > Forms from the menu at the top of the screen. 23. Double-click _Calender Entry in the list of forms that displays. 24. Select View again from the menu at the top of the screen and verify that Programmer s Pane is selected. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 15

16 Installing the Avaya Equinox Add-in for IBM Lotus Notes 25. Select (Globals)Appointment > (Options) in the Objects tab and add the following line at the end of the code: Use "IVShareLib" Figure 9: Global Appointment Object 26. Select Appointment (Form) > Queryopen in the Objects tab. 27. Search for CSCalendarEntry in the code and replace with IVCSWrapper. 28. Save and close the form. Figure 10: Replace code with IVCSWrapper 29. Enter code into the CSUIViewClass Script Library as follows: a. Select the Mail <version > IV Addon tab. b. Select View > Go to > Script Libraries from the menu at the top of the screen to display all script libraries for the Mail (R0) IV Addon database. c. Double-click CSUIViewClass. d. Select CSUIViewClass > (Options) in the Objects tab and add the following line at the end of the code: Use "IVShareLib" January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 16

17 Creating Forms and Script Libraries in the Domino Admin Interface e. Select CSUIViewClass > InitEventObject in the Objects tab. f. Search for CSEventNotes in the code and replace it with IVCalendarWrapper. g. Save and close the script library. Installing the Avaya Equinox Add-in for IBM Lotus Notes on page 7 January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 17

18 Chapter 3: Configuring the Avaya Equinox Add-in for IBM Lotus Notes This section details the integration of the Avaya Equinox Add-in for IBM Lotus Notes template to the usernames of those who access the powerful features of Equinox Solution. Modifying Users to Use the Add-on Template on page 18 Configuring Domino Web Single Sign-on on page 19 Assigning the Add-on to an Execution Control List on page 20 Configuring the Domino Server on page 22 Modifying Users to Use the Add-on Template About this task This section details how to modify Domino user profiles so they use the newly integrated Avaya Equinox Add-in for IBM Lotus Notes template. Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select the <Domain_name > > People & Groups > Add Group. 4. Create a user group called Notes_Video_conf_sched_group. 5. Assign all users to this group to see the user interface of the Avaya Equinox Add-in for IBM Lotus Notes. 6. Select the the tabs <Domain_name > > Server > Status > Server Console to access the Domino server console. 7. Enter the following command in the Domino Command field to integrate the Avaya Equinox Add-in for IBM Lotus Notes template for a single user: >> load convert mail\<username>.nsf * mail<version>_iv.ntf January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 18

19 Configuring Domino Web Single Sign-on To change all mail files in the mail directory, enter the following command: load convert mail\*.nsf * mail<version>_iv.ntf Important: For Linux implementations, use forward slash ('/'), not backslash. Configuring the Avaya Equinox Add-in for IBM Lotus Notes on page 18 Configuring Domino Web Single Sign-on About this task Implementing Single Sign-on (SSO) enables users to access the functionality of the Avaya Equinox Add-in for IBM Lotus Notes without having to repeatedly login. Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select the <Domain_name > > Configuration tabs. 4. Select Server > Current Server Document in the left pane. 5. Select Create Web > SSO Configuration. Figure 11: Add-on SSO Configuration 6. Enter the Equinox Management server DNS domain in the DNS Domain field. For example, mycompany.com. 7. Select the arrow next to the Domino Server Names field to display the Select Name dialog box. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 19

20 Configuring the Avaya Equinox Add-in for IBM Lotus Notes 8. Select the name of the Domino server with the Avaya Equinox Add-in for IBM Lotus Notes installed from the list in the left panel, and move it to the Names list in the right panel. 9. Select OK. 10. Verify that the name of the Domino server with the Avaya Equinox Add-in for IBM Lotus Notes installed appears in the Domino Server Names field. 11. Select Keys > Create Domino SSO Key to generate a new key. 12. Select Save & Close. 13. Select the Configuration tab. 14. Select Server > Current Server Document > Internet Protocols > Domino Web Engine. 15. Select Edit Server. 16. Select Multiple Servers (SSO) in the Session authorization option. 17. Select LtpaToken in the Set Web SSO Configuration option. 18. Select Basics. Verify the Load Internet configurations from Server\Internet Sites documents field is set to Disabled. 19. Select Save & Close to save your changes. Configuring the Avaya Equinox Add-in for IBM Lotus Notes on page 18 Assigning the Add-on to an Execution Control List About this task Assign an Execution Control List (ECL) to users so that they can execute the Avaya Equinox Add-in for IBM Lotus Notes client-side module. Create a new policy which allows users to run the Avaya Equinox Add-in for IBM Lotus Notes, and then assign this policy to user group you created earlier: Notes_Video_conf_sched_group. Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select the Domain tab displaying the name of your Lotus Domino server. 4. Select the Configuration tab. 5. Select Policies > Create in the right panel to create a new policy. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 20

21 Assigning the Add-on to an Execution Control List Figure 12: Create Policy for the videoconferencing user group 6. Select Policy in the window and select OK. 7. Select Basics and enter a name for the policy in the Policy name field such as SM_POLICY. 8. Select New next to the Security field to create new security settings. 9. Enter a name for the new security setting in the Basics tab such as SM_SECURITY. 10. Select Execution Control List. 11. Select Refresh in the Set Update Mode field. 12. Select Manage next to Admin ECL. 13. Enter a name for the ECL in the Create New Admin ECL field such as SM_ECL. 14. Select OK and then Edit. 15. Select Allow user to modify and Workstation security. 16. Select Add and then select the icon to specify the users that have permission to modify workstation security. 17. Select Java applet security and repeat Select the following access options: Access to file system Access to Notes Java classes Access to network addresses Printing Access to system properties Dialog and clipboard access Process-level access 19. Select Save & Close to save your changes. Configuring the Avaya Equinox Add-in for IBM Lotus Notes on page 18 January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 21

22 Configuring the Avaya Equinox Add-in for IBM Lotus Notes Configuring the Domino Server About this task This section describes how to perform the server-side configuration for the Avaya Equinox Add-in for IBM Lotus Notes. Create a new policy which allows users to run the Avaya Equinox Add-in for IBM Lotus Notes, and then assign this policy to the user group you created earlier: Notes_Video_conf_sched_group. Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select the <Domain_name > > Files tab. 4. Select Databases only in the Show me field. 5. Double-click ivconfig.nsf in the database list The Equinox Management Administrator Settings window displays. Use this window to configure the Equinox Management or Scopia Desktops that users can connect to for meeting scheduling. 6. In the Add Server section: Set the type of server URL that you want to add in the Server Type field. Enter a name for the server that you want to add in the Server Name field. Enter the server URL in the Server URL field. For Equinox Management use the format For Scopia Desktop Server use the format 7. Select Add to list. 8. (Optional) Select Remove from list to remove any defined server from the Select List section. 9. (Optional) Select Check Server Status to verify that the server is reachable. The server must be reachable for the Avaya Equinox Add-in for IBM Lotus Notes to function properly. 10. (Optional) Select Generate LTPA token in the Advanced section to verify that a secure communication mechanism has been properly configured between the Lotus Domino server and the Equinox Management server. If a new LTPA token is displayed in the Status field, secure communication has been properly configured. Configuring the Avaya Equinox Add-in for IBM Lotus Notes on page 18 January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 22

23 Chapter 4: Uninstalling the Avaya Equinox Add-in for IBM Lotus Notes This section details how to remove the Avaya Equinox Add-in for IBM Lotus Notes from a Domino server. Reverting to the Default Mail Template on page 23 Removing the Add-on Database on page 24 Removing the Add-on Template on page 24 Reverting to the Default Mail Template About this task Reverting to the default mail template is the same as during the installation, but reversing from the customized ntf file to the original default mail file. Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select <Domain_name > > Server > Status. 4. Select Server Console from the list. 5. Enter the following command in the Domino Command field to revert back to the default mail template for a single user: >> load convert mail\<username>.nsf * mail<version>.ntf To change all mail files in the mail directory, enter the following command: load convert mail\*.nsf * mail<version>.ntf Important: For Linux implementations, use forward slash ('/'), not backslash. January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 23

24 Uninstalling the Avaya Equinox Add-in for IBM Lotus Notes Uninstalling the Avaya Equinox Add-in for IBM Lotus Notes on page 23 Removing the Add-on Database Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select <Domain_name > > Files. 4. Select Databases Only in the Show me field. 5. Right-click ivconfig.nsf and select Delete Database. 6. Select Also delete replicas of this database on all other servers. 7. Select OK to delete this database. Uninstalling the Avaya Equinox Add-in for IBM Lotus Notes on page 23 Removing the Add-on Template About this task This section details how to remove the template (mail<version> Add On) from the Domino server Procedure 1. Select Start > Programs > Lotus Applications > Lotus Domino Administrator. 2. Sign in using the LocalDomainAdmins account supplied by your Domino Server administrator. 3. Select Domain_name > Files. 4. Select All file types in the Show me field. 5. Right-click Mail<version > IV Addon and select Delete Database. 6. Select Also delete replicas of this database on all other servers. 7. Select OK to delete this database. Uninstalling the Avaya Equinox Add-in for IBM Lotus Notes on page 23 January 2017 Deployment Guide for Avaya Equinox Add-in for IBM Lotus Notes 24

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