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

Transcription

1 Deployment Guide for Avaya Scopia Add-in for IBM Lotus Notes For Solution 8.3 March 2014

2 Avaya Inc. All intellectual property rights in this publication are owned by Avaya Inc. and are protected by United States copyright laws, other applicable copyright laws and international treaty provisions. Avaya Inc. retains all rights not expressly granted. All product and company names herein may be trademarks of their registered owners. This publication is AVAYA Confidential & Proprietary. Use pursuant to your signed agreement or Avaya policy. No part of this publication may be reproduced in any form whatsoever or used to make any derivative work without prior written approval by Avaya Inc. No representation of warranties for fitness for any purpose other than what is specifically mentioned in this guide is made either by Avaya Inc. or its agents. Avaya Inc. reserves the right to revise this publication and make changes without obligation to notify any person of such revisions or changes. Avaya Inc may make improvements or changes in the product(s) and/or the program(s) described in this documentation at any time. If there is any software on removable media described in this publication, it is furnished under a license agreement included with the product as a separate document. If you are unable to locate a copy, please contact Avaya Inc and a copy will be provided to you. Unless otherwise indicated, Avaya registered trademarks are registered in the United States and other territories. All registered trademarks recognized. For further information contact Avaya or your local distributor or reseller. Deployment Guide for Avaya Scopia Add-in for IBM Lotus Notes, March 26, Notices 2

3 Table of Contents Chapter 1: About the Scopia Add-in for IBM Lotus Notes Chapter 2: Installing the Scopia Add-in for IBM Lotus Notes Meeting the System Requirements... 5 Verifying Requires Services are Running...5 Integrating Installation files to Domino Server...7 Creating a Template in the Domino Admin Interface... 9 Creating Forms and Script Libraries in the Domino Admin Interface...11 Chapter 3: Configuring the Scopia Add-in for IBM Lotus Notes Modifying Users to Use the Add-on Template...16 Configuring Domino Web Single Sign-on...17 Assigning the Add-on to an Execution Control List...18 Configuring the Domino Server Chapter 4: Uninstalling the Scopia Add-in for IBM Lotus Notes Reverting to the Default Mail Template...21 Removing the Add-on Database Removing the Add-on Template...22 Table of Contents 3

4 Chapter 1 About the Scopia Add-in for IBM Lotus Notes The Scopia Add-in for IBM Lotus Notes is a separately deployed plug-in which allows users to schedule, modify, cancel and manage Scopia Management meetings using the IBM Lotus Notes interface. This version supports Lotus Domino Server versions 8.0, 8.5, 8.5.1, 8.5.2, and Contact your system administrator for installation information. About the Scopia Add-in for IBM Lotus Notes 4

5 Chapter 2 Installing the Scopia Add-in for IBM Lotus Notes This section details the steps required to prepare for installation, and then perform the installation of the Scopia Add-in for IBM Lotus Notes. Navigation Meeting the System Requirements on page 5 Verifying Requires Services are Running on page 5 Integrating Installation files to Domino Server on page 7 Creating a Template in the Domino Admin Interface on page 9 Creating Forms and Script Libraries in the Domino Admin Interface on page 11 Meeting the System Requirements The following prerequisites are required for successful installation and operation of the Scopia 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. Scopia Management deployments require: A dedicated Scopia Management server which the Scopia Add-in for IBM Lotus Notes can connect to. This Scopia Management server should be configured to work with IBM Domino server LDAP Directory service. Assign at least one virtual room to each user. Scopia Desktop deployments require: A dedicated Scopia Desktop server which the Scopia Add-in for IBM Lotus Notes can connect to. Installing the Scopia Add-in for IBM Lotus Notes 5

6 Verifying Requires Services are Running About this task The Scopia 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. Installing the Scopia Add-in for IBM Lotus Notes 6

7 Figure 1: Verifying DIIOP and HTTP Services 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 Scopia Add-in for IBM Lotus Notes using the Domino Designer interface. Before you begin Copy the following Scopia Add-in for IBM Lotus Notesinstallation 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 Scopia Add-in for IBM Lotus Notes. Several.dxl files containing the code used to install Scopia Add-in for IBM Lotus Notes. IVAgentLib.dxl IVClientConfig.dxl IVConfig.dxl IVForm.dxl IVShareLib.dxl IVSubForm.dxl LotusAddonAppletJar.dxl Installing the Scopia Add-in for IBM Lotus Notes 7

8 Procedure MeetingAgent.dxl SDAccessAgent.dxl 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 Scopia 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 Shared Code > Agents. 7. Sign the agents as follows: Figure 2: Lotus Domino Designer Agents a. Select the Create IVConfig.nsf agent, and select the Sign button to integrate the Scopia 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 Scopia Add-in for IBM Lotus Notes. 8. Right-click the Create IVConfig.nsf agent and select Run. Installing the Scopia Add-in for IBM Lotus Notes 8

9 9. Select File > Application > Open and browse to the IVConfig.dxl file, one of the installation files for the Scopia 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 Scopia Add-in for IBM Lotus Notes. 13. Close the Domino Designer interface. 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 Scopia Add-in for IBM Lotus Notes installation file mail<version>_iv.ntf. For more information, see Integrating Installation files to Domino Server on page 7 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. Installing the Scopia Add-in for IBM Lotus Notes 9

10 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. 11. Close the Domino Administrator interface. Installing the Scopia Add-in for IBM Lotus Notes 10

11 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 Scopia 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 Scopia 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. Installing the Scopia Add-in for IBM Lotus Notes 11

12 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 Scopia 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. Installing the Scopia Add-in for IBM Lotus Notes 12

13 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. Installing the Scopia Add-in for IBM Lotus Notes 13

14 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" Installing the Scopia Add-in for IBM Lotus Notes 14

15 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 Scopia Add-in for IBM Lotus Notes 15

16 Chapter 3 Configuring the Scopia Add-in for IBM Lotus Notes This section details the integration of the Scopia Add-in for IBM Lotus Notes template to the usernames of those who access the powerful features of Scopia Solution. 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 Scopia 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 Scopia 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 Scopia Add-in for IBM Lotus Notes template for a single user: >> load convert mail\<username>.nsf * mail<version>_iv.ntf 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 Scopia Add-in for IBM Lotus Notes 16

17 Configuring Domino Web Single Sign-on About this task Implementing Single Sign-on (SSO) enables users to access the functionality of the Scopia 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 Scopia 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. 8. Select the name of the Domino server with the Scopia 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 Scopia 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. Configuring the Scopia Add-in for IBM Lotus Notes 17

18 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. 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 Scopia Add-in for IBM Lotus Notes client-side module. Create a new policy which allows users to run the Scopia 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. Configuring the Scopia Add-in for IBM Lotus Notes 18

19 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 Scopia Add-in for IBM Lotus Notes 19

20 Configuring the Domino Server About this task This section describes how to perform the server-side configuration for the Scopia Add-in for IBM Lotus Notes. Create a new policy which allows users to run the Scopia 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 Scopia Management Administrator Settings window displays. Use this window to configure the Scopia 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 Scopia 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 Scopia 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 Scopia Management server. If a new LTPA token is displayed in the Status field, secure communication has been properly configured. Configuring the Scopia Add-in for IBM Lotus Notes 20

21 Chapter 4 Uninstalling the Scopia Add-in for IBM Lotus Notes This section details how to remove the Scopia Add-in for IBM Lotus Notes from a Domino server. Navigation Reverting to the Default Mail Template on page 21 Removing the Add-on Database on page 22 Removing the Add-on Template on page 22 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. Uninstalling the Scopia Add-in for IBM Lotus Notes 21

22 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. 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 Scopia Add-in for IBM Lotus Notes 22

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