ibm.com/redbooks Redpaper
Domino Access for
Microsoft Outlook
Ravinder Dhaliwal
Advantagesto using Domino Access for
Micro...
Domino Access for Microsoft Outlook
September 2004
International Technical Support Organization
© Copyright International Business Machines Corporation 2004. All rights reserved.
Note to U.S. Government Users Restricte...
© Copyright IBM Corp. 2004. All rights reserved. iii
Contents
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . ...
iv Domino Access for Microsoft Outlook
4.1.1 End-user minimum hardware requirements for DAMO . . . . . . . . . . . 48
4.1....
© Copyright IBM Corp. 2004. All rights reserved. v
Notices
This information was developed for products and services offere...
vi Domino Access for Microsoft Outlook
Trademarks
The following terms are trademarks of the International Business Machine...
© Copyright IBM Corp. 2004. All rights reserved. vii
Preface
This Redpaper describes Domino® Access for Microsoft® Outlook...
viii Domino Access for Microsoft Outlook
John Bergland is a Project Leader at the International
Technical Support Organiza...
Preface ix
Comments welcome
Your comments are important to us!
We want our papers to be as helpful as possible. Send us yo...
x Domino Access for Microsoft Outlook
© Copyright IBM Corp. 2004. All rights reserved. 1
Chapter 1. Introduction
Domino Access for Microsoft Outlook (DAMO) is a...
2 Domino Access for Microsoft Outlook
1.1 Overview
With the release of the Domino 6.5.1 platform, IBM Lotus is delivering ...
Chapter 1. Introduction 3
DAMO takes the form of a standard MSI installer package which can be easily
installed through an...
4 Domino Access for Microsoft Outlook
them to leverage the increased scalability, reliability and performance
available on...
Chapter 1. Introduction 5
Reducing the amount of unwanted mail makes users more productive,
eliminates wasted storage, and...
6 Domino Access for Microsoft Outlook
and configurations of user, their mail and calendar entries either on an
individual ...
Chapter 1. Introduction 7
Figure 1-1 Using DAMO with Domino mail servers
In some instances an organization may want to uti...
8 Domino Access for Microsoft Outlook
Figure 1-2 Using DAMO with Domino mail servers and a corporate LDAP directory
1.4 Wh...
Chapter 1. Introduction 9
Having a common platform for all client messaging options however helps reduce
the total cost of...
10 Domino Access for Microsoft Outlook
1.5 DAMO overview
Before delving in to the detailed architecture of DAMO it is impo...
Chapter 1. Introduction 11
This is transparent to the Outlook user but the look and feel of the mail
environment is exactl...
12 Domino Access for Microsoft Outlook
Calendar entries
Figure 1-6 shows in more detail how an individual calendar entry i...
Chapter 1. Introduction 13
Free time lookups
Figure 1-7 shows how the Notes and Outlook clients both display free time in
...
14 Domino Access for Microsoft Outlook
Contacts in Outlook
Figure 1-8 shows how contacts appear in Outlook. Again, note ho...
Chapter 1. Introduction 15
Accessing directories in Outlook
Figure 1-9 shows how the Domino directory (and any additional ...
16 Domino Access for Microsoft Outlook
The fact that Domino is able to make other corporate LDAP directories available
to ...
Chapter 1. Introduction 17
1.6.1 Password and security
Figure 1-11 shows the Notes user password and security preferences ...
18 Domino Access for Microsoft Outlook
Figure 1-12 Single Log On options installed in to the Outlook client by DAMO
Import...
Chapter 1. Introduction 19
1.6.2 Out of office
Figure 1-13 shows the Out Of Office preferences installed in to the Outlook...
20 Domino Access for Microsoft Outlook
1.6.3 Replication settings
Replication is the pivotal mechanism used by DAMO for ma...
Chapter 1. Introduction 21
1.6.4 Calendaring and scheduling
Figure 1-15 shows the Calendaring and scheduling options insta...
22 Domino Access for Microsoft Outlook
1.6.5 Domino help in Outlook
Figure 1-16 shows the help information installed in to...
© Copyright IBM Corp. 2004. All rights reserved. 23
Chapter 2. DAMO architecture
This chapter describes the architecture o...
24 Domino Access for Microsoft Outlook
2.1 Detailed DAMO architecture
This section describes the DAMO architecture and the...
Chapter 2. DAMO architecture 25
The first layer is the Outlook client itself which as can bee seen in Figure 2-1 has
not h...
26 Domino Access for Microsoft Outlook
The DAMO layer provides the programming extensions necessary for Outlook
and Domino...
Chapter 2. DAMO architecture 27
The Extension Manager is used to tie in to the standard, proven and reliable
Domino replic...
28 Domino Access for Microsoft Outlook
The polling interval in the replication layer is optimized to use the mail database...
Chapter 2. DAMO architecture 29
For example, a Notes document (e.g., a mail message or calendar invitation) is
“mapped” to...
30 Domino Access for Microsoft Outlook
2.1.6 Outlook service providers
The Outlook client’s operations are dictated by “se...
Chapter 2. DAMO architecture 31
Service providers in use
Figure 2-7 gives examples of how some of the other Outlook servic...
32 Domino Access for Microsoft Outlook
2.1.7 Add-ins integrate with Outlook
As previously mentioned, the DAMO architecture...
Chapter 2. DAMO architecture 33
To Outlook client users, the options and their “look and feel” are familiar and
therefore ...
34 Domino Access for Microsoft Outlook
© Copyright IBM Corp. 2004. All rights reserved. 35
Chapter 3. Instant Team Messenger for
Microsoft Outlook
IBM Lotus has ...
36 Domino Access for Microsoft Outlook
3.1 Instant messaging with Microsoft Outlook
For a number of years now, IBM Lotus h...
Chapter 3. Instant Team Messenger for Microsoft Outlook 37
Similar to DAMO, this Instant TeamMessenger simply installs as ...
38 Domino Access for Microsoft Outlook
Figure 3-2 Buddy List feature in Outlook with Instant TeamMessenger
The buddy list ...
Chapter 3. Instant Team Messenger for Microsoft Outlook 39
Figure 3-3 shows a number of e-mail messages that have been sel...
40 Domino Access for Microsoft Outlook
Figure 3-4 shows an example of journaled chats stored by date, together with a
mean...
Chapter 3. Instant Team Messenger for Microsoft Outlook 41
Instant TeamMessenger also has the ability to show presence awa...
42 Domino Access for Microsoft Outlook
Instant TeamMessenger does not only function from within a user’s e-mail. It is
als...
Chapter 3. Instant Team Messenger for Microsoft Outlook 43
There is no need to “rip and replace” or change the network ope...
44 Domino Access for Microsoft Outlook
Figure 3-7 Outlook with DAMO and Instant TeamMessenger using Domino mail and Sameti...
Chapter 3. Instant Team Messenger for Microsoft Outlook 45
Figure 3-8 Outlook with DAMO & Instant TeamMessenger using Domi...
46 Domino Access for Microsoft Outlook
© Copyright IBM Corp. 2004. All rights reserved. 47
Chapter 4. Installing DAMO
This chapter describes the steps for instal...
48 Domino Access for Microsoft Outlook
4.1 Installing DAMO
This section gives you the hardware and software requirements a...
Chapter 4. Installing DAMO 49
Figure 4-1 Verifying the Outlook installation
5. Your Domino Server(s) must be Domino Server...
50 Domino Access for Microsoft Outlook
6. The next window prompts you for the Install Directory. The default directory is
...
Chapter 4. Installing DAMO 51
Figure 4-3 Enter user and Domino Server name
10.Another installation window will appear, and...
52 Domino Access for Microsoft Outlook
Figure 4-4 Installation progress and creating the MAPI profile
11.Next, a Domino Ma...
Chapter 4. Installing DAMO 53
Figure 4-6 Outlook prompt for profile
After this profile prompt, you may also be prompted wi...
54 Domino Access for Microsoft Outlook
Figure 4-8 Welcome to IBM Lotus Domino Access for Microsoft Outlook e-mail
4.1.4 Mi...
Chapter 4. Installing DAMO 55
5. You must know the hierarchical name of your home Domino Server (for
example, ServerA/East...
56 Domino Access for Microsoft Outlook
7. The next window prompts you for the Install Directory. The default directory is
...
Chapter 4. Installing DAMO 57
Figure 4-11 Installation progress and creating the MAPI profile
10.Please note that if your ...
58 Domino Access for Microsoft Outlook
Figure 4-12 Browse for User ID if not in the person document
11.When you browse to ...
Chapter 4. Installing DAMO 59
Figure 4-14 MAPI profile successfully created
Post installation
When you first start MS Outl...
60 Domino Access for Microsoft Outlook
Figure 4-16 Domino user ID password prompt
When you load Microsoft Outlook, an e-ma...
Chapter 4. Installing DAMO 61
Figure 4-17 Welcome to IBM Lotus Domino Access for Microsoft Outlook e-mail
62 Domino Access for Microsoft Outlook
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Domino access for ms outlook

  1. 1. ibm.com/redbooks Redpaper Domino Access for Microsoft Outlook Ravinder Dhaliwal Advantagesto using Domino Access for Microsoft Outlook (DAMO) Architecture and deployment scenarios An installation guide Front cover
  2. 2. Domino Access for Microsoft Outlook September 2004 International Technical Support Organization
  3. 3. © Copyright International Business Machines Corporation 2004. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. First Edition (September 2004) This edition applies to Domino Access for Microsoft Outlook, Version 6.5.1 Note: Before using this information and the product it supports, read the information in “Notices” on page v.
  4. 4. © Copyright IBM Corp. 2004. All rights reserved. iii Contents Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.2 Key advantages of DAMO with Domino . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1.3 Deployment scenarios for DAMO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 1.4 Why Outlook support is important . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 1.5 DAMO overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1.5.1 Domino mail in Outlook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1.5.2 Domino calendar in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1.6 Domino preferences in Outlook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 1.6.1 Password and security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 1.6.2 Out of office. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 1.6.3 Replication settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 1.6.4 Calendaring and scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 1.6.5 Domino help in Outlook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Chapter 2. DAMO architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 2.1 Detailed DAMO architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 2.1.1 Key design criteria for DAMO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 2.1.2 Overview of DAMO architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 2.1.3 The DAMO Extension Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 2.1.4 The DAMO replication layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 2.1.5 The DAMO mapping module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 2.1.6 Outlook service providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 2.1.7 Add-ins integrate with Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Chapter 3. Instant Team Messenger for Microsoft Outlook. . . . . . . . . . . . 35 3.1 Instant messaging with Microsoft Outlook. . . . . . . . . . . . . . . . . . . . . . . . . 36 3.1.1 Deployment scenarios for Instant TeamMessenger . . . . . . . . . . . . . 42 Chapter 4. Installing DAMO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 4.1 Installing DAMO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
  5. 5. iv Domino Access for Microsoft Outlook 4.1.1 End-user minimum hardware requirements for DAMO . . . . . . . . . . . 48 4.1.2 Administrator software requirements . . . . . . . . . . . . . . . . . . . . . . . . 48 4.1.3 Microsoft Outlook 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 4.1.4 Microsoft Outlook XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
  6. 6. © Copyright IBM Corp. 2004. All rights reserved. v Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A. The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrates programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy, modify, and distribute these sample programs in any form without payment to IBM for the purposes of developing, using, marketing, or distributing application programs conforming to IBM's application programming interfaces.
  7. 7. vi Domino Access for Microsoft Outlook Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: AIX® Domino® ibm.com® IBM® Lotus Notes® Lotus® Notes® Passport Advantage® Redbooks™ Redbooks (logo) ™ S/390® Sametime® WebSphere® The following terms are trademarks of other companies: Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Intel, Intel Inside (logos), MMX, and Pentium are trademarks of Intel Corporation in the United States, other countries, or both. Linux is a trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others.
  8. 8. © Copyright IBM Corp. 2004. All rights reserved. vii Preface This Redpaper describes Domino® Access for Microsoft® Outlook (DAMO), an important new addition to the Domino 6.5.1 extended products. DAMO allows Outlook client users to easily access mail and calendar data stored on Lotus® Domino servers. This paper discusses the many advantages of using the Outlook client with Lotus Domino servers and provides some typical deployment scenarios. A detailed look at the DAMO architecture is given, together with the ability to use IBM® Lotus Instant Messaging (formerly Sametime®) with the Outlook client. This paper also provides DAMO installation instructions for both Outlook 2000 and Outlook XP. The team that wrote this Redpaper This Redpaper was produced by a team of specialists from around the world working at the International Technical Support Organization,Cambridge Center. Ravinder Dhaliwal is a Software Services Manager for IBM Australia. He has over 9 years of consulting experience in the Lotus Domino arena having previously specialized in infrastructure design, deployment, and messaging migration. Increasingly, Ravinder has been involved in a diverse range of software integration projects, designing and deploying solutions that integrate Domino's collaboration capabilities with products, such as WebSphere® Portal Server and Lotus Workplace. He is regularly involved in helping customers with directory integration and single sign-on issues, having extensive experience with LDAP. He has been an instructor for Domino, Sametime, Quickplace and WebSphere Application Server administration courses. Ravinder has worked at IBM Lotus for 4 years and has recently written about Active Directory integration and Domino Access for Microsoft Outlook.
  9. 9. viii Domino Access for Microsoft Outlook John Bergland is a Project Leader at the International Technical Support Organization, Cambridge Center. He manages projects that produce Redbooks about Lotus Software products. Before joining the ITSO in 2003, John worked as an Advisory IT Specialist with IBM Software Services for Lotus (ISSL), specializing in Notes and Domino messaging and collaborative solutions. Thanks to the following people for their contributions to this project: Alan Lepofsky IBM, Cambridge, MA, USA Brendan Crotty IBM, Cambridge, MA, USA Carl Tyler Instant Technologies, Durham, NH, USA Become a published author Join us for a two- to six-week residency program! Help write an IBM Redbook dealing with specific products or solutions, while getting hands-on experience with leading-edge technologies. You'll team with IBM technical professionals, Business Partners and/or customers. Your efforts will help increase product acceptance and customer satisfaction. As a bonus, you'll develop a network of contacts in IBM development labs, and increase your productivity and marketability. Find out more about the residency program, browse the residency index, and apply online at: ibm.com/redbooks/residencies.html
  10. 10. Preface ix Comments welcome Your comments are important to us! We want our papers to be as helpful as possible. Send us your comments about this Redpaper or other Redbooks™ in one of the following ways: Use the online Contact us review redbook form found at: ibm.com/redbooks Send your comments in an email to: redbook@us.ibm.com Mail your comments to: IBM Corporation, International Technical Support Organization Dept. JLU Mail Station P099 2455 South Road Poughkeepsie, New York 12601-5400
  11. 11. x Domino Access for Microsoft Outlook
  12. 12. © Copyright IBM Corp. 2004. All rights reserved. 1 Chapter 1. Introduction Domino Access for Microsoft Outlook (DAMO) is an important new addition to the Domino 6.5.1 extended products. DAMO allows Outlook client users to easily access mail and calendar data stored on Lotus Domino servers. This chapter discusses the many advantages of using the Outlook client with Lotus Domino servers, as well as providing some typical deployment scenarios. 1
  13. 13. 2 Domino Access for Microsoft Outlook 1.1 Overview With the release of the Domino 6.5.1 platform, IBM Lotus is delivering all Domino based collaboration products on a common set of operating systems, languages and supported browsers. This is a significant step in the release, testing and support of these products and most importantly ensures that when installing or upgrading, customers can be confident that all of the 6.5.1 products will work seamlessly with one another as well as being backwards compatible with previous releases. Domino Access for Microsoft Outlook (DAMO), is an important part of the 6.5.1 platform and represents IBM Lotus’ continuing commitment to integrate its technology with software from other vendors, while bringing the many inherent strengths of the Domino collaboration products to bear. DAMO delivers the leading messaging, calendaring, scheduling, and personal information management of Domino to the Outlook 2000 or 2002 client. Once installed, users continue to read their mail, perform calendar and scheduling tasks, and manage their contacts in Outlook just as they always have, however, no retraining is required. Organizations can greatly improve the reliability and scalability of their messaging infrastructure, by upgrading from Microsoft Exchange to Domino,. DAMO allows organizations to accomplish this without needing to change clients. This is significant in helping to minimize end user disruption and to drastically reduce the costs of messaging migration, client deployment and most importantly end user training. Also, by moving from Exchange to Domino, organizations will be migrating to a secure, reliable, and scalable Domino messaging infrastructure that can utilize the hardware, operating system, and directory of their choice. This gives organizations far more deployment flexibility than Microsoft Exchange and allows them to more effectively leverage the performance, scalability, and reliability of different types of hardware, and more significantly a multitude of non Windows® based operating systems. There are several similar solutions to DAMO currently available from other vendors (including Microsoft), however, these generally require the Lotus Notes® client to also be installed on the same workstation as Outlook. In this case, each desktop in the organization has to have new software installed resulting in a significant deployment cost which largely negates the benefit of allowing end users to continue using the Outlook client. DAMO is unique, because it simply installs as a plug-in to the existing Outlook client on the user’s workstation.
  14. 14. Chapter 1. Introduction 3 DAMO takes the form of a standard MSI installer package which can be easily installed through an organization’s existing software distribution tool. An MSI package also has the advantage of being easily tailored for an organization’s specific needs. DAMO also a very small desktop “footprint” (approximately 30 MB), which also helps ease its deployment. Once DAMO is installed, instead of accessing Microsoft Exchange servers, Outlook users will be accessing Lotus Domino servers. This is transparent to Outlook users and provides an increased quality of service owing to the benefits of Domino’s integrated SPAM prevention, streaming replication, network compression, increased network security and most significantly its advanced automated server failover and load balancing features. As a result, the Microsoft Outlook user experience is unchanged with DAMO, as Outlook users simply continue to work with their mail, calendar and task data on Domino instead of Microsoft Exchange. What they are transparently receiving now however are all the additional benefits of Lotus Domino servers. These benefits are discussed in more detail in the next section, 1.2, “Key advantages of DAMO with Domino” on page 3, and throughout the rest of this chapter. 1.2 Key advantages of DAMO with Domino As mentioned previously, DAMO gives Microsoft Outlook users the additional benefits of numerous out of the box Domino features that are not available with Microsoft Exchange. Some of these key benefits are: Multiple operating system support - Lotus Domino servers are supported on multiple hardware platforms and software operating systems (such as Linux®, Solaris, AIX®, OS400, S/390® and Windows), as well as multiple LDAP directories. This gives organizations far more deployment choices and allows Important: All of these features (and many others not covered here), are built in to Domino, and therefore require no additional product purchases or installation. Note: As previously discussed, DAMO is part of the 6.5.1 platform and can be downloaded from the Lotus Passport Advantage® Web site. It is also important to note that DAMO will be shipping as a standard feature of Domino Release 6.5.2.
  15. 15. 4 Domino Access for Microsoft Outlook them to leverage the increased scalability, reliability and performance available on non Windows based operating systems. Clustering - A cluster is a group of Domino servers which provide clients with automatic load balancing and failover if a server or servers in the group are not available. Servers may be inaccessible due to planned outages such as upgrades, or due to unplanned outages such as hardware failures. Clustering is a built in Domino server feature and has been available since Release 4. As it works at the Domino server level it is completely independent of the underlying hardware and operating system thus allowing a cluster to contain servers with completely different hardware and operating systems. This gives organizations far more deployment choices for load balancing and failover and also allows them to leverage the scalability, reliability and performance available with different operating systems. For example a cluster can contain servers running Windows 2000, Linux, Solaris and AIX but the load balancing and failover is automatic and transparent to the client regardless of whether the client is Outlook, the Notes client or even a browser. DAMO therefore takes full advantage of Domino’s built-in advanced clustering features, providing Outlook users with a fully reliable messaging system at all times without any client side configuration or having to purchase any additional failover / load balancing products. Replication and Network Compression - DAMO enables the Outlook client to use Domino’s advanced streaming replication technology to synchronize the native Outlook PST storage file located on the user’s machine, to a Domino based mail file residing on the Domino server. Users work with their mail and calendar offline, and their data is synchronized with the server next time they connect, thus greatly improving end user performance while reducing network bandwidth usage DAMO therefore takes full advantage of the Notes Remote Procedure Call (NRPC) protocol to send mail from client workstations to the Domino server, and for mail routing between servers. Domino’s built-in compression significantly decreases the number of bytes sent during these transactions thus reducing network bandwidth usage, leading to reduce costs. Preventing Unwanted / Unsolicited e-mail - DAMO allows Outlook users to leverage Domino server’s anti-spam technology. This allows administrators to manage SPAM at the server level, therefore drastically reducing the amount of unwanted mail that reaches the user’s inbox. Some of the many Domino anti SPAM features include: – Domino Name System (DNS) Blacklists which allow incoming e-mails to be checked against lists of know SPAM offenders – Server based mail rules where administrators can set filtering conditions based on specific criteria and then define actions to take
  16. 16. Chapter 1. Introduction 5 Reducing the amount of unwanted mail makes users more productive, eliminates wasted storage, and reduces network bandwidth usage. Ease of installation - One of the biggest costs associated with messaging infrastructures and messaging migrations is the cost in deploying new client software and re-training end users. As DAMO installs easily using standard MSI technology, user workstations can be automatically updated using a company's standard software delivery system (such as SMS or Active Directory Services). As a result of using standard MSI technology DAMO installations can be fully scripted and tailored to an organizations specific needs. There are also many solutions and consulting services available from IBM and its Business Partners that can assist with migration and installation. Choice of client access - DAMO supports inter operability between Lotus Notes and Outlook users, including the ability to send and receive e-mail and perform free and busy time lookup and calendar functions for users, rooms and resources. For example, if you have some users using the Lotus Notes client and others using Outlook, they can each view the others’ busy time calendar information and send meeting invitations, without knowing which client the other is using. Also, you can provide your Outlook users access to their mail, calendar, and PIM data via a Web browser (including users running Mozilla on Linux). Domino Preferences in Outlook - DAMO adds a new Domino Preference tab to Outlook’s Options display menu. This integrated display add-in provides users access to many Domino features and settings. Some of the many features users can access from Outlook are: – Change the password for their Notes ID – Enable/Disable the Out of Office agent – Manage replication settings – Set some general preferences for their mail and calendar Greatly reduced migration costs - When migrating existing Exchange users and servers to Domino, organizations may choose to switch all users over at a single time, or more typically to have periods of co-existence where both systems are in production. Domino includes a built in set of automated migration tools for Exchange (as well as numerous other messaging and directory products), called Domino Upgrade Services (DUS). With DUS, organization have complete flexibility when it comes to the migration and configuration of users from Exchange to Domino, but with no additional costs for migration tools. DUS in concert with DAMO therefore gives organizations complete flexibility and control over their migration as it allows them to automate the migration
  17. 17. 6 Domino Access for Microsoft Outlook and configurations of user, their mail and calendar entries either on an individual user basis, or for logical groups of users e.g. by Exchange server, department or geographic location without the cost of purchasing additional migration tools 1.3 Deployment scenarios for DAMO Figure 1-1 on page 7 shows a typical scenario of an Outlook client with DAMO installed accessing their mail on a Domino Server. The Outlook client user simply logs on to their Windows file server as normal (for example an NT4 or Windows 2000 server), and through the Single Log On feature in DAMO is able to access their mail which is now on a Domino server. Notice how the Domino servers in this scenario are clustered for failover despite being on completely different operating systems. Domino clustering allows for active users on both servers and these users can be any mixture of Notes client, Web Browser or Outlook with DAMO users.
  18. 18. Chapter 1. Introduction 7 Figure 1-1 Using DAMO with Domino mail servers In some instances an organization may want to utilize an existing LDAP directory for user and group names. As Domino fully supports the LDAP protocol, DAMO could be used in a scenario where an Outlook user’s mail is stored on a Domino mail server, but the Domino mail server is using a corporate LDAP directory for name and group lookups. This scenario is described in Figure 1-2 on page 8. Note: If the user in the scenario described in Figure 1-2 on page 8 was logging in to Active Directory (as opposed to say Windows NT®), then Active Directory could also act as the Corporate LDAP directory for both the Outlook client and the Domino servers. It should also be noted, that the Domino Directory itself can also be used as a corporate LDAP directory and is frequently deployed by organizations as one.
  19. 19. 8 Domino Access for Microsoft Outlook Figure 1-2 Using DAMO with Domino mail servers and a corporate LDAP directory 1.4 Why Outlook support is important Lotus Domino is widely regarded as superior to Microsoft Exchange as a messaging and calendar server. This is largely because Domino offers a consistent, enterprise grade architecture, better reliability, built in automated failover and load balancing together with virus handling and anti spam protection features that are significantly more robust than those of Microsoft Exchange. However, despite these features, changing the Outlook client is often strongly resisted by end users as change = trauma. This in turn can lead to a loss in user productivity and therefore an overall rise in costs.
  20. 20. Chapter 1. Introduction 9 Having a common platform for all client messaging options however helps reduce the total cost of ownership (TCO) of a messaging and collaboration environment. It is also quite common for organizations to operate multiple messaging systems which may comprise both Lotus Domino and Microsoft Exchange. This is often typically the case when organizations merge or when one company purchases another. In such cases, standardizing on a common Lotus Domino backed for messaging and collaboration would help reduce TCO but the cost of deploying a new messaging client and retraining users may be prove to be prohibitive. Figure 1-3 The Microsoft Outlook client Bearing these points in mind, DAMO is therefore best utilized by: Existing Outlook/Exchange customers who are looking for alternatives to Microsoft Fault Tolerance. Mixed environments moving towards standardization who want value add rather than simply replacing one e-mail system with another.
  21. 21. 10 Domino Access for Microsoft Outlook 1.5 DAMO overview Before delving in to the detailed architecture of DAMO it is important to understand what the Outlook user experience is like when using Domino as the back end. This is important as it addresses the key purpose of DAMO, namely giving Outlook users the increased functionality, reliability and security of Domino without having to retrain them. 1.5.1 Domino mail in Outlook Figure 1-4 shows an Outlook client connected to a Domino mail file. In this instance the Domino server is clustered for load balancing and failover and is actually running on Linux. Figure 1-4 Using Domino mail with Outlook
  22. 22. Chapter 1. Introduction 11 This is transparent to the Outlook user but the look and feel of the mail environment is exactly the same as when the Outlook user was connected to an Exchange server back end. 1.5.2 Domino calendar in Outlook Figure 1-5 shows Outlook displaying exactly the same data as the Notes client. Notice how the calendar entries appear in the regular Outlook format “look and feel”. Figure 1-5 Using Domino calendar entries in Outlook
  23. 23. 12 Domino Access for Microsoft Outlook Calendar entries Figure 1-6 shows in more detail how an individual calendar entry in the Notes client appears in Outlook. Notice how the information from the Notes calendar data is displayed in the regular Outlook format. Figure 1-6 Domino calendar entries in Outlook
  24. 24. Chapter 1. Introduction 13 Free time lookups Figure 1-7 shows how the Notes and Outlook clients both display free time in their respective calendars. Users can easily search for free time on other Domino users’ calendars regardless of what clients are being used. Figure 1-7 Free time lookups in Outlook
  25. 25. 14 Domino Access for Microsoft Outlook Contacts in Outlook Figure 1-8 shows how contacts appear in Outlook. Again, note how they are presented in the regular Outlook format that users are familiar with. Figure 1-8 Contacts in Outlook
  26. 26. Chapter 1. Introduction 15 Accessing directories in Outlook Figure 1-9 shows how the Domino directory (and any additional corporate directories such as an LDAP directory or the Exchange Global Address list) appear in Outlook. Figure 1-9 Accessing the Domino directory in Outlook Notice how the Domino Directory simply appears as an additional directory in the regular Outlook directory pull-down menu. This greatly assists users with mail addressing and retrieving user information and is particularly helpful in any periods of co-existence between Domino and Exchange (as user entries will typically be split between both mail systems during a migration).
  27. 27. 16 Domino Access for Microsoft Outlook The fact that Domino is able to make other corporate LDAP directories available to Outlook users means that users can very easily gain access to a greater amount of corporate data. 1.6 Domino preferences in Outlook Existing Lotus Notes client users will already be familiar with a number of specific Notes client preferences that relate to areas such as security, out of office and replication settings. DAMO installs these preferences in to the Outlook client and makes them available from the usual Outlook options menu. This section takes a closer look at these preferences. Figure 1-10 Domino Preferences tab in the Outlook options menu
  28. 28. Chapter 1. Introduction 17 1.6.1 Password and security Figure 1-11 shows the Notes user password and security preferences installed in to the Outlook client by DAMO. Figure 1-11 Domino password and security options in Outlook Unlike Microsoft Exchange, Notes/Domino does not rely on the underlying operating system security, but contains a highly secure and robust private/public key mechanism. Outllook users, therefore, have the ability to change their Notes password from within the Outlook client and can also import and export certificates (for example, an X.509 certificate) into their Notes ID.
  29. 29. 18 Domino Access for Microsoft Outlook Figure 1-12 Single Log On options installed in to the Outlook client by DAMO Important: The DAMO installation includes a Single Log On option which if selected, keeps the Notes ID password synchronized with the operating system password. Outlook users are also provided with the check box options highlighted in red in Figure 1-12. Not only is the single log on feature extremely convenient for end users, it also helps to greatly reduce the administrative tasks associated with password maintenance. More importantly though, it gives Outlook client users all the added benefits of Notes/Domino’s robust private/public key security architecture. More information about the Single Log On option can be found in 4.1, “Installing DAMO” on page 48.
  30. 30. Chapter 1. Introduction 19 1.6.2 Out of office Figure 1-13 shows the Out Of Office preferences installed in to the Outlook client by DAMO. Figure 1-13 Domino out of office settings in Outlook As can be seen in Figure 1-13, the functionality available in the Notes client is now reproduced in the Outlook client. Outlook users have the ability to set specific out of office preference handling options.
  31. 31. 20 Domino Access for Microsoft Outlook 1.6.3 Replication settings Replication is the pivotal mechanism used by DAMO for mail and calendar data synchronization between the Outlook client and Domino servers. Figure 1-14 Domino replication settings in Outlook These preferences allow users to control which server they replicate their data with, the replication schedule, what to do if their server mail file exceeds it quota and most importantly these options give Outlook users the ability to encrypt and compress their replication sessions with the Domino server. This ensures that network communications between the Outlook client and the Domino server are both optimal and secure. Again, these options help demonstrate how Outlook clients are able to easily take advantage of Domino’s superior replication, compression and security features.
  32. 32. Chapter 1. Introduction 21 1.6.4 Calendaring and scheduling Figure 1-15 shows the Calendaring and scheduling options installed in to the Outlook client by DAMO. Figure 1-15 Domino calendaring and scheduling in Outlook These preferences give Outlook client users the ability to set their Time Zone, to define the hours and days their calendar is made available, as well as the ability to automatically process specific types of calendar invites. For example users can automatically accept or decline meeting invitations and users also have the ability to send automatic responses to invitations from specific users.
  33. 33. 22 Domino Access for Microsoft Outlook 1.6.5 Domino help in Outlook Figure 1-16 shows the help information installed in to the Outlook client by DAMO. The ability to readily access help information from within the Outlook client significantly improves the end user experience as well as helping to reduce the number of queries for administrators. Figure 1-16 Domino help in Outlook
  34. 34. © Copyright IBM Corp. 2004. All rights reserved. 23 Chapter 2. DAMO architecture This chapter describes the architecture of DAMO and its key design criteria. Understanding the DAMO architecture and its design is important as it directly relates to the end user’s experience of using Outlook with a Domino server back end. 2
  35. 35. 24 Domino Access for Microsoft Outlook 2.1 Detailed DAMO architecture This section describes the DAMO architecture and the design criteria for DAMO. 2.1.1 Key design criteria for DAMO The key design criteria for DAMO are: The need to keep the Outlook storage (.PST) file in sync with user’s mail file on a Lotus Domino server. To use Domino replication as the mechanism between the Outlook client and Domino. This is the key architectural component of DAMO, enabling Domino and Outlook data to be interchanged. Also, as Domino data is replicated to a local.PST file, which helps to reduce network bandwidth usage, the Outlook user experiences much faster performance. Standardization of the installation package and client upgrade. The DAMO installation program is written using the standard Windows MSI Installer and as such can be distributed in a multitude of ways and with a multitude of software distribution tools. Because it is an MSI package, the installation can also be easily scripted and tailored for an organization’s specific needs. The ability to change Domino preferences from within the Outlook client. DAMO, therefore, adds a new Domino Preferences page to Outlook’s Options window. This integrated display add-in provides users access to many Domino features and settings. Some of the many features users can access from Outlook are: – Change the password for their Notes ID – Enable/Disable the Out of Office agent – Manage replication settings 2.1.2 Overview of DAMO architecture DAMO acts as an intermediary layer of what can be thought of as a three layer architecture. Note: DAMO has a very small “footprint” on the user’s workstation. The MSI package itself is approximately 30 MB and once installed, takes up approximately only 70 MB of additional disc space (not including the user’s.PST file).
  36. 36. Chapter 2. DAMO architecture 25 The first layer is the Outlook client itself which as can bee seen in Figure 2-1 has not had any of its native code altered. Outlook continues its normal operations by interacting with its various service providers such as those for accessing its message store (the .PST file) and its address book. Figure 2-1 Overview of DAMO architecture Skipping ahead slightly, the third layer is the Domino server which is now hosting the user’s mail file. The mail file contains the user’s mail and calendar data that has been previously migrated from a Microsoft Exchange server (using Domino’s built-in Domino Upgrade Services tools). The second or middle layer is DAMO itself which acts as the “binding” layer between the Outlook client and the Domino server. Note: For more detailed information about Domino Upgrade Services, refer to the redbook Migrating from Microsoft Exchange 5.5 to Lotus Domino 6, SG24-6955, which can be found at: http://publib-b.boulder.ibm.com/Redbooks.nsf/RedbookAbstracts/sg246955.html? Open Mail.boxNSF Extension Manager Replication Layer Mapping Module Mail.boxCache Message Store PST Address Book Transport Provider Service Provider Interface MAPI Free/Busy Addin Preference Addin DominoDAMOOutlook NRPC 6.51 or higher
  37. 37. 26 Domino Access for Microsoft Outlook The DAMO layer provides the programming extensions necessary for Outlook and Domino to interact, a replication layer to handle the synchronization of data between the Outlook client and the user’s Domino mail file as well as a mapping module which determines how Domino specific elements map to their corresponding elements in Outlook. As the DAMO layer is built up of components that interact with each other, future DAMO enhancements and features are easier to develop and deploy. The DAMO layer also provides additional add-ins to allow the Outlook client to interrogate Domino calendar and scheduling features as well as the add-in that allows Domino specific preferences to be modified in the Outlook client. The following sections discuss these modules and layers in greater detail. 2.1.3 The DAMO Extension Manager The Extension Manager allows an executable program library (a DLL), to register a callback routine called when Domino performs selected internal operations. Figure 2-2 The DAMO Extension Manager Extension Manager Mail.boxCache MAPI Outlook Events Replication Layer Mapping ModulePST NRPC
  38. 38. Chapter 2. DAMO architecture 27 The Extension Manager is used to tie in to the standard, proven and reliable Domino replication engine. The Extension Manager interface details notification events and data types and is exposed in the Domino software development kit. Exposing the interface in this way allows the Extension Manager to be easily modified and as future Domino server versions are released and newer features are added, enhancements can easily be made to DAMO. 2.1.4 The DAMO replication layer The Replication Layer is the heart of DAMO and acts to bind all the other components together (whether they be Outlook or Domino components). Figure 2-3 The DAMO replication layer The replication layer provides the replication management options provided in the Outlook client (see Figure 1-14 on page 20) such as the interval for polling for new mail. Replication Layer Extension Manager Mail.boxCache MAPI Outlook Events Mapping ModulePST NRPC
  39. 39. 28 Domino Access for Microsoft Outlook The polling interval in the replication layer is optimized to use the mail database sequence number, therefore there are less transactions and no open database sessions. This optimization provides a significant performance improvement for Outlook users. The replication layer also controls things such as folder management (create, delete, rename) as well as “Outlook events” (such as, send mail, send invitation etc.). Finally, the replication layer handles the management of local cache information for things such as read/unread marks. Caching this information locally also provides significant performance gains for Outlook client users. 2.1.5 The DAMO mapping module The function of the Mapping Module is to handle the document mapping and translation between the Outlook client’s mail storage (.PST) file and the Domino mail file. Figure 2-4 The DAMO mapping module Mapping Module Replication Layer Extension Manager Mail.boxCache MAPI Outlook Events PST NRPC
  40. 40. Chapter 2. DAMO architecture 29 For example, a Notes document (e.g., a mail message or calendar invitation) is “mapped” to and from the corresponding Outlook entry (mail, invite). The mapping module efficiently itemizes entry properties and document items for translation and interacts with the replication layer to map them appropriately when replication occurs. The mapping module also ensures outgoing Outlook client mail is mapped to the Domino Mail.box facilitating mail routing. It is also responsible for attachment support. Figure 2-5 shows how the mapping module translates and maps items between Domino and Outlook when replication occurs. Figure 2-5 Replication with the DAMO Mapping Module Mapping Module Outlook Entry Notes Document Message Appointment Contact Meeting Notice Message Appointment Contact Meeting Notice Properties Items
  41. 41. 30 Domino Access for Microsoft Outlook 2.1.6 Outlook service providers The Outlook client’s operations are dictated by “service providers”. Figure 2-6 Outlook service providers Service providers are specified in a user profile and include the message store provider which stores and retrieve messages from the .PST file, the address book provider for contact information and a transport provider to handle the sending and receiving of messages. The DAMO layer hooks in to these standard Outlook providers, thus allowing the Outlook client to continue with its normal operations, while the components in the DAMO layer handle the interaction with the Domino server. For example, DAMO uses its hook to the transport provider to send and receive messages from the Outlook client via the replication layer (which in turn handles the synchronization with the Domino server). PST Service Provider Interface MAPI Message Store Provider Address Book Provider Transport Provider
  42. 42. Chapter 2. DAMO architecture 31 Service providers in use Figure 2-7 gives examples of how some of the other Outlook service providers function. Figure 2-7 Service providers in use
  43. 43. 32 Domino Access for Microsoft Outlook 2.1.7 Add-ins integrate with Outlook As previously mentioned, the DAMO architecture has been designed in such a way as to leverage existing Outlook capabilities. This can be clearly demonstrated by the Free/Busy time and Domino Preferences add-ins that are installed as part of the DAMO layer. Figure 2-8 Add-ins integrate with Outlook These add-ins are seamlessly integrated with the Outlook user interface as additional items in the Outlook client’s options menu. Figure 2-9 The Domino Preferences add-in As can be seen in Figure 2-9 and Figure 2-10 on page 33, the integration of these add-ins is seamless.
  44. 44. Chapter 2. DAMO architecture 33 To Outlook client users, the options and their “look and feel” are familiar and therefore easy to use. Figure 2-10 Free/Busy time add-in These add-ins are designed using the Component Object Model (COM) add-in architecture and housed in ActiveX DLLs (in-process servers). The integration of these add-ins with the Outlook client is achieved via the Outlook object model and the Windows Registry.
  45. 45. 34 Domino Access for Microsoft Outlook
  46. 46. © Copyright IBM Corp. 2004. All rights reserved. 35 Chapter 3. Instant Team Messenger for Microsoft Outlook IBM Lotus has been the leading provider of secure and scalable enterprise wide instant messaging and presence awareness with its IBM Lotus Instant Messaging product (formerly Sametime). For users of the Microsoft Outlook client however, it was not possible to leverage Sametime for seamless instant messaging and presence awareness capabilities. With this release of Domino Access for Microsoft Outlook, IBM has partnered with Instant Technologies to address this issue. See: http://www.instant-tech.com/ In this chapter, we discuss Instant TeamMessenger, the product that provides both the instant messaging and presence awareness capabilities of Sametime for use with the Outlook client. 3
  47. 47. 36 Domino Access for Microsoft Outlook 3.1 Instant messaging with Microsoft Outlook For a number of years now, IBM Lotus has been the leading provider of secure and scalable enterprise wide instant messaging and presence awareness with its IBM Lotus Instant Messaging product (formerly Sametime). Microsoft also offers an Instant messaging and presence awareness solution. However, this involves organizations having to “rip and replace” their entire file and print infrastructure and upgrade to Windows 2003 Server, as well as designing and implementing an Active Directory solution. In addition, Microsoft’s Live Communications Server needs to be deployed and then presence awareness is only available for Office and Outlook 2003. For many organizations, it is not feasible to replace an entire network infrastructure, and every Outlook Client simply to get Instant Messaging and presence awareness functionality. This effort involves too much disruption, time, and has a significantly large cost. IBM has partnered with Instant Technologies to provide the instant messaging and presence awareness capabilities of Sametime for use with the Outlook client. Instant TeamMessenger for Microsoft Outlook supports IBM Lotus Sametime and the Outlook 2000 client and higher. Similar to IBM Lotus Domino Server, Sametime runs on a multitude of operating systems, such as Windows, AIX, and Solaris. This gives organizations more hardware and software options, together with a greater level of deployment flexibility, while at the same time helping them to leverage the inherent scalability, reliability, and performance of many of the non-Windows based operating systems. While providing a highly secure and scalable solution, IBM Lotus Sametime also fully supports the LDAP protocol. This allows organizations to leverage existing corporate directories with no need to maintain and administer additional user and group repositories and passwords. More significantly, by using IBM Lotus Sametime with the Outlook client there is no requirement to “rip and replace” the underlying operating system. Also, because Instant TeamMessenger supports Outlook 2000 and higher there is no need to upgrade the end user’s Outlook client either. As a result, by using IBM Lotus Instant Messaging with the Outlook client and Instant TeamMessenger, organizations gain massive total cost of ownership savings (while having the added benefit of not disrupting end users).
  48. 48. Chapter 3. Instant Team Messenger for Microsoft Outlook 37 Similar to DAMO, this Instant TeamMessenger simply installs as a plug-in to the user’s existing Outlook client. Figure 3-1 shows the Who is Online feature that Instant TeamMessenger installs in to the Outlook client. Figure 3-1 Who is online feature in Outlook Presence awareness and user status are available as a simple pop-up. Figure 3-2 on page 38 shows the user Buddy List that Instant TeamMessenger installs into the Outlook client. Note: For more information about Instant TeamMessenger, refer to Instant Technology’s Web site at: http://www.instant-tech.com/
  49. 49. 38 Domino Access for Microsoft Outlook Figure 3-2 Buddy List feature in Outlook with Instant TeamMessenger The buddy list can be added to manually from a corporate directory (which for IBM Lotus Sametime can be any LDAP v3 compliant directory), or dynamically by selecting names from the user’s mail messages.
  50. 50. Chapter 3. Instant Team Messenger for Microsoft Outlook 39 Figure 3-3 shows a number of e-mail messages that have been selected by the user and automatically added to the buddy list. Figure 3-3 Adding users to the buddy list automatically Increasingly for legal and compliance reasons, organizations are required to keep copies of e-mail and instant messages. IBM Lotus Sametime has the facility to log all chats at the server, however it may also be convenient for day to day working purposes for users to be able to save chats locally and retrieve them for future reference. With Instant TeamMessenger, chat sessions can be stored to the user’s journal. Aside from being readily available for reference, the chat sessions are also stored by date and time order. This can be particularly useful for following the progress of a chat over a period of time (for example, the status of a current project).
  51. 51. 40 Domino Access for Microsoft Outlook Figure 3-4 shows an example of journaled chats stored by date, together with a meaningful description. Figure 3-4 Journaling chats
  52. 52. Chapter 3. Instant Team Messenger for Microsoft Outlook 41 Instant TeamMessenger also has the ability to show presence awareness for a user’s contacts as shown in Figure 3-5. Figure 3-5 Presence awareness for a user’s contacts
  53. 53. 42 Domino Access for Microsoft Outlook Instant TeamMessenger does not only function from within a user’s e-mail. It is also possible for users to add and check presence awareness from within the Outlook calendar as depicted in Figure 3-6. Figure 3-6 Presence awareness in the Outlook calendar 3.1.1 Deployment scenarios for Instant TeamMessenger By using IBM Lotus Sametime in concert with Instant TeamMessenger an organization can very easily leverage the strengths of both the Domino and Sametime server platforms while continuing to utilize their present file and print infrastructure and desktop mail client software. Attention: The various scenarios in this section refer to both DAMO and Instant TeamMessenger being installed with the Outlook client. It should be noted that these products are independent of on another and can be installed together or individually depending on an organization’s requirements.
  54. 54. Chapter 3. Instant Team Messenger for Microsoft Outlook 43 There is no need to “rip and replace” or change the network operating system or user’s Outlook client software with the IBM Lotus solution. Figure 3-7 on page 44 demonstrates this scenario. The Outlook client user simply logs on to their Windows file server as normal (for example an NT4 or Windows 2000 server), and through the Single Log On feature in DAMO is able to access their mail which is now on a Domino server. With the Instant TeamMessenger software also installed in the Outlook client, the user also has Instant Messaging and presence awareness available which is now using the IBM Lotus Sametime server. Notice how the Domino servers in this scenario are clustered for failover despite being on completely different operating systems. Domino clustering allows for active users on both servers and these users can be any mixture of Notes client, Web Browser or Outlook with DAMO users. Notice also how the Sametime server is also using a different operating system. This ability to use a variety of operating systems gives organizations far greater deployment flexibility than with Microsoft’s instant messaging solution which is based entirely around migrating to the Windows 2003 and Active Directory platform.
  55. 55. 44 Domino Access for Microsoft Outlook Figure 3-7 Outlook with DAMO and Instant TeamMessenger using Domino mail and Sametime As with the scenario discussed previously for DAMO (see Figure 1-2 on page 8), in some instances an organization may want to utilize an existing corporate LDAP directory for user and group names. As Domino and Sametime both fully support the LDAP protocol, DAMO and Instant TeamMessenger could be used in a scenario where an Outlook user’s mail is stored on a Domino mail server, but the Domino mail server and Sametime server are both using a corporate LDAP directory for name and group lookups. This scenario is described in Figure 3-8 on page 45 .
  56. 56. Chapter 3. Instant Team Messenger for Microsoft Outlook 45 Figure 3-8 Outlook with DAMO & Instant TeamMessenger using Domino mail and Sametime with LDAP Note: If the user in this scenario was logging in to Active Directory (as opposed to say Windows NT) then Active Directory could also act as the Corporate LDAP directory for both the Outlook client and the Domino / Sametime servers. It should also be noted, that the Domino Directory itself can also be used as a corporate LDAP directory and is frequently deployed by organizations as one.
  57. 57. 46 Domino Access for Microsoft Outlook
  58. 58. © Copyright IBM Corp. 2004. All rights reserved. 47 Chapter 4. Installing DAMO This chapter describes the steps for installing DAMO for Outlook 2000 and Outlook XP (also referred to as Outlook 2003). 4
  59. 59. 48 Domino Access for Microsoft Outlook 4.1 Installing DAMO This section gives you the hardware and software requirements and prerequisites for installing DAMO, along with the installation instructions. 4.1.1 End-user minimum hardware requirements for DAMO Intel® Pentium® P133 processor or higher 136 MB RAM Microsoft Outlook 2000/2002 with SP 2 Microsoft Windows 2000 and Windows XP 4.1.2 Administrator software requirements Lotus Domino server 6.5.1 or higher Domino Administrator Client 6.5 or higher (6.5.1 recommended) 4.1.3 Microsoft Outlook 2000 Here are the prerequisites, installation and post installation instructions for installing DAMO for Microsoft Outlook 2000. Prerequisites 1. Your computer must be running the Windows 2000 or Windows XP operating system. 2. The following release of MS Outlook 2000 with SP2 must be installed on the system before you can install Domino Access for MS Outlook 6.5.1. 3. Microsoft Outlook must be set as the Default Email Client. To verify, open your Microsoft Internet Explorer (IE) browser and select Tools → Internet Options → Programs. 4. Microsoft Outlook must be installed in Corporate or Workgroup mode as opposed to Personal mode or No Email mode. To verify the release and mode of MS Outlook, select Help → About Microsoft Outlook from its menu. A dialog box will appear and will display your Outlook release and mode at the top.
  60. 60. Chapter 4. Installing DAMO 49 Figure 4-1 Verifying the Outlook installation 5. Your Domino Server(s) must be Domino Server 6.5.1 or higher. 6. You must know the hierarchical name of your home Domino Server (for example, ServerA/East/Acme). You will need to enter this information during the installation/setup process. Installation 1. Run the C563HIE.EXE file 2. The InstallShield Wizard will load. Select Next in the Welcome to IBM Lotus Domino Access for MS Outlook window. 3. After reading the License Agreement, select I accept the terms in the license agreement and select Next. 4. On the next install window, type your user name and organization, then select the desired choice under Install this application for: – Anyone who uses this computer (All users) – Only for me 5. Then select Next. This particular set of instructions follows the path where Only for me has been selected.
  61. 61. 50 Domino Access for Microsoft Outlook 6. The next window prompts you for the Install Directory. The default directory is c:Program FilesDominoForOutlook. Either change the path to a desired path or select Next to accept the default. 7. The Custom Setup window appears next, where you can enable the Single Logon feature if desired. Select Next. Figure 4-2 Enabling the single logon feature in DAMO 8. The next window will display a bar which will show the progress of the installation. 9. Once the files have been installed a Setup window appears. Enter your name and your Domino server name in the boxes provided. For the Domino Server name, be sure to enter the hierarchical name, for example, ServerA/East/Acme. Select Next.
  62. 62. Chapter 4. Installing DAMO 51 Figure 4-3 Enter user and Domino Server name 10.Another installation window will appear, and will show you the status of the setup (such as "Creating Domino environment and configuring MAPI profile").
  63. 63. 52 Domino Access for Microsoft Outlook Figure 4-4 Installation progress and creating the MAPI profile 11.Next, a Domino Mail dialog box appears. The purpose of this dialog is to inform you that, for a MAPI profile to be successfully configured, Outlook must be set as the default mail client. When you see the dialog, select OK. Figure 4-5 MAPI profile successfully created Post installation When you first start MS Outlook, you will likely be prompted for a profile to use (a Domino profile, or some other profile). However, this depends on the current settings in Outlook's preferences.
  64. 64. Chapter 4. Installing DAMO 53 Figure 4-6 Outlook prompt for profile After this profile prompt, you may also be prompted with a Domino Password dialog box. Again, this may depend on your current Outlook settings. Figure 4-7 Domino user ID password prompt When you load Microsoft Outlook, an e-mail will appear in your Inbox from "System Administrator" with the subject: Welcome to IBM Lotus Domino Access for Microsoft Outlook! Note: This box will not appear if the single logon feature was installed, or if you clicked the Save your Password option on the password dialog box.
  65. 65. 54 Domino Access for Microsoft Outlook Figure 4-8 Welcome to IBM Lotus Domino Access for Microsoft Outlook e-mail 4.1.4 Microsoft Outlook XP Here are the prerequisites, installation and post installation instructions for installing DAMO for Microsoft Outlook XP. Prerequisites Before you install DAO 6.5.1 on Outlook XP, the following prerequisites must be met: 1. Your computer must be running the Windows XP or Windows 2000 operating system. 2. Microsoft Outlook 2002 with SP2 (also known as MS Outlook XP) must be installed on the system before you can install Domino Access for MS Outlook 6.5.1. 3. Microsoft Outlook must be set as the Default Email Client. To verify, open your Microsoft Internet Explorer (IE) browser and select Tools → Internet Options → Programs. 4. Your Domino Server(s) must be Domino Server 6.5.1 or higher.
  66. 66. Chapter 4. Installing DAMO 55 5. You must know the hierarchical name of your home Domino Server (for example, ServerA/East/Acme). You will need to enter this information during the installation/setup process. 6. If you have a pre-6.5.1 release of Domino Access for MS Outlook installed on your system, you must uninstall it first before installing Domino Access for MS Outlook 6.5.1. Installation 1. Install Outlook 2002 (XP) on the workstation. When setting up, choose to not configure an e-mail account by selecting No in the Account Configuration dialog box. Figure 4-9 Configuring e-mail accounts in Outlook 2002 (XP) 2. Run the C563HIE.EXE 3. The InstallShield Wizard will load. Select Next on the Welcome to IBM Lotus Domino Access for MS Outlook window. 4. After reading the License Agreement, select I accept the terms in the license agreement and select Next. 5. On the next installation window, type your user name and organization, then select the desired choice under Install this application for: – Anyone who uses this computer (All users) – Only for me 6. Then select Next. This particular set of instructions follows the path where Only for me has been selected.
  67. 67. 56 Domino Access for Microsoft Outlook 7. The next window prompts you for the Install Directory. The default directory is c:Program FilesDominoForOutlook. Either change the path to a desired path or select Next to accept the default 8. The Custom Setup window appears next, where you can enable the Single Logon feature if desired. Select Next. Figure 4-10 Enabling the single logon feature in DAMO 9. The next window will display a progress bar which will show the progress of the installation.
  68. 68. Chapter 4. Installing DAMO 57 Figure 4-11 Installation progress and creating the MAPI profile 10.Please note that if your User ID is not attached to your Person document which is stored in the Domino Directory, you will see a dialog box with the message: Setup could not find your ID file on the server. If you have a disk with your Notes ID, then enter the file name below. If you don't have a User ID, please contact your administrator.
  69. 69. 58 Domino Access for Microsoft Outlook Figure 4-12 Browse for User ID if not in the person document 11.When you browse to your User ID and then select Next, you will be prompted to enter your Domino password. Figure 4-13 Domino user ID password prompt 12.Another installation window will then appear, and will show you the status of the setup (such as "Creating Domino environment and configuring MAPI profile"). 13.Next, a Domino Mail dialog box appears. The purpose of this dialog is to inform you that, for a MAPI profile to be successfully configured, Outlook must be set as the default mail client. When you see the dialog, select OK.
  70. 70. Chapter 4. Installing DAMO 59 Figure 4-14 MAPI profile successfully created Post installation When you first start MS Outlook, you will likely be prompted for a profile to use (a Domino profile, or some other profile). However, this depends on the current settings in Outlook's preferences Figure 4-15 Outlook prompt for profile After this profile prompt, you may also be prompted with a Domino Password dialog box. Again, this may depend on your current Outlook settings.
  71. 71. 60 Domino Access for Microsoft Outlook Figure 4-16 Domino user ID password prompt When you load Microsoft Outlook, an e-mail will appear in your Inbox from "System Administrator" with the subject: Welcome to IBM Lotus Domino Access for Microsoft Outlook! Note: This box will not appear if the single logon feature was installed, or if you clicked the Save your Password option on the password dialog box.
  72. 72. Chapter 4. Installing DAMO 61 Figure 4-17 Welcome to IBM Lotus Domino Access for Microsoft Outlook e-mail
  73. 73. 62 Domino Access for Microsoft Outlook
  74. 74. ® REDP-9126-00 INTERNATIONAL TECHNICAL SUPPORT ORGANIZATION BUILDING TECHNICAL INFORMATION BASED ON PRACTICAL EXPERIENCE IBM Redbooksare developed by the IBM International Technical Support Organization. Experts from IBM, Customers and Partners from around the world create timely technical information based on realistic scenarios. Specific recommendations are provided to help you implement IT solutions more effectively in your environment. For more information: ibm.com/redbooks Redpaper Domino Access for Microsoft Outlook Advantages to using Domino Access for Microsoft Outlook (DAMO) Architecture and deployment scenarios An installation guide This Redpaper describes Domino® Access for Microsoft® Outlook (DAMO), an important new addition to the Domino 6.5.1 extended products. DAMO allows Outlook client users to easily access mail and calendar data stored on Lotus® Domino servers. This paper discusses the many advantages of using the Outlook client with Lotus Domino servers and provides some typical deployment scenarios. A detailed look at the DAMO architecture is given, together with the ability to use IBM Lotus Instant Messaging (formerly Sametime®) with the Outlook client. This paper also provides DAMO installation instructions for both Outlook 2000 and Outlook XP. Back cover

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