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Domino policies deep dive
Martijn de Jong gave a presentation on Domino policies at a user conference. He began by introducing himself and his company ilionx Group, which specializes in IBM collaboration solutions. He then discussed the different types of policies in Domino, including explicit, dynamic, and organizational policies. Martijn explained how policy precedence works and how policies are implemented on both the server and client. He also covered troubleshooting policies and provided several references for further reading.
Domino policies deep dive
- 1. #engageug Domino Policies DeepDive Martijn de Jong !1
- 2. #engageug Who Am I •M.Sc. Electrical Engineering at the University of Delft, The Netherlands • Psychology & Ergonomics at the University of Stellenbosch, South Africa • Advanced Certified IBM Lotus® Notes® & Domino® 8.5 Application Developer & System Administrator and a Certified Lotus Instructor !2 Martijn de Jong mdejong@ilionx.com twitter.com/martdj nl.linkedin.com/in/martdj www.socialsoftwareblog.info
- 3. #engageug Company profile ilionx Groupbv ‣Autonomous organization ‣7 Profit & Loss responsible units ‣Strong organic growth ‣220 professionals & 60 contractors ‣Annual financial turnover € 32 million in 2013 (Ebitda 11%) ‣Head office based in Utrecht ‣Office locations in Utrecht, Groningen, Almere & Apeldoorn ‣Working for > 170 large and SME organizations Groningen Almere Utrecht Apeldoorn
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- 5. #engageug Skills in IBMCollaboration ilionx group IMN IMO IICS ICON IMZ IBS ISS ‣ Centre of excellence IBM Collaboration ‣ Experience in wide range of environments ‣ Infrastructure & Development ‣ Consultancy, Maintenance, Development ‣ 30 CLP certified professionals ‣ IBM Development partner ‣ IBM Partner since 2002
- 6. #engageug This session isnot about… • What policies are • What you can do with policies ! • I assume you already know… !6
- 7. #engageug Agenda • Types ofpolicies • Policy settings • Policy precedence • Where are policies implemented • How are policies implemented • Expand your policies • Policy troubleshooting • Policy References !7
- 8. #engageug Policy Hierarchy • Threetypes of policies • Explicit • Dynamic • Organizational !8 Best way to assign an archive policy to a mail-in database
- 9. #engageug Policy / PolicySettings • A policy can contain one or more of the following policy settings: !9 • Archiving • Desktop • Registration • Mail • Security • Setup • Connections • Notes Traveler • Roaming • Symphony
- 10. #engageug Policy / PolicySettings / Criteria • Policy Settings can also contain sub documents (Archive Settings) • Policy Settings are linked to policies by their DocumentUniqueID • Same for Archive Criteria to Archive Settings !10
- 11. #engageug Tease your co-administrator •Select your policy settings documents ! • Press ctrl-x ! • Press ctrl-v ! • Go on holiday... ! • Not as bad as it used to be !11
- 12. #engageug Inheritance • Inherit • Playsan important role in parent-child policy hierarchy • A top level organisational policy is always a parent policy • Inherits setting from parent policy irrespective of the setting made in child policy !12
- 13. #engageug Enforcement • Enforce • Playsan important role in parent-child policy hierarchy • Any setting with enforce checkbox ticked in parent policy will be enforced in child policy !13
- 14. #engageug Policy Precedence Determine theeffective policy • An example. For example a user is assigned three security settings through three different policies. Explicit, Dynamic and Organizational with below settings • The resultant effective policy would be !14 Required Change Interval Assigned Vault Warning Period Allowed Grace Period Explicit 120 Days Don't Set Don't Set 120 Days Dynamic Don't Set ExecutiveVault Don't Set Don't Set Organizational 90 Days NA 14 Days 90 Days Required Change Interval Assigned Vault Warning Period Allowed Grace Period Effective Policy 120 Days ExecutiveVault 14 Days 120 Days
- 15. #engageug Policy Precedence (2) •If Inherit/Enforce is used in settings document in previous example ! • The resultant effective policy would be !15 Required Change Interval Assigned Vault Warning Period Allowed Grace Period Explicit 120 Days Don't Set Don't Set 120 Days Inherit Dynamic Don't Set ExecutiveVault Don't Set Don't Set Organizational 90 Days Enforce NA 14 Days 90 Days Required Change Interval Assigned Vault Warning Period Allowed Grace Period Effective Policy 90 Days ExecutiveVault 14 Days 90 Days
- 16. #engageug Where is apolicy implemented !16 Client Server Desktop MailRegistration Archive Connections Setup Security IBM Traveler Symphony Roaming Archive Desktop
- 17. #engageug Server-side policies • Server-sidepolicies all interact with the mail file • calendarprofile, inotesprofile • Changes are implemented by AdminP • tell adminp process mailpolicy • tell adminp process traveler • AdminP process to write policies to calendar/inotes profile runs by default every 12 hours • Setting in Server’s notes.ini to change it: ADMINP_POLL_INTERVAL=x (x is the number of minutes) • Server based native archiving is done by Compact -A. Ignores archive profile. Uses archive policy !17
- 18. #engageug Client-side policies • Howdoes a client pull policies from server and update them? ! ! ! ! ! ! • Client Sends hash value of policy information to server during authentication with user's home server • Server calculates similar hash value that client should have and compares if it matches with what client provided • If it’s not matching then server tells client to refresh the policy !18 Server Client Server tell client to refresh policy information Hash value for policy information
- 19. #engageug Where are clientpolicies stored • In your Contacts (aka Personal Address Book) • Dynamic Client Configuration(Ndyncfg.exe) uses NAMEGetPolicy API, which asks the server to calculate the effective policy for the user • Then stores the effective policies locally in the client's NAMES.NSF database • Cached policy documents are stored in hidden ($Policies) view (via Ctrl+Shift ViewGo To) in local NAMES.NSF • New hashed value received from server are stored by ndyncfg and sent back to server during next authentication, starting whole process again !19
- 20. #engageug Where are policiesstored (2) !20
- 21. #engageug Dynamic Client Configuration(DCC) • DCC is the process that synchronizes local Notes Client settings with the user profile stored on the Domino Server • Actual program name: ndyncfg • Used to run once per day on the first authentication • In version 6.5.5 and higher changed to run on each authentication • Can be run manually. Needs to be run with an option. Any option... • ndyncfg /? • For DCC logging add these parameters to the client Notes.ini. DEBUG_DYNCONFIG=1 !21
- 22. #engageug Where are policiesstored next !22 names.nsf $Policies notes.ini names.nsf Eclipse *.xml
- 23. #engageug Expand your policies •Pre-8.5 method ! ! ! ! ! • 8.5+ method !23
- 24. #engageug Expand your policies- Examples • notes.ini DisabledPorts=LAN0,COM1,COM2,COM3,COM4,COM5, Enforce Ports=TCPIP, Enforce FooterWeekNo=2, Enforce OpenViewThreads=1, Enforce NSF_UpdateODS=1, Enforce ! • Managed Settings loginByToken=true; com.ibm.collaboration.realtime.community, Enforce startWebContainer=true; com.ibm.collaboration.realtime.webapi port=1533; com.ibm.collaboration.realtime.community loginAtStartup=true; com.ibm.collaboration.realtime.community, Enforce providerId=Sametime; com.ibm.collaboration.realtime.community, Enforce useGlobalConnSettings=true; com.ibm.collaboration.realtime.community, Enforce useOsPass=false; com.ibm.collaboration.realtime.community, Enforce tokenLoginOnly=true; com.ibm.collaboration.realtime.community, Enforce defaultAuthType=ST-DOMINO-SSO; com.ibm.collaboration.realtime.community, Enforce savePassword=false; com.ibm.collaboration.realtime.community, Enforce com.ibm.collaboration.realtime.community, Enforce !24
- 25. #engageug Troubleshooting • Problem: Youhave rolled out a policy, but it’s not working for the users ! • Problem Determination: • Is the policy failing for all users or just some users? • In case of single users it’s probably a local problem • Check Policy synopsis if the users are supposed to receive the policy • Are the affected users on the same server? • Problem with policies view index? Load updall -t ($Policies) names.nsf -R !25
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- 27. #engageug Troubleshooting (2) • ProblemDetermination • Where is the policy suposed to be implemented? Server (mail, traveler, archive) or client (rest) • In case of server, does the mailfile have the proper Owner in the calendar profile? • Remember, AdminP processes the policies every 12 hours • In case of client, delete policy documents from local names. Run ndyncfg /?. Did policy documents reappear? Does problem persist? • If policy documents didn’t reappear !27
- 28. #engageug Troubleshooting - Whenall else fails • Debug Parameters DEBUG_POLICY=1 • Also enable console_log_enabled=1 Used for general troubleshooting Enable the debug and force the policy to be updated Contact support and provide console.log for review You can also set this debug with value 2 or 4 for verbose logging Can be enabled on client as well as on server • Other parameter like Debug_DynConfig,DEBUG_DUMP_POLICY=1 and DEBUG_POLICY_SIGNBIT=1 can be enabled based on type of problem a console.log needs to be collected for further review !28
- 29. #engageug References • Open MicWebcast: Troubleshooting Policies on a Domino Server http://www-01.ibm.com/support/docview.wss?uid=swg27036076 • Open Mic Webcast: What’s new in Policies for Domino 9.0 http://www-01.ibm.com/support/docview.wss?uid=swg27039462 • Troubleshooting Domino policies and settings documents https://www-304.ibm.com/support/docview.wss?uid=swg27010353 • Wiki articles on Domino Policies http://www-10.lotus.com/ldd/dominowiki.nsf/xpViewCategories.xsp?lookupName=Domino%20policies • Domino Policy Precedence Explained http://www-10.lotus.com/ldd/dominowiki.nsf/dx/domino-policy-precedence-explained • When will a Domino policy take effect http://www-10.lotus.com/ldd/dominowiki.nsf/dx/when-will-a-domino-policy-change-take-effect • How Dynamic group policies can reduce your overhead http://www-10.lotus.com/ldd/dominowiki.nsf/dx/how-the-new-dynamic-group-policies-can-reduce-your- administration-overhead • Domino Policy Flow Chart http://www-10.lotus.com/ldd/dominowiki.nsf/dx/Notes__Domino_Policy_Flow_Chart !29
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