# Installation and Upgrade Guide

# Configuring Lotus Notes CS

After you have run the installation wizard and verified correct installation, the next step is to import, configure, and create Lotus Notes CS objects in the portal. This chapter includes the following topics:

- Importing, Configuring, and Creating Lotus Notes Objects
- Configuring User Preferences for Click-Through
- Configuring Remote Server Logging

## Importing, Configuring, and Creating Lotus Notes Objects

Complete the following steps to import, configure, and create Lotus Notes CS objects in the portal:

- Import the remote server and content Web service. For details, see Importing the Remote Server and Content Web Service.
- Map Lotus Notes file types. For details, see Mapping File Types.
- Configure Lotus Notes CS security. For details, see Configuring Security.
- Create a content source. For details, see Creating a Content Source.
- Create a content crawler. For details, see Creating a Content Crawler.
- Create a job. For details, see Creating a Job.

### Importing the Remote Server and Content Web Service

Import the Lotus Notes CS remote server and content Web service into the portal using the Object Migration utility:

1. On the computer that hosts the portal application, map or mount a network drive connection to the Lotus Notes CS host computer or copy files to an accessible directory.
2. Log into your portal as an administrator.
3. Click Administration.
4. From the Select Utility menu, select Migration - Import.
5. Browse to the migration package. If you accepted installation defaults, the location is: \\<RemoteServer>\bea\alui\ptnotescws\6.1\serverpackages\
   LotusNotesCS_WS_RemoteServer.pte
6. Click Load Package.
7. Select Overwrite Remote Servers.
8. Click Finish.

Stay logged in to the portal for the next procedure.

### Mapping File Types

To map Lotus Notes file types to portal file types, import the Lotus Notes content types into the portal using the Object Migration utility:

1. From the Select Utility menu, select Migration - Import.
2. Browse to the migration package. If you accepted installation defaults, the location is: \\<RemoteServer>\bea\alui\ptnotescws\6.1\serverpackages\
   LotusNotesCS_DocumentType.pte
3. Click Load Package.
4. Click Finish.

Stay logged in to the portal for the next procedure.

### Configuring Security

To configure security settings for the Lotus Notes CS:

1. Deploy an authentication source (for example, LDAP) to manage Lotus Notes users. For details, refer to Lotus Notes documentation.
2. Create a remote authentication source in the portal to import the Lotus Notes users. For details, refer to the portal’s online help or the Administrator Guide for AquaLogic Interaction.
3. Configure the Global ACL Sync Map to associate the Lotus Notes domain name with the authentication source:

1. Log in to the portal as an administrator.
2. Click Administration.
3. From the Select Utility menu, select Global ACL Sync Map.
4. Click Add Mapping and choose the authentication source you created in step 2.
5. In the Domain Name column, click and enter the domain name of the Lotus Notes users, usually the Lotus Domino Server name.
6. Click Finish.

Note: | Lotus Notes CS only maps group level security rights from Lotus Notes groups to portal groups. It does not map user level security rights.

You will configure additional security settings in the Content Crawler Editor as described in Creating a Content Crawler.

Stay logged in to the portal for the next procedure.

### Creating a Content Source

Create a content source to define the area of Lotus Notes from which you want to import content. To create a content source, perform the following steps in the portal:

1. Open the Lotus Notes CS folder.
2. From the Create Object menu, select Content Source - Remote.
3. In the Choose Web Service dialog box, choose the Lotus Notes CS Web service.
4. Configure the content source as described in the online help.

Stay logged in to the portal with the Lotus Notes CS folder open for the next procedure.

### Creating a Content Crawler

Create a content crawler to import content from the content source. To create a content crawler, perform the following steps in the Lotus Notes CS folder of the portal:

1. From the Create Object menu, select Content Crawler - Remote.
2. In the Choose Content Source dialog box, choose the content source you created in the previous procedure.
3. On the Main Settings page of the Content Crawler Editor, select Import security with each document. Configure the rest of the content crawler as described in the online help.

Stay logged in to the portal with the Lotus Notes CS folder open for the next procedure.

### Creating a Job

To import content, you must associate the content crawler with a job and run the job. To create and run a job, perform the following steps in the Lotus Notes CS folder of the portal:

1. From the Create Object menu, select Job.
2. Click Add Operation and choose the content crawler created in the previous procedure.
3. Configure the rest of the job as described in the online help.
4. When you are finished creating the job, make sure the Lotus Notes CS folder is associated with an Automation Service. For assistance, see the online help under Select Utilities | Automation Service.

## Configuring User Preferences for Click-Through

The portal can be configured to automatically pass the Lotus Notes user credential information to the remote server when a user clicks a Lotus Notes document. If the user preference is not configured, the user will have to log in to Lotus Notes on every document click-through.

Each user should perform the following steps to set user preferences for click-through:

1. Log in to the portal.
2. Click My Account.
3. Click Lotus Notes CS.
4. Enter the client you would like to use on click-through and your Lotus Notes user name and password.
5. Click Submit.

## Configuring Remote Server Logging

Lotus Notes CS keeps a log of errors and other information on the remote server. If you need to troubleshoot the Lotus Notes CS remote server or you are curious how your crawls are progressing, you might want to change the logging level to record more information.

To change the logging level and view the current log:

1. Log in to the portal as an administrator.
2. Click Administration.
3. From the Select Utility menu, select Lotus Notes CS.
4. Select the appropriate logging level or view the most recent log.

Note: | If you want to view the log files directly, the default location on the remote server is: <PT_HOME>\ptnotescws\6.1\Webapp\NotesCWS\log