# Installation and Upgrade Guide

# Registering and Configuring Portlets

After you have run the installation wizard and verified correct installation, you must register the Lotus Notes Portlets portlets with the portal. This chapter describes how to register and configure the portlets in the portal.

- Registering Notes Portlets in AquaLogic Interaction 6.1 or Plumtree Foundation 6.0.x
- Registering Notes Portlets in AquaLogic Interaction 6.1 or Plumtree Foundation 6.0.x
- Configuring Portlet Services

- Modifying Administrative Preferences
- Enabling Basic Authentication
- Enabling LDAP Authentication

- Localizing Portlet Objects

## Registering Notes Portlets in AquaLogic Interaction 6.1 or Plumtree Foundation 6.0.x

To register the Lotus Notes Portlets portlets automatically in AquaLogic Interaction 6.1 or Plumtree Foundation 6.0.x, import the portlet package (.pte).

1. Log in to the portal as an administrator and click Administration.
2. Click the Select Utility drop down menu and choose Migration - Import.
3. Click Browse and locate the PortletSuite-LotusNotes.pte file, located by default in C:\bea\alui\PortletSuiteLotusNotes\3.3\portalfiles\packages\5.0\. Click Open.
4. Click Load Package.
5. Check the box next to Overwrite Remote Servers.
6. Click Finish.

## Registering Notes Portlets in Plumtree Corporate Portal 5.0.x

To register the Lotus Notes Portlets portlets automatically in Plumtree Corporate Portal 5.0.x, use the Migration Wizard.

1. Log in to the host computer for the Administrative Portal Server.
2. Copy the PortletSuite-LotusNotes.pte file from the top-level directory of the product distribution packages to a location on the host computer for the Administrative Portal Server.
3. Launch the Migration Wizard by clicking Start | Programs | Plumtree | Migration Wizard.
4. Log in as a portal administrator and click Next. Choose Import and click Next.
5. Browse to and select the PortletSuite-LotusNotes.pte file you copied in step 2. Click Next.
6. The View Objects in Package panel displays the objects to be imported. Verify the list and click Next.
7. On the final wizard page, click Migrate. When the migration is complete, the wizard displays a confirmation message.
8. Open a browser and log in to the portal as an administrator. Click Administration and navigate to the directory where the portlet suite objects were imported. Click Remote Server to display the Remote Server objects, and click the name of the Lotus Notes Portlets Remote Server object.
9. On the Main Settings page in the Base URL box, replace the @REMOTE_SERVER@ token with the name of the host computer for the portlet suite.

To troubleshoot registration, review the log generated by the Migration Wizard:
<portal installation directory>\ptportal\5.0\bin\native\migrate.log.

## Configuring Portlet Services

After you have installed and registered the portlet suite, you must configure the services used to manage mail servers and the users and domains that they support. This section provides instructions for modifying the required Administrative Preferences and updating portlet settings to implement optional authentication features.

### Modifying Administrative Preferences

Administrative Preferences determine how portlet users are authenticated and how mail is handled. You must update the settings on the Administrative Preference pages to complete installation and setup.

1. Log in to the portal as an administrator and click Administration.
2. Navigate to the folder that was created for the Lotus Notes Portlets when you migrated the portlet package into the portal.
3. To display a list of portlet objects, click Portlet.
4. Click the name of one of the Notes portlets to open the Portlet Editor. The preferences you set for one portlet are inherited by all portlets in the suite.
5. On the Main Settings page, under Web Service, click the Edit button to open the Administrative Preferences page.

#### Administrative Preferences Menus and Settings

Use the links in the menu column to display forms that allow you to modify settings. The following table summarizes the menu and the available settings. For detailed information about settings, click Tips on the Administrative Preferences page.

Table 4-1 Lotus Notes Portlets Administrative Preferences Page Settings
Menu | Settings
--- | ---
Portlet Information | Displays version information for the portlet and the Lotus Domino server.
Custom Editor Settings | Select whether clients use a portal or client Web interface to access mail.
Attachment Settings | Displays an editable path to the temporary file directory on the Remote Server and the maximum attachment size (in bytes). If an SSL client certificate is not installed on the Remote Server, the field can be left blank.
User Information Settings | Displays options for user authentication: Portal Setting Authentication: The portlet uses the User or Community preferences to connect to the back-end server. For Community portlets (Calendar, Mail, or Contacts), you must select this option. Basic Authentication: The portlet uses basic authentication for the Remote Server to connect to the backend server. For additional requirements, see Enabling Basic Authentication. User Information Authentication: The portlet uses values from an associated LDAP system. Specify the LDAP field name associated with the user name, password, domain, or mailbox. For additional requirements, see Enabling LDAP Authentication.
Authentication Settings | Allows you to switch between Master and Manual Server configurations. In Master Server mode, the Master Server will be queried and the user's server name will be set automatically. In Manual Server mode, the user must choose their server from a list of available servers. For Master Server mode, you must provide values for the following fields: Server Name/IP/URL: The fully qualified domain name, IP address or URL to the back-end server. Server Port: The listening port of the backend server. Proxy Host/Firewall: The hostname of hte proxy host or firewall server. Proxy Host/Firewall Port: The associated listening port number. Use SSL: Whether or not the connection to the back-end server uses SSL. HTTPS Port: The port to use for the HTTPS connection to the server.
Server List | Displays the Lotus Domino servers that appear on the User Preferences page. (If the Administrative Preferences are set up with only one server, the Server List is not displayed on the User Preferences page.) Add each server in use in your deployment. To add a new server to the list, click + (add row). To delete a server, click - (delete row). Server Name/IP/URL: The fully qualified domain name, IP address, or URL to the back-end server (and virtual directory, if applicable), for example, http://<host>/notes. Do not type a trailing slash (/). If the URL is redirected, specify the ultimate location. Server Alias: The server name to be displayed on the User Preferences page. Proxy Host/Firewall: The server name or IP address for the Proxy Host/Firewall server. Proxy Host/Firewall Port: The associated port number. Notes Server Temp Dir: The local path to where the Domino Server temporarily stores attachment files. Notes Server Temp UNC: The UNC path to where the Domino Server temporarily stores attachment files.

### Enabling Basic Authentication

To enable Notes portlets to use basic authentication information from the portal.

1. On the Administrative Preference page, set the User Information Settings option to Basic Authentication as described in the previous section.
2. Open the Lotus Notes Portlets folder.
3. Expand the Remote Server section and click the Lotus Notes Portlets Remote Server.
4. On the Main Settings page of the Remote Server Editor, in the Basic Authentication Type section, select User's Basic Authentication Info.
5. If you deploy SSL, modify the Base URL for HTTPS protocol.
6. To save your changes, click Finish.

Note: | The portal must be enabled for basic authentication. For information on configuring the portal, refer to the Administrator Guide for AquaLogic Interaction.

### Enabling LDAP Authentication

Follow the instructions below if you want Notes portlets to use LDAP authentication values from the portal.

1. On the Administrative Preference page, set the User Information Settings option to User Information Authentication as described in the previous section.
2. In the administrative portal folder that contains the Lotus Notes Portlets, click Web Service to display a list of Web Service objects.
3. Complete the following steps for each of the Lotus Notes Web Service objects:

1. Click the Web Service name to open the Web Service Editor.
2. In the Edit Object Settings menu, click User Information.
3. Select existing LDAP field settings in the User Information Settings section, or add field names by clicking Add New User Information.
4. To save your changes, click Finish.

## Localizing Portlet Objects

Lotus Notes Portlets includes localization support for the following languages: Chinese, English, French, German, Italian, Japanese, Korean, and Spanish.

Localization support files allow names and descriptions of portlets and Remote Server objects to be localized when the portal settings locale is changed.

The installer copies localization support files to the following location on the Remote Server host computer: <PT_HOME>\PortletSuiteLotusNotes\3.3\portalfiles\common\msgs\

To enable language support in the portal, copy these files to the appropriate directory on the Portal Server host, for example:

<PT_HOME>\ptportal\6.x\settings\i18n\

<PT_HOME>\ptportal\5.x\settings\i18n\