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Identity Manager 8.1.5 - Administration Guide for Connecting to IBM Notes

Table of Contents

Managing IBM Notes environments

Architecture overview One Identity Manager users for managing IBM Notes

Setting up IBM Notes synchronization

Users and permissions for synchronizing with IBM Notes Domino server configuration Installing and configuring a gateway server

Copying the Notes certificate Creating a custom Notes.ini Installing and configuring the One Identity Manager Service Creating an archive database for backing up employee documents

Creating a synchronization project for initial synchronization of a Notes domain Displaying synchronization results Customizing the synchronization configuration

How to configure IBM Notes synchronization Configuring synchronization of several Notes domains Updating schemas

Speeding up synchronization with revision filtering Post-processing outstanding objects Configuring the provisioning of memberships Accelerating single object synchronization Help for the analysis of synchronization issues Disabling synchronization

Basic configuration data

Setting up account definitions

Creating an account definition

Master data for an account definition

Creating manage levels

Master data for manage levels

Creating a formatting rule for IT operating data Collecting IT operating data Modify IT operating data Assigning account definitions to employees

Assigning account definitions to departments, cost centers, and locations Assigning an account definition to business roles Assigning account definitions to all employees Assigning account definitions directly to employees Assigning account definitions to system roles Adding account definitions in the IT Shop

Assigning account definitions to a target system Deleting an account definition

Password policies for Notes user accounts

Predefined password policies Using password policies Editing password policies

General master data for password policies Policy settings Character classes for passwords

Custom scripts for password requirements

Script for checking passwords Script for generating a password

Password exclusion list Checking a password Testing password generation

Initial password for new Notes user accounts Email notifications about login data Editing a server

Master data for a Job server Specifying server functions

Target system managers

General master data for a Notes domain Specifying categories for inheriting Notes groups How to edit a synchronization project

Notes certificates

General master data for Notes certificates Notes certificates contact data Additional tasks for managing Notes certificates

Overview of Notes certificates Assigning owners Assigning administrators

Post-processing newly loaded certificates Notes certificate requests

Notes templates Notes policies

Additional tasks for managing Notes policies

Displaying an overview of Notes policies Assigning members to a Notes policy Assigning owners to a Notes policy Assigning administrators to a Notes policy

Notes policy settings

Notes user accounts

Linking user accounts to employees Supported user account types Entering master data for Notes user accounts

General master data of a Notes user account Notes user account email system Notes user account address data Additional master data of a Notes user account Administrative data for a Notes user account

Additional tasks for managing Notes user accounts

Displaying the Notes user accounts overview Changing the manage level of user accounts Assigning Notes groups directly to a Notes user account Specifying document owners Assigning owners Assigning administrative documents Assigning administrators Maintaining excluded and additional lists Assigning extended properties

Automatic assignment of employees to user accounts

Editing search criteria for automatic employee assignment

Generating mailbox files Saving user ID files Restoring user ID files

ID vault ID restore

Locking and unlocking Notes user accounts Deleting and restoring Notes user accounts

General master data for Notes groups Assigning Notes groups to Notes user accounts

Assigning Notes groups to departments, cost centers and locations Assigning Notes groups to business roles Assigning Notes user accounts directly to a Notes group Adding Notes groups to system roles Adding Notes groups to the IT Shop

Additional tasks for managing Notes groups

Displaying an overview of Notes groups Assigning Notes mail-in databases to Notes groups Assigning Notes servers to a Notes group Adding Notes groups to Notes groups Effectiveness of group memberships Notes group inheritance based on categories Assigning Notes groups as document owners Assigning Notes groups as document administrators Assigning owners to Notes groups Assigning administrators to Notes groups Assigning extended properties to Notes groups

Locking groups Dynamic groups

Extension groups Memberships in dynamic groups Additional tasks for dynamic groups

Assigning home servers Editing the excluded list Editing the inclusion list

Deleting Notes groups

Mail-in databases

Mail-in DB general master data Additional tasks for mail-in databases

Overview of the mail-in DB Assigning Notes groups to a mail-in DB Assigning owners to a mail-in DB Assigning administrators to a mail-in DB Maintaining excluded and additional lists

General master data for Notes servers Notes server location data Notes server security settings Additional tasks for managing Notes servers

The Notes server overview Assigning groups to Notes servers Assigning mail servers to user accounts Assigning owners to the server document Assigning administrators to the server document Specifying administrator access

Assigning administrators with full permissions Assigning administrators Assign database administrators Assigning administrators with full remote console access Assign view-only administrators Assign system administrators Assign restricted system administrators

Server permissions settings

Access servers No access servers Creating databases & templates Creating new replicas Pass-through route Pass-through destinations for routing Cause calling with the passthru server Destinations permitted for passthru servers Signing or running unrestricted methods and operations Running restricted LotusScript/Java agents Running simple agents and formula agents

Maintaining excluded and additional lists

Using AdminP requests for handling IBM Notes processes

Automatic confirmation of AdminP requests AdminP request master data

Reports about Notes domains

Overview of all assignments

Configuration parameters for synchronizing a Notes domain Default project template for IBM Notes

Changing the manage level of user accounts

The default manage level is applied if you create user accounts using automatic employee assignment. You can change a user account manage level later.

To change the manage level for a user account

In the Manager, select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Change master data task.
On the General tab, select the manage level in the Manage level menu.
Save the changes.

Related topics

General master data of a Notes user account

Assigning Notes groups directly to a Notes user account

Groups can be assigned directly or indirectly to a user account. Indirect assignment is carried out by allocating the employee and groups in hierarchical roles, such as departments, cost centers, locations, or business roles. If the employee has a Notes user account, groups in the hierarchical roles are inherited by this user account.

To react quickly to special requests, you can assign groups directly to the user account.

To assign groups directly to user accounts

In the Manager, select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign groups task.
In the Add assignments pane, assign groups. To filter the groups, select a domain in the Notes Domains input field.
TIP: In the Remove assignments pane, you can remove the assignment of groups.

To remove an assignment
- Select the group and double-click .
Save the changes.

User accounts cannot be manually added to dynamic groups. You can assign user accounts additionally to dynamic groups using the additional list.

Related topics

Specifying document owners

Specify in which documents to enter the user account as owner. You can only assign documents belonging to the same domain as the user account.

To specify an owner for user accounts

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign document owner task.
Select the User tab.
In the Add assignments pane, assign user accounts.
- OR -

In the Remove assignments pane, remove user accounts.
Save the changes.

To specify an owner for groups

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign document owner task.
Select the Group tab.
In the Add assignments pane, assign groups.
- OR -

In the Remove assignments pane, remove groups.
Save the changes.

To specify an owner for mail-in databases

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign document owner task.
Select the Mail-in DB tab.
In the Add assignments pane, assign mail-in databases.
- OR -

In the Remove assignments pane, remove mail-in databases.
Save the changes.

To specify an owner for certificates

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign document owner task.
Select the Certificate tab.
In the Add assignments pane, assign certificates.
- OR -

In the Remove assignments pane, remove the certificates.
Save the changes.

To specify an owner for server documents

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign document owner task.
Select the Server document tab.
In the Add assignments pane, assign the server documents.
- OR -

In the Remove assignments pane, remove the server documents.
Save the changes.

Assigning owners

Specify which user accounts and groups are allowed to edit the selected user account.

To specify user accounts as owner

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign owner task.
Select the User tab.
In the Add assignments pane, assign user accounts.
- OR -

In the Remove assignments pane, remove user accounts.
Save the changes.

To specify groups as owner

Select the IBM Notes | User accounts category.
Select the user account in the result list.
Select the Assign owner task.
Select the Group tab.
In the Add assignments pane, assign groups.
- OR -

In the Remove assignments pane, remove the groups.
Save the changes.

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