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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

Assigning Notes groups to departments, cost centers and locations

Assign groups to departments, cost centers, and locations in order to assign user accounts to them through these organizations. This task is not available for dynamic groups.

To assign a group to departments, cost centers, or locations (non role-based login)

In the Manager, select the IBM Notes | Groups category.
Select the group in the result list.
Select the Assign organizations task.
In the Add assignments pane, assign the organizations:
- On the Departments tab, assign departments.
- On the Locations tab, assign locations.
- On the Cost centers tab, assign cost centers.
TIP: In the Remove assignments pane, you can remove assigned organizations.

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

To assign groups to a department, cost center, or location (role-based login)

In the Manager, select the Organizations | Departments category.

- OR -

In the Manager, select the Organizations | Cost centers category.

- OR -

In the Manager, select the Organizations | Locations category.
Select the department, cost center, or location in the result list.
Select the Assign Notes groups task.
In the Add assignments pane, assign groups.
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.

Related topics

Assigning Notes groups to business roles

Installed modules:

Business Roles Module

You assign groups to business roles in order to assign them to user accounts over business roles. This task is not available for dynamic groups.

To assign a group to a business role (non role-based login)

In the Manager, select the IBM Notes | Groups category.
Select the group in the result list.
Select the Assign business roles task.
In the Add assignments pane, assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.

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

To assign groups to a business role (non role-based login)

In the Manager, select the Business roles | <role class> category.
Select the business role in the result list.
Select the Assign Notes 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.

Related topics

Assigning Notes user accounts directly to a Notes group

To react quickly to special requests, you can assign groups directly to user accounts. This task is not available for dynamic groups.

To assign a group directly to user accounts

Select the IBM Notes | Groups category.
Select the group in the result list.
Select the Assign members task.
Select the User tab.
In the Add assignments pane, assign user accounts. To filter the user accounts in the list, select a domain in the Notes domains field.
- OR -

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

Related topics

Adding Notes groups to system roles

Installed modules:

System Roles Module

Use this task to add a group to system roles. If you assign a system role to employees, all the user accounts belonging to these employees inherit the group. This task is not available for dynamic groups.

NOTE: Groups with Only use in IT Shop set can only be assigned to system roles that also have this option set. For more detailed information, see the One Identity Manager System Roles Administration Guide.

To assign a group to system roles

In the Manager, select the IBM Notes | Groups category.
Select the group in the result list.
Select the Assign system roles task.
In the Add assignments pane, assign system roles.
TIP: In the Remove assignments pane, you can remove assigned system roles.

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

Related topics

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