Lotus Notes Domino 8: Upgrader's Guide

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Lotus Notes Domino 8: Upgrader's Guide
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Table of Contents
Sample Chapters
  • Upgrade to the latest version of Lotus Notes and Domino.
  • Understand the new features and put them to work in your business
  • Appreciate the implications of changes and new features


Book Details

Language : English
Paperback : 276 pages [ 235mm x 191mm ]
Release Date : December 2007
ISBN : 1847192742
ISBN 13 : 9781847192745
Author(s) : Barry Max Rosen, Bennie Gibson, Brad Schauf, David Byrd, Dick McCarrick, Joseph Anderson, Tim Speed
Topics and Technologies : All Books, Other, Enterprise, IBM

Table of Contents

Chapter 1: A Short History of Notes and Domino
Chapter 2: Overview of New Lotus Notes 8 Client Features
Chapter 3: Lotus Notes 8 and SOA
Chapter 4: Productivity Tools
Chapter 5: Lotus Domino 8 Server Features
Chapter 6: Deployment Enhancements in Notes/Domino 8
Chapter 7: Upgrading to Notes/Domino 8
Chapter 8: Coexistence between Notes/Domino Releases
Chapter 9: What's New in Notes/Domino 8 Development
Chapter 10: Integration with Other Lotus/IBM Products
Appendix: Third-Party Products
  • Chapter 2: Overview of New Lotus Notes 8 Client Features
    • User Interface Enhancements
      • Welcome Page
      • Open List Menu
      • Toolbars
      • Unified Preferences
      • Windows Management and Tabs
        • Group Document Tabs
        • Thumbnails
      • Advanced Menus
      • Offline Applications
      • Search Center
      • IBM Support Assistant
    • New Mail Features
      • Action Bar
      • Show Menu
      • Horizontal and Vertical Preview Panes
      • Mail Threads
      • Conversations View
      • Mail Header Options
      • Mail Addressing
      • Multilevel Undo
      • Inline Spell Checking
      • Document Selection
      • Recent Collaborations
      • Message Recall
      • Improved "Out of Office" Functionality
    • New Calendar Functionality
      • View Navigation
      • Display of All-Day Events
      • Manage New Invitations from Your Calendar View
      • Show Cancelled Invitations in Your Calendar
      • Check Schedule
      • Locate Free Time for a Subset of Invitees
    • Contacts
      • Contact Form
      • Business Card View
      • Recent Contacts
    • Summary
  • Chapter 3: Lotus Notes 8 and SOA
    • What is an SOA?
      • The Characteristics of an SOA
      • Perspectives on SOAs
    • Why SOAs Now?
    • SOA Lifecycle
      • The Model Phase
      • The Assemble Phase
      • The Deploy Phase
      • The Manage Phase
    • How Lotus Notes 8 Works with SOAs
      • Composite Applications
      • Lotus Notes 8 and Web Services
      • Lotus Notes 8 and Open Technologies
        • OASIS/ODF
        • Eclipse
    • Summary
  • Chapter 4: Productivity Tools
    • Productivity Tools Integration with Notes 8
    • Productivity Tools and Domino Policies
    • IBM Lotus Documents
    • IBM Lotus Presentations
    • IBM Lotus Spreadsheets
    • Summary
  • Chapter 5: Lotus Domino 8 Server Features
    • End-User and Messaging Enhancements
      • Message Recall
      • "Out of Office" Messages
      • Enhanced Support for the Mail Thread Feature
      • Automated Inbox Cleanup
      • Reverse Path Setting for Forwarded Messages
      • Rejecting Ambiguous Names Denying Mail to Groups
    • Administration Enhancements
      • The End User Renaming Process
      • The AdminP Process
      • Domino Domain Monitoring (DDM)
        • WebSphere Services Probe
        • LDAP Search Reporting
        • Common Actions Quick Access Feature
        • By Database View
    • Performance Enhancements
      • Streaming Replication
      • New ODS
        • Design Note Compression
        • On-Demand Collation
      • Managing Simple Searches Effectively
    • Domino Directory and Security Enhancements
      • IBM Tivoli Directory Integrator
      • Directory Management Tool (DirLint)
      • Authentication through Directory Assistance
      • Directory Assistance LDAP Configuration Wizards
      • People View by Lotus Notes Version
      • Internet Password Lockout
      • Enhanced Local Database Encryption
      • Certifier Key Rollover
      • SSO for LTPAToken2
      • Certificate Revocation Checking through the Online Certificate Status Protocol (OCSP)
    • Enhanced Integration with IBM Servers and Tools
      • IBM DB2 as a Back-End Data Store
      • IBM WebSphere Portal Integration Wizard
      • IBM Tivoli Enterprise Console Integration
    • Summary
  • Chapter 6: Deployment Enhancements in Notes/Domino 8
    • Client Provisioning
      • Server-Managed Provisioning
        • Smart Upgrade
        • Eclipse-Based Provisioning
    • Policies
      • "How to apply setting" Feature
      • Activities Policy Settings Document
      • Productivity Tools Settings Document
      • Desktop Policy Settings Document (and Setup Policy Settings Document)
      • Replication Settings through the Desktop and Setup Policy Documents
      • Security Policy Settings Document
    • Database Redirect
      • Redirect When Databases Are Moved
      • Redirection When Databases Are Deleted
    • Summary
  • Chapter 7: Upgrading to Notes/Domino 8
    • The Domino/Notes Upgrade Process
    • Notes/Domino 8 Upgrade
      • Reviewing the Current Infrastructure (the Health Check)
      • The Upgrade Process
      • Special Feature Upgrade Considerations
    • Use Case Document Example
    • Summary
  • Chapter 8: Coexistence between Notes/Domino Releases
    • Notes Client Coexistence
      • Calendaring and Scheduling
        • Calendar Delegation
    • Domino Server Coexistence
      • Domino Directory
      • ODS
      • Administration Requests and Events Databases
      • Rooms and Resource Reservation Database
      • Domino Domain Monitoring
      • Policies
      • Message Recall
      • Cluster Coexistence
      • Domino Web Access
      • ID Files
    • Summary
  • Chapter 9: What's New in Notes/Domino 8 Development
    • Composite Applications
      • Application Design
      • Programming
        • Properties
        • Actions
        • Wires
    • New Features in Domino Designer 8
      • Composite Applications Support
        • Property Broker Editor
        • Composite Application Editor
      • Web Services Consumer
      • Domino IBM DB/2 Integration
      • View Enhancements
        • New Column Number Format
        • Extend to Use Available Window Width
        • Defer Index Creation until First Use
        • Show Default Items in Right-Mouse Menu
      • Form Enhancements
      • Agent Enhancements
      • Formula Language and LotusScript Additions
        • Formula Language Additions
        • LotusScript Additions
      • What's Ahead?
    • Lotus Component Designer
      • Migration Tool
      • Help and Enhanced Welcome Page
      • Accessibility
      • Composite Application Support
      • Controls and Pages
      • Data Connections
      • Scripting
      • Deployment
    • New Web 2.0 Features
      • RSS and ATOM
      • Blog Template
      • AJAX Support
    • Lotus Expeditor
    • Summary
  • Chapter 10: Integration with Other Lotus/IBM Products
    • Lotus Quickplace/Quickr
      • Quickr with Services for Domino
        • Product Installation
        • Directory Integration
        • Lotus Sametime Integration
        • Application Development
      • Quickr with Services for WebSphere Portal
        • Product Installation
        • Directory Integration
        • Sametime Integration
      • Lotus Quickr Connectors
    • Lotus Sametime
      • Product Installation
      • Directory Integration
      • Application Integration
  • Lotus Connections
  • Summary
  • Appendix: Third-Party Products
    • PistolStar
      • Password Power 8 Domino Plug-in
        • System Requirements for Domino plug-in (server-side)
      • Password Power 8 Notes ID Plug-in
        • System Requirements for Notes ID plug-in (client side)
      • Password Power 8 Web Set Password Plug-in
        • System Requirement for Web Set Password plug-in
        • Security
        • Auditing Features
        • Help Desk
        • End Users
      • Finally
    • Reporting from Lotus Notes and Domino Data
      • Reporting Based on Notes Programming using Lotus Script
      • Reporting Based on Tools External to Notes
      • Introducing IntelliPRINT Reporting
        • Report Deployment without Development Overheads
        • Report Deployment without Administrative Overhead
        • Integration with The Application Workflow
        • Creating a Simple Report Using the Wizard
        • Creating a Complex Report with IntelliPRINT Reporting
      • Conclusion
    • IONET Incremental Archiver
      • Setup Archiving
        • Calling the BuildIndex Agent
        • BuildIndex Agent
      • The Archive Process
        • Calling the Java Agent
        • The ZipFiles Java Agent
      • The Restore Process
      • Conclusion
    • CMT Inspector for Lotus Notes
      • Will You Code Break When You Upgrade?
      • Design Search, User Surveys and Flowcharting
      • Reports and Export
      • CMT for Public Folders
      • CMT for Notes
      • CMT for Coexistence
        • What does the Microsoft Notes Connector do when Integrated with CMT for Lotus/Exchange Coexistence?
      • CMT for Domains

Barry Max Rosen

Barry Rosen is an IBM Senior IT Certified Managing Consultant with IBM Software Services for Collaboration . During the last six years, he has worked on several global messaging and migration projects as well as performing Domino upgrades, messaging assessments, and client deployments. Currently, Barry is heavily involved in IBM SmartCloud for social business migrations and hybrid deployments. Prior to IBM Software Services for Collaboration, he was a Software Engineer in Lotus Support for over five years. While in support, Barry was on several teams specializing in mail routing, Lotus Notes Client, calendaring and scheduling, and server core. Barry is an SME on clustering, Lotus Notes for Macintosh, and rooms and resources. He is also a published author with several articles and books written on Lotus products.

Bennie Gibson

Bennie Gibson is an IBM Certified Systems Architect with IBM Software Services for Lotus. In that capacity, he is responsible for managing various engagements with its clients. Mr. Gibson lives in Wake Forest, NC and has been an IBM/Lotus employee for over 24 years in a variety of sales, consulting, and management roles. He has been working with Notes for over 10 years focusing on architecture and infrastructure. He also has international experience with working on infrastructure engagements in Malaysia.

Brad Schauf

Brad Schauf is an IBM Executive I/T Architect with over 20 years of experience in the computer services and consulting industry. He has experience with enterprise-wide software and messaging and portal deployments, with a concentration on Lotus Notes/Domino messaging infrastructure architecture, application development, and integration as well as WebSphere portal architecture design and deployments. His experience includes API-level application development and lead programmer, enterprise lead for messaging and portal deployments to General Manager including P&L commitments. He was a founder of a successful IBM business partner before joining IBM in 1999.

David Byrd

David Byrd is an IBM Senior Certified Executive IT Architect with IBM Software Services for Lotus from Fayetteville, GA. He has been an IBM/Lotus employee for over 9 years in a number of consulting positions covering various technology areas. David has a deep background in virtually all areas of Lotus products and technologies covering areas ranging from low-level API development and collaborative application architectures, to security architectures and messaging architectures. His current focus is on Lotus Quickr as well as other team collaboration technologies and its deployment within enterprise customers. He has worked with Lotus Notes and Domino for over 15 years.

Dick McCarrick

Dick McCarrick is a freelance writer who has worked extensively with Lotus Notes and Domino over the years. Dick spent over 15 years with the Lotus Notes and Domino team, initially as a documentation writer, then later with developerWorks: Lotus. Since leaving IBM, he continues to be involved with Notes/Domino, co-authoring three previous books on this product.

Joseph Anderson

Joseph Anderson is an IBM Certified Managing Consultant from the IBM Collaboration Solutions Software Team. Joseph has worked with IBM Notes/ Domino, IBM Connections, IBM Sametime, IBM WebSphere Portal, and IBM Quickr since the early 1990s, primarily as a consultant. He is currently responsible for managing complex Customer Engagements focusing on assisting customers with the development, licensing, and deployment of complex environments. Prior to working in the consulting industry, Joseph worked in the legal industry as a Director of Operations, where he leveraged his Master's of Science in Legal Administration from the University of Denver College of Law. Joseph is the co-author of two books: IBM Lotus Notes and Domino 8.5.3: Upgrader's Guide by Packt Publishing and Lotus Notes Domino 8: Upgrader's Guide by Packt Publishing. Additionally, Joseph was a Technical Reviewer for IBM Lotus Notes 8.5.3 How-to by Packt Publishing.

Tim Speed

Tim Speed is an IBM Systems (IBM Senior Certified) Architect with IBM Software Services for Lotus (ISSL). In that capacity, Tim is responsible for designing, and implementing technical solutions our customers. He has been an IBM/Lotus employee for 16 years. He has been working with Notes for over 19 years focusing on messaging, security, and infrastructure. Tim has published a total of 10 books on various topics including Internet Security and Lotus Notes and Domino.
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Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


- 1 submitted: last submission 08 Feb 2012


page 0 others 02 Apr 09
The book clearly states that there will be files for download. However this site<br />indicates there are no files to be downloaded.
page 5 Typo 23 Apr 09
In the Preface, First Paragraph, Sentence 5<br />;but it will also help the administrator -will- new management features.<br />The second will should be -with-.
page 17 Typo 02 Apr 09
3rd paragraph. "Frivolity Autonomic Monitoring Engine (TAME)" should instead be<br />"Tivoli Autonomic Monitoring Engine (TAME)"
page 22 Typo 02 Apr 09
Lotus Notes databases are now called spplications" should be instead "Lotus Notes<br />databases are now called applications

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Get accustomed to the new Lotus Notes 8 client:
- Lotus Notes client UI
- Domino mail
- Lotus Notes calendar
- Lotus Notes contacts
  • Learn how Lotus Notes 8 can help assemble applications using SOA
  • Using the Lotus composite application editor
  • Leverage Notes' open framework to play a key part in SOA
  • Utilizing productivity tools via Open Document Format (ODF): IBM Lotus Documents, IBM Lotus Presentations, IBM Lotus Spreadsheets
  • Get accustomed to the new Lotus Domino 8 server enhancements for:
- Lotus Notes end users
- Domino Administrators
- Domino performance
- Lotus Notes and Domino security
  • Authenticating against Domino Standards-based LDAP
  • Integration with DB2, WebSphere, IBM Tivoli Enterprise
  • Working out a solid upgrade plan
  • Detailed discussion of upgrade issues for moving to version 8
  • Example use case that can be used as a template for your upgrade
  • Tackling Notes client coexistence issues:
- Installing different versions of Notes on a workstation
- Potential issues with calendaring and scheduling in a multi-release environment.
  • Tackling Domino server coexistence issues:
- Domino Directory (names.nsf)
- On Disk Structure (ODS)
- Domino Web Access (DWA)
- Domino Domain Monitoring DDM
- Lotus Notes ID files— with new encryption strengths
  • Tutorial on consuming web services
  • List of important additions to formula language and LotusScript
  • New tools in Domino Designer 8, Lotus Component Designer, and Lotus Expediter
  • Web 2.0 in Notes/Domino: RSS/Atom, blogs, AJAX
  • Integrating with Lotus Quickplace/Quickr, Lotus Sametime, Lotus Connections
  • Extend your Lotus Notes/Domino 8 environment:
- PistolStar’s Password Power 8
- IntelliPRINT Reporting
- IONET Incremental Archiver
- CMT Inspector

In Detail

Lotus Notes is an integrated desktop client option for accessing business email, calendars, and applications on a Lotus Domino server. Domino is an application server that can be used as a standalone web server or as the server component of IBM's Lotus Domino product, which provides a powerful collaborative platform for development of customized business applications. It also provides enterprise-grade email, messaging, and scheduling capabilities.
The Lotus Notes powerhouse has been part of the corporate application and messaging architecture for more than 20 years and, over the years, Lotus Notes has come to signify the essence of electronic business communications. With Lotus Notes 8, IBM has once again provided the user with an intuitive, fully integrated platform to enhance each user's experience with business communications. It is no longer just an email tool, but a basis to extend business communications to a new level.
This book reviews the current release of the powerful Lotus Notes and Domino architecture platform.

"Written by some of the senior architects and specialists of IBM Software Services for Lotus, this book will provide you with an excellent guide to help you realize the value of your investment in Lotus Notes 8. You will learn how to leverage the full capabilities of Lotus Notes 8 and how to quickly move from your existing technology base to this new, feature-rich platform. The authors explore the enhanced productivity tools available with this release, integrating word processing, presentations, and spreadsheets into a seamless unit with your messaging and collaboration solution."
"Developers are not forgotten, as new features and tools are revealed. You will delve into the world of SOA, as the authors show you how Lotus Notes can be part of an SOA strategy that can accelerate your business integration and generate value. The book finishes with a few words about other Lotus products, such as Lotus Sametime, Lotus Quickr, Lotus Connections, and IBM WebSphere Portal—like IBM Lotus Notes, all built on the open-standards-based Eclipse Rich Client Platform (RCP) technology. These products are all converging to become the next generation of people productivity solutions."
[Taken from the foreword of the book, written by Mark J. Guerinot, Director, Americas
IBM Software Services for Lotus (ISSL)]

A complete guide to the most powerful new features and changes of the new release of Lotus Notes/Domino 8


This book walks through the new features in the Lotus Notes/Domino 8 suite and documents these features in a technical, descriptive way, rather than presenting tutorials and examples.
The book also talks about likely problems that the user might face while upgrading, and shows how to get the most of the exciting new features.

Who this book is for

Lotus Notes power users, administrators, and developers working with any version of Lotus Notes/Domino, who want to upgrade to Lotus Notes/Domino 8.

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