The Lotus Notes Traveler server is installed and runs on a Domino server that must have access to the

mobile users mail file. These mail files could be located on the same server as the Lotus Notes Traveler server or they could be hosted on remote Domino servers. In either case, Lotus Notes Traveler uses the local Domino directory names.nsf to find the home mail server for a mobile user. Names.nsf on the Lotus Notes Traveler server or Directory assistance should be configured on the Domino server in such a way that when Lotus Notes Traveler looks up mobile users, it can find their name entries. Install Lotus Notes Traveler server on a Domino server that is configured as part of the existing Domino domain in the network, otherwise it is necessary to handle cross-domain ID certification issues between this server and remote domains. The Domino server that is hosting the Lotus Notes Traveler service must have the HTTP Web server component installed. This component is installed by default when you install your Domino Server. Server Hardware and software requirements The hardware system requirements for Lotus Notes Traveler server are the same as those for the Lotus Domino server. The Lotus Notes Traveler server requires approximately 250 MB of free RAM and 500 MB of free disk space for database and log files. Lotus Notes Traveler server can be installed on the following operating systems:

Microsoft Windows 2003 Standard Edition 32-bit or 64-bit Microsoft Windows 2003 Enterprise Edition 32-bit or 64-bit Microsoft Windows 2003 R2 Standard Edition 32-bit or 64-bit Microsoft Windows 2003 R2 Enterprise Edition 32-bit or 64-bit

Note: Itanium-based 32-bit and 64-bit systems are not supported. The Lotus Notes Traveler server must be installed on a Domino Server running Lotus Domino 8.0.1 or 8.5.1. Note: The mail files accessed on behalf of the mobile device users by the Lotus Notes Traveler service must be running on at least Domino 7.0.2 servers or above. Remote Domino mail servers can be installed on any operating system that the Domino server supports. Only the Domino server that is hosting the Lotus Notes Traveler server task is required to run Lotus Domino 8.0.1 or 8.5.1. Lotus Notes Traveler supports standard Domino 6.5, 7.0, and 8.x mail file templates, including Domino Web Access.

Installing the server

Consider the following items while planning the Lotus Notes Traveler server installation: The Domino server that is hosting the Lotus Notes Traveler server must be part of the same domain as the users' mail servers, or it must have access into that domain. The Domino server that is hosting the Lotus Notes Traveler server must have Manager access to all user mail files. This task can be accomplished by making the Domino server part of the LocalDomainServers group. Each user must have an HTTP password, or directory assistance must be configured so that the user ID and password can be validated. If you previously installed a Beta release of Lotus Notes Traveler, then uninstall the Beta release before proceeding with this installation. Unread replication must be set up for each user so that the unread marks can be maintained correctly for the device. To activate unread replication using the Lotus Domino Administrator client:

1. From the Domino Administrator, click the Files tab.

2. Select the databases for which you are enabling the replication of unread marks. 3. From the Tools panel, click Database > Advanced Properties. 4. Click Select and then Replicate unread marks. 5. To enable replication of unread marks for the selected databases across all servers, click All servers. 6. To enable replication of unread marks for any cluster containing a replica of the database, click Clustered server only. 7. Click OK.

Steps to install from eAssembly. To install IBM Lotus Notes Traveler server from the eAssembly, perform the following steps:

1. Please refer to the product website for instructions on obtaining the

eAssembly.http://www.ibm.com/software/lotus/products/notes/traveler.html 2. Launch the eAssembly obtained in step 1. 3. Review and accept the license agreement. 4. Choose the installation type: o Complete (Recommended) Use this option to install both the Lotus Notes Traveler server and Lotus Notes Traveler client Web site. The Web site includes documentation, Lotus Notes Traveler client downloads, and Lotus Mobile Connect downloads. Server only This option installs only the Lotus Notes Traveler server component. Web site only Use this option to install only the Lotus Notes Traveler Web site, which includes Lotus Notes Traveler client downloads and Lotus Mobile Connect downloads.

o o

5. Specify the directories in which the Domino program files and data files are located. You might
also be prompted to enter the directory for thenotes.ini file if it is not present in the Domino server program files directory. Note: You might be prompted to enter the directory for the notes.ini file if it is not present in the default directory of your Domino Server. 6. Select the appropriate startup options: o Configure HTTP Server on startup. (Recommended) This option sets "NTS_VERIFY_HTTP=true" in the notes.ini file and causes Lotus Notes Traveler Server to perform the HTTP configuration tasks during startup. If you have not already customized your HTTP server settings, then it is recommended that you allow Lotus Notes Traveler to make these settings for you. If you do not want these settings automatically configured, clear this option. Set client download Web site as home page for this server. The Lotus Notes Traveler Web site runs on top of the Domino HTTP server, so the HTTP server must be running to access the Lotus Notes Traveler Web site. If

the Lotus Notes Traveler Web site is set as the default, then it can be viewed by pointing any Web browser to http://<hostname>. If the Web site is not set as the default, it can be viewed by pointing the Web browser tohttp://<hostname>/traveler/index.html. 7. Review selections and install Lotus Notes Travele

Configuring the Server

Manually configuring the HTTP server

The HTTP service must be configured on the server running the Lotus Notes Traveler service. By default the HTTP server is configured during the Lotus Notes Traveler server installation. If you deselected Configure HTTP server on startup during installation you will need to manually configure the HTTP configuration. This section provides detailed description of the configurations. Use the following steps to manually configure the HTTP server: 1. Open Domino Administrator and connect to your Domino server.

2. Select Configuration > Server > Current Server Document. 3. Select Edit Server and verify these parameters:
o o o o o Basics Tab > Load Internet Configurations from Server/Internet Sites documents set to enabled. Internet protocols tab > Domino Web Engine tab > Java servlet support set to Domino Servlet Manager. Internet protocols tab > Class path Make sure this path is an existing directory. This step is optional, but the HTTP server will display an error message if this directory does not exist. Internet protocols tab > HTTP > Maximum requests per persistent connection set to at least100. Internet protocols tab > HTTP > Input Timeout set to at least 75 seconds.

4. Save the Server Document.

5. Expand Web from the left navigation pane and select Internet sites. 6. Select Add Internet Site > Web and verify these parameters:
o o Basics tab > Descriptive Name for this site set to IBM Lotus Notes Traveler Web. Basics tab > Organization set to your organization, usually specified by "O=" in a fullyqualified user name. Note: Do not include "O=" in this field. Basics tab > Use this web site to handle request which cannot be mapped to any other web sites set to No.

o o o o

Basics tab > Host names or addresses mapped to this site set to any host names and aliases used to access this server, including IP addresses and local host if they will be used to access this server. Basics tab > Domino servers that host this site set to*. Domino Web Engine tab > Session authentication set to Single Server. Security tab if you want to allow only TCP connections, set the following: TCP Authentication > Anonymous set to No. This setting is optional and provides a more secure environment. TCP Authentication > Name and Password set to Yes. TCP Authentication > Redirect TCP to SSL set to No. SSL Authentication > Anonymous set to No. SSL Authentication > Name and Password set to No. Security tab if you want to allow only SSL connections, set the following: Note: The following SSL steps assume the Domino Server is already configured and enabled for SSL. See the Domino documentation for steps on how to obtain the appropriate SSL certificates, create the appropriate keyfile, and enable the HTTP port for SSL connection. TCP Authentication > Anonymous set to No. TCP Authentication > Name and Password set to No. TCP Authentication > Redirect TCP to SSL set to No. SSL Authentication > Anonymous set to No. This setting is optional and provides a more secure environment. SSL Authentication > Name and Password set to Yes. SSL Options > Key file name set to your keyfile name Security tab if you want to allow both SSL and TCP connections, set the following: TCP Authentication > Anonymous set to No. This setting is optional and provides a more secure environment. TCP Authentication > Name and Password set to Yes. TCP Authentication > Redirect TCP to SSL set to No. SSL Authentication > Anonymous set to No This setting is optional and provides a more secure environment. SSL Authentication > Name and Password set to Yes. SSL Options > Key file name set to your keyfile name

7. Select Save and Close.

8. Open the Web site you just created.

9. Select Web Site > Create Rule.

10. Verify these parameters: o o o Basics Tab > Description set to IBM Lotus Notes Traveler Website Rule. Basics tab > Type of rule set to Override Session Authentication. Basics tab > Incoming URL pattern set to /servlet/traveler*. Note: The value Servlet can be changed but should match the value Servlet URL path specified in the Servers Document on the Internet Protocols tab > Domino Web Engine tab.

11. Select Save and Close.

12. Open for edit (or create if necessary) the <Domino Data Home>/servlets.properties file, and verify
these parameters: o o servlet.traveler.code=com.lotus.sync.servlet.TravelerServlet servlets.startup=traveler

13. Save and Close the file.

14. Restart the HTTP server.

Configuring IBM Lotus Notes Traveler 8.0.1.x and Domino Web Services on the same server

Technote (troubleshooting)

Problem Some configuration problems may be experienced when running IBM Lotus Notes Traveler and Domino Web services on the same Domino server. This may occur if you have existing Internet Site or Web SSO documents configured or if you are using Domino Web Access (DWA), IMAP, POP3, LDAP, SMTP or IIOP. Symptom Existing web services may not function properly after installing and running IBM Lotus Notes Traveler.

Cause IBM Lotus Notes Traveler enables Internet Site documents on the Domino server. After enabling Internet Site documents, additional configuration may be required to continue using Domino Web Services.

Resolving the problem Best Practices When practical, it is recommended that IBM Lotus Notes Traveler be installed on a separate Domino server that is a member of the mail domain. This setup reduces the possibility of configuration issues with existing Domino Web services. If this is not a feasible setup for your organization, Lotus Notes Traveler can be installed on any supported Domino 8.0.1 or later server in your mail domain. If the target Domino server hosts mail files and/or runs additional Web Services, review the information in this technote to help troubleshoot any configuration problems you may encounter.

Installing and configuring IBM Lotus Notes Traveler 8.0.1.x

During installation of Lotus Notes Traveler you will be presented with the option "Configure HTTP Server on startup". For most cases the best practice is to leave this option enabled and then follow instructions below to troubleshoot any configuration problems, however, if you already have Internet Sites enabled on your Domino server and have an existing Internet Site document for Web (HTTP) protocol, then it is recommended that you un-select this option during install. See section below on Lotus Notes Traveler and Internet Site documents for more information. If "Configure HTTP Server on startup" was selected during install, Lotus Notes Traveler will configure the HTTP server the first time it starts. The only configuration change made that may effect other services is to enable Internet Site documents for the Domino server and enable Session Authentication. For a complete list of every change Lotus Notes Traveler makes during startup see the link below "Manually configuring IBM Lotus Notes Traveler". Using Web Configurations View Many problems can be resolved simply by changing the Domino HTTP Server to use Web Configurations instead of Internet Sites. If you prefer to use Web Configurations, follow the steps below to disable Internet Site documents. If you prefer to use Internet Site documents, please review the remaining sections in this technote to help trouble shoot any configuration problems. - Install Lotus Notes Traveler accepting the default install options. - Start lotus Notes Traveler and allow to configure for Internet Site documents. - Verify that lotus Notes Traveler is running and is functional. - Set NTS_AUTO_CONFIG=false in the notes.ini file. - In the Domino Administrator client: Open the current server document -> Basics tab -> Load Internet configurations from Server\Internet Sites documents -> Change to 'Disabled'. - Save the configuration changes and restart the HTTP Server. At this point Internet Site Documents will be disabled and Lotus Notes Traveler will still be functional. IBM Lotus Notes Traveler and Internet Site Documents If your Domino server does not currently use Internet Site documents or does not have an Internet Site document for the Web (HTTP) protocol than it is recommended that you allow Lotus Notes Traveler to perform the configuration then review the remaining sections in this document to be certain all Domino Web services are configured correctly. You can also choose to manually configure Lotus Notes Traveler if preferred by following the steps in the "Manually configuring IBM Lotus Notes Traveler" link below. If your Domino server already uses Internet Sites and has an existing Internet Site document for Web (HTTP) protocol then the only action required is to manually configure Lotus Notes Traveler to use the existing Internet Site documents. Follow all the steps shown in the "Manually configuring IBM Lotus Notes Traveler" link below noting the two differences listed here. Once completed your server should be configured correctly and no further action required. 1. Step 6 - Add Internet Site: Instead of creating a new Internet Site document select your existing Internet Site document for Web

(HTTP) protocol and review these settings:

Basics tab --> Host names: Be sure all hostnames used to access this server from a Lotus Notes Traveler Client are listed here unless this site is set as the default site for the server. Configuration tab --> Home URL: Set this to /traveler/index.html if you want the Lotus Notes Traveler Client download website to be the default site for the Domino server. Domino Web Engine tab --> Session authentication: For performance reasons it is recommended that Single Server or Multiple Server (SSO) be selected here. This reduces the number of times the Lotus Notes Traveler Client has to login during the sync process. See sections below on DWA and Web SSO for more information related to authentication. 1. Step 8 - Open your existing Internet Site document for Web (HTTP) protocol

IBM Lotus Notes Traveler and Domino Web Access (DWA) After Lotus Notes Traveler has been installed and configured, DWA is still functional, however with Internet Sites enabled and Single Server or Multiple Server specified for Session Authentication, the default DWA login mechanism is changed from a 401 challenge to an HTTP login form. Many devices and web clients are not equipped to handle the HTTP login form. Follow these steps to revert back to the 401 challenge.

Once Lotus Notes Traveler is installed and configured open the Domino Administrator Client and connect to the Domino Server Navigate to the Configuration Tab --> Web --> Internet Sites Locate and open the Internet Site document entitled "IBM Lotus Notes Traveler Web" or your equivalent Internet Site document for Web (HTTP) protocol. Choose the Web Site button and select Create Rule. Enter these values for the rule: Description: DWA Rule (any value here is fine) Type of rule: Override Session Authentication Incoming URL pattern: /mail* Note: Choose the URL pattern appropriate for your organization. The default URL for DWA is /mail/username.nsf so in general /mail* will work fine. Save and Close the rule. Restart the HTTP Server.

IBM Lotus Notes Traveler and POP3, IMAP, SMTP Inbound, LDAP and IIOP Lotus Notes Traveler enables Internet Sites documents and creates an

Internet Site document for Web (HTTP) protocol. For each additional protocol that is to be used (IMAP, POP3, SMTP Inbound, LDAP, and IIOP) it is necessary to create a corresponding Internet Site document. See link below "Creating an Internet Site document" for more information. For convenience, steps for creating a POP3 Internet Site document are listed here:

Open the Domino Administrator Client and connect to your Domino Server. Navigate to Configuration Tab --> Web --> Internet Sites Select Add Internet Site --> Choose POP3 On Basics Tab --> Descriptive name: Enter any descriptive title. On Basics Tab --> Organization: Enter your organization. On Basics Tab --> Host names: New line separated list of hostnames you wish this Internet Site document to apply - for example: hostname.domain hostname ip address Security Tab --> SSL Authentication --> Name and Password: Set to No unless SSL is enabled for this server. If SSL is to be enabled, modify additional SSL parameters on this tab as needed. Save and close the Internet Site Document. Restart the POP3 task.

IBM Lotus Notes Traveler and Web SSO Documents (single sign-on) The Domino documentation states that all servers participating in an SSO group must use the same mechanism for configuring Internet access. They must either all use Internet Site documents or they must all have Internet access configured in the Server document. This is important information for planning the Lotus Notes Traveler install since Lotus Notes Traveler uses Internet Site documents. If you have an existing SSO group that does not use Internet Site documents you may want to consider installing Lotus Notes Traveler on a Domino server that is not a member of the SSO group. Lotus Notes Traveler does not need to be on the same Domino server as the mail files for users to be able to sync their data to the Lotus Notes Traveler client. The other option is to convert all servers in the SSO group over to using Internet Site documents. See the link below "Single Sign-on for Web Users (SSO)" for more information on converting/using Internet Site documents. After installing and configuring Lotus Notes Traveler you can add the server to an existing Internet Site based SSO group by following the steps shown here:

Open Domino Administrator and connect to your Domino Server. Navigate to Configuration Tab --> Web --> Internet Sites Select Create Web SSO Configuration - Skip this step if the appropriate Web SSO Configuration documents already exist in this view. Fill in appropriate fields for the SSO document and save. See link below "Creating Web SSO Configuration document" for more details. Locate and open the Internet site titled IBM Lotus Notes Traveler Web or your equivalent Internet Site document for Web (HTTP)

protocol. Select Edit Web Site. On Domino Web Engine Tab: Change Session authentication to Multiple Servers (SSO) On Domino Web Engine Tab: select the Web SSO Configuration you just created. Save and close the Internet Site document. Restart the HTTP Server task.

Configuring SSL
Configuring the SSL connection for the Lotus Notes Traveler server also includes restarting the Domino, Lotus Notes Traveler, and HTTP servers. The following instructions assume you have already configured the Domino Server for Secure Sockets Layer (SSL). See the Domino documentation for more information. After you have successfully started the Domino server and the Lotus Notes Traveler server, use the Domino Administrator client to perform the following steps to configure the Lotus Notes Traveler server for SSL support:

1. Obtain and install the SSL certificate, and modify the Domino Server configuration to allow SSL
access. Refer to the Lotus Domino Server documentation for instructions.

2. Go to Web > Internet Sites on the Configuration tab. 3. Locate and open the Internet Site Document entitled "IBM Lotus Notes Traveler Web". 4. Select Edit Web site 5. Select the Security tab. 6. Set Redirect TCP to SSL to No
Note: Redirect currently not supported.

7. Set SSL Authentication Name and Password to Yes. 8. If desired, set SSL Authentication Anonymous to Yes. This setting allows users to view the
Web pages without entering the user name and password.

9. Verify that the SSL Options > Key file name is correct. 10. Select Save and close .
11. Restart the Domino Server, Lotus Notes Traveler Server, and HTTP server. Note: Lotus Notes Traveler 8.0.1 and 8.0.1.1 do not support test or self-signed SSL certificates. Only valid signed SSL certificates obtained from a certificate authority are supported. As of Lotus

Notes Traveler 8.0.1.2 self-signed Domino SSL certificates are supported. Please review the Domino documentation on how to generate and use self-signed SSL certificates.

Customizing the client download Website

The Client Download Website contains the Lotus Notes Traveler client software packages. Customizing the client download Website will provide users with tailored environment and instructional information. The client download Website is customized by editing the index.html file located in the data\domino\html\traveler directory. Use the following best practices when customizing the client download Website: Place all custom files in a directory other than the /domino/html/traveler directory. Then link to the html, images, and client packages inside the traveler directory. This is done to ensure custom files are not lost during uninstall. Use the bootstrap.nts file to aid in provisioning clients. When updating the sample bootstrap.nts file make sure to copy to a new location for same reasons as mentioned above. See topic Creating the bootstrap.nts file for more information Do not move or delete the files under the /domino/html/traveler directory. Some of these files are used by the Lotus Notes Traveler servlet. You can copy some or all of these files to a different location or even different server for purposes of web hosting, but leave the original files in their installed location. Modify the Home URL in the IBM Lotus Notes Traveler Internet Site Document. This will allow your customized web content to be displayed when using http://<hostname><domain> for the URL. Also you will need to edit or remove the NTS_WEBSITE_HOME parameter in the notes.ini file. By default this parameter is set to traveler/index.html and is used by Lotus Notes Traveler to set the Home URL value during startup. Restrict access to the web content to users with valid usernames and passwords by editing the IBM Lotus Notes Traveler Internet Site document and changing the values for Anonymous access. Secure the Website by enabling SSL for the HTTP Server. See topic Configuring SSL for more information. Recommended content for the Client Download Website includes: o User configuration requirements if any (I.E. changes required to user ACL and account creation.) o Link to client install instructions in the information center. o Link to VPN software download if required for access. o Link to bootstrap.nts file. o Link to Lotus Notes Traveler client software download page http://<hostname><domain>/traveler/index.html. o Link to Lotus Notes Traveler servlet for self help http://<hostname><domain>/servlet/traveler

Creating the bootstrap file

The installation of the Lotus Notes Traveler Windows Mobile client is accomplished by downloading a cabinet (CAB) file to the mobile device. Upon installation, the CAB file launches the configuration wizard

which collects information required to connect to the Lotus Notes Traveler server. To expedite this process, you can provide a file containing default values for many of the fields in the configuration wizard. The bootstrap file is named bootstrap.nts and is provided as a sample with the Lotus Notes Traveler client web site installation. The file has an XML structure which must be maintained, even though the file extension does not end with .xml. To customize this file for your environment, first make a backup copy of the original file. Using a text editor, modify the configuration contents to match your deployment environment and save the file. When users download the CAB file to their devices, they must also download the bootstrap.nts file to the \My Documents\ folder on the device. When the user installs the CAB file, the default information will be read automatically from the file. For information on the parameters contained in thebootstrap.nts file, see Table 1. The bootstrap.nts file is deployed on the server in the Domino Web server directory <Domino data directory>\domino\html\traveler\bootstrap\bootstrap.nts. A link to this file is commented out in the <Domino data directory>\domino\html\traveler\index.html file. The easiest way to provide the bootstrap.nts file to the user is to first modify this file to match your operating environment and then uncomment the link in the client Web site HTML file. Note: Users must copy the bootstrap.nts file to the My Documents folder on their device for the settings to be recognized. This location is the default when downloading directly to the device.

Table 1. bootstrap.nts file parameters

Parameter devPuserid None Value Description

The Lotus Notes Traveler user ID. If your company uses a well-known domain, then consider filling this parameter in with the domain portion and leave off the user id. F example, "@mycompany.com" Lotus Notes Traveler server host name or IP address 0 = SSL disabled, 1 = SSL enabled Sync TCP port number Sync SSL port number Lotus Notes Traveler servlet path AutoSync TCP port number 0 = LMC is disabled, 1 = LMC is enabled LMC gateway host name or IP address

devPprimary devPSSL devPsyncP devPsyncPS devPservR devPport devPvpnenable devPvpnserver

None 0 80 443 /servlet/traveler 8642 1 None

Table 1. bootstrap.nts file parameters

Parameter Value Description

devPvpnport devPvpnusesame

8889 1

LMC gateway port number

LMC should use the same User ID and password as Lotus Notes Traveler 0 = false, true LMC User ID if not same as Lotus Notes Traveler Indicates whether saving the LMC password is desired 0 = No, 1 = Yes Indicates whether the LMC default profile should be used 0 = No, 1 = Yes LMC connection profile identifier only specified if not using the default profile

devPvpnuserid devPvpnsavepassword devPvpnusedefault devPvpnconnid

None 1 1 None

notes.ini settings
The notes.ini settings are defined for a basic set of Lotus Notes Traveler settings that can be used to change or override the Lotus Notes Traveler default values. For most installations, you will never need to change these settings. They are provided here for your reference in cases where the default values are not compatible with an existing system.

Table 1. Server configuration settings

Option NTS_AUTO_CONFIG Value Set to true if you selected Configure HTTP Server at startup. Description If set to true Lotus Notes Traveler server configures and starts or restarts (if necessary) the HTTP server during startup. This value is assumed true unless specifically set to false. If set to true Lotus Notes Traveler server enables anonymous TCP authentication to the HTTP Server. If set to false Lotus Notes Traveler Server disables anonymous TCP authentication to the HTTP server. The value is assumed true unless specifically set to false. Note: This option only affects access to Web pages/documentation on the HTTP server. Access to user data, including PIM and e-mail always requires the user to supply a valid username and password.

NTS_ALLOW_ANONYMOUS

Not in the notes.ini file by default.

NTS_WEBSITE_HOME

Set to traveler/index.html if Set client download website as home page for this server. was selected during installation.

If NTS_WEBSITE_HOME is set, during startup Lotus Notes Traveler server uses the value specified to set the home URL for the HTTP Server. The value set by default for the installation is traveler/index.htmlwhich is the URL for the client download Website. You can set the URL to whatever you want to be the default for your HTTP server. Note: Home URL means the URL displayed if the user accesses the server with the following URL:

Table 1. Server configuration settings

Option Value Description http://<hostname><domain>

NTS_IPC_TCP_Port=portnumber[, host address]

Not in notes.ini file by default. Louts NotesTraveler server uses 50125 as the default port number. The host address uses the first address in the Domino HTTP server host name list or uses all addresses if the HTTP server host name list is empty or not enabled. Not in notes.ini file by default. Lotus Notes Traveler server uses 8642 as the default port number. The host address list uses the Domino HTTP server host name list or uses all addresses if the HTTP server host name list is empty or not enabled. Default value is false.

Inter process socket connection between Lotus Notes Traveler Server and its HTTP server servlet. Add this notes.ini setting to override the default port number and optionally the host address.

NTS_AUTOSYNC_TCP_PORT=portnumber[, host address1 [, host address2 [. . .]]]

TCP port number and host addresses that device clients can use to register with the Lotus Notes Traveler AUTOSYNC server. Add this notes.ini setting to override the default port number and optionally the HTTP server host name list.

servelet.traveler.initArgs=debug=

If set to true, debug output from the Traveler servlet will display in the Domino console.

Creating a Lotus Notes Traveler policy settings document

Use the Lotus Notes Traveler policy settings document to define preferences for synchronizing Domino users mail database data with their mobile devices. You can synchronize E-mail, Calendar, ToDo, Address Book and Journal data. IBM push technology is used to deliver updates to the device as they occur in real time. You can also specify logging levels for the mobile device, establish e-mail settings for attachment size truncating messages, and device low battery threshold. To create a Lotus Notes Traveler policy settings document, follow these steps:

1. Make sure that you have Editor access to the IBM Lotus Domino Directory and one of these
roles: o o PolicyCreator role to create a settings document PolicyModifier role to modify a settings document

2. From the Domino Administrator, select the People & Groups tab, and then open the Settings
view.

3. Click Add Settings and then choose Lotus Traveler. 4. On the Basic tab, assign a name to the policy settings document and add a description. 5. Complete these fields on the Preferences - Sync tab:
Field Auto Sync Action

Specify whether automatic synchronization processing from the server to devices is on or off Recommend On.

Synchronize

Specify one of more PIM types to synchronize with the device: e-mail, Calendar, To Do, Co Journal.

6. Complete these fields on the Preferences - Filter Settings tab:

Field Email Body Truncation Action

Click to enable the e-mail body truncation filter. When enabled , you can select the maximum of email characters, in K, to synchronize to the device. Specify how many characters from th the email are synchronized to the device before the email is truncated.

Maximum Email Attachment Size Allowed - Administrator

Specify the maximum combined size of all attachments in a document, in KB, that can be synchronized to a device. This administrator setting is one that Notes client users cannot ch setting is always locked. Click to enable attachments to synchronize with the device.

Email Attachments Email Attachment size

Select the total combined size of attachments in a document, in KB, allowed to synchronize w device. The value you specify cannot exceed the value in the Maximum Email Attachment S Allowed field.

Email Data Filter

Click to enable the e-mail data filter, and then select the amount of days to keep an e-mail on device. If the filter is not enabled, all e-mails are synchronized. Click to enable synchronization for e-mail of high importance only.

Email Importance Calendar Date Filter - Past Events/Future Events

Select the date range of calendar events to synchronize. A repeating event is included in whe its instances are within the date ranges. All dates from a repeating entry will display on the d calendar. When all instances of a calendar event fall outside the past event date range, it is re from the device. Specify a date range for past events and one for future events as described b Past Events -- Click to enable the filter for past events. Select the length of time, that is how

Field

Action

the past, calendar entries are to be synchronized. When the filter is not enabled, all past even synchronize. Future Events -- Click to enable the filter for future events. Select the length of time, that is h into the future, calendar entries are to be synchronized. When the filter is not enabled, all fut will synchronize. Journal Date Filter To Do Status

Click to enable the Journal Date Filter, and then select the amount of time to keep a Journal e the device. Entries are removed from the device when their modified date is older than the fi

Select Incomplete Status Only if you only want to synchronize To Dos that have a status of Incomplete.

1. Complete these fields on the Preferences - Device Settings tab:

Field Device Logging Level Maximum Device Log File Size Auto Sync Network Action Select a device client logging level of Low, Medium, or High. Specify the maximum size, in KB, of the log file.

Select either SMS or TCP Network as the communication mechanism used by the server to e automatic synchronization messages with the device client. Select the percent of device battery power at which the client will disable automatic synchro processing. The device user can perform a manual synchronization from the client when the power is below this threshold. This setting is not applicable while the device is on AC power.

Low Battery threshold

2. On the Comments tab, enter or modify comments regarding this policy settings document. 3. On the Administrator tab, enter or select the Owners and Administrators of this document. 4. Click Save and Close. 5. Add setting document to either an existing or new policy document. For more information on
policies, see the topic Policies in the Domino 8.0.1 Administrator help. Note: The policy change is not pushed to the affected user's mail database immediately. The admin process task does this push operation periodically, every 6 hours by default. To update immediately, run the Domino console command tell adminp process traveler on the mail servers that are hosting users affected by the new policy. The initial settings on a users mobile device will use the setting values from a policy if the policy is in effect when the mobile device registers for the first time. When no policy is in effect then built-in defaults are used. The mobile device settings are saved in the users mail database as a device profile. Separate device profiles are maintained for each mobile device the user registers. If the user gets a new device its

default settings will come from the current effective policy, if any, when that device registers for the first time. Once a device profile has been created for a particular device changes to the policy settings have no effect on settings for that mobile device unless the settings are locked. Locking a setting or changing a locked setting value will update the setting value on the device. A mobile device user cannot change setting values from his device for settings that are locked by a policy.

Server synchronization settings

The synchronization default settings for all users come from the NTSConfig.xml file, and users can change their settings from their devices. Lotus Notes Traveler provides default synchronization settings to the Lotus Notes Traveler client during the client's initial registration with the Lotus Notes Traveler server. The user can then modify these settings through the Lotus Notes Traveler client user interface. Synchronization settings changes made on the client device are saved in the user's Domino mail database in a device profile. In the event that the device experiences a hard reset, the saved settings are restored to the client when the client is reinstalled and registers with the Lotus Notes Traveler server.

Table 1. Default synchronization settings

Setting Auto sync Low battery threshold Device logging level Device maximum log file size Auto sync network Synchronize Description Turns automatic synchronization on or off Battery power level at which auto sync is suspended Sets the logging level Log file size in KB On 20% Low 100 Default value

TCP or SMS Which items from the Notes desktop should be synchronized to the Lotus Notes Traveler client.

TCP network

Enabled

Email Calendar ToDo Contacts Journal

Email body truncation enabled

Enables e-mail body truncation

Table 1. Default synchronization settings

Setting Email body truncation Email attachments Email attachment size Email date filter enabled Email date filter Email importance Calendar date "in past" filter enabled Calendar date "in future" filter enabled Calendar date filter - past events Calendar date filter - future events Journal date filter enabled Journal date filter ToDo Status filter Description Characters beyond this value in the e-mail body are truncated from the email body. Allow e-mail attachments Maximum size (in KB) for each attached file Allow filtering email by date Filter by number of days old Filter by importance Enables date "in past" filtering Enabled date "in future" filtering Number of days in past of calendar events to display Number of days in future of calendar events to display Enables journal date filtering Days to filter Status of To Do options to be displayed 5000 Disabled 100 Enabled 5 Default value

Synchronize e-mail with any impo value Enabled Enabled 7 90 Enabled 7 Incomplete only

Installing the client

Users can download the Lotus Notes Traveler client to their mobile devices in several different ways. All delivery methods of downloading the Lotus Notes Traveler client installation file to a mobile device are supported. The following list includes some of the methods: Over-the-air (OTA) connect to the Client Download Web site ActiveSync e-mail attachment Bluetooth Infrared Removable memory card After you have downloaded and installed it, the Lotus Notes Traveler client requires minimal user configuration before it can synchronize with the Notes Lotus Notes Traveler server.

Use the following steps to install Lotus Notes Traveler Client from the Client Download Web site: 1. Power on the mobile device. 2. Launch the browser. 3. Point the browser to the Client Download Web site. Example of client download Web site URL: http://<hostmname>/traveler/index.html

4. Download the bootstrap file, click Yes to save file in the default location \My documents.
5. Select your device type.

6. Transfer the file, NotesTravelerxxxx.cab to your mobile device, and open the file.
7. When the installation is complete, the Lotus Notes Traveler configuration wizard starts.

8. Select Next to begin registering the Lotus Notes Traveler client.

9. Enter the following data: o o o Username Password Lotus Notes Traveler server host name

10. Select Next. 11. Select the applications you wish to synchronize and select Next. 12. Select OK.

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