IBM SmartCloud
™
SmartCloud for Social Business SmartCloud Notes Hybrid Configuration IBM SmartCloud Notes Product Management
© 2013 IBM Corporation
Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Notes™ Customer Account Configuring the SmartCloud Notes “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings Q&A
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© 2013 IBM Corporation
SmartCloud Notes™ “Reference” Architecture
Highlighted items are the key to hybrid integration 3
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© 2013 IBM Corporation
What Does “Hybrid” Mean ? ●
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In the context of SmartCloud Notes, it refers to a specific configuration of the SmartCloud Notes customer account within the service It allows existing IBM Domino® customers to integrate the on-premise environment and is a core strength and value proposition It defines the administrative model allowing more control using standard on-premise administration tools (Domino Administrator client, Domino Directory) As a “Hybrid” customer, the customer Admin can choose if the mail users mail account exists onpremise or in the SmartCloud Notes service.
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It is designed to support both transitory or perpetual coexistence
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Customers select the “Hybrid Environment” option when performing initial setup
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Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Customer Account Configuring the SmartCloud “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings Q&A
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© 2013 IBM Corporation
Key Value Propositions of “Hybrid” ●
Customers can keep current environment / investment in their existing Domino architecture
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Supports IBM Notes®, browser and mobile clients.
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Users don't need to care who is Hosted or On-Premises ●
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Maintains the existing certificate hierarchy and domain structure ● ● ● ● ●
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e.g. user address lookup & mail routing just work
No cross-certification required Users keep their existing ID files Users keep their existing Internet mail addresses SmartCloud Notes virtual servers are members of the same hierarchy / domain Domino directories (primary, ex. dircat, etc.) are replicated into the service for synchronization
Supports native NRPC mail routing ●
Preserves Domino specific items like database/document links and stored form content
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No change required to continue accessing existing applications
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Existing mail databases can be transitioned in their entirety ● ●
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Encrypted content remains intact Private items remain intact
Flexibility in deployment / transition time scale 6
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Hybrid Environment – Administration & Directory ●
SmartCloud Notes becomes an extension of the customer environment
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User, Group and Policy management are performed as they are done today*
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One or more directories are synchronized into SmartCloud Notes to provide common view of users, groups, policies, etc. Customer owns e-mail domains and receives all mail for those domains before routing to SmartCloud Notes Internal Domino server handles directory replication (Domino 8.5.1 FP2 +) ●
List of directory replicas to be replicated –
e.g. names.nsf, otherdomainnames.nsf, exdircat.nsf, etc.
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Remote access via directory assistance is not supported
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All directories need to be replicated to the directory synch server
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EDC's supported for mail routing and name picker only (can't be used for user selection for provisioning)
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Careful directory planning is needed prior to configuring your SmartCloud Notes company account
* via the Domino directory and Administrator client
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Hybrid Environment - Policies ●
In a hybrid environment in which some mail files are on SmartCloud Notes servers and some are on-premises on company Domino servers, Domino Administrators can use explicit group policies to ensure that all users have the same Notes client experience... See Using administrative policies
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Some policy settings are enforced for all SmartCloud Notes users and cannot be overridden by a group policy... See Policy settings restrictions
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Other policy settings can be set by customer administrators and applied using explicit group policies via policy documents that are in their on-premises Domino directory... See Creating policies for service users
Note: An on-premises Domino administrator cannot open the SmartCloud Notes policy to view the settings. However, from the Domino Administrator client, they can view a detailed summary of the effective policy settings by viewing a policy synopsis for a selected user or group.
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Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Customer Account Configuring the SmartCloud “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings Q&A
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Hybrid Configuration Software Version Requirements Version requirements for on-premises IBM Domino Servers: On-premises Server Type Supported Versions Mail routing server (in the directory synchronization and mail routing domain)
IBM Domino 8.5.1 Fix Pack 2 IBM Domino 8.5.2
(in the directory synchronization and mail routing domain)
IBM Domino 8.5.1 Fix Pack 2 IBM Domino 8.5.2
Mail servers that request the free time of SmartCloud Notes users
IBM Domino 8.5.1 Fix Pack 2 IBM Domino 8.5.2
Directory synchronization server
Passthru domain servers
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Any supported version of IBM Domino Use IBM Domino 8.5.2 for fastest response time for connections from SmartCloud Notes to on-premises servers.
IBM SmartCloud Notes - Hybrid Configuration
© 2013 IBM Corporation
“Hybrid” – Basic Architecture Single Domino domain Single Domino passthru server Single combined Domino mail routing and directory replication server Customer data flow: On-premises Domino directory sync occurs with SmartCloud Directory Sync Server replicating with replication hub server via the passthru server SmartCloud Notes NRPC mail from service users to on-premises users routed to mail hub via passthru server On-premises NRPC mail sent to SmartCloud Notes users routed from on-premises mail (hub) server(s) to the service NRPC mail hub via network load balancers Most suitable for implementations where HA is not a requirement (e.g., pilot or smaller customer implementations) 11
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“Hybrid” – High Availability Implementation Single Domino domain Up to two Domino servers acting in passthru roles Up to two Domino servers performing mail routing Up to two Domino servers for directory replication
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“Hybrid” – Multiple Domain Architecture Multiple Domino domains One domain designated as primary through which hybrid connectivity from SmartCloud Notes is achieved Other domains become subordinates in the context of mail routing, free-time lookup and directory replication Directory updates from downstream domains are replicated via the directory replication hubs in primary domain Each domain is responsible to independently route mail directly to the SmartCloud Notes service. Note: Once the account is configured for the primary domain the customer creates group / connection documents for each additional domain in their environment.
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“Hybrid” – Multiple Data Center Implementation Single Domino domain Pair of customer data centers Pair of passthru servers (primary in one data center and secondary in the other data center) Separate mail routing and directory replication hub servers in each data center Provides for both a level of local (within data center) resilience and DR protection in the event of data center failure
Suitable for larger customers who have infrastructure in more than one data center 14
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“Hybrid” – 'Shim' Domain Between SCN & Existing Domains Hybrid 'shim' domain inserted between SCN and multiple other existing domains Existing domains are all subordinate (route mail and replicate directory through) the “shim” domain Single passthru server (a second could be added for failover) Separate mail routing and directory replication hub servers Note: Once the account is configured for the shim domain the customer creates group / connection documents for each additional domain in their environment.
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“Hybrid” – Leveraging Infrastructure-as-a-Service for Domino Applications Single Domino domain Single passthru server Single combined Domino mail routing and directory replication server Domino application and “hybrid” integration servers (like passthru) hosted on IBM SmartCloud Enterprise / Enterprise+ or IBM Softlayer No Domino servers on customer network Note: Customer DMZ and SmartCloud Enterprise firewall not shown 16
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Hybrid Environment – Firewall Rules ●
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Follow the wiki instructions referenced below to ensure firewall configurations allow for proper traffic flow while minimizing risk of network attacks The risk of attack increases if you relax these rules See Preparing the firewall
Important: All Notes installed clients that access hosted mail files in the SmartCloud Notes services also need to be able to reach outbound on TCP/IP port 1352 to the service
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Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Notes Customer Account Configuring the SmartCloud Notes “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings Q&A
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Creating the Company Account in SmartCloud Notes
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The customer has no responsibility to perform initial account setup; it is done by the SmartCloud for Social Business Customer Service Group on behalf of the customer Creating the customer account is the culmination of processing an initial customer order for a defined set of SmartCloud for Social Business offerings and associated numbers of subscriptions Prior to implementation, it is important to devote time to thoroughly planning the end state architecture / configuration as making changes later may require tear down and set up again Customers need to provide some basic information: ● ● ●
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Name of the company as it will appear in SmartCloud Notes Name and email address for the initial administrator account Other administrator contact information (address, phone)
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Company Account Setup Complete
Once the setup is completed, the information provided should be visible and things are ready to move forward.
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Administrator Account Activation Invitation
The customer administrator receives the welcome email with a link to follow to activate their account.
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Administrator Account Activation Submission The administrator sets a new password, language, time zone, accepts TOU and then submits Once complete, their admin account should show active in the company account user list
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© 2013 IBM Corporation
Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Notes Customer Account Configuring the SmartCloud Notes “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings Q&A
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Selecting Hybrid Configuration
Click to start the setup process
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© 2013 IBM Corporation
Initial Hybrid Configuration Status
First, populate and run the Pre-configuration Test Tool
Visual status of outstanding steps
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Download the Pre-Configuration Test Tool
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Enter Server Details and Run Configuration Test
After entering information requested click “Run Test” 27
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Hybrid Pre-configuration Test – Screen Output
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Hybrid Pre-configuration Test – Screen Output with log file
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Configure Directory Sync Server
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Configure Mail Routing Hub
Provide at least one Domino server and domain name here
Define your Mail server base name
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Configure Passthru Server
DNS host names are preferred in these configuration items
Enter at least on Domino passthru server, host name and associated Domino domain name
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Create Server OU Certifier for SmartCloud Virtual Server Name Registration
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Upload Certifier ID
Upload organizational unit certifier that will be used to create virtual server identities
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Confirm All Information Entered
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Preparing for Account Activation
To Prepare your account use the Domain Configuration Tool
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Downloading the Domain Configuration Tool
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Domain Configuration Tool – Three modes of operation Note: administrator and remote console access are required to run this tool
Three modes of operation; pre-configuration test configuration report Configure servers
Important: If you make any configuration changes, you must download and re-run this tool. 38
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Configuration report (Dry Run where no actual changes are made)
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Domain Configuration Tool – Configure servers
Note: administrator and remote console access requirements to run this tool
Note: review the log file results
Important: If you make any configuration changes, you must download and re-run this tool. 40
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Preparing for Account Activation ●
After running the Domain Configuration Tool the service is now able to and does sync the directory
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Once completed that will be shown as below To verify that the configuration tool has successfully updated the Domino onpremises environment, check the following documents for the updates reported in the Domino Configuration Results output... ●
There will be three new entries in the domain's Domino Directory ACL ●
There will be a new on-premises passthru server document ●
There will be three new groups in the Domino Directory ●
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Internet Domain Verification ●
The service performs domain name verification to prevent abuse of SmartCloud Notes accounts
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The service uses a CNAME record for the purpose of verifying a domain name
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If a Global Domain Document does not exist it should be created now The list of Internet domain names that populate the Internet Domain Verification window is pulled from your on-premises Global Domain documents after directory synchronization ●
If the list is incomplete or includes unwanted Internet domains, edit the Global Domain documents to include the correct domain name information and synchronize the directories again before proceeding to verify ownership of your domain. ●
Note: It is not always necessary to validate all domains in the list, but users can only be provisioned with SmartCloud Notes subscriptions if their SMTP e-mail domain suffix corresponds to a validated domain.
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Internet Domain Verification ●
The service requires you to create a CNAME record to prove ownership of a domain.
After the CNAME record is created, it may take time for your hosting service DNS to replicate it to the Internet so that the service can resolve it via DNS. 1. Click “Verify Ownership” and the screen expands to show the steps ●
2. Notes the process steps and perform a copy paste of the unique key to avoid misinterpretation of letters and numbers (l, 1, O, 0) and create the CNAME record 3. After creating the CNAME record come back to this screen and click “Begin Verification” 4. A pending verification appears in yellow. Do not restart the verification unless advised by IBM Support 5. A verified domain is reflected as shown
1.
4.
2.
3. 5.
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Final Account Activation
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ID Vault ●
IBM creates the ID vault when your customer account is created
In order for a user's ID file to be uploaded to the ID vault, you must issue a Vault Trust Certificate from a parent certifier of the user ID file to the ID vault certifier ●
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After the Vault Trust Certificate is issued, only IDs of users with SmartCloud Notes accounts are uploaded to the ID vault.
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Issue the certificate after the on-premises directory has been synchronized with the SmartCloud Notes directory.
Click Tools, ID Vaults, Manage and follow the prompts along the lines of these three ID Vault slides
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Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Notes Customer Account Configuring the SmartCloud Notes “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings
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Configuration Test
Seven test suites or categories: 1.Certifier 2.Domain Configuration 3.Vault Configuration 4.Server Configuration 5.Directory Sync 6.Mail Server Access 7.Mail Hub Server
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Configuration Test (examples of results)
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Configuration Test (examples of results)
Seven test suites or categories: 1.Certifier 2.Domain Configuration 3.Vault Configuration 4.Server Configuration 5.Directory Sync 6.Mail Server Access 7.Mail Hub Server
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Agenda SmartCloud Notes “Hybrid” Reference Architecture Key Value Propositions of “Hybrid” Configuration Common SmartCloud Notes “Hybrid” Configurations Setting Up the “Hybrid” Configuration ● ● ●
Creating the SmartCloud Notes Customer Account Configuring the SmartCloud Notes “Hybrid” Account Information Validating and Testing the Configuration
Configuring general SmartCloud Notes account settings Q&A
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SmartCloud Notes Web Administration
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Hypothetical Example – not an IBM recommendation
Administration - SmartCloud for Social Business (1 of 2) Topic
Security
Sub-Topic
Policy
Notes
Password Expiration (web)
Enabled for 90 days
Approved and consistent with on-premises
Password Sync
Enabled
Password Reset Support
Enabled custom message and URL for support
Approved and consistent with on-premises
Application Passwords
Not enabled
What is the mobile governance guidance?
IP Address Ranges
Not enabled
Instant Messaging
Pointing to on-premises ST
Default Zone
Set to Eastern US
Email Management
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Approved and plan to switch to the service IM once all users are moved in
Limit Message Size
No enabled
External Forwarding
Enabled
Approved and consistent with on-premises
Link Style
Enabled for both Notes web links
Insures the group now using browser only for mail can open the occasional doc link in their v6.5 client
Mail Retention in Trash Folder
Enabled, set to 60 days
Delete Older Email
Enabled, set to 3 years
Retention policy now enforced
Manage Routing to External Domains
Enabled
Routing to accomplish data loss protection
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Hypothetical Example – not an IBM recommendation
Administration - SmartCloud for Social Business (2 of 2) Topic
Policy
Notes
Inbound Internet Mail Routing
Not configured
Mail routes through on-premises first
Name Finder
Basic Quick Search
Evaluating a change to the Standard setting
Email Filters
Not configured
To be configured once mail routes to the service
IMAP Email Access
Enabled for all users
Password Expiration (Notes client)
Enabled for 90 days
Mail Templates Extension Forms Files
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Sub-Topic
Standard
Using 8.5.3
Default
Using 8.5.3 English
Custom
None used at this time
Templates
None used at this time
Custom Extension Forms Files
None used at this time
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System Settings - Notes Account Settings:
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Instant Messaging
IBM SmartCloud Notes - Hybrid Configuration
© 2013 IBM Corporation
System Settings - Notes Account Settings:
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Time Zone
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System Settings - Notes Account Settings:
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Email Management
IBM SmartCloud Notes - Hybrid Configuration
© 2013 IBM Corporation
System Settings - Notes Account Settings:
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Email Management (cont)
IBM SmartCloud Notes - Hybrid Configuration
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System Settings - Notes Account Settings:
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Inbound Mail Routing
IBM SmartCloud Notes - Hybrid Configuration
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System Settings – Notes Account Settings: Email
Filters
New in this update is the ability to set several Options ● ● ● ● ●
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EXISTING - Address Filter – Allow, Filter or Block NEW - Spam System Filter – Allow, Filter or Block NEW - Keyword filter added – Newsletters – Allow, Filter or Block NEW - Display “Report as Spam” menu in the SCNotes web UI NEW - Send periodic junk mail report to all users
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System Settings – Notes Account Settings: Email
Filters
Email Filters – updates in GA8 – available for “service only” customers or “hybrid” customers who have their MX record pointed at the service
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Address Filter – Allow, Filter or Block
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NEW - Spam System Filter – Allow, Filter or Block
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NEW - Keyword filter added – Newsletters – Allow, Filter or Block
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NEW - Display “Report as Spam” menu in the SCNotes web UI
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NEW - Send periodic junk mail report to all users
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Address Filter – Allow, Filter or Block
© 2013 IBM Corporation
System Settings – Notes Account Settings: Email
Filters
Email Filters updates in GA8 – available for “service only” customers or “hybrid” customers who have their MX record pointed at the service ●
Address Filter – Allow, Filter or Block
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NEW - Spam System Filter – Allow, Filter or Block
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NEW - Keyword filter added – Newsletters – Allow, Filter or Block
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NEW - Display “Report as Spam” menu in the SCNotes web UI
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NEW - Send periodic junk mail report to all users
Spam System Filter* – Allow, Filter or Block (default is Block)
* When set to “Filter (to deliver to Junk folder)” spam captured by content filtering is delivered to the Junk folder Note: certain spam is blocked via IP filtering and is not delivered to Junk folder 61
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System Settings – Notes Account Settings: Email
Filters
Email Filters updates in GA8 – available for “service only” customers or “hybrid” customers who have their MX record pointed at the service
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Address Filter – Allow, Filter or Block
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NEW - Spam System Filter – Allow, Filter or Block
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NEW - Keyword filter added – Newsletters – Allow, Filter or Block
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NEW - Display “Report as Spam” menu in the SCNotes web UI
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NEW - Send periodic junk mail report to all users
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Keyword Filter – “Newsletters” Allow, Filter or Block
© 2013 IBM Corporation
System Settings – Notes Account Settings: Email
Filters
Email Filters updates in GA8 – available for “service only” customers or “hybrid” customers who have their MX record pointed at the service
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Address Filter – Allow, Filter or Block
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NEW - Spam System Filter – Allow, Filter or Block
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NEW - Keyword filter added – Newsletters – Allow, Filter or Block
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NEW - Display “Report as Spam” menu in the SCNotes web UI
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NEW - Send periodic junk mail report to all users
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Display to end user – Report as Spam – requires use of a specific new template, browser users will see the menu item by default
© 2013 IBM Corporation
System Settings – Notes Account Settings: Email
Filters
Email Filters updates in GA8 – available for “service only” customers or “hybrid” customers who have their MX record pointed at the service
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Address Filter – Allow, Filter or Block
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NEW - Spam System Filter – Allow, Filter or Block
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NEW - Keyword filter added – Newsletters – Allow, Filter or Block
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NEW - Display “Report as Spam” menu in the SCNotes web UI
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NEW - Send periodic junk mail report to all users
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Send junk mail report to end user – admin specifies the number of reports sent each day (send every X hours)
© 2013 IBM Corporation
System Settings – Notes Account Settings: IMAP
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Email Access
IBM SmartCloud Notes - Hybrid Configuration
© 2013 IBM Corporation
System Settings – Notes Account Settings: Password
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Expiration
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System Settings – Notes Account Settings: Name
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Finder
IBM SmartCloud Notes - Hybrid Configuration
© 2013 IBM Corporation
SmartCloud Notes web – Name Finder – Click on “To:” hot spot Current experience - “Basic” option ●
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Click on the To: hot spot opens the Select Addresses dialog type “mar” moves the user down the sorted directory view to the first instance where the last name that starts with “mar” No change from prior experience
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New August Update - “Basic Quick Search” ●
Type “john” into the Select Addresses Search for field and results show people with “john” in their given name or surname
IBM SmartCloud Notes - Hybrid Configuration
© 2013 IBM Corporation
SmartCloud Notes web – Name Finder – Type in the “To:” field New August Update - “Basic” & “Basic Quick Search” ●
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Type “john” into the To: field and search returns results on “john” in either given name or surname
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IBM SmartCloud Notes - Name Finder in the new Standard mode Enhanced web user addressing experience, select the correct “Smith” with confidence*
1. Search in the “To:” field Type a partial name, view results where the given or surname match; view Picture, Title, Department, Location and Internet address from the directory
1.
2. Search via “Select Names” Type a partial name, view results where the given or surname match; view Picture, Title, Department, Location and Internet address plus users' “Reports To” information from the directory; further refine results by sorting on Title, Department, Location or Manager
2.
Results for “John” show John and Johnson as a given or surname
* Addressing configuration shown requires Name Finder be set to Standard which is a Limitied Availability capability which requires a customer request to Support to enable the configuration option, see Configuring the name finder Note: Pictures and names fictitious Fall 2013 70
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System Settings – Notes Account Settings: Journaling
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Options
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Reference Materials SmartCloud Notes Service Information ●
Data Sheets, Overview Documents, Solution Briefs & White Papers
SmartCloud Notes Documentation ●
Administering SmartCloud Notes: Hybrid Environment
SmartCloud Support Information ● Support Options for Administrators ● Technical Support ● System Requirements
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Legal Disclaimer
© IBM Corporation 2013. All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. IBM, the IBM logo, Lotus, LotusLive, IBM SmartCloud, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. All references to “ISSL ONPREMA TEST COMPANY”, “SCNBP0” and “ONPREMA” refer to a fictitious company and are used for illustration purposes only.
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