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Notes/Domino 8.5 Workshop Lab Manual Lab 11 Installing and Using Lotus Notes Traveler Page 1

Notes/Domino 8.5 Workshop

Lab Manual

Lab 11 Installing and Using Lotus Notes Traveler

Introduction: Lotus Notes Traveler provides two-way, over-the-air synchroni zation between Domino servers and Windows

Introduction:

Lotus Notes Traveler provides two-way, over-the-air synchronization between Domino servers and Windows Mobile handheld devices. Lotus Notes Traveler synchronizes e-mail, calendar, to-do, address book, and journal data in real time. New e-mail arriving in your inbox on the Domino server arrives on the device without you needing to do anything and triggers a notification event, such as a tone or a device vibration. Updates made on the device such as sending a new e-mail or changing a calendar entry are synchronized with the server as soon as a network connection is available.

The Lotus Notes Traveler client provides a simple, easy-to-use interface with a minimal number of configuration settings. You can customize how much data is synchronized with the device to optimize the use of device memory.

The Lotus Notes Traveler 8.5 server runs as a Domino server task and is installed on a server running Lotus Domino 8.5. For basic configurations, the Lotus Notes Traveler component runs on a Domino server immediately following installation with minimal input required from an administrator. All day-to-day administrator activities are performed using the Domino Administrator client and the Domino remote administration console. The Lotus Notes Traveler server task uses the Domino directory to automatically look up and find Notes® users, so there is no manual enrollment procedure.

If you are a Notes user, then you are already enabled as a Lotus Notes Traveler user. Mobile handheld device users only need to install the client software and point the device to a Lotus Notes Traveler server. Device will automatically register with the server and synchronization begins immediately for the user’s device.

The primary method for Lotus Notes Traveler clients communicating with the Domino server is through an over-the-air communication channel such as cellular General Packet Radio Service (GPRS) or WiFi (802.11x). The Lotus Notes Traveler client works with any secure virtual private network (VPN) installed on the device, but provides integrated support with Lotus Mobile Connect 6.1.1.1 (LMC). By using Lotus Mobile Connect, you take advantage of the roaming and secure communication features that logically extend the enterprise network to the mobile device, regardless of the physical network that the device is using. The Lotus Notes Traveler client can connect using public GPRS or GSM networks and still maintain the security and presence of being on a company intranet. Data transmitted between the device and server is compressed to reduce the data traffic to a minimum, which is particularly important over slow traffic links.

If a mobile device is lost or stolen, an administrator can issue a remote wipe command to remove all sensitive data from the device. You have the option to remove the Lotus Notes Traveler application and data or restore the device to the factory default.

Objective:

At the end of the lab, you should be able to:

Install the Notes Traveler Server

Configure Windows Mobile 6 Emulator

Install Notes Traveler Client

Test Notes Traveler Functionality

Remotely Wipe out Traveler data on device

Functionality • Remotely Wipe out Traveler data on device Page 2 of 21 COPYRIGHT IBM CORPORATION
Page 2 of 21
Page 2 of 21

COPYRIGHT IBM CORPORATION 2009 ALL RIGHTS RESERVED.

IBM ISV & DEVELOPER RELATIONS.

Procedure: S ECTION 1: I NSTALLING THE N OTES T RAVELER S ERVER This section

Procedure:

SECTION 1: INSTALLING THE NOTES TRAVELER SERVER

This section walks you through the steps to install IBM® Lotus Notes® Traveler server from the eAssembly executable installer file.

Step 1

Make sure the Domino server is not running. If you need to stop the server, type Quit in the console application.

Step 2

Open the folder C:\Software with File Explorer.

Step 3

Launch the file Traveler85.exe to start the installation process.

Step 4

When prompted, select Next to continue.

Step 4 When prompted, select Next to continue. Page 3 of 21 COPYRIGHT IBM CORPORATION 2009
Step 5 Review and accept the license agreement. Click Next Step 6 Select the Complete
Step 5 Review and accept the license agreement. Click Next Step 6 Select the Complete
Step 5
Review and accept the license agreement. Click Next
Step 6
Select the Complete installation type (This is the 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).
Step 7
Click Next to continue with the installation.
Step 7 Click Next to continue with the installation. Page 4 of 21 COPYRIGHT IBM CORPORATION
Explanation of options: Complete (Recommended): Use this option to install both the Lotus Notes Traveler

Explanation of options:

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.

Step 8

You are now asked to specify the directories in which the Domino program files and data files are located. Leave the default values are shown below and click Next to continue.

values are shown below and click Next to continue. Page 5 of 21 COPYRIGHT IBM CORPORATION
Step 9 The next section asks you to select the appropriate startup options. Leave the
Step 9 The next section asks you to select the appropriate startup options. Leave the
Step 9
The next section asks you to select the appropriate startup options. Leave the default value
and click Next.
Explanation of options:
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 to http://<hostname>/traveler/index.html.
Step 10
Review the installation summary and click Install to start the installation procedure.
and click Install to start the installation procedure. Page 6 of 21 COPYRIGHT IBM CORPORATION 2009
Step 11 When prompted uncheck the View the Info Center box and click Done. By
Step 11 When prompted uncheck the View the Info Center box and click Done. By
Step 11
When prompted uncheck the View the Info Center box and click Done.
By default, Lotus Notes Traveler server and the HTTP server will automatically start when the Domino server starts. Use
the following steps to manually start Lotus Notes® Traveler server.
Step 12
Open the Lotus Domino Server console.
Step 13
Wait for a few minutes for the server to start the all the tasks.
You should see the message
HTTP Server : Started and Lotus Traveler : Server Started in the Domino Console.
Step 14
Click Allow if you get any security prompts.
S ECTION 2: C ONFIGURING THE W INDOWS M OBILE 6 E MULATOR Note: If

SECTION 2: CONFIGURING THE WINDOWS MOBILE 6 EMULATOR

Note: If you are trying to complete this lab using your own machine (rather then the VM Image provided in this workshop), you will need to download and install the following software components:

- Microsoft Device Emulator 2.0

- Windows Mobile 6 Localized Emulator Images ( Windows Mobile 6 Professional Images (USA).msi )

- Microsoft ActiveSync 4.5

Step 1

Launch the Windows Mobile 6 device emulator from the Start Menu option Start > Programs > Windows Mobile 6 SDK > Standalone Emulator Images > US English > Professional

Emulat or Images > US English > Professional Step 2 As the Emulator starts, you should

Step 2

As the Emulator starts, you should see the device emulator after a few minutes.

you should see the device emulator after a few minutes. Step 3 Next, launch the Device

Step 3

Next, launch the Device Emulator Manager from the from the Start Menu option Start > Programs > Windows Mobile 6 SDK > Tools > Device Emulator Manager.

Mobile 6 SDK > Tools > Device Emulator Manager. Page 8 of 21 COPYRIGHT IBM CORPORATION
Mobile 6 SDK > Tools > Device Emulator Manager. Page 8 of 21 COPYRIGHT IBM CORPORATION
Page 8 of 21
Page 8 of 21

COPYRIGHT IBM CORPORATION 2009 ALL RIGHTS RESERVED.

IBM ISV & DEVELOPER RELATIONS.

Step 4 From the screen that opens, locate the running device entry from the list
Step 4 From the screen that opens, locate the running device entry from the list
Step 4
From the screen that opens, locate the running device entry from the list under “Others”
(should be only one entry), right-click on it and select Cradle form the menu. This action
emulates connecting the device to the computer via a cable connection.
Step 5
Minimize (don’t close) the Device Emulator Manager window.
Step 6
The ActiveSync window opens. Select OK when you see the following Microsoft ActiveSync
prompt:
OK when you see the following Microsoft ActiveSync prompt: Page 9 of 21 COPYRIGHT IBM CORPORATION
Step 7 The Synchronization Setup Wizard will start. Click Next to start the wizard. Step
Step 7 The Synchronization Setup Wizard will start. Click Next to start the wizard. Step
Step 7
The Synchronization Setup Wizard will start. Click Next to start the wizard.
Step 8
Accept all the default values and click Next to continue
8 Accept all the default values and click Next to continue Page 10 of 21 COPYRIGHT
Step 9 Click Next without making any changes to this screen. Step 10 Click Finish

Step 9

Click Next without making any changes to this screen.

9 Click Next without making any changes to this screen. Step 10 Click Finish to complete

Step 10

Click Finish to complete the wizard and synchronize your device.

Finish to complete the wizard and synchronize your device. Step 11 Microsoft Active Sync window w

Step 11

Microsoft Active Sync window will now display with a status of Connected. ActiveSync will then initialize Synchronization. You will notice a red STOP icon just below the File menu. This can be used to stop the synchronization process. Once the synchronization completes, the screenshot, as shown below appears. Notice the green Sync icon. This can be used to initiate synchronization again.

You can now minimize the window.

synchronization again. You can now minimize the window. Page 11 of 21 COPYRIGHT IBM CORPORATION 2009
S ECTION 3: I NSTALLING THE N OTES T RAVELER CLIENT Your device is now

SECTION 3: INSTALLING THE NOTES TRAVELER CLIENT

Your device is now ready to access the Notes Traveler server and download the Notes Traveler client. In the next section, you are going to install the Notes Traveler client on a Windows Mobile 6 device running on a Device Emulator.

Step 1

Using your Windows Mobile 6 emulator, click on Start and select Internet Explorer from the program’s list as shown below:

Internet Explorer from the program’s list as shown below: Step 2 On the Internet Explorer address

Step 2

On the Internet Explorer address bar, enter the local’s server URL which is:

http://notesdomino.dfw.ibm.com and click the GO arrow/button to load the page.

Step 3

You will see the IBM Lotus Notes Traveler Client Download page. Click on the link corresponding to your device OS: which is: Windows Mobile 6.0/6.1 Pocket PC

your device OS: which is: Windows Mobile 6.0/6.1 Pocket PC Page 12 of 21 COPYRIGHT IBM
Step 4 When prompted, click Yes to download and open the client installer as shown

Step 4

When prompted, click Yes to download and open the client installer as shown below

to download and open the client installer as shown below Step 5 The status bar displays

Step 5

The status bar displays the download process. Notice the status bar below the Address bar

displays the status of the download. download to complete.

Please be patient as it may take a few of minutes for the

Step 6

When the download is complete, Lotus Traveler installation will begin. No action is required as the installation completes.

n. No action is required as the installation completes. Page 13 of 21 COPYRIGHT IBM CORPORATION
n. No action is required as the installation completes. Page 13 of 21 COPYRIGHT IBM CORPORATION
Step 7 The Lotus Notes Traveler configuration wizard starts. Select Next to begin registering the

Step 7

The Lotus Notes Traveler configuration wizard starts. Select Next to begin registering the Lotus Notes Traveler client.

Next to begin registering the Lotus Notes Traveler client. Step 8 Enter the following data in

Step 8

Enter the following data in the configuration wizard:

User Id:

Domino Admin/ibm

Password:

passw0rd

Server: notesdomino.dfw.ibm.com

Step 9

Click Next to begin the device registration.

Step 9 Click Next to begin the device registration. Page 14 of 21 COPYRIGHT IBM CORPORATION
Step 10 Under applications that you would like to sync, leave them all selected and
Step 10 Under applications that you would like to sync, leave them all selected and
Step 10
Under applications that you would like to sync, leave them all selected and tap on Next.
Step 11
Click Finish to complete the installation of the Notes Traveler client on your device.
installation of the Notes Traveler client on your device. Page 15 of 21 COPYRIGHT IBM CORPORATION
Step 12 When prompted, click OK to close the prompt about the cab file being

Step 12

When prompted, click OK to close the prompt about the cab file being installed. The OK button is on the top right corner of the Device Emulator.

button is on the top right corner of the Device Emulator. S ECTION 4: T ESTING

SECTION 4: TESTING NOTES TRAVELER FUNCTIONALITY

Step 1

Without closing your device emulator window, start Lotus Notes 8.5 client from your Desktop shortcut (if it’s not already started) and login as Manisha Annam / passw0rd.

Step 2

Send a test email to Domino Admin/IBM. Include tables, font sizes and color to test the functionality.

NOTE : With Lotus Notes Traveler 8.5, Rich text email can be displayed on Window Mobile 6 devices, including support for fonts, tables and text color. Lotus Notes Traveler client will render rich text items for those messages synchronized from the server to the device. Exception would be e-mails synchronized to the drafts folder. The drafts folder will be synchronized to the device as plain text.

Step 3 Now switch to your device emulator. After a few seconds you should see
Step 3 Now switch to your device emulator. After a few seconds you should see
Step 3
Now switch to your device emulator. After a few seconds you should see a Notification alert
tell you that you have one new email. The notification will allow you to Click on the word
“email” to open your mailbox and read your new mail.
Step 4
Tap on the email to Open your email using the device emulator
Step 5
Email will open and display the rich text format.
Step 6
With the message open, select Reply.
Step 7 Enter your response in the reply message and tap on Send. Step 8
Step 7 Enter your response in the reply message and tap on Send. Step 8
Step 7
Enter your response in the reply message and tap on Send.
Step 8
Switch back to the Notes 8.5 client and refresh your inbox after a few seconds. You should
see the reply that you sent from the device.

Note: Forwarding, replying, editing, or creating an e-mail with the device will render the content as plain text

Step 9

Use the same technique to test for synchronization of Calendar, Contacts, Notes, and Tasks items.

SECTION 4: REMOTE WIPE

If a mobile device is lost or stolen, an administrator can issue a remote wipe command to remove all sensitive data from the device. You have the option to remove the Lotus Notes Traveler application and data or restore the device to the factory default.

Step 1

Make sure the Domino server is running.

Step 2

Click File->Open->Lotus notes Application, select the DOM85/ibm server to look in when prompted, and open Manisha Annam.nsf from inside the mail folder.

and open Manisha Annam.nsf from inside the mail folder. Page 18 of 21 COPYRIGHT IBM CORPORATION
Step 3 Without closing your device emulator window, start Domino Administrator 8.5 client from your
Step 3 Without closing your device emulator window, start Domino Administrator 8.5 client from your
Step 3
Without closing your device emulator window, start Domino Administrator 8.5 client from your
Desktop shortcut and login as Domino Admin / passw0rd.
Step 4
If the Admin client is not connected to any server, goto File > Open Server and select
Dom85/ibm as the server name.
Step 5
From the Domino Administrator, select the File tab. Make sure the Show me list is Database
only.
Step 6
Navigate to the database IBM Lotus Notes Traveler - lotustraveler.nsf.
Double-click to open the application.
Step 7
Open the Device Security view.
Step 8
The Microsoft DeviceEmulator is listed as one of the devices. Highlight the device and Select
the Wipe Device
Note: If you select the hard reset option, then this also removes Lotus Traveler and

Note: If you select the hard reset option, then this also removes Lotus Traveler and all PIM and e-mail data on the device

Step 9 Select Lotus Traveler Application and Data to remove the Lotus Application and data

Step 9

Select Lotus Traveler Application and Data to remove the Lotus Application and data on the device. Please remember that this will wipe out all the email data on the device.

 
 
 

Explanation of options:

Hard Reset Device : This option will restore the device back to factory default settings.

Lotus Traveler Application and Data :

This option will remove the Lotus Traveler application and all PIM and

Email data that was synchronized with Lotus Traveler.

Storage Card : This option will remove any data that is present on storage cards loaded in the device.

Step 10

At the confirmation dialog, select No if you do not wish to remove the application and data on the device. Please remember that selecting Yes this will wipe out all the application and email data on the device.

wipe out all the application and email data on the device. Note: Some older Windows Mobile

Note: Some older Windows Mobile devices running Windows Mobile version 5 without the Microsoft Messaging and Security Feature Pack upgrade may not hard reset when they receive the reset command from the Lotus Traveler server. Instead these devices will simply reboot. If this does happen, then the Lotus Traveler client will detect that the hard reset command has failed and will execute a wipe of the Lotus Traveler Application and Data

Summary:

Congratulations! You have finished the Lab!

In this lab, you have successfully:

Installed and started the Notes Traveler Server

Configured Windows Mobile 6 Emulator

Installed Notes Traveler Client

Tested Notes Traveler Functionality

Understand how a Remote Wipe works