11
Installing Notes Clients
One of the most labor-intensive portions of a Notes deployment is installing Notes clients. The sheer number of clients in many networks makes installing Notes clients a big job. The standard Notes client installation requires the physical presence of
someone at the client during installation. Administrators should write a set of instructions for installing Notes (you can use the instructions from this chapter) so that they don't have to personally install Notes on every client.
This chapter explains
- Notes licensing options
- Different installation options for Notes clients
- The Notes client installation program
- How to set up Notes clients
Some planning is required to minimize problems during a Notes install. Chapter 5, "Building a Deployment Plan," and Chapter 6, "Customizing Your Deployment Plan," present the overall sequence you should follow before installing a
Notes network.
Understanding Notes Client Licensing
Just as in any other major endeavor in life, Notes installation lends itself to some up-front planning. Before installing Notes clients, it's a good idea to understand the licensing options for Notes client software. There are three types of client
licenses, depending upon the capabilities that you want your users to have:
- Notes Mail
- Notes Desktop
- Notes Client (Full)
The different types of Notes licenses give users different levels of access to Notes databases and Notes database templates. In addition, different license types imply different levels of design capabilities for Notes databases, and different levels of
Notes administration capabilities.
Lotus Notes Mail Licenses
Notes Mail license users have access to only the following types of databases:
- Databases created with the Lotus Notes mail database template.
This template is a predefined Lotus Notes template, and Notes automatically creates a mail file for the user from this template when his ID file is generated.
- Communication and collaboration databases created from communications and collaboration database templates.
These databases help the user to work with other workgroup users.
- Documentation databases.
These databases are provided by Notes for the users' reference.
- Administration databases.
These databases store information about activity on the Notes network user and are useful for maintaining and troubleshooting the system.
If a Notes mail license user attempts to access a database not listed here, Notes will refuse access. Notes mail licenses are primarily used by organizations migrating from cc:Mail.
Lotus Notes Desktop Licenses
Lotus Notes Desktop licenses provide the next level of access after Notes Mail licenses. A Notes Desktop user has access to all types of Notes databases and database templates, including:
- Databases created with the Lotus Notes mail database template.
This template is a predefined Lotus Notes template, and Notes automatically creates a mail file for the user from this template when his ID file is created.
- Communication and collaboration databases created from communications and collaboration database templates.
These databases help the user to work with other workgroup users.
- Documentation databases
These databases are provided by Notes for the users' reference.
- Administration databases
These databases store information about activity on the Notes network user and are useful for maintaining and troubleshooting the system.
- Any custom or third-party databases and templates available to the user.
The Notes Desktop license doesn't permit the user to use any Notes design or administrative features. Lotus Desktop licenses should be used for users who don't need to create personal views or agents. Some organizations will make widespread use of Notes
Desktop licenses. Application developers, IS management, and end-user management should all participate in the decision to use a Notes Desktop license instead of a full Notes client license.
Full Lotus Notes Client Licenses
Lotus Notes licenses allow the user to access all types of Notes databases and database templates. In addition, unlike the users of the other two license types, Lotus Notes license users can also perform design and administration functions such as
- Creating a new database from an existing template
- Creating their own Notes database templates
- Customizing any existing Notes database or template
- Lotus Notes licenses also allow the user to perform Notes administrative functions like registering new users and servers, certifying files, and so on.
Planning for Installation
Just as in the server installation phase of the Notes network, the client installation phase requires a little up-front planning to ensure reduced maintenance after installation. Because a Notes client install will typically include installation of
mobile clients that may be available only for short periods of time, planning and scheduling the install helps to coordinate the whole process. In the experience of the author, scheduling the installation phase is a much-neglected aspect that, although
seemingly trivial, can save a lot of heartache. A realistic schedule that lists every user to receive Notes can help set expectations for both users and administrators.
Because mobile client users are usually out of the office, and hence unable to connect to the corporate LAN most of the time, they have to be taken care of during the (brief) time that they are in the office. Building the schedule of each person to be
installed thus can save a lot of overhead time spent (unproductively) in coordinating the installs. Although client installation could theoretically be done over the telephone line (using remote-access software packages), the large volume of data being
transferred would render the process very slow and expensive. Besides, that system would require the user to perform the installation himself, which, in the case of novice computer users, would be difficult.
Installation should always be coordinated with training. Users should receive training within 48 hours of having Notes installed on their desktops. There are few things that waste the Notes administrator's productivity more than inexperienced users
asking novice questions, which could well be handled by a simple hour of classroom-style instruction. Distributing documentation helps, but it can never take the place of hands-on interactive instruction, especially since most users don't find the time to
read literature if they don't have to.
Understanding Installation Options
There are four options for Lotus Notes client installation:
- CD-ROM
- 3 1/2-inch floppy disks
- Installing from a network distribution on the file server
- Installing Notes on a shared directory on the file server
The following sections cover each option.
Installing from CD-ROM
Lotus Notes ships only on CD-ROM, so that is the easiest medium from which to install. Installing from CD-ROM requires the computer to have access to a local or network CD-ROM drive. Although installing from CD-ROM takes the least pre-installation work,
other options may take less effort overall.
Installing from Floppy Disks
If the computer on which you want to install Notes doesn't have access to a CD-ROM drive, you can create your own set of install disks on 3 1/2-inch floppy disks from the Lotus Notes CD-ROM. Because most computers these days have floppy disks, most
computers can take advantage of this installation method, but installing Notes from floppy disks can be much slower because the installer must wait while the installation program runs so that floppy disks can be fed into the machine.
Creating a Set of Install Disks for OS/2
Before you begin creating a set of install disks for OS/2, you need 16 high-density floppy disks. Make sure that they are blank and formatted. To create the install disks, perform the following steps:
- Insert the Lotus Notes CD-ROM in the CD-ROM drive.
- From the OS/2 command prompt, open the OS/2 directory on the CD-ROM (at the time of this writing it is \OS2) and go to the DISK_KIT directory. The DISK_KIT directory has the following subdirectories:
- INSTAL1 (containing installation files)
- P32WRK1 to P32WRK7 (containing Notes workstation files)
- DATA1 to DATA6 (containing Notes data files)
- Insert one of the floppy disks into the floppy drive.
- Copy the files from one of the directories listed in step 2 to the floppy disk.
- Use the LABEL command to label the disk with the name of the directory. The syntax of the command is:
LABEL [<drive>:][<label>]
where <drive> is the drive letter and <label> is the directory name.
- Remove the disk from the drive and label the disk similarly with a soft point marker.
- Repeat steps 4 through 6 for all the directories.
Creating a Set of Install Disks for Windows NT
Before you begin creating a set of install disks for Windows NT, you need 17 high-density floppy disks. Make sure that they are blank and formatted. To create the install disks, perform the following steps:
- Insert the Lotus Notes CD-ROM in the CD-ROM drive.
- Insert one of the floppy disks into the floppy drive.
- From the Main program group in Program Manger, double-click the File Manager icon.
- Open a window for the CD-ROM drive by clicking its icon. Double-click the Win32 directory and open the DISK_KIT subdirectory.
- The DISK_KIT directory has 17 subdirectories labeled DISK1 through DISK17. Copy the files from one of these directories to the floppy disk by clicking and dragging the icon of the subdirectory to the icon of the floppy drive.
- Remove the disk from the drive and label the disk with the name of the directory using a pencil.
- Repeat steps 5 through 6 for all the subdirectories.
Installing from a Network Distribution File Server
Notes can be installed on a file server so that the actual installation can be done on Notes workstations over the network. By using a file server, you can install on clients without a CD-ROM. You also don't need to hand out copies of the Notes
installation media (CD-ROM, floppy disks).
Most organizations should install from a file server. This method enables one person to install several Notes clients at one time. You can start up the install program on several machines because there are no disks to feed to the machine, and you
dont need multiple copies of a CD. Installing from a file server also ensures that the network is working at the time of installation.
To set up a network distribution server, Notes copies the Notes installation files in compressed form to a file server. Users can access the file server and install a copy of the application on their hard disks. Everything proceeds just as in a regular
install from CD-ROM, except that the source of the files is a file server. To install Notes to a network distribution file server, do the following:
- Insert the CD-ROM into the drive (or floppy disk, for a disk install).
- (Windows NT) Choose File | Run from the Program Manager menu, and in the Command Line box enter the following command:
<drive>:\<Install_Path>\Install
where <drive> is the drive letter, and <Install_Path> is the path for the install files.
or
(OS/2) Type <drive>:\<Install_Path>\InstPM in the OS/2 window, where <drive> is the drive letter, and <Install_Path> is the path for the install files.
- In the dialog box that appears, enter the person's name and company name under which the software has been registered. (Note that the names you supply are for software registration purposes only and aren't used in the actual Notes setup.)
- Check the Install on a File Server check box.
- Choose Next.
Install asks whether you want to install the files to a file server or create a network distribution.
- Click the Network Distribution radio button.
- Choose Next.
The Specify Distribution Directory dialog box opens.
- Specify the drive and the installation folder for the Notes network distribution directory.
- Choose Next.
The install program asks whether you want to copy the files to the hard disk.
- Choose Yes.
The Notes program files are copied to the file server in compressed form. Any user who can access the network drive can run the Notes install program to install Notes on his local machine.
To install from a file server, follow these steps:
- Open the directory under which the network distribution files are stored on the file server.
- Type Install at the command prompt. Press Enter.
The install program runs just like the CD-ROM installation (see the later section "Running the Install Program" for details).
Installing Notes from a Shared Program Directory
Suppose that you are installing Notes client software on workstations that are low on disk space, or you don't feel justified in having copies of Notes program files occupying space on multiple computers in your network. You should consider storing the
Notes program files in a shared directory on a file server. A user can then perform a client install on his machine over the network, copying only a minimal set of files to the local hard disk. The client runs Notes using the program files on the server.
These are the benefits of installing Notes from a shared program directory:
- Only one set of program files needs to be installed on the server, instead of one set on every workstation, thereby conserving disk space.
- Workstations with smaller hard disks can be made Notes clients. (Indeed, you could even use diskless workstations.)
- Files can be backed up at a central location, instead of having to perform backups of multiple locations.
- Software upgrades become easier to perform, as only the software on the server is upgraded instead of every single workstation.
- Applications, files, and templates can be distributed quickly and are immediately available to the users.
These are the disadvantages of installing Notes from a shared program directory:
- Just as with any other file-server application, running Notes over the network can constrict network bandwidth and cause a bottleneck at the server. In addition to increasing network throughput, this system can cause performance problems at the file
server.
- Running Notes from the file server requires the user to be constantly LAN-connected to the server. This plan may not be suitable for users who want to use the mobile features of Notes.
- In the event of a server crash, all Notes activity on the network comes to a halt. Because all the files reside on the server, users can't use Notes in disconnected client-only mode.
An administrator needs to set up the shared program directory before clients can install from the shared program directory. The shared directory setup
- Installs the Notes program files in a directory on the file server.
- Creates a Node install program. This program creates a minimum set of configuration files on the workstation in order to run the Notes client using the files on the file server.
Each client must run the Node install program before using Notes.
Making a Decision about the Location of Personal Directories
For a user to run an application over the network from a file server, he must have a personal directory. This directory contains the Notes configuration files for that user. A data subdirectory could also be setup to hold personal databases.
When running a Node install on a workstation, there is a choice of locating the personal directory on the local hard disk or on the file server. Locating personal directories on a server
- Enables administrators to backup personal databases
- Increases network traffic from users accessing files in their personal directories
- Saves disk space on client machines
Be sure to protect personal directories stored on a file server, using whatever security mechanisms are offered by your file server. Uncontrolled access to user files stored on a server completely destroys any other security you may want to enforce.
Performing a Node Install on a Network Node
To perform a node install on a network node, perform the following steps:
- From the client machine, open the main directory on the file server where the program files reside. This step requires the network administrator to give at least read privileges to the user for the shared directory that contains Notes.
- Run the Install program.
- A dialog box appears, asking the user for the personal directory. A personal directory is one in which important configuration files are stored (see the preceding section). Enter the directory name and choose Next.
The Install program copies files to their destinations.
A node install can be used only for Notes client installs. Notes servers can't run from files stored on a file server. Server installation requires the Notes program files to reside on the hard disk.
Don't use the file server containing users' personal directories and data files as a Notes server or client. If the file server is used as a Notes client, the user at the workstation will have local access to other users' Notes databases. In Lotus Notes
Release 3, users with local access to Notes databases could bypass the Access Control List (ACL) of the database. Release 4 of Notes implements security on local databases. Even so, it may compromise database security (see Chapter 18, "Administering
Notes Security," for details). Similarly, if the file server is used as a Notes server, users with access to the file server may gain local access to server-based databases if file system-level security isn't implemented properly.
For users to be able to perform node installs on a Notes client, they must have network access to the directory containing the Notes node install program. This usually involves creating a share for this directory, and assigning (at least read)
permissions to the users. In most cases, this task is performed by the network administrator.
When users perform Notes node installs on a network node, they must use the same drive letter that they will use when running Notes from the file server. Windows 95-based clients can access the server using either of two formats:
<drive_letter>:\<path>
where <drive_letter> is the drive letter that has been mapped to the share on the file server and <path> is the path relative to the share
or
\\<server_name> \<share_name>\<path>
where <server_name> is the name of the file server, <share_name> is the name of the share, and <path> is the path relative to the share
In either case, the program directory and the personal directory must use the same absolute path as the node install.
Installing Notes on a Workstation
Installation of a Notes client takes three steps:
- Registering the user.
- Running the installation program.
- Running workstation setup.
Before running the installation program, make sure that you have reviewed your installation options, as outlined in earlier sections.
Registering a New User
The first step in client installation is registering the user who will use the Notes workstation in the Public Address Book. This procedure is done by a person who has administrator privileges for the registration server (meaning that he is listed in
the Administrators field in the server document of the Public Address Book on the server used for registering the user), or by the server itself (on a workstation session on the server). Registering a new user
- Creates a person document for the person in the Public Address Book and populates it with the details supplied by the administrator during the registration process.
- Creates a user ID for the person and certifies it with the certifier ID specified by the administrator. The user ID is encrypted and appended (attached) to the user's person document or saved in a file as specified by the administrator.
See Chapter 18, "Administering Notes Security," for more details on registering users.
Running the Installation ProgramOS/2
Lotus Notes for the OS/2 operating system requires OS/2 Warp version 3 or OS/2 Warp Connect Version 3. You have four options when installing Notes for OS/2. You can install from CD, floppy disk, a file server, or a shared directory. See the earlier
section "Understanding Installation Options" for directions on preparing to install Notes with one of these four techniques.
To run the Notes client software installation for OS/2, follow these steps:
- Shut down any screen savers and turn off any virus-detection software.
- Close any applications that might be running in the background.
- If you are upgrading from an existing version of Notes, back up any of the following files that you have:
- user.id (if it isn't already stored as an attachment to the person document in the Public Address Book)
- names.nsf, the personal Name and Address Book
- notes.ini, the Notes configuration file
- desktop.dsk, the desktop settings file
- Any customized template (.NTF), modem (.MDM), script (.SCR), SmartIcons (.SMI or .TBL), or bitmap (.BMP) files
- Insert the CD-ROM (or floppy disk #1 for a floppy disk install) into the drive. If you are installing from a file server or shared program directory, make sure that you have access to the shared drive.
- Open an OS/2 window, and type
<drive>:\<Install_Path>\InstPM
where <drive> is the drive letter, and <Install_Path> is the path for the install files. Press Enter.
The initial Notes installation dialog is displayed.
- Enter the name and company name under which the software has been registered.
- The names you supply are for software registration purposes only and aren't used in the actual Notes setup.
- Make sure that the Install on a File Server check box is unchecked.
- Choose Next.
Notes offers install options: Standard Installation, Server Installation, and Customized FeaturesManual Install. Standard Installation installs the workstation files to your computer, Server Installation installs the server software, and Customized
FeaturesManual Install enables you to select the components you want to install. Don't select Server Install when installing just the Notes client.
- If you chose Customized FeaturesManual Install in step 8, select the components you want to install. Make sure that the Notes Server option isn't selected.
- Enter the name of the directory and drive where you want your Notes program files and your Notes data files to reside. If the directories you specify don't already exist, Notes creates them for you.
- Choose Next.
- Choose Next.
Notes gives you a choice of having the CONFIG.SYS file updated with the Notes server path information, or doing it yourself after the installation. If you choose to make the changes manually, Notes stores the additions that are to be made in a file named
CONFIG.ADD and saves it in the same directory as CONFIG.SYS. Notes also presents an option to overwrite any program files that might be present from a previous installation in the same directory.
- If you have backed up your CONFIG.SYS file, select Update Config.SYS. Otherwise, make sure that this option isn't selected.
- Choose OK.
- Choose Install to begin installation.
Notes begins to copy the program files to the directories you specified.
- After all the files are copied, choose OK to complete the installation.
OS/2 requires the computer to be restarted after installation so that the changes that Notes made in the CONFIG.SYS file can take effect.
If you chose not to have Notes update the CONFIG.SYS automatically, the contents of the CONFIG.ADD file should be added to CONFIG.SYS before rebooting. Use the OS/2 System Editor to update CONFIG.SYS manually.
Running the Installation ProgramWindows NT
Lotus Notes for the Windows NT operating system requires at least Windows NT version 3.51. You have the same four options when installing Notes on Windows NT as you do for OS/2. You can install from CD, floppy disks, a file server, or shared program
directory. See the earlier section "Understanding Installation Options" for directions on preparing to install Notes with one of these four techniques.
To run the Notes software installation for Windows NT, follow these steps:
- Disable any screen savers and turn off any virus-detection software.
- Close any applications that might be running in the background.
- If you are upgrading from an existing version of Notes, back up any of the following files that you have:
- user.id (if it isn't already stored as an attachment to the person document in the Public Address Book)
- names.nsf, the personal Name and Address Book
- notes.ini, the Notes configuration file (stored in the Windows subdirectory)
- desktop.dsk, the desktop settings file
- Any customized template (.NTF), modem (.MDM), script (.SCR), SmartIcons (.SMI or .TBL), or bitmap (.BMP) files
- Insert the CD-ROM or floppy disk into the drive.
- Choose File | Run from the Program Manager menu and enter n:\<Install_Path>\InstPM in the Command Line box, where n is the drive letter, and <Install_Path> is the path for the install files.
- In the dialog box that appears, enter the name and company name under which the software has been registered. The names you supply are for software registration purposes only and aren't used in the actual Notes setup.
- Make sure that the Install on a File Server check box is unchecked.
- Choose Next.
Notes offers three install options: Standard Installation, Server Installation, and Customized FeaturesManual Install. Standard Installation installs the workstation files to your computer, Server Installation installs the server software, and
Customized FeaturesManual Install enables you to select the components you want to install. Don't select Server Install when installing just the Notes client.
- If you chose Customized FeaturesManual Install in step 8, select the components you want to install. If you are installing a server, you should include the documentation and examples so that the clients don't need to install them. This plan saves
disk space on your Notes clients.
- To perform just a basic workstation installation, choose Standard Installation.
- Enter the name of the directory and drive where you want your Notes program files and your Notes data files to reside. If the directories you specify don't already exist, Notes creates them for you.
- Choose Next.
- Notes prompts you for the Program group in which to install the Notes icon. Choose an existing group, or type the name of a new group. Choose Next.
- After asking for confirmation for beginning to copy the Notes program files to your hard disk, Notes begins to copy the program files to the directories you specified.
- After all the files are copied, Notes creates the Lotus Notes icon in Program Manager.
- When the Notes Installation Complete dialog box appears, choose OK to complete the installation. Lotus Notes for Windows NT doesn't require the computer to be restarted after installation.
Running Workstation Setup
After you have registered the new user and installed the workstation program files on the computer, the Notes workstation setup procedure must be performed to complete installation. Before beginning workstation setup, you will need the following
information:
- The users' fully distinguished name as it appears on the user ID, and the password associated with the user ID.
- The fully distinguished name of the home server of the user. The home server is the Notes server on which the mail file of the user will reside.
- Physical access to the user's ID file. This can be either an attachment to the user's person document in the Public Address Book or a file on a floppy disk, local hard disk, or network drive.
- The password for the user's ID file.
- The type of connection that the user's workstation will have to the server, and the network protocol used to connect to the server. If the user connects to the server over a LAN, you need to know the appropriate LAN protocol. The connection can also
be over a phone line, in which case you also need to know the telephone number of the server and the type of modem that the computer uses.
The client setup program should only be performed by a trusted person, as she will have access to the user's ID file and password. Workstations for users who will have a high level of access (such as administrators, database managers, and executives)
should be performed by a core member of the deployment team.
Setting Up a Lotus Notes Workstation
If you have all the above-mentioned setup parameters handy, the workstation setup procedure is ready to commence. To complete workstation setup, perform the following steps:
- Double-click the Lotus Notes icon on the desktop.
The Notes Workstation Setup dialog box appears.
- Select the type of connection you have to your server. There are four options for server connectivity:
- If the workstation connects to the server over a LAN, choose Network Connection (via LAN).
- If the workstation connects to the server over a phone line, choose Remote Connection (via Modem).
- If the workstation connects to the server over a LAN and over a phone line, choose Network and Remote Connections.
- If the workstation isn't connected to a server, choose No Connection to a Server.
- If the user's ID file is present as an attachment in the user's person document in the Public Address Book, leave the User ID Supplied in a File check box unchecked. If the user's ID file resides on a disk, select the check box.
- If the User ID Supplied in a File box was checked in step 3, Notes prompts for the location of the file. Specify the drive, directory, and file name for the ID file, and choose OK.
- Notes asks if you want the user ID file copied to the data directory. Choose Yes.
- Notes prompts for the password associated with the user ID. Enter the password, and choose OK.
At this point, the remaining steps in the procedure depend on your choice in the Notes Workstation Setup dialog box in step 2. The following four sections explain what steps to take, depending on your selection. After completing the network connection
steps, continue the installation with the steps in the section "Completing the Installation."
Network Connection via LAN
If you chose Network Connection (via LAN) in the Notes Workstation Setup dialog box, follow these steps:
- In the Network Workstation Setup dialog box, enter the fully distinguished name of the user in the Your User Name box. If you are using a hierarchical naming system, and use the common name of the user, Notes assumes that the name was certified by the
organizational certifier.
- Enter the fully distinguished name of the user's home server in the Home Server Name dialog box. Again, if a common name is specified, by default Notes assumes that the server has a "top level" name.
- In the Network Type drop-down box, specify the type of LAN on which the workstation connects to the server. This action identifies the network protocol that the workstation will use to communicate with the server. The choices are
- NetBIOS (NetWare, LAN Manager, etc.)
- NetWare SPX
- TCP/IP
- Banyan VINES
Remote Connection via Modem
If you chose Remote Connection (via Modem) in the Notes Workstation Setup dialog box, do the following:
- Enter the fully distinguished name of the user in the Your User Name box. If you are using a hierarchical naming system, and use the common name of the user, Notes assumes that the name was certified by the organizational certifier.
- Enter the fully distinguished name of the user's home server in the Home Server Name dialog box. Again, if a common name is specified, by default Notes assumes that the server has a "top level" name.
- Enter the telephone number of the home server in the Home Server Phone Number box.
- In the Phone Dialing Prefix box, enter any prefix needed to dial the server's telephone number.
- Choose the port to which the modem is connected in the Modem Port drop-down list box. Select the appropriate radio button for the dialing method (tone or pulse dialing).
- Select the type of the dialing modem in the Modem Type drop-down list box.
Network and Remote Connections
If you chose Network and Remote Connections in the Notes Workstation Setup dialog box, do the following:
- Enter the fully distinguished name of the user in the Your User Name box. If you are using a hierarchical naming system, and use the common name of the user, Notes assumes that the name was certified by the organizational certifier.
- Enter the fully distinguished name of the user's home server in the Home Server Name dialog box. Again, if a common name is specified, by default Notes assumes that the server has a "top level" name.
- Make the appropriate selection in the Connect to Server Now box. If the LAN connection is going to be used to connect to the server during workstation setup, select the Via Network radio button, or if the connection is going to be made over a phone
line, select the Via Modem radio button.
- Enter the telephone number of the home server in the Home Server Phone Number box. Telephone number information needs to be entered only if the connection to the server during workstation setup is going to be made over the phone line.
- Enter any prefix needed to dial the server's telephone number in the Phone Dialing Prefix box.
- Choose the port to which the modem is connected, in the Modem Port drop-down list box. Select the appropriate radio button for the dialing method (tone or pulse dialing).
- Select the type of the dialing modem in the Modem Type drop-down list box.
- In the Network Type drop-down list box, specify the type of LAN on which the workstation connects to the server. This step identifies the network protocol that the workstation will use to communicate with the server. The choices are
- NetBIOS (NetWare, LAN Manager, and so on)
- NetWare SPX
- TCP/IP
- Banyan VINES
No Connection to a Server
If you chose No Connection to a Server in the Notes Workstation Setup dialog box, Notes prompts you for the Full Name of the user. Enter the fully distinguished name of the user in the Your User Name box. If you specified that the user ID was supplied
in a file, Notes doesn't prompt for the Full Name, but the name present on the user ID is used automatically.
Completing the Installation
If you chose an option that specified a connection with the server, Notes attempts to connect to the server at this point. After attempting to connect (whether or not the connection was successful), the Time Zone Setup dialog box appears. Follow these
steps to complete the installation:
- Select the appropriate time zone, and click the Observe Daylight Savings Time April-October check box if appropriate.
- Choose OK.
- Choose OK when Notes informs you that Notes setup is complete.
You should quickly test to make sure that the client can access the Notes servers on the local network. Users also may want to make a backup copy of their ID files at this time. See Chapter 18, "Administering Notes Security," for details on
the advantages and disadvantages of having users backup ID files.
Uninstalling Notes
Lotus Notes Release 4 comes with an uninstall utility that uninstalls the Notes program files if you don't want Notes on the workstation any more. To uninstall Notes, follow these steps:
- Double-click the Notes R4.0 Uninstall icon in the program group in which the Lotus Notes icons were installed.
- When asked to confirm whether you want to uninstall Notes, choose Yes.
- The uninstall program begins removing Notes program files from the computer. If any files were modified after Notes was originally installed, you are asked to confirm that you want to delete them. Uninstall removes all files in the Notes directory but
doesn't remove the NOTES.INI file, which is stored in the Windows directory in the case of Microsoft Windows, or in the Notes data directory in the case of OS/2.
Summary
Installing Notes clients is a time consuming process due to the large number of workstations involved. Make sure that you publish a realistic installation schedule showing when each user is to attend training and have Notes installed.
Installing Notes clients is straightforward. Installing the base operating system and network is more work than installing Notes. You have four options when installing Notes:
- Install from CD-ROM.
- Install from floppy disks.
- Install from a file server.
- Install from a shared directory.
Most organizations should install from a file server. This method enables one person to install several Notes clients at one time. It also ensures that the network is working at the time of install. After you have the file server set up, you dont
need to distribute floppy disks or CDs. You can easily add new users to your Notes network at any time.