D Completing Installation or Upgrade of Oracle WebCenter Interaction Content Service for Lotus Notes

If you installed or upgraded Oracle WebCenter Interaction Content Service for Lotus Notes, verify your installation or upgrade as described in Verifying Installation or Upgrade.

If you installed Oracle WebCenter Interaction Content Service for Lotus Notes for the first time, perform the following tasks to complete the installation:

1. Configuring Security for Document Discovery

2. Creating a Content Source

3. Creating a Content Crawler

4. Creating a Job

5. Configuring User Preferences for Document Access

6. Configuring Remote Server Logging

Verifying Installation or Upgrade

To verify a successful installation or upgrade:

1. Ensure the ASPNET user has full control privileges to the IBM Lotus Notes data directory.

2. Open the installation test page in the following location: http://server_name:port/NotesCWS/Servlets/InstallTest.aspx

   Run the procedures using a valid IBM Lotus Notes ID and password.

Configuring Security for Document Discovery

If you installed Oracle WebCenter Interaction Content Service for Lotus Notes for the first time, you must configure security settings for the Oracle WebCenter Interaction Content Service for Lotus Notes. Portal users discover documents by browsing the Knowledge Directory and using portal search tools. In the portal, you manage document discovery with access control lists (ACLs) that are associated with portal directories.

If you want users to be able to browse files crawled into the portal from IBM Lotus Notes with a similar level of privilege they experience in the IBM Lotus Notes environment, you map the configuration for IBM Lotus Notes user privileges to the portal ACL Read privilege and make sure their credentials are used for document access.

To configure security settings for the Oracle WebCenter Interaction Content Service for Lotus Notes:

1. Deploy an authentication source (for example, LDAP) to manage IBM Lotus Notes users. For details, refer to IBM Lotus Notes documentation.

2. Create a remote authentication source in the portal to import the IBM Lotus Notes users. For details, refer to the portal's online help or the Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Interaction.

3. Configure the Global ACL Sync Map to associate the IBM Lotus Notes domain name with the authentication source:

   1. Log in to the portal as an administrator.

   2. Click Administration.

   3. From the Select Utility menu, select Global ACL Sync Map.

   4. Click Add Mapping and choose the authentication source you created in step 2.

   5. In the Domain Name column, click the edit icon and enter the domain name of the IBM Lotus Notes users, usually the Lotus Domino Server name.

   6. Click Finish.

      Note:

      Oracle WebCenter Interaction Content Service for Lotus Notes only maps group level security rights from IBM Lotus Notes groups to portal groups. It does not map user level security rights.

You will configure additional security settings in the Content Crawler Editor as described in Creating a Content Crawler.

Stay logged in to the portal for the next procedure.

Creating a Content Source

Create a content source to define the area of IBM Lotus Notes from which you want to import content. To create a content source, perform the following steps in the portal:

1. Open the Oracle WebCenter Interaction Content Service for Lotus Notes folder.

2. From the Create Object menu, select Content Source - Remote.

3. In the Choose Web Service dialog box, choose the Oracle WebCenter Interaction Content Service for Lotus Notes Web service.

4. Configure the content source as described in the online help.

Stay logged in to the portal with the Oracle WebCenter Interaction Content Service for Lotus Notes folder open for the next procedure.

Creating a Content Crawler

Create a content crawler to import content from the content source. To create a content crawler, perform the following steps in the Oracle WebCenter Interaction Content Service for Lotus Notes folder of the portal:

1. From the Create Object menu, select Content Crawler - Remote.

2. In the Choose Content Source dialog box, choose the content source you created in the previous procedure.

3. On the Main Settings page of the Content Crawler Editor, select Import security with each document. Configure the rest of the content crawler as described in the online help.

Stay logged in to the portal with the Oracle WebCenter Interaction Content Service for Lotus Notes folder open for the next procedure.

Creating a Job

To import content, you must associate the content crawler with a job and run the job. To create and run a job, perform the following steps in the Oracle WebCenter Interaction Content Service for Lotus Notes folder of the portal:

1. From the Create Object menu, select Job.

2. Click Add Operation and choose the content crawler created in the previous procedure.

3. Configure the rest of the job as described in the online help.

4. When you are finished creating the job, make sure the Oracle WebCenter Interaction Content Service for Lotus Notes folder is associated with an Automation Service. For assistance, see the online help under Select Utilities > Automation Service.

Configuring User Preferences for Document Access

The portal can be configured to automatically pass the IBM Lotus Notes user credential information to the remote server when a user clicks a IBM Lotus Notes document. If the user preference is not configured, the user will have to log in to IBM Lotus Notes on every document click-through.

Each user should perform the following steps to set user preferences for click-through:

1. Log in to the portal.

2. Click My Account.

3. Click Oracle WebCenter Interaction Content Service for Lotus Notes.

4. Enter the client you would like to use on click-through and your IBM Lotus Notes user name and password.

5. Click Submit.

Configuring Remote Server Logging

Oracle WebCenter Interaction Content Service for Lotus Notes keeps a log of errors and other information on the remote server. If you must troubleshoot the Oracle WebCenter Interaction Content Service for Lotus Notes remote server or you are curious how your crawls are progressing, you might want to change the logging level to record more information.

To change the logging level and view the current log:

1. Log in to the portal as an administrator.

2. Click Administration.

3. From the Select Utility menu, select Oracle WebCenter Interaction Content Service for Lotus Notes.

4. Select the appropriate logging level or view the most recent log.

   Note:

   If you want to view the log files directly, the default location on the remote server is: install_dir\ptnotescws\10.3.3\Webapp\NotesCWS\log