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How can you change an existing Notes Client user to a "Roaming User"?  

2014-05-28 14:10:01|  分类: Notes客户机 |  标签: |举报 |字号 订阅

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Changes to roaming user functionality in Notes/Domino 8.5

 

Lotus Notes and Domino 8.5 bring about some changes to the Roaming user functionality which are cited in the technote, "Summary of changes to Roaming User functionality in Notes and Domino 8.5" (#1327275).

 

File server roaming

 

File server roaming is available starting in Notes/Domino 8.5 (Notes client standard configuration). To change a Notes client user to a file server roaming user, you create a Roaming settings policy document.

 

Refer to the technote Highlighting important information related to File Server Roaming in Notes and Domino 8.5 (#1329414) for information on file server roaming users.

 

Domino server roaming

 

When you (a Domino Administrator) change a Notes Client user from non-roaming to roaming, the Administration Process (AdminP) changes the user's status in their Person document from non-roaming to roaming. AdminP then creates a personal sub-directory for the roaming user. This personal sub-directory contains the roaming user's files and, by default, is placed in the \Data path on the Domino Server, unless you specify another location. You can optionally choose a separator character if you want to include one in the user's directory name.

 

You can use the Domino Administrator client to update a user from a non-roaming state to a roaming state by selecting the user and selecting People - Roaming from the Tools pane.

 

Detailed steps to change a non-roaming user to roaming:

 

1. In the Access Control List (ACL) of the Domino Directory ,ensure you have the following access:

- Editor with UserModifier access, or

- Author with Create documents role and UserModifier privilege

 

2. From the Domino Administrator, select the People & Groups tab.

3. Select one or more non-roaming user name(s).

4. From the Tools pane, select People - Roaming.

 

Note: If you selected a mixed group of roaming and non-roaming users, the Mixed Roaming Profile dialog box (shown below) appears and prompts you to select either roaming or non-roaming.

 

 

Select the option 'Assign Roaming Profiles to <n> Selected Users'. In this case, <n> is the number of non-roaming users selected.

 

5. The Domino Administrator client's Roaming Tool opens to the 'Assign Roaming User's dialog box.

 

 

 

In the 'Assign Roaming User's dialog box, complete the following fields:

 

Field 

Action 

Where should the user's roaming files be stored? 

Choose one:

  • Store on user's mail server -- Places the user's roaming files on the user's mail server. (The user's mail server was designated during user registration.)
  • Roaming Server -- Click the button to specify the server on which you want to store the user's roaming files.
  • Store user ID in personal address book -- (Optional) Places the user's ID in their own local personal address book.

Store user ID in personal address book 

(Optional) Places the user's ID in their own personal address book. 

User's personal roaming folder* 

Choose one:

  • Base folder -- Name of the folder in which to store the user's roaming files. By default the user's base folder is located in the Domino\data directory. For example, if you want the base folder to be called Roaming for all your roaming users, enter Roaming to create the Domino\data\Roaming directory.
  • Sub-folder format -- The format to use when naming the roaming user's personal sub-folder. By default this is the user's short name format. You can change this format if desired. A personal folder (sub-folder) is created in the Base folder for each user you upgrade to roaming user.

If folder exists 

Choose one:

  • Skip person - if a folder already exists
  • Generate folder name - to create a new folder

Roaming user client clean-up options 

Choose one:

  • Do not cleanup -- No cleanup is performed on roaming user files.
  • Cleanup every <number> days -- Specify a number between 0 and 365.
  • Cleanup at Notes shutdown -- Cleans up files when Notes is shut down.
  • Prompt user -- The user is prompted on exiting the client as to whether they want to clean up their personal files. If the user chooses Yes, the data directory on that client workstation is deleted. If the user chooses No, the user is prompted as to whether they want to be asked again on that client. If the user chooses No, the user is not prompted again. If the user chooses Yes, the user is prompted again the next time the user exits the client on that workstation.
  • roaming clean-up privileges only apply to multi-user installed clients and have no affect on single-user installed clients

Perform updates in background 

Processes requests in the background leaving the administration client available for other administration activities.

Note If you do not choose this option, the Administration client is busy until the Administration Process completes the upgrade.

*Please note: The Notes product help documentation contains the table above, and states in the table that you can optionally choose a separator character if you choose to change the default format of the "User's personal roaming folder" field. This is an incorrect statement.

 

6. Select OK. A message displays indicating the number of users successfully upgraded from non-roaming to roaming.

 

This procedure changes the user's status in their Person document from non-roaming to roaming. To verify that the change has been made:

 

1. From the Domino Administrator, select the People & Groups tab.

2. Select the user you promoted to roaming.

3. Click 'Edit Person' to open the user's Person document.

4. Click the Roaming tab. The 'User Can Roam' field should display "In Progress" or "Yes". The "In Progress" status displays until replication has occurred and all replicas of the user's files are updated.

 

When a user has been successfully set up to roam, a "blue globe" icon appears next to that user's name in the People view of the Domino Directory. If the upgrade is still "in progress" and awaiting the user's authentication with their roaming server in order to complete the upgrade, then a "grey hourglass" icon will appear next to the user's name in this view.

 

It should be noted here that if the roaming server is not the same as the primary server, then the AdminP requests to create replicas of roaming databases on the server for the user must be carried out on the roaming server and not the server initiating the AdminP requests. Therefore, these requests must be replicated via the Administration (Admin4.nsf) database to that server to be completed. Also, the status of these requests must then be replicated back via Admin4.nsf to the originating server for the upgrade procedure to continue. Because of this, a user may state that he/she is not seeing notification or prompt to upgrade immediately at his clients. If this is the case, the Domino Administrator should review the status of the AdminP requests on the servers in that user's environment.

 

The AdminP requests and results for an upgrade of a user to roaming are as follows, and can be viewed within Admin4.nsf in a view called "Requests\All Requests by Name":

 

Update Roaming User State in Person Document

 

Triggered by: 

..successful completion of the "Monitor roaming users replica stub" request. Successful replication of the roaming files to the roaming server.

Carried out on: 

..the Administration server of the Domino Directory. 

Carried out: 

Immediately 

Result: 

The "User can roam" field on the Roaming tab of the user's Person doc is updated from "In Progress" to "Yes."

 

(This is also known as Proxy Action 134.)

 

Update Client Information in the Person Record

 

Triggered by: 

..the Domino Administrator, initiating the action to upgrade a user from non-roaming status to roaming status. 

Carried out on: 

..the Administration server for the Domino Directory 

Carried out: 

Immediately 

Result: 

Updates the User Can Roam field to "In Process" on the Roaming tab of the user's Person document in the Domino Directory.

 

(This is also known as Proxy Action 46.)

 

Create Roaming User's Replica Stubs

 

Triggered by: 

..The selected user logging into Notes after the administrator has initiated the action to update the user's status to Roaming and the "User can roam" field on the Roaming tab of the user's Person document has been changed from "No" to "In Progress." 

Carried out on:

..the server that will house the roaming files. 

Carried out: 

Immediately 

Result: 

Creates replica stubs of the roaming files on the user's roaming server. 

 

Update Roaming User Information in Person Record

 

Triggered by: 

..The selected user logging into Notes after the administrator has initiated the action to update the user's status to Roaming and the "User can roam" field on the Roaming tab of the user's Person document has been changed from "No" to "In Process."  

Carried out on:

..the Administration server for the Domino Directory.  

Carried out: 

Immediately 

Result: 

Updates the Personal Address Book field, Bookmarks filename, and Journal filename fields on the user's Person doc in the Domino Directory. Generates the "Monitor roaming users replica stubs" request.

 

Monitor Roaming Users Replica Stubs

 

Triggered by: 

..successful completion of the "Update roaming user information in Person record" request. 

Carried out on: 

..the user's roaming server. 

Carried out: 

Immediately 

Result: 

Recognizes when replication occurs, and then generates the "Update roaming user state in Person doc" request. 

 

 

 

 

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