Setting Up the Lotus Note Report Pack to start collecting data. (4318303)

How to set up the Lotus Notes report pack to start collecting data to report on.

Required Rights and Permissions

This section lists the rights and permissions required to install the MessageStats Report Pack for Lotus Notes, to gather appropriate information, and to compile reports.

Note: If installing on Windows Server 2008R2 make sure User Account Control is disabled before installing Lotus Notes Report Pack.

Installation Rights

The following rights are required to install the report pack:
• Local Administrator rights
• MessageStats Admin rights on the server that houses the MessageStats database

Operational Rights

The following rights are required by the Windows account under which the MessageStats gathering process is run:
• MessageStats Admin rights on the server that houses the MessageStats database
• Local Administrator rights on the task execution server
Task Processors Lotus Notes client must be installed on the server that hosts the MessageStats task processors.

Note: The Notes client must have been opened at least once and connected to a Domino server before the client can be used in MessageStats.
MMC Client Console Microsoft .Net Framework 3.0 must be installed on the server that hosts the MessageStats MMC Client Console.
Environment At least one server running Lotus Domino 6.0, Lotus Domino 8.0, or Lotus Domino 8.5.
Additional Software • Quest MessageStats 6.7.0 or later
• Internet Explorer 7.0 or later

Preparing for Installation

The following rights are required by the Windows account that is used to run the MessageStats client console:
• Belong to the MessageStats Admin local group on the server that hosts the MessageStats scheduler service (MessageStats Server)

The following rights are required by the Lotus Notes User account that is used
To run the report pack gathering tasks on the Domino servers:

1. Have at least Designer-level access to all Domino databases. (This can be done by adding the user to the LocalDomainServers group:
   - Open Domino Admin
   - Select the People & Groups tab
   - In the left hand pane Select Groups
   - In the right hand pane click Groups | Manage
   - Click LocalDomainServers
   - Select the Notes user that runs the Notes gathering and click Add
   - Click Done
2. To gather private folder information, the Lotus Notes User must also be on the Trusted Server list in the Domino Server Document of the server from which data is collected:
   - Open Domino Admin
   - Select the Configuration tab
   - Expand Server
   - Select Current Server Document
   - In middle pane click Edit Server
   - Select the Security tab
   - Click Edit Server
   - Scroll to the bottom of the page and locate Trusted servers and click the down arrow
   - Select the Notes user that runs the Notes gathering and click Add
   - Click OK
   - In the middle pane click Save & Close

To add a Notes User to the Trusted Servers list in the Domino Server Document
1. In the Domino Directory, go to the Security section.
2. Add the user name (from the Notes ID that the report pack gathering tasks are using) to the Trusted Servers list.

Setting Up the Report Pack for Lotus Notes

To perform your first successful gathering of Lotus Note information, you must do the following steps:

1. Create a connection to the Domino domain. As part of the connection process, you must specify the Lotus Notes credentials that will be
become the default credentials used by all Lotus Notes gathering tasks.

To connect to a Domino domain for the first time

1. Expand the Lotus Notes node and select Domino Domains in the treeview.

2. Right-click and select Connect.

3. Enter the name of a Domino server that contains the primary Domino Directory. You can specify the server name in one of the following formats:

• canonicalized (CN=Server/O=Org)
• abbreviated (Server/Org)
• server common name (Server)

4. If your primary directory file name is different from the default name (names.nsf), enter the name of your primary Domino Directory in the Directory File Name box.

5. Click Next.

6. To connect to this domain with a Task Execution Server other than the default server, select a server in the Task Execution Server box. If you installed only one task execution server, this option is dimmed.

7. Select Specify Explicit Notes ID.
a) Click Import ID File and browse to the Lotus Notes User ID file you want.
b) Enter the password associated with the selected user ID file. The Lotus Notes credentials that you specify can be used as the default credentials when you are connecting to additional Domino domains.

8. Click Connect.

When you connect to an additional Domino domain, you have the option to use the default Lotus Notes credentials or to specify a different Lotus Notes ID and
password. The Lotus Notes ID and password is used by the Task Execution Server to gather information from the Domino servers.

NOTE: If your Domino servers are in a remote Active Directory

This Lotus Notes Report Pack does not use Windows credentials for the gathering, it only uses the Notes ID specified when connecting to the Domino Domain so no additional Windows authentication is required.