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QuickPlace for iSeries: Enabling Integration With Sametime

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Abstract
How do you set up Lotus QuickPlace and Lotus Sametime servers so that Sametime awareness, chat and meetings are available within QuickPlace? This Technote explains how to set up a QuickPlace server to work with a Sametime server when the products are installed on an iSeries.
 
 
Content
This Technote explains how to set up a Team Workplace (QuickPlace) for iSeries server to work with a Lotus Instant Messaging and Web Conferencing (Sametime) for iSeries server. This Technote applies to the following products and releases: QuickPlace 3.x, Team Workplace 6.5.1, Sametime 3.x, and Instant Messaging and Web Conferencing 6.5.1. For simplicity, this document refers to both QuickPlace and Team Workplace as "QuickPlace" when the instructions are the same for all releases. Similarly, this document refers to both Sametime and Instant Messaging and Web Conferencing as "Sametime."
Note: Do not use the instructions in this document for QuickPlace 7.0 for i5/OS (iSeries). The instructions have changed for 7.0 and are now included in the Installation Guide. Also for 7.0, the QuickPlace installation and upgrade instructions for all supported platforms, including i5/OS, have been incorporated into a single guide, Lotus QuickPlace 7.0 Installation and Upgrade Guide, which is available on the Lotus Documentation site at the following address:
Outline:
Step 1: Prepare the QuickPlace and Sametime Servers
Step 2: Set up Sametime Awareness and Chat for QuickPlace
Step 3: Set up Sametime Meetings for QuickPlace

STEP 1: PREPARING THE QUICKPLACE AND SAMETIME SERVERS
    In order to successfully set up the QuickPlace server to work with Sametime, you must properly prepare the Sametime and QuickPlace server configurations.
    • You must install QuickPlace and Sametime on two separate Domino servers.
    • The QuickPlace and Sametime servers must reside in the same DNS domain.
    • Both servers must be enabled for Single Sign-on (SSO)
    • Both servers must be configured to connect to the same LDAP user directory.
    • If you plan to install both of the servers on the same iSeries server, review the latest information in the document "Sametime for iSeries: Can Sametime 3.x and QuickPlace Be Installed on the Same System? [#  1091353 ]" to be certain you are using compatible releases of Domino, Sametime and QuickPlace.
    • Integration has been tested with the following combinations of products:
      • QuickPlace 3.0.1 and Sametime 3.1, each running on Domino 5.0.12 servers
      • QuickPlace 3.0 and Sametime 3.0a, each running on Domino 5.0.10 servers
      • Team Workplace 6.5.1 and Lotus Instant Messaging and Web Conferencing 6.5.1, each running on Domino 6.5.1 servers
      • Team Workplace 6.5.1 and Sametime 3.1

      Note: If you use a Domino directory as your LDAP server, you should carefully consider which Domino server to use. Here are some issues to keep in mind:
      • It is important to remember that when your Sametime and QuickPlace servers are configured to use an LDAP server, the LDAP server must be active in order for the Sametime servers to run and for external users to authenticate or be added to places on the QuickPlace server.
      • If you run LDAP on your QuickPlace server, then the QuickPlace server must always be active when you start Sametime. If you plan to use Sametime independently of QuickPlace and must be able to stop your QuickPlace server without affecting the Sametime server, do not run LDAP on the QuickPlace server.
      • If you run LDAP on your Sametime server, then the Sametime server must be active in order for external users on the QuickPlace server to authenticate or be added to places. Also, whenever you start the QuickPlace server in this situation, there is a short delay before the Sametime integration features become available to QuickPlace users.
      • Consider configuring a separate Domino server (a server which is not your QuickPlace or Sametime server) for running LDAP. With this environment, you can start and stop the QuickPlace and Sametime servers independently of each other. Also, if you decide to create additional QuickPlace or Sametime servers, they can all access the same Domino LDAP server without creating additional server interdependencies.


    Follow these steps to complete the necessary server preparation:

    1. You must set up an LDAP user directory if you are not already using one. In order to implement Chat and Sametime Meetings for your QuickPlace users, both the Sametime server and the QuickPlace server must use the same LDAP user directory. Common options for implementing an LDAP user directory include:
      Domino directory: If you are currently using a Domino directory, you can modify your Domino server configuration so that you can access the same directory using the LDAP server protocol. For information about enabling the LDAP service on a Domino server, see "Domino Administration Help." Ensure the fully qualified host name for the server, for example, server.acme.com, is specified in the Ports/Notes Network Ports/Net Address for TCP/IP and in the Basics/Fully qualified Internet host name field.


      iSeries Directory Server: For more information, see the iSeries Information Center web site at http://www.ibm.com/eserver/iseries/infocenter. After selecting your location, language, and OS/400 release, select the following from the left-hand navigation bar:
        For V5R3 or V5R2, select "e-business and Web serving", then "Security and Directory Services"

        For V5R1, select "Security", then "IBM SecureWay: iSeries and the Internet"
      2. Install and set up your QuickPlace and Sametime servers in the same DNS domain.
        For Sametime, follow the instructions in "Installing and Managing Lotus Instant Messaging and Web Conferencing (Sametime) 6.5.1 for iSeries" or "Installing and Managing Sametime 3.x for iSeries" which is available on the Sametime product CD-ROM.
        • If you are using QuickPlace 3.x (which requires Domino R5), it is recommended that you use a Domino R5 server for your Sametime server in order to avoid potential server replication issues. Also, you should install or upgrade to Sametime 3.0a or Sametime 3.1.
        • If you are configuring a new Sametime server, specify *LDAP as the directory type and specify the fully qualified name of the LDAP server you have selected.
        • If you use an existing Sametime server that is currently using a Domino directory, follow the instructions in Technote #1181284, "How to change your Sametime server from Domino to LDAP after installation."
        • It is preferable to use a separate server for Domino LDAP, but if you decide to put your LDAP server on the same Domino server where you have already configured Sametime, you must delete the LDAP document that Sametime created in the Directory Assistance database. The Directory Assistance database is usually named DA.NSF. If you cannot find the database, check the Basics tab of the server document to determine the name of the database on your server.

        For QuickPlace, follow the instructions in "Installing and Managing Team Workplace 6.5.1 for iSeries" or "Installing and Managing QuickPlace 3.0 for iSeries" to install and setup your server.
        • When prompted for the administrator username and password, ensure you specify a name that is not in the LDAP user directory, for example, qpadmin.
        • Configure the QuickPlace server to use the same external user directory (LDAP) as the Sametime server. For information about connecting to an LDAP user directory, see the Team Workplace Administrator's Guide (6.5.1) or the QuickPlace Administrator's Guide (releases prior to 6.5.1).
      3. Validate the Sametime server installation and ensure that chat and meetings are working correctly.

      4. When you configure the Sametime server, a Web SSO for Lightweight Third-Party Authentication (LTPA) document is created in the Domino Directory. Add the name of the QuickPlace server to the Web SSO configuration document and ensure that it replicates to the other server. If you are unable to edit the existing document, take note of the settings, delete the Web SSO document and create a new one.

      5. Complete the SSO configuration for the QuickPlace server.

        a. Open the server document and set Internet Protocols/Domino Web Engine/Session Authentication to Multi-Server, then save the server document.

        b. On the QuickPlace server, add the following settings to the NOTES.INI file:
            NoWebFileSystemACLs=1
            h_ScopeUrlInQP=1

        c. On the QuickPlace server, create DOMCFG.NSF using the DOMCFG5.NTF template.

        d. In DOMCFG.NSF, create a new Login Mapping document, setting the fields as follows:
            Target Database = QUICKPLACE/RESOURCES.NSF
            Target Form = QuickPlaceLoginForm
      6. Restart both servers and ensure that Web Single Sign-on (SSO) is working.

        a. Open a browser session and connect to the QuickPlace server by specifying the fully qualified server name (for example, http://qpserver.enterprise.com/quickplace) and sign in.

        b. Create a test Place and add several members from the user directory to confirm correct operation.

        c. From the same browser session, connect to the Sametime server (for example, http://stserver.enterprise.com/stcenter.nsf) and verify that you are still signed in. (Go to the Attend Meeting page and check who is signed in.)

        d. If you can authenticate a single time and remain logged in between the two products, SSO is working correctly. If not, then you have a problem with SSO which must be corrected before proceeding to the next step. For more information, see "Multi-server session-based name-and-password authentication for Web users (single sign-on)" in the Lotus Domino 6.5.1 Administrator Help or "Enabling Single Sign-on for Domino and WebSphere servers" in Chapter 4 of the Domino 5.0.12 Release Notes.

    STEP 2: SETTING UP SAMETIME AWARENESS AND CHAT FOR QUICKPLACE

    These instructions assume that you have completed all of the steps described in Step 1: Preparing the Sametime and QuickPlace Servers.
      To enable online Awareness and Chat for QuickPlace users, you must do the following:
      • Manually copy Java files required for Sametime chat and online awareness.
      • Designate the name of the Sametime Community server for QuickPlace to use.


        Copying the Java files required for Sametime Chat and online Awareness

        1. Get access to the files in the Sametime Java Toolkit.
          Sametime 3.0a:

          Follow the instructions in "Installing and Managing Sametime 3.0 for iSeries" to install the Sametime toolkits on the Sametime server.

          Sametime 3.1 or Sametime 6.5.1:

          • Download the Sametime Java Toolkit from the Downloads section of the Sametime developerWorks Web site at http://www.lotus.com/ldd/products.nsf/products/sametime.
          • Normally you should use the version of the toolkit that corresponds to the version of Sametime you are using. However, you can use the 3.1 version of the toolkit until the 6.5.1 version is available.
          • Unzip the toolkit. You do not need to install it on the Sametime server.

        2. Create the following subdirectory in the Domino subdirectory of your Sametime server data directory:
            <Sametime_server_data_directory>/Domino/html/QuickPlace/peopleonline

            For example, if the Sametime server data directory is /LOTUS/DOMINO/stdom1, then the path to the peopleonline subdirectory is

            /LOTUS/DOMINO/stdom1/Domino/html/QuickPlace/peopleonline


        3. Change the owner of the new subdirectories to QNOTES. For example:


          CHGOWN OBJ('<Sametime_server_data_directory>/Domino/html/QuickPlace') NEWOWN(QNOTES)


          CHGOWN OBJ('<Sametime_server_data_directory>/Domino/html/QuickPlace/peopleonline') NEWOWN(QNOTES)


        4. Copy the following files to the Domino/html/QuickPlace/peopleonline subdirectory of your Sametime server data directory:
            STComm.jar

            CommRes.jar


          Copy the files from the following location:

            Sametime 3.0a: from this directory on the Sametime server:


              <Sametime_server_data_directory>/domino/html/sametime/toolkits/st30javatk/bin

            Sametime 3.1 or Instant Messaging 6.5.1: from the bin directory of the Sametime Java toolkit that you downloaded and unzipped in an earlier step.

        5. Copy PeopleOnline31.jar from the following location on your QuickPlace server to the Domino/html/QuickPlace/peopleonline subdirectory of your Sametime server data directory:
            /QIBM/ProdData/LOTUS/QUICKPLACE/DATA/QUICKPLACE
        6. There should now be 3 files located in the Domino/html/QuickPlace/peopleonline subdirectory of your Sametime server data directory. Ensure that QNOTES is the owner of each of the files by running the following commands:

          CHGOWN OBJ('<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/STComm.jar') NEWOWN(QNOTES)

          CHGOWN OBJ('<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/CommRes.jar') NEWOWN(QNOTES)

          CHGOWN OBJ('<ST_server_data_dir>/Domino/html/QuickPlace/peopleonline/PeopleOnline31.jar') NEWOWN(QNOTES)




        Designating the Sametime Community server for QuickPlace to use
          1. In a browser, enter the fully qualified URL of the Team Workplace or QuickPlace server. For example:
            http://qpserver.enterprise.com/QuickPlace

          2. Click Sign in and sign in as a Team Workplace or QuickPlace server administrator.

          3. In the table of contents, click Server Settings, Other Options, Edit Options.

          4. Under the Sametime Servers heading, make sure that the Sametime Community Server is in the Community field. Use the fully qualified name of the server. For example:
            http://stserver.enterprise.com


            Note: The QuickPlace server is not immediately integrated with Sametime. Wait a few minutes for the setting to take effect, or restart the QuickPlace server to integrate immediately.

          5. Do the following to verify that places are enabled for instant messaging:
            a. Sign in to the place as a Manager.
            b. Click Customize, Basics, Change Basics.
            c. On the Change Basics page, scroll down to the bottom. Under the Real-time collaboration heading, make sure the box next to "Members can see who is online and send instant messages" is checked.
            d. Click Done.

          6. Enter a Place and verify that Awareness is working by checking for the Awareness icon next to the name you typed when you signed-in.
            Notes:
            • You must sign in as an external user, i.e., a user name that is listed in the LDAP user directory. Sametime features are not available to local users.
            • In order for Awareness to work, you must set the Sametime server's HTTP port to 80 or configure tunneling over port 80 for the Sametime server .

          7. To test Chat, find a document that was created by someone who shows online and select their name. Then select Chat, or click the Chat link beside your name in the top left corner of the screen.


        STEP 3: SETTING UP SAMETIME MEETINGS FOR QUICKPLACE

        These instructions assume that you have completed all of the steps described in Step 1: Preparing the Sametime and QuickPlace Servers.

        Follow these steps to set up QuickPlace so that it correctly creates and updates Sametime Meetings on a Sametime server:
          1. Create a user with a Web password in the local Domino Directory of the Sametime server. Note: This user should only be used for integration of Sametime and QuickPlace.
          2. On the Sametime server, add this user as a Manager in the Access Control List (ACL) of the STCONFIG.NSF database. Make their user type Person, and give them the [SametimeAdmin] role at minimum.

          In addition, add this user to the list of Administrators under the Security tab of the Sametime server document. As an alternative to adding the user to the list of Administrators, you can create this user in the LDAP directory that the QuickPlace and Sametime servers are using.

          3. Skip this step if you are using Team Workplace 6.5.1. For QuickPlace 3.x, there is a known problem that prevents meetings from being scheduled by QuickPlace if there is only one Sametime server in your community. This problem has been corrected in Team Workplace 6.5.1. You can create a dummy Sametime server in the community to circumvent the problem. Be aware that when a meeting is scheduled from a QuickPlace calendar, the dummy server appears on the list of servers on which people can attend the meeting. If you are using QuickPlace 3.x and have only one server in your Sametime community, complete these steps to add a dummy server to your Sametime Community:
            a. Open the Sametime web administration tool in a web browser.
            b. Select Configuration-Connectivity and choose the "Servers in this Community" tab.
            c. Enter values for a dummy server and click Add. For example:
              Destination Server: dummy/server
              Destination Server IP address: 1.1.1.1

          4. Shut down and restart the Sametime server.

          5. Complete the following steps on the iSeries server where QuickPlace is installed:
            a. Create a new directory. For example, you can enter the following command:
                mkdir '/STMtg'
            b. Use the CHGOWN command to change the owner of the new directory to QNOTES. For example, enter the following command:
                CHGOWN OBJ('/STMtg') NEWOWN(QNOTES)
            c. Copy the following files from the /qibm/proddata/lotus/sametime directory into the new directory:
                STMtgManagement.jar
                STCore.jar
                ibmjsse.jar
            d. Use the CHGOWN command to change the owner of the files in the previous step to QNOTES. For example, enter the following command:
                CHGOWN OBJ('/STMtg/*') NEWOWN(QNOTES)

          6. Edit the NOTES.INI file located in the QuickPlace server data directory as follows:
              a. Add the following lines to the NOTES.INI file:
                ST1=/STMtg/stmtgmanagement.jar
                ST2=/STMtg/stcore.jar
                ST3=/STMtg/ibmjsse.jar
              Note: STMtg is the name of the new directory from the previous step.
              b. Append ST1, ST2, and ST3 settings to JavaUserClassesExt setting in the NOTES.INI file. For example:
                JavaUserClassesExt=LQPJava1,LQPJava2,LQPJava3,LQPJava4,LQPJava5,ST1,ST2,ST3

          7. Modify QPCONFIG.XML on the Quickplace server so that the <sametime> XML section is enabled, and has valid values for the <credentials> element.
              a. Look in the QuickPlace server's data directory for a file called QPCONFIG.XML.
                If QPCONFIG.XML does not exist, make a copy of qpconfig_sample.xml and name it QPCONFIG.XML.

              b. Open the QPCONFIG.XML file for editing.

              c. Make sure that a <sametime> XML section is defined in the file, and that it is not commented out.

                If this section does not exist in your file, copy the section from the qpconfig_sample.xml file.

                If the section is preceded by a line that reads "START OF SAMPLE" and is followed by a line that reads "END OF SAMPLE", remove these lines to enable the XML section.

              d. Modify the <credentials> element and add the name and password of the user you created in Step 1. For example:
                <sametime local_users="false" ldap=="true">
                  <meetings invite_servers="false">
                    <tools>
                      <audio enabled="true"/>
                      <video enabled="true"/>
                    </tools>
                    <credentials>
                      <dn>cn=John Doe/o=Enterprise </dn>
                      <password>password</password>
                    </credentials>
                  </meetings>
                </sametime>

            Notes:
            • The <local_users> attribute must be "false." Local users using Sametime is an unsupported configuration.
            • The <invite_servers> attribute is not available on Team Workplace releases prior to 6.5.1. Change the value to "true" if you have multiple Sametime servers in the Community and you want meetings to be available on all of the servers.

          8. Open a browser and enter the fully qualified URL of the QuickPlace server. For example:
          http://qpserver.enterprise.com/QuickPlace


          9. Click Sign In in the left corner of the screen.

          10. Enter the user name and password of a QuickPlace server administrator.

          11. In the table of contents, click Server Settings, Other Options, Edit Options.

          12. Under Sametime Servers, enter the fully qualified URL of the Sametime Meeting Server. For example:
          http://stserver.enterprise.com


          13. Click Next.

          14. Do the following to verify that places allow members to schedule online meetings.

            a. Sign in to the place as a Manager.
            b. Click Customize, Basics, Change Basics.
            c. Scroll down to the bottom of the Change Basics page.Under the Real-time collaboration heading,make sure "Members can schedule online meetings" is checked..
            d. Click Done.

          15. To test Meeting Services, create a calendar entry in a Place. Choose Calendar - New - Online Meeting. Fill in the relevant fields, and click Publish. Users who subscribe to calendar notification should receive an invitation in their mail, with a link to the meeting. Users who subscribe to calendar events should receive an invitation in their mail,with a link to the meeting. For more information on subscribing to calendar events, click Help in a place.
         
        Related information
        Sametime for iSeries 3.x and QuickPlace on same system?
         
         
        Original publication date
        2004/3/7
         
        Cross Reference information
        Segment Product Component Platform Version Edition
        Organizational Productivity- Portals & CollaborationLotus Sametime
         
         

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        Document information
         Product categories:
         Software
         Organizational Productivity, Portals & Collaboration
         Real-time & Team Collaboration
         Lotus QuickPlace
         Sametime Integration
         Operating system(s):
          OS/400, i5/OS
         Software version:
          3.0, 3.0.1, 6.5.1
         Reference #:
          7003786
         IBM Group:
         Software Group
         Modified date:
         2005-09-21

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