How the client configuration tool configures the Notes client

To set up the IBM® Notes® client for use with the service, users download and run the Client Configuration tool (config.nsf) from their workstations. The tool performs the following configuration checks and tasks on the client.

• Checks for the following information:
  • The client is a version supported for IBM SmartCloud® Notes access.
  • The config.nsf file contains information needed to perform the configuration.
  • The downloaded data is less than 24 hours old. If it is older than 24 hours, an message informs users. They can continue to use the tool if they choose.
• Confirms that the user is logged in using the ID that they will use in the service.
• Performs other small consistency tests, such as checking that the current Location document can be located.
• Creates a wildcard Connection document that the client will use to connect to a mail server in the service through the proxy server in the service. The server name in the Connection is */your_certifier, where your_certifier is the name of the OU certifier you provided for your mail servers during service configuration.
• If the user is already using the Notes ID that they will use in the service, tests connectivity to their new mail server on port 1352.
• If the user has a mail file that is being transferred, confirms that their old and new mail files can be located.
  Note: If the tests confirm that the user's mail file has already been transferred successfully using replication, then the tool does not attempt to find the old mail file, which might have already been deleted.
• If the tool needs to close the Notes client to force a download of the user ID file, it attempts to find an Offline location:
  • If an Offline location is found, the tool switches to it to prevent the client from doing a final replication when it closes.
  • If no Offline location is found, the tool creates an Offline location (named Offline) for this purpose.
  • If a location named Offline already exists, but is not suitable for configuration purposes, the tool creates a location named Temporary location for cloud mail setup - safe to delete.
    Note: If the tool closes the Notes client for reasons other than to download the Notes ID an Offline location is not needed.
• Creates a Location document called SmartCloud for username, or updates it if it already exists and is incorrect.
• If the user has an existing mail file that is being transferred, the tool locates existing bookmarks that point to the on-premises mail file and changes them to point to the replica of the mail file in the service.
• If the user has Location documents that point to the on-premises mail file, the tool updates the location documents to point to the new SmartCloud Notes mail file. For example, if the user has a working Office Location document, it changes to a virtual duplicate of the cloud Location document.
• If the user has Connection documents (Contacts > Advanced view) that restrict which locations can be used, and the list includes the current location, then the tool updates those connections to allow the cloud location document. This is necessary so that users can continue to access on-premises application servers using the new cloud location.
• If the user has Account documents (Contacts > Advanced view) that restrict which locations can be used, and one of the locations is the current location, the tool updates the Account documents so that they can be used from the cloud location.
• If the user has an existing mail file that will be transferred, but the transfer has not yet taken place, the tool replicates the existing on-premises mail file with service mail file. If this succeeds, the field LLNMigrated=1 is set in the Calendar Profile document, which signals that another replication is not needed. The tool then sends email to LLNStatusUpdates advising of the successful transfer. LLNStatusUpdates is a mail-in database that can be used by IBM support or the administrator who is managing the on-premises deployment.
• If the user has an existing mail file that will be transferred, and there is a local mail file, the tool replicates the local mail file with the service mail file.
• Depending on the configuration tasks that have been completed at this time, the tool might shut down the Notes client. If so, a message informs the user, and provides instruction for what to do next (for example, restart Notes and enter the password for your SmartCloud Notes ID, to download the ID file). Again note that sometimes the shutdown is done for purposes other than downloading an ID file.