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© 2013 IBM Corporation ® Chandra Shekhar Anumandla handra Shekhar Anumandla IBM Software Group BM Software Group Open Mic on  'IBM Lotus Notes Calendaring & Scheduling, Best Practices and Troubleshooting' 14 th  February-2013

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© 2013 IBM Corporation

®

Chandra Shekhar Anumandlahandra Shekhar AnumandlaIBM Software GroupBM Software Group

Open Mic on

'IBM Lotus Notes Calendaring & Scheduling, BestPractices and Troubleshooting'

14 th February-2013

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02/14/13 @2013 IBM Corporation

IBM Software Group | Lotus software

IBM Software Group | Lotus software

2

Agenda Agenda

Calendaring & Scheduling:● Workflo● Co!ponen"#$● %e#" rac"ice#● 'ypical Scenario#● 'rouble#hoo"ing● ( & )

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IBM Software Group | Lotus software

IBM Software Group | Lotus software

3

C&S Work lo!C&S Work lo! - O*er*ie

[ Basi !or"f#ow $ [ Meetin% !or"f#ow $

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IBM Software Group | Lotus software

IBM Software Group | Lotus software

4

C&S Work lo!C&S Work lo! + + ,epea" Calendar● Ca#en&ar'ate(i)e* (+is is a&&e& pro%ra))ati a##, to ea + a#en&ar &o u)ent-● .ppt I'* I&entifies ea + Ca#en&ar &o u)ent- .## instan es ontains t+e sa)e .ppt I'● ef * I&entifies t+e +i#& instan e &o u)ent )at +es wit+ t+e .ppt I' in parent entr,-

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IBM Software Group | Lotus software

IBM Software Group | Lotus software

5

C&S Co"#onentsC&S Co"#onents

● Free"i!e a"aba#e● Calendar rofile● Ser*er roce##● Scheduler "a#k ● Calconn "a#k

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IBM Software Group | Lotus software

IBM Software Group | Lotus software

6

Co"#onentsCo"#onents + Free"i!e a"aba#e● %u#y"i!e$n#f on Ser*er : Crea"ed by "he #chedule !anager "he fir#" "i!e a #er*er #"ar"#$

Con"ain# docu!en"# i"h "he na!e of each per#on or roo! in "he do!ain "ha" ha# acalendar profile$

● Clubu#y$n#f on clu#"ered #er*er: .ach clu#"er!a"e ha# a replica of "hi# da"aba#e$● /ocal %u#y"i!e$n#f: e"# crea"ed au"o!a"ically hen "he o"e# clien" i# launched$● 'he calendar profile con"ain# u#er or roo! na!e in key field a!e $ n bu#y"i!e4 i" i# "he

na!e of "he en"i"y "he bu#y"i!e record i# for$

5 %u#er rofile docu!en" in bu#y"i!e$n#f 6 5 %uilding bu#yinfo fro! profile docu!en" 6

4256IL7 '5C

6277 (IM7

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IBM Software Group | Lotus software

IBM Software Group | Lotus software

7

Co"#onentsCo"#onents + rofile ocu!en"● ocu!en" "ha" i# u#ed "o iden"ify "he o ner of a da"aba#e4 " i# #"ored in !e!ory and

doe# no" appear in any *ie or folder$● 7ey field %u#y a!e iden"ifie# "he roo! or u#er na!e #y#"e!

o"e: 8#e o"e# eek "o *ie "he da"a and field# #"ored in "he calendar profile$

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IBM Software Group | Lotus software

IBM Software Group | Lotus software

8

Co"#onentsCo"#onents + Ser*er "a#k 9nSer*er Ser*er 'a#k 9nSer*er perfor!# lookup in o!ino irec"ory 9 per#on docu!en"# :

● 78pan& an, Groups● C+e "s 6u## a)e fie#& to 9erif, t+e a#en&ar profi#e in &:● C+e "s Mai# 'o)ain fie#& if sa)e &o)ain or &ifferent● C+e "s Mai# Ser9er fie#& if sa)e ser9er or anot+er ● C+e "s Mai# 6i#e fie#& for na)e to #o ate it to fet + a# profi#e● C+e "s Mai# .&&ress or 6orwar&in% .&&ress fie#&● C+e "s Ca#en&ar 'o)ain fie#& to &eter)ine if t+e user is on non; otes a#en&ar-● C+e "s Ca#en&ar Ser9er in 'o)ain 'o u)ents .&<a ent on;.&<a ent 6orei%n-

.;a!ple $ Free "i!e look-up in Single o!ino Ser*er$

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IBM Software Group | Lotus software

9

Co"#onentsCo"#onents + Schedule Manager 'a#k ● (+e s +e&u#e )ana%er =S +e&> is t+e ser9er tas" t+at S ans an, &ata:ase t+at +as a

Ca#en&ar rofi#e an& %at+er t+e :us,ti)e infor)ation an& store it in t+e free ti)e

&ata:ase-● (+e s +e&u#e )ana%er sear +es t+e 'o)ino 'ire tor, for ertain fie#&s wit+in person

&o u)ents = ser na)e Mai# Ser9er Mai# fi#e na)e ? Ca#en&ar 'o)ain> to a&& or up&atet+e orrespon&in% person &o u)ents in t+e :us,ti)e-nsf &ata:ase-

● S +e&u#e )ana%er on#, writes to :us,ti)e on t+e +o)e ser9er-● If an, of t+e fie#&s in t+e 'o)ino 'ire tor, person &o u)ents are in orre t s +e&u#e

)ana%er wi## not popu#ate or up&ate t+e :us,ti)e-nsf an& t+is wi## affe t free ti)e-● If t+e a#en&ar &o)ain is non; otes t+e s +e&u#e )ana%er wi## not reate an entr, for t+e

person in t+e :us,ti)e-nsf-● S +e&u#e Mana%er uses fie#&s start&ateti)e- en&&ateti)e ? :us,na)e et -- in t+e

a#en&ar &o u)ent-

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IBM Software Group | Lotus software

10

Co"#onentsCo"#onents + Calendar Connec"or 'a#k

● 'he calendar connec"or i# "he <fe"cher< of bu#y"i!e$● n*oke# only if in*i"ee no" on #a!e !ail #er*er$● robing 'echni=ue$● Ser*er Connec"ion ocu!en"#$● o"e# a!ed e" ork#● 'opology● )d>acen" and non-)d>acen" o!ain#

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IBM Software Group | Lotus software

11

Co"#onentsCo"#onents + Calendar Connec"or 'a#k

.;a!ple $ Free "i!e look-up in ' o o!ino Ser*er# in Single o!ain ●

'he Calendar Connec"or check# for connec"ion record in o!ino irec"ory for "he Chair?#@o!e #er*er ) "o "he in*i"ee#A Mail Ser*er %$ f a Ser*er Connec"ion record i# no" found4 "hen

o"e# ill probe "he e" ork "o !a"ch "he na!e "o a ne" ork addre##$

.;a!ple $ Free "i!e look-up in ' o o!ino Ser*er# in ifferen" o!ain#● 'he chairA# ho!e #er*er check# Connec"ion docu!en"# 9)d>acen"4 non-ad> or foreign do!ain

ocu!en"# for A o!ain%A in "he o!ino irec"ory and find# "he Calendar Ser*er na!e i#o!ino Ser*er% in o!ain%$

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IBM Software Group | Lotus software

12

C&S Best PracticesC&S Best Practices

● (uick *ie for a*ailabili"y of your roup$● )dd o"her calendar# "o o"e# calendar$● )dding )u"o )lar!# B o"ifica"ion#● .*en" )nnounce!en"● Schedule )cce## Con"rol● Calendar elega"ion● Calendar Se""ing *ia olicy● Calendar Cleanup● Calendar )rchi*ing$● ,epair Calendar● re*en" 8#er# ele"e Calendar .n"rie#

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IBM Software Group | Lotus software

13

Best PracticesBest Practices + (uick *ie for a*ailabili"y of your group● ou an use a Group Ca#en&ar to see w+et+er )e):ers of a %roup are free or :us, at ertain

ti)es - [ Bgroup Calendar $

Creatin% 5ptions

● 'isp#a, (i)e 5ptions

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IBM Software Group | Lotus software

14

Best PracticesBest Practices + )dd O"her Calendar# 'o o"e# Calendar● o"e# u#erA# calendar● o"e# 'ea!roo! calendar● o"e# applica"ion calendar● oogle Calendar● iCalendar feed● )c"i*i"ie#

f | f

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IBM Software Group | Lotus software

15

Best PracticesBest Practices + )dding )u"o )lar!#B o"ifica"ion#● )lar!# ae!on: /o"u# o"e# clien"A# add-in progra!$● .nabling)lar!#: reference# Cal&'o o )lar!# )lar! o"ifica"ion i#play)lar! o"ifica"ion#●

.nable)lar!#: /o"u# o"e# clien"A# o"e#$ini para!e"er 9Dalue E 0 + Off 1- On $● /oca"ion ocu!en": Check# "he !ail file na!e$● Calendar ocu!en": )lar!4 )lar!Me!oOp"ion#4 )lar!Off#e"4 )lar!Send'o4 )lar!8ni"

● )lar!# *ie : ) hidden *ie in "he !ail file$

IBM S f G | L f

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IBM Software Group | Lotus software

16

Best PracticesBest Practices + .*en" )nnounce!en" & Schedule )cce##● n#"ead ne Mee"ing op"ion4 Gou can u#e A.*en" )nnounce!en"A "o #end #ingle in*i"a"ion

"o large nu!ber of people4 hen you do no" an" recei*e any re#pon#e#$ S"ep#: Open Calendar e .*en" )nnounce!en"$

● Schedule )cce## Con"rol: Gou 9 or any D u#er !ay con"rol ho !uch infor!a"ion abou"your #chedule o"her# !ay #ee #cheduling a !ee"ing$

o"e: ran"ing acce## your #chedule infor!a"ion i# differen" fro! gran"ing acce## "o your calendar$

IBM Soft are Gro p | Lot s soft are

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IBM Software Group | Lotus software

17

Best PracticesBest Practices - re*en" 8#er# ele"e Calendar .n"rie#● se t+e settin% t+at re)o9es rat+er t+an &e#etes a#en&ar entries wit+out t+e user

"nowin%-

● In t+e Mai# o#i , Settin% Mai#A Basi s *

In )ai# referen esACa#en&ar ? (o 'o*

● e&u e t+e te)ptation to &e#ete :, re)o9in% t+e noti es to t+e a#en&ar fro) t+e In:o8-● se t+e a#en&ar s oti es ta: of t+e )ai# po#i ,-

IBM Software Group | Lotus software

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IBM Software Group | Lotus software

18

Best PracticesBest Practices + Calendar Cleanup & )rchi*ing● 8#ing ACalendar CleanupA op"ion4 7eep al ay# reduced "he #iHe of your !ail file$● Of"en4 you donA" need "o #a*e old calendar and "o do en"rie#$ o"e# ha# a fea"ure "ha"

dele"e# pa#" en"rie# "ha" ha*enA" been !odified in a long "i!e$Steps * 5pen Ca#en&ar A More A Ca#en&ar C#eanup *

ote* Ca#en&ar C#eanup &e#etes a#en&ar an& to &o entries per)anent#,-● 7eep al ay# reduced "he #iHe of your !ail file u#ing op"ion A)rchi*ing Cri"eriaA$

S"ep#: Open Calendar )c"ion# )rchi*e Crea"e Cri"eria:

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IBM Software Group | Lotus software

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IBM Software Group | Lotus software

20

Best PracticesBest Practices + ,epair Calendar fea"ure● 'he ,epair Calendar fea"ure ha# been pro*ided "o help "he cu#"o!er# "o fi; i##ue# of

duplica"e calendar en"rie#$●

'he func"ionali"y ork# only if u#er i# running I$J o"e# clien" ) !ailIJ$n"f "e!pla"e$● 'o "urn off u#e o"e#$ini para!"er : CS.nable.*en",epairE0$

'echno"e : 'he ,epair Calendar fea"ure in o"e# I$J

IBM Software Group | Lotus software

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21

Best PracticesBest Practices - 8#ing Calendar Se""ing *ia olicy● i#play of orking hour#4 day# in "he u#erA# !ail file preference#$● Wha" kind of no"ice#B!ee"ing# "o di#play in nbo;● Gour a*ailabili"y and #chedule infor!a"ion #e""ing#● )u"o!a"ic ,e#pon#e# #e""ing#● Whe"her "o allo delega"ion righ"# for u#er# on "heir !ail file# e"c$

IBM Software Group | Lotus software

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p |

22

C&S ScenariosC&S Scenarios

● Copying ,epea"ed Calendar ocu!en"# "o ano"her a"aba#e$

● Cu#"o!iHing o"e# Calendar Me##age#

● Can e u#e o"e# Calendar a# Co!pany Calendar

IBM Software Group | Lotus software

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23

ScenariosScenarios + Copying ,epea" !ee"ing "o ne da"aba#e● When you "ry copy repea" calendar# fro! one da"aba#e "o ano"her4 "he orkflo link# !ay

break and i" !ay lo#e "he func"ionali"y$● 'he Work around i# "o crea"e ne replica da"aba#e and replica"e all "he calendar docu!en"#4

in#"ead crea"ing ne da"aba#e$● f "he ne da"aba#e crea"ion i# !u#" "hen you !u#" en#ure "hi# ne da"aba#e ha# #a!e replica

on old da"aba#e4 progra!!a"ically ) al#o en#ure bo"h "he da"aba#e# ha*e #a!e calendarprofile of "he u#er$

● )no"her ork around4 you can "ry )c"ion ACopy 'o a"aba#eA )gen"$ 9 o"e: .n#ure bo"h "heda"aba#e# ha*e #a!e calendar profile of "he u#er $

IBM Software Group | Lotus software

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24

ScenariosScenarios + Cu#"o!iHe o"e# calendar !e##age# or o"ice#● 'he#e !e##age# are pre#en" in < o"ice< for! of !ail "e!pla"e$● Gou can edi" i" a# per your re=uire!en"$ .;a!ple:

IBM Software Group | Lotus software

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25

ScenariosScenarios + Can e u#e o"e# Calendar a# Co!pany Calendar

● " i# no" #uppor"ed or reco!!ended$●

We can u#e any !ail file bu" #hould ha*e regi#"ered o"e# 4 er#on ocu!en"$● 'he !ail file #hould no" be u#ed a# a !ail-in da"aba#e$

'echno"e : Can "he o"e# !ail file be u#ed a# a co!pany calendarK

IBM Software Group | Lotus software

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26

C&S TroubleshootingC&S Troubleshooting

● Free 'i!e roble!#

● Calendar profile roble!#

● Mi##ing4 %roken & uplica"e !ee"ing#

● ebug ara!e"er#

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Troubleshooting -Mi##ing4 %roken & uplica"e !ee"ing#

Mi##ing4 %roken & uplica"e !ee"ing#

● Search "he )pp"8 *alue in "he hidden )pp"8 *ie $● Check he"her !i##ing ,ef fieldK f #o4 aren" docu!en"● .;a!ine "he CS'rack field4 hich !ain"ain# a hi#"ory● f !ail "e!pla"e cu#"o!iHa"ion !ay cau#e "he !ee"ing# broken or corrup"$● ,eplica"ion conflic"# or no"ice proce##ed fro! differen" replica# cau#e duplica"e#$● 8#e ,e! upC. 'ool or ,epair calendarfea"ure$

'echno"e : 'he ,epair Calendar fea"ure in o"e# I$J

IBM Software Group | Lotus software

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29

Troubleshooting + ebug para!e"er#

ebug ara!e"er#

Clien" #ide o"e#$ini ara!e"er#:CS,epor".rror#E1CSSchedule ebugE1SchedulerL a"aL ebugE1

● Ser*er-#ide o"e#$ini ara!e"er#:Con#oleL/ogL.nabledE1C#Schedule ebugE1CS,epor".rror#E1

ebugLScheduleE1ebugLSchedL)llE1

C#/og)u"oproce##E1ebugLC#L/e*elE JJ3JebugL"hreadidE1

/ogL!ailrou"ingE30

(e +note * otes a#en&ar free ti)e &isp#a,s wron% infor)ation

IBM Software Group | Lotus software

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30

%e erences

● /i#" of co!!on calendaring & #cheduling !e##age# in o"e#B o!ino I$J● /o"u# o"e# Calendar and Scheduling e;plainedN● Wha" i# "he func"ion of "he <Crea"e roup Calendar< op"ion in 'ea!,oo! da"aba#e#K● 'he ,epair Calendar fea"ure in o"e# I$J● 'rouble#hoo"ing & re#ol*ing co!!on o"e#B o!ino Calendaring & Scheduling i##ue#● Can "he o"e# !ail file be u#ed a# a co!pany calendarK● @o "o recrea"e "he bu#y"i!e$n#f and clubu#y$n#f da"aba#e# on a o!ino #er*er● @o "o dele"e rofile docu!en"# !anually or u#ing /o"u#Scrip"● o"e# calendar free "i!e di#play# rong infor!a"ion

IBM Software Group | Lotus software

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31

& A

/egal i#clai!er %M Corpora"ion 2013$ )ll ,igh"# ,e#er*ed$

'he infor!a"ion con"ained in "hi# publica"ion i# pro*ided for infor!a"ional purpo#e# only$ While effor"# ere !ade "o *erify "heco!ple"ene## and accuracy of "he infor!a"ion con"ained in "hi# publica"ion4 i" i# pro*ided )S S i"hou" arran"y of any kind4e;pre## or i!plied$ n addi"ion4 "hi# infor!a"ion i# ba#ed on %M?# curren" produc" plan# and #"ra"egy4 hich are #ub>ec" "o changeby %M i"hou" no"ice$ %M #hall no" be re#pon#ible for any da!age# ari#ing ou" of "he u#e of4 or o"her i#e rela"ed "o4 "hi#publica"ion or any o"her !a"erial#$ o"hing con"ained in "hi# publica"ion i# in"ended "o4 nor #hall ha*e "he effec" of4 crea"ing any

arran"ie# or repre#en"a"ion# fro! %M or i"# #upplier# or licen#or#4 or al"ering "he "er!# and condi"ion# of "he applicable licen#eagree!en" go*erning "he u#e of %M #of" are$

,eference# in "hi# publica"ion "o %M produc"#4 progra!#4 or #er*ice# do no" i!ply "ha" "hey ill be a*ailable in all coun"rie# inhich %M opera"e#$ roduc" relea#e da"e# andBor capabili"ie# referenced in "hi# pre#en"a"ion !ay change a" any "i!e a" %M?#

#ole di#cre"ion ba#ed on !arke" oppor"uni"ie# or o"her fac"or#4 and are no" in"ended "o be a co!!i"!en" "o fu"ure produc" orfea"ure a*ailabili"y in any ay$ o"hing con"ained in "he#e !a"erial# i# in"ended "o4 nor #hall ha*e "he effec" of4 #"a"ing or i!plying"ha" any ac"i*i"ie# under"aken by you ill re#ul" in any #pecific #ale#4 re*enue gro "h or o"her re#ul"#$ %M4 /o"u#4 /o"u# o"e#4

o"e#4 and o!ino are "rade!ark# of n"erna"ional %u#ine## Machine# Corpora"ion in "he 8ni"ed S"a"e#4 o"her coun"rie#4 or bo"h$

Micro#of" and Windo # are "rade!ark# of Micro#of" Corpora"ion in "he 8ni"ed S"a"e#4 o"her coun"rie#4 or %o"h$O"her co!pany4 produc"4 or #er*ice na!e# !ay be "rade!ark# or #er*ice !ark# of o"her#$

)ll reference# "o reno*a"ion#$co! refer "o a fic"i"iou# co!pany and are u#ed for illu#"ra"ion purpo#e# only$

'@) 7 GO8