IBM Lotus Quickr Version 8.0
Experience
Get the highlights
Create places to start building connections
Blog to gain quick solutions and more
See content in motion with wikis
Manage documents and media in a library
Customize your place as your project scope changes
Create additional starting points for new places
See how IBM Lotus Quickr connectors knock down barriers to tools and the team
See a project evolve at Power Renovations
Meet the team
Connect the team to project priorities and expectations
Debate designs and brainstorm to find manufacturing solutions
Author content collectively across departments
Get approvals on design decisions to gain company resources
Complete the project and leverage project successes in future endeavors
View a demonstration
User's Guide
Lotus Quickr connectors
Connecting to Lotus Quickr
Setting up Lotus Quickr connectors
Connect to a Quickr server
Uninstalling IBM Lotus Quickr Connectors
IBM Lotus Notes connector for IBM Lotus Quickr
Understanding access to places
Sending a link to an existing file in a document library
Sending a link to an existing folder in a document library
Moving attachments from your mail to a document library
Copying attachments from your mail to a document library
Setting document library preferences
Connecting to Lotus Quickr from Lotus Sametime
Example: editing a document and inviting team members to discuss the changes
Opening and closing your places list
Using documents during Lotus Sametime collaboration
Inserting a link to a place document in a chat invitation
Sending links to documents during chats
Inviting people to download the connectors
Working with documents using Microsoft applications
Create a document using Microsoft applications
Add an existing document using Microsoft applications
Edit a document using Microsoft applications
Check out a document from Microsoft applications
Using other desktop applications
Managing your places list
Adding places to your places list
Viewing and editing place properties
Using connection settings
Understanding the views in your places list
Refreshing your places list
Working with documents from your places list
Opening documents for reading or editing
Checking out documents without opening them
Checking in documents
Canceling document checkouts
Working with document properties
Displaying document properties
Editing document properties
Adding documents to places
Creating and adding new documents
Creating and adding new documents from Windows Explorer
Creating and adding new documents from Lotus Sametime
Adding existing documents from your local file system
Adding documents from your local file system using Windows Explorer
Adding documents from your local file system using Lotus Sametime
Adding documents to a place using drag and drop
Using drag and drop to copy and move documents
Using the draft approval process
Submitting draft documents for approval
Approving or rejecting draft documents
Working with document versions
Creating new versions of documents
Viewing or restoring archived versions of documents
Copying documents to your local file system
Mailing links to documents
Copying and pasting links to documents
Deleting documents
Monitoring document changes
Understanding error messages
Working with folders in your places list
Creating folders in places
Displaying and editing folder properties
Refreshing the contents of folders in your places list
Deleting folders from places
Using Windows shortcut keys
Services for Lotus Domino
About Lotus Quickr
What's new in this release
Context menus
Navigation methods
Using a feed
Accessibility
Welcome to Lotus Quickr
Creating a place
Rooms in a place
My Places features
Content-related activities
Editing Welcome and Instructions content
Creating and editing content
Text formatting icons
Imported and uploaded content
Checking content in or out
Bookmarking content
Copying or revising content
Importable information types
Importing and publishing Microsoft Office documents
Notification options
Content creation options
Creating, editing and deleting a content link
Calendar activities
Using the Calendar
Subscribing to calendar events
Managing and using an Index
Index content access options
Folder types
Managing and using folders
Folder access privileges
Folder activities
Managing content in folders
Mail, newsletter, and feed subscriptions
Setting up mail in a place
Using mail in a place or room
Subscribing to Lotus Quickr News
Using a feed
Online Chat and Awareness
Using online chat
Scheduling and attending online meetings
Search options
Using advanced search
Searching for news
Search results
Forms
Creating forms
Editing forms
Form field types
Plain text field
Text area field
Pop-up list field
Date pop-up field
Time pop-up field
Name pop-up field
Attachments field
Rich text field
Calendar information field
Task field
Notification indicator field
Non-editable rich text field
Author field
Creation date field
Last editor field
Last modified date field
Size field
Serial number field
Title field
Choosing a destination for a form's content
Overview of workflow
The approval workflow
Defining an approval workflow for a form
The multiple editors workflow
The simple submit workflow
The editor-in-chief workflow
Tasks folder
Managing the Tasks folder
Using tasks
Creating and modifying tasks
Your place membership information
Managing your personal information
Managing place membership
Managing groups
Groups
Member information
Customization
Place Basic options
Place logos
Using the logo maker
Using an image file for the place logo
PlaceTypes
Allowing a place to be used as a PlaceType
Themes
Using themes
Offline places
Installing an offline place
Setting offline place synchronization intervals
Using offline places
Place synchronization
PlaceBots
Creating and managing PlaceBots
Using PlaceBots
Administrator and Developer Help
Services for WebSphere Portal
Explore Lotus Quickr home
Setting up a place
Creating a place
Customizing your place
Renaming your place
Adding components
Adding people
Adding pages
Modifying place properties
Saving a place as a template
Managing a place
Members
Viewing members
Adding members to an application
Changing the owner of an application
Canceling your membership to an application
Making applications public
Notifying new members
Manage Members
Reassigning roles of members
Removing members from an application
Roles
Roles and Lotus Quickr
Viewing roles
Creating roles
Editing roles
Role field descriptions
Changing layout
Place layout
Advanced layout
Creating and editing page properties
Changing page status
Deleting pages
Editing page layout
Reordering pages
Pages and Layout restrictions
Page layout
Content help
Appearance help
Wires help
Editing properties
Place properties
Editing application properties
Changing the application owner
Saving an application as a new application template
Property field descriptions for applications
Page properties
Using a place
Blogs
Creating a new blog post
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Viewing and adding comments
Linking to place content
Subscribing to place content
Lists
Working with lists
Creating a new list
Creating a new announcement
Creating a new contact
Creating a new project task
Creating a new setup task
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Viewing and adding comments
Linking to place content
Subscribing to place content
Wikis
Creating a new wiki page
Using a wiki
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Viewing and adding comments
Linking to place content
Subscribing to place content
HTML viewer
Creating HTML content
Inserting a link
Inserting an image
Rich text viewer
Creating rich text
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Feed Reader
Providing team credentials
Providing private credentials
Managing system slots
Documents
Navigating in a library
Dynamic menus
Setting the default start location
Breadcrumb trail
Summary and details view
Live document
Configuring the browser to work with documents
Browser plug-in
Enabling and disabling the browser plug-in
Upgrading the plug-in
Browsers supported by the plug-in
Creating and modifying documents
Creating a document
Assigning a document type
Assigning access to a document
Access roles
Copying a document
Moving a document
Editing a document
Renaming a document
Previewing a document
Deleting a document
Adding a comment to a document
View and edit the properties of a document
Converting document formats
Uploading a document
Uploading a document using drag and drop
Downloading a document
Spell check a document
Replacing a document
Check out or check in a document
Sending a link to a document
Copying a document link
Organizing documents into categories
Assigning a document to a category
Advanced search using categories
Search
Searching for documents
Advanced searching
Rich text editor
Subscribing to a library, document or folder feed
Document versions
Creating a document version
Current and archived versions
Draft approval
Creating a draft document
Submitting a draft for approval
Accepting or rejecting a draft
Working with folders and views
Creating a folder
Assigning access to a folder
Editing a folder
Deleting a folder
Searching a folder
Sending a link to a folder or view
Copying a folder link
Copying a folder
Moving a folder
Renaming a folder
Creating a view
Customizing view columns
Editing a view
Deleting a view
Copying a view link
Searching for content
Search Center
Composite applications
User access to templates and applications
Application access
Working with composite applications
Application and component properties
Application pages
Application roles
Application membership
Restricted applications
Public applications
Membership principles
Access to applications and components
Application management
Adding composite applications to portal search collections
Welcome to the documentation
Accessing Lotus Quickr documentation
Conventions
Directory conventions
Navigating
Searching
Printing
Viewing information in different languages
PDF files
Terms of use
Accessibility and keyboard shortcuts in the information center
Notices and trademarks
Administrator's Guide
Deciding on the services to use
Supported hardware and software
Checking for known issues before installation
Services for Lotus Domino
Planning
Installing
Installing services for Lotus Domino
Installing on Windows
Installing on AIX or Solaris
Installing on IBM i5/OS
IBM Lotus Quickr and Domino compatibility on i5/OS
Preparing your TCP/IP configuration
Adding a TCP/IP interface and host name
Verifying the configuration of other Domino servers
Verifying the configuration of Sametime servers
Verifying the configuration of IBM Directory Server (LDAP)
Verifying the configuration of IBM HTTP Server
Installing and configuring a Domino server for IBM Lotus Quickr
Pre-accepting the IBM Lotus Quickr software agreements
Installing IBM Lotus Quickr on i5/OS
Adding IBM Lotus Quickr to the Domino server
Removing IBM Lotus Quickr from a Domino server on i5/OS
Upgrading to Lotus Quickr 8
What's new?
Backing up places and PlaceTypes
Upgrading servers
Upgrading a server on Windows
Upgrading a server on AIX or Solaris
Upgrading a server on i5/OS
Upgrading the design of databases on the server
Upgrading places and PlaceTypes
Upgrading all places and PlaceTypes at once
Upgrading places and PlaceTypes incrementally
Forcing the upgrade of places and PlaceTypes
Unregistering and re-registering places with the Place Catalog
Unregistering and re-registering all places at once
Unregistering and re-registering places incrementally
Clearing the browser cache on offline clients
Upgrading the on-disk structure of places
Updating Lotus Sametime integration features
Updating integration features after upgrading to Lotus Quickr 8
Updating integration features if you upgrade to Lotus Sametime
Verifying that Lotus Sametimeintegration is working
Changing the server URL root
Moving a place from an older-release server to a current-release server
Enabling the Domino Servlet Engine
Enabling UTF-8 character encoding for non-English server versions
Modifying TCP/IP registry settings on Windows servers
Installing connectors
Configuring collaborative installations
Configuring
Understanding the basics
Starting Lotus Quickr
Starting Lotus Quickr on Windows
Starting Lotus Quickr on AIX or Solaris
Starting Lotus Quickr on i5/OS
Stopping Lotus Quickr
Stopping Lotus Quickr on Windows, AIX, or Solaris
Stopping Lotus Quickr on i5/OS
Understanding administration tools
Creating and using the qpconfig.xml file
Using qptool
Using the Site Administration link
Using the notes.ini file
Performing i5/OS-specific configuration tasks
Changing Lotus Quickr server properties on i5/OS
Changing Lotus Quickr language dictionaries on i5/OS
Running multiple IBM Lotus Quickr servers on i5/OS
Connecting to a user directory
Preparing to access LDAP directory servers from behind a firewall on i5/OS
User directories
Supported directory services configurations
Comparison of LDAP configuration options
Feature differences when accessing places through group membership
Support for special characters in names
Setting up Domino to control directory services
Switching to Domino control of directory services
Setting up Lotus Quickr to control directory services
Customizing Lotus Quickr control of directory services
Customizing the attributes displayed for users and groups
Customizing search filters
Customizing searches for login names
Customizing the user lookup search
Customizing the group lookup search
Customizing the search used to determine group membership
How the Exact Match lookup option affects search filters
Customizing the directory lookup interface
Customizing the search hint in the directory lookup interface
Customizing the display of search results
Sample user directory settings
Customizing the search base used for group searches
Using nested groups
Customizing SSL connections
Using accented characters in user names (AIX and Solaris)
Testing access to an LDAP directory server
Disconnecting from a user directory
Configuring the Place Catalog
How the Place Catalog Works
Configuring clustered servers
Creating a Lotus Domino cluster
Implementing a method for distributing HTTP requests
Modifying scheduled qptool commands in the notes.ini file
Setting up the Place Catalog for a cluster
Configuring security
Configuring user authentication
Configuring multi-server single sign-on authentication
Creating or editing a Web SSO Configuration document
Creating a Web SSO Configuration document
Editing an existing Web SSO Configuration document
Completing single sign-on setup
Modifying cache settings related to user authentication
Configuring access to the server
Specifying administrators
Giving administrator access to external users
Giving administrator access to local users
Specifying who can create places on the server
Specifying which external users can create places
Specifying which local users can create places
Allowing all users who have access to the server to create places
Specifying super user access to the server
Specifying who has super user access from a browser
Specifying who has super user access from a Lotus Notes client
Configuring expanded membership
Expanded membership
Setting up expanded membership
Enabling expanded membership on the server
Configuring the name and password to use to connect to the LDAP server
Enabling expanded membership in places
Blocking specific protocols referenced in link URLs
Blocking HTML attachments that contain cross-site scripts
Hiding the Log In and Log Out links
Configuring browser caching for tighter security
Clearing Lotus Quickr files from the Internet Explorer cache
Preventing caching of pages that contain data on browsers
Integrating with other applications
Configuring connectors
Enabling connector uploads of 10MB or larger files
Preventing the use of connectors
Enabling Lotus Sametime features in places
Preparing the servers to enable Lotus Sametime features in places
Enabling awareness and instant messaging in places
Copying the required Java files
Specifying the Lotus Sametime server for Lotus Quickr to use
Verifying that places are enabled for awareness and instant messaging
Enabling online meetings
Configuring a user for Lotus Quickr meeting integration
Copying files required for online meetings
Configuring the qpconfig.xml file for online meetings
Specify the Lotus Sametime meeting server for Lotus Quickr to use
Verifying that place members can use online meetings
Setting up Lotus Quickr for offline use
Enabling Domino Off-Line Services
Enabling Domino Off-Line Services on Windows, AIX, or Solaris
Enabling Domino Off-Line Services on i5/OS
Creating certifier IDs for offline use
Understanding the certifier ID requirements
Creating an organization certifier for external members in a different organization
Creating an organizational unit certifier for external members
Creating a /QP organizational unit certifier for local members
Creating an Offline Security Policy document
Translating LDAP distinguished names for offline use
Example of translating names that contain the dc attribute
Configuring offline use for specific environments
Configuring offline use in an environment that uses IBM Network Dispatcher
Configuring offline use in an environment that uses Sun Java System Portal Server
Configuring offline use in an environment that uses CA SiteMinder
Using a passthru server for offline use
Performing optional offline configuration tasks
Using an alternate Web server for offline downloads
Using Lotus Quickr login passwords for offline use
Hiding the Work Offline link from users
Offline setup FAQs
Configuring place options
Enabling or disabling context menus or document drag-and-drop
Displaying user images and user information in user context menus
Specifying a footer that appears on all pages
Adding and removing graphic text fonts
Changing the maximum allowed attachment size
Disabling ActiveX
Disabling Java applets
Displaying CGI variables in HTML source pages
Disabling page compression
Customizing user notifications settings
Configuring where the server routes undeliverable e-mails
Disabling calendar subscriptions
Configuring an email URL prefix when using a gateway server
Using qpconfig.xml settings to configure notifications
Customizing the My Places feature
Enabling DBCS members to use My Places
Opening places in a new browser window
Using a custom application for My Places
Specifying rules for a reverse proxy configuration
Customizing Web page cache settings
Configuring cross-place searching
Administering
Managing place membership
Adding external members to places
Changing member names in places
Changing the hierarchy of member names in places
Updating external member information in places
Removing members from places
Changing local member passwords
Managing expanded membership
Enabling expanded membership in places
Changing the directory server or base distinguished name used for the expanded membership groups
Recreating expanded membership groups to resolve problems
Using expanded membership logging
Managing places
Using My Places for place administration
Using My Places to display place statistics
Using My Places to perform place administration tasks
Sending mail to place members
Sending newsletters to subscribers
Locking and unlocking places on the server
Archiving places
Restoring an archived place that you removed
Renaming places
Moving a place from one current-release server to another
Removing places and PlaceTypes from the server
Generating reports about places
Registering and unregistering places
Managing templates (PlaceTypes)
Reordering the server's PlaceType list
Hiding PlaceTypes in the PlaceTypes list
Refreshing places and PlaceTypes
Refreshes
How basic refresh affects the elements in places
How replace affects the elements in places
Refreshing using the qptool refresh command
Refreshing PlaceTypes using the Work with Templates link
Preventing a place from being refreshed
Copying a PlaceType to another server
Deleting PlaceTypes
Maintaining servers
Backing up Lotus Quickr data
Determining server status on i5/OS
Updating statistics in the Place Catalog
Generating reports about servers
Registering and unregistering servers
Recovering if the Place Catalog server goes down
Tracking the number of active Lotus Quickr users
Maintaining a cluster
Creating replica stubs for new places, rooms, and PlaceTypes
Adding a Lotus Quickr server to a cluster
Removing a server from a cluster
Customizing
Place architecture
Customizing and creating objects with Lotus Notes and Domino Designer
Writing client-side JavaScript to extend place functionality
Using XML to access the Lotus Quickr Java API
Setting up the server to access the Java API
Setting up the server for Java API access (Windows, AIX, Solaris)
Setting up the server to access the API (i5/OS)
Accessing the Java API
Accessing the API from a command line
Accessing the API from a Java program
Accessing the API using qptool execute
XML details
Creating PlaceTypes
PlaceTypes
Signing a newly inherited scheduled PlaceBot in a place
Reordering the server's PlaceType list
Hiding PlaceTypes in the PlaceTypes list
Automating tasks with PlaceBots
Creating a PlaceBot
Java PlaceBot files
LotusScript PlaceBot files
Managing PlaceBots
Debugging a PlaceBot
Disabling PlaceBots for tighter security
Running PlaceBots offline
Creating custom place themes
Theme layouts
<QuickPlaceSkinComponent> tag in layouts
<IteratingValue> tag in layouts
One HTML file for multiple layouts
Creating a new theme
Editing a custom theme
Troubleshooting
Known issues documented on IBM Support site
Troubleshooting installation problems
Opening the installation log file on i5/OS
Troubleshooting connectors
You receive the error "The path specified is too long" when using connectors to add a document to a place
Troubleshooting place problems
Imported HTML files with non-English characters not displaying correctly using Safari
Option to create or import Microsoft Office pages missing
Troubleshooting user directory problems
Can't add a member from the user directory
Names of external members are missing or displayed as distinguished names
Mapping dn to display_name causes problems
You cannot use automatic lookup to add new members if more than one match is found
Cannot add two members with the same distinguished name
You cannot create a place that has the same name as a user in the directory
Places do not show changes to user information made in directory
"OK with Anonymous access" shows rather than "OK with credentials" when saving user directory settings
User directory set to localhost or 127.0.0.1 causes server crash
What's New notification doesn't work for users who access rooms through group membership
Troubleshooting security problems
A second cn component in distinguished name is preventing user authentication
A user can't log in to a place after a distinguished name change
User can't log in after name change in Domino Directory
In a third-party authentication environment, users with non-standard names are unable to authenticate
In a third-party authentication environment, users with multi-character delimiters in their names are unable to authenticate
Users are rechallenged for credentials when publishing and lose their edits
If place member and super user have same name, the super user gets member access
A user who is a member of a group is not getting the expected access
Troubleshooting qptool problems
Changehierarchy command adds entries to the Place Catalog in situations when it shouldn't
Addmember command fails when you mistakenly use the -g argument to add an individual user
Must unlock archived place before moving it back and registering
qptool changemember appears to change a user to a group
qptool report returns the error "Database is not full-text indexed"
Uppercase place names specified in XML input are converted to lowercase
qptool does not archive a place that already exists in the specified archive directory
Can't use qptool commands on a place whose name begins with a hyphen
qptool changemember does not change the name in existing page banners
qptool remove -cleanup after qptool remove -p placename not working
Problem using nqptool commands on server/program command line
Troubleshooting offline problems
New rooms not installing to offline place during synchronization
Users are unable to sign in offline
Users unable to log in offline to a place with many rooms
User installing offline using Sun ONE Portal Server is prompted to reauthenticate
Users can't install places offline in a CA SiteMinder environment
Users see ERROR 500 message when installing offline
A PlaceBot does not run offline
Offline users can't edit their member profiles when Sametime is enabled and the place name begins with "QuickPlace"
Users with flat names can't take places offline
Offline not working for external users after changemember or changehierarchy commands used
Offline is not working for a super user
Offline users can't use places and rooms accessed through group membership
Offline authors or readers see synchronization errors
Problem installing places offline on Windows XP
Cannot install places with the same name from two different servers
Troubleshooting Lotus Sametime problems
Users can't schedule meetings from a place
Lotus Sametime is not working for local users
External members with flat names cannot join online meetings that they publish
Troubleshooting problems with non-English versions
Non-English characters displaying incorrectly
Headlines not working with French version of Internet Explorer
Reference
notes.ini settings
Web page cache settings
Offline settings
Server logging settings
Client logging settings
Other settings
XML nodes and node actions
The service node
query (service)
search (service)
Full-text query syntax
The server node
getPlaceTypes (server)
The place node
create (place)
remove (place)
forceRemove (place)
update (place)
The placetype node
The person node
add (person)
remove (person)
update (person)
The group node
add (group)
remove (group)
update (group)
The member node
add (member)
remove (member)
Services for WebSphere Portal
Installing
Planning for deployment
Planning considerations
Special characters in user IDs and passwords
Preparing your operating system
Preparing your Linux machine
Preparing your Windows machine
Installing Lotus Quickr
Installing on a single server
Departmental/Express installation
Advanced Single Server installation
Installing Lotus Quickr in a cluster
Planning for cluster
Setting up a cluster
Installing WebSphere Application Server Network Deployment on the deployment manager machine
Installing the primary node and creating the cluster
Installing a secondary node
Creating a new cluster from a single server node
Configuring the cluster to use a Web server
Enabling LDAP security after cluster creation
Adding a single server node to an existing cluster
Uninstalling Lotus Quickr from a cluster
Advanced cluster installation
Configuring for HTTP session failover
Using Search in a cluster
Updating Personalization properties in a cluster
Sharing database domains between clusters
Managing the cluster
Maintaining the cluster
Uninstalling on Windows and Linux
Preparing to uninstall Lotus Quickr
Uninstalling Lotus Quickr
Uninstalling Lotus Quickr using the graphical uninstallation program
Uninstalling Lotus Quickr using the console uninstallation program
Uninstalling Lotus Quickr using a response file
Uninstalling Lotus Quickr manually
People awareness
About people awareness
Configuring contact information on person links
Editing the CSEnvironment.properties file
Enabling Lotus Sametime chat features
About Sametime server installation and setup
Configuring the Lotus Quickr server to recognize Lotus Sametime
Configuring Lotus Sametime people awareness for users of the Mozilla browser
Configuring single sign-on between Lotus Quickr and Lotus Sametime
Retrieving the WebSphere LTPA key
Importing the WebSphere LTPA key into Lotus Domino
Enabling multi-server SSO authentication
Increasing SSO security by preventing anonymous access to HTML files
Testing Lotus Sametime chat features
Checking the page source for awareness configuration
People Finder reference
People Finder configuration reference
Enabling People Finder for anonymous users
People Finder interaction with other portlets
Member Manager and People Finder
PeopleService object
Directory Search
Setting attributes for results columns
Changing the minimum number of characters in names for searching
Improving response time of Directory Search
Providing online awareness for a custom portlet
Customizing person menu actions in AJAX-compatible portlets
Live Object Framework overview
Troubleshooting people awareness
Installing and enabling IBM Tivoli License Compliance Manager
Advanced installation
Installing coexisting profiles
Advanced installation options
Changing the default profile
Installing an empty portal
Installing as a non-root user
Configuring the Lotus Quickr ports
About the install program
The graphical user interface program
The console interface program
The response file
Configuring
Configuring databases
Planning for databases
Determining what data to transfer
Configuring DB2
Planning for DB2
Installing DB2
Creating databases and users for DB2
Transferring DB2
Transferring all domains
Transferring DB2 manually
Transferring using the configuration wizard
Transferring individual domains
Transferring manually
Transferring using the configuration wizard
Verifying database connections
Changing database passwords that are used by Lotus Quickr
Connecting to existing database domains
Configuring Web servers
Web servers and Lotus Quickr
Setting up a Web server with Lotus Quickr
Configuring security
Planning
Authentication
Member Manager
User registries
Single sign-on
Credential Vault
Out-of-box security
Database user registry
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring a database user registry
Verifying your database user registry
LDAP user registry
Planning for LDAP
Tivoli Directory Server
Installing Tivoli Directory Server
Creating required LDAP users and groups
Setting up Tivoli Directory Server
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Tivoli Directory Server
Configuring LDAP server for non-realm support
Configuring Tivoli Directory Server for non-realm support
Configuring using the configuration wizard
Configuring Tivoli Directory Server for realm support
Verifying LDAP
Setting up LDAP over SSL with IBM Tivoli Directory Server
Domino Directory
Installing Lotus Domino
Creating required LDAP users and groups
Setting up Domino Directory
Adding administrators to the Domino Directory
Updating the Access Control List of the Domino Directory
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Domino Directory
Configuring LDAP server for non-realm support
Configuring Domino Directory for non-realm support
Configuring using the configuration wizard
Configuring Domino Directory for realm support
Verifying LDAP
Setting up LDAP over SSL with Domino Directory
Active Directory
Installing Active Directory
Creating required LDAP users and groups
Setting up Microsoft Active Directory
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Active Directory
Configuring LDAP server for non-realm support
Configuring Active Directory for non-realm support
Configuring using the configuration wizard
Configuring Active Directory for realm support
Verifying LDAP
Setting up LDAP over SSL to Active Directory
Active Directory Application Mode
Installing Active Directory Application Mode
Creating required LDAP users and groups
Setting up Active Directory Application Mode
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Active Directory Application Mode
Configuring Active Directory Application Mode for non-realm support
Configuring Active Directory Application Mode for realm support
Verifying LDAP
Setting up LDAP over SSL to Active Directory Application Mode
Novell eDirectory
Installing Novell eDirectory
Creating required LDAP users and groups
Setting up Novell eDirectory
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Novell eDirectory
Configuring LDAP server for non-realm support
Configuring Novell eDirectory for non-realm support
Configuring using the configuration wizard
Configuring Novell eDirectory for realm support
Verifying LDAP
Setting up LDAP over SSL with Novell eDirectory
Sun Java System Directory Server
Installing Sun Java System Directory Server
Creating required LDAP users and groups
Setting up Sun Java System Directory Server
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Sun Java System Directory Server
Configuring LDAP server for non-realm support
Configuring Sun Java System Directory Server for non-realm support
Configuring using the configuration wizard
Configuring Sun Java System Directory Server for realm support
Verifying LDAP
Setting up LDAP over SSL with Sun Java System Directory Server server
Additional LDAP configuration
Configuring the user subsystem to follow referral's of the LDAP repository
Enabling application groups
Configuring Lotus Quickr for LDAP Searches
Mapping LDAP attributes
Mapping external IDs (extId) in Member Manager
Using Tivoli Directory Integrator to build a user registry
Using multiple realms and user registries
Member Manager database repository configuration
Member Manager LDAP repository configuration
Member Manager Federation Repository
Member Manager lookaside repository configuration
Custom user registry
Secure Socket Layer
Setting up SSL
Configuring SSL only for the login process
Setting up Client Certificate Authentication
Keeping your environment secure
Deploying portlets in a secure environment
Deleting passwords from configuration scripts
Using Java 2 security with Lotus Quickr
Changing passwords
Caching considerations
Using WebSphere Application Server global security
Disabling WebSphere Application Server global security
Enabling WebSphere Application Server global security
Using step-up authentication
Enabling step-up authentication and the Remember me cookie
Enabling the Remember me cookie
Enabling step-up authentication
Disabling step-up authentication
Disabling step-up authentication and the Remember me cookie
Disabling the Remember me cookie
Disabling step-up authentication
Enabling HTTP Basic Authentication for simple clients
The HTTP Basic Authentication Trust Association Interceptor
Configuring the HTTP Basic Authentication Trust Association Interceptor
Reference: Properties for the Trust Association Interceptor
Using the HTTP Basic Authentication Trust Association Interceptor in combination with external authentication servers
Changing the portal URI
Configuration tools
Configuration program
Configuration properties reference
Configuration task reference
Deleting passwords from configuration scripts
Configuring Lotus Quickr with the configuration wizard
Configuring a component
Configuring a blog
Configuring a list
Configuring a wiki
Configuring a list viewer
Administering
Before you start administering your portal
Launching the portal from a Web browser
Logging in to your portal
Signing up to the portal
Starting and stopping WebSphere Application Server and Lotus Quickr
Configuring mail service
Administration tools
Managing access, users, and groups
Users and groups
Adding new users
Managing users and groups
Nested groups
Setting limits on searches for users and groups
Deregistering users and groups from Lotus Quickr
Customize common name generation
Registration, Edit My Profile and Login
Special characters in user IDs and passwords
Searching group membership
Using the member fixer tool
Access Control
Managing Access Control
Resources
Roles
Access rights
Initial access control settings
Access control scenarios
Delegated access control administration
Access Control Caching
Setting user and group permissions
Setting resource permissions
Managing libraries
Creating a library
Library settings
Adding a user with authority to manage library elements
Customizing library columns
Customizing the create menu
Modifying library properties
Creating and editing a document type
Local and shared document types
Document type options
Adding a property sheet
Document templates
Modifying or adding a category
Uploading documents into a library
Importing documents from a feed
Enabling Document Conversion Services
Enabling remote document conversion
Files that can be viewed as HTML
Managing pages, layout, and content
Managing portal resources with policies
Policy principles
Policy rules
Users, tasks, and tools
Working with policies
Policy settings for Mail
Policy settings for composite applications
Policy cache properties
Sample Policy XML configuration files
Policies for resources
Editing policy settings
Refining policies
Importing policies
Exporting policy definitions
Assigning access to policies
Setting display preferences
Child policies
Policy rules
Creating a child policy
Selecting a condition
Editing child policy settings
Working with policy rules
Deleting a policy
Setting the LTPA timeout for sessions
Portal configuration
Language support
Selecting and changing the language
Changing the character set for a language
Supporting a new language
Portal Search
Portal Search key features and capabilities
Summarizer
Language support for Portal Search
Portlets for working with Search
Planning and preparing for Portal Search
Security considerations
Search on Portal Search collections and other content sources
Search on secured portal sites and pages and content management items
Encrypting sensitive data
Configuring search in a clustered environment
Using remote search service
Preparing for remote search service
Preparing security for remote search service in a single-signon domain
Setting the search user ID
Configuring Portal Search for remote search service
Changing between local and remote search services
Migrating Portal Search between portal versions
Migrating your search collections between portal versions
Migrating the Search and Browse portlet between portal versions
Administering Portal Search
Managing search services
Search service configuration parameters
Configuring a remote search service
Configuring the default location for search collections
Configuring the Search Center portlet
Configuring the Search and Browse portlet for end users
Configuration parameters for the Search and Browse portlet
Configuring the Search and Browse portlet for local search service
Configuring the Search and Browse portlet for remote search service
Enabling anonymous users to search public pages of your portal
Configuring your custom portal themes to include the search box
Customizing your own search portlet helps
Categorizers and taxonomies
Predefined static taxonomy and categorizer
Taxonomy Manager
Configuring the Taxonomy Manager portlet
User-defined rule-based categorizer
Searching portal sites
Searching your own local portal site
Default configuration for searching on your own local portal site
Crawling and searching a multilingual portal site
Configuring search on a secured portal site
Enabling search on a secured portal site with the default configuration
Customizing your search collection for secured portal pages
Creating or resetting the portal site collection
Searching other portal sites
Search by external users on your portal site
Enabling anonymous users to search public pages of your portal
Search by external search services
Configuring the Site Map portlet for search by external search engines
Client identification for search of the portal by external search engines
Setting up search collections
Creating and configuring search collections
Managing the content sources of a search collection
Applying filter rules
Exporting and importing search collections
Managing search scopes and custom links
Working with the search portlets
Manage Search
Search Center
Search and Browse
Hints and tips for using Portal Search
Logging and tracing in Portal Search
Composite applications
Users, tasks, and tools
User access to templates and applications
Template access
Application access
Working with application templates
Application template properties
Application template pages
Application parameters
Roles and access levels
Deploying a template
Staging application templates to production
Working with composite applications
Application and component properties
Application pages
Application roles
Application membership
Restricted applications
Public applications
Membership principles
Access to applications and components
Application management
Adding composite applications to portal search collections
Working with application policies
Composite Application policy definition
Tuning
Managing place content
Customizing place components
Customization overview
Customization examples
Adding an image to a place component design
Adding a field to a place component design
Creating presentation templates for the list viewer
Advanced customization example
Configuring Web Content Management
Enabling Web Content Management
Installing the Authoring portlet
Configuring the Authoring Portlet
Selecting Web content libraries
Defining preview options
Defining user interface options
Defining rich text options
Additional authoring portlet configuration options
Working with libraries
Web content library architectures
Creating Web content libraries
Deleting a Web content library
Disabling a Web content library
Using item type roles within a library
Defining roles within a library
Library access control example
Library version management
Using the member fixer tool
Exporting and importing a Web content library
Web content authoring options
Version control configuration
Configuring Web Content Management search options
Increasing the inbound buffer size
Increasing time-outs
Creating Web sites for different localities
Controlling access to hosts specified in connect tags
Web content substitution variables
Remove authoring configuration task
Managing Web content
Before creating Web content
Web Content Management terminology
Using the authoring portlet
Navigating the authoring portlet
Filtering items displayed in an index
Searching for items
Maintaining the search index
Authoring portlet accessibility features
Creating items
Entering identification information
Granting users or groups access to an item
Preparing for Web content creation
Developing a profiling strategy
Profiling methods
Creating a site framework
Planning a site framework
Creating site framework items
Copying a site area
Moving a site area
Managing content items within a site framework
Moving a content item
Linking content items to site areas
Removing content item links from site areas
Developing a taxonomy
Planning a taxonomy
Creating taxonomy items
Changing the order within a taxonomy
Copying a category
Moving a category
Editing user profiles
Developing an access control strategy
Using item type roles within a library
Defining roles within a library
Library access control example
Item access controls
Granting users or groups access to an item
Batch-editing access controls
Developing a simple content authoring system
Customizing an authoring portlet
Working with authoring templates
Authoring templates
Creating an authoring template
Defining authoring template details
Entering identification information
Granting users or groups access to an item
Specifying content form properties
Specifying default content settings
Defining Metadata for a content item
Entering identification information
Entering profile information
Selecting a workflow
Granting users or groups access to an item
Adding elements to the content form
Defining display settings of fields and elements
Customizing elements using JSP
Changing the authoring template for a content item
Reapplying an updated authoring template
Previewing an authoring template
Creating Web sites for different localities
Creating Web content
Working with elements
Storing text and HTML
Text, rich text and HTML elements
Date and time element
Number element
Creating links
Link element
Using a link element
Menu element
Using a menu element
Defining menu element search properties
Defining menu element formatting options
Menu element design examples
Navigator elements
Using a navigator element
Defining navigator element display options
Defining navigator element design options
Navigator type examples
Navigator formatting examples
Storing files and images
File resource element
Image element
Style sheet element
Using a style sheet element
Using style sheets in items
Referencing a style sheet
Referencing external content
Document Manager element
Using a Document Manager element
JSP elements
Using a JSP element
Personalized content
Personalization element
Using a Personalization element
Personalization element examples
Referencing Personalization content
Personalizing IBM Workplace Web Content Management content
Taxonomy element
Creating category selection trees
Using a taxonomy element
Selection elements
Component reference element
Option selection element
User selection element
Design elements
Authoring tools element
Using an authoring tools element
Authoring tools element design examples
Referencing authoring tool components
Page navigation element
Using a page navigation element
Displaying page navigation details
Page navigation design example
User name element
Adding elements to an item
Naming elements
Working with element designs
Indenting element designs
Using Placeholders in element designs
Importing and exporting HTML
Inserting an image in an element
Inserting a link in an element
Using the rich text editor
Working with content items
Creating content items
Managing content items within a site framework
Moving a content item
Linking content items to site areas
Removing content item links from site areas
Working with components
Creating components
Component types
Displaying Web content
Using presentation templates
Page style
Page layout
Creating template maps
Referencing elements
Referencing Elements
Referencing a Document Manager element
Referencing a Federated content element
Referencing Components
Referencing a Document Manager component
Referencing a Federated content component
Referencing Personalization content
Using an alternate design tag
Using start and end attributes
Setting parameters to format dates
Note on formatting numbers
Displaying item details
Using Placeholders in element designs
Displaying identification details for an item
Displaying an item's history
Displaying "path" details for an item
Generating a URL to a site, site area or content item
Displaying the profile details of an item
Displaying an item's security details
Displaying an item's workflow details
Using start and end attributes
Setting parameters to format dates
Note on formatting numbers
Writing links to Web content
Using style sheets in items
Searching Sites
Configuring a site to be searchable
Creating a search form
Creating a search query
Displaying search results
Configuring the Search and Browse portlet to search for Web content
Configuring Search Center to search for Web content
Managing items
Collaborative authoring
Error and information messages
Viewing references
Working with locked and draft items
Deleting items
Copying and moving items
Copying a site area
Moving a site area
Linking content items to site areas
Moving a content item
Copying a category
Moving a category
Copying other items to a different library
Moving other items between libraries
Managing versions of items
Restoring an item
Library version management
Extending Web Content Management
The IBM Workplace Web Content Management API
API Overview
Using the API
Web Content Management JSP tags
Using remote actions
Creating a custom launch page
Displaying data from external sources
Personalizing
Introduction to Personalization
Personalization Overview
How a site is personalized
Personalization terms
Resources, resource instances, and resource collections
User resources
Content resources
Attribute Based Administration
Rules
Actions
Example: Simple select content action
Example: Simple update action
Example: Simple e-mail action
Profilers
Example: Simple profiler
Example: Nested profiler
Example: Category Count (implicit profiling)
Example: Browser capability
Example: "Count of" (quantifiable condition)
Example: Request attributes and session attributes
Example: Arithmetic operation
Bindings
Example: Simple binding
Example: Multiple profilers and optional actions
Example: Nested bindings (simple)
Example: Nested bindings (advanced)
Visibility Rules
Example: Show page or portlet
Rule elements
Arithmetic expressions
Count of (quantifiable conditions)
Current Action Count or Action Name
Current Browser Capability
Current Date
Current Request Attributes
Current Request Parameters
Current Session Attributes
do Action
is
order as is
Profile
Profiler
Quick Profiler
sender
set to
value
E-mail
E-mail administration
Content spots
Rule spot mappings
Campaigns
Application object
Request Context
Query framework
Using rules
The Personalization interface
Publishing rules
The Portal User resource collection
The Web Content resource collection
The Documents resource collection
The Web Components resource collection
Personalization programming reference
Programming model
User and content models
How the rules engine works
Workload management
Using the Personalization APIs
Resource interface
APIs for multivalue properties
General tips
Personalization jar files that use public API
Generic query framework
Using the Generic Query Framework
Request Context
Sample Personalization resources XML file
Content spot exits
Resource cache
Programmatically invoking rules
Rule Exception Handling in the run-time environment
Troubleshooting
Search the product documentation for a solution
Troubleshooting Lotus Quickr installation
Troubleshooting the cluster
Troubleshooting databases
Troubleshooting security
Troubleshooting Web servers
Troubleshooting access
Troubleshooting administration
Troubleshooting the library
Search IBM support Web site for a solution
Tools for troubleshooting and diagnostics
Logging and tracing
Lotus Quickr logs
Lotus Quickr run-time logs
WebSphere Application Server tracing and log files
Member Manager tracing files
System event logging
Transcoding Technology logging and tracing
Web Content Management tracing files
Contact support
General installation troubleshooting worksheet
General configuration troubleshooting worksheet
General customization troubleshooting worksheet
General runtime troubleshooting worksheet
General programming troubleshooting worksheet
Directory structure
Welcome to the documentation
Accessing Lotus Quickr documentation
Conventions
Directory conventions
Navigating
Searching
Printing
Viewing information in different languages
PDF files
Terms of use
Accessibility and keyboard shortcuts in the information center
Notices and trademarks
IBM Lotus Quickr Version 8.1.x
Product overview
What's new
What's new in version 8.1
What's new in version 8.1.1
Deciding on the services to use
Supported hardware and software
Release notes - Lotus Quickr 8.1.1
Services for Lotus Domino
Planning
Planning
Expanded membership
Installing
Installing on Windows
Modifying TCP/IP registry settings on Windows servers
Enabling the Domino Servlet Engine
Enabling UTF-8 character encoding on servers storing translated content
Installing on AIX
Enabling the Domino Servlet Engine
Enabling UTF-8 character encoding on servers storing translated content
Installing on IBM i5/OS
IBM Lotus Quickr compatibility with i5/OS
Preparing your TCP/IP configuration
Adding a TCP/IP interface and host name
Verifying the configuration of other Domino servers
Verifying the configuration of Sametime servers
Verifying the configuration of IBM Directory Server (LDAP)
Verifying the configuration of IBM HTTP Server
Installing and configuring a Domino server for IBM Lotus Quickr
Pre-accepting the IBM Lotus Quickr software agreements
Installing IBM Lotus Quickr on i5/OS
Adding Lotus Quickr to the Lotus Domino server
Removing IBM Lotus Quickr from a Domino server on i5/OS
Enabling the Domino Servlet Engine
Enabling UTF-8 character encoding on servers storing translated content
Configuring a cluster
Creating a Lotus Domino cluster
Implementing a method for distributing HTTP requests
Modifying scheduled qptool commands in the notes.ini file
Setting up the Place Catalog for a cluster
Upgrading to Lotus Quickr 8.1
Backing up places and PlaceTypes
Upgrading places and PlaceTypes
Upgrading all places and PlaceTypes at once
Forcing the upgrade of places and PlaceTypes
Upgrading places and PlaceTypes incrementally
Unregistering and re-registering places with the Place Catalog
Upgrading the design of databases on the server
Upgrading a server on i5/OS
Upgrading the Lotus Quickr server from Entry to Standard version
Installing connectors for your users
Silent install
Disabling connector download
Configuring collaborative installations
Configuring
Creating and using the qpconfig.xml file
Performing i5/OS-specific configuration tasks
Changing Lotus Quickr server properties on i5/OS
Changing Lotus Quickr language dictionaries on i5/OS
Running multiple IBM Lotus Quickr servers on i5/OS
Connecting to a user directory
Preparing to access LDAP directory servers from behind a firewall on i5/OS
User directories
Supported directory services configurations
Comparison of LDAP configuration options
Feature differences when accessing places through group membership
Support for special characters in names
Setting up Domino to control directory services
Switching to Domino control of directory services
Setting up Lotus Quickr to control directory services
Customizing Lotus Quickr control of directory services
Customizing the attributes displayed for users and groups
Customizing search filters
Customizing searches for login names
Customizing the user lookup search
Customizing the group lookup search
Customizing the search used to determine group membership
How the Exact Match lookup option affects search filters
Customizing the directory lookup interface
Customizing the search hint in the directory lookup interface
Customizing the display of search results
Sample user directory settings
Customizing the search base used for group searches
Using nested groups
Customizing SSL connections
Using accented characters in user names (AIX)
Testing access to an LDAP directory server
Disconnecting from a user directory
Configuring the Place Catalog
How the Place Catalog Works
Configuring security
Configuring user authentication
Configuring multi-server single sign-on authentication
Creating or editing a Web SSO Configuration document
Creating a Web SSO Configuration document
Editing an existing Web SSO Configuration document
Completing single sign-on setup
Modifying cache settings related to user authentication
Configuring access to the server
Specifying administrators
Giving administrator access to external users
Giving administrator access to local users
Specifying who can create places on the server
Specifying which external users can create places
Specifying which local users can create places
Allowing all users who have access to the server to create places
Specifying super user access to the server
Specifying who has super user access from a browser
Specifying who has super user access from a Lotus Notes client
Use groups to extend membership
Enabling expanded membership on the server
Configuring the name and password to use to connect to the LDAP server
Enabling expanded membership in places
Blocking specific protocols referenced in link URLs
Blocking HTML attachments that contain cross-site scripts
Hiding the Log In and Log Out links
Configuring browser caching for tighter security
Clearing Lotus Quickr files from the Internet Explorer cache
Preventing caching of pages that contain data on browsers
Creating Lotus Quickr Entry places
Integrating with other applications
Configuring connectors
Enabling uploads of 10 MB or larger files
Preventing the use of connectors
Enabling Lotus Sametime features in places
Preparing the servers to enable Lotus Sametime features in places
Enabling awareness and instant messaging in places
Copying the required Java files
Specifying the Lotus Sametime server for Lotus Quickr to use
Verifying that places are enabled for awareness and instant messaging
Enabling online meetings
Configuring a user for Lotus Quickr meeting integration
Copying files required for online meetings
Configuring the qpconfig.xml file for online meetings
Specify the Lotus Sametime meeting server for Lotus Quickr to use
Verifying that place members can use online meetings
Setting up Lotus Quickr for offline use
Enabling Domino Off-Line Services
Enabling Domino Off-Line Services on Windows or AIX
Enabling Domino Off-Line Services on i5/OS
Creating certifier IDs for offline use
Understanding the certifier ID requirements
Creating an organization certifier for external members in a different organization
Creating an organizational unit certifier for external members
Creating a /QP organizational unit certifier for local members
Creating an Offline Security Policy document
Translating LDAP distinguished names for offline use
Example of translating names that contain the dc attribute
Configuring offline use for specific environments
Configuring offline use in an environment that uses IBM Network Dispatcher
Configuring offline use in an environment that uses Sun Java System Portal Server
Configuring offline use in an environment that uses CA SiteMinder
Using a passthru server for offline use
Performing optional offline configuration tasks
Using an alternate Web server for offline downloads
Using Lotus Quickr login passwords for offline use
Hiding the Work Offline link from users
Configuring the My Places feature
Enabling DBCS members to use My Places
Opening places in a new browser window
Using a custom application for My Places
Specifying rules for a reverse proxy configuration
Customizing Web page cache settings
Configuring cross-place searching
Enabling uploads of 10 MB or larger files
Administering
Starting and stopping Lotus Quickr
Starting Lotus Quickr on Windows
Starting Lotus Quickr on AIX
Starting Lotus Quickr on i5/OS
Stopping Lotus Quickr on Windows or AIX
Stopping Lotus Quickr on i5/OS
Understanding administration tools
Using qptool
Using the Site Administration link
Using the notes.ini file
Managing place membership
Adding external members to places
Changing member names in places
Changing the hierarchy of member names in places
Updating external member information in places
Removing members from places
Changing local member passwords
Managing expanded membership
Enabling expanded membership in places
Changing the directory server or base distinguished name used for the expanded membership groups
Recreating expanded membership groups to resolve problems
Managing places
Using My Places for place administration
Using My Places to display place statistics
Using My Places to perform place administration tasks
Sending mail to place members
Sending newsletters to subscribers
Locking and unlocking places on the server
Archiving places
Restoring an archived place that you removed
Renaming places
Moving a place from one current-release server to another
Removing places and PlaceTypes from the server
Generating reports about places
Registering and unregistering places
Using Place Administration
Places
Assigning a policy to a place
Locking and unlocking places
Sending mail to place members
Exploring the places catalog
Templates
Assigning a policy to a template
Exploring the templates catalog
Policies
Creating a policy
Editing a policy
Deleting a policy
Exploring the policies catalog
Managing templates (PlaceTypes)
Reordering the server's PlaceType list
Hiding PlaceTypes in the PlaceTypes list
Refreshing places and PlaceTypes
Refreshes
How basic refresh affects the elements in places
How replace affects the elements in places
Refreshing using the qptool refresh command
Refreshing PlaceTypes using the Work with Templates link
Preventing a place from being refreshed
Copying a PlaceType to another server
Deleting PlaceTypes
Managing connector policies
Maintaining servers
Backing up Lotus Quickr data
Determining server status on i5/OS
Updating statistics in the Place Catalog
Generating reports about servers
Registering and unregistering servers
Recovering if the Place Catalog server goes down
Tracking the number of active Lotus Quickr users
Maintaining a cluster
Creating replica stubs for new places, rooms, and PlaceTypes
Adding a Lotus Quickr server to a cluster
Removing a server from a cluster
Automating tasks with PlaceBots
Creating a PlaceBot
Java PlaceBot files
LotusScript PlaceBot files
Managing PlaceBots
Debugging a PlaceBot
Disabling PlaceBots for tighter security
Running PlaceBots offline
Customizing
Place architecture
Creating PlaceTypes
PlaceTypes/Templates
Signing a newly inherited scheduled PlaceBot in a place
Creating custom place themes
Theme layouts
<QuickPlaceSkinComponent> tag in layouts
<IteratingValue> tag in layouts
One HTML file for multiple layouts
Creating a new theme
Editing a custom theme
Extending Lotus Quickr
Writing client-side JavaScript to extend place functionality
Using XML to access the Lotus Quickr Java API
Troubleshooting
Using expanded membership logging
Reference
notes.ini settings
Client logging settings
Offline settings
Other settings
Server logging settings
Web page cache settings
Conventions
Directory structure
Terms of use
Accessing Lotus Quickr documentation
Services for WebSphere Portal
Installing
Planning for deployment
Planning considerations
Special characters in user IDs and passwords
Preparing your operating system
Preparing your Linux machine
Preparing your Windows machine
Installing Lotus Quickr
Installing on a single server
Departmental/Express installation
Advanced Single Server installation
Installing Lotus Quickr in a cluster
Planning for cluster
Setting up a cluster
Installing WebSphere Application Server Network Deployment on the deployment manager machine
Installing the primary node and creating the cluster
Installing a secondary node
Creating a new cluster from a single server node
Configuring the cluster to use a Web server
Enabling LDAP security after cluster creation
Adding a single server node to an existing cluster
Uninstalling Lotus Quickr from a cluster
Advanced cluster installation
Configuring for HTTP session failover
Using Search in a cluster
Updating Personalization properties in a cluster
Sharing database domains between clusters
Managing the cluster
Maintaining the cluster
Installing fixes and patches
Uninstalling on AIX, Windows and Linux
Preparing to uninstall Lotus Quickr
Uninstalling Lotus Quickr
Uninstalling Lotus Quickr using the graphical uninstallation program
Uninstalling Lotus Quickr using the console uninstallation program
Uninstalling Lotus Quickr using a response file
Uninstalling Lotus Quickr manually
Upgrading to Lotus Quickr 8.1
Upgrading to Lotus Quickr 8.1.1
Installing connectors
Silent install
Disabling connector download
Connecting to an ECM library from a Lotus connector
People awareness
About people awareness
Configuring contact information on person links
Editing the CSEnvironment.properties file
Enabling Lotus Sametime chat features
About Sametime server installation and setup
Configuring the Lotus Quickr server to recognize Lotus Sametime
Configuring Lotus Sametime people awareness for users of the Mozilla browser
Configuring single sign-on between Lotus Quickr and Lotus Sametime
Retrieving the WebSphere LTPA key
Importing the WebSphere LTPA key into Lotus Domino
Enabling multi-server SSO authentication
Increasing SSO security by preventing anonymous access to HTML files
Testing Lotus Sametime chat features
Checking the page source for awareness configuration
People Finder reference
People Finder configuration reference
Enabling People Finder for anonymous users
People Finder interaction with other portlets
Member Manager and People Finder
PeopleService object
Directory Search
Setting attributes for results columns
Changing the minimum number of characters in names for searching
Improving response time of Directory Search
Providing online awareness for a custom portlet
Customizing person menu actions in AJAX-compatible portlets
Live Object Framework overview
Troubleshooting people awareness
Advanced installation
Installing coexisting profiles
Advanced installation options
Changing the default profile
Installing an empty portal
Installing as a non-root user
Configuring the Lotus Quickr ports
About the install program
The graphical user interface program
The console interface program
The response file
Configuring
Configuring databases
Planning for databases
Determining what data to transfer
Configuring DB2
Planning for DB2
Installing DB2
Creating databases and users for DB2
Transferring DB2
Transferring all domains
Transferring DB2 manually
Transferring using the configuration wizard
Transferring individual domains
Transferring manually
Transferring using the configuration wizard
Verifying database connections
Changing database passwords that are used by Lotus Quickr
Connecting to existing database domains
Configuring Web servers
Web servers and Lotus Quickr
Setting up a Web server with Lotus Quickr
Configuring security
Planning
Authentication
Member Manager
User registries
Single sign-on
Credential Vault
Out-of-box security
Database user registry
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring a database user registry
Verifying your database user registry
LDAP user registry
Planning for LDAP
Tivoli Directory Server
Installing Tivoli Directory Server
Creating required LDAP users and groups
Setting up Tivoli Directory Server
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Tivoli Directory Server
Configuring LDAP server for non-realm support
Configuring Tivoli Directory Server for non-realm support
Configuring using the configuration wizard
Configuring Tivoli Directory Server for realm support
Verifying LDAP
Setting up LDAP over SSL with IBM Tivoli Directory Server
Domino Directory
Installing Lotus Domino
Creating required LDAP users and groups
Setting up Domino Directory
Adding administrators to the Domino Directory
Updating the Access Control List of the Domino Directory
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Domino Directory
Configuring LDAP server for non-realm support
Configuring Domino Directory for non-realm support
Configuring using the configuration wizard
Configuring Domino Directory for realm support
Verifying LDAP
Setting up LDAP over SSL with Domino Directory
Active Directory
Installing Active Directory
Creating required LDAP users and groups
Setting up Microsoft Active Directory
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Active Directory
Configuring LDAP server for non-realm support
Configuring Active Directory for non-realm support
Configuring using the configuration wizard
Configuring Active Directory for realm support
Verifying LDAP
Setting up LDAP over SSL to Active Directory
Active Directory Application Mode
Installing Active Directory Application Mode
Creating required LDAP users and groups
Setting up Active Directory Application Mode
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Active Directory Application Mode
Configuring Active Directory Application Mode for non-realm support
Configuring Active Directory Application Mode for realm support
Verifying LDAP
Setting up LDAP over SSL to Active Directory Application Mode
Novell eDirectory
Installing Novell eDirectory
Creating required LDAP users and groups
Setting up Novell eDirectory
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Novell eDirectory
Configuring LDAP server for non-realm support
Configuring Novell eDirectory for non-realm support
Configuring using the configuration wizard
Configuring Novell eDirectory for realm support
Verifying LDAP
Setting up LDAP over SSL with Novell eDirectory
Sun Java System Directory Server
Installing Sun Java System Directory Server
Creating required LDAP users and groups
Setting up Sun Java System Directory Server
Disabling global security
Disabling WebSphere Application Server global security
Disabling global security using the configuration wizard
Configuring Sun Java System Directory Server
Configuring LDAP server for non-realm support
Configuring Sun Java System Directory Server for non-realm support
Configuring using the configuration wizard
Configuring Sun Java System Directory Server for realm support
Verifying LDAP
Setting up LDAP over SSL with Sun Java System Directory Server server
Additional LDAP configuration
Configuring the user subsystem to follow referral's of the LDAP repository
Enabling application groups
Configuring Lotus Quickr for LDAP Searches
Mapping LDAP attributes
Mapping external IDs (extId) in Member Manager
Using Tivoli Directory Integrator to build a user registry
Using multiple realms and user registries
Member Manager database repository configuration
Member Manager LDAP repository configuration
Member Manager Federation Repository
Member Manager lookaside repository configuration
Custom user registry
Secure Socket Layer
Setting up SSL
Configuring SSL only for the login process
Setting up Client Certificate Authentication
Keeping your environment secure
Deploying portlets in a secure environment
Deleting passwords from configuration scripts
Using Java 2 security with Lotus Quickr
Changing passwords
Caching considerations
Using WebSphere Application Server global security
Disabling WebSphere Application Server global security
Enabling WebSphere Application Server global security
Enabling HTTP Basic Authentication for simple clients
The HTTP Basic Authentication Trust Association Interceptor
Configuring the HTTP Basic Authentication Trust Association Interceptor
Reference: Properties for the Trust Association Interceptor
Using the HTTP Basic Authentication Trust Association Interceptor in combination with external authentication servers
Changing the portal URI
Configuration tools
Configuration program
Configuration properties reference
Configuration task reference
Deleting passwords from configuration scripts
Configuring Lotus Quickr with the configuration wizard
Configuring a component
Configuring a blog
Configuring a list
Configuring a wiki
Configuring a list viewer
Configuring table formatting features in the rich text editor
Setting the display duration for Person Card
Enabling notification
New member notification
Task and workflow notification
Team calendar email notification
Opening a place in a separate browser
Configure Lotus Quickr for ECM Integration
Terminology and concepts
Publishing documents to an ECM repository
Install and Configure IBM FileNet Services for Lotus Quickr: Information Roadmap
Gather IBM FileNet documentation
Review deployment requirements and recommendations for IBM FileNet Services for Lotus Quickr
Install and Configure IBM Content Manager Services for Lotus Quickr: Information Roadmap
Review deployment requirements and recommendations for IBM Content Manager Services for Lotus Quickr
Configure Single Sign-On for ECM Services
Prerequisites for Single Sign-On (SSO)
Configure Single Sign-On (SSO) for IBM FileNet Services for Lotus Quickr
Configure SSO between IBM FileNet Services for Lotus Quickr and Lotus Quickr
Configure SSO between IBM Content Manager Services for Lotus Quickr and Lotus Quickr
Single Sign-On using TAM and WebSEAL
Configure TAM and WebSEAL with Lotus Quickr
Set up global credentials using Credential Vault
Configure linking to ECM documents
Configure document publishing to ECM repositories
Customize the Publish Wizard
Map Lotus Quickr metadata with the ECM metadata for document publishing
Understanding property sheets and mappings
Use the Configuration Services
Use the Custom Class
Map Lotus Quickr document types to the document types of ECM systems
Implicit and explicit document types in IBM FileNet P8
Map Lotus Quickr document types to the document types of ECM server
Searching and retrieving ECM documents
Configure search across IBM Content Manager
Configure search across IBM FileNet P8 repositories
Catalog the search service to Lotus Quickr server
Add a new search service
Verify a new collection
Validate the search service configuration
Add a document using desktop integration
Search from Lotus Quickr Search Center
Enterprise Library Viewer
Create display templates for Enterprise Library Viewer
Display Template caveats
Troubleshooting
Enabling Lotus Connections features in Lotus Quickr
The communities-quickr-config.xml file
Update the proxy-config.xml file to support Lotus Quickr-authenticated feeds
Administering
Before you start administering your portal
Launching the portal from a Web browser
Logging in to your portal
Signing up to the portal
Starting and stopping WebSphere Application Server and Lotus Quickr
Administration tools
Managing access, users, and groups
Users and groups
Adding new users
Managing users and groups
Nested groups
Setting limits on searches for users and groups
Deregistering users and groups from Lotus Quickr
Customize common name generation
Registration, Edit My Profile and Login
Special characters in user IDs and passwords
Searching group membership
Using the member fixer tool
Access Control
Managing Access Control
Resources
Roles
Access rights
Initial access control settings
Access control scenarios
Delegated access control administration
Access Control Caching
Setting user and group permissions
Setting resource permissions
Managing libraries
Creating a library
Library settings
Adding a user with authority to manage library elements
Customizing library columns
Customizing the create menu
Modifying library properties
Creating and editing a document type
Local and shared document types
Document type options
Adding a property sheet
Document templates
Modifying or adding a category
Uploading documents into a library
Importing documents from a feed
Enabling Document Conversion Services
Enabling remote document conversion
Files that can be viewed as HTML
Managing pages, layout, and content
Linking to Lotus Quickr documents on remote servers
Managing portal resources with policies
Policy principles
Policy rules
Users, tasks, and tools
Working with policies
Policy settings for Mail
Policy settings for composite applications
Policy cache properties
Sample Policy XML configuration files
Policies for resources
Editing policy settings
Refining policies
Importing policies
Exporting policy definitions
Assigning access to policies
Setting display preferences
Child policies
Policy rules
Creating a child policy
Selecting a condition
Editing child policy settings
Working with policy rules
Deleting a policy
Managing connector policies
Setting the LTPA timeout for sessions
Portal configuration
Language support
Selecting and changing the language
Changing the character set for a language
Supporting a new language
Portal Search
Portal Search key features and capabilities
Summarizer
Language support for Portal Search
Portlets for working with Search
Planning and preparing for Portal Search
Security considerations
Search on Portal Search collections and other content sources
Search on secured portal sites and pages and content management items
Encrypting sensitive data
Configuring search in a clustered environment
Using remote search service
Preparing for remote search service
Preparing security for remote search service in a single-signon domain
Setting the search user ID
Configuring Portal Search for remote search service
Changing between local and remote search services
Migrating Portal Search between portal versions
Migrating your search collections between portal versions
Migrating the Search and Browse portlet between portal versions
Administering Portal Search
Managing search services
Search service configuration parameters
Configuring a remote search service
Configuring the default location for search collections
Configuring the Search Center portlet
Configuring the Search and Browse portlet for end users
Configuration parameters for the Search and Browse portlet
Configuring the Search and Browse portlet for local search service
Configuring the Search and Browse portlet for remote search service
Enabling anonymous users to search public pages of your portal
Configuring your custom portal themes to include the search box
Customizing your own search portlet helps
Categorizers and taxonomies
Predefined static taxonomy and categorizer
Taxonomy Manager
Configuring the Taxonomy Manager portlet
User-defined rule-based categorizer
Searching portal sites
Searching your own local portal site
Default configuration for searching on your own local portal site
Crawling and searching a multilingual portal site
Configuring search on a secured portal site
Enabling search on a secured portal site with the default configuration
Customizing your search collection for secured portal pages
Creating or resetting the portal site collection
Searching other portal sites
Search by external users on your portal site
Enabling anonymous users to search public pages of your portal
Search by external search services
Configuring the Site Map portlet for search by external search engines
Client identification for search of the portal by external search engines
Setting up search collections
Creating and configuring search collections
Managing the content sources of a search collection
Applying filter rules
Exporting and importing search collections
Managing search scopes and custom links
Working with the search portlets
Manage Search
Search Center
Search and Browse
Hints and tips for using Portal Search
Logging and tracing in Portal Search
Composite applications
Users, tasks, and tools
User access to templates and applications
Template access
Application access
Working with application templates
Application template properties
Application template pages
Application parameters
Roles and access levels
Deploying a template
Staging application templates to production
Working with composite applications
Application and component properties
Application pages
Application roles
Application membership
Restricted applications
Public applications
Membership principles
Access to applications and components
Application management
Adding composite applications to portal search collections
Working with application policies
Composite Application policy definition
Managing place content
Customizing place components
Customization overview
Customization examples
Adding an image to a place component design
Adding a field to a place component design
Creating presentation templates and menus for the list viewer
Advanced customization example
Configuring Web Content Management
Enabling Web Content Management
Installing the Authoring portlet
Configuring the Authoring Portlet
Selecting Web content libraries
Defining preview options
Defining user interface options
Defining rich text options
Additional authoring portlet configuration options
Working with libraries
Web content library architectures
Creating Web content libraries
Deleting a Web content library
Disabling a Web content library
Using item type roles within a library
Defining roles within a library
Library access control example
Library version management
Using the member fixer tool
Exporting and importing a Web content library
Web content authoring options
Version control configuration
Configuring Web Content Management search options
Increasing the inbound buffer size
Increasing time-outs
Creating Web sites for different localities
Controlling access to hosts specified in connect tags
Web content substitution variables
Remove authoring configuration task
Managing Web content
Before creating Web content
Web Content Management terminology
Using the authoring portlet
Navigating the authoring portlet
Filtering items displayed in an index
Searching for items
Maintaining the search index
Authoring portlet accessibility features
Creating items
Entering identification information
Granting users or groups access to an item
Preparing for Web content creation
Developing a profiling strategy
Profiling methods
Creating a site framework
Planning a site framework
Creating site framework items
Copying a site area
Moving a site area
Managing content items within a site framework
Moving a content item
Linking content items to site areas
Removing content item links from site areas
Developing a taxonomy
Planning a taxonomy
Creating taxonomy items
Changing the order within a taxonomy
Copying a category
Moving a category
Editing user profiles
Developing an access control strategy
Using item type roles within a library
Defining roles within a library
Library access control example
Item access controls
Granting users or groups access to an item
Batch-editing access controls
Developing a simple content authoring system
Customizing an authoring portlet
Working with authoring templates
Authoring templates
Creating an authoring template
Defining authoring template details
Entering identification information
Granting users or groups access to an item
Specifying content form properties
Specifying default content settings
Defining Metadata for a content item
Entering identification information
Entering profile information
Selecting a workflow
Granting users or groups access to an item
Adding elements to the content form
Defining display settings of fields and elements
Customizing elements using JSP
Changing the authoring template for a content item
Reapplying an updated authoring template
Previewing an authoring template
Creating Web sites for different localities
Creating Web content
Working with elements
Storing text and HTML
Text, rich text and HTML elements
Date and time element
Number element
Creating links
Link element
Using a link element
Menu element
Using a menu element
Defining menu element search properties
Defining menu element formatting options
Menu element design examples
Navigator elements
Using a navigator element
Defining navigator element display options
Defining navigator element design options
Navigator type examples
Navigator formatting examples
Storing files and images
File resource element
Image element
Style sheet element
Using a style sheet element
Using style sheets in items
Referencing a style sheet
Referencing external content
Document Manager element
Using a Document Manager element
JSP elements
Using a JSP element
Personalized content
Personalization element
Using a Personalization element
Personalization element examples
Referencing Personalization content
Personalizing IBM Workplace Web Content Management content
Taxonomy element
Creating category selection trees
Using a taxonomy element
Selection elements
Component reference element
Option selection element
User selection element
Design elements
Authoring tools element
Using an authoring tools element
Authoring tools element design examples
Referencing authoring tool components
Page navigation element
Using a page navigation element
Displaying page navigation details
Page navigation design example
User name element
Adding elements to an item
Naming elements
Working with element designs
Indenting element designs
Using Placeholders in element designs
Importing and exporting HTML
Inserting an image in an element
Inserting a link in an element
Using the rich text editor
Working with content items
Creating content items
Managing content items within a site framework
Moving a content item
Linking content items to site areas
Removing content item links from site areas
Working with components
Creating components
Component types
Displaying Web content
Using presentation templates
Page style
Page layout
Creating template maps
Referencing elements
Referencing Elements
Referencing a Document Manager element
Referencing a Federated content element
Referencing Components
Referencing a Document Manager component
Referencing a Federated content component
Referencing Personalization content
Using an alternate design tag
Using start and end attributes
Setting parameters to format dates
Note on formatting numbers
Displaying item details
Using Placeholders in element designs
Displaying identification details for an item
Displaying an item's history
Displaying "path" details for an item
Generating a URL to a site, site area or content item
Displaying the profile details of an item
Displaying an item's security details
Displaying an item's workflow details
Using start and end attributes
Setting parameters to format dates
Note on formatting numbers
Writing links to Web content
Using style sheets in items
Searching Sites
Configuring a site to be searchable
Creating a search form
Creating a search query
Displaying search results
Configuring the Search and Browse portlet to search for Web content
Configuring Search Center to search for Web content
Managing items
Collaborative authoring
Error and information messages
Viewing references
Working with locked and draft items
Deleting items
Copying and moving items
Copying a site area
Moving a site area
Linking content items to site areas
Moving a content item
Copying a category
Moving a category
Copying other items to a different library
Moving other items between libraries
Managing versions of items
Restoring an item
Library version management
Extending Web Content Management
The IBM Workplace Web Content Management API
API Overview
Using the API
Web Content Management JSP tags
Using remote actions
Creating a custom launch page
Displaying data from external sources
Personalizing
Introduction to Personalization
Personalization Overview
How a site is personalized
Personalization terms
Resources, resource instances, and resource collections
User resources
Content resources
Attribute Based Administration
Rules
Actions
Example: Simple select content action
Example: Simple update action
Example: Simple e-mail action
Profilers
Example: Simple profiler
Example: Nested profiler
Example: Category Count (implicit profiling)
Example: Browser capability
Example: "Count of" (quantifiable condition)
Example: Request attributes and session attributes
Example: Arithmetic operation
Bindings
Example: Simple binding
Example: Multiple profilers and optional actions
Example: Nested bindings (simple)
Example: Nested bindings (advanced)
Visibility Rules
Example: Show page or portlet
Rule elements
Arithmetic expressions
Count of (quantifiable conditions)
Current Action Count or Action Name
Current Browser Capability
Current Date
Current Request Attributes
Current Request Parameters
Current Session Attributes
do Action
is
order as is
Profile
Profiler
Quick Profiler
sender
set to
value
E-mail
E-mail administration
Content spots
Rule spot mappings
Campaigns
Application object
Request Context
Query framework
Using rules
The Personalization interface
Publishing rules
The Portal User resource collection
The Web Content resource collection
The Documents resource collection
The Web Components resource collection
Personalization programming reference
Programming model
User and content models
How the rules engine works
Workload management
Using the Personalization APIs
Resource interface
APIs for multivalue properties
General tips
Personalization jar files that use public API
Generic query framework
Using the Generic Query Framework
Request Context
Sample Personalization resources XML file
Content spot exits
Resource cache
Programmatically invoking rules
Rule Exception Handling in the run-time environment
Troubleshooting
Search the product documentation for a solution
Troubleshooting Lotus Quickr installation
Troubleshooting the cluster
Troubleshooting databases
Troubleshooting security
Troubleshooting Web servers
Troubleshooting access
Troubleshooting administration
Troubleshooting the library
Search IBM support Web site for a solution
Tools for troubleshooting and diagnostics
Logging and tracing
Lotus Quickr logs
Lotus Quickr run-time logs
WebSphere Application Server tracing and log files
Member Manager tracing files
System event logging
Transcoding Technology logging and tracing
Web Content Management tracing files
Contact support
General installation troubleshooting worksheet
General configuration troubleshooting worksheet
General customization troubleshooting worksheet
General runtime troubleshooting worksheet
General programming troubleshooting worksheet
Directory structure
Using the documentation
Navigating
Searching
Printing
Accessibility and keyboard shortcuts in the information center
Viewing information in different languages
Prerequisite software for the information center
Notices
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