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© 2011 IBM Corporation JMP105 “How Stuff Works” - Domino Style! Jess Stratton | Independent Consultant | Solace Susan Bulloch | Support SWAT Engineer | IBM

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Lotusphere 2011 JMP105 “How Stuff Works” - Domino Style!

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  • 2011 IBM Corporation

    JMP105 How Stuff Works - Domino Style!

    Jess Stratton | Independent Consultant | SolaceSusan Bulloch | Support SWAT Engineer | IBM

  • 2011 IBM Corporation 2

    Who are Jess and Susan? Susan Bulloch

    15+ years working with IBM Lotus Domino and Notes and related products 12 years with IBM

    Support SWAT Engineer High touch, often on-site analysis/repair work Technote/whitepaper/wiki article author Certifications

    Part time blogger notesgoddess.net

    Jess Stratton 10+ years working with IBM Lotus Domino and Notes as a developer and

    administrator Blogger, tweeter (@NerdGirlJess) Written technical articles and been a contributing author for textbooks Currently an independent consultant!

  • 2011 IBM Corporation 3

    What are we learning, here, today? We are learning how the basic principles of how many modules of an IBM Lotus

    Domino Server work. This presentation is modeled after the brilliant example of HowStuffWorks.com

    From HowStuffWorks.com:

    "Our premise is simple: Demystify the world and do it in a simple, clear-cut way that anyone can understand."

  • 2011 IBM Corporation 4

    How HowStuffWorks.com works...

  • 2011 IBM Corporation 5

    Agenda

    How Notes Named Networks work

    How Replication works How Cross-Certifying works

    How Connection Documents work

    How Clustering works How View Indexes work

    How Mail Routing works How Busytime works How Transaction Logging works

    How Domino Domains work How Agent Manager works How Program Documents work

    How SMTP works How AdminP works How Smart Upgrade works

    How Access Control Lists work

    How ID Files work

    How Readers fields work How Recertifying works

  • 2011 IBM Corporation 6

    How Notes Named Networks Work IN THIS SECTION

    Introduction to Notes Named Networks

    Routing and Notes Named Networks

    Users and Notes Named Networks

    Setting the Notes Named Network

  • 2011 IBM Corporation 7

    Introduction to Notes Named Networks In Domino, the Notes Named Network (NNN) that a server is on defines what

    other Domino servers it can see. Each server on the same NNN is running the same LAN protocol.

    TCP, SPX, NetBEUI, etc.

    Each of those protocols runs on a different port. The available ports to choose from is taken from the Ports list in the server's

    Notes.ini. For example, cluster servers are frequently connected via dedicated cable and

    running on their own NNN.

    If a Domino server is on a different port, running a different protocol, it cannot be on the same NNN.

    How would the servers know how to talk to each other?

  • 2011 IBM Corporation 8

    Introduction, cont. Domino servers can have multiple NNN's. While other uses are possible, the primary usage for having Notes Named

    Networks is for mail routing scenarios.

  • 2011 IBM Corporation 9

    Routing and Notes Named Networks It's simple: Domino servers running on the same NNN can route mail without

    the need for connection docs. Remember they are running on the SAME port and protocol.

    There still has to be all that DNS magic behind the scenes to make sure they really CAN talk to each other, though!

    Domino servers running on different NNN's can still route mail, but connection documents must be in place.

    Because they are running different network protocols, the connection document will tell the servers how to find each other.

    They can use a bridge to find each other: An intermediary Domino server running a second matching NNN.

  • 2011 IBM Corporation 10

    Users and Notes Named Networks When users open a database and browse Other in the server list, the list of

    server names that will automatically show up are those servers in the same NNN as the user's home server!

    When users find a replica of a database, it will automatically find replicas of databases also based on servers in the same NNN as the user's home server.

  • 2011 IBM Corporation 11

    Setting the Notes Named Network Make sure the port is first set up and available in Notes.ini of all servers that will

    use it. In the Server doc, go to the Ports-->Notes Network Ports tab. Enter the port name. Domino will automatically set the protocol. Enter the Notes Network name.

    Best to put in the protocol and what it's for, ie. TCPIP Cluster

    Enter the net address of the port. This MUST be reachable by other servers that will use the port for routing!

    Finally, enable the port.

  • 2011 IBM Corporation 12

    How Connection Documents Work INSIDE THIS SECTION

    Intro to Connection Documents

    Keeping it Simple

    Tips and Gotchas

  • 2011 IBM Corporation 13

    Intro to Connection Documents Connection documents provide servers with the information necessary to

    connect to other servers for mail routing and replication purposes. A connection document provides two types of information

    Network information Defines which server to connect to How that connection is made and what protocol to use

    Schedule information. Defines when and how often activities are performed Replication and routing to a particular server

    For Mail Routing, two documents are required One for each server Unless the servers are in the same Notes Named Network (NNN)

    For Replication only one document is required And it can be one of the mail routing documents

  • 2011 IBM Corporation 14

    Keeping it Simple Servers in different NNNs only route mail on schedule

    As defined in the Connection document Plan accordingly

    Keep the number of connection documents between servers to a minimum Design your mail routing topology so that servers are grouped into Notes

    Named Networks for routing without connection documents Implement a hub-and-spoke replication topology to keep connections simple This will help you avoid nasty troubleshooting problems

  • 2011 IBM Corporation 15

    Tips and Gotchas Most code that needs information in Connection docs looks to the same place

    A hidden view called $Connections If the information in this view is stale, stuff won't work Like mail routing!

    Never, ever mess with the design of the views in your Directory Bad things can happen

    Make sure the View Indexes stay current

  • 2011 IBM Corporation 16

    How Mail Routing Works INSIDE THIS SECTION

    Introduction to mail routing

    Basic Mail Routing

    The Routing Table

    Routing Mail Efficiently

    Transfer Queues and mail.box

  • 2011 IBM Corporation 17

    Intro to Mail Routing Mail Routing for Lotus Notes uses the server task Router

    Lotus Notes can transfer NRPC (Lotus Notes) and SMTP (Internet) mail We'll discuss NRPC mail

    The router creates and controls the mail.box(es) Uses them to process messages

    All mail goes first through a mail.box Clients can deposit mail there Other servers can deposit mail there

    Router performs Message Transfer Recipient is on another server

    Router Performs Message Delivery Recipient is on the same server as the mail.box

    Router depends on a routing table It tells where to send the mail

  • 2011 IBM Corporation 18

    Basic Mail Routing The Router task initializes

    For example, at server startup After a restart command

    Router builds the routing table, Router determines the maximum number of threads to allocate Router checks MAIL.BOX.

    If the Router finds new or changed messages in mail.box Its main thread builds the main message queue

    The message queue contains An entry (a list item) for each new or modified message Summary information about the message

    Recipients, destination, date sent, etc. After building the message queue, the main thread dispatches each message in

    the queue

  • 2011 IBM Corporation 19

    The Routing Table Routing tables

    Use Connection documents, Domain documents, and Server documents in the Domino Directory,

    Settings in the server notes.ini file

    Router builds the routing table and determines which servers are connected The Router periodically checks certain views in the Domino Directory for edits

    and additions to the documents $Connections, $Domains, and $Servers

    The Router does not pick up a change until one of the views changes If you change a value in the Server document, the Router is not aware of it until the

    view refreshes View indexing is important!

  • 2011 IBM Corporation 20

    The Routing Table (con't) By default the router polls for changes every 5 minutes

    Use "Tell router update config" to process changes immediately Or restart the router task Global Domain Document settings are changed only on server restart

    Router basically builds a graph Of all servers in the domain Plus all servers that use Adjacent domain documents to connect to other domains In a format that ensures fast lookups.

    The Router tries to check the views before dispatching each message. If it finds changes, it reloads the routing table.

    To view the routing table tell router dump routingtables Since Version 8.5.1

  • 2011 IBM Corporation 21

    Routing Mail Efficiently When Router finds users that are on the same server as the mail.box holding

    the message It marks the message for local delivery Delivers the message to one or more mail files on the server

    When Servers are in the same Notes Named Network (NNN), mail is transferred to the server without using connection records

    Remember this when planning connections

    When the transfer thread connects to MAIL.BOX on a server, it performs a NoteUpdate that temporarily locks MAIL.BOX

    If a large message is being delivered, the opportunity for a logjam occurs

    If there are multiple MAIL.BOX databases on the destination server A transfer thread can move to an available MAIL.BOX if one MAIL.BOX is locked

    Multiple transfer threads and multiple MAIL.BOX databases on the receiving server result in faster processing of messages for that destination

  • 2011 IBM Corporation 22

    Transfer Queues and mail.box Message Transfer queues are in-memory queues that move a message from

    one server to another. Each transfer thread handles a single message for a single destination, but deals

    with all recipients of that message at that destination The sending server tries to transfer as many pending messages to a destination as

    possible over an open connection for maximum efficiency

    Sending servers only use multiple threads to a single destination if the connection is fast enough

    Use Tell router show to see the transfer queues The console displays the destination, number of messages pending, and state for

    each active transfer queue. You can sometimes see your slow connections!

  • 2011 IBM Corporation 23

    How Domino domains work IN THIS SECTION:

    What is a Domino domain used for?

    What do servers in a domain share?

    What are the types of Domino domains?

  • 2011 IBM Corporation 24

    What is a Domino domain used for? A Domino domain is a group of Domino servers that share a Domino Directory

    names.nsf

    A Domino domain can be used to control several things: Server access Domino server groups Clustering Mail routing

    A Domino domain is specified at the end of a user's common name, org units, and certifier.

    Jessica Stratton/Qualinesti/Solace@Solace

  • 2011 IBM Corporation 25

    What do Domino servers in a domain share? Busytime

    Or clubusy.nsf if they are clustered (more on that later!)

    The Domino Directory names.nsf

    The Administration Process adminp.nsf

    Monitoring The Certification Log

    These databases need replicas of each other on each server in the domain!

  • 2011 IBM Corporation 26

    What are the types of Domino domains? Adjacent Domain document

    These are most commonly used to restrict or allow mail to be sent to/from Domino servers through Domino domains.

    Non-adjacent Domain document These are used when a bridge Domino domain is used to connect two Domino

    domains not connected via Connection documents. These can be used for next-hop instructions, and also restriction/allow rules. Calendar servers can be specified here for free-time lookups between domains

    Foreign Domain document These are used to specify a routing link between Domino and a non-Domino

    application, such as a fax gateway.

    Foreign SMTP Domain document Use these when a Domino server does not use SMTP and needs to locate a next-

    hop server for DNS lookups to route outbound Internet mail.

  • 2011 IBM Corporation 27

    How SMTP Works IN THIS SECTION

    Introduction to SMTP

    Configuring an Internet domain for SMTP

    Configuring Domino for SMTP

    What happens when a message is sent

    What happens when a message is received

  • 2011 IBM Corporation 28

    Introduction to SMTP SMTP stands for Simple Mail Transfer Protocol. In its simplest form, mail is sent from one server directly to another over port 25.

  • 2011 IBM Corporation 29

    Configuring an Internet domain for SMTP A domain name, once registered, needs certain records placed in the Domain

    Name System (DNS). An A record, or host record, tells DNS what IP address is matched to your domain

    over port 80, to get to a website. An MX record, or mail exchange record, tells DNS what IP address is matched to

    your domain over port 25 for the SMTP protocol.

    These records do not have to go to the same server.

    So basically, whatever IP address you set your MX record to, MUST have an SMTP-enabled server that is listening on port 25.

    Which, fortunately, Domino is!

  • 2011 IBM Corporation 30

    Configuring Domino for SMTP Domino must be configured to SEND mail (the Router task), and RECEIVE mail

    (the SMTP listener task). Domino must have a Mail.box, or multiple Mail.boxes. To SEND mail:

    Make sure DNS is set up correctly from Domino Enable SMTP to be used outside the local Internet domain (Config doc) Specify a relay host when sending message outside the local domain (Config doc) Set up mail relay restrictions to avoid spammers (Config doc) Set up outbound email address format (Domain doc)

    To RECEIVE mail: Enable the SMTP listener task (Server doc) Populate your Domino Directory with usernames and Lotus Notes as their mail

    system. Each name must have an Internet address specified, and a physical .nsf

    mailbox

  • 2011 IBM Corporation 31

    What happens when a message is sent Domino checks the message format for a @ format, which

    is how it knows how to look up the domain name over the Internet through DNS, rather than routing it internally.

    The Router task looks up the least-cost route to a Domino server that has SMTP allowed for all messages.

    If enabled, the Router task converts the message to MIME format. DNS looks up the MX record for the , which returns an IP address.

    Domino says, OK, now I know where to deposit the email.

    Domino then initiates a conversation with the server at that IP address, over port 25.

    It connects to the server, and deposits the message.

    The connection is closed, as the transaction is now over.

  • 2011 IBM Corporation 32

    A conversation between two servers... The sending server's conversation with the receiving server is via a shared

    language. A text line is sent, and a reply is sent by the receiving server. This happens with EVERY outbound email through Domino!

  • 2011 IBM Corporation 33

    What happens when a message is received The SMTP listener task listened, and had a conversation with an incoming mail

    server through the Router task. The Router picks up the incoming message and deposits it into Domino's

    mail.box The Router looks up the incoming address against the $Users view in the

    Domino Directory. If it finds a match (and there are no restrictions against the address in the

    Configuration document) it looks up the user's home server in their Person document.

    The routing tables finds the least-cost path to deposit the message in the mail.box of the user's home server.

    Finally, the home server's Router task looks up their mail file in their Person document, and if the server has sufficient access in the ACL, deposits the message into the database.

  • 2011 IBM Corporation 34

    How ACLs Work IN THIS SECTION

    Introduction to the access control list

    The access levels and user types

    Roles and readers fields

    Enforcing a consistent access control list

    The maximum Internet name and password

    Understanding -Default-

  • 2011 IBM Corporation 35

    Introduction to the Access Control List The access control list is a property of EVERY Lotus Notes database that

    controls who can read and write documents, change the design, and manage the physical database.

    Because every aspect of Domino Administration is database-driven, the ACL is the first step in troubleshooting any issue.

    The Administration Process is a database, admin4.nsf The Domino Directory itself is a database, names.nsf Replication success relies on the servers having the proper access Busytime/calendaring and scheduling relies on being able to access user calendars

  • 2011 IBM Corporation 36

    The access levels and user types There are 7 access levels of a Lotus Notes database.

    Each level higher gets all the rights of the levels below it. A user can never be granted more rights in a database than what's been given to

    them in the ACL, no matter how the database is designed or what the Domino Directory says about them.

    There are switches to fine-tune each access level, also called privileges.

  • 2011 IBM Corporation 37

    The seven access levels: NO ACCESS

    You cannot access the database. Period!

    DEPOSITOR You can only create documents into a database, you cannot read them.

    READER You can only read documents in a database, you cannot deposit them.

    AUTHOR You can create documents, but read only documents you've created. You can read documents that you are listed in an Author's field. You may not be able to create documents, but you can edit any document in which

    you are listed in an Author's field. Creating documents is a privilege for the Author access level.

  • 2011 IBM Corporation 38

    The seven access levels (cont) EDITOR

    Can create and edit all documents. Can delete documents if given fine-tuned permission.

    DESIGNER Can create design elements, including LotusScript agents. Designers can also create shared agents.

    MANAGER Can delete the physical database. Can add/edit the database access control list

  • 2011 IBM Corporation 39

    The five user types There are 5 user types, in addition to the access levels. These are so Domino knows what ID file type it should be expecting to go along

    with a name/Certifier combination. Leaving a user or group as Unspecified in the ACL will make it possible for a

    user to create a local group titled as a person's name to gain higher access.

  • 2011 IBM Corporation 40

    The five user types (cont) PERSON & PERSON GROUP

    The server knows what groups you are in before you even try to access a database. If you have a local group that is the same name as a person, you won't be able to

    access the database by that group name.

    SERVER & SERVER GROUP This settings can lock down databases who should only be accessed via back-end

    processes, as only an ID of type Server, or a group whose membership is only servers can access it this way.

    MIXED GROUP Users, groups, and servers can have access, as long as it is one of those three. This allows you to cover your bases, and not leave an entry as Unspecified.

  • 2011 IBM Corporation 41

    Roles and Readers fields Roles are a sub-group that can only be used in the scope of the database it's

    listed in. Roles can be added to a database for form/document development.

    Hide/Whens can be tested on Role membership. Readers fields can be populated by Role membership.

    First you create the role, then you assign ACL entries to the role. You can add servers to roles, also! In fact, this is crucial for Readers fields!

  • 2011 IBM Corporation 42

    Enforcing a consistent access control list With the option Enforce a consistent access control list selected, a local

    database replica's ACL can NEVER change a person to higher rights than they have on the server replica.

    If you TRY and change the ACL locally to give yourself higher rights, all replication to and fro the database will stop!

    This prevents local ACL changes from propagating back up to servers and being replicated around an organization.

    Also, Readers fields will not be honored on local databases UNLESS this value is checked.

  • 2011 IBM Corporation 43

    The maximum Internet name and password This option was created as a security feature to ward off potential database

    pitfalls over the web. What does a user need to do to a database while accessing it over the web that

    would require Designer or Manager access? Even background agents online use server access to run. Why open a can of worms?

  • 2011 IBM Corporation 44

    Understanding -Default- Any user that accesses a database and is NOT assigned an access level will

    get what you have specified as -Default- access. Setting it to No Access will not let anyone in if they are not explicitly listed in the

    ACL as either a person or as group membership. Setting it to Reader will allow anyone who access it to read the contents, rather

    than putting in an entire organization's group membership in the ACL. This will vary depending on the database!

    Use Anonymous to cover any Internet user who has not authenticated. There may be a reason for this to be different than Default access. If you don't use Anonymous, Default is used.

  • 2011 IBM Corporation 45

    How Readers Fields Work INSIDE THIS SECTION:

    Introduction to Readers fields

    When would you use Readers fields?

    Readers fields vs. other security measures

    How do you implement Readers fields?

    What are some common gotcha's with Readers fields?

  • 2011 IBM Corporation 46

    Introduction to Readers fields Readers fields are a field type that explicitly states who can read documents

    created from the form the field is currently located on.

    Some other field types are: Text Date/Time Number ...etc.

    The contents of a Readers field can be Usernames, Groups, or Roles that have been created in the current database's ACL.

  • 2011 IBM Corporation 47

    When would you use Readers fields? Readers fields are used when you need to hide documents for certain users.

    If a user is not listed in the Readers field, then to them, the document doesn't exist in the database!

    It is, however, counted in the Document Count field in Database Properties.

    Readers fields are used when you need TRUE document security in Lotus Notes.

    There is no backdoor access, unless you are listed as a Full Access Administrator. There is no changing to another view.

    Well, you CAN, but the document won't be visible in that view, either. There is no right-clicking on Document Properties to see field values.

    Why? Oh yeah there is no document! If your ID file Username is not listed in a Reader field, you don't even know about the

    document!

  • 2011 IBM Corporation 48

    Readers fields vs other security measures Controlled-Access sections

    These use ACL and Group memberships to control who can expand a section on a document.

    View Access Just because a user can't access a VIEW does not mean they can't access a

    document.

    Hide/When field formulas This data is still easily viewable by the Fields tab in document properties!

    Readers fields These are considered true security measures as it trumps the database ACL.

    A user can be listed as a Manager in the ACL and not see documents if they are not listed in the Readers field on a document.

    We will cover this in the gotcha's section! It will only taketh away; you cannot grant a No Access user access by listing

    them in a Readers field.

  • 2011 IBM Corporation 49

    How do you implement Readers fields? Create a new field on a form and give it a field type of Readers.

    Make sure it is a multi-value field.

    Add allowable readers of the document using any of the following, separated by a :

    Roles in the ACL (recommended) Explicitly listed user names in Canonical format Groups Other field names on the same form containing resolvable names.

    Some examples: Administrators:CN=Jessica Stratton/O=Solace:[HR]

  • 2011 IBM Corporation 50

    What are some common gotcha's of Readers fields?

    HELP! I'm the administrator and I locked myself out of all the documents! Always create a role in the ACL called [Admins] and give the following items the role:

    The database admins LocalDomainServers The Administration server

    This role should be your first entry in the Readers field list! You can also take Full Access Administrator to grant yourself access.

    The documents aren't replicating to other servers, even though I can see them all!

    See item #1. All servers need to be listed as allowable readers too, otherwise the documents are

    invisible to them, too.

  • 2011 IBM Corporation 51

    Common gotcha's (cont.) Abbreviated names will not work. Canonical is best!

    GOOD: CN=Jessica Stratton/O=Solace, Jessica Stratton BAD: Jessica Stratton/Solace

    Readers fields aren't being honored in local replicas! Enforce a consistent ACL must be enabled in the ACL in the advanced properties

    tab.

  • 2011 IBM Corporation 52

    How Replication Works INSIDE THIS SECTION

    Introduction to replication

    Preparing for a replication infrastructure

    Implementing replication

    Ways to initiate replication

    The science behind replication

    Deletion stubs and replication

  • 2011 IBM Corporation 53

    Introduction to replication A database replica is a special copy of a database on another server, or local

    workstation. It shares a common property called the replica ID that even an OS filecopy will

    retain. The only way to break the replica is by creating a new copy instead. This will

    issue a new replica ID to the database. Databases can have different titles, filenames, even a different design template.

    But if they share a replica ID, they can replicate!

  • 2011 IBM Corporation 54

    Introduction to replication (cont) When change is made in a database, the change can be propagated to any

    other replicas of the same database. So any user on any server who needs an up-to-date version will always have it.

    The changes are propagated most often by Connection documents in the Domino Directory between servers.

    You can schedule the connection documents on any interval, and even have multiple schedules according to database priority.

    In the database replication settings, you can specify a subset of documents to replicate, say, for a particular physical work location.

  • 2011 IBM Corporation 55

    Introduction to replication (cont.) If you have multiple servers, they need to replicate common databases even if

    you have no production databases that are used by users.

    Remember: servers need to replicate, even if users don't!

    Servers in the same domain share: Names.nsf (The Domino Directory) Adminp.nsf (The Administration Process) Certlog.nsf (The Certification Log) ... more. These databases need to stay in sync!

  • 2011 IBM Corporation 56

    Preparing for a replication infrastructure Make sure both servers have a level of access at least as high as they need to

    each databases they need to replicate. If any form in the database that will replicate has Readers fields, make sure the

    servers are listed in those fields. The Replicator server task should be listed in the Notes.ini file under

    ServerTasks. This task is enabled by default!

    Create connection documents, specifying: What database will replicate When they will replicate, and how often the replication interval will be Which server initiates the replication

  • 2011 IBM Corporation 57

    Preparing, cont. The following are types of replication in the connection document:

    Pull-Push One server first pulls changes, then pushes its changes to the second.

    Pull-Pull One server pulls the changes, then the other server pulls the changes.

    Push-Only One way replication in which the initiating server pushes changes to the second.

    Pull-Only One way replication in which the initiating servers pulls changes from the

    second.

  • 2011 IBM Corporation 58

    Table of server access levels for replication:(from Notes Help)

    Access level Allows a server to push these changes Assign to

    Manager ACL settingsDatabase encryption settingsReplication settings All elements allowed by lower access levels

    Servers you want to use as a source for ACL changes. For tight database security, give this access to as few servers as possible. In a hub-and-spoke server configuration, you typically give the hub server Manager access.

    Designer Design elementsAll elements allowed by lower access levels

    Servers you want to use as the source for design changes. Use Manager access instead if you want one server to control ACL and design changes.

    Editor All new documentsAll changes to documents

    Servers that users use only to add and modify documents. In a hub-and-spoke configuration, you typically give the spoke servers Editor access.

    Author New documents No servers. You don't typically use this access for servers.

    Reader No changes; server can only pull changes Servers that should never make changes. Servers in the OtherDomainServers group are often given Reader access.

    Depositor New documents. Also prevents the server from pulling changes.

    No servers. You don't typically use this access for servers.

    No Access No changes. Also prevents the server from pulling changes.

    Servers to which you want to deny access. Servers in the OtherDomainServers group are sometimes given No Access.

  • 2011 IBM Corporation 59

    Implementing Replication After database ACLs are set, Connection docs are created, and the replica task

    is running, replicas must be created on the second server.

    What are some ways to get replicas on the second server? Manually

    File-->Replication-->New Replica OS copy/paste

    Windows Explorer via mapped drive Or, USB stick into the Data directory of the second server

    From the Administrator Client Go to the Files tab Highlight all databases to be copied Select Database-->Create Replica(s) from the right Tools pane.

  • 2011 IBM Corporation 60

    Ways To Initiate Replication Manually at the Domino console

    Some server console command examples: Replicate Server1/Acme Replicate Server1/Acme names.nsf Push Server1/Acme names.nsf Pull Server1/Acme

    From the database icon Replication-->Replicate

    From scheduled Connection documents From Program documents

  • 2011 IBM Corporation 61

    The Science Behind Replication It starts when scheduled replication begins, and the Replicator task springs into

    action! Then, each server makes sure they can authenticate with each other through

    matching, signed certificates. The initiating server searches the second server for databases.

    It constructs a list of databases that contains matching replica IDs on each server.

    The initiating server looks at the replication history to find the last time the two replica databases replicated.

    The initiating server looks at its own database for changes since that last time. The Replicator task performs a special search on the database. The search results are a list, containing the Originator IDs of all the documents that

    have been modified. The Originator ID is a long string containing the doc UNID, a sequence number

    (how many times the doc has been modified), and a timestamp when it was last modified.

  • 2011 IBM Corporation 62

    The Science (cont) The initiating server's Replicator task then performs another search on the

    second server, using the UNIDs from the modified docs of the initiating server. It compiles a list of the Originator IDs, just like it did from the first server.

    Now that the Replicator task has two OIDs for the same document on each server, it compares them.

    If it can't find a matching OID for a document, then it is a new document and must be pushed to the server that doesn't have it.

    If the OIDs are the same, no changes have been made to either document. If the OIDs are different, the Replicator task looks at the contents of the $Revisions

    field on each document. (The $Revisions field gets updated during replication so it will be cleared for

    next time) The revision history tells the Replicator task whether a conflict exists.

  • 2011 IBM Corporation 63

    The Science (cont) If a conflict exists, the Replicator task checks for a $ConflictAction field.

    If $ConflictAction contains 1, then the database properties has Merge replication conflicts set and the changes can be merged successfully.

    HOWEVER If the sequence number tells the task that the same field has been changed, a merge can not occur no matter what, and a replication conflict will still occur!

    The document with the most recent time stamp in its sequence number is the winner. The other document is the loser and is the conflicting document.

    The same tests occur during replication for design elements, but the loser's changes are simply removed, there are no conflict documents created.

  • 2011 IBM Corporation 64

    Deletion Stubs and Replication Deletion stubs remain in a database after a document has been deleted.

    It's to let the Replicator task know to also remove the document from a replica database.

    As long as Deletions is checked off in the Remove incoming: field in Replication settings.

    You can specify how long deletion stubs will remain in the database before they are purged.

    If the database replicates AFTER the deletion stub is gone, the Replicator task will not know to delete the document from the second server.

    Worse, it will think the still-existing document in the second database is a new document and replicate it back over again.

    So now, the first database will have the deleted document re-appear.

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    How Clustering Works INSIDE THIS SECTION

    Introduction to clustering

    Cluster Manager

    Other Clustering Tasks

    The Cluster Replicator Task

    Tweaking CLREPL

    How all this Cluster Stuff Works

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    Intro to Clustering A cluster is a group of two or more servers

    That provides users with constant access to data Balances the workload between servers Improves server performance

    There are several components that make clustering function The Cluster Manager The Cluster Database Directory The Cluster Database Directory Manager The Cluster Administrator The Cluster Replicator AdminP

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    Cluster Manager Cluster Manager runs on each server in a cluster

    When it starts, the Cluster Manager Looks in the ClusterName field in its Server document for its cluster name Then looks at the cluster membership list for the names of the other servers It maintains this information in memory in the server's cluster name cache

    Each Cluster Manager exchanges messages (probes) with the other servers in the cluster

    Cluster Manager uses the NSPingServer command to probe the other clustermates The Cluster Manager issues the NSPingServer command once every minute by

    default Change with Server_Cluster_Probe_Timeout NOTES.INI setting

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    Cluster Manager The cluster name cache contains the following information:

    The name of the cluster The names of the servers in the cluster The server availability index of each cluster server, sorted by the most available first The state of the server if it is BUSY, MAXUSERS, or RESTRICTED The cluster probe timeout value

    When a session is closed (server or client), this is saved to cluster.ncf This file populates the cache initially on restart This file has been known to contain erroneous data

    To see what's in the cluster name cache, type show cluster at the console Or open with a text editor

  • 2011 IBM Corporation 69

    Other Clustering Tasks The Cluster Database Directory (CLDBDIR.NSF) is on each server in a cluster

    It contains a document for each database and replica in the cluster. Contains the database name, server, path, and replica ID, and other info

    The Cluster Database Directory Manager task (Cldbdir) Creates the Cluster Database Directory and keeps it up to date But sometimes the database has stale data

    Note that the first hint you have of this is the Resource Reservations system stops working!

    Since version 8.5, cldbdir runs automatically on clustered servers All earlier versions need this in servertasks

    The Cluster Administrator Does the housekeeping Adds/removes databases and clustermates

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    The Cluster Replicator task The Cluster Replicator task (clrepl) keeps the data in sync within the cluster

    Whenever a change occurs clrepl immediately pushes the change to the other replicas in the cluster

    By default, one clrepl runs per server, but you'll want more Cluster_Replicators=

    The Cluster Replicator gets it information from CLDBDIR.NSF If that info is wrong, clrepl has a problem

    The Cluster Replicator task pushes changes only to servers in the cluster The standard Replicator replicates changes to and from servers outside the cluster

    This is high traffic stuff, so use a dedicated LAN connection for this traffic Your users will thank you

    Or they just won't hurt you

  • 2011 IBM Corporation 71

    Tweaking CLREPL Pausing Cluster Replication

    When you pause cluster replication vs stopping it, it retains the data it has in memory Use tell clrepl pause/resume

    By default, clrepl polls for changes every 15 seconds If you feel your servers can handle it, try this CLREPL_POLL_INTERVAL=10

  • 2011 IBM Corporation 72

    How All this Cluster Stuff Works With all clustermates up and running correctly, nothing happens When one server goes down

    Mail routing uses the information in the cache to determine which clustermate gets the mail meant for that server

    When a user requests something from a server that's down The local cluster.ncf data is used from the cache to find the next available server

  • 2011 IBM Corporation 73

    How Busytime Works INSIDE THIS SECTION

    Intro to Busytime

    How it works

    Where it looks

    Clustering Busytime

    Doing a Free Time Search

    Tips and Gotchas

  • 2011 IBM Corporation 74

    Intro to Busytime The busytime system is responsible for tracking the availability of people and

    resources Two tasks populate busytime Schedule Manager (Sched) and Rooms and Resources Manager (RnRMgr) One task communicates between servers (calconn)

    If busytime ain't happy, nobody's happy Users, Rooms, Resources, all depend on busytime being correct

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    Intro to Busytime (con't) When not in a cluster

    Each server contains a Free Time database (BUSYTIME.NSF) It includes scheduling information for all users and resource databases (RRDB) on

    that server

    In a cluster There is one Free Time database for all users and RRDBs whose servers are in the

    cluster (CLUBUSY.NSF) Every server in the cluster contains a replica of this database Since the replicaID must be unique to the cluster, its not like other system databases

    The replicaID is not taken from the Directory Its taken from the CLREPLID field in the server documents

  • 2011 IBM Corporation 76

    How it Works Schedule Manager

    S cans and processes any database that has a calendar profile and a calendar It does this at 2 AM or when the server is restarted

    Uses fields in Person documents to determine where the database is located (which server) and the databases file name

    If schedule manager finds a database with a valid calendar profile and a calendar, It creates a record in busytime.nsf

    When databases have calendar entries, Sched stores them in busytime.nsf and, as appropriate, marks time as busy

    If a database exists and has no matching person document, Sched lets you know it SchedMgr: Error processing calendar profile document (NoteID: NT00000926)

    in database mail\ABCDEFG.nsf: Cannot find user in Domino Directory This means that the calendar profile was not valid

    This user will not go into busytime.nsf

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    How it Works Rooms and Resources Manager

    Runs first if both Sched and RnRMgr are on a server RnRMgr looks for any database with a Room/Resource profile document But it looks at all databases with a profile document along the way

    Also validates the profile, creates a record in busytime.nsf and marks times as busy RnRMgr uses fields in the Resource documents in the Directory to validate against

    SchedMgr: Error processing calendar profile document (NoteID: NT001568EA) in database resource.nsf: Cannot find user in Domino Directory

    This means that no resource document exists in the Directory for this resource That's REALLY bad

  • 2011 IBM Corporation 78

    Where it Looks Validation of Users and Resources is done in one place

    $Users View in the Domino Directory This must be kept up to date Good place to start when troubleshooting!

    Certain fields are required in order to add users/resources or free time If any of the fields are incorrect, errors will occur For Sched In Person Documents

    User Name Field: FullName = $busyname in the calendar profile of the mail database Canonical format

    MailServer Field = server the busytime task is running on MailFile = correct mail file for the user CalendarDomain (Miscellaneous tab): Used if user is on a non-Notes calendar

    system If this field is used, sched will not list the person in the busytime.nsf.

    ForwardingAddress: If used, user is not listed in busytime

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    Where it Looks (con't) RnRMgr looks in $Users view also

    Searches for Resource forms The field names are the same

    FullName = Resource or Room Name Must be canonical and match the value on the Resource Document in the

    RRDB MailServer = Home server of the RRDB MailFile = Name of the RRDB (with path)

    Manually editing Resource documents is a major cause for problems Be vewwy careful if you must do this Spaces are hard to see

  • 2011 IBM Corporation 80

    Clustering Busytime When you add a server to the cluster,

    Sched deletes BUSYTIME.NSF and creates CLUBUSY.NSF When removing a server from the cluster, it does the reverse

    It then replicates with the other servers in the cluster

    Rebuilding clubusy.nsf if very difficult to do right And when needed, it must be done right Check the create date on all copies in the cluster

    There should be no duplicate entries There should be no rep/save conflicts

  • 2011 IBM Corporation 81

    Doing a Free Time Search When a user searches for free time for another user or room

    The user's home server looks at the $Users view for the requested User/Room Determines whether to look in its own BUSYTIME.NSF or ask CalConn to go fetch

    from another server Or whether to pass the request off to an outside system

    But that's beyond the scope of this session

    When a user in a cluster looks for free time The server looks in its own CLUBUSY.NSF first if other users are on clustermates For users whose mail servers are outside the cluster, CalConn sends out for the

    information

    When a user outside a cluster makes a request about a user in a cluster The request fails over to another server in the cluster if the user's mail server is

    unavailable

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    Tips and Gotchas Easy troubleshooting tip If theres a gray line where there

    should be information Touch that gray line with your mouse

    and look at the bottom of your screen

    The message usually tells you whats wrong

    In this case, the system couldnt find Jess

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    Tips and Gotchas RnRMgr and Sched respond to the same Tell commands Tell Sched Val does nothing useful

    Unless followed immediately with Tell Sched Check

    Tell Sched Show User Name/OU/O Dumps the information the server has about the user's appointments

    This may not match calendar

    Tell Sched List User Name/OU/O Shows what the server thinks is the user's preferences

    Again, this may not match reality

  • 2011 IBM Corporation 84

    How Agent Manager Works INSIDE THIS SECTION

    Intro to Agent Manager

    Queues and Rights

    When it Works

    Keep an Eye on Stuff

    Tips and Gotchas

  • 2011 IBM Corporation 85

    Intro to Agent Manager Agent Manager is the server task that manages and runs agents on a server.

    It determines who can run agents, Where they should run When they should run

    It handles Scheduled and Event-driven agents (there are other kinds)

    It sets up the context for the agents to run in, It checks security, Handles loading, invocation, caching, error reporting, and logging

    The Agent Manager runs by default on a server Depending on the type of agent

    Agent Manager may perform database operations for simple actions, evaluate formulas, or call back-end classes

    For event-triggered agents, the Agent Manager monitors events and then determines when the agents should be invoked

    It also watches the clock and invokes scheduled agents when the right time comes.

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    Queues and Rights The Agent Manager has three different queues

    One queue for agents that are eligible to run (E) Another queue for agents that are scheduled to run (S) A third for event-triggered agents that are waiting for their event to occur (V)

    Scheduled and Event-triggered agents stay in their queue until its time to run Then they move to the eligible to run to wait for their turn

    The creator or signer of the agent must have the rights to run on the server and the database

    Rights are set in the Server document as well as the database ACLs

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    When it Works Agent Manager periodically checks to see if it has any new agents that it needs

    to schedule. Two environment variables control how quickly an agent gets into the queue:

    AMgr_SchedulingInterval specifies a delay (in minutes) between running of the Agent Manager's scheduler.

    Valid values: one minute to 60 minutes. The default value is one minute.

    AMgr_UntriggeredMailInterval specifies a delay (in minutes) between running of the Agent Manager's check for untriggered mail.

    Mail is "untriggered" when it's added to a database through replication, which does not cause a new mail trigger to fire.

    Valid values: one minute to 1440 minutes The default value is 60 minutes.

    The variables are tunable depending on your needs

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    When it Works Scheduled agents are executed in the order in which they are found in the

    queue by Agent Manager. If more than one agent in a database is scheduled to run at the same time

    The one that is saved and enabled first will be more likely to go into the queue first and therefore be executed first

    Agent Manager doesn't run ALL agents Router does some (before new mail arrives) Server does some (run on server) The HTTP task does those invoked by a browser

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    Keep an Eye on Stuff Agent writers can get a little ambitious

    Poorly written agents have been know to bring down servers or lock up CPUs There's an easy way to watch for these Use Domino Domain Monitoring Use Tell Commands to get more information

    Look at the queues using the Administrator client Run more than one instance if queues back up

  • 2011 IBM Corporation 90

    Tips and Gotchas Most Agent Manager problems are really problems with bad agents

    Or agents without the proper rights Use Tell Commands for quick results Tell amgr sched

    E S 04:03 PM Today agent1 CENTRAL.NSF S S 05:04 PM Today agent2 CENTRAL.NSF V U agent3 CENTRAL.NSF

    Enable Agent logging if having problems Log_AgentManager=value

    0 - Do not log agent execution events 1 - Log agent execution events (partially and completely successful) 2 - Log agent execution events (completely successful only)

  • 2011 IBM Corporation 91

    Tips and Gotchas Enable Debug (short term) for more info

    Debug_AMgr=* Have lots of time to read the output! See technote on the Stuff page for less info

    Study and use the Tell Commands to make stuff work better Cancel, Run, debug, Load

  • 2011 IBM Corporation 92

    How AdminP Works INSIDE THIS SECTION

    Introduction to AdminP

    How AdminP requests are created

    How AdminP requests are processed

    How AdminP Works

    Example AdminP Request

    Tips and Gotchas - AdminP

  • 2011 IBM Corporation 93

    Introduction to AdminP AdminP is a server task that automates stuff in Domino

    It was created for name changes but does much more today It usually works on items that must be exact

    It runs on every server in the domain The admin4.nsf database controls and records all requests

    It is created when a server is created Shares a replica ID with every server in your domain This database must replicate properly and be kept healthy

    Requests process on varying intervals Most are adjustable

    Requests process at varying places The administration server of the domain All servers in the domain On specific target servers

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    How AdminP requests are created Something initiates the process

    An administrator requests a name change A user delegates her mail file A server gets upgraded A database gets clustered

    A completed request generates the next step request And depending on the request and settings, it lingers for up to 21 days or more Name change requests can be made to last for months

    It works like multiple mini-batch files Each request goes off and does what its asks, then reports back to the controller

    (admin4.nsf) Then the next thing happens

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    How AdminP requests are processed The AdminP task looks for new documents in the AdminP database

    It builds a table of requests to process Looks for new requests first Then for requests to re-run a request Builds the table of Note Ids of the documents

    When a request is processed a response document is created This document tells the result of the request Its called an Administration Process Log document In earlier versions of the product it was created even when no work was done

    Check your server doc for the proper setting

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    How AdminP Works Servers are asked to process certain items

    Like changes in ACLs Each action has its own code (ProxyAction)

    The Administration Process is multi-threaded The main administration process thread looks for new work

    Then creates a table of note IDs. Worker threads wait until a new copy of the note ID table is available.

    One thread then begins processing the first ID; a second thread processes the next; and so forth.

    After processing a request, a thread looks for another ID and the process continues until all IDs are processed.

    By default, three threads are assigned to the Administration Process

    This is adjustable in the Server Document May be needed in times of high activity

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    Example AdminP Request Delete User from Domino Directory This isn't even a complicated request See Admin Help for other flow charts

  • 2011 IBM Corporation 98

    Tips and Gotchas - AdminP AdminP works best when left alone Make sure admin4.nsf replicates to all production servers correctly

    Destroy all non-production servers

    Consider using a replication formula on hub servers to keep the database size in check

    See me for an example

    Consult the multitude of resources online to find Best Practices and other details

  • 2011 IBM Corporation 99

    How ID files Work IN THIS SECTION

    Introduction to the Notes ID in the Domino Security Model

    What's in an ID file?

    Who needs an ID file?

    How public and private key pairs work

    How encryption keys work

    How validation and authentication work

  • 2011 IBM Corporation 100

    Introduction to the Notes ID in the Domino Security Model

    Lotus Notes and Domino is built on a layered security model. Each user or server has to get through each layer to access the next system below

    it.

    After firewall traffic, the Notes ID file is the next highest layer. The ID file gains you access to the server. The ACL gets you access to your databases (using your ID file). Document and Form fields have Reader and Author access fields on them.

    These all use your ID file, too!

    The ID file is based on authentication. Encrypted data in a physical file, a key, to prove you are who you say you are.

    Notes ID file authentication is based on certificates. A stamp by a Domino Certifier.

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    What's in an ID file? Certificates Encryption keys Recovery info (if you use it) Public and private key pairs Finally, the user's name and Lotus Notes license number

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    Who needs an ID file? A user who needs to authenticate with a Domino server that has public key

    checking enabled. A user who needs to encrypt their mail, or a document. A user who needs to sign an email. A user who needs an encryption key to see the contents of a certain field. A Domino server

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    How public and private key pairs work Public keys are located in server docs, person docs, and certifier docs.

    Why? Because anything encrypted with a public key can ONLY be decrypted with the

    private key on the ID file!

    Your public key is stored on your Person doc and your ID file. However, your private key is ONLY available on your ID file!

    When a public and private key are put together, they are mathematically related and identify the user.

    When someone sends you encrypted mail, they are reading your public key from the Domino directory.

    Your ID file's private key decrypts the mail!

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    How encryption keys work It's possible for a developer to encrypt just one field on a form.

    A credit card number, salary, or social security number

    A Secret key is created from an ID file File-->Security-->User Security The key is mailed to the users who need access to the field. Those users import the key into their ID file.

    It IS possible to place all sorts of restrictions on the key... Who can access it, can it be mailed, etc.

    The form properties Security tab is then changed to have the key as the default encryption key

  • 2011 IBM Corporation 105

    How validation and authentication work When a user tries to connect with a Domino server, two things happen:

    VALIDATION: The user's ID file is validated against the certifier. AUTHENTICATION: Once validated, the ID file sends back a message.

    Domino uses three rules to trust a public key for validation: Trust the public key of the server's ancestors if they are in a user's ID file. Trust any public key from a valid certificate issued by ancestors. Trust any public keys certified by a trusted certifier.

    Those rules, translated: Domino checks each certifier in the ID file for a trust. If an ID file's public key is trusted, Domino sends a number challenge out. The workstation encrypts the number with the private key from the ID file and sends

    back a response. The same public key is used to decrypt the number on the server side. If the numbers match, the user's ID file has successfully authenticated.

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    How Recertifying works IN THIS SECTION

    What does a certificate contain?

    Where is the certificate stored?

    When would you need to recertify a user?

    How do you recertify a user?

    Recertifying vs renaming vs moving certifiers

  • 2011 IBM Corporation 107

    What does a certificate contain? Like an ID file, a certificate (or certifier) contains several pieces of info:

    The certificate owner's name The certificate expiration date The certifier name The public key A digital signature to prove authenticity However, unlike a user or server ID file, a certificate does not contain a private key.

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    Where is the certificate stored? It's stored as a physical ID file. It's also stored in the Domino directory.

    Along with any other issued certificates that have been cross-certified.

    Wait, it's stored in the Domino directory?? Remember, the certificate itself is public. It's the contents that's on the physical certifier ID file that must be protected!

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    Why would you need to recertify a user? Certificates are issued to users with a shelf life they expire.

    If a user ID file is allowed to expire, it cannot be used to gain access to a server if it's found one day.

    Basically, a user ID is set to expire specifically so it can no longer access a server.

    The Certification Log (certlog.nsf) will tell you everything! It will tell you who is registered with what server, and when they were registered. It will tell you when they will expire. It will tell you their recertification history and Notes license.

    If you don't have one, create one! You only need one for your entire Domino system. Call it Certification Log using the certlog.ntf template.

  • 2011 IBM Corporation 110

    How do you recertify users? Select the users from the Domino Administrator client.

    On the Tools pane, select People-->Recertify Select the SAME certifier.

    You can recertify batches of users, but they must be using the same certifier, otherwise the process will end with an error.

  • 2011 IBM Corporation 111

    Recertifying vs renaming vs moving certifiers... Recertify a user when their existing ID file is due to expire.

    All you are doing is appending new expiration dates to their ID file. Think of it as renewing.

    Rename a user when you change their common name. Marriage, adding an initial, fixing an incorrectly spelled last name. Renaming does not alter or change the certifier in any way.

    Move a user to a new certifier when you want to change them in the hierarchy. Uses the Request move to new certifier toolbar option under Rename. Must be approved by Adminp.

    Name and certifier changes will be updated in all ACLs, readers, names and authors fields whose databases have an Administration Server set.

  • 2011 IBM Corporation 112

    How Cross Certification Works INSIDE THIS SECTION

    Introduction to Cross Certitifcation

    Why use Cross Certification

    Details of Cross Certification

    Tips and Gotchas

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    Intro to Cross Certification Notes ID Files, certifications and recertification works great for users in the

    same Notes Domain Where all IDs are created from the same root certifier

    When a merger happens, things change Users need to share data from servers in separate Domains Or you may simply need to exchange data with another Notes shop on a regular

    basis

    Cross certification allows a trust network to be established

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    Why use Cross Certification Notes Cross Certification allows users in different domains to send encrypted

    Notes mail

    Servers in other organizations can be accessed by users or other servers If the proper ACL rights are granted Remember that even with cross certification, ACLs and Reader Lists help keep your

    data more secure

    Cross Certification is useful especially if you plan to merge domains down the road

    It can be a temporary solution, or a permanent one

  • 2011 IBM Corporation 115

    Details of Cross Certification Each organization provides the public key for their Organization or OU to

    another entity There are several ways to do it The easiest way is to create a SAFE.ID using the Administrator client

    Send it to the other Organization And have them so the same

    For complete cross certification

    Contents of the SAFE.ID file Your Canonical Name of the ID you're sending The Public Key

  • 2011 IBM Corporation 116

    Details of Cross Certification You can even cross certify using the phone

    By reading out that incredibly long number to the other Administrator Not a fun thing to do

    The certificates are stored in the Domino Directory Or the user's personal address book When placed into edit mode, the entire public key is visible

  • 2011 IBM Corporation 117

    Tips and Gotchas Choose which level you want to cross certify

    The entire organization or just a certain OU?

    Users can copy the cross certificates from the Domino Directory to their personal Address Book if they need to

    Sometimes handy for troubleshooting

    Use cross-certification if you need to sign and encrypt across Notes Domains A similar process exists for Internet Domains

    But its a little more complex

  • 2011 IBM Corporation 118

    How the Indexer works IN THIS SECTION

    Introduction to the Indexer

    View indexes vs full-text indexes

    Updall vs Update

    How view design affects the Indexer

  • 2011 IBM Corporation 119

    Introduction to the Indexer The Indexer is a Domino process that keeps database views and full-text

    indexes up to date. They need to be kept up to date after documents are added, removed, or modified.

    The Indexer is simply comprised of two server tasks: The Updall task The Update task

    These tasks use two NOS services: NIF (Notes Index Facility) Full-Text services

    NOS = Notes Object Services. They are portable C++ functions that can access information in databases.

  • 2011 IBM Corporation 120

    Introduction to the Indexer (cont) NIF is a process that stores collections of documents in a binary tree structure

    to present to the user in a Notes view. A b-tree data structure consists of three nodes:

    A left pointer A right pointer A data element

    The left and right pointers can point to smaller subtrees on either side. A null pointer is a b-tree element with no elements.

    SO... recursively speaking: A binary tree is either a null pointer (empty), or a single node where the left and right

    pointers point to another binary tree. This structure allows for incredibly fast lookups and/or insertions.

  • 2011 IBM Corporation 121

    View indexes vs full-text indexes A full-text index is a collection of files that indexes text in a Notes database to

    process user search queries.

    A full-text index on a database must be created manually on the database properties tab, with four options to update it:

    Daily Updall task runs nightly

    Scheduled Must have a program document to run Updall

    Hourly Chronos keeps a timer to trigger the Update task

    Immediate Update task runs immediately

  • 2011 IBM Corporation 122

    View indexes vs full-text indexes (cont) A view index is a collection of the data structure on every view.

    The developer decides how often it updates. The collection contains:

    An index of parent-child relationships in the view. An index sorted by note number. Indexes defined by the view sort columns (and user-defined sorts!).

    Both view indexes and full-text indexes utilize the Update server task.

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    Updall vs Update Update does the following :

    Updates all views in the Domino Directory first Updates views in all other databases

    If there have been at least 20 other note changes in that database And if the database has been accessed in the last 7 days

    Updates full-text indexed databases

    Update is run on server startup, and then continually. It is listed in Notes.ini to run on startup:

    Servertasks=Update,Replica,Router,AMgr,AdminP,CalConn,etc.

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    Updall vs Update (cont) Any views that have recorded changes gets the entire database placed in the

    $UpdateQueue Recorded change = A document is added, removed or modified, remember?

    This $UpdateQueue is checked every five seconds.

    When a database enters the $UpdateQueue, Update waits 15 minutes to update all view indexes in that database in case any more views need updating.

    This maximizes the Indexer efficiency.

    The Update tasks checks a modified date of each view against the last time the Update task ran.

    This is how it knows which views in the database to update.

  • 2011 IBM Corporation 125

    Updall vs Update The Updall task is similar if not the same as Update, HOWEVER:

    It does not run continuously, it is a one-off, or single instance of the Update task.

    It runs when it's told to: Entered manually via Domino console command From a program document Nightly from a Notes.ini parameter to update FT Index frequencies marked Daily

    ServerTasksAt2=Updall

    Updall also performs additional tasks that Update does not: Purges deletion stubs Discards unused view indexes (every 45 days unless otherwise specified) You can also specify parameters to turn off and on certain functions

    Or even just run it on a single database Runs on ALL databases, not just ones flagged as changed in a queue like Update

  • 2011 IBM Corporation 126

    How view design affects the Indexer Reader fields = more Indexer work

    A view is evaluated for Reader access before it can even display the view to the user, and will refresh based on what documents it is allowed to show.

    @Now or @Today in views This will cause the view to be refreshed on a constant basis.

    More views = more Indexer work More sortable columns = more Indexer work

    The alternatively sorted data is available immediately when clicked, thanks to the Indexer.

  • 2011 IBM Corporation 127

    How Transaction Logging works INSIDE THIS SECTION

    Introduction to Transaction Logging (T/L)

    Benefits of Transaction Logging

    Requirements for Transaction Logging

    Under the Hood

    Types of Transaction Logging

    Implementing Transaction Logging

    How it works

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    Introduction to Transaction Logging A transaction is a single API call

    Includes creating, reading, modifying documents

    A transaction log is a history of actions executed on a system A binary file with an extension of .txn in Lotus Domino

    Transaction Logging is a process that allows these actions to be recorded before they are saved to disk

    Uses write-ahead logging to write a sequential record of changes The changes can be saved shortly afterward.

    The transaction log consists of log extents and the log control file (NLOGCTRL.LFH).

    A log extent is one of the log files into which the transaction logs are written. It has the form Sxxxxxxx.TXN, where x represents a seven-digit number that is unique to that server.

  • 2011 IBM Corporation 129

    Benefits of Transaction Logging Better data integrity

    Reduces the chance of data loss to virtually zero

    Faster restart time Servers start faster from a cold start Servers start dramatically faster after unplanned outages

    More efficient processing Domino can defer some work during periods of high activity

    Faster Backup/Restore time Only changes are backed up, not full databases

    Enables you to use DAOS You should use DAOS

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    Requirements for Transaction Logging The T/L directory must be placed on a separate physical device devoted solely

    to transaction logging Any performance gains that you thought you'd get will disappear Having the T/L on the same disk normally results in a 25% decrease in performance

    Or worse

    Each Domino server requires its own T/L drive, including partitioned servers. The rule of thumb is one log device per data directory, and one data directory per

    log device.

    A dedicated, mirrored RAID1 device If using Archive style transaction logging, a dedicated backup and restore

    system is required

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    Requirements for Transaction Logging on a SAN Use a separate file system, separate pathway, and separate disks for the

    transaction logs. Use RAID 1/0 (Stripe mirror) or mirrored pair (RAID 1), rather than RAID 5. Use the fastest, most reliable disks available. Configure the device with a Hot Spare available in case a disk physically fails Do not share the disk controller (SAN and NAS) with any other users, if possible

    Consider the following Use larger disk block size and matching Stripe size OS file system cache is not used. NVRAM cache in the disk subsystem helps.

    Use 2 GB Fibre Channel rather than 1 GB. Have dedicated channels and avoid using data switches

    Make sure you have adequate I/O capacity for transaction logging.

    If the logs are placed on a SAN, they should be placed on dedicated devices within the SAN

    Each DPAR should have its own HBA connection to the SAN.

  • 2011 IBM Corporation 132

    Under the Hood The Recovery Manager and Logger tasks are used to implement transaction

    logging The Logger records information passed to it by the Recovery Manager The Recovery Manager

    Is the sole NSF component that interfaces with the logger Writes transaction-undo to the logger Writes database recovery records to the logger Reconstructs databases after a server has crashed

    Replays database recovery records from the log Undoes partially-completed database transactions using transaction-undo from

    the log

  • 2011 IBM Corporation 133

    Under the Hood (con't) You've seen them working:

    Opening dirty previously logged DB F:\Lotus\Domino\data\mail2\baddb.nsf still logged, containers being dropped.

    DbOpen AutoFixup of Dirty Logged DB F:\Lotus\Domino\data\mail2\baddb.nsf Clearing DBIID 0DB5EC6C for DB F:\Lotus\Domino\data\mail2\baddb.nsf Completed consistency check on mail2\baddb.nsf Recovery Manager: Assigning new DBIID for F:\Lotus\Domino\data\mail2\baddb.nsf

    (need new backup for media recovery).

  • 2011 IBM Corporation 134

    Under the Hood (con't) A unique database instance ID (DBIID) is generated for a database when it is

    first created It is meaningful only if the database resides on a server with T/L It changes later whenever the database is compacted with any option other than -b

    Or when fixup is run

    When Domino records a transaction in the log, it includes this DBIID. During recovery, Domino uses the DBIID to match transactions to databases

    Why the DBIID changes Compacting and fixup temporarily disable transaction logging for a database

    This prevents large amounts of logging data from being spewed out to the recovery log

    Because a large amount of I/O is done during database maintenance Since T/L was disabled, there will be a gap in the data for that database The DBIID is changed to prevent these logs from being applied to the newly

    compacted databases

    Databases must be backed up immediately after maintenance

  • 2011 IBM Corporation 135

    Types of Transaction Logging Circular logging

    Server reuses a fixed amount of disk space (up to 4GB) for transaction logs. After the log fills, the server starts overwriting old transactions Use circular logging if the size of the log needed between full database backup

    intervals is less than 4GB. Does not support incremental backups Most useful for faster server restarts

    Linear logging Is like circular logging, except allows more than 4GB Use linear logging if the size of the log needed between full database backup

    intervals is greater than 4GB And you are not using archive media

  • 2011 IBM Corporation 136

    Types of Transaction Logging (con't) Archive logging :

    Creates log files as needed Simplifies backup and restore Provides online and partial backups The log files are not overwritten until you archive them Requires a backup utility to back up the filled log extents

    So that they can be reused when needed. If you do not have a backup utility or it does not work properly

    The server continues to create log extents It fills up the disk space, and then panics Plan accordingly

  • 2011 IBM Corporation 137

    Details and Gotchas Make sure your database ODS is the latest to get full functionality

    For most things actually

    Never put logs on the same disk as your server Use the latest improvements

    Create_R85_Log=1

    Manage your disk space Don't run out of room

    Make sure your backup solution supports newer versions before you upgrade

  • 2011 IBM Corporation 138

    Implementing Transaction Logging Prepare your environment properly Enable in the Server document

    Select the options you want

    Use the admin client to disable logging on any databases who wish to Some databases can be not logged

    Those that have replicas everywhere (AdminP) Those that constantly write (clubusy.nsf)

    Restart the server

  • 2011 IBM Corporation 139

    How it Works On a normal day

    The Logger writes to the .txn file The log fills and is reused or backed up then flushed

    Depending on the T/L style The server is a little faster

    On a bad day The Logger writes to the .txn file The server stops unexpectedly After the server restart,

    The changes not saved are played back by the Recovery Manager All is well

  • 2011 IBM Corporation 140

    How Program Documents Work IN THIS SECTION:

    What are program documents?

    What can program documents be used for?

    How to pass parameters to program documents

  • 2011 IBM Corporation 141

    What are program documents? A program document will automatically run a server task at a scheduled time.

    Just like a Windows batch file.

    You can pass parameters to it. You can specify which Domino server to run it on. You can specify the days of the week, time, and repeat interval.

    Setting a repeat interval of 0 means the program document will only run once.

  • 2011 IBM Corporation 142

    What can program documents be used for? Scheduled server shutdowns and restarts Late-night fixups, updalls and compacts Running Domino batch files Replication Scheduled Domino console commands Any command on an individual database

    When program documents are used, Domino issues a NEW INSTANCE of the program or task.

  • 2011 IBM Corporation 143

    How to pass parameters to program documents To send Domino console commands, make sure the program name is correct!

    Program name: nserver Command line:

    -c tell router update config -c dbcache flush -c tell amgr q

    Program name: compact Command line: -B

    Program name: nserver Command line: -c "c:\lotus\domino\data\compact.txt"

    Compact.txt contains: load COMPACT apps\ -B

    load COMPACT mail\*.nsf -B

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    How Smart Upgrade works IN THIS SECTION:

    Introduction to Smart Upgrade

    The steps to set up Smart Upgrade

    The trigger and user experience

  • 2011 IBM Corporation 145

    Introduction to Smart Upgrade Smart Upgrade is a built-in Notes feature that will automatically install client

    upgrades to users. It can track who has upgraded, and who failed with issues It can upgrade the mail file template at the same time Users can defer the upgrade until a date you specify You can build a custom MSI package to fine-tune the installation.

    But, you don't have to!

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    The steps to set up Smart Upgrade 1. Create the Smart Upgrade database

    User the Smart Upgrade Kits template. 2. Update the Server configuration document with a doclink pointing to the

    database you just created. You can also limit the concurrent downloads via the Smart Upgrade Governor here.

    3. (Optional) Create the Smart Upgrade Tracking Reports database using the template.

    This needs a mail-in document for that database on the server!

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    The steps to set up Smart Upgrade (cont) 4. Create an upgrade kit document in the Smart Upgrade database.

    A kit is just a fancy word for the install files! Point it to a network share, or attach the upgrade files to the kit document. Specify who can use it in the allowable users field. Optionally include silent install switches here!

    5. (Optional) Create a Desktop policy to track smart upgrades. 6. (Optional) Create a Desktop policy to upgrade their mail file at the same time.

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    The trigger and user experience How is Smart Upgrade triggered via the client?

    A user authenticates with their home server Or, it can be triggered manually via Tools-->Notes Smart Upgrade

    Smart Upgrade does NOT use the DCC (dynamic client configuration). It uses its own process However, as Smart Upgrade tracking is pushed down via policy, the tracking uses

    DCC

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    The user experience The Notes client release number is matched up to a source version of the Kit

    document and install type. Just the Notes client vs. Client, Administrator and Designer Notes Basic vs. Notes Standard

    If a matching kit is found, the SU process sends back a flag to the Notes client. The user is then prompted with a dialog box prompting to upgrade.

    If the user has a policy that sets a deadline, they are forced to upgrade! There will not be a prompt if the upgrade Governor has been set and the concurrent

    upgrade totals have been reached.

    When a user finishes the upgrade, it sends a message to the Domino server to decrease the current active upgrade count for the Governor.

    If a user is downloading the kit instead of installing across a network share, they will not receive notification to upgrade until the kit has completed downloading and the installation is ready to execute!

  • 2011 IBM Corporation 150

    Whew! In Closing Thanks for your attention Please fill out your evals they DO matter Contact Jess:

    At GURUPalooza And Wednesday 3PM in Swan 7-10 [email protected] She blogs on momelettes.com twitter.com/NerdGirlJess

    See Susan in the Solutions Development Lab on the Showroom floor Also at GURUPalooza

    Where she won't answer questions because she's technically not a guru She's notesgoddess.net Also [email protected]

  • 2011 IBM Corporation

    Related Sessions ID103: Reducing Costs Through Improved Serviceability ID104: IBM Lotus Domino Server Availability: Best Practices and Tuning Tips ID105: DAOS Deployment and Best Practices ID107: Smarter IBM Lotus Domino Monitoring: From Activity Trends to Statistics

    and Reporting BP101: Adminblast 2011 BP103: Got Problems? Let's Do a Health Check BP107: Performing Your Own IBM Lotus Domino Security Review BP108: Admin for the Developer: Build and Secure Your Own IBM Lotus

    Domino Server Playground -- in an Hour! BP110: Discovering the Mysterious and Dangerous Secrets of STATREP.NSF BP112: 10 Tips to Make You an Admin Star (While Reducing Your Workload) BP116: Backup 101: The What, How, and When

  • 2011 IBM Corporation

    Related Sessions (cont) BP117: IBM Lotus Domino Server and Application Performance in the Real

    World BP118: Proactive Server Management: Learn How to Maximize Your Server

    Uptime BP119: Ground Control to IBM Lotus Notes: Client Management Explained SHOW102: Statistics and Events Base Camp: Proactive Monitoring of Your IBM

    Lotus Domino Servers SHOW104: Crispy Certificates with Spicy SSL Salsa SHOW109: How To Build a Better Cluster From a Standing Start GEEK101: Speedgeeking! GURU101: GURUpalooza! NERD101: Nerd Girl Panel: Work is Not a Romance Novel or a Football Game

  • 2011 IBM Corporation 153

    Legal Disclaimer IBM Corporation 2011. All Rights Reserved.

    The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBMs current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

    References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBMs sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.

    All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.

    IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both.

    HowStuffWorks, A Discovery Company is the trademark of HowStuffWorks, Inc. and/or Discovery Communications, LLC, A Silver Spring, MD company in the United States

    Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries.Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

    All references to Blossom refer to a fictitious company and are used for illustration purposes only.

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