To crawl a Lotus Notes database, you must run the Lotus Notes Index Setup Wizard to configure the Lotus Notes protocol handler on the Microsoft Office SharePoint Portal Server 2003 computer. A member of the Administrator site group or a user with the Manage Search right can add a content source for a Lotus Notes database, but SharePoint Portal Server cannot crawl the database until you configure the Lotus Notes protocol handler.
Before configuring the Lotus Notes protocol handler
Before you configure the Lotus Notes protocol handler, you must ensure that:
- SharePoint Portal Server is successfully installed on the computer.
- A Notes server version 4.6a or R5 is available on the network. The Notes server name cannot contain a space — SharePoint Portal Server cannot crawl a Notes server that contains a space in the computer name.
- A Notes client version R5 is installed on the same computer as SharePoint Portal Server. In addition, you must configure the Notes client and validate access to the Notes server before configuring the protocol handler.
Prepare Lotus Notes for use with SharePoint Portal Server
Lotus Notes Security
The Lotus Notes security model is different from that of Microsoft Windows Server 2003. When SharePoint Portal Server creates an index of content stored on a Notes server, it uses the security settings for each Notes object to recreate security settings for that object in SharePoint Portal Server by using the Windows Server 2003 security model. Because of the correlation between security models, each user name in the Notes database must map to a Windows Server 2003 name if you want SharePoint Portal Server to use the same security settings as the Notes database.
You might not need to set SharePoint Portal Server to use the same security settings as the Notes database if everyone who has access to the content index created by SharePoint Portal Server also has access to the content stored in the Notes database. For example, if all the data in your organization's Lotus Notes server is public, or if you include only public Notes databases in the content index, you can specify that SharePoint Portal Server ignore the security settings in the Notes database.
If you ignore Notes security, SharePoint Portal Server performs slightly better when creating a content index and searching. In this case, SharePoint Portal Server also requires less time to configure because it does not need to map user names from Notes to Windows Server 2003. This also decreases subsequent maintenance.
Important If you are not sure that you can safely ignore Notes security, you should not ignore it.
If you do not want SharePoint Portal Server to use the same security settings as the Notes database, you can skip to the "Configure the protocol handler" section.
Create a View
If you want SharePoint Portal Server to use the same security settings as the Notes database, you need a Lotus Notes view that contains the Lotus Notes and Windows Server 2003 user names. If this view does not exist, your Lotus Notes administrator must create one to map the Notes user names to the Windows user names. The format of the Notes user name is the same as that of Owner column in the typical Notes Address Book. The view must be sorted on the Notes user name column.
Important The view must be marked as a Shared View so that all clients can access it. The database upon which this view is built contains the security mappings and should be protected accordingly. However, it must be accessible to members of the Administrator site group for SharePoint Portal Server.
For example, your Lotus Notes administrator can create a database with a view named NotesToWindows with two columns: NotesID and WindowsID. The NotesID column contains the Notes user name, and the WindowsID column contains the Windows Server 2003 user name. When you install the protocol handler, you need to know the name of this view (NotesToWindows) and the two columns (NotesID and WindowsID). You can use any database and server, as long as the user can access them from the Lotus Notes client by using the account and password that you specify when configuring the protocol handler.
Configure the protocol handler
You must run the Lotus Notes Index Setup Wizard to complete this step. Before you run this program, you must know the following:
- Location of the notes.ini file on your SharePoint Portal Server computer You need the full path name (for example, D:\lotus\domino\notes.ini).
- Location of the Notes installation directory on your SharePoint Portal Server computer You need the full path name (for example, D:\lotus\domino\notes).
- Notes user password This password is associated with the default Notes account on the Notes client. The protocol handler uses this password to access the Notes server.
Note You are not required to supply a password if the Notes user does not need a password to access the Notes server from the Notes client installed on the SharePoint Portal Server computer.
If you want SharePoint Portal Server to use the same security settings as the Notes database, you must know this additional information:
- Name of the Notes server that contains the view mapping the Notes user name to the Windows user name.
- Name of the Notes database file that contains the view.
- Name of the view that maps the Notes user names to the Windows user names. In the example from the section "Create a View," the view name is NotesToWindows.
- Name of the columns in the view that map to the Notes and Windows user names. In the example from the section "Create a View," the two columns are NotesID and WindowsID, respectively.
Configure the Lotus Notes protocol handler
- Click Start on the taskbar of the server running SharePoint Portal Server, and then click My Computer.
- In My Computer, navigate to the \Program Files\SharePoint Portal Server\BIN directory.
- Double-click NotesSetup.exe. The Lotus Notes Index Setup Wizard appears.
- Click Next.
- On the Register Lotus Notes For Use With SharePoint Portal Server page:
- Verify the location of the notes.ini file shown in the Location of the notes.ini file box. If you specify the location, you must type the full file path (for example, D:\lotus\domino\notes.ini).
- Verify the location of the Notes installation shown in the Location of the Lotus Notes install directory box. If you specify the location, you must type the full file path (for example, D:\lotus\domino\notes).
- Type the Notes user password in the Password box.
- Type the Notes user password again in the Confirm Password box.
- If you do not want SharePoint Portal Server to use the same security settings as the Notes database, select the Ignore Lotus Notes security while building an index check box and go to step 7.
- Click Next.
- On the Specify Lotus Notes Owner Field to Windows User Name Mapping page:
- Type the name of your Notes server in the Lotus Notes server name box. This is the Notes server that is hosting the view that maps Notes user names to Windows user names.
- Type the Notes database file name in the Lotus Notes database file name box. The database file has an .nsf extension.
- Type the name of the view in the View name box. This is the name of the view that contains the Notes and Windows ID columns.
- Type the name of the Notes ID column in the Lotus Notes field name column title box. This is the title of the column in the view.
- Type the name of the Windows user name column in the Windows user name column title box. This is the title of the column in the view.
- Click Next.
- On the Completing the Lotus Notes Index Setup Wizard page, click Finish.
If the wizard fails for any reason, you must restart the SharePointPSSearch service before attempting to run the wizard again. The wizard displays only one error message for any error in the entries.
Add full control permission to the Lotus Notes installation directory for the SPS_WPG group
- On the taskbar, click Start, and then click My Computer.
- Browse to the installation directory for Lotus Notes.
- Right-click the directory and click Properties.
- On the Notes Properties page, click the Security tab.
- Click Add.
- Type SPS_WPG, and then click OK.
- In Group or user names, click SPS_WPG and then in Permissions for Users, in Full Control, select Allow.
- Click OK.
After you configure the protocol handler, a member of the Administrator site group or a user with the Manage Search right can add a content source for the Lotus Notes database and include it in a content index. The option to add a Lotus Notes content source is available after configuring the Lotus Notes protocol handler on the Add Content Source page. For more information, see Adding a Content Source.
Reconfiguration of the protocol handler is required if the Notes installation changes or if Notes security settings change (for example, if you add, change, or remove user records, or you switch user identifiers). In addition, if you change the security mapping, you must stop and start the SharePointPSSearch service for the changes to be effective. For more information about the security mapping, see the "Prepare Lotus Notes for use with SharePoint Portal Server" section.
The protocol handler provides Number and Text property types and resolves numeric and string types to these two types. When you create a content source for Lotus Notes and map SharePoint Portal Server properties to Notes properties, the property type for each Notes property is displayed. The property type for each SharePoint Portal Server property is not displayed.
Important If you map a number to a string (or a string to a number), no error message appears.
SharePoint Portal Server crawls the Lotus Notes database and includes the content in the content index according to the Notes property types. Queries use the property types from SharePoint Portal Server. If the type has been mismatched, the query returns no results.