For a Notes admin, sometimes it is crucial to know your audience. There are many ways how Notes clients can be installed and configured. So, unexpected errors and hiccups become probable, which show up at the support desk and keep your staff busy. It would help to limit the range of the options and to prevent potential trouble. Using Notes policies is a way to manage your Notes clients and apply standards. However before deploying new settings, you better know what exactly you need to change. Furthermore how do you know that policies made the change happen? Starting client upgrades to new version requires knowledge about the environment too. BCC solves these problems easily and the best. You don't need to purchase anything; ClientGenie Analyzer Edition is available for free to all conference attendees. So be sure to attend our session and see how you can audit and analyze your Notes client environment with just a few clicks. ClientGenie Analyzer module collects all relevant client information such as operating system information, Notes program and data directory, location and connection documents, replicas and replication settings, notes.ini parameter, database information without any user impact.

1. Client Management
ClientGenie Analyzer:
Free audit tool for your Notes client
environment
Olaf Boerner
Admin2013 hosted by
THE VIEW
Boston, April 17 2013

2. Client Management
Audit your Notes clients ?
What is IBM doing ?

3. Client Management
Analyzing Notes Client: Standard
Notes Client is providing some information via
AdminP request during login
AdminP is adding information to personal
document
• Lotus Notes Client Version / Build
• Lotus Notes Platform
• Notes client machine name
View  by Client Version
Demo

4. Client Management
WHY DO YOU NEED MORE DETAILED
INFORMATION ?

5. Client Management
Why ?
Ensure
standards
Implement
changes
Prevent
problems

6. Client Management
Ensure Standards
Notes Client 8.5.3 FP3 ?
Standard Program directory ?
Everybody is using same notes data dir ?
Notes.ini is located in notes data ?
Cache.ndk is locted in c:/temp ?
Window Version – SP or build

7. Client Management
Typical Changes
Upgrading Notes Client to new version
Exchanging Hardware -> User receives a new laptop
Browser as your new standard mail client
Server consolidation (Move 4 to 1)
Typical questions
• What local databases does your user have ?
• Size of notes data directory ?
• Where is the notes.ini file ?
• Who has database links to SRV 1-4 on his desktop

8. Client Management
Notes Client Management Cycle
Lotus Policies
Scripting
ClientGenie

9. Client Management
ClientGenie Analyzer
provides help 

10. Client Management
ClientGenie:
Short Introduction

11. Client Management
ClientClient Management Modules

12. Client Management
ClientGenie: Configuration Management

13. Client Management
ClientGenie – Features

14. Client Management
ClientGenie Projects

15. Client Management
ClientGenie Architecture
Domino Server:
• 2 Databases
• ClientGenie Configuration
• ClientGenie Inventory
Notes Client
• Clientgenie.dll on every machine
• Lotus Notes Program directory
• Lotus Notes Data directory
• Notes.ini entry:
• extmgr_addin: clientgenie.dll

16. Client Management
ClientGenie Inventory Database
Inventory Database on Domino
Server
Person document
• for each user or
• for each user‘s machine
All information is stored in Notes
documents
Analyze your data with default
views

17. Client Management
How does ClientGenie analyzing your
Notes Clients ?

18. Client Management
ClientGenie: Points of Control

19. Client Management
ClientGenie: Points of Control
ClientGenie Analyzer

20. Client Management
ClientGenie Analyzer
Module

21. Client Management
What information can be monitored ?
Hardware
•Computer Type
•Bios,
•Harddisk
•CPU, RAM
OS
•Version
•Computername
•OS Username
Notes Client
•Version, Type
•Program path
•Data path
Notes.ini
entries
pNAB
•Location
•Connection
•Policies
Local
Databases
•Filesnames
• Size

22. Client Management
Analyze with Views

23. Client Management
ClientGenie Dashboard

24. Client Management
Analyze with WebDashboard

25. Client Management
Demo

26. Client Management
Best practices analyzing Notes Client

27. Client Management
BP: Standardize notes data path
Ensure that all users are using standard data
path
Why ?
• Upgrade local databases
• Change single user to multi user
• Ensure that changes will apply to users
You also might be interested to
• Check directory size
• List all files in your local directory

28. Client Management
BP: Monitor notes.ini entries
You want to set Notes.ini entries
• Desktop Policy

29. Client Management
BP: Monitor notes.ini entries
Monitoring Notes.ini entries
• ClientGenie will report all notes.ini entries
• Notes.ini entries will be sorted in a view
Check which Notes users / clients has which
notes.ini entries

30. Client Management
Best practices: Policy Management
Policies are mandatory for using ID Vault and
applying security settings
How it works ?
• Create Policy and Setting Documents in Domino
Directory
• Assign to user (Explicit, Organizational)
• User is authenticating with Domino server
• Notes Client is “downloading” policy setting and
creating documents in pnab (hidden view ($Policies)
• Notes client is assigning settings regarding policies

31. Client Management
Best practices: Policy Management
Troubleshooting ?
20% of all clients to not have current policies in
their local nab
How do I know? My personal experience
ClientGenie Analyzer can help 
• Collecting policy document in local nab
• Storage in central inventory

32. Client Management
How to install ClientGenie ?

33. Client Management
ClientGenie Server Installation
Domino Server:
• 2 Databases
• ClientGenie Configuration
• ClientGenie Inventory
Databases can be copied to any server
Databases can replicate to servers in different
locations

34. Client Management
ClientGenie Client Installation
Clientgenie.dll must be copied to every machine
• Program directory
• Notes data directory
Options
• Software distribution tools like SMS, NetInstall ...
• Copy script during windows network login
• ClientGenie installation mail
Add clientgenie.dll to notes.ini

35. Client Management
How to add extmgr_addin entry
Desktop Settings

36. Client Management
Get you ClientGenie Analyzer Edition
www.clientgenie.com/analyzer