IBM Notes Connector Deployment Overview

The following procedure outlines the steps needed to deploy the IBM Notes connector. The steps indicate the order in which you must perform configuration tasks on both IBM Notes (Domino) and Coveo servers.

To deploy the IBM Notes connector

1. Validate that your environment meets the requirements (see IBM Notes Connector Requirements).

2. Once IBM Notes Client is configured, open one database (which has the .nsf extension) stored on the targeted Domino server. Otherwise, the crawler will not be able to crawl anything. This critical step allows the Notes Client to configure your notes.ini so that the Notes API loads properly.

3. Create an IBM (Lotus) Notes user with the Reader Access

   Before using the connector, an IBM Notes user must be configured with the Reader Access to all IBM Notes content that you wish to index.
   

4. Copy the user.id and the notes.ini files from the IBM Notes server to the Coveo Master server in the folder of your choice under the index configuration folder ([Index_Path]\Config) because these files are needed by the IBM Notes security provider and the connector.

   Example: D:\CES7\Config\Notes

5. Create a security mapping file (see About the Notes Security Mapping File).

6. On the Coveo server, in the Coveo Administration Tool:

   1. Configure a user identity

      The Coveo connector needs an account to crawl your IBM Notes content. For this purpose, select an existing IBM Notes account or create a new one that has read access to all the content that you want to index (see Adding a User Identity).

   2. Create a security provider

      When you want to index IBM Notes security permissions, you must create a security provider (see Configuring an IBM Notes Security Provider).

   3. Configure and index an IBM Notes source.

      The connector must know details about your IBM Notes instance to be able to index its content (see Configuring and Indexing an IBM Notes Source).

   4. If you encounter issues, verify if modifying the default value of hidden source parameters can help resolve the problems (see Modifying Hidden IBM Notes Source Parameters).