Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 2 of 2

I am ready to start the Lotus Notes connector on the SharePoint 2013 Server. In this second of two blog entries, I execute the steps to:

  • Start the Lotus Notes Connector service
  • Register Lotus Notes with the service
  • Setup and start the crawler
  • Setup, start, and configure the metadata service
  • Create a Search Center site
  • Refine the Lotus Notes search results

This is a copy of the blog post that I originally posted here:

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 2 of 2

I continue to follow along the steps as detailed here: http://technet.microsoft.com/en-us/library/jj591606.aspx. However, I depart from the steps and do things a bit differently based on where I ran into problems and fixed them. I document everything in detail.

RHR (2013-05-05): I had to make a few corrections in this blog posting. I corrected the order below. Registering Lotus Notes with the Server has to be completed before starting the Lotus Notes Connector Service.

Register Lotus Notes with the Server

I open Explorer and click through the folders until I get to: C:\Program Files\Microsoft Office Servers\15.0\Bin\1033

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I double-click on the NotesSetup file. The Index Setup Wizard screen appears. I click Next to continue.

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The Register Lotus Notes screen appears. I enter the data as seen below. I enter the password for the Notes ID that I used to run the Lotus Notes client software. I do not check the Ignore Lotus Notes security while building an index checkbox. I click Next to continue.

Location of notes.ini file

C:\Lotus\Notes\notes.ini

Location of Lotus Notes install directory

C:\Lotus\Notes

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The Specify Lotus Notes Owner Field screen appears. I enter the details as seen below. I click Next to continue.

Lotus Notes server name 192.168.1.88
Lotus Notes database file name Mapping.nsf
View name Mappings
Lotus Notes field name column title UserID
Windows user name column title DomainAccount

 

 

 

 

 

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The Completing the Lotus Notes Index Setup Wizard screen appears. I click Finish to continue.

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The Microsoft SharePoint Server Configuration screen appears. The configuration succeeded!

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Start the Lotus Notes Connector Service

Open Central Administration and click on Manage services on server

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Click Start on the Lotus Notes Connector service

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The Lotus Notes connector settings screen appears. I select Create new application pool and enter Contoso Lotus Notes Crawl App Pool. I keep the security account and click Provision.

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The Working on it message appears briefly

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The Services on Server screen appears and the Lotus Notes Connector service has started.

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Setup and Start the Crawler

I return to Central Administration and click on Manage service applications.

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Click on the search service application. I named mine Search Service Application.

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The Search Service Application: Search Administration screen opens.

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Click on Content Sources

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The Search Service Application: Manage Content Sources screen appears. I started some work on crawling HTML files. Maybe I cover that in a future blog entry.

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The Search Service Application: Add Content Source screen appears. I enter Lotus Notes Application as the Name. I select Lotus Notes as the type of content to be crawled.

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I set the Start Addresses to point to the Notes database that I opened earlier. I could add other Notes databases here, too. I also set the Crawl Settings, Crawl Schedules, and Content Source Priority. I click OK to accept the settings and continue.

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The new content source appears in the Manage Content Sources screen.

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Setup, Start, and Configure the Metadata Service

I created a Metadata service while doing some other work. The steps to create one are listed below.

I return to Central Administration and click on Manage service applications.

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Click on New in the top left corner of the screen and Managed Metadata Service.

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The Create New Managed Metadata Service screen appears. I enter a Name and Database Server.

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I scroll down the screen. I select Use existing application pool and keep the remaining settings as is. I click OK to accept the edits and continue.

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The Managed Metadata services now appears in the list.

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I return to Central Administration and click on Manage services on server.

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Click on Start on the Managed Metadata Web Service.

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The service starts shortly afterwards. I return to Central Administration and click on Manage service applications.

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I click on Managed Metadata in the list of service applications.

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I had a problem one time with an error message appearing.

The Managed Metadata Service or Connection is currently not available. The Application Pool or Managed Metadata Web Service may not have been started. Please Contact your Administrator.

I checked that the Contoso App Pool application pool was started in IIS.

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I waited about 20 minutes and the message stopped appearing. I considered doing an IIS Reset; but it was not necessary. The Site Settings: Term Store Management Tool screen appeared.

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The service starts shortly afterwards. I return to Central Administration and click on Manage service applications.

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I click on my Search Service Application service application.

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I then click on Content Sources on the left.

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The Search Service Application: Manage Content Sources screen appears. I click on Lotus Notes Application and then on Start Full Crawl.

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I click OK on the message screen.

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The final status update appears as below after the crawling completes.

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Create a Search Center Site in SharePoint Server 2013

I created a new Search Center site by executing the steps outlined here: http://technet.microsoft.com/en-us/library/hh582314.aspx

Refining the Lotus Notes Search Results

I open my Search Center site at http://server2012sp/sites/SearchCenter. I enter the word sharepoint in the search window and click on the search icon. The search results appear as below. I blanked out the last part of the last names of the authors. Also, you can see that the Notes document UNID is displayed as the document title.

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I found a blog entry (http://blogs.msdn.com/b/opal/archive/2010/02/16/crawl-lotus-domino-with-lotus-notes-connector-in-sharepoint-server-2010.aspx) that described how to replace the document UNID with the document Subject field. The steps to execute were for SharePoint 2010; but I’m going to show the steps for SharePoint 2013. I suspect that they are virtually the same anyway.

I return to Central Administration and click on Manage service applications.

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I click on my Search Service Application service application. I then click on Search Schema.

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The Search Service Application: Managed Properties screen appears. I click on Categories.

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The Search Service Application: Categories screen appears. I click on Notes.

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I want to use the Subject field for the document title. The Subject field appears to be the best match for the title based on the design of the form. The Subject appears at the top of the Lotus Notes form and a review of the data makes it seem to be the best match. The steps that follow will show how I implement using the Subject field.

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The Search Service Application: Crawled Properties – Notes screen appears. I enter Subject in the Crawled properties field and click on the green arrow box image_thumb[237]. The list of property names is filtered to include only those that contain the term Subject.

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I click on OriginalSubject and then click on Edit/Map Property.

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The Search Service Application: Edit Crawled Property: Subject screen appears. I can add mappings to the managed property on this screen.

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I click on Add a Mapping. The Managed property selection screen appears. I scroll down the Select a managed property and select Title(text).

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I click OK at the bottom of the screen (scrolling down a bit). Title(text) appears in the mapping list.

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I click OK to close the Search Service Application: Edit Crawled Property: Subject screen. I am returned to the Search Service Application: Crawled Properties – Notes screen appears. I enter Subject in the Crawled properties field and click on the green arrow box image_thumb[249]. The list of property names is filtered to include only those that contain the term Subject. I can see that Title is listed in the Mapped To Property column for Subject.

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I click on Title. The Search Service Application: Edit Managed Property – Title screen appears.

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I scroll down to the Mappings to crawled properties section and select Subject in the list.

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I click on Move Up to move Subject to the top of the list. By moving Subject to the top, I am making sure that it is the first to be picked up and mapped to the Title. Otherwise, the document UNID will be displayed. I click OK to accept the changes and close the screen.

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I click on Content Sources on the left side.

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The Search Service Application: Manage Content Sources screen appears. I click on Lotus Notes Forum and then click on Start Full Crawl.

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I click on OK on the confirmation prompt.

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The crawling starts.

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The crawling completed after almost 14 minutes.

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I open my Search Center site at http://server2012sp/sites/SearchCenter. I enter the word sharepoint in the search window and click on the search icon. One of the search results appear as below. You can see that the Notes document Subject is displayed as the document title.

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I have to add a Server Name Mapping for my Domino server. My Domino server uses port 8080 instead of port 80. I click on Server Name Mappings in the Search Service Application screen.

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The Search Service Application: Server Name Mappings screen appears. I click on New Mapping.

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The Search Service Application: Add Server Name Mappings screen appears. I add the name mapping as it appears below. I click OK to continue.

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The mapping is displayed on the screen.

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I run another full crawl on the Lotus Notes Application content source. I refresh the Search Results screen and the correct port number appears in the URL.

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I click on the search result and the web page opens as expected.

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I have an idea about building a search drive solution using the data stored in Lotus Notes databases. I saw some interesting solutions by a few SharePoint MVPs.

For now, this concludes my blog entry on installing and configuring the Lotus Notes Connector for SharePoint 2013. I hope that you found it helpful. You can read my other blog entries on how I installed and configured my SharePoint 2013 server environment.

 

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 1 of 2

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 2 of 2

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 1 of 2

I am involved with Lotus Notes application migrations to SharePoint from time to time. I am looking for a solution that can keep some legacy Lotus Notes applications in place; but provide search capabilities to the legacy data to SharePoint 2013 users. This could be a very practical and cost-effective business solution to customers.

This is a copy of the blog post that I originally posted here:

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server- Part 1 of 2

I want to crawl a Notes database with SharePoint 2013 Search. As part of that effort, I need to install the Lotus Notes client and connector on the SharePoint 2013 Server. But there are a number of steps that I need to execute first. I follow along the steps as detailed here: http://technet.microsoft.com/en-us/library/jj591606.aspx. However, I depart from the steps and do things a bit differently based on where I ran into problems and fixed them. I document everything in detail.

In this first of two blogs, I execute the steps to:

  • install and configure the Lotus Notes client software
  • grant access privileges to the Notes \ data folder
  • install the Notes C++ API
  • create the Mappings database
  • add a user account mapping to the Mappings database

I am logged onto my SharePoint 2013 Server with the SP_Install user account. The SP_Install user account is a member of the Administrators group on this server.

Installing the Lotus Notes Client Software

I am installing the 32-bit version of Lotus Notes R8.5 on my SharePoint 2013 server. I will only install the client and not the Designer or Administrator software. I would typically recommend against ever installing such software on a server. But I don’t have access to a third party connector (e.g. BA-Insight). I have installed Lotus Notes client software more than a hundred of times already. I will touch on the key points.

I double-click on the installation file.

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I click Yes on the User Account Control window.

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I change the file path in the InstallShield Wizard and click Next

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The files are extracted and the installation process begins. The Install Wizard screen appears. I click Next to continue.

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I accept the terms in the License Agreement screen and click Next to continue.

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I enter generic text in the Customer Information screen and click Next to continue.

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I keep the selections in the Installation Path Selection screen and click Next to continue. I actually tried it with the default file paths first and everything worked until I got to the last step of the Lotus Notes Index Setup Wizard. I could not complete the step. But simplifying the default file paths made it work.

Program Files C:\Lotus\Notes\
Data Files C:\Lotus\Notes\Data\

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I modify the settings in the Custom Setup screen as seen below. I do not select the Domino Designer or the Sametime Client to be installed since I already have it installed on another virtual machine. I really do not want them installed on a server anyway. I click Next to continue.

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I deselect all of the options on the Ready to Install the Program and click Install to continue.

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The Install Wizard continues to install until the Install Wizard Completed screen appears. I click Finish.

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Grant Permissions on the Data Folder

I open Explorer to the Notes data folder.

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Right-click on the data folder and click on Properties.

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Click on the Security tab on the Properties window.

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Click on the Edit button.

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The Permissions for Data screen appears. Click on Add…

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The Select Users screen appears. Change the location to the local server and enter WSS_WPG into the object names field and click Check Names.

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The group name should resolve correctly. Click OK to accept and continue.

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The WSS_WPG group should appear in the security list. Click the Allow checkbox on Full control under permissions. Click OK to accept the changes and continue.

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The WSS_WPG group appears in the Security list in the Data Properties screen. Full Control permissions are granted. Click Close to close the screen.

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Install Lotus C++ API

I downloaded the Lotus C++ API from here: https://www14.software.ibm.com/webapp/iwm/web/reg/download.do?source=ESD-SUPPORT&S_PKG=CR3DNNA&S_TACT=104CBW71&lang=en_US&cp=UTF-8

I chose the Release 3.0 for Windows file.

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I executed the c55svna.exe file on the SharePoint 2013 server where the Lotus Notes client will be installed. I clicked on Run in the Open File – Security Warning screen.

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The Lotus C++ API screen appeared. I clicked Finish to continue.

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I clicked Yes on the Create directory screen.

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I clicked OK on the Extraction completed screen.

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Copy the lcppn30.dll file from the C:\notescpp\lib\mswin32 folder to the C:\Program Files\Microsoft Office Servers\15.0\Bin folder.

RHR (2012-05-05): I fixed a typo below. I referenced the wrong Lotus Notes folder to copy to.

Copy the lcppn30.dll file from the C:\notescpp\lib\mswin32 folder to the C:\Lotus\Notes folder.

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Update the Path Environmental Variable

I am not convinced that I need to update the Path Environmental Variable; but it has solved problems for me in the past when I use the Lotus C++ API from IBM.

I open Explorer and right-click on Computer. I click on the Properties option on the menu.

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The System Properties screen appears. I click on the Advanced tab.

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RHR (2012-05-05): The Control Panel \ System and Security \ System screen may appear. If it does, click on Advanced system settings next.

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Click on Environment Variables and scroll down in the System Variables and select Path.

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Click on Edit and the Edit System Variable screen appears. Append the following text to the end of the Variable value field. Then click OK to accept the change and continue.

;C:\Lotus\Notes;C:\notescpp\lib\mswin32

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Click OK on the Environment Variables screen.

Click OK on the System Properties screen.

Configure the Lotus Notes Client Application

I confirm that my Domino server is running on another virtual machine. The server name is Litwaredemo/litwareinc  and the IP address is 192.168.1.88. The Lotus Notes ID that I plan to use is a member of the applicable administrators groups on the Domino server.

I click the Windows Start button on my keyboard and then click on the Lotus Notes 8.5 icon on the workspace.

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The Client Configuration screen appears and I click Next to continue.

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The Client Configuration screen appears and I enter the details as seen below. I click Next to continue.

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The Client Configuration screen opens. Click Next to continue.

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The Domino Server Network Information screen appears. I enter the settings as seen below and click Next to continue.

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The Notes ID File screen appears. I browse to where my Notes ID is stored and click Next to continue.

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I click Yes in the IBM Lotus Notes screen that appears. I do want my Notes ID file copied to the data directory.

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I enter the password in the Lotus Notes password screen and click Log In to continue.

Note: Never create this Notes ID without a password! Anyone with access to the SharePoint server could then gain full access to the databases on the Domino server.

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The Lotus Notes client successfully connects to the Domino server.

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The Client Configuration screen appears. I leave the settings as is and click Next to continue.

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Another prompt appears. I check the checkbox in the bottom of the prompt and click No to continue.

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The Lotus Notes 8.5 Getting Started workspace appears.

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I keep the Lotus Notes client running in preparation for the next steps.

Verify Access to the Lotus Domino Database that You Want to Crawl

I click on File \ Open \ Lotus Notes Application on the menu bar.

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The Open Application screen appears. I select my Domino Server (LITWAREDEMO/litwareinc) in the drop down list and click through the folder structure until I see the database that I am looking for. I select it and click Open.

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I wait for the Lotus Notes database to open. A Create Cross Certificate prompt appears and I click Yes to accept it.

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The About Database document document appears in the workspace. I click the small x on the tab to close it.

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The database opens in the workspace. It is opened to the default view named Threaded.

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I also see a message in the view. The message indicates that the view is still being updated.

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Eventually, the view completes updating and displays data.

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I can test access to more Notes databases if I want to. I close the Lotus Notes client software after I completed testing. I click on the X in top right hand corner.

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I click Yes to exit from Notes when prompted.

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Create the Lotus Notes Mappings Database

I created the Mappings database on another virtual machine where I have the Lotus Notes Designer client installed. I opened the Lotus Notes Designer client and created a Notes database and named it “Mappings”. I then created a new form named “Mapping”. I added two fields and some labels as seen below.

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I did change the Window Title of the form to “Mapping”.

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I created a view named “Mappings”. The View Selection formula is: SELECT Form="Mapping". I add a column for each field. I sort the first column in ascending order. The view design appears as below:

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I removed the default view that came with the design. Only the Mappings view appears in the view design list now.

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Add User Accounts to the Mappings Database

I open the Mappings database in the Lotus Notes client and click on Create \ Mapping.

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A blank Notes document appears as below:

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I enter the names as below to create a new mapping.

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Lotus Notes User ID: LitwareInc\System Administrator
Windows User:

contoso\Admin

I click on the save icon image and then close the document by clicking on File \ Close.

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The new document appears in the Mappings view.

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I close the Notes client on my virtual machine. I copy the Mappings database file from my Notes \ data folder to a shared folder. I then copy the file from the shared folder to the lotus \ Domino \ data folder on the Domino server. Not to the Notes client on the SharePoint server!

Restart the Server

I have the Search components installed on my SharePoint 2013 server. I have to restart the server before proceeding with the next steps.

This concludes part 1 of 2 of my blog entries on installing and configuring the Lotus Notes Connector for SharePoint 2013. I hope that you found it helpful. Part 2 will provide the steps to complete everything to the point where you can get search results from your Notes databases. You can read my other blog entries on how I installed and configured my SharePoint 2013 server environment.

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 1 of 2

Installing and Configuring the Lotus Notes Connector for SharePoint 2013 Server: Part 2 of 2