Redbooks Paper
Heiko Mueller
William Tworek
Going Mobile with Lotus Instant
Messaging (Sametime) Everyplace
In this Redpaper we introduce Lotus® Instant Messaging (Sametime®)
Everyplace®, which is an add-on product from IBM® that enables mobile devices
like mobile phones with microbrowsers or Personal Digital Assistants (PDAs) to
be part of your Lotus Instant Messaging (Sametime) community.
The following topics are discussed and described in this paper:
򐂰 What is Sametime Everyplace (STEP)
򐂰 How Sametime Everyplace works
򐂰 Infrastructure considerations for STEP
򐂰 Installing Sametime Everyplace
򐂰 STEP configuration and administration
򐂰 Mobile client options
© Copyright IBM Corp. 2004. All rights reserved.
ibm.com/redbooks
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What is Sametime Everyplace
Sametime Everyplace (STEP) extends your Sametime infrastructure to support
mobile devices. Mobile users can use the real-time collaboration features of
Sametime Instant Messaging and communicate with colleagues. Office users
can see the presence awareness of their mobile colleagues and can send instant
messages to them.
Sametime Everyplace includes the following components:
򐂰 STMicrobrowser
This is the core component of STEP. It includes configuration files for mobile
devices. It requires Domino™ 6.
򐂰 STMobile
This component extends a Sametime server to support PDAs such as Pocket
PC, Palm and Java™ devices.
򐂰 STMux
This multiplexer works in conjunction with STMobile. It routes Sametime
messages between different clients.
򐂰 DESMS
Domino Everyplace Short Message Service, or DESMS, is an optional
component that works together with STEP to send and receive short
messages.
򐂰 Clients:
WAP-based microbrowser devices
Java devices (MIDP)
Palm OS
Pocket PC
How Sametime Everyplace works
Sametime Everyplace is a Java servlet that is installed on a Domino server and
uses the Domino HTTP server task.
You access STEP via the WAP (that is, wireless application protocol) browser or
Sametime clients on your mobile devices. For WAP users, a bookmark points to
the server where Sametime Everyplace resides. You log in to Sametime using
the user names and passwords used for your regular Sametime login.
With STEP, you can chat with any user or group that is listed in your contact list
and that is active in Sametime. Any user listed in your organization's directory
can be included in your contact list.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
If a mobile user is logged in to Sametime but not currently using the WAP
browser, another mobile user can send that user a notification, if Domino
Everyplace SMS (DESMS) is installed. If the user is not logged in to Sametime or
is not a Sametime user, a mobile user can send that user e-mail.
The Sametime Everyplace Administration database stwapadm.nsf stores a
default User Profile information for each mobile user. The User Profile is created
by the administrator, or is created automatically the first time a user logs in to
STEP from a mobile device.
The User Profile holds all of the configuration and preference information for a
STEP user. A user can use a WAP device or a Web browser to modify the
defaults in the User Profile. To use a Web browser to access a User Profile, the
user must enter the URL for the Domino server containing Sametime Everyplace,
for example, http://<stepserver>/stwapadm.nsf).
Sametime Everyplace supports single sign-on with WebSphere™ Everyplace
Access, the overall mobile enablement platform from IBM. For further details,
refer to WebSphere Everyplace Access documentation or to the following site:
http://www.ibm.com/pvc
Infrastructure considerations for STEP
As mentioned earlier, STEP contains many components with different
functionality. The components can be installed and combined in different ways,
depending on the installed infrastructure and planned functionality.
In this section, we show some of the ways you can implement STEP in a
Sametime environment. For more detailed information, refer to Sametime
Everyplace documentation.
Planning the Sametime Everyplace deployment
STEP works with many mobile devices that use a service provider to connect to
the Web and then to the STEP server. For example, using a WAP device, you set
a bookmark to connect to the STEP server. When you connect to the STEP
server, the server makes a call to Sametime to authenticate you. The Sametime
server uses two databases, the Secrets database (STAUTHS.NSF) and the
Tokens database (STAUTHT.NSF), to authenticate STEP and Sametime users.
To work properly, STEP must have access to your organization's directory to look
up Sametime users. STEP must be able to route e-mail to and from your
organization's mail files properly. Also, if you are using an SMS server, STEP
must be able to route mail to and from the DESMS server.
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Where to install STEP server components
STEP server components can be installed on the same machine as the rest of
your Sametime capabilities, in a Sametime Server 3.x “all-in-one-configuration”,
or it can be installed on a different server that is dedicated to mobile access.
Regardless of the kind of installation you choose, the same STEP server
components must be reachable from the Internet.
To secure STEP for such Internet access, you can put the server components
into the DMZ between two firewalls; see Figure 1. Extra security can be
implemented by using products such as IBM WebSphere Everyplace Connection
Manager (WECM), which includes Virtual Private Network (VPN) clients for
mobile devices.
For more detailed information about WebSphere Everyplace Connections
Manager, refer to:
http://www-3.ibm.com/software/pervasive/products/index.shtml
You can set up transport encryption like WTLS for WAP devices to secure your
data.
Inside Firewall
DMZ
("demilitarized zone")
Outside Firewall
WAP
Sametime
Server
Mobile
Preferences
Sametime
Microbrowser
Scheduled
Login
SMS/SMTP
Gateway
Pagers/Phones/PDA
SMS
SMTP
ST Mobile
SA
Community
Multiplexer
Figure 1 Sametime Everyplace Components in a DMZ (simplified)
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Clients
ST
Mobile
MIDP
Palm
PPC
To implement STEP in a DMZ/secure environment, you must observe the
following restrictions:
򐂰 Access STMicrobrowser from the Web.
The service must accessible through HTTP port 80 or HTTPS (SSL) port 443.
򐂰 STMicrobrowser must have access to the Sametime server.
STMicrobrowser connects to the Sametime server through port 1352.
򐂰 STMux must be accessible from the Web using the Sametime client port.
By default, the Sametime client port is 1533, although it can be reconfigured
to listen on a different port (that is, tunneling over HTTP). For more
information regarding HTTP tunneling in Sametime, refer to Sametime server
documentation.
򐂰 STMux, STMobile and STMicroBrowser must connect using a direct socket
connection to the Sametime server on port 1516.
This is the only port that the Sametime server allows server applications to
connect to.
򐂰 Include Domino Everyplace SMS (optional).
STMicrobrowser must be able to route mail to and from Domino Everyplace
SMS (optional) and the rest of your organization.
Note: Sametime communication on port 1516 is encrypted using RC2
encryption with 64-bit blocks and 128-bit keys. The encryption for chat is done
end-to-end, between two or more users, using RC2 with a 128-bit key. This
encryption is not configurable; it is done by default.
All Sametime 3.0 server-to-server communication is RC2 128-bit encrypted.
In general, there are several installation options for these components:
򐂰 Install STMicrobrowser on a different server than Sametime.
You choose this kind of setup to integrate STEP into a Sametime 3.0
infrastructure. STMicrobrowser must be installed on a Domino 6 server, which
is not supported with Sametime 3.0 (Sametime 3.1 is required for Domino 6
support).
In order to make this configuration work, you must create local replicas of the
Sametime Secrets database stauths.nsf and Tokens database stautht.nsf on
the STEP server, and add the IP address of the server where you are
installing to the list of trusted IP addresses in the Sametime Configuration
database stconfig.nsf.
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򐂰 Installing STMobile on a Sametime server.
If you want to install STMobile on a Sametime 3.0 server, you must also install
STMux on this machine.
Note: This is not necessary when using Sametime 3.1.
򐂰 Installing STMobile and STMux on a different server.
If you are installing these components on a separate server, you must add the
IP address of that server to the list of trusted IP addresses in the Sametime
Configuration database stconfig.nsf on the Sametime server(s).
򐂰 Integrating STEP with Domino Everyplace SMS.
You must install Domino Everyplace SMS (DESMS) if you want Sametime
users to be able to send notifications to mobile users who are not actively
using their WAP devices. DESMS and STEP must route mail back and forth
to one another. For more information, refer to the product documentation.
Note: If you set up STMicrobrowser in a demilitarized zone, users can use a
Web browser to log in and edit their User Profiles, but they cannot edit their
Contact and Privacy lists because the applets need access to the Sametime
server on port 1533 and that port may not be open in the firewall.
In this case, users can use a Web browser within the firewall or a mobile
phone or PDA to edit Contact and Privacy lists.
Single-server configuration
A single-server configuration needs a Sametime 3.1 infrastructure because
STEP needs to be installed on top of Domino 6, see Figure 2 on page 7. That
means that the Sametime server on which you add the STEP components must
be version 3.1, as only version 3.1+ of Sametime supports Domino 6. Other
Sametime servers in your community can be still version 3 or even 2.5.
Optionally, Domino Everyplace SMS can also be installed on this same single
machine.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Sametime Server 3.1 &
Sametime Everyplace
Sametime
Server
STEP
Server
&
STMobile
SA
Clients
WAP
43
or 4
*80
*1533
STMobile
Palm OS
Pocket PC
Java (MIDP)
* used Ports
Domino
Figure 2 Sametime Everyplace without DESMS as all-in-one installation
However, be aware that with this configuration, clients can reach all STEP
components. In this configuration, you must either put the entire Sametime
server in the DMZ, or directly expose it on the Internet. Thus, in most cases a
multi-server configuration/deployment of STEP is recommended.
Multi-server configuration
When you choose a multi-server configuration, you separate the STEP
components installation from the Sametime server. The easiest “split” is a
two-machine configuration, but you can also spread the components over more
machines.
You can use a multi-server configuration to do the following:
򐂰 Integrate STEP in a Sametime 3 infrastructure.
STEP must be separately installed from Sametime 3, on another server. You
can install STMobile on a Sametime 3 server.
򐂰 Put some of the STEP components in a DMZ.
By using a split configuration you can deploy only the STEP components in a
DMZ, to make them accessible to mobile devices; see Figure 3 on page 8.
This way, you do not deploy the entire Sametime server in the DMZ, which is
more secure.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
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Inside Firewall
DMZ
Sametime
Server
*1516 & 1533
STEP
Server
STMobile
STMobile
SA
SA
*1516
Community
Mutiplexer
Domino
Domino
Clients outside Firewall
*80 or 443
*1533
STMobile
WAP
Palm OS
Pocket PC
Java (MIDP)
Domino
*389
* used Ports
LDAP
Directory
Figure 3 Example of a split configuration using LDAP
򐂰 Load balance.
If you have many mobile users, you can spread the load and the additional
components will not influence the Sametime server.
Installing Sametime Everyplace
In this section we describe the setup of an “example” Sametime Everyplace
server in an single-server installation, as described in “Single-server
configuration” on page 6. Domino Everyplace SMS will not be part of this
example installation.
To start, we install all components on top of a standard Sametime 3.1 installation
which uses IBM Directory Server 4.1 as an LDAP-based authentication directory.
Server requirements
Sametime Everyplace and Domino Everyplace SMS is only available for the
Microsoft® Windows® Operating System.
Because we install STEP on top of an existing Sametime server, the
requirements are the same as for the Sametime server, as follows:
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
CPU: Pentium® II 400MHz (or higher)
Operating system: Windows® 2000 with Service Pack 3
Domino Server: Domino 6.0.2 CF1
Memory: 1 GB RAM recommended; 512MB minimum
Disk space: 500 MB minimum
Swap space: 64 MB
Browser: Microsoft Internet Explorer 5.5 SP1, 6.0 SP1 or Netscape 7
Network software: TCP/IP network software installed
Important: For all regions except Japan, the first release of Notes/Domino
6.0.2 is 6.0.2 CF1.
Before installing
You must complete the following tasks before running the Sametime Everyplace
installation program:
1. Create a new user and Internet password entry in the Sametime server’s
address book or the LDAP directory utilized by Sametime. This new account
will be used by the Sametime Everyplace servlet to log into Sametime.
At a later point, you will also enter this user name and password in the Global
Settings section of the Sametime Everyplace Administrator’s database.
2. Create the Wireless Admin and Wireless Users groups in the Domino
Directory on the Sametime Everyplace server. The groups should contain
users from the Sametime server’s address book.
– The Wireless Admin group should contain all users to whom you want to
give administrator privileges on the Sametime Everyplace server.
– The Wireless Users group should contain all users to whom you want to
give mobile access.
3. Add the System Administrator and the server to the Wireless Admin group.
4. Shut down your Sametime server before starting any installation process.
5. If you plan to use Domino Everyplace SMS, install it now. (In this example, we
will not be installing DESMS,)
Install STMicrobrowser components (STEP core)
STMicrobrowser is the core component of STEP; it includes the administration
database, downloadable clients, and online help.
To install STMicrobrowser from the Sametime Everyplace CD, go to the folder
STMicrobrowser and start setup.exe; you will see the screen shown in Figure 4
on page 10.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
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Figure 4 Installation of STMicrobrowser
Click Next>, which brings you to the screen shown in Figure 5 on page 11.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Figure 5 STEP product check
As mentioned, STEP needs to have Domino 6 installed locally, and also needs
access to a Sametime 3.0+ server. In a single-server install, Sametime 3.1+ is
needed, as this is the only version of Sametime supported on Domino 6+.
If you want to include Domino Everyplace SMS, you need version 6.0a or higher.
The setup program prompts you to verify if all the required products needed for
STEP are installed. DESMS is optional.
Click Yes to proceed with the installation; you get to the screen shown in Figure 6
on page 12.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
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Figure 6 Selecting path of Domino configuration file notes.ini
Sametime Everyplace needs the configuration file notes.ini of your Domino
server.
Note: Be sure that the file specified is the correct notes.ini file, especially when a
Lotus Notes® client is also installed on the same machine.
If this is not the location of the file, correct it and then click Next>; you’ll get to the
screen shown in Figure 7 on page 13.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Figure 7 Review of the STEP configuration settings
Before the setup program copies the files to your server, you will be shown a
screen listing a summary of the installation tasks. Review these settings, and if
necessary, you can use <Back to go back and make changes.
Click Next> to start copying the files. After all of the files have been copied, the
installation of STMicrobrowser is complete.
If you need to install STMobile, follow the directions in the next section.
If you do not need to install STMobile, skip the next section and go directly to
“STEP configuration and administration” on page 18.
STMobile - service for PDA clients
You only need to install STMobile if you plan to deploy Personal Digital Assistants
(PDAs) with Sametime clients like Pocket PC, Palm OS or Java (MIDP) devices.
STMobile can be found on the Sametime Everyplace CD in the folder STMobile.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
13
Start setup.exe from this folder to begin installation process; you will receive the
Welcome screen shown in Figure 8.
Figure 8 Install STMobile - the mobile extension for Sametime
Click Next>; you will get to the screen shown in Figure 9 on page 15.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Figure 9 Installation parameter for STMobile
The installation process of STMobile searches for existing software modules and
displays the result. Read the information to verify that it is correct and then click
Next>.
The installation process copies the needed files to your disk, and you will be
presented with the screen shown in Figure 10 on page 16.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
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Figure 10 Installation is complete
The installation of STMobile is done. You will now find an additional entry
showing STMobile under the Windows services, as shown in Figure 11.
Figure 11 STMobile service
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
The services.ini file in the Sametime program folder is also updated through this
installation, as shown in Example 1.
Example 1 Updated services.ini file
[Services]
Service1=Lotus Domino Server (LotusDominoData)
service101=ST Community Launch
service102=ST Community
service103=ST Mux
service104=ST BuddyList
service105=ST Conference
service106=ST OnlineDir
service107=ST Users
service108=ST Configuration
service109=ST Directory
service110=ST Logger
service111=ST Places
service112=ST Chat Logging
service113=ST Polling
service114=ST Links
service115=ST Resolve
service116=ST User Storage
service117=ST Privacy
service118=ST Admin Service
service119=ST SIP Gateway
service301=Sametime Meeting Server
service151=Sametime Server
service131=ST Mobile
You must reboot your Sametime server in order to bring up the installed services.
Configuring and administering STMobile
The following notes will help you set up and run the STMobile application.
򐂰 Verify that STMobile is running
To verify that STMobile is running, open the trace file STMOBILE.LOG and
look for the message: started, along with a time stamp.
򐂰 Create, delete, and modify STMobile settings as needed
All settings that you can change for STMobile SA are in the [STMobile]
section in the sametime.ini file.
򐂰 Check access control settings
In the [STMobile] section of the sametime.ini file, the setting
STMOBILE_ACL_GROUP contains the default group SametimeMobileUsers.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
17
You can change this group name to any name you want to use and that lists
the names of mobile users who have Java-enabled devices.
STMobile logs in to the server and gets the users listed in this group. When a
client tries to log in, STMobile resolves the user's name and searches the
allowed list for the user ID. If the user exists, STMobile performs the log-in
request. Otherwise, STMobile sends a LoggedOut event message to the
client.
򐂰 Security setting for log-in attempts
STMobile counts the log-in attempts on any given user account. If the count
exceeds the specified limit, the user is blocked from logging in for the
specified amount of time.
To customize this configuration, edit these settings in the sametime.ini file:
STMOBILE_LOGIN_MAXTRYS and STMOBILE_LOGIN_BLOCKTIME.
Important: If no parameter is set for STMOBILE_ACL_GROUP, or if the group
name is not unique, then STMobile allows all users in the directory to log in.
You can remove the setting STMOBILE_ACL_GROUP from the
SAMETIME.INI file, or you can leave the default setting in the SAMETIME.INI
file and STMobile will work with no ACL support.
STEP configuration and administration
After the installation is finished, you must set up a few additional configuration
settings in the Sametime Everyplace Administrator database stwapadm.nsf,
which is created during the first restart of your server after installation. Use a
Lotus Notes client or the Web browser
http://<servers_dns_name>/stwapadm.nsf to open the database.
You need to set up the following:
1. General configuration settings
These are general settings to make the system get up and running. You need
to have administration rights to the Sametime server in order to change these
settings.
2. User settings
These are user-based administration settings used to change the
configuration of user-specific settings. These settings can be changed either
by users or by an administrator on behalf of users.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
General configuration settings
As you open the Sametime Everyplace Administrator database and provide your
login and Internet password, you will be presented the screen shown in
Figure 12.
Figure 12 Sametime Everyplace Administration database
Click Edit global settings to open the global configuration document for the
Sametime Everyplace server. Whenever you save any changes in the global
settings, you have to restart the http task on the Domino server, because this
allows the STEP servlets to reload; see Figure 13.
Figure 13 Restart http message
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Figure 14 Global administration setting of Sametime Everyplace - Part I
The Global Settings screen, shown in Figure 14, allows you to set and maintain
server information and default user settings. The screen is divided into four
sections:
򐂰
򐂰
򐂰
򐂰
General
Security
Default user settings
Bots
The General section contains settings regarding the server; enter the relevant
information into these fields:
򐂰 Sametime Servername (or IP address):
Enter the name or IP address of the Sametime server to which this STEP
server will connect.
򐂰 Sametime Everyplace Servername (or IP address):
Enter the name or IP address of the Sametime Everyplace server (that is, this
server).
򐂰 Maximum log entries:
Enter the maximum number of entries that can appear in the event log. If you
enter zero (0), no logging occurs.
򐂰 Enable automatic logon:
Choose Yes or No. The automatic logon feature enables users to choose
which hours of the day they want to be available through Sametime
Everyplace by automatic logon.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
򐂰 Domino Everyplace SMS server: (optional)
Enter the name of the DESMS server, if applicable.
򐂰 User name:
Enter the user name, created before installation, that will be used by
Sametime Everyplace to log on into the Sametime server. As mentioned in
“Before installing” on page 9, this user must be a member of the Wireless
Admin group.
򐂰 Sametime password:
This is the password of the user mentioned above.
Figure 15 Global administration setting of Sametime Everyplace - Security
The Security section allows you to set options for global server security:
򐂰 Network options
By default, any Web browser can attempt to access the Sametime server. To
control access to the Sametime server, list the IP addresses of gateways that
are allowed or denied access in the fields Permitted gateway IP addresses or
Restricted gateway IP addresses.
If no gateway IP addresses are listed, then all IP addresses have access, by
default.
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21
Note: Use a comma to separate multiple IP addresses. Use an asterisk (*)
for a wild card match; use a question mark (?) for a single character match.
Remember—controlling access by IP address is not a substitute for
authentication!
To provide a wireless network with resilience and bandwidth, some carriers
provide multiple IP gateways on subnets. During a Sametime session, the
carrier might shift the device from one IP gateway to another.
To prevent STEP from rejecting these requests, configure the field Subnet
mask for origin check. You should change this option to allow whatever
flexibility is needed. If necessary, this feature can be disabled altogether by
setting the option to 0.0.0.0
򐂰 Logon parameters
The logon parameters define settings for how user logins are managed and
secured:
– Allow users to specify user name and password in the URL
•
Enter Yes if users must enter a user name and password in the
bookmark URL to access Sametime from a mobile device.
•
Enter No so that the user name and password prompts appear when
the bookmark URL is accessed.
– Number of log-in attempts allowed
There is a default value of three attempts to enter a correct user name and
password. You can change this value or you can delete the value to
disable this feature.
– Lock-out duration
The default value of 180 seconds locks out users who have exceeded the
number of log-in attempts allowed.
򐂰 Devices parameters
When a wireless device user attempts to connect to the Sametime server, the
server checks the Deny Device list. If the device ID or subscriber ID is listed
there, the device is denied access to the server, and the user will repeatedly
get a log-in prompt. If the user is already logged in to the Sametime server
when you edit the Deny Device list, the user will not be denied access until the
current session times out or ends.
Use a Deny Device list for devices that have been lost or stolen and for those
that are no longer used by your company but are still in service.
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You must configure STEP to tell it where to obtain device IDs and subscriber
IDs. Some wireless networks include the information as a parameter in a
URL. Other wireless networks and some wireless devices send the ID in a
device-specific HTTP header.
򐂰 Downloads
You can choose whether or not to display the URL of downloads within this
tab.
Figure 16 Global administration setting of Sametime Everyplace - Default user setting
The Default user setting section contains settings for:
򐂰 Chat window refresh rate:
Enter the number of seconds between refreshes of the chat window.
򐂰 Contact list refresh rate:
Enter the number of seconds between refreshes of the Contact list.
򐂰 Show automatic nicknames:
This option toggles between displaying short names and displaying full
hierarchical names on WAP devices.
򐂰 Show online people only:
– Click Yes to show only those users who are currently online.
– Click No to display all users in the Contact list.
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򐂰 Automatically log on:
– Click Yes to enable automatic log-in.
– Click No to disable this feature.
򐂰 Display groups in contact list:
Click Yes to enable the display of groups.
򐂰 Home URL Link:
In their mobile devices, users will have an option called Go to Portal that takes
them to the configuration database.
Maintaining user profiles
Every STEP user in your organization has a user profile that is stored in the
Sametime Everyplace Administration database stwapadm.nsf. This profile
records configuration information and user preferences.
From the View Users view in the STEP Administration database, you can view all
current STEP users, as well as add, delete, and edit user profiles.
Managing and maintaining devices
Sametime Everyplace is shipped with a huge number of predefined lists of
mobile devices and their characteristics. You can add new devices to the list, or
change their settings.
In the Sametime Everyplace Administrator, shown in Figure 17 on page 25, click
the View devices link in the left frame to add, change or remove devices.
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Figure 17 List of supported microbrowser devices (extract)
User settings
The user profile settings are specific to each individual user, and separate from
the global default user settings. These settings allow a user to set the parameters
for how other users contact them, and for how information is presented in their
mobile device.
Sametime Everyplace users can access their own user profile and change the
settings by pointing their browser to the following URL:
http://<stepserver>/stwapadm.nsf
On a microbrowser device, point to:
http://<ip_address>/servlet/stwap
Figure 18 on page 26 shows a browser view of the personal configuration
settings.
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25
Figure 18 Personal configuration settings - browser view
After logging in, users can do the following:
򐂰 Select their preferred language
򐂰 Edit their profile
򐂰 Logon to Sametime
򐂰 Logoff from Sametime
򐂰 Download a mobile client to install on a PDA
򐂰 Read the documentation
To access the user profile, click the Edit my profile link in the left frame. There are
seven sections in the user profile:
򐂰
򐂰
򐂰
򐂰
򐂰
򐂰
򐂰
26
General
Session
Status display
Contact list
Privacy list
Quick text
Security
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
The default settings are defined by the administrator in the Global Settings view.
Here we provide brief explanations about some of the configuration screens. For
detailed information about all options and features, refer to Sametime Everyplace
product documentation.
General user settings
Figure 19 shows the general view of the user profile.
Figure 19 User profile - general view
򐂰 Mobile phone number:
This is the number that appears automatically in a chat window when a
desktop user tries to contact you and you are logged in through the Automatic
logon feature. Refer to for more information about this feature.
򐂰 Use SMS alias/SMS email address:
Click Yes if you have DESMS installed, and choose the defined SMS alias. If
DESMS is not installed, enter an SMS e-mail address manually.
򐂰 Show automatic nicknames:
You can select how names appears in your mobile buddylist. Click Yes to
display nicknames; click No to display complete user names.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
27
򐂰 Show online people only:
Click Yes to show only those users who are currently online; click No to
display all users in the Contact list.
򐂰 Display groups in contact list:
Click Yes to enable the display of groups.
򐂰 Home URL Link:
When you are online with your mobile devices, you will see the option Go to
Portal, which takes you to the configuration database.
Session settings
These settings contain session-related information; you set parameters for
Timeouts, Automatic Login, and Status Text, as follows:
򐂰 Timeouts
In this section you can set the values for:
– Inactivity timeout: - the interval at which to automatically logout when no
user activity occurs
– Chat window refresh rate: - the interval at which your mobile device polls
for new messages
– Contact list refresh rate: - the interval at which your mobile device polls for
updates to the status of users in your buddy list
򐂰 Automatic Login
This feature allows you to set a schedule for logging in to Sametime
Everyplace. You can be logged on between start and end times for selected
days during the week, provided you are not logged on with the desktop client.
You can enable or disable the automatic login, and set the hours you intend to
be available with your mobile device.
򐂰 Status Text
Here you can define the messages that other people receive when you are
logged in. You can define different messages for each of the three statuses:
Active, Away and Do Not Disturb (DND).
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Figure 20 Personal user settings - Automatic Login
Automatic Login, shown in Figure 20, is a very useful feature; it will automatically
handle your login in defined time periods. For example, if Automatic Login is
configured and you leave your office and log off from your Sametime Connect
client, Automatic Login recognizes that you are no longer online and reconnects
you to the Sametime community as a mobile user. When you come back the to
office and reconnect with your Sametime Connect client, your mobile status will
be “overruled” by the Sametime Connect client.
Restriction: The Automatic Login feature must be enabled through the
Administrator in the General settings view.
Contact list settings
The Contact list is the list of people that you want to contact online. Anyone you
want to maintain contact with online must be a Sametime user and must be on
your Contact list; see Figure 21 on page 30.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
29
Figure 21 Creating online buddy list for microbrowser device
You can manage your Contact list from the applet in the Contact list tab. It is
much easier to do this from the Web, rather than from the mobile device. You
have the following options:
򐂰 Add
Add a new user to your contact list; you can type in the name or search the
directory.
򐂰 Remove
Remove the selected user from your Contact list.
򐂰 Remove All
Clear your Contact list.
򐂰 Sort
򐂰 Sort the user names on your Contact list.
򐂰 Use Connect List
Use the same Contact list as Sametime Connect.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
򐂰 Restore Mobile List
If you select Use Connect List, then you may want to restore an independent
Mobile List.
Privacy settings
As with Contact list settings, there are also settings for privacy when you use a
mobile device. There are four options for privacy:
򐂰 Everybody Can See Me:
If you select this option, there are no restrictions on who can know when you
are online.
򐂰 Nobody Can See Me:
If selected, you are able to contact other people, but other people are not able
to contact you.
򐂰 Contact List Can See Me:
If selected, only users that you add to your Contact list will be able to know
when you are online.
򐂰 Selected Users Can See Me:
If selected, only users that you manually select will be able to know when you
are online.
You will then see a Java applet similar to the “Contact” shown in Figure 21 on
page 30.
Quick text settings
You can define up to 10 quick text messages. Quick text allows you to enter your
most frequently used messages on your mobile device with only one or two
clicks. You can define both the subject and the content of the messages; see
Figure 22 on page 32.
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31
Figure 22 Configuration of personal quick text messages
Mobile client options
For Sametime Everyplace Version 3, there two possibilities of mobile clients, with
different settings and feature sets.
򐂰 WAP-based clients on a microbrowser device:
– WAP 1.1 or higher compatible WAP browser
򐂰 Installed Sametime Connect clients on a PDA:
– Palm 3.5 and higher
Pocket PC 2000, Pocket PC 2002, Pocket PC Phone Edition
Java MIDP 1.0-enabled Smartphones and PDAs
(requires support for 64 Kb applications)
Connecting with a microbrowser device
Before you can you use Sametime Everyplace with your microbrowser device,
you have to configure it. Note that the look and feel of Sametime Everyplace
depends on your device, so the user interface will vary from device to device,
depending on the screen size of the mobile device.
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Configuration
Sametime Everyplace uses the configuration of your microbrowser device. Refer
to the device’s documentation to configure your device for WAP connections. It
might be necessary to add a special configuration profile for Sametime
Everyplace, depending on your infrastructure.
Add http://<ip_address>/servlet/stwap to the bookmarks of your mobile
device. If you have set up a secure connection to your environment, then use
https instead of http in the URL.
Using Sametime Everyplace with a microbrowser device
When you launch Sametime Everyplace (STEP) from a WAP-based mobile
device using the bookmark saved before, the Log-in screen appears
automatically. You are prompted for a user name and Internet password.
After you log in, the Contact list screen appears. The first time you log in to STEP,
you will be prompted to enter default information such as your phone number and
which language to use. We prefer to set up profiles the first time by using a Web
browser.
Figure 23 Online access to Sametime Everyplace - the buddy list
After you are logged in, you will be able to edit your user profile and your buddy
list (for example, add contacts or groups, or change status messages) from your
mobile device. You can also initiate a chat with a person from your buddy list.
Sending instant messages
You can contact anyone on your buddy list, depending on their status:
򐂰 Active user
If the user is active, you can initiate a chat and the user can choose to
respond.
򐂰 Not active
If the user is not online, you can send the user e-mail.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
33
򐂰 Mobile user not active
If the user is mobile but not currently using STEP, the user receives an SMS
message.
After you start a chat with one user, you can invite another user to join you.
To start a chat select a user or group from the buddy list, and press OK.
Select Chat. Enter your message, and press Send. If the recipient responds, you
receive a message. Enter your response, and press Reply. Continue to chat, or
press Options and choose any of these:
򐂰 Review: to redisplay previous messages.
򐂰 Quick Text: to choose a prewritten message and send it.
򐂰 Invite: to invite other people into the chat.
򐂰 Close: to end the chat.
򐂰 Close and save: to end the chat and send a copy of the chat session to your
e-mail.
Figure 24 Sending instant messages on microbrowser device
Figure 24 and Figure 25 show a chat on a device that has a big display and a
touch screen, and which is able to show some options as buttons on the screen.
On devices with smaller screens (non-touch screens), you might need to press a
button to see the options available during a chat session.
Figure 25 Chat window on microbrowser device
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Connecting with a PDA
Enabling a Personal Digital Assistant (PDA) to participate in a Sametime
community using Sametime Everyplace is very similar to enabling a normal
desktop version. You have to install a Sametime Connect client and configure it,
and then you can connect to the STMobile component on your Sametime server.
The user interface may vary, depending on device type.
Installing the “mobile” client on a PDA
If you are using Sametime Everyplace from a client device or from a
Java-enabled device, download the Sametime Everyplace client files for your
particular device type from the Download page of the stwapadm.nsf database.
Enter the following URL in your browser, then sign in:
http:<step_server>/stwapadmin.nsf
Click Download in the left frame and select the appropriate client for your device.
Note: Depending on your device, the Sametime Everyplace client will only be
downloaded to your computer and must be installed through specific software on
the device. Refer to the product documentation for detailed information about
how to install software on your device.
Figure 26 PDA with installed Sametime Everyplace Connect client
After installing the Sametime Everyplace application on your device, you can
launch the application by selecting the Sametime Everyplace icon.
Note: The way to start Sametime Everyplace varies by device. Refer to the
device documentation for more information regarding your device type.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
35
Configuring Sametime Connect on a PDA
Start the Sametime Everyplace Connect client by selecting the icon. If the
program is being started for the first time, a menu appears where you have to
configure the connectivity.
You need to enter the following; refer to Figure 27.
򐂰 Host
Enter the hostname or IP address of the Sametime server where the
STMobile extension is installed.
Note: The hostname will only work when your device is configured to use
DNS services.
򐂰 Community port
Enter the port number for the community services (it is normally 1533).
Figure 27 Sametime Connect configuration
Click OK to store the configuration on your device.
Using Sametime Everyplace on a PDA
After you have configured your device, you will be able to connect to the
Sametime server by entering your name and your password and then selecting
Log On; see Figure 28 on page 37. Select the option Automatically log me on, if
desired.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Figure 28 Sametime Connect client logon screen
Important: You must establish an IP connection to your infrastructure before
you log in.
If you need to reconfigure your device, click Connectivity to change it.
After you successfully log in, your buddy list will appear; see Figure 29.
Figure 29 Sametime Connect client on a PDA
You will now be able to communicate within your community or set your online
status, as shown in Figure 30 on page 38.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
37
Figure 30 Changing online status on STEP client
Figure 31 STEP menu options
Using the Tools menu, you can manage your contacts, add users and groups,
change the appearance of your buddy list, or log off from Sametime. You can
also change some preferences; see Figure 32.
Figure 32 Sametime Connect preferences - PDA
Some preferences (like vibration) are device-specific. Refer to the device
documentation or to Sametime Everyplace help for more information about
preferences.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
Starting a chat from a STEP client device
To start a chat from a STEP client device, select a name from your buddy list.
Select Chat from the main menu. Enter the text you want to send, or choose a
predefined quick text message from the list.
Press Send to open the chat window and send your message. When your chat is
complete, press Close.
Figure 33 Chat window - PDA
As shown in Figure 33, you will see immediately whether the person that you
contacted is responding. You are also able to handle several chats
simultaneously. Select the person you want to chat with from the To: drop-down
list.
Recognizing mobile users from a desktop
Desktop users can recognize mobile STEP users listed in a Sametime Connect
buddy list by the mobile phone symbol next to the online status symbol of such
users; for example, see “William Tworek” in Figure 34 on page 40.
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
39
Figure 34 Sametime Connect with active STEP user
If you open a chat with a non-active STEP user (“Heiko Mueller”), who appears to
be online because the Auto Login feature was used, the chat window shown in
Figure 35 will be appear. The message you see is sent by the STEP server to
inform you that the requested person is not really online.
Figure 35 Chat with non-active STEP user
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
This message can be configured in the user settings in the Sametime Everyplace
Administrator database stwapadm.nsf.
If you send a message to the mobile user, it will be sent as a Short Message
(SMS) if DESMS is integrated in your infrastructure.
If you open a chat with a STEP user (“William Tworek”) who is online with a
connected PDA, you will get a normal chat window, and you can send instant
messages to this user just as with a normal desktop user. The only difference
you’ll notice is the mobile phone symbol in the lower left corner of the chat
window, which shows that you are connected to a mobile user with restricted
functionality.
Figure 36 Chat with PDA user
Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
41
Summary
In this Redpaper we introduced the Sametime Everyplace product, discussed
various deployment options, described a single server installation, and discussed
configuration and general usage aspects. This paper should have served as a
good jump-start into the Sametime Everyplace technology.
For more details on Sametime Everyplace, visit the Sametime Everyplace home
page:
http://www.lotus.com/products/product4.nsf/wdocs/sametimeeveryplacehome
Also visit the IBM pervasive software site:
http://www-306.ibm.com/software/pervasive/index.shtml
For the latest STEP product documentation visit:
http://www-10.lotus.com/ldd/notesua.nsf/find/step
For IBM Redbooks™ covering Lotus Instant Messaging technologies visit:
http://publib-b.boulder.ibm.com/redbooks.nsf/portals/Lotus
The team that wrote this Redpaper
This Redpaper was produced by a team of specialists from around the world
working at the International Technical Support Organization, Cambridge
Massachusetts.
Heiko Mueller is an IBM PreSales IT Specialist working for IBM Germany. His
expertise is in Lotus collaborative technologies, and he is the Lotus mobile &
wireless technology specialist for the IBM Europe central region sales
organization.
William Tworek is a Project Leader with the International Technical Support
Organization, working out of Westford, Massachusetts. He provides
management and technical leadership for projects that produce Redbooks on
various topics involving IBM and Lotus Software technologies.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace
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© Copyright IBM Corp. 2004. All rights reserved.
43
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The following terms are trademarks of the International Business Machines Corporation in the United States,
other countries, or both:
Domino™
Everyplace®
IBM®
iSeries™
Lotus®
Lotus Notes®
Redbooks™
Redbooks (logo)
Sametime®
WebSphere
™
The following terms are trademarks of other companies:
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Other company, product, and service names may be trademarks or service marks of others.
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Going Mobile with Lotus Instant Messaging (Sametime) Everyplace