Configuration worksheets for the Content Collector source systems

Edit online

Use the following planning worksheets to gather the information that you need to configure the Content Collector source systems.

The information in the following planning worksheets is what you must enter when you run the IBM® Content Collector Initial Configuration and configure your source systems.

Lotus Domino configuration

Table 1. Information for configuring a Lotus Domino source system
Information Notes
Lotus® Domino® home server The name of the Lotus Domino mail server. This server is expected to provide a public Names and Address Book that enables resolving names and addresses used in IBM Content Collector.

Example value: myServer/Organization
Administrator ID file and corresponding password

The administrator ID is used by IBM Content Collector to enable the Lotus Domino template and iNotes forms with IBM Content Collector functionality.

Example value: admin.id

Typically located at C:\Lotus\Notes\data\

The user name may contain special characters. However, the file path and the file name of the ID file must consist of ASCII characters only.

The selected ID must have sufficient privileges to change templates. Typically, this means Manager access rights if the template is remote and Designer rights if the template is local.

To enable templates remotely, the administrator ID must be Manager on the mail template, the iNotes (Domino Web Access) template (there is no standalone iNotes template starting with Domino V8), and the forms database.

Regardless of the user ID selected to enable the IBM Content Collector template for iNotes (Domino Web Access), the user must have the following rights:
  • The rights to sign or run unrestricted methods and operations
  • The rights to sign or run restricted LotusScript/Java agents
  • The user needs to be an editor with remove document access at least in order to use the IBM Content Collector functions on iNotes.

The administrator password of the administrator ID that you defined.
Domino connector ID file and corresponding password This user ID is used by IBM Content Collector to access and process the mailboxes and databases.

Example value: iccuser.id

Typically located at C:\Lotus\Notes\data\

The user name may contain special characters. However, the file path and the file name of the ID file must consist of ASCII characters only.

The selected ID must be Editor with the additional rights to :
  • Change and delete documents
  • Create personal folders and views
  • Create shared folders and views
  • Replicate or copy documents

The password of the connector ID that you defined.
Domino TCP/IP version The version of the internet protocol that should be used for connections between IBM Content Collector and the Domino server, IPV4 or IPV6.
Domino template if Domino server is remote
  • The name of the remote Domino server where the Domino templates are located.

    Example value: myServer/Organization

  • The path to the Domino template relative to the Domino data directory on the Domino server.

    Example value: mail85.ntf
Domino template if the Domino server is local The absolute path to the Domino template in the Domino data directory on your local IBM Content Collector server.

Example value: C:\Domino\data\mail85.ntf
iNotes (Domino Web Access) mail template if the Domino server is local The absolute path to the iNotes Domino template in the Domino data directory on your local IBM Content Collector server.

Example value for Domino 8.5: C:\Domino\data\mail85.ntf
iNotes (Domino Web Access) mail template if the Domino server is remote The path to the iNotes Domino template relative to the Domino data directory on the Domino server.

Example value for Domino 8.5: mail85.ntf
iNotes (Domino Web Access) forms database if Domino server is local The absolute path to the iNotes forms database in the Domino data directory on your local IBM Content Collector server, for example, C:\Domino\data\iNotes\Form85.nsf
iNotes (Domino Web Access) forms database if Domino server is remote The path to the iNotes forms database relative to the Domino data directory on the Domino server, for example, iNotes\Form85.nsf

Microsoft Exchange configuration

Table 2. Information for configuring a Microsoft Exchange source system
Information Notes
User ID The user ID must have access to the Active Directory. Use:
  • SMTP format:
    Example value: 
    iccuser@server.company.com
  • Distinguished name format:
    Example value: 
    CN=iccuser,CN=Users,DC=company,DC=com
This user ID is used by the IBM Content Collector Email Connector service and the IBM Content Collector Web Application service.
Password The current password for the specified user ID.

Microsoft Exchange Online configuration

Table 3. Information for configuring an Exchange Online source system synchronized with Local Active Directory
Information Notes
User ID The user ID must have access to the Active Directory.

Example value: iccuser@server.company.com

This user ID is used by the Content Collector Email Connector service and the Content Collector Web Application service.
Password The current password for the specified user ID.
Table 4. Information for configuring an Exchange Online source system with Azure Active Directory
Information Notes
Logon User This user should be an in-house AD user.

Example value: iccuser@server.company.com
User ID This user ID is used by the Content Collector Email Connector service and the Content Collector Web Application service.

This User ID should be the Exchange Online mailbox account, which should have permission over other accounts on Exchange Online. This account is used to create a connection between IBM Content Collector and Microsoft Exchange Online. Also, the mail profile on the Content Collector machine will be created using this User ID.

Example value: iccmailbox@domain.microsoftonline.com
Password The current password for the specified user ID.
Table 5. Information for configuring the Email Connector for Exchange Online
Information Notes
Server connection - automatic configuration Automatic configuration for Exchange Online server is not applicable so, it is disabled.
Server connection - manual configuration
Microsoft Exchange server hostname The proxy name of the Exchange Online mail server.

Example value: outlook.office.com or outlook.office365.com

As these proxy addresses are used by Microsoft to redirect to Exchange on the cloud.
Active Directory credentials
User ID The user ID must have access to the Active Directory. Use:

SMTP format:

Example value: iccuser@server.company.com

Distinguished name format:

Example value: CN=iccuser,CN=Users,DC=company,DC=com

This user ID is used by the Content Collector Email Connector service and the Content Collector Web Application service.

Note: In case of Exchange online where in-house Active Directory is not in sync with Exchange Online, the Active Directory credential page is disabled by default.
Password The current password of the user ID that you defined.
Active Directory connection, if the default is not used
Hostname The fully qualified hostname of the Microsoft Exchange Active Directory server, or the Domain name of the Domain you want to connect to.

Example value: server.company.com

Required only if the domain default is not used.
LDAP port Default value: 389

Required only if another global catalog server is used and not the domain default.
Global catalog port Default value: 3268

Required only if another global catalog server is used and not the domain default.

Microsoft Exchange Hybrid configuration

Table 6. Information for configuring the Email Connector for Exchange Hybrid
Information Notes
Server connection - automatic configuration Automatic configuration for Exchange Hybrid is not applicable so, it is disabled.
Server connection - manual configuration Proxy name of Exchange Online mail server.

Example value: outlook.office.com or outlook.office365.com
Credentials
User ID The credentials of user that belongs to the local Active Directory synced with Azure Active Directory.

Example value: iccuser@server.company.com
Password The current password for the specified user.
Active Directory credentials
User ID The user ID must have access to the Active Directory. Use:

SMTP format:

Example value: iccuser@server.company.com

Distinguished Name format:

Example value: CN=iccuser,CN=Users,DC=company,DC=com
Password The current password for the specified user.

Active Directory connection, if default is not used
Hostname The fully qualified hostname of the Microsoft Exchange Active Directory server, or the Domain name of the Domain you want to connect to.

Example value: server.company.com

Required only if the domain default is not used.
LDAP port Default value: 389

Required only if another global catalog server is used and not the domain default.
Global catalog port Default value: 3268

Required only if another global catalog server is used and not the domain default.

SMTP configuration

Table 7. Information for configuring SMTP
Information Notes
Message queue directory The location where received messages are stored temporarily before they are archived. Use the UNC syntax.

Example value: \\ContentCollector\smtp_queue

Select a message queue directory that is available at all times to ensure that email is never lost.

If your system is configured to run on several servers, you can use a network share that is hosted on one IBM Content Collector node and is used by all other nodes, or preferably a highly available network share that can be accessed from all nodes and is provided by a network. For best performance, use the latest version of the Windows operating system.
User ID and password The ID and password that you want to use in your email system to connect to the SMTP receiver. The SMTP receiver uses SMTP authentication to validate connections. The ID must only consist of letters in the English Alphabet [A-Z,a-z].

Example value: iccuser

File System source configuration

Table 8. Information for configuring a File System source
Information Notes
User ID The user who starts the connector service must have permission to access the file shares.

Microsoft SharePoint configuration

Table 9. Information for configuring Microsoft SharePoint
Information Notes
User ID

This user must be a member of the SharePoint Site Collection Administrators group for this site.

Optionally, you can add the fully qualified domain to this field, in one of two formats:

  • User principal Name (UPN):
    Example value: 
    iccuser@iccsp.company
  • Universal naming convention (UNC):
    Example value: 
    iccsp.company\iccuser
Password The password belonging to the User ID.
Domain The fully qualified domain name of the Windows server, in the format domain.com or subdomain.domain.com.
Example value: 
iccsp.company

A domain value is only required if you do not specify the domain as part of the user name.
Microsoft SharePoint site address Web address of the site collection to process.

Use the value of the site's Load balanced URL field.

Use the following format, where server is the server name or virtual server name and subsite is an optional sub site:

http[s]://server[.domain.com][:port][/path]

Example value: 
http://mySPServer:2010/

Microsoft SharePoint Online configuration

Table 10. Information for configuring Microsoft SharePoint Online source system synchronized with Local Active Directory
Information Notes
User ID The user ID must have access to the Active Directory.
Example: iccuser@server.company.com
  • This user ID is used by the IBM Content Collector SharePoint Connector service.
  • Active directory synced users given SharePoint administrator role in Azure Active Directory can be used for SharePoint Online connection.
Password The current password for the specified User ID.
Table 11. Information for configuring Microsoft SharePoint Online source system with Azure Active Directory
Information Notes
User ID
  • This user should be an in-house Active Directory user.

    Example: iccuser@server.company.com

  • This user ID is used by the IBM Content Collector SharePoint Connector service.
  • This User ID should be SharePoint Online / Global administrator account.
  • This account used to create a connection between the IBM Content Collector and Microsoft SharePoint Online.

    Example: iccmailbox@domain.microsoftonline.com
Password The current password for the specified User ID.

IBM Connections configuration

Table 12. Information for configuring IBM Connections
Information Notes
IBM Connections URL Web address of the server that hosts IBM Connections. This can be the URL of a load balancer.

The URL must begin with http:// or https:// and might require a port number. Use the following format, where server is the fully qualified server name or virtual server name and port is the optional port number:

http[s]://server.domain.com[:port]

Important: The fully qualified server name must be the server name recognized by IBM Connections.
Example value: 
http://myCXServer.company.com
User ID

This user must have the administrator role in all applications from which you want to collect.

Example value: iccuser
Password The password belonging to the User ID.