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Teamstudio Adviser consists of two components, an IBM Domino application hosted on a Domino server, and an executable program that runs on a workstation with an IBM Notes client installed.  

The Adviser server application provides Adviser's browser-based user interface, generates reports on databases and users for the Adviser modules, and stores all data collected by Adviser.  Adviser server is deployed by creating an NSF based the template TSAdviser.ntf on the desired server, and configuring it via web browser.

The Adviser Workstation is responsible for collecting the data that forms the basis for the reports generated by the Adviser server.  Adviser Workstation is deployed by running an installer (contained in the server NSF) on a workstation installation of IBM Notes.  The installed program is configured by the installer to connect to the Adviser server, and remains running to process Adviser scans as needed.  Scans are resource intensive processes; running scans from a client workstation limits the impact of Adviser on server performance, and allows easier configuration and access to servers in multiple domains.

Upgrading an Existing Installation

If you are upgrading an existing installation of Adviser 6.0 or above, you can skip directly to the Upgrading section. Otherwise continue to follow the instructions below.

IBM Domino Server System Requirements

The web interface for Teamstudio Adviser can be hosted on any Domino server version 8.5.3 or above, with the HTTP task enabled.

  • For Domino 8.5.3, the server must have a minimum of Fix Pack 3 installed, and must have Upgrade Pack 1 installed (or equivalent version of the Xpages Extension Library).
  • The required components are included in Domino 9.0 and greater; no additional components are required.

The Adviser Workstation is supported on IBM Notes version 8.5.3 and higher (32-bit) running on supported versions of Microsoft Windows. We recommend the most recent Fix Pack version also be installed on the IBM Notes workstation.

Prerequisites for Usage Data Collection

The Usage module of Adviser aggregates and reports on data collected by the IBM Domino server’s Activity Logging task.

In order to use Usage Auditor, Activity Logging will need to be enabled and running on the IBM Domino server(s) that will be scanned by the Adviser application.

Below are the instructions for enabling Activity Logging for your IBM Domino server(s):

  1. Open the Domino Directory on the server(s) that will be scanned by Teamstudio Adviser
  2. Navigate to the View “Configuration -> Servers -> Configurations”
  3. If a document already exists for the IBM Domino server(s) that will be scanned then place the document into Edit mode. If there is not a document for the IBM Domino server(s) that will be scanned then click the “Add Configuration” Action button
  4. If this is a new document then list the IBM Domino server(s) the will be scanned by Teamstudio Adviser.
    1. If you are intending on scanning multiple IBM Domino servers then you can list them all here
  5. Switch to the Activity Logging tab and ensure that Activity Logging is enabled
  6. In the “Enabled logging types” field ensure that the following options are selected:
    • Domino.AGENT
    • Domino.HTTP
    • Domino.Notes.Database
    • Domino.Notes.Session
  7. Save and Close the document

This will also enable the Activity Logging task on the IBM Domino server(s) that you listed. If you listed multiple IBM Domino servers on the document you must make sure that the Domino Directory is replicated to the additional servers.

By default, Activity Logging is stored the Log.nsf database on the IBM Domino server, and the retention period for Log.nsf applies to activity as well. By default, Adviser will collect usage data every night and will import any new data. If collection fails, no data will be lost as long as the problem is resolved within the retention period.

Installing and Configuring Teamstudio Adviser Application

Acquiring the Teamstudio Adviser Application Template

The Teamstudio Adviser application is comprised of two parts:
1. The Teamstudio Adviser Domino application file (.NSF)
2. The Teamstudio Adviser Workstation client (command line interface)

Both of these parts are contained within an IBM Domino Template file which can be obtained from the Teamstudio Website at the following URL:
https://www.teamstudio.com/adviser-download-page

Creating the Teamstudio Adviser Application

Once you have acquired the Teamstudio Adviser application template, you can create the Teamstudio Adviser application where the data will be stored.

This is a simple process to perform by following the steps below:

  1. Move the template file into your IBM Notes Client’s Data directory
  2. From your IBM Notes Client select the following menu option "File -> Application -> New …”
  3. In the dialog that is presented, enter the following information:
  • Server: Select the server where you wish to place the Adviser application
  • Title: This is normally “Teamstudio Adviser”
  • File name: This is normally “TSAdviser.nsf”. You can also indicate a subdirectory at the beginning of the File name (e.g. “Teamstudio\TSAdviser.nsf”)
  • Template: Select the “Teamstudio Adviser” template from the list.

Once these options have been entered you can press “OK” to create the application.

Once the application has been created it will automatically launch into your IBM Notes client. You may receive a Certificate Warning message. This is due to the fact that the design of the Teamstudio Adviser application is currently signed by a Teamstudio ID. To re-sign with your organization’s Notes Signature follow the steps below:

  1. Open your IBM Domino Administrator application
  2. Switch to the IBM Domino server where you created the Teamstudio Adviser application
  3. From the “Files” tab, locate the Teamstudio Adviser application
  4. Right click on the Teamstudio Adviser application and select “Sign …”
  5. In the dialog that is presented, select either “Active User’s ID” if you are using a Notes ID which has the ability to properly sign design on the server or optionally select “Active Server’s ID” to sign the design with the IBM Domino server’s ID file
  6. Click “OK” to complete the process

Design signing on the IBM Domino server will take approximately 1-5 minutes.

 

If installation is successful, you should see the application home screen similar to the image below:

Access Control List (ACL) Adjustments

By default, Teamstudio Adviser server requires that the ACL entry "Anonymous" be defined as "No Access" and given the privilege "Read Public Documents" – this setting allows the Adviser workstation to trigger server-side job processing when client-side jobs have completed.  Anonymous access cannot be used to create jobs or access data.  Anonymous should not be set to a higher level of access, as authentication is required by the Adviser services that support the web browser application.  Allowing anonymous higher levels of access will prevent the server from requiring authentication. 

If the environment does not allow Anonymous access (for example, it is prohibited at the server level via the Directory's Server document), it is possible to configure Adviser to store and use an HTTP Username/Password combination for this access.  For more information, contact Teamstudio support at techsupport@teamstudio.com.

In general, other ACL settings in Adviser are applied to the browser application in the same manor they are applied in traditional Notes applications.

The "-Default-" access setting can be used to assign any level of access desired in place of anonymous access.

Scheduling Daily Scans

Since Adviser extracts activity data from the server's log.nsf, which typically keeps 7-10 days of data, it's important to run Usage Scans on a regular basis to insure the data is up-to-date and without gaps.

To ensure that overnight scans occur, within the Teamstudio Adviser application there is a scheduled agent that needs to be enabled. To enable this Scheduled Agent follow the steps below:

  1. Locate the newly created Teamstudio Adviser application on you IBM Notes Workspace
  2. Right click on the Teamstudio Adviser application and from the menu that is presented select “Application -> Go To Agents”
  3. In the list of Agents, locate and select the agent “Scheduled Nightly Scan”
  4. At the top of the Agents list click on the button labeled “Enable”

You can now close your IBM Domino Designer.

By default, this agent will run once daily, at 1:00 AM.  The run time can be modified to another time if desired.

The Schedule Nightly Scan agent initiates the same process as triggering a manual scan using the Scan Now button in the application.  The scan will update Catalog information, import Usage since the last scan, and recalculate any affected metrics.  Workstation processing must be enabled for the scan request to be processed.

Configuration

The final step in configuring the Teamstudio Adviser server is to select the servers to scan. You can do this from the Settings page in the web application, accessed via the gear icon on the right of the Adviser navigation bar. See Servers for more details.

Installing the Adviser data collection application on workstations

IBM Notes Client Workstation Prerequisites

In order for the Teamstudio Adviser application to collect the data from your IBM Domino server(s) an application must be installed onto a computer where an IBM Notes Client is also installed. This computer will require the following IBM Notes Client configuration:

  1. Version V8.5.3 with the most recent Fix Pack installed OR Version 9.0.1 with a minimum of Fix Pack 6 installed 
  2. Authenticated with a Notes ID file which has Full Administration access to the IBM Domino server(s) that will be scanned and where the Teamstudio Adviser application will reside
  3. The Security option “Don’t prompt for a password from other Notes-based programs” enabled
    • This setting can be located under the IBM Notes menu “File -> Security -> User Security …”

 

Due to the complexity of the Teamstudio Adviser Workstation client’s scanning tasks it is highly recommended that a dedicated computer, either physical or virtual, is used. The computer which is chosen must also be able to remain running without any restarts or being logged off for 24 hours/day 7 days /week.

 

The Adviser Workstation application is a executable application that run scans from a client workstation.  Scanning for and reporting on activity is a resource intensive activity that may access multiple servers and which works with file system files as part of the process.

The data collected during the Workstation scans is written to the server application, and available via the web browser interface.

Adviser Workstation is intended to run continuously, as it monitors the Adviser Server component, waiting for scans to be scheduled.

The application must be run by an ID that has a least Reader access to the Log.nsf files on the servers to be scanned, as well as any applications for which Complexity data is desired.  If the servers exist in multiple domains, the ID and local workstation must be properly cross-certified to all servers.

The ID must also have Editor level ACL access (with delete rights) to the Adviser Server application.

Installing the Adviser Workstation application

  1. On the computer where the Adviser workstation will run, log in to the IBM Notes client with the ID that will be used to collect data.
  2. Ensure that the Notes client setting "Don't prompt for password from other Notes-based programs" is checked (File > Security > User Security).  This step is required to allow the Adviser Workstation application to run.
  3. Open the Adviser server application in the Notes client, and click on the link to enable workstation processing in the section titled Adviser Workstation:
  4. The Adviser Workstation installer program will launch.  Follow the prompts to install the program.  During setup, a settings page will be shown which contains configuration information for the Adviser Workstation and it's connection to the server; verify the information is correct:

 

When the installation is complete, the installer will offer to launch the Adviser Workstation application.

For information on upgrading  an existing Adviser install previous to Adviser Version 6.2, see the Upgrading section below.

For more information and assistance upgrading a prior version of Usage Auditor, contact Teamstudio Support at http://support.teamstudio.com or by email at techsupport@teamstudio.com.


Launching the Adviser Workstation

Once installed, the Adviser Workstation can be launched by clicking the same link used to install it,  found in the Configuration page of the Adviser application when opened in the Notes client, in the section titled Adviser Workstation:

The Adviser Workstation can also be launched by running the executable Workstation.exe, which is installed by default at <Program Files (x86)>\Teamstudio\Adviser Workstation\Workstation.exe

Once launched, the Adviser Workstation application window should open, and begin monitoring for pending scans:

The Adviser Workstation application needs to continue running at all times to ensure that the scanning processes run to completion. These run every day at 1AM (server time).

In order to provide an accurate representation of the User Usage for the IBM Domino server(s) being scanned we recommend that this continue for a minimum of 30 days.

Adviser Workstation - Server Connectivity

The Adviser Workstation requires connectivity to the Adviser server via HTTP.

Most workstation processing, including scanning servers and databases, and writing data to the Adviser server, is handled through the Notes client and NRPC.

In order to trigger server processing once client side jobs have completed, Adviser invokes a REST service endpoint via HTTP to ensure that the server application is running to process the updated data.

The default workstation configuration attempts to connect to the server based on the fully-qualified host name specified first in the server document in the server's address book.  The connection is attempted without SSL on port 80.

For servers requiring SSL connections, or connectivity on an alternate port, the configuration can be modified by editing the HTTP Host Name field in the Workstation Configuration document in the workstation database.  By default this field contains only the host name; a protocol and optional port name can be specified (for example, https://teamstudio.com:499 specifies SSL on port 499).  The Notes client acting as the Adviser Workstation must be exited completely and restarted for this setting to take effect.  For help configuring these settings, contact Teamstudio support.

Due to limitations with the Java 6 JVM currently embedded in Notes, SSL that use large key sizes may not work correctly. 

If Anonymous connections are disallowed on the server hosting Adviser, the Workstation can be optionally configured to use HTTP authentication credentials.  The user name and password used for login are reversibly hashed to prevent casual access, and stored in a Notes database locally on the workstation, in fields encryped with the current ID, using Notes encryped fields.  To enable the use of authentication, use the command "http auth" from the workstation console ("help http auth" prints command usage).

Adviser Workstation - Console Commands

The Adviser Workstation supports a limited number of administrative commands from the console.  To view a list of enabled commands, type "help" at the console.  If additional usage information has been provided for a command, typing "help <command>" will display it.

Upgrading Adviser

To upgrade from a previous version of Adviser 6.0 or greater, follow the steps below.  

Upgrade Adviser Server

  1. Sign the new template with the appropriate ID to execute code on the target server.
  2. Refresh the design of the server Adviser database from the new template.
  3. Restart the HTTP task on the server using the command "restart task http"  (this is equivalent to "quit http" followed by "load http" - note that "tell http restart" will not fully release the JVM and update the new code).

Upgrade Adviser Workstation 6.1 or earlier

  1. Exit the Adviser Workstation application, if running
  2. Uninstall Adviser Workstation from the Windows "Add / Remove Programs" control panel
  3. Install the new Adviser Workstation from the Configuration page in the Adviser server NSF, following the instructions above

Upgrade Adviser Workstation 6.1 or earlier

The Adviser Workstation install prior to 6.2 ran the workstation component as a locally scheduled agent in the Notes client, from the Notes application TSAdviserWS.nsf located in the root of Note's "data" directory.   To upgrade, follow these steps:

  1. Exit the Notes client acting as the workstation completely (this can be confirmed using task manager).
  2. Delete TSAdviserWs.nsf from the client's data directory.
  3. Restart the Notes client, open the Adviser Server application.
  4. Follow the instructions above for installing Adviser Workstation.
  5. In the browser UI, schedule a new scan.  This will update the data as needed for the new version, and enable any new features. It is safe to schedule a scan while waiting for the workstation to restart; the scan will begin once the workstation is active.

If you have been running a previous Beta version of Adviser Workstation 6.2, which runs as a command-line application, exit the application and install the new Workstation application by following the instructions above (depending on the version, you may be prompted to uninstall Adviser Workstation via Windows' Programs and Features control panel prior to installing the new version).

Browsers and Saved Passwords

Adviser does not currently support using "Saved Passwords" in browsers.  Previously saved passwords can be removed via the browser's settings page.

Importing Usage data from Usage Auditor

Usage data from Teamstudio Usage Auditor can be imported if the setting Save Supporting Data was enabled during the period of usage collection.  Click here for information on importing from Usage Auditor.

 

 

 

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