Use the Desktop Settings document to establish or make changes to a user's HCL Notes® desktop environment including setting up a default home page, customizing the user's Welcome page, upgrading the mail template, enabling automatic diagnostic data collection for client crashes, controlling Widgets and Live Text options, and specifying how and when Notes client Smart Upgrade runs.

Before you begin

Make sure that you have Editor access to the Domino® Directory and one of the following roles:

• PolicyCreator role to create a settings document
• PolicyModifier role to modify a settings document

Domino desktop policy options enable you to control numerous Notes client user capabilities and options.

For information about related user preferences, see the HCL Notes Help.

Tip: This policy document has numerous tabs; click the scroll arrows at the end of the tabs if you cannot see them all.

Perform the following tasks:

1. Specifying Basic settings for a desktop policy
Create the Desktop Settings document and then use the Basics tab to specify general options for users of the policy, including options for homepage/welcome page, location, server, mail template information, calendaring and scheduling, and menus.

2. Specifying Smart Upgrade settings for a desktop policy
Use the Smart Upgrade tab of the Desktop Settings document to specify if and how users of the policy will use the Notes Smart Upgrade feature.

3. Specifying Application settings for a desktop policy
Use the Applications tab of the Desktop Settings document to specify how Notes and Domino applications will be created and managed for users of the policy.

4. Specifying Widget settings for a desktop policy
Use the Widgets tab of the Desktop Settings document to control access to Widgets and Live Text for users of the policy.

5. Specifying Dial-Up, Account, and Name Server settings for a desktop policy
Use the Dial-Up Connections, Accounts, and Name Servers tabs of the Desktop Settings document to specify those details for users of the policy.

6. Specifying SSL settings for a desktop policy
Use the SSL tab of the Desktop Settings document to manage Secure Sockets Layer (SSL) behavior for users of the policy.

7. Specifying Applet Security settings for a desktop policy
Use the Applet Security tab of the Desktop Settings document to specify access to Java™ applets for users of the policy.

8. Specifying Proxy server settings for a desktop policy
Use the Proxies tab of the Desktop Settings document to determine whether users of the policy will access the Internet through a proxy server, and to specify settings for each of several types of proxies.

9. Specifying Mail settings for a desktop policy
Use the Mail tab of the Desktop Settings document to specify mail and mail quota settings, as well as managed mail replica settings, for users of the policy.

10. Specifying Preferences for a desktop policy
Use the Preferences tab of the Desktop Settings document, and all its sub-tabs, to specify client preferences for users of the policy.

11. Specifying Diagnostic settings for a desktop policy
Use the Diagnostics tab of the Desktop Settings document to specify methods of automatically collecting diagnostic data from users of the policy.

12. Specifying Custom Settings for a desktop policy
Use the Custom Settings tab of the Desktop Settings document to push supplied or custom settings to users of the policy.

13. Saving a desktop policy
Saving a Desktop PolicySettings document is the first stage of putting the policy into effect.

Related concepts
Understanding the desktop policy settings document

Related tasks
Assigning NOTES.INI or location document settings using a desktop policy

Related information
Where is that Desktop Policy Settings tab hiding?