Need to setup e-mail, calendaring, and notes for use with HCL Traveler (Lotus Traveler) with iPhone, iPod, iPad, iPod using the "Exchange" connection.
Note: Earlier (pre-2011) iOS releases could only do ONE Exchange account. All other accounts had to be set-up as IMAP accounts. Unless you still have an old iPhone 5, you can add multiple Traveler e-mail accounts.
There are two main ways to accomplish this task: Bootstrap Method and Manual Add Account
Set-up Email via the Bootstrap Method:
One way to set-up your phone is via the "bootstrap profile" method by doing to the HCL Traveler server.
This then populates the fields and sets up the basic ability to do mail.
Set-up Email Manually via Settings and Add Account:
Alternately, we can go through the iOS Settings app (Gear), and perform mail set-up by manually entering the field values and options desired.
This instructional document covers both the bootstrap and manual options.
Instructions for iPhone / iPad / iPod (Bootstrap Method):
This method is called the "bootstrap" method. With this option, we use Safari to view the traveler device info page, click the Option to Generate an Apple Profile, and then install the Profile into your Apple iPhone.
We can also do the manual way, by going through the iPhone's add mail account screens.
1. Bring URL up in Safari browser on iPhone, iPad, or iPod.
2. Log in using your user id / name and password.
(e.g. Jane Doe and janesPassw0rd)
3. Click the Generate an Apple Profile option.
This creates the bootstrap which downloads the setup.
3b. In later iOS versions, a confirmation dialog prompts to allow the profile download or not.
"This website is trying to download a configuration profile. Do you want to allow this?"
3c. After clicking Allow, another prompt displays is later iOS versions, saying:
"Profile downloaded. Review the profile in the settings app if you want to install it."
3d. Go to Settings (gear) icon --> choose General --> Scroll down till you see Profile. Click Profile.
The profile will be visible with the heading:
Lotus Notes for User Name/Mindwatering or HCL Notes for User Name/Mindwatering
Lotus Notes Traveler
Continue, to step 4, by clicking Install in the upper right corner.
4. Click the Install option.
5. Since the bootstrap file is generated dynamically, it will not be signed. So at the authenticity prompt, select Install Now to continue and install.
Note: If you use SSL and the domain name doesn't perfectly match (e.g. self certified or you used another FQDN), you will also have to choose to access anyway.
6. When prompted, enter your web password again.
7. Click Done when the install is done. On earlier iOS versions, you will be returned to Safari where you left off in step 3. On later versions, you stay in the Settings --> General section of the app.
Your iPhone's ActiveSync account is created. It will now sync Mail, Contacts, and Calendars. Return to the mail settings to change how much mail you sync, etc.
With the newer iOS software on the iPhones/iPads/IPod Touches, we noticed that you are no longer returned to Safari, but stay in your new mail account. On layter versions of iOS, the accounts are now found under Settings -> Passwords & Accounts
If you have personal Contacts, you should add them to your Personal Address Book in Notes. They will synch to your mobile devices both ways (to and from the devices).
You will also now have the ability to do a (LDAP) search on the "Global" address book (Domino Directory), plus any other Directories configured in DA (Directory Assistance).
Post Setup Tweaks:
Mail Account Name
The mail account name of the new bootstrap email account is very wordy, but we can update the name of the account. Perform the following:
Settings --> Mail --> Accounts --> <My Name MW>
Settings --> Passwords And Accounts --> <My Name MW>
Mail / Calendar/ Notes/ ToDo Sync:
You can enable or disable applications in the main section under the Account email.
Underneath, you can adjust the synch time. e.g.
Mail Days to Sync: 1 Month
Manual Set-up Using the Mail Add Account Option:
1. Confirm you can login to the Traveler server.
Login with your email address and web password.
If you cannot login, but you can login to iNotes with the same email address and password, the contact your administrator for assistance.
2. Setup the phone:
a. Click the Home button on the iOS device.
b. Navigate to the Add Account menu.
(The exact starting point has moved over the years.)
Settings --> Mail --> Accounts --> Add Account --> Exchange
Settings --> Accounts and Passwords --> Add Account --> Exchange
c. Complete the main fields:
My Name MW Mail
d. Complete the login details:
e. Select Applications desired and set their options
Mail, Contacts, Calendar, Notes
Mail Days to Sync:
1 Month <change to desired setting>
On <leave enabled>