Install and Authenticate the IBM Notes extension

1. Click Setup > Marketplace > All.
   You will see a list of your currently installed extensions. Under All Extensions, you can view all the extensions supported by your CRM. 
2. Click All Extensions.
   
3. Browse through for IBM Notes extension and click on it.
   The details about the extension will be available.
4. Click Install Now.
   
5. Agree to the terms of service in the following screen.
   
6. Click Continue to Install.
   On successful installation, the IBM Notes Sync tab will be created in your CRM account.
   
   
   
   
7. Click the IBM Notes Sync tab.
   You will be redirected to the authentication page.
8. Provide the Server Name, User Name and Password, and click Submit.
   

Enable Domino Access Service(DAS)

1. In IBM Notes Server, under Configuration, choose Current Server Document option.
   
2. In the Internet Protocols tab, click Domino Web Engine.
   
3. Under Domino Access Services, select Data and the Calendar for the enabled services.
   
4. Save the document.
   
   
   

1. Open database properties.
   
2. Click on the Advanced tab.
   
3. Select Views only to restrict access to views or Views and documents for full access.
   
   
   

1. Select the view (Contacts, Calendar, To Do) and choose the view properties.
   
2. Click the Advanced tab.
   
3. Check the Allow Domino Data Service operations.
   
   
   

Note

• Enabling Domino Access Service on the Server: Click here
  
• Enabling Domino Access Service on a Database: Click here
  
• Enable DAS on 64-bit servers using the script attachment: (scroll down to the bottom of the page)
  
• Copy the script in the Notes folder (where the notes client is installed), login with the Server ID, and execute the script.
  
• When you execute the file, you will be prompted to enter the server name.
  
• You will also be prompted for the folder name where all the databases reside, which is usually mail.
  
• Enter the option as 2.
  
  
  

Synchronize Data

1. Click Start Sync to start synchronizing your data.
   
   
2. In the Sync Settings popup, do the following: Choose Yes/No to Sync Contacts.
   
• Choose Yes/No to Sync Tasks.
  
• Choose Yes/No to Sync Events and select which events you want to synchronize: All Events, From Today, From Last one Month.
  
  
  
  
  
  
• Choose the SyncType as One Way / Two Way.
  
• Select one of the options from the drop-down when there is a Conflict Behavior during the sync.
  
• CRM always wins: The data from CRM will be retained if a conflict occurs. 
  
• IBM Notes always wins: IBM Notes data will be retained.
  
• Click Save.
  Once the sync is completed, the details of the sync will be displayed on the dashboard.
  
  
  

Note

Data which is private in IBM Notes will not be synced to CRM and vice versa.

Schedule Events

1. Choose Schedule Meetings tab in the IBM Notes Sync window.
   
2. Type in the Subject for the meeting.
   
3. Add the list of participants in Attendees.
   
4. Mention the Location.
   
5. Specify the Start and End time.
   
6. Set Reminder if required.
   
7. Click Schedule to schedule the meeting.
   

Change Settings

The setting of the Sync, changes to password and managing users of you integration can be done using the options Sync Settings, Change Password and Manage Users. Click on the settings icon in the top right corner of IBM Notes Sync page. By choosing the option from the drop down list you can change the settings.

1. Click on the settings icon in top right corner of the IBM Notes Sync window.
   
2. Choose Sync Settings to change the sync settings.
   

1. Choose the Change Password option from the drop-down list.
   
2. Provide the Email Id and the new Password to update password.
   
   
   

1. Choose the Manage Users option.
   
   
   
   
   
2. Add users from the list. The number of users you can add depends on your user license.
   
3. A user added to the sync account can be removed by clicking on the remove button.
   A user account that is synced cannot be removed from the user list.
   
   
   

Uninstall the IBM Notes extension

1. Go to Setup > Marketplace > All.
   All the installed extensions will be listed.
2. Browse for IBM Notes and click the Uninstall link.
   
3. Click Ok to confirm.
   The extension will be uninstalled and all the data related to IBM Notes will be deleted.