Domino Document Manager - Lotus documentation
Domino Document Manager - Lotus documentation
Domino Document Manager - Lotus documentation
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Upgrading custom library and file cabinet templates<br />
<strong>Document</strong> <strong>Manager</strong> automatically backs up domdoc.ntf and filecab.ntf and then<br />
replaces the current templates with new ones. If you have templates that are not<br />
named domdoc.ntf and filecab.ntf, you must back up and upgrade them manually,<br />
since <strong>Document</strong> <strong>Manager</strong> does not do this for you.<br />
Warning You must upgrade such templates before opening ddadmin.nsf and<br />
completing the upgrade. If you omit this, no file cabinets that inherit from your<br />
special templates will be upgraded.<br />
Follow the procedures below to back up your existing custom templates, create<br />
new templates, and then copy the customizations from your backed up templates<br />
into the new templates.<br />
Backing up custom templates<br />
Follow the steps below to make sure your customizations remain intact.<br />
1. At the file system level, move any custom copies of domdoc.ntf and filecab.ntf<br />
(for example, domdochr.ntf and filecabhr.ntf) to the same directory where the<br />
installation program backed up domdoc.ntf and filecab.ntf. This is the highest<br />
numbered ddbu subdirectory of your server’s data directory.<br />
2. Identify customizations (for example, DocEvents, your company logo, custom<br />
document and binder types) that have been made to the custom copies of the<br />
library template and the file cabinet template.<br />
Tip: You can use a Notes diff tool (for example, Teamstudio Delta) to compare<br />
the custom templates on your server with the originals in the \templates<br />
directory on the <strong>Document</strong> <strong>Manager</strong> installation CD.<br />
3. Change the file extension on each of your custom templates from ntf to 1tf (for<br />
example, change filecabhr.ntf to filecabhr.1tf), so you can distinguish the backed<br />
up templates from the new ones you will create for use with the latest release<br />
of <strong>Lotus</strong> <strong>Domino</strong> <strong>Document</strong> <strong>Manager</strong>.<br />
Creating a new template<br />
Follow the steps below to create a new template based on a standard <strong>Document</strong><br />
<strong>Manager</strong> template. Then you can add the customizations you want to the new<br />
template, while keeping the original <strong>Document</strong> <strong>Manager</strong> template intact.<br />
1. Open the database that you want to customize (for example, to customize the<br />
library template, open domdoc.ntf; to customize the file cabinet template, open<br />
filecab.ntf).<br />
2. From the Notes menu, choose File - Database - New Copy.<br />
3. In the Copy Database dialog box, do the following:<br />
v Select the master server where you want to store the new template database.<br />
v In the Title box, enter the same database title as the backup copy (for<br />
example, File Cabinet Template for HR).<br />
v In the File Name box, enter the same file name, with the extension .ntf, as<br />
the backup copy (for example, filecabhr.ntf).<br />
v Select ″Database design and documents.″<br />
v Select ″Access Control List.″<br />
4. Click OK.<br />
5. Open the new template database.<br />
Chapter 6. Setup procedure for all platforms 67
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