Lotus IBM Lotus Expeditor Version 6.2


IBM Lotus Expeditor 6.2 Client for Desktop and Client for Devices Installation Guide and Quick Reference

Product Overview

Lotus® Expeditor Client for Desktop and Client for Devices are software programs that provide a runtime environment and integrated middleware components for extending many enterprise applications to server-managed laptop computers, desktop systems, and mobile devices. It provides a client-side, services-oriented framework that can enable applications to run locally while the system is disconnected from the network, and can synchronize data, transactions, and applications after the system is reconnected. It also provides client management services that can be used by network and system administrators to deploy, maintain, update, and even remove software from end-user machines, with minimal end-user intervention.

Supported hardware and software

Refer to System requirements.

Refer to the following document for information about the latest maintenance patches and releases: Recommended Maintenance for IBM® Lotus Expeditor

Installing and starting the client on a desktop

To install the Lotus Expeditor Client for Desktop follow these steps:

Note:
  • The installation programs are located in the desktop/install directory.

To start the client, click the Shortcut iconLotus Expeditor Client shortcut on your desktop (on Windows systems) or in the Application > Office menu (on Linux systems).

Note: If you are using an English version of Windows XP and have set your Operating System's locale to another language, to ensure that the correct language settings are applied during installation and platform execution, an administrator can perform the following steps:
  1. Open Control Panel > Regional and Language Options.
  2. Select the Advanced tab and change the Language for non-Unicode programs option to the desired language.
  3. Click OK.

The Windows XP operating system introduced the notion of "Use Fast User Switching" to change credentials, but not fully log out and exit all running applications, however this operating system features is not supported when installing IBM Lotus Expeditor code. When installing Notes® on Windows XP or Windows Vista, the "Switch User" action must not be used to change users before an installation of Lotus Expeditor. The install user should fully log off any other users before performing an installation. Leaving other users running on the system might cause permission issues and could result in an incompletely configured installation.

Installing Lotus Expeditor applications on the desktop

To locate and install a new application, follow these steps:
Note: During installation, an application is called a feature. This is simply a way of grouping and describing different functions that make up a product.
  1. Click File > Application > Install to open the installation wizard.
  2. Select the Search for new features to install option, and then click Next.
  3. Add the location of the features and plug-ins to the Location List using one of the following methods:
    • Click Add Remote Location to add a remote location (Web address), which contains the application. In the New Update Site dialog box, type the Name and URL, and then click OK.

      For example, specify a name for the Web site, such as CompanyA, and then type the Web address of the site using the syntax, http://companyA.example.com/expeditor_updates

    • Click Add Folder Location to add the location of the folder that contains the application on a local drive or DVD. In the Browse For Folder dialog box, browse for the folder, and then click OK.
    • Click Add Zip/Jar Location to add the location of the .zip or .jar file (when the application is packaged as a jar or zip file). In Select Local Site Archive dialog box, browse for the file, and then click Open.
  4. After adding the location, click Finish.

    The client retrieves the features from the update site.

    Note: This action may contact a Web site to retrieve the features.
  5. When the Updates dialog box displays, select the features to install. To view more detail for any feature, select the feature and click Properties. Click Next.
  6. Carefully review the license agreements for the features. If the terms of all these licenses are acceptable, select I accept the terms in the license agreements. Do not proceed to download the features if the license terms are not acceptable.
  7. If a feature selected for install includes optional features, you are prompted as to whether you want them installed or not. Optional features typically carry functionality that is not essential for proper functioning of the main feature.
  8. Feature versions can be digitally signed by the company that provides them. This allows you to verify more easily that the features and plug-ins that are about to be downloaded and installed are coming from a trusted supplier. If you are installing unsigned features, you will see a warning prompt, giving you the chance to decide whether or not to trust this feature. Features on the Lotus Expeditor DVD are digitally signed.

    Click Finish to allow the download and installation to proceed.

    After installing an application or feature, you are prompted to restart Lotus Expeditor for the changes to take effect. Select Yes. The client closes and restarts.

Installing the Network Client Installer

The Network Client Installer (NCI) provisions a server so that users can install Lotus Expeditor Client using a Web browser, or manage the Lotus Expeditor Client using a Portal Server.

To install the Network Client Installer, follow these steps:

Launch the appropriate program for your operating system and follow installation instructions. The installation programs are located in the /nci/install directory.
  • On Windows systems, run the NCI setupwin32.exe program.
  • On Linux systems, run the NCI setuplinux.sh program.
  • On AIX® systems, run the NCI setupaix program.
  • On Linux on pSeries®, run the NCI setupLinuxPPC.sh program.

When the installation starts, the installer checks for previous versions of NCI. If a previous version is detected, the installation upgrades NCI to version 6.2.

For more information on using the Network Client installer, refer to Assembling and Deploying Lotus Expeditor Applications.

Upgrading from a previous version

During installation on Windows, the installer checks for previous versions of the client. If the previous version is 6.1.x, then your settings will be upgraded and the installation continues.

For Windows, RHEL and SLED systems, if the previous version is 6.0, you must first migrate to version 6.1.x, and then upgrade to 6.2.

Upgrade from prior releases is not supported on Ubuntu.

Installing the client on a Windows device

You can install Lotus Expeditor Client on a device or to a storage card in a device in one of the following ways:

During installation, you can choose to have Expeditor automatically started when your device is turned on. This option means that Lotus Expeditor will consume approximately 7MB of memory when your device starts and will slightly lengthen the time before your device is ready to use. However, starting Lotus Expeditor applications will happen much more quickly because the Lotus Expeditor environment is already started. If you choose this option and later decide you want to change it, you can disable it using the following steps:

  1. On your device, open File Explorer and browse to the folder where Lotus Expeditor is installed.
  2. Select the "Disable Startup" link. The next time you power-on your device, Lotus Expeditor will not be started. You may use "Enable Startup" to resume the auto-start feature.

Installing from a DVD

You can install the Lotus Expeditor Client onto your device from a PC using ActiveSync.

Note: The device must have 19MB of free file system storage (to contain the installation CAB file and the installed product) to use this installation method.
  1. Connect your device to a PC using ActiveSync.
  2. Insert the Lotus Expeditor 6.2 Client DVD into the PC's DVD drive.
  3. Use the Windows Explorer to browse to the DVD and open the /device/install folder. Browse to the subdirectory for the OS of your device (Windows Mobile, or Windows CE).
  4. Run the installation program (Expeditor-wm-setup.exe on Windows Mobile, and Expeditor-wince-setup.exe on Windows CE). The installation program will transfer a setup program to the device and then installation continues on the device. Follow the on-screen instructions to complete the installation to your device.

Installing from a storage card

You can copy the installation file from the DVD onto a storage card and install the Lotus Expeditor Client onto the device from the storage card.

  1. Connect the storage card to the PC using the method provided by the storage card provider.
  2. Insert the Lotus Expeditor 6.2 Client DVD into the PC's DVD drive.
  3. Use the File Explorer to browse to the DVD and open the /device/install folder. Browse to the subdirectory for the OS of your device (wm, wmstd, or wince).
  4. Copy the Expeditor-<os>-Core.CAB file onto the storage card (where <os> is the OS of your device).
  5. Transfer the storage card to your device.
  6. Use the File Explorer on the device to browse to the storage card.
  7. Tap on the Expeditor-<os>-Core.CAB file (where <os> is the OS of your device) and follow the on-screen prompts to complete the installation.
Note: Windows CE operating systems will delete CAB files from storage cards after software installation. If you do not want the Expeditor Client for Devices CAB file deleted from your storage card, enable write protection (lock) on the storage card before installation.

Installing from a Web site

  1. On a device with a network connection, use Internet Explorer to browse to the Web site provided by your administrator.
  2. Tap on the link to download the Expeditor-<os>-Core.CAB file appropriate for your device operating system.
  3. Save the file to the device.
  4. Use the File Explorer on the device to browse to the location where you saved the file and tap on the file. Follow the on-screen prompts to complete the installation.

Installing to a storage card

You can install the Lotus Expeditor Client for Devices on a removable media card, such as an SD card. When Lotus Expeditor Client is installed to a storage card, the /ExpeditorWS folder is also placed on the storage card. If you are upgrading an existing installation of Lotus Expeditor Client, and the new release is being installed on storage card, an existing workspace on the device is automatically migrated and moved to the storage card.

The installation folder is named /Expeditor by default.

Note: During installation on Windows CE 5.0, you might be asked to change the installation folder prior to installation.
  1. Connect your device to a PC using ActiveSync.
  2. Insert the Lotus Expeditor 6.2 Client DVD into the PC's DVD drive.
  3. Use the Windows Explorer to browse to the DVD and open the /device/install folder. Browse to the subdirectory for the OS of your device (wm, wmstd, or wince).
  4. Run the appropriate setup.exe program. The installation program will transfer a setup program to the device and then installation continues on the device.
    • On Windows Mobile devices, select the Storage Card option when asked to specify the location to install IBM Lotus Expeditor.
    • On Windows CE devices, when prompted to select the IBM Lotus Expeditor installation directory, browse to the storage card.

    Follow the on-screen prompts to complete the installation.

Note: When running the Lotus Expeditor Client for Devices from a removable media card, if you remove the media from the device while running, the Expeditor client will exit.

Installing Lotus Expeditor applications on a device

Installing applications on Windows devices

There are three ways in which you can install applications that run on the Lotus Expeditor Client onto your device. The method you choose depends on how your Client will be managed.

  1. Enterprise Managed Clients: Your administrator remotely manages your device. In this case applications are automatically deployed to your device. When an application is installed on your device, you might see a popup message informing you to restart Lotus Expeditor. After restarting you can access the new application from Start > Programs > Lotus Expeditor.
  2. Remote Update Site: You can use the Application Manager to browse remote update sites and install applications from these sites.
  3. Local Update Site: You can use the Application Manager to view an update site on a storage card or locally on your device, and install applications from the storage card or from your device.
Note:
  • Applications running concurrently in Lotus Expeditor share the Expeditor environment. The first application that you run in Lotus Expeditor might take longer to open than subsequent applications. Subsequent concurrent applications will launch faster because the Expeditor environment is already running.
  • On Windows based devices, Lotus Expeditor application icons in the Programs > Lotus Expeditor folder might default to a generic program icon due to certain platform limitations.

To install an application using the Application Manager:

  1. Open the Application Manager application.
  2. Select Install New Applications/Features. The installation wizard is displayed.
  3. Select the update site from which you want to install the application. Select Next. The Select features to install screen is displayed.
  4. Select the applications or features you want to install and select Next.
  5. Review the license terms for the selected features. If the terms of the license are acceptable, select "I accept the terms of the license agreements". The installation starts.
  6. After installation completes, a message is displayed that confirms that the installation is complete. Click OK.
Note:
  • When installing applications or features, the Free Space indicator does not automatically refresh. Therefore, if you switch away from Application Manager to delete files to make more room in the file system, the Free Space indicator will not update to reflect the change.
  • When installing, features, you may be prompted to close or restart the Expeditor environment. Generally, you will not be prompted when installing a brand new feature, but some types of features do require a restart to work properly and so you should allow the restart when prompted after an install operation. When performing multiple update or uninstall operations, you may wish to ignore the restart prompt until the last operation has completed. Then your new fully configured environment can be started and used.

Quick reference

The following sections contain information about using the Lotus Expeditor Client, such as how to use keyboard shortcuts to access menus and options in the workbench, as well as how to install optional components. For complete documentation on administering the client, refer to Assembling and Deploying Lotus Expeditor Applications.

Using keyboard commands

The Tab key iterates through the controls in a particular scope (for example, a dialog or a view and its related icons). To navigate to the main controls for the Workbench window or to tab out of views that use the Tab key, use Ctrl+Tab. To navigate among the views in an application, excluding any sidebar views, use F6 and Shift + F6. Key combinations are as follows:

  • Application management
  • Help system
  • Menus
  • Workbench

Application Management

Key combination Action
(up arrow) Moves up.
(down arrow) Moves down.
PgDn Moves down, scrolling to the following page (if applicable).
PgUp Moves up, scrolling to the previous page (if applicable).
Ctrl+Home Moves to the top of the page.
Ctrl+End Moves to the bottom of the page.
Enter Displays tasks for the selected component.
F10 Accesses the File menu on the main menu bar.
F6 Cycles to the next view in the application (excluding sidebar views).
Shift + F6 Cycles to the previous view in the application (excluding sidebar views).

Help system

Key combination Action
Tab inside a frame (page) Moves up to the next link, button, or topic node.
or (right or left arrows) Expands or collapses a tree node. Also moves between tabs.
Tab or (up arrow) Switches and moves to a view.
Tab or (down arrow) Moves to the next topic node.
Shift+Tab or (up arrow) Moves to the previous topic node.
Enter Displays the selected topic.
Home Displays the first topic in the Contents view. When so many sections are expanded that the first topic is not visible, this button scrolls up the Contents view to display it.
End Displays the last topic in the Contents view. When so many sections are expanded that the last topic is not visible, this button scrolls down the Contents view to display it.
Ctrl+Tab (Ctrl+F6 if using Mozilla, or a Mozilla-based browser) Moves to the next frame or toolbar.
Shift+Ctrl+Tab (Shift-Ctrl+F6 if using Mozilla or a Mozilla-based browser) Moves to the previous frame or toolbar.
Ctrl+P Prints the current page.
Ctrl+F when using the embedded help browser or Internet Explorer on Windows systems Finds a string in the current page or active frame.
Alt+S Moves to the search entry field.

Menus

Key combination Action
F10 Accesses the menus on the main menu bar.
SHIFT+F10 Displays the context menu for the current view.
Note: This shortcut depends on your window manager.
Ctrl+F10 Accesses the pull down menu for the current view (if one exists).
Alt+mnemonic Activates the Workbench menu for a particular entry; for example, Alt+H accesses the Help menu. On Windows systems, pressing Alt returns focus to the menu bar.

Workbench

Key combination Action
Tab, Ctrl + Tab Moves to the next control in the Workbench. Also moves between drop-down menus within the toolbar. In editors and any view that captures the "tab" keystroke, Ctrl + Tab is the only mechanism to move to the next control.
Shift+Tab, Ctrl + Shift + Tab Moves to the previous control in the Workbench. If focus is in a view, moves to the toolbar and selects the previously selected icon in the toolbar. .
Enter or Spacebar Activates the selected action.
or (right or left arrows) Moves between icons within the toolbar.
or (up and down arrows) Moves through menu items.

Setting preferences

Use the preferences window to customize preferences for installed applications and services.

Language dictionary support

On Linux systems, dictionaries are installed automatically for all languages, and only enabled if you are in the correct locale. On Windows systems, you must manually install dictionaries for the locales that you require.

To install dictionaries for additional languages, follow these steps:

  1. Start the Expeditor Client.
  2. Click File > Application > Install.
  3. Select the "Search for new features to install" button and click OK.
  4. Click "Add Folder Location..." and browse to locate the /desktop/updates/platform directory on the client DVD or ISO image.
  5. Click OK twice. A new Folder Location named updates/platform is displayed. Ensure that the location is selected and click Finish.
  6. Wait while the Update Manager processes your request. Expand the updates/platform update site and select features to install from the search result list. For example, select one or more language dictionaries under "Dictionaries" and click Next.
  7. Select to accept the terms in the license agreement and click Next.
  8. Click Finish to begin the installation. When the Update Manager has completed processing, you are prompted to restart the client for changes to take effect. Click OK.

Enabling bidirectional text

A bidirectional language is one that can write either right to left or left to right based on context. Bidirectional text is supported on Windows operating systems. Lotus Expeditor recognizes Hebrew and Arabic as bidirectional by default on Windows systems. Hebrew and Arabic, and right-to-left orientation is not supported on Linux operating systems.

Set the orientation of the text that displays in the workbench by completing on of the following steps:

Note: The order of these options reflects the order of priority by which the text orientation is determined.

If no action is taken, the platform defaults to a left to right orientation.

Installing and configuring the integrated browser application

The Integrated Browser application can be installed within the Lotus Expeditor Client. The Integrated Browser application provides a general embedded browser application that can be launched as an application within the workbench, or as an external browser in a separate window, which is the default. Also, you can set your home page at the preference page.

The Integrated Browser application automatically utilizes proxy preference settings within the Lotus Expeditor Client.

Security and firewall information:

When running a Lotus Expeditor application with the Web browser on Windows, you may be requested to give permission for the "IEOOP.exe" program to access the network (both your trusted network and internet) through client firewall. The program "IEOOP.exe" is installed with Lotus Expeditor Client and enables browser applications to access Web content. To allow Web browser applications to access to the network, you must allow this program to access to the network through your firewall.

Installing the integrated browser:

  1. Select File > Application > Install from the main menu.
  2. Select Search for New Features to Install, then click Next.
  3. If you have been provided a DVD, or network attached drive, select Add Folder Location.
    1. Browse to the desktop/updates/platform directory.
    2. Click OK.
    3. You may optionally change the site name. Click OK.
  4. If you do not have the media or a network attached drive, you will need to obtain the Update Site address from your administrator.
    1. Select Add Remote Location.
    2. Add a name to identify the site, and enter the URL that you were provided.
    3. Click OK.
  5. In the list, select only the site that you just added, then Finish.
  6. Expand the tree next to the location you created in step 3 or 4.
    1. Expand the tree next to runtimes.
    2. Select the Integrated Browser Application Component.
    3. Select Next.
  7. Read the license terms provided, and if acceptable, click Next.
  8. The Integrated Browser application will be displayed as a feature to install. Select Finish to install the application.
  9. Click Finish.
  10. When prompted to restart, select Yes.

Configuring the integrated browser:

Use the Web Browser preferences page to configure the integrated browser application. You can configure the home page and you can configure which browser will be launched when clicking on the application launcher. Refer to Setting preferences to learn how to access the Preferences page.

If you select "Use the browser embedded in this client, this will launch new browsers as applications within the workbench. If you select "Use the browser I have set as the default for this operating system", this will launch your system default browser in its own window.

Installing and configuring the embedded Lotus Sametime application

The embedded Lotus Sametime® application is not installed by default. You must install the embedded Lotus Sametime application.

When running embedded Lotus® Sametime® on Windows®, you may be requested to give permission for the "expeditorw.exe" program to access the network (both your trusted network and internet) through client firewall. To allow Embedded Sametime to access to the network, you must allow this program to access to the network through your firewall.

To install embedded Lotus Sametime:

  1. Select File > Application > Install from the main menu.
  2. Select Search for New Features to Install, then click Next.
  3. If you have been provided a DVD, or network attached drive, select Add Folder Location.
    1. Browse to the desktop/updates/platform directory.
    2. Click OK.
    3. You can optionally change the site name. Click OK.
  4. If you do not have the media or a network attached drive, you will need to obtain the Update Site address from your administrator.
    1. Select Add Remote Location.
    2. Add a name to identify the site, and enter the URL that you were provided.
    3. Click OK.
  5. In the list, select only the site that you just added, then click Finish.
  6. Expand the tree next to the location you created in step 3 or 4.
    1. Select the checkbox in front of the Embedded Sametime entry. This will select all of the features that make up the Embedded Sametime application.
    2. Select Next.
  7. Read the license terms provided, and if acceptable, click Next.
  8. The Embedded Sametime application will be displayed as a list of features to install. Select Finish to install the application.
  9. Click Finish.
  10. When prompted to restart, select yes.

To configure embedded Lotus Sametime:

Use the Preferences page to configure the Sametime application. After you have installed Lotus Sametime, a set of Sametime-specific preferences pages display in the Lotus Expeditor Preferences page. Refer to Setting preferences to learn how to access the Preferences page.

Installing and configuring the Order Entry sample application

This "client side" sample provides both a rich client application and a Web application version. Use these samples to become more familiar with how to install and launch applications using the Workbench. Note that application developers interested in obtaining both the client and server portion of this sample application must install the IBM Lotus Expeditor Toolkit. The Order Entry application shows two different user interface styles to access the application:
  • Using views
  • Using the embedded browser supplied with the Workbench
The sample demonstrates a simple application that enables a delivery employee to capture orders from convenience stores for cans and bottles of a beverage. Orders submitted are retained until the client connects to a server application.

To install the Order Entry sample application:

  1. Select File > Application > Install from the main menu.
  2. Select Search for New Features to Install, then click Next.
  3. If you have been provided a DVD, or network attached drive, select Add Folder Location.
    1. Browse to the /updates/platform directory. Click OK.
    2. You may optionally change the site name. Click OK.
  4. If you do not have the media or a network attached drive, you will need to obtain the Update Site address from your IT personnel.
    1. Select Add Remote Location.
    2. Add a name to identify the site, and enter the URL that you were provided.
    3. Click OK.
  5. In the list, select only the site that you just added, then Finish.
  6. Expand the tree next to the location you created in step 3 or 4.
    1. Expand the tree next to samples.
    2. Select the Order Entry Sample
    3. Select Next.
  7. Read the license terms provided, and if acceptable, click Next
  8. The Order Entry Sample will be displayed as a feature to install. Select Finish to install the feature.
  9. Click Finish.
  10. When prompted to Restart, select Yes.

To configure the Order Entry application:

Use the Preferences page to configure the Order Entry application. After you have installed the sample, an Order Entry preferences pages display in the Lotus Expeditor Preferences page. Refer to Setting preferences to learn how to access the Preferences page. You can specify a host name or IP address on which the server application is listening, and you can specify a port number on which the server application counterpart is listening. The default values are localhost and 8082, respectively. Select whether or not to Clear Local Database. If selected (default), this option resets the database content to a list of customers with no orders. If this option is not selected, database contents retain the orders from the previous use.

Installing and configuring the eSWT demo application

The eSWT demo application contains a number of showcases that show eSWT widgets, both alone, and combined to form some simple application functionality. The information provided in this section will give you the steps you need to install and set up the eSWT demo application on Windows® devices.

To install the eSWT demo application:

  1. Browse the installation DVD to find the CD_installation_directory\updates\Device directory.
  2. Copy this folder either to the My Documents folder on the device or a storage card.
  3. Create a new site location:
    1. Launch Application Manager by clicking Start > Programs > Lotus Expeditor > Application Manager.
    2. Click on Install New Applications/Features and close the hint popup.
    3. Click on Command->Add Location.
    4. Select Local and click Next.
    5. Select the site.xml file that is in the update site folder you copied in Step 2.
    6. Click Finish.
  4. Search location and install
    1. Check the newly created bookmark and click Next.
    2. Expand the feature tree.
    3. Check Samples and click Next.
    4. Select one of the license acceptance statements and click Next.
    5. After the installation completes, you will see the eSWT demo icon display in the Lotus Expeditor folder.

Open the demo by selecting eSWT Demo App from your list of installed applications on the device. Click any of the showcases listed. Some of them show just widgets. Others show widgets being combined to form some simple application functionality. Return to the main list of showcases by clicking Command > Back to Menu. You can return to the main list of showcases from any showcase. The source code for the eSWT Demo is available separately.

More information

IBM Lotus Expeditor Licensed Materials - Property of IBM. (C) Copyright IBM Corp. 2006, 2008. All Rights Reserved. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, Lotus, and WebSphere® are trademarks of International Business Machines Corporation in the United States, other countries, or both. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Microsoft® and Windows are registered trademarks of Microsoft Corporation in the United States, other countries, or both. Java™ and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.



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Last updated: October 21, 2008
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