CSNCurrent en:Integration into personal mail files

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From version 2.8 the functionality of CS4N can be integrated into the standard "Memo" form of the personal mail file. Your users can use Cryptshare without having to switch to another application. This provides a simplified user experience for secure e-mails and large files. This document describes how the appropriate design elements should be added to the e-mail template.

Required Software and Credentials

• The Notes Designer client and Developer level access rights are required to make changes to the mail template
• The Domino Administration Client and Administrator level access rights are required to set up Domino server rules.

Prerequisites

The following prerequisites need to be fulfilled to allow for successful communication between the extensions in the New Memo Form and the CS4N Configuration:

• Three entries in NOTES.INI have to made on the users' computers to allow for communication between the client and the CS4N application
• A Domino server rule for forwarding e-mails has to be created.
  • A second Domino server rule is required if the option to forward notifications directly to internal recipients is enabled.

Creating the NOTES.INI entries on the client

The entries can be created in two ways:

• Using SmartIcon Roll-Out via E-mail. If the CS4N SmartIcon is installed on the client, the INI settings are made automatically.
• The INI settings can be made manually or can be deployed using Notes Policy

The follwoing entries need to be present on the users' workstation computers:

INI Variable Name	Description
$BEFINE_ContentLanguage	Contains the client language of the current user Example: $BEFINE_ContentLanguage = EN
$BEFINE_CS4LNServer	Contains the Domino Server Name on which CS4N has been installed: Example: $BEFINE_CS4LNServer = befineDemoV01/Befine/DE
$BEFINE_CS4LNApp	Contains the path name of the CS4N application relative to the Domino Server's data directory Example:  $BEFINE_CS4LNApp = befine\CS4N\cryptshare.nsf

Domino Server Rule

At least one mail routing rule has to be set up on Domino server to forward messages to the Cryptshare.nsf database in order that mails are sent encrypted via CS4N. The extension to the mail file template automatically adds a configurable tag to the subject line of Cryptshare messages while sending. This tag is recognised by the Domino server rules so that the message is forwarded into Cryptshare.nsf. This tag is automatically removed during processing of the message.

Creating Rules in the Domino Directory

Rules can be created in the Domino Directory. Open the tab "Configuration" in your Domino Administrator client. In the left-hand side navigation, open "Messaging" - "Configurations". Edit the configuration document for your server. The controls for setting up rules can be found on the tab "Router/SMTP" - "Restrictions and Controls" - "Rules".

Server Rule - Example

The sender address has to contain your own Domino Domain, to prevent incoming mails from being processed by the rule, and the subject line has to contain the tag `[CS4N]` (Sub-Tab "Rule-based processing") If these conditions are met, the message is copied into Cryptshare.nsf.

After having set up a server rule, the Domino Router has to be re-started for the rule to take effect.

You can define how to deal with messages that are processed based on rules using the Sub-Tab "Rule-based processing"

Technical Implementation

The following steps describe, how you can integrate the extension into your mail template: 1. Open the template "-T- Cryptshare Library Vx.xx.x" in the Domino Designer Client.

The design of the script library is hidden. Please never save the script library or compile the e-mail template as this will lead to errors.

2. Copy the script library into the the area with the same name (Code-> Script Library) in your mail template.

3. Copy the subform into your mail template (Common Elements --> Subforms).

4. Copy the 4 graphic elements to your e-mail template.

5. Copy the agent "Cryptshare-CS4N-IncomingMail-Encryption" to your e-mail template

MailIn Agent

After adding the agent to the email template, save it once. To do this, open the agent by double-clicking it, insert a space and/or line break and then save the agent.
The agent's signature must correspond to one of the two variants:
* The signature of the Domino server on which the employees' mailboxes are located.
* The signature of a user who has a mailbox on the Domino server on which the mailboxes of the employees are located.
These specifications are necessary on the part of HCL Domino so that a MailIn Agent works properly

6. Now open the Memo Form in Domino Designer (Alias: Memo)

Steps 7 to 14 also need to be performed for both Reply forms (Alias: Reply)

7. In the Globals area, add the given command.

Source code to copy

Use "Cryptshare-CS4N-Mail-Integration"

8. Add the given code lines to the QuerySave event in the memo form.

Source code to copy

'**************** Cryptshare for Notes Integration ****************
Call CS4N_QuerySave(Source, Continue)
If Continue = False Then Exit Sub
'*******************************************************************

9. In the Queryclose event of the memo form, insert the given program line.

Source code to copy

'**************** Cryptshare for Notes Integration ****************
Call CS4N_QueryClose(cMemoObject, Continue)
'*******************************************************************

10. Add the "Cryptshare-CS4N Integration" subform
a) Up to and including Notes version 10
Insert the Cryptshare for Notes subform below and outside the first table of the memo header table. The embedded subform has to be outside the table, because otherwise the date information will be outside the print area when printing an e-mail.

Continue with step .

b) From Notes version 11
Insert the Cryptshare for Notes subform below and outside the first table of the memo header table in the "MemoV11" submask. The embedded subform has to be outside the table, because otherwise the date information will be outside the print area when printing an e-mail.

Continue with step .

11. Position the cursor into the line and open the dialog for adding a subform.

12. In the following dialogue, highlight the checkbox Formula-based subform and confirm with OK.

For clarity, we recommend this way of implementing a subform. However, you can also implement it directly.

13. Add the text "Cryptshare-CS4N-Integration" to the box for the formula of the calculated Subform "Cryptshare-CS4N-Integration" and confirm.

Source code to copy

"Cryptshare-CS4N-Integration"

14. Save the Form.
Now update the design of your mail application using the modified template. Re-Start the Notes Client. This will make sure that all cached elements are updated. The Memo form will now look as follows.

The available options for the subform are defined by the CS4N configuration and are identical to the available options within the Memo Form within Cryptshare.nsf

Focus color in the input fields of the HCL standard email

Focus color in the input fields of the HCL standard email It is possible to use the focus colors of the Cryptshare for Notes sub-mask input fields for the standard e-mail input fields as well. (Focuscolor...)

Using tags and spell checker at the same time.

To make sure that a message is forwarded into Cryptshare.nsf, a tag (e.g. [CS4N]) is temporarily added to the subject line of the outbound message. The tag is automatically removed by Cryptshare.nsf so that the recipient will receive the original subject line.
If the spell checker is active, however, it will probably highlight the tag [CS4N] as this string is unknown to it. Thus, it is recommended to add the tag to the dictionary. If the user removes the tag during spell checking, the message will not be recognized by the Domino Server rules and not be processed by Cryptshare.

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