During this course you will send and reply to electronic mail using Lotus Notes 6.5+. Because Notes incorporates Lotus Instant Messaging (Sametime), you will also know when people are online so you can chat in real time.

Once you have the basics of mail mastered, you will learn all the options available when you send mail. Because mail is a key business application, you will learn how to organize mail into folders and to archive important messages.

You will learn also how to use the Calendar and how to schedule a meeting and send invitations to other people.

In addition to learning about Notes Mail, you will learn the most commonly used features as you use the Address Book, create a personal Journal, and participate in a shared discussion on a Lotus Domino Server.

Lotus Training Learning Objectives

In this course, you will learn how to:

• navigate in the Notes user interface
• send and receive electronic mail
• format your messages and include attachments
• know when other people are online and communicate with instant messages
• organize your mail into folders
• configure user preferences, mail preferences, and delivery options
• create contacts and group lists in your personal Address Book
• use the Calendar to schedule appointments and meetings
• open other users' calendars and create a Group Calendar
• use the Scheduler to check for free time in other people's schedules
• enable the Out of Office agent to automatically respond to memos while you are away
• archive messages into an Archive database
• create a personal Journal database from a database template
• participate in a shared Discussion database on a Domino Server
• determine your rights in a database and protect your computer from rogue code
• use Notes to browse the Web and send/receive mail from your personal Internet mail account
• create and manage Bookmarks and Bookmark Folders
• use Notes while disconnected from the company network.

There are two audiences for this course :

New Notes users who can :

• start and stop software applications in Microsoft® Windows™
• use Microsoft Windows Explorer to find and organize files
• create, format, and print documents using a graphical word processing software package
• use Microsoft Internet Explorer to browse Web pages and manage a list of "favorite" bookmarks.

This course is sold as a 3-day course, but instead should be thought of as a set of materials from which you can create a custom course that both meets the training objectives and your alloted time frame. Most users do not need the full course to begin using Notes. You can always come back later and train them in more advanced topics.

Lotus Training Course outline

Topic 1: Get Started

What is Lotus Notes?
What is a Notes database?
What is a Notes application?
Personal and shared applications
Start Lotus Notes
Quick tour of the Notes interface
Get Help

Notes User ID
Server access
User ID responsibilities
ID file actions
Recover a forgotten password

Mail and company policies
Open your Mail database
Default email program
Starting window
Create Memo
Address fields
Type-ahead addressing
Select addresses
Search for names
Send mail outside your company
Content fields
Send message
Exercise: Create and send memo
Send phone message
How mail delivery works

Delivery options
Exercise: Mail delivery options
Advanced delivery options

"You have new mail"
Read message
Mail preview
Exercise: Read mail
Read next/previous message
View unread messages
Reply to mail
Exercise: Reply to mail
Re-send a message
Forward message
Copy Into New
Delete mail
Delete mail from the Sent folder
Print message

Navigate in views
View sorting
Customize View
Row colors
Select multiple messages
Print view
Print messages from the view
Exercise: Print a view and messages
View extras
All Documents and Mail Threads views

What is an attachment?
When not to attach a file
How to attach a file
View, Open, Edit, Save, Delete attachments
Exercise: Attach file

Create folder
Send and File
Folder options
Drag messages to folder
Exercise: Organize mail into a folder
Remove message from folder
Exercise: Add and remove messages from folder

Feature 1: Mark message for follow up
Feature 2: Notes Minder
Feature 3: Out of Office agent
Feature 4: Mail Rules
Create Rule
Create QuickRule
Multiple Rules
Exercise: Rules
Feature 5: Block mail from sender Rule
Feature 6: Mail and Calendar delegation
Calendar versus Mail delegation
Exercise: Calendar delegation
Calendar delegation and time zones
Feature 7: Local mail archive
Routine message archive
Recover an archived message
Archive Log database
Schedule the archive
Delete expired messages via archive
Feature 8: Stationery
Memo stationery
Personal stationery

Change online status
User Preferences
Chat with email sender
Create an Instant Contact List
Open Instant Contact List
Chat from the Instant Contact List
Lotus Web Conferencing

Calendar overview
Calendar format
Create Calendar Entry
Create Appointment
Date and Time entry
Exercise: Create appointment
Edit entry
Delete entry
Other Calendar Entry types
Print your Calendar
Print Calendar to document
View other Calendars
Shortcuts to other Calendars
Control who can open your Calendar
Create Group Calendar
View a Group Calendar
Exercise: Create Group Calendar

The invitation process
Invitees
Send the Meeting invitation
Receive an invitation
Scheduler
Scheduler Summary view
Scheduler Details view
Exercise: Use the Scheduler
Availability schedule
Define your availability schedule
Control who can query your schedule
Reserve a room or resource
Meetings view
Invitation delivery options
Autoprocess invitations
Accidentally delete meeting from Inbox
Schedule online meeting
Schedule online meeting from Calendar Entry

Option 1: Repeats
Reschedule a repeated entry
Option 2: Notify Me
Alarm configuration
Missed alarms
Option 3: Mark Private
Option 4: Pencil In
Option 5: Categorize

Preference 1: International preferences
Preference 2: Current location
Display alternate time zone
Preference 3: Display preferences
Preference 4: Default Calendar Entry type
Preference 5: Workday definition
Preference 6: Scheduling conflict handling
Enable conflict checking
Exercise: Conflict checking
Preference 7: Colors used to help distinguish entries
Exercise: Color code Calendar Entries
Preference 8: Holidays
Add holidays

Open Address Book
Address Book views
New contact
Briefcase tab
Advanced tab
Create contact from a directory lookup
Finished contact
View actions
Exercise: Create contacts
Create contact from memo
Print labels from contacts
Group documents
Create groups from contacts
Exercise: Create group from contacts
Create group from sent memos

To Do List overview
New To Do
Quick To Do
Exercise: Create To Do
By Category view
Incomplete and Complete views
To Do's on your Calendar
Complete a To Do
Copy into New To Do
Group To Do's
Exercise: Group To Do

Create Personal Journal database
Exercise: Create/specify Personal Journal
Quick tour of the Personal Journal
Create and edit document
Save document
Exercise: Create and edit documents
Delete documents
Forward document

Open database on Server
Exercise: Open Class Discussion database
Discussion user interface
Exercise: Author Profile
Main Topic form
View categories
Expand view categories with twisties
Read documents
Edit documents
Exercise: Start a discussion
Response documents
Exercise: Create responses
Dual-purpose view twisties
Automatic document locking
Manual document locking

Find text in view
Full Text Search
Search using Full Text Search
Search results
Exercise: Full Text Search
Valid search operators
Improve your results
More options
Exercise: Use the Search Builder
Domain Search
Conduct a Domain Search
Advanced Domain Search options
Exercise: Domain Search

What is Rich Text?
How to add Rich Text
Format Rich Text using the Text properties box
Minimized properties box
Borders around paragraphs
Bullets and numbers
Reorder lists
Indented numbering
Tables
Format a table
Add/delete rows or columns
Cell width
Reorder table rows
Copy view into table
Permanent pen
Highlight text
Format helpers
Pictures
Document properties
Exercise: Format Rich Text
Spell check
Find and replace text
Print header and footer

Database access
Determine your access level
ACL settings
Exercise: ACL
Special ACL rights
Workstation security
Set your ECL

Toolbars
Browser selection
Internet Explorer settings
Browser settings in Notes
Internet mail
Send and receive Internet mail
Two identities, one Inbox
Two identities, two Inboxes
Internet mail security options

Default Bookmarks
Default Bookmark Folders
Add Bookmark to Bookmark Bar
Move, Remove, Change Bookmark
Create Bookmark Folder
Pin Bookmarks Window open
Display Bookmarks as Workspace
Modify Bookmark Folder contents
Exercise: Bookmarks
Bookmark details
Find Bookmarks in Bookmark Folders
Startup Bookmark Folder

The universal Close key
The amazing quick menu
New Welcome Page: Personal page style
New Welcome Page: Frame style
Exercise: Create frame style
Welcome Page: Set any Bookmark as Home Page
Welcome Page: Workplace
Exercise: Quick Notes
Toolbars
Enable/disable toolbars
Toolbar preferences
Add new tool
Status Bar
Add items to Status Bar
Exercise: Customize Status Bar
Re-order window tabs
Show Window menu
Open document in its own window
Exercise: Window tabs
Document links
Create a Notes document link
Exercise: Create document link
Link message

Two ways to work remotely
Before you leave the office
Other details not to forget
While you are in transit
When you arrive at your destination
Replication page
When you receive mail
When sent messages are transferred
Keep replication times short
Back in transit
When you return to the office
Exercise: Simulate travel
Schedule replication
Replication and accidental document deletion