This course is designed for help desk personnel responsible for supporting Notes 8.5.3 Standard and Basic configurations users, whether they are connected via the network or modem.

The course starts with a technical discussion of how Notes and Domino work together. The course provides a very practical approach to fulfilling most user requests and solving many workstation problems, but at the same time helping you understand when to escalate problems to the Domino or Notes administrator or to a custom application developer.

Lotus Training Learning Objectives

In this course, you will learn how to:

• install and configure Notes Standard and Basic configuration clients
• configure Notes for multiple and roaming users
• troubleshoot network connectivity, Domino Server access, and database access problems
• understand and troubleshoot Notes User ID problems
• configure Notes Mail and make it easier for users to correctly address messages
• troubleshoot mail transfer and delivery problems
• solve Mail database issues, including accidental database and message deletion, reducing file size to meet its quota, and redesigning the database
• create private views and folders
• solve and prevent document-related problems
• export data from a view and create a mail-merge output file and import data into a view to create documents
• create simple agents to automate Notes
• configure Windows and Notes to use a modem to connect to Domino and support mobile users who use Notes while disconnected from the network.

Lotus Training Audience

This course is designed for help desk workers responsible for direct Notes user support. These people do not typically have Domino Administrator or administrative rights to the Domino Server but are responsible for installing, configuring, and supporting Notes users.

Before taking this course, it is recommended that you have met these prerequisites:

• are proficient using Lotus Notes 8.5.xand have mastered all of the Topics in the Lotus Notes User Essentials and Lotus Notes User Essentials PLUS Pack courses
• understand the principles and operation of personal computer networking using TCP/IP in LAN/WAN/Internet environments
• have installed and supported the Windows operating system, as well as applications used by those systems
• know how to configure network interface cards and modems.

This course is part of a series of help desk staff training courses.

Courses later in the series assume that you have mastered the content of earlier courses. Depending on your job responsibilities, you may need to follow this course with the Lotus Notes Administration course. That course is designed for administrators responsible for registering Notes users and developing Policies, and who have at least limited administrator rights to the Domino Directory.

Lotus Training Course duration

To cover all topics in this course, you will need at least 3 days.

Course design

This is an intensely practical course, combining thorough conceptual training with significant hands-on experience using and configuring Notes. As you learn about various aspects of how to support Notes, you will immediately apply the concepts and techniques.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.

Lotus Training Course outline

Topic 1: The Domino Client Support Landscape

• Notes client and Domino Server
• Clients that connect to Domino
• Defining technologies
• Support roles in an organization
• Support resources
• Create a support database

Topic 2: Install Notes

• Install a new Notes user
• Notes software installers
• Obtain the installer package
• Windows security
• Ways to run the installers
• Offsite installation is OK
• Demonstration: Install Notes Standard configuration software
• Step 1: Start the Notes Standard configuration installer
• Step 2: Installation Path Selection
• Installation directory locations
• Step 3: Custom Setup
• Step 4: Ready to Install and set default Internet clients
• Start the installation
• Step 5: Reboot computer
• Results of the installation
• Step 6: Ready to start Notes
• Install Fix Packs
• Customizing the installation process
• Custom Installation: InstallShield Tuner for Lotus Notes
• Custom installation: Modify configuration files
• Custom Installation: Notes install manifest for Eclipse features
• Update Notes Software and applications

Topic 3: Configure Notes

• Exercise: Client Configuration wizard
• Exercise: Check Notes configuration
• Setup Settings document
• Scripted setup
• Information needed for Notes to start
• Summary: What Notes needs to access Domino
• Start Basic configuration from Standard installation
• Exercise: Create Shortcut to start Basic configuration
• Notes character display sizes
• Notes Standard configuration startup sequence
• Notebook application

Topic 4: Notes-Network-Domino

• Notes connectivity overview
• Network configuration overview
• Basic network connectivity
• Operating system configuration
• Protocol-level connectivity testing
• Network statistics
• Router paths
• NotesCONNECT
• Connection problems at startup
• Port settings in Notes
• Locations
• Connection document
• Role of Home/Mail Server
• How Notes locates a Domino Server
• Trace Connections from Notes
• Exercise: Network connectivity
• Proxy and firewall servers
• User connections to servers in other Domino Domains

Topic 5: Troubleshoot Notes

• Notes Log
• Debug variables
• If Notes crashes
• Manually kill Notes
• Reset Notes to run Client Configuration wizard
• Run Client Reconfiguration wizard with Notes running
• How to back up user files
• Reinstall, modify, or repair Notes
• Completely uninstall Notes and data files
• Notes Install Cleanup Executable (NICE) tool
• Eclipse error logging
• Eclipse problems

Topic 6: Alternative Ways to Install and Operate Notes

• Strategy 1: Shared executable files (Basic configuration only)
• Strategy 2: Multiple users on one computer
• Strategy 3: Roaming between computers
• Strategy 4: Data directory on a file server (Basic configuration only)
• Strategy 5: Virtual desktop
• Strategy 6: Switch locations
• Strategy 7: Browser access to mail
• Strategy 8: Notes on USB flash drive

Topic 7: Access Errors

• Sequence of access errors
• Error 1: Contacts not found
• Error 2: Wrong Notes password
• Error 3: Cant find path to server
• Error 4: Failure to authenticate
• Error 5: Server Error: You are not authorized to use the server
• Error 6: User cant create a new or replica database on a server
• Error 7: You are not authorized to access that database
• Error 8: User cant create a document in database
• Error 9: User cant delete his/her own document
• Error 10: User accidentally deletes his/her own document
• Error 11: User cant edit or delete others documents
• Error 12: Certain custom database features are not visible
• Error 13: User cant create local replica of server-based database
• Error 14: User cant open local encrypted database
• Error 15: User cant open encrypted document
• Exercise: Server and database access
• Notes Basic configuration: Sametime
• Notes Standard configuration: Sametime
• Both Notes configurations: Sametime
• Execution Control Lists

Topic 8: Configure Notes Mail

• Message transfer protocols
• Message flow
• Notes Mail configuration
• User Mail database ACL
• Create a Message
• Message format
• Send Message
• Deliver message to user
• Read messages
• User Preferences vs. Mail Preferences
• Make Notes the default mail program
• Mail security
• Exercise: Sign and encrypt message
• User can't open Notes-encrypted message

Topic 9: Address Messages

• Accurate addressing
• Local Contacts
• Contact documents
• Exercise: Add contact
• Recent Contacts view
• Use Recent Contacts view
• Public Keys for Notes message encryption
• Mailing Lists (Groups)
• Exercise: Contact and Group documents
• Mobile Directory Catalog
• Exercise: Create replica of the Mobile Directory Catalog
• Import contacts from Microsoft Outlook
• Create vCard from Contact
• LDAP Account documents

Topic 10: Troubleshoot Message Transfer and Delivery

• Message flow
• Exercise: Mail configuration
• Transfer failures
• Delivery Information
• Exercise: Read delivery information
• Delivery failures
• Delivery options
• Exercise: Delivery options
• Internet mail delivery failures

Topic 11: Manage User Mail Databases

• Problem 1: Accidental Mail database deletion
• Problem 2: Accidental message deletion
• Problem 3: Exceed size quota
• Help users slim down mail
• Use a shared attachment database
• Message archiving
• Calendar Cleanup
• Database compression
• Domino Attachment and Object Service
• Problem 4: Wrong or obsolete design

Topic 12: Private Views and Folders

• Why create a private view
• Security and storage
• Where is my private view?
• View characteristics
• View restrictions
• Create a private view
• Customize private view
• Understand the data
• View selection options
• Simple Search
• Conditions options
• Select by formula
• Time-based selections
• Select by document property
• Selection by exclusion
• Columns show data
• Column Value
• Example formulas
• Column properties
• Column Info tab
• Column Sorting tab
• Format tabs
• Advanced tab
• Exercise: Create private view
• Create private folder
• Delete private view or folder

Topic 13: Document Issues

• Problem 1: Changing forms to read a document
• Alternate forms
• User manually changes forms
• Automatically change forms
• Potential user confusion
• Problem 2: Replication conflicts
• Manual reconciliation
• Prevent conflict documents by design
• Automatic document locking
• Long term document locking
• Document locks and mobile users
• Exercise: Replication conflicts and document locking
• Problem 3: Phantom documents return
• Problem 4: Document reader lists
• Recover private documents
• Exercise: Private document
• Problem 5: Removing document from folder versus deleting it
• Problem 6: Copied and pasted documents

Topic 14: View-Level Export and Import

• Copy Selected as Table
• Print calendar to document
• View-level export
• Export to Calendar File
• Export to Comma Separated Value
• Export to 1-2-3 file
• Export to Structured Text
• Export to Tabular Text
• Export Contacts
• Other reporting products
• View-level import

Topic 15: Simple Agents

• Elements of every agent
• Agent considerations
• Agent List
• New Agent dialog box
• Add (simple) actions
• Document selection
• How Simple Actions operate on documents
• Simple Action actions
• Exercise: Newsletter agent
• Safe agent testing
• Running agents locally on a schedule

Topic 16: Notes-Modem-Domino

• Offline use
• Ideal pre-configuration for user
• Steps to connect via modem
• Install modem hardware
• Exercise: Simulate adding modem in Windows XP
• Network Dialup overview
• Information you will need for Network Dialup
• Notes Port settings for Network Dialup

Topic 17: Network Dialup Connection and Location

• Connection documents
• Create a Connection using the Notes Client Reconfiguration Wizard
• Create a Connection from a Location document
• Location documents
• Proxy servers and HTTP tunneling
• One connection, multiple locations
• Exercise: Simulate Network Dialup configuration of connection
• Test your location and connection
• Prompt for time/date/phone in Location documents
• Travel across time zones
• Phonebook database
• Domino Passthru Servers
• Passthru topology
• Client-side Passthru configuration
• Server-side configuration
• Passthru server-side security
• Passthru authentication
• Passthru logging

Topic 18: Prepare Notes for Mobile Use

• What mobile users need
• Two ways to work remotely
• Replication
• Create replica database
• Make application available offline
• Exercise: Create replica copies and replicate
• Setup/Desktop Settings policy documents
• Choose replica to open from a Bookmark
• Replicate databases
• Replicas and the database ACL
• Exercise: Replicate databases
• Replication and Sync page
• Database replication tasks
• Call Entry/Hangup Entry tasks
• Schedule task
• High priority databases
• Enable the replication schedule
• Exercise: Scheduled replication
• Force Replication and Sync page tasks
• Replication settings
• Easy selective replication
• Local free time information
• Local Free Time database
• Add Free Time to the Replication and Sync page
• Drawbacks of disconnected schedule lookups
• Replication and Sync page options
• Replication History
• Replication troubleshooting
• Managed Mail Replica
• Local, manual configuration of Managed Mail Replica

Topic 19: Additional Mobile Security

• User responsibilities
• Encrypt existing local databases
• Database security and replication
• Enforce consistent ACL
• Replicate or copy documents ACL attribute

Topic 20: Take Notes on the Road

• iNotes alternative
• Two ways to work remotely
• Before you leave the office
• Replica of your Mail
• Other things not to forget
• While you are in transit
• When you arrive at your destination
• Replication and Sync page
• When you receive messages
• When sent messages are transferred out
• Verify database encryption
• Enable network encryption
• Keep replication times short
• Back in transit
• When you return to the office
• Exercise: Simulate travel
• Schedule replication
• Replication and accidental document deletion

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