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Lotus Training Overview
The Lotus Notes User Essentials PLUS Pack isn’t a traditional “course” in which you are guided through a structured sequence of concepts and experiences. Instead the PLUS Pack is a collection of standalone, advanced topics that you will want to learn about after you have taken the Lotus Notes User Essentials course.
You may want to include some of the PLUS Pack topics to enhance the Lotus Notes User Essentials course, or come back later to learn more about particular aspects of Notes on an as-needed basis.
Lotus Training Learning Objectives
In this course you will learn advanced concepts and skills related to these areas:
- Mail
- Calendar
- Sametime
- Document Editing
- Search
- User, Application, Document, and Workstation Security
- Notes as an Internet client
- Notes User Interface and Tools.
While most of the subjects in this course apply to both Notes Standard and Basic configurations, all the screens and commands demonstrated in this course are from the Notes Standard configuration.
Lotus Training Audience
This course is designed for Lotus Notes users who have mastered the content of the Lotus Notes 8.5.3 User Essentials course.
Lotus Training Course duration
There is no recommended duration for these materials.
Course design
This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.
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
1 Mail
Mail Preferences and Options
- Always keep a copy of sent messages
- Use Letterhead
- Delivery options
- Outgoing mail checking
- Exercise: Mail delivery options
- Advanced delivery options
- Delivery Information
- Internet mail preferences
- Send phone message
Search for Employee Email Addresses
- Select addresses
- Search for names in LDAP directories
- Add new LDAP directories for lookup
- Ambiguous Names
Stationery
- Message Stationery
- Personal Stationery
Message AutoSave
- Enable AutoSave in Notes
- When AutoSave runs
- AutoSave timeline
- If you never saved the document: Scenario 1
- If you never saved the document: Scenario 2
- Manually run AutoSave
Notes Minder
- Start Notes Minder
- New mail notification
- Notes Minder actions
- Visual notification of new messages
Mail, Calendar, and Contacts Delegation
- Mail is private by default
- Delegation and your privacy
- Access to your Calendar for scheduling
- Verify Mail file ownership
- Delegate your Mail file
- Create shortcut to another’s Mail
- Exercise: Calendar delegation
- Display sender Information in messages
- Delegate Mail Contacts
- Create shortcut to another’s Contacts
- Calendar delegation and time zones
Mail Rules
- Rules
- Create QuickRule
- Exercise: Create QuickRule
- Manually create a Rule
- Exercise: Manually create a Rule
- Multiple Rules
- Blacklist and Whitelist tag Rule conditions
- Blacklist Example
Local Message Archive
- You have exceeded your quota
- Delete messages, run Calendar Cleanup, and compact Mail file
- Why archive messages?
- Configure local message archiving
- Routine message archive
- Recover archived message
- Archive Log database
- Remove expired messages from your Mail
- Administrator control over archiving
- Export message to .eml file
SwiftFile
- How SwiftFile works
- SwiftFile works only on Shared folders
- Install SwiftFile
- Activate SwiftFile
- Using SwiftFile
- Uninstall SwiftFile
2 Calendar
Calendar Configuration
- Current Location
- Regional preferences
- Display time zone and alternate time zone
- Calendar display preferences
- Default Calendar Entry type
- Colors used to help distinguish entries
- Alarm configuration
- Scheduler preferences
- Control who can query your schedule
Manage Meeting Invitations
- Delete meeting invitations
- Show invitations and notices in Calendar, not Inbox
- Autoprocess Meeting invitations
Resource Management
- Open Resource Reservations application
- Who can create rooms and resources
- Step 1: Create a site
- Step 2: Create resource at site
- Room and Resource ownership
- Verify resource in Domino Directory
- Site document: Automatic reminder notices
- Resource document: Limit advanced reservations
- Edit resource attributes
- Rename resource
- Delete resource
Meeting Rooms and Resources
- Exercise: Schedule a meeting and reserve a room
- Restrictions on room and resource reservations
- Reservation approval process
- Automatic reminder notices
- Preferred rooms and resources
Direct Room and Resource Reservations
- Why make a direct reservation?
- Who can make direct reservations
- Reserve a room in Resource Reservations
- Immediate reservation feedback
- Exercise: Make direct reservation
- Resource views
- Quick reservation
- Transfer reservation to new owner
- Edit a reservation
- Cancel a reservation
Group Calendars
- Open Group Calendars view
- Create Group Calendar
- Exercise: Create Group Calendar
- Create Group Calendar from sent messages
3 Sidebar and Symphony Applications
Sametime Contacts and Primary Contacts
- Status changes
- Add personal Sametime Group
- Exercise: Add personal Sametime Group
- Add public Sametime Group
- Exercise: Add public Sametime Group
- Chat with multiple people
- Exercise: Chat with multiple people
- Format tools
- Right-click menu for Contact
- Sametime Contacts list view options
- Save chat transcripts
- View chat transcripts automatically saved to a folder
- Import/Export Contacts to file
- Sametime Primary Contacts
My Widgets
- Display the My Widgets Sidebar Application
- Set Notes as your Web browser
- Add a widget from the Widget Catalog
- Configure a widget from the current context
- Example 1: Widget from a Notes view
- Example 2: Widget from a Web page
- Example 3: Widget from a Google Gadget
- Live text widgets
- Example 4: Live text lookup to Company Directory
- Example 5: Stock symbol recognizer
- Add a plug-in from an Update Site
Status Updates and Files
- Connections plug-ins and preferences
- Update your Profile
- Search for Profiles
- View another persons Profile
- Build your Network
- Update your status
- Files page in Connections
- Share a file
- Upload new version
- Files Sidebar Application
- Set Email Preferences in Connections
Lotus Symphony Applications
- Why use Symphony?
- Create new file
- Create new file from template
- Common elements
- Create a Presentation file
- Create a Spreadsheet file
- Create a Document file
- File formats
- Symphony Help
4 Document Editing
Rich Text Formatting
- What is Rich Text?
- Show more of the Edit Document Toolbar
- Format Rich Text using Text properties
- Formatting tips
- Language tagging
- Pictures
- Image resources
- Highlight text
- Exercise: Format Rich Text
- Permanent pen
- Named paragraph styles
- Use the default fonts in documents
- Set the default fonts on your computer
- Special characters
- Text popup
- Exercise: Text popup
- Find and replace text
- Add a bulleted list
- Reorder lists
- Indented numbering
- Exercise: Add numbered list
- Tables
- Create table
- Add a Basic table
- Format a table
- Insert, append, and delete table rows or columns
- Cell width
- Exercise: Add table to a document
- Reorder table rows
- Merge and Split cells
- Nested tables
- Exercise: Animated table
- Print tabbed tables
- Sections
- Exercise: Sections
- Hide when
- Exercise: Hide a paragraph
- Document properties
- Print header and footer
Link Options
- Link Hotspots
- Change or remove a Link Hotspot
- Move or copy a link
- Anchor Links
- Image maps
- Link to a Named Element
- Automatic URL conversion to a hotspot
- Link to a URL
- Application Link
- View Link
- Copy a view into table (with links)
Document Locking
- Automatic document locking
- Exercise: Automatic document locking
- Manual long-term document locking
- Exercise: Long-term document locking
- Document locks and mobile users
Replication or Save Conflict
- Replication defined
- Document replication conflicts
- Save conflicts
- Conflict resolution
Document Version Tracking
- Types of version tracking
- Manual or Automatic versioning
- Optional developer work
5 Search
Open Any Notes Application
- Open an application
- Search for an application title
- Application Catalog
Search for Information
- Find text in a folder or view
- Starts with
- Full Text Search
- Full Text Search results
- Exercise: Full Text Search
- Improve your results
- More search options
- Exercise: Use the Search Builder
- Toolbar Search
- Add Web search site to Search List
- Right-click search
Full Text Search Operators
- Any or all words
- Exact phrase
- Boolean phrase
- Web-style search
- FIELD or [fieldname] operator
- Reserved characters and words
- Additional search operators
Domino Domain Search
- Verify your Catalog/domain search server
- Conduct a Domain Search
- Exercise: Domain Search
- More Domain Search options
Interest Profiles and Application Subscriptions
- Interest Profiles
- Add Topic/Thread To Interest Profile
- Convert My Interest Profile to a Subscription
- Subscriptions
- Configure Notes to monitor applications
- Subscribe to an application
- Document selection options
- View subscription results
- Work with subscription results
- Subscription Options view
- Select documents that match the selected criteria
- Exercise: Subscribe to Public Forum application
- Why subscribe to your Mail?
Document Content Maps
- Knowledge Taxonomy
- Create your companys taxonomy
- Import a taxonomy
- Add metadata information to documents
- Verify your Catalog/Domain Search Server
- Exercise: Meta tab information
- Problems with the Meta tab
- Challenges to categorized information
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6 User, Application, Document, Workstation Security
User Security Basics
- Key to start Notes
- Server access
- User ID responsibilities
- User Security dialog box
- Find your current Notes user name
- Lock your Notes User ID
- Change your password
- Forced password change
- Compromised User ID or password
- Forgot your password
- Change your Notes user name
- Notes Shared Login for Windows
Application Security
- Application access
- Determine your access level to an application
- Application Access Control List settings
- Exercise: Determine your access level
- Special ACL rights
Document Security
- Private documents
- Reader Access Control List
- Anonymous documents
- Create a copy of a document
- Security implications of copying a document
- Design implications
Workstation Security
- How ECLs work
- View your ECL
- Default and No Signature
- Edit your ECL
- Domino administrator control over your ECL
- Enable Java applets and JavaScript
7 Notes as an Internet Client
Web Browsing
- Define your browser
- Open the Web browser
- Address Toolbar
- Bookmark a Web page
- Notes Web browser preferences
Feeds Sidebar Application
- Open Feeds application
- Add a feed
- Read the feed headlines
- Change the feed display
- Feed preferences
- Individual feed settings
iCalendar Data Exchange
- iCal standard
- Associate Notes with iCal files
- Import .ics file into Notes
- Manage imported iCal file
- Launch URL to import ICS file into Notes
- Drag a URL to an .ics file into Notes
- Export Calendar Entries from Notes
- Import Notes .ics file into Outlook
- Import Notes .ics file into Google Calendar
- Import Notes .ics file into Mozilla Lightning
- iCal meeting invitations
Internet Mail
- Send and receive Internet mail
- Notes and Internet mail in the same Inbox
- Notes and Internet mail in different Inboxes
- Sign and/or Encrypt messages sent to Internet email users
- Internet Certificates
- Obtain your Internet Certificate
- Import Internet Certificate File into Notes User ID
- Digitally Sign a message
- Outlook Express signs message to Notes user
- Notes user accepts senders Certificate for encryption
- Internet mail preferences
8 Notes User Interface and Tools
Window Management and Bookmarks
- Windows and Themes
- Large Fonts
- Close all window tabs
- Show Thumbnails button
- View your Bookmarks in the Open List
- Dock the Open List
- Default Bookmark folders
- Add Bookmark
- Manage Bookmarks and Bookmark Folders
- Exercise: Bookmarks
- Restore default Bookmarks
- Legacy Workspace
- Exercise: Workspace
Home Page
- Default Home Page
- Exercise: Quick Notes
- New Home Pages
- Frames Home Page
- Exercise: Create Frames Home Page
- Personal Page Home Page
- Set Bookmark as Home Page
Toolbars and Status Bar
- Advanced Menus
- Toolbars
- Enable/disable advanced Toolbars
- Toolbar Preferences
- Status Bar
Microsoft Office and Lotus Symphony Integration
- Send current file via email (Office and Symphony)
- Attachments (Office and Symphony)
- Import/export (Office and Symphony)
- Embed Office object in Rich Text field (Office only)
- Microsoft Office Library (8.5) application (Office only)
- Document Library application (Office and Symphony)
- Create Notes link in other application (Office only)
- Smart Tags (Office only)
- Smart Tags troubleshooting
- Custom programs (Office and Symphony)
Work Offline
- 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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