Lotus Notes 7 User Essentials Course

During this course you will send and reply to electronic mail using Lotus Notes 7. Once you have the basics of Mail mastered, you will learn all of the options available when you send mail. Mail is a key business application, so you will learn how to organize your messages into folders and how to archive important messages.

Because Notes incorporates instant messaging, you will also know when people are online so you can chat in real time.

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

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

This course also teaches how to customize your Notes environment so that you can be a more effective contributor and collaborator.
 
NOTE: Conference Call with the instructor is advised in order to select the topics of most interest to cover in the 3 day time period.

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.

For these individuals, only parts of the course may be presented.
 
Help desk employees who want an in-depth understanding of how Notes is used on a day-to-day basis. This course is typically followed by the Lotus Notes 7 Support course.

Upon completion of this course, the participant will be able to:
> Navigate in the Notes user interface
> Send and receive electronic mail and include file attachments
> Know when other people are online and communicate with instant messages
> Start instant meetings and participate in Web conferences
> Organize your mail into folders and use SwiftFile to predict your choices
> Configure user preferences, Mail preferences, and delivery options
> Establish Mail Rules to process incoming mail on your behalf
> 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 a local Archive database
> Create a personal Journal database from a database template
> Participate in a shared Discussion database on a Domino Server
> Utilize document locking to prevent simultaneous updates
> Resolve replication conflicts
> Use three types of version tracking
> Find information using the Notes search tools, including full text search
> Format Rich Text fields that include bulleted and numbered lists, tables, sections, hidden paragraphs
> Determine your rights in a database and protect your computer from rogue code
> Delegate your Calendar and Mail to a colleague when you are unable to respond personally
> Use Notes to browse the Web and send/receive mail from your personal Internet mail account
> Create and manage Bookmarks and Bookmark Folders
> Create Document Links and hotspots to Web pages
> Use Notes while disconnected from the company network

Get Started
Your company network
Notes and Domino on the network
Secure sharing
Start Lotus Notes
Other possible Welcome Pages
Quick tour of the Notes interface
Get Help
Exit Notes
 
Understand Lotus Notes
What is Lotus Notes?
What is a Notes database?
What is a Notes application?
 
Notes Preferences
User preferences
Location preferences
Client Reconfiguration Wizard
Mail preferences
Administrator control over preferences
 
Send Message
Open your Mail database
Starting window
Create Memo
Address fields
Type-ahead addressing
Select addresses
Ambiguous Names
Address mail to people outside your company
Content fields
Send message
Blank Subject warning
Exercise: Create and send memo
 
Search for Addresses
Search for addresses
 
Mail Preferences and Options
Always keep a copy of sent messages
Use Letterhead
Delivery options
Spell check every message you send
Exercise: Mail delivery options
Advanced delivery options
Text signature
Set Notes as your default email program
Send phone message
 
Stationery
Memo stationery
Personal stationery
 
Message AutoSave
Enable AutoSave in Notes
When AutoSave runs
AutoSave timeline
If you never saved the document: Scenario 1
Manually run AutoSave
If you never saved the document: Scenario 2
 
Read Messages
New mail notification
Finding unread messages
Refresh the display
Read a message
Exercise: Read a message
Print message you are reading
 
Message Reading Options
New mail notification
Read next/previous message
Read next/previous unread message
Filtering a folder or view to show only unread messages
Marking messages read or unread
Preview Pane
Exercise: Preview Pane
Embedded mail thread view
Message Marking: Recipients
 
Notes Minder
Start Notes Minder
Notes Minder is running
New mail notification
Actions
Visual Notification for Mail
 
Respond to Messages
Reply
Exercise: Reply
Delete
Exercise: Delete and recover a message
Create Memo to any addressee
Re-send
Forward
Follow up
Exercise: Follow up
Copy Into New
 
Navigate in Folders and Views
Navigation keys
Folder and view sorting
Select multiple messages
Print folder or view
Print messages from a folder or view
 
Customize Folders and Views
View sorting preference
Minor folder and view customization
Row colors
 
File Attachments
What is an attachment?
When not to attach a file
How to attach a file
View, Open, Edit, Save, Delete attachments
Changed attachment warning
Exercise: Attach file
 
Organize Messages using Folders
Create folder
File messages
Exercise: Organize mail into a folder
Remove message from a folder
Exercise: Add and remove messages from folder
Folder options
 
SwiftFile
How SwiftFile works
SwiftFile works only on Shared folders
Install SwiftFile
Activate SwiftFile
Using SwiftFile
Uninstall SwiftFile
 
Out of Office Agent
Enable the Out of Office agent
Messages from Internet addresses
 
Mail Rules
Create QuickRule
Exercise: Create QuickRule
Block Mail from Sender Rule
 
Advanced Mail Rules
Manually create a Rule
Exercise: Manually create a Rule
Multiple Rules
Blacklist and Whitelist tag Rule conditions
 
Local Mail Archive
Why archive mail?
Configure local Mail archiving
Routine message archive
Recover archived message
Archive Log database
Schedule the archive
Remove expired messages from your Mail
Administrator control over archiving
 
Instant Messaging
Lotus Sametime clients
Log on to Sametime Server
Status Bar messages
Change online status
Presence awareness
In-context chat with person who is online
Exercise: In-context chat
Out-of-context chat
Out-of-context chat with Web Conferencing
Instant Messaging Contact List
Add contacts
Instant Messaging Contact List icons
Chat from the Instant Messaging Contact List
Exercise: Add contact and start chat session
 
Instant Messaging Preferences and Options
User Preferences
Instant Messaging Contact List display options
Leave a message
Save chat transcript
Paste Notes links into Chat window
 
Calendar
Calendar overview
Create Calendar Entry
Calendar Entry types
Create Appointment
Date and Time entry
Change the appointment
Exercise: Create appointment
Calendar format
Delete entry
Calendar Cleanup
Print calendar
Print Calendar to document
 
Calendar Entry Options
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: Specify a different time zone
Option 6: Categorize
 
Calendar Configuration
Preference 1: International preferences
Preference 2: Current location
Display alternate time zone
Preference 3: Calendar 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
Import holidays
 
Group Calendars
View a Group Calendar
Exercise: Create Group Calendar
 
Meetings
The invitation process
Invited participants
Owner: Send Meeting invitation
Participant: Receive an invitation
Owner: Wait for responses
Owner: View Invitee Status
Owner: Make changes
Participant: Request changes
On My Calendar
Filter Calendar
Invitation delivery options
 
Manage Meeting Invitations
Automatic Inbox Management
Control Inbox clutter
Autoprocess invitations
 
Scheduler
Check invitee schedules
Scheduler Details view
Scheduler Summary view
Exercise: Use the Scheduler
Scheduler preferences
Availability schedule
Define your availability schedule
Control who can query your schedule
 
Rooms and Resources
Resource Reservations database
Reserve a room for a meeting
Exercise: Schedule a meeting and reserve a room
Cancel a room/resource reservation
Limits to room and resource reservations
Reservation approval process
Automatic reminder notices
Preferred rooms and resources
 
Direct Room and Resource Reservations
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
Cancel a reservation
 
Room and Resource Management
Who can create rooms and resources
First create a site
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
 
Sametime Web Conferences
Instant Sametime Meeting with tools
Exercise: Start a Sametime Instant Meeting
Use the Whiteboard
Exercise: Whiteboard
Moderate a meeting
Permissions
Exercise: Permissions
 
Schedule Online Meetings
Why schedule a meeting?
Schedule meeting in Sametime Meeting Center database
Schedule online meeting from your Calendar
 
Contacts
Open Address Book
Address Book views
New contact
Briefcase tab
Advanced tab
Finished contact
Exercise: Create contacts
Group documents
Exercise: Create group from contacts
 
Contact Actions and Options
Create contact from message(s)
Create group from sent messages
Create contact from a directory lookup
View actions
Print labels from contacts
Contact preferences
 
To Do List
To Do List overview
New To Do
Exercise: Create To Do
Complete a To Do
 
Group To Dos
Assign a To Do
Receive assignment
Tracking the status of an assignment
Exercise: Group To Do
 
To Do List Views, Actions, and Preferences
By Category view
Incomplete and Complete views
Quick To Do
Copy into New To Do
To Do Preferences
 
Personal Journal
Open Personal Journal
Create Personal Journal database
Exercise: Create Personal Journal
Quick tour of the Personal Journal
Create and edit document
Exercise: Create and edit documents
Delete documents
Forward document
 
Discussion Databases
Open database on Server
Exercise: Open Class Discussion database
Discussion views
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
 
Find and Open Databases
Search for a database
Database Catalog
 
Document Locking
Automatic document locking
Manual document locking
Exercise: Document locking
Document locks and mobile users
 
Replication Conflicts
Replication defined
Document replication conflicts
Save conflicts
Conflict resolution
 
Document Version Tracking
Types of version tracking
Manual or Automatic versioning
Additional developer work
 
Search for Information
Find text in a view
Starts with
Full Text Search
Search using Full Text Search
Search results
Exercise: Full Text Search
Improve your results
More options
Exercise: Use the Search Builder
 
Full Text Search Operators
Any or All Words
Exact Phrase
Boolean Phrase
FIELD Operator
Reserved Characters and Words
Additional search operators
 
Domain Search
Verify your Catalog/Domain Search Server
Conduct a Domain Search
Advanced Domain Search options
Exercise: Domain Search
 
Document Content Maps
Knowledge Taxonomy
Domino Content Map
Add Meta information to documents
Verify your Catalog/Domain Search Server
Exercise: Meta tab information
 
Rich Text Formatting
What is Rich Text?
How to add Rich Text
Format Rich Text using Text properties
Minimized properties
Pictures
Image resources
Exercise: Format Rich Text
Spell check
Dictionary preferences
Find and replace text
 
Advanced Rich Text Formatting
Formatting tips
Highlight text
Text Pop-up
Exercise: Text Pop-up
Permanent pen
Named styles
Document properties
Print header and footer
Special characters
Use the default fonts in documents
Set the default fonts on your computer
Character display size
 
Bullets and Numbered Lists
Add a bulleted list
Reorder lists
Indented numbering
Exercise: Add numbered list
 
Tables
Table types
Create table
Merge and Split cells
Nested tables
Add a Basic table
Format a table
Insert, append, and delete rows or columns
Cell width
Reorder table rows
Exercise: Add table to a document
Exercise: Animated table
 
Sections
Create a Section
Edit Section properties
Remove a Section
Exercise: Sections
 
Hide When
Hide a paragraph
Exercise: Hide a paragraph
 
Security and Notes User IDs
Notes User ID
Server access
User ID responsibilities
Lock Notes
 
User Security Basics
User Security dialog box
Find your current Notes user name
Change your Notes user name
Change your password
Compromised password
Recover a forgotten password
 
Database Security
Database access
Determine your access level to a database
Denied access
Database Access Control List settings
Exercise: ACL
Special ACL rights
 
Document Security
Private documents
Reader access control list
Anonymous documents
 
Copy Documents
Create a copy of a document
Security implications
Design implications
 
Mail and Calendar Delegation
Mail database is private by default
Delegation and your privacy
Delegate your Mail database
Exercise: Calendar delegation
Calendar delegation and time zones
Shortcuts to others Mail databases
 
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
 
Notes and the Internet
Open a Web page
Web-related Bookmark Folders
Change Internet Search Sites
Browser selection
Internet Explorer settings
Browser-related user preferences
Actions menu
 
Internet Mail
Send and receive Internet mail
Notes and Internet mail in the same Inbox
Notes and Internet mail in different Inboxes
Internet mail preferences and security
 
Bookmarks
Default Bookmarks
Default Bookmark folders
Add Bookmark to Bookmark Bar
Pin Bookmarks Window open
Exercise: Bookmarks
Restore default Bookmarks
Create Bookmark folder
 
Bookmark Options
Move, Remove, Change Bookmark
Display Bookmarks as Workspace
Modify Bookmark folder contents
Display Bookmark details
Find Bookmarks in Bookmark folders
 
Startup and Last State Bookmark Folders
Startup Bookmark folder
Last State Bookmark folder
 
Welcome Page
Default Welcome Page
Exercise: Quick Notes
New Welcome Pages
Frames Welcome Page
Exercise: Create Frames Welcome Page
Personal Page Welcome Page
Set any Bookmark as Home Page
 
Toolbars and Status Bar
Toolbars
Enable/disable toolbars
Toolbar preferences
Add new tool button
Status Bar
Select Status Bar items
Exercise: Customize Status Bar
 
Document Links
Document Links
Document Links caveats
Create a Notes Document Link
Exercise: Create Document Link
Move or copy a Document Link
Copy a view into table (with links)
Link message
Database and View Links
Anchor Links
 
Link Hotspots
Document Link hotspot
Change or remove a Link Hotspot
Move or copy a link
Image maps
Link to a Named Element
Automatic URL conversion to a hotspot
Link to a URL
 
Interest Profiles and Database Subscriptions
Interest Profiles
Add Topic/Thread To Interest Profile
Convert My Interest Profile to a Subscription
Subscriptions
Configure Notes to monitor databases
Subscribe to a database
Document selection options
Work with subscription results
Subscription Options view
Select documents that match the selected criteria
Exercise: Subscribe to Class Discussion database
Why subscribe to your Mail?
 
Microsoft Office Integration
Send current file via email
Attachments
Import/export
Embed Office object in Rich Text field
Edit the embedded object
Embed object starting from origin application
Update a linked OLE object
MS Office Library application
Migrate existing Office files
Disadvantages of OLE
Create Notes link in other application
Smart tags
Custom programs
 
Work Remotely with Notes
Two ways to work remotely
Before you leave the office
Other things 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

Windows experience is required.