1. Topics Using Lotus Notes Q&A

2. Accessing Lotus Notes
Launch Notes from a desktop icon or via the ‘Start’ menu

3. Notes Launch Screen – 8.5.2
Most people see a Welcome page (or a customized Welcome page) when they launch Lotus Notes
Others see the ‘Workspace’ screen
Your launch screen/options should be retained after the upgrade

4. Notes Launch Screen – 8.5.2 Continued
The Welcome/Home page is similar to the default Welcome page in Notes 8.5.1
There are a handful of Welcome/Home screen changes you should be aware of
Click to customize launch options
The Open button replaces the Bookmarks bar with standard icons for mail, calendar and applications
Quick Notes… use to create quick s, reminders, contacts, etc.
Notes 8.5.1
Notes 8.5.2

5. The ‘Open’ Button
Similar icons and links… just a different way of getting there
Click the green Open button to see the drop-down list
There are a number of ways you can add bookmarks… here is an option to add a bookmark from the Open Application dialog box
You can search your bookmarks
Notes 8.5.1
Notes 8.5.2
Notice that most of these icons are the same (mail, calendar, etc). You access them using the Open button in 8.5.2
To see bookmarks the old way, right-click the open button

6. Notes Launch Page – Customizing the Home screen
Drop down the Home Page options bar to customize your launch options
There are 4 pre-built Home page options – Basics, Basics with Calendar, My Work and Basics Plus

7. Notes Launch Page – Customizing the Home screen
You can also click the ‘Create a new Home Page’ button
Using a wizard interface, you select the type of home page you want, the content, the number of frames and the content you want in each frame (inbox, calendar, web page, etc.)

8. You can personalize the image if you wish
Notes – Quick Notes
Quick Notes – create memos, contacts, reminders & notes (only available on the Home screen)
Click this blue triangle to toggle (open and close) the quick notes area
You can personalize the image if you wish

9. Notes – Sidebar
The Sidebar – Sametime (Instant Messaging), Feeds (not supported by UH) and Day-At-a-Glance
Toggle the sidebar using the smaller triangle (not the blue one)
Day-At-a-Glance shows one-day of your calendar

10. Notes 8.5.2 – Sidebar Continued
The Sidebar – Sametime (Instant Messaging), Feeds (not supported by UH) and Day-At-a-Glance
RSS Feeds (news and blog subscriptions)
Buttons to manage your feeds…
Example of creating a new feed

11. Notes 8.5.2 – Sidebar Continued
The Sidebar – Sametime (Instant Messaging), Feeds (not supported by UH) and Day-At-a-Glance
Sametime Instant Messaging (only UH personnel)
Manage Sametime contacts and groups and settings
Sametime login screen… the password is the same password that you use for iNotes (webmail)

12. Working with Mail Familiar buttons, folders and tools
Create New mail, calendar entries, contacts and more.
Can toggle between mail, calendar and to-do list
Self-explanatory folders and views… Inbox, Drafts, Sent and user created Folders. The All Documents View contains just that, ALL Documents... all s and calendar entries sent or received. They show up in this view regardless of what other views or folders your documents are located in. The folders you have now will be carried over into
Rules allow you to process mail automatically (put mail in folders, forward s, etc)
Set a follow-up flag on an and it shows up here

13. Working with Mail – Opening & Closing Windows
Double click an to open it
Click the ‘X’ to close the tab or just hit the Esc key on the keyboard

14. Working with Mail – Email buttons and menus
Toggle for mail, calendar, to-do list, contacts
Toolbar buttons, print, navigate, search, refresh and more
Just unread s
What other folders contain this
Copy Into New… is a great feature you should use

15. Working with Mail – Right Click on a Document
You can also right-click on a message to see many of the same options…

16. Working with Mail – Message Recall
You can only recall messages from the Sent view…

17. Working with Mail – Mail Preview
You can preview mail at the bottom of the screen or on the right side of the screen

18. Working with Mail – Web Images
You may not automatically see web images in your … click the Show Images link to view them

19. Working with Mail - Addressing
Address s by simply typing the person’s name or clicking on the To: field label
You can select names from the Domino directory or from your personal contacts directory

20. Working with Mail - Rules
Create Rules to process mail – can enable or disable
Notice conditions – can have multiple – also can have multiple actions

21. Working with the Calendar
Fully functional calendar with multiple views (daily, weekly and monthly).
Small Navigation calendar
Double-click to open calendar entries
The Today button jumps to today
Other Calendars opens other users’ calendars

22. Working with the Calendar – Buttons and Menus
Toggle to mail, to-do list, etc.
Similar right-click options

23. Working with the Calendar – New Meeting
Similar to the appointment entry but this one has invitees
Notice date, start time, end time, alarm, subject, mark private, rooms & resources

24. Working with the Calendar – New Meeting
Click Required to add invitees (similar to the To: label in )
Click Room and Resource buttons to add rooms and resources
Online Meetings are currently disabled

25. Working with the Calendar – Adding Invitees
Look at the Find Available Times tab to see if people are available
In this example I can see that Dewayne and Wesley are both available from 3:15 PM to 4:00 PM

26. Working with the Calendar – Repeating Entries
Click the Repeat label to set up a repeating meeting
Select the repeat interval (daily, weekly, monthly) and set the duration

27. Working with the Calendar
Meeting invitation with invitees, rooms and resources
Click ‘Save & Send Invitations’ when finished

28. Working with the Calendar – Summary View
Calendar Summary View – Shows a list of all calendar entries

29. Working with the Calendar – Viewing Others’ Calendars
Click Open Another Person’s Calendar…
Select the employees calendar you wish to view (note: they have to grant you permission to view it)

30. Working with the Calendar – Viewing Others’ Calendars
Notice that I’m now viewing Dewayne Winston’s calendar

31. Working with the Calendar – Other Calendar Entries
Appointments – almost identical to meetings except there are no invitees
Reminders – similar to appointments but they have no duration… just a start time
Anniversaries – repeating, yearly reminders with no start time or duration
All day events – similar to appointments but they block your entire day (duration is all day)

32. Working with Contacts
Launch your personal address book (contacts) from the Open button
Make sure you enter their address so you can them from Lotus Notes

33. Working with Contacts
You can synchronize your personal contacts (those stored in Notes on your local PC) with your iNotes contacts… this allows you to use these contacts in iNotes
First open your contacts and then select More - Preferences...
Then make sure ‘Enable “Synchronize Contacts” on the Replicator’ is checked

34. Working with Contacts
Now, click on the Replication link under the Open button
Make sure you enable (check) the Synchronize Contacts entry
Now, to synchronize contacts, just click on the “Start Now” button

35. Working with Contacts
Here are my contact in Lotus Notes and iNotes

36. Working with Contacts
Would you rather synchronize your contacts automatically (instead of having to click the ‘Start Now’ button on the replicator page)?
To do that, you need to enable replication… first go back to the replication page and then click Enable Scheduled Replication
Then click Set Replication/Sync Schedule…
Select options as you see fit – here it what we recommend

37. Working with To-Do Lists
To-Do lists are fairly straight forward and will not be covered in depth

38. Working with To-Do Lists
To-Dos show up on your calendar

39. Working with Mail Preferences
From your inbox select More - Preferences

40. Working with Preferences
Here are a handful of useful settings

41. Working with Preferences
You can set up colors to quickly see from certain individuals
Establish your default free/busy schedule

42. Working with Preferences
Establish who can read your calendar and … be VERY careful when granting users’ access to your
Create links to other users’ mail files

43. Questions?