IBM Connect/lotusphere 2013 BP101 UserBlast

BP101 #UserBlast 2013!
Mat Newman | ISW, Director – Education | @MatNewman

© 2013 IBM Corporation

Abstract

New Name! New Features! New Tips!

IBM® Notes® 9.0 combines the best of the traditional IBM® Lotus Notes® client
with exciting new social capabilities. We'll demonstrate how to take advantage of
this new range of features - with tips to customise, deploy, integrate and boost your
productivity. All tips that you can take back to your users to hit the ground running
immediately with the new IBM Notes 9.0 client.

2 © 2013 IBM Corporation

Connect with About.Me/MatNewman

 Over 17 years Consulting, Administering, Developing and Educating
 LOVED Lotus Notes for 20 years
 LOVES IBM Notes even more!

MatNewman

MatNewman

MatNewman

Greenhouse – follow links at about.me/matnewman



Agenda

 40 tips in 40 Minutes
 The NEW 9 minutes with NOTES 9 demo
 What you should see next


Notes Basics: What is Notes?

 Notes is a Database
 Notes is Secure
 Notes can access information from virtually anywhere


40 tips in 40 minutes


Notes Client: Know your Notes

 Notes Client Layout
 Notes Database Layout


Notes Client: Notes Client Layout
 Title, Menus, Open Button/Bookmarks, Masthead, Window Tabs, Tool Bars, Display Pane, Status Bar, Search Bar, Side
Bar


Notes Client: Notes Database Layout

 Title, Navigator, Selection Bar, View, Action Bar, Preview Pane


Notes Client: Bookmarks – more than just links

 More BookmarksCreate
 More BookmarksStartup


Notes Client: Turning on Mast head short cuts

 View → Show Shortcut Buttons
─ This list can be customized!
─


Admins: Adding Mast head short cuts

 Come to “Have it Your Way and Make it work for you” on Wednesday
─ BP104, Wednesday 11:15am, Dolphin N. Hem A-C


Notes Client: Where are my Toolbars?

 View → Toolbar → “Hide All Toolbars” (toggle)
 View → Toolbar → “Show Toolbars only while editing” (toggle)


Admins: Turning on Toolbars

 STANDARD ONLY: Add the following lines to plugin_customization.ini file:
─ com.ibm.notes.client.toolbars/TOGGLE_EDITING_TOOLBAR_ENABLEMENT=false
─ com.ibm.rcp.ui/DISABLE_TOOLBAR_CONTEXT_ITEMS=false


Notes Client: Keyboard shortcuts are cool

 The favorites are still there
─ Ctrl+M, Escape, Home, End, Enter, Backspace, Tab, Delete, Insert
 And some new ones for Notes 9
─ Ctrl+Shift+V: Past Plain Text
─ Ctrl+Alt+V: Past special dialog
─ Ctrl+1: Open Mail
─ Ctrl+2: Open Calendar
─ Ctrl+3: Open Contacts
– moves side-bar sort cuts from Ctrl+3,4,0 to Ctrl+8,9,0
─ File → Preferences → Basic Notes Client Configuration → Additional → Enable alternate...
– Ctrl+R: Reply with History
– Ctrl+Shift R: Reply to All with History


Notes Client: Have you got a Notebook

 Keep track of all the stuff that's important to you


Admins: The Notebook application is a default

 When creating roaming users, the Notebook is included as a default application


Notes Client: Make Notes go faster

 Local/Managed replica's rock!
─ File → Replication → New Replica
─ File → Application → Make Available Offline


Admins: Enabling Managed Replica's

 Desktop Settings → Mail → Local Mail File


Notes Client: Search is Notes most powerful feature

 Full Text Index
 New Search options
─ Quicksearch (“Starts with”) is now combined with Find
─ Full Text Index Options more obvious
─ Searching Mail/Archives simultaneously


Admins: Enable Full Text indexing by default for local replicas

 Desktop Settings → Preferences → Replication
─ “Create full-text index for faster searching”


Notes Client: Sorting your full-text search results

 More → “Sort Results By” → “Sorted like the current view”
─ Used to be: More → “keep current order (sortable)”

New Option Location

New Prompt to enable
sort option in Mail


Notes Client: Speaking of sorting ...

 Both Notes Mail and Contacts offer an option to choose a sort order...
─ Mail: File → Preferences → Mail → Mail → Basics → Automatically sort date columns
─ Contacts: File → Preferences → Contacts → Default display for Contact Names


Admins: Enable sorting using policy

 Desktop Settings → Preferences → Mail
─ “Automatically sort date columns”


Notes Client: My computer crashed and I lost...

 Autosave is your friend
─ File → Preferences → Basic Notes Client Configuration → AutoSave every … minutes


Admins: Make sure users have AutoSave enabled

 Desktop Settings → Preferences → Basics
─ “Enable AutoSave”


Notes Client: Drag Anything, Anywhere

 Text, Names, Attachments and entire Documents


Notes Client: Share Information Easily

 Drag open Tabs to create links to:
─ Applications
─ Documents/Records
─ Web Sites

 Edit → Copy As → Table
─ Multiple records
─ View summaries


Notes Client: Keep it how you like it

 Retain view column sorting
─ Maintains all Applications the way you like them!
─ File → Preferences → Basic Notes Client Configuration → Additional Options →
Retain View Column Sorting
─
 Dont forget
─ Change the default sort option for Mail
New in Notes 9
–

─ Change the default sort option for Contacts


Admins: Retain view column sorting is a policy
 Desktop Settings → Preferences → Miscellaneous
─ “Retain view Column Sorting”


Notes Client: Comic Sans? Sure, no problem!

 Changing the font used in the standard PIM app views
─ File → Preferences → Fonts and Colors

 Changing the font used in your mail
─ Ctrl+M
─ Type some text
─ Highlight & Format
─ Text (menu) → Set Current Font as Mail Default


Admins: Setting Fonts via policy

 Desktop Settings → Preferences → Fonts and Colors


Mail: Don't send ugly email

 Location Option

 Mail Preference


Admins: Don't send ugly mail

 Desktop Settings → Mail → Mime








 Desktop → Mail → Internet Format


Mail: Making it easier to glance, and comprehend

 Grouping by Date
─ Also Grouping by date (Action Bar → More → Group by Date)
 Simplified dates in PIM views
─ View (menu) → Customize this View → “Use abbreviated dates”
 Message summaries displayed in views
─ Action Bar → Show → Beginning of Message


Mail: Keeping Track of Collaborations



 Message threads displayed in views
─ Hit the “Twistie” next to any message

 Collaborating with this person
─ Right Click → Name → Collaboration History
─


Mail: Reply without history using conversations

 Stay under your quota
 Easily reference message in context while replying:
─ Action Bar → Display → Original Message
 Link to thread from a view
─ (Twistie next to a message)
 Show thread within a message
─ Action Bar → Display → Conversation


Mail: Adding contacts – It ain't just for individuals!

 See an email containing contacts you use frequently – Add them all to a group!
─ Actions (menu) → More → Add recipients to a Contact group


Mail: Messages in Multiple folders

 Don't blow your quota with copies
 File messages in as many folders as you like
 Remove from an individual folder as required
 Delete the message to remove it from all folders


Mail: Automatically removing invitations

 Meeting invitations hanging around in your inbox after you process them?
 Have Notes automatically remove them for you
 File → Preferences → Calendar & To Do → Display → Notices
─ “Remove meeting notices from my Inbox after I process them”


Admins: Removing Meeting Invitations

 Mail Settings → Calendar and To Do → Notices
─ “Remove meeting notices...”


Mail: Track and Trace

 Keep track of what's important without cluttering your Inbox
 Follow Up Flags and Alarms enable notifications
 Follow Up view to review all flagged messages
─ regardless of any folder the message may be filed in


Mail: Automatically managing mail

 Quick Rules to do simple processing
─ Available from any folder
 Rules from the Mail database Navigator for anything more advanced
─ Mail database Navigator → Tools → Rules



Mail: Retrospectively running Mail Rules

 OpenNTF Plug-In from Bob Balfe that enables rules to be retrospectively run on
any folder in your Mail Database
─ http://www.openntf.org/Projects/pmt.nsf/ProjectLookup/Mail%20Rule%20Utilities


Mail: Scheduling messages

 Received a email notification without an invitation?
─ Drag to your Day-At-A-Glance to schedule it on your Calendar
─ Action Bar → More → Copy into New → Calendar Entry
─ Right-Click → Copy into new → Calendar Entry
─
 Received an Email with an .ics or .vcs extension?
─ Right-Click the Attachment → Choose “View”, check details, then “OK”


Calendar: Where are those alarms?

 Alarms not being added to your Calendar entries by default?
 Change your preferences
─ Action Bar → More → Preferences → Calendar & To Do → Alarms
– Tick, tick, tick...


Admins: Enabling user Alarms

 Mail Settings → Calendar and To Do → Alarms
─ Tick, Tick, Tick


Calendar: Wasn't that already scheduled?

 'Ghosted' entries remind you when an invitation or a reschedule is waiting to be
actioned.


Calendar: I really meant to create a...

 Copy Into New → Calendar Entry


Calendar: It's back! The weekly Planner view

 A favorite display with many users, the weekly planner view is back in Notes 9


Calendar: It's back! Scrolling months

 See multiple weeks across months in the same display
 Short-Cuts
─ Page Up: Previous Month
─ Page Down: Next Month
─ Ctrl+PageUp: Previous week
─ Ctrl+PageDown: Next week


Calendar: Colors mean more than just an entry type

 Notes 9 now has Color-Coded-Categories
─ Action Bar → More → Preferences → Calendar & To Do → Colors → Category Colors


Calendar: iCal feeds extend your calendar's usefulness

 Any iCalendar Feed can be added to your Notes client
 Anything appearing in your Notes calendar can Synch to your mobile device


Calendar: Overlays can come from any Notes user

 Got a Person, Room, Resource, TeamRoom or Activity you want to keep track
of?


Admins: Easily Create a Shared Notes Calendar

 Create a New Database, Use the Mail Template
 Change the Launch Properites so that it opens the Calendar
 Create a Mail-in Database document
─ NB: Ensure the name is in heirachical format, eg: “Company Events/mycompany”
 Change the Owner through preferences
 Change delegation settings so users can read everything
 Tell your users to subscribe!


Calendar: Easily share an overlaid calendar

 Any calendar you have added to your group Calendars list can be shared with
other users.
─ Right-Click the Calendar, Choose “Email To”


Beyond Notes: Widgets extend the reach of Notes

 Create the widget on your machine
 Publish it to the catalog
 Push to users via desktop policy


Beyond Notes: Wiring widgets with Actions and Live Text

 Make your data come to LIFE


Beyond Notes: Powerful Plug-ins

 Check out OpenNTF for some great tools!
─ Run Mail rules (see Tip)
─ File Navigator (browse, drag and drop files without leaving Notes)
─ WildFire! Keep updated and post to all of your social networks from your Notes client
─ Drag 'n Drop – Awesome tool for moving data between any IBM Notes application
─
 http://www.openntf.org


Beyond Notes: Embedded Experiences

 WiredWidgets: The Next Generation!
 Action information without leaving your inbox


Demo! Demo! Demo!
9 minutes with IBM Notes 9


Related Sessions: What else you should see this week

 Apps, Apps, and More Apps: Meet the Very Best Open Source Apps from
OpenNTF
─ BP1212, Wednesday 11:15am, Swan SW 1-2
 Have it YOUR way and make it WORK for you
─ BP104, Wednesday 11:15am, Dolphin N. Hem A-C
 What's new in IBM Notes 9
─ ID100
 What's New in IBM iNotes 9
─ ID101
 What's New in IBM Domino 9
─ ID102
 What's New in Domino Application Development and Domino Designer Social
Edition
─ AD201



Summary

 40 tips in 40 minutes
 The NEW 9 minutes with Notes 9 demo
 What you should see next


─


Who's been counting?


IBM Notes: Tip #1

The difference between IBM Notes and just Email …

...is what's possible AFTER the message arrives in your Inbox!


●

Questions?
●


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Legal disclaimer
© IBM Corporation 2013. All Rights Reserved.
The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication,
it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice.
IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have
the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.
References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced
in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any
way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other
results.
Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary
depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed.
Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance
characteristics may vary by customer.
Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries.
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.
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IBM Connect/lotusphere 2013 BP101 UserBlast

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