Lotus notes 8.5 Training

Lotus notes 8.5.1 trainingTable of Contents

Lotus notes 8.5.1 introductionLotus notes 8.5.1 Installation and filesLotus notes 8.5.1 troubleshootingLotus notes 8.5.1 issues and things to keep in mindLotus notes 8.5.1 Lotus Notes 8.5.1 new features mail clientLotus notes 8.5.1 Lotus Notes 8.5.1 new features mail templateLotus notes 8.5.1 calendar and scheduling featuresLotus notes 8.5 end user communication and trainingCreated by Caroline Crelle

Lotus Notes 8.5.1 IntroductionCreated by Caroline Crelle

Two Lotus notes configurationsNotes 8.5.1 Standard Configuration (notes.exe)default one GM will usealso referred to as the rich client, makes use of the Java-based Eclipse technology to enhance existing Notes functionality (mail, calendar, contacts, etc.) provide new features such as sidebars

Notes 8.5.1 Basic Configuration (nlnotes.exe) is very similar in experience to the Notes 6 BASIC=without extra functionalities

Created by Caroline Crelle

How to open Lotus notes and which shortcut to useYou will have 4 options in the start menu:Created by Caroline Crelle4 shortcuts: users will receive end user communication to know which one to use.

4 shortcutsNotes minder: to display popup new mailRoaming notes= for desktop/roaming users. This will launch the standard configuration with all the options and is pointing to H:\notes\data. Configuration files for users need to be on the home drive as they often switch pc and always need their data on every pcLotus notes 8.5= for laptop users: The configuration files are stored on their C: drive and this shortcut is pointing to the C:Lotus notes 8.5 basic = for laptop users: this is to launch the basic configuration nlnotes.exe without additional features on the C: drive.


Shortcut laptop usersStart in: location for 654 was "C:\Program Files\lotus\notes\, now local Lotus Notes 8 starts in the framework folder (see example below for the local notes (for laptop users)).


Shortcut basic version-sa is added in properties of shortcut in start menu:

Default shortcuts available on \\beantsa0eur02\loadngo\lotusnotesstandardtemplates\notes 8.5\8.5 shortcuts


Shortcut roaming usersAdditional part is added in target field: "=H:\Notes\data\notes.ini

To launch Notes 8 (Basic Configuration),:Change target field shortcut to nlnotes.exe ORadd one of two command line switches, -sa or -basic. For example: C:\Program Files\Lotus\Notes\notes.exe -sa


New naming conventionsSome names changed in notes 8.5.1:Created by Caroline Crelle

"concept" in Notes 6.5 clientequivalent in Notes 8.5.1 clientBookmarksOpen listPersonal Address BookContactsWelcome pageHome pageDatabases

GM TravelApplications

GM Preferred

CHANGES IN THE FILE MENUNow all options can be found back in file-preferences: To change the location document go to file-preferences-locations select the location document that you want to change, click on edit(before it was file-mobile-edit current location)

Replication options can now be found back by going to file-replication-application options (before called replication options)


Lotus Notes 8.5.1 installation and filesCreated by Caroline Crelle

Location of notes files for Laptop usersNSF files like names.nsf and desktop file, id file,.. C:\Users\your_useraccount\AppData\Local\Lotus\Notes\DataNTF files like pernames.ntf C:\programdata\lotus\notes\data\shared Notes.ini file * Notes.ini file will be first saved to C:\ProgramData\Lotus\Notes\Data\Notes.ini file: ONLY used for configuring a first time user or reconfiguring a user. * Once theyve gone through the configuration, it will store their personal Notes.ini in the path below. C:\Users\useraccount\AppData\Local\Lotus\Notes\Data Installation files: same location as before C:\program files\lotus\notes


Location of notes files for roaming usersNSF files like names.nsf and desktop file, id file,.. H:\Notes\DataNTF files like pernames.ntf C:\programdata\lotus\notes\data\shared Notes.ini file * Notes.ini file will be first saved to C:\ProgramData\Lotus\Notes\Data\Notes.ini file: ONLY used for configuring a first time user or reconfiguring a user. * Once theyve gone through the configuration, it will store their personal Notes.ini in the path below. H:\notes\data Installation files: same location as before C:\program files\lotus\notes


Changes in the contents of the notes.iniIn Lotus Notes 654 only 3 fields were needed in notes.ini: [Notes], KitType=1 and Directory LN 8.5.1 needs a lot more entries in the notes.inisee page 25 of troubleshooting guide: ND8.5_TrblshootingGuide_v1_11.doc Remark: Please keep this in mind when stripping the notes.ini

Default notes.ini and templates: \\beantsa0eur02\loadngo\lotusnotesstandardtemplates\notes8.5


Backup of the 6.5.4 files (needs to be confirmed)Local notes configuration files will not be backed upFor roaming users, files will be backed up to C:\temp The backup will only be available for 2 weeks After two weeks a script (cleanup.vbs) will cleanup files + will place a cleanup flag under the Data directory.


Files that will be backed up: needs to be confirmedIts possible that you need the files that have been backed up when they are corrupt after the upgrade:Created by Caroline CrelleFiles extensions eligible for backup:

File TypeExtensionNotes IDs*.idDesktop*.ndkMacro*.macTable*.tblBit Map files*.bmp*.nsgSchedule files*.nshReplication files*.njfCluster files*.ncf*.nbfMail Box*.boxDictionaries*.dicSignature text files*.txtNotes Storage Files*.nsf (bookmark.nsf and names.nsf only)Configuration filenotes.ini

Mui packages6.5.4 version: We had 4 installation packages via tivoli:

The Lotus Notes 8.5.1.= english client + MUI packages can be installed

The notes.ini will be checked for the parameter UserInterface=xx . Notes interface will be in that language after upgrade. If the parameter does not define a language, UserInterface=xx parameter will be removed, and the client will launch in English (default). The user can choose to download additional languages via ADD NEW PROGRAMS. Attention: Language packs only change the language for the client interface for Lotus Notes. The mail file design require a language-specific template (for GME will be available in English, French, Dutch, German) but during pilot only ENGLISH is available. Other languages will be available end of July.Created by Caroline Crelle

LotusNotes-654-PRL-US-G-b0LotusNotes-654-PRL-NL-G-b0LotusNotes-654-PRL-DE-G-b0LotusNotes-654-PRL-FR-G-b0

Mui packagesLanguages important for us: see folders sms server notes_8.5.1_MUI_P1; French, German, Catalan, Italian, Spanish notes_8.5.1_MUI_P3; Portuguese notes_8.5.1_MUI_P4; Danish, Dutch, Finnish, Swedish, Norwegian How to change the language:File-preferencesRegional settingsChange language in regional profileClose Notes and reopenOR:Open the Replace the XX by the notes.iniLook for userinterface=XX language the user wants: for example: userinterface=DE (for german)


Lotus notes 8.5.1 troubleshootingCreated by Caroline Crelle

First time opening notes 8.5.1: workspace missinggo to Open-applications-right-click the workspace and choose: Set bookmark as homepage.Created by Caroline Crelle

Unexpected Network Error (will not occur anymore)

When: Roaming Users have Lotus notes open when Lotus Notes 8.5 advertisement runs.Lotus Notes 8.5 script runs every 4-6 hours so the end user can get the error again as long as they have not upgraded to Lotus Notes 8.5. Resolution:Close and reopen Notes Install Lotus notes 8.5

Bookmark cache procedureWhen to useProblems with icons not visibleError messages referring to toolbars, etc.How to cleanhold down control shift, select bookmark icon select view-go toselect by urlOpencontrol a-delete all. Press F9Close Lotus notes and reopen

Deleting policies in address bookWhen to useWhen theres something wrong with policiesWeird things in the preferences, ex: the option to enable single log on for a laptop user is greyed out when it shouldnt beHowhold down control shift, select contacts icon select view-go topoliciescontrol a-delete all. Press F9Close Lotus notes and reopen

Blackberry doesnt synchronizeCheck deployment site shared document section: reconfiguring blackberry:

Check EKMS:EKMS_product type: Blackberry

What?The rparams clean parameter only deletes the cached files in the workspace folder on C: drive (not H:)and keeps the user preferences. When to use?When notes doesnt start at all after doing basic troubleshooting (killing processes)Notes giving error messages like:

Created by Caroline CrelleUsing Parameter rparams clean

Right-click shortcut on desktop and add RPARAMS clean in the targetfield (add a space before -)

You should see a message notes configurations settings have been refreshedDont forget to eliminate the parameter after troubleshooting

Created by Caroline CrelleHow to use Parameter rparams clean (only for laptop users)

What?This parameter resets the workspace configuration data on C: drive (not H:) : plug-in dependencies, plug-in extension point/contributions, plug-in bundles information, and caches which are stored in the workspace folder

When to use?When notes doesnt start at all after doing basic troubleshooting (killing processes)After using the rparams-clean parameter without successIf a user performs an operation that leads to a client hang or crash, the corresponding bad runtime context information may be retained in the Configuration Area, and then client cannot be launched the next time due to bad context runtime data.

Created by Caroline CrelleUsing Paremeter rparams -resetconfig

Right-click shortcut on desktop and add RPARAMS clean in the targetfield (add a space before -)

You should see the message: notes configurations settings have been refreshedDont forget to eliminate the parameter after troubleshooting

Created by Caroline CrelleHow to use Using Paremeter rparams resetconfig (only for laptop users)

Renaming workspace folder = last resort New workspace directory is built from the framework folder in the notes client programs directory with all of the default settings this not advisable!

Reinstalling Lotus notes 8.5.1 is not DONE!Created by Caroline Crelle

Lotus notes 8.5.1 issues and things to keep in mindCreated by Caroline Crelle

Shared logon caveats (only for laptops enabled)When shared logon is enabled, Notes ID will then be tied to the userprofile\machine\domain. Needs to be kept in mind when:Deleting the Windows profileRefreshing the users machineMoving the machine to a new domainWorkaround: Disable notes shared logon, otherwise user will be locked out: file-security-user securityValue in notes.ini:Roaming users: EnableNewNSL=1 = not enabledLaptops users: EnableNewNSL=3 = enabled


Renaming a profile of Windows 7 laptop user(needs to be validated by the project team)Things to keep in mind :Shared logon: If this is enabled there is a *bin file located in the Windows profile. A secret key file is created that ties the ID to the machine/profile: C:\Users\\AppData\Local\Lotus Notes\xxxxxxxxxxxxx.binUsers notes files C:\Users\profile\AppData\Local\Lotus\NotesLibraries C:\Users\profile\AppData\Roaming\Microsoft\Windows\LibrariesPlease follow steps on X:\agents\lotus notes 8.5.1\renaming a profile in windows


GM preferredAfter 24 hours, laptop users their location document will automatically switch to GM preferredfollowing lines are added to the notes.ini:$LocalModePorts=1 $LocalModeConfigured= (date time of configuration)$LocalModeSwitched= (1 or 0, if the location has been switched)If this doesnt happen, check manual configuration steps on EKMS

NSD error when launching notesImmediately after a migration, if you encounter an NSD error after launching Lotus Notes, you can do the following to correct the error:If file C:\Program Files\Lotus\Notes\notes.ini exists, rename itIf directory C:\Program Files\Lotus\Notes\Data\ exists, rename itRelaunch Lotus Notes

Users Home page shortcut for mail fileAfter upgrade a users Home page mail shortcut may open the local replica rather than the server replica (even though the users current location document is pointing to the server replica). This may also occur when selecting Open | Mail..How to solve?Right-click on the workspaceChoose stack replica iconsORAdd the notes.ini parameter StackedIcons=1Created by Caroline Crelle

Recent contacts grow size of the names.nsf on H:\Notes\DataThis feature can be turned off, but is default on. When sending an email notes adds the name automatically toyour personal contacts. How to turn off this feature?File-preferences-contactsAdd a checkmark next to Do not automatically add names to the Recent Contacts viewGo to contacts-the Recent Contacts view and delete them by selecting all of the documents and moving them to the trash folder

Note: this will remove type-ahead capability see next slideCreated by Caroline Crelle

Mail/ Type Down AddressingNow its much easier to address emails. As you type a name Lotus Notes will select the most recently used addresses.Created by Caroline Crelle

I dont have all the options in my menu barsIssues:I go to file-replication and I dont see an option to create a new replicaI go to file-application and I dont have an option toRefresh/replace designMake a new copySolution: Go to viewSelect advanced menus


Smarticons are missing (signature).

Please encourage users to utilize the built in signature functionality in their preference Settings If the user insists on restoring their R5 signature file:Go to file-preferences-toolbarsClick on import-browse to the notes\data\w32 folderSelect the univers.smiOKIf it still doesnt work: go to file-preferences-toolbar-customizelocate the custom Smarticon, select the icon)copy the signature formula. Go to new button, choose an iconPaste the formulaClick OKCreated by Caroline Crelle

What is sametime and can I use it?

The Sametime sub-menu of the Tools menu is presenteven though the LCS plug-in is installed

Sametime is an instant messaging program to chat designed by IBM. GM users use Microsoft office communicator. The custom Communicator plug-utilizes Sametime to function. However, it is intended to force Sametime references to be hidden because the user is actual utilizing Communicator functionality.Iff its not hidden, you should add im_no_setup=1 to notes.ini


Unread messages display in black text in 8.5 (in 6.5.4 they displayed in red).

Working as designed = similar to outlookGM has asked that the help desk NOTaccommodate a users request to makeunread messages display in red text. Please encourage user to embrace This change and use the out of the box colorCoding options.


Pin to taskbar issue

When users pin the notes icon to the taskbar they get following error:

To solve this Close lotus notes before pinning the icon to the taskbar


Pin to taskbar issue

User will have 2 icons in the taskbar when notes is opened (adressed to engineering)

If user wants smaller icon:Create a new folder in the root of the C Drive called Notes 8.5.1 Launch or similar.Drag the Desktop shortcut for Notes into this new folderRight click on the Taskbar and untick Lock TaskbarRight click on the Taskbar and select New ToolbarBrowse to and select the folder Notes 8.5.1 Launch that was created in step 1Right click on the Separator and untick Show Title and Show Text


Informational warning when editing attachment in memo

File-preferencesbasic notes client configplace a checkmark next to:

Do not prompt when closing a document with edited attachment NoShowAttachmentWarning=1 Do not prompt when forwarding a document with edited attachmentNoShowAttachmentWhenForwardingWarning=1


Lotus Notes 8.5.1 new features mail clientCreated by Caroline Crelle

Mail Client Sidebar On the right side of your screenThere is a new sidebar that allows you to see a Day-At-A-Glance including a Today button. (click on following button:

You can also go to view-right-side bar panels-day-at-a-glance when its hiddenCreated by Caroline Crelle

Opened Tabs are Maintained whatever tabs you have opened when you shut down Notes will automatically be re-opened when restarting Notes.Created by Caroline Crelle

Mail Client In-line Spell Checking SupportIn-line spell checking supportRight click on highlighted word to display spelling suggestionsCreated by Caroline Crelle

Mail ClientMulti-level "Undo" OperationsThe new Multi-level Undo allows you to undo multiple operations


Mail Client Thumbnail ViewAn easy way to display all your open tabs is to display Show Thumbnails. This allows you to quickly chose your desired work window. Once displayed you can easily select which window you want to work with.Created by Caroline Crelle

MailOpen ButtonThere is also a new Open button which allows easy access to all applications. If you prefer the classic view, right-click the open button and choose dock the open list. The open list was previously called bookmarks

To undo the change, right-click bookmark bar and unselect dock the open list


MailQuota DisplayMail quotas are shown as follows and are refreshed on a real time basis.

Local copy click circled icon Server copy hover over barCreated by Caroline Crelle*Notes Mail Basic does not have a Mail Quota bar

Communicator Plug-inLive Names will appear in the mail and calendar entries. The icons next to the name indicates the users statusThese names will allow you to right click and select options like chat or add to contact listCreated by Caroline Crelle

Communicator Plug-inCommunicator contacts will be shown in the contacts window. The names will have a icon that represents their statusCreated by Caroline Crelle

Lotus Notes 8.5.1 new features mail templateCreated by Caroline Crelle

New mail template new lookDerueem0ma15 for exampleGme mail english v1.1.2 (R8.5) template

MailReplying to MessagesWhen Replying to a message, you can now Reply with History Only, or Reply with History & Attachments or just Reply. This also applies to Reply to All.

Reply Reply to AllCreated by Caroline Crelle

Mail: Composing Messages, Meetings or To DosIts easier to compose a new message, meeting, or other function using the New button. (also from within the homepage)

MailCalendarCreated by Caroline Crelle

Mail ClientInformative Icons Recipient Icons - = to only you, = to you and one other, = you were cced. Response Icons - = replied, = forwarded = forwarded and replied, = Follow-up flags (now also appear in this column).Attachment Icon - Created by Caroline Crelle

Out of OfficeNow when you enable out of office is takes effect immediately, not on a scheduled basis. Others will now be notified you are out of office as soon as they send you a message. It will also disable itself when you return. You can also delegate the ability to set it.Created by Caroline Crelle

Out of Office DelegationDelegate the ability to set your Out of Office NotificationCreated by Caroline Crelle

MailUser Settings to Display Additional InformationYou can now display Delivery options as part of your normal email form, if you choose. Created by Caroline Crelle

MailMessage Recall Message Recall capability is available. From the sent view select the message and click the Recall Message button to recall a message.Created by Caroline Crelle

Lotus Notes 8.5.1 calendar and scheduling featuresCreated by Caroline Crelle

Calendar and SchedulingDual Time Zone AvailabilityDual time zones are now available while creating and viewing calendar entries. Created by Caroline Crelle

Calendar and SchedulingFree Time for a Subset of InviteesNow it is much easier to lookup an invitees freetime. You can now locate free time for just a subset of the invitee list or remove individuals.Created by Caroline Crelle

Calendar and SchedulingFree Time Lookup via Right ClickLocate an email senders free time via right click and then quickly create a meetingCreated by Caroline Crelle

Calendar and SchedulingCalendar Viewing ImprovementsCalendar viewing is much easier with the Today button, Views area and Day-At-A-Glace on the sidebar. Created by Caroline Crelle

Calendar and SchedulingCalendar CleanupA new Calendar Cleanup action allows users to easily and quickly delete old entries from their calendarCreated by Caroline Crelle

Lotus Notes 8.5.1 contact featuresCreated by Caroline Crelle

Contacts Business Card Look and FeelYou can now display your contacts in a Business card view. Created by Caroline Crelle

Contacts Ability to Include a Photograph of the ContactYou now have the ability to include a photograph of your contacts. When you edit the document you can import a picture.Created by Caroline Crelle

Mail ClientLive TextAnother new feature, Live Text allows you to perform different actions by clicking on the underlined live text. You can lookup the person in PeopleFinder, send an email, etc. Created by Caroline Crelle

Lotus notes 8.5.1 End user communication and trainingCreated by Caroline Crelle

Lotus notes 8.5.1 End user communicationCheck shared doument section deployment sitehttp://teams7.sharepoint.hp.com/teams/1602/LotusNotes8/default.aspxTraining for end user (only notes 8.5 pages available)https://gmweb.gm.com/iss/userconnect/lotusnotes/notes85/Pages/default.aspxBlackberry user needs to follow extra Steps:https://gmweb.gm.com/iss/UserConnect/LotusNotes/Notes85/UserGuides/Reconfiguring%20BlackBerry%20Desktop%20Manager.docx

(access via terminal server)Created by Caroline Crelle

Additional informationLatest news, troubleshooting guides, hints and tips: deployment site:http://teams7.sharepoint.hp.com/teams/1602/LotusNotes8/default.aspxIn the shared document section you find back:Latest troubleshooting guide: Notes 8.5 troubleshooting guide (engineering is working on updated version for Lotus notes 8.5.1)Top 10 known issues en solutions

Latest news at the left about pilot & deploymentEscalation ladder At the right: links to ekms


THE ENDCreated by Caroline Crelle

***Collapse Feeds and Widgets. Take red boxes off Feeds and WidgetsTake out text The sidebar also includes Feeds and My Widgets which will be discussed later.

******Note at bottom. Basic mode does not show Mail Quota Information****************

Documents

Lotus notes 8.5 Training