Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Using Lotus iNotes 8.5.1

Lotus Notes 8.5 UpgradeLotus Notes 8.5 UpgradeLotus iNotes 8.5Lotus iNotes 8.5

Using Lotus iNotes 8.5.1Using Lotus iNotes 8.5.1


Accessing Your EmailAccessing Your Email

• Link from University Intranet (Home) PageLink from University Intranet (Home) Page• Directly by going to Directly by going to http://uhnotes1.uh.org• When prompted, enter your e-ID (or username) and password and then click ‘Sign In’When prompted, enter your e-ID (or username) and password and then click ‘Sign In’


iNotes Launch Page – iNotes 8.5.1iNotes Launch Page – iNotes 8.5.1

• iNotes either (A) opens your inbox or (B) opens to a customizable Home pageiNotes either (A) opens your inbox or (B) opens to a customizable Home page• If it launches to the Home page, you can click the ‘Edit Layout’ button to customize itIf it launches to the Home page, you can click the ‘Edit Layout’ button to customize it


iNotes Launch Page – Customize Home PageiNotes Launch Page – Customize Home Page

• To customize the Home page… select the number of frames you want and then select content for To customize the Home page… select the number of frames you want and then select content for each frame.each frame.

• Content Types include your Inbox, Calendar, To-Do list, a web page or a set of quick linksContent Types include your Inbox, Calendar, To-Do list, a web page or a set of quick links


iNotes Launch Page – Skipping the Home PageiNotes Launch Page – Skipping the Home Page

• If you want to keep it simple, you can also go to your preferences and configure If you want to keep it simple, you can also go to your preferences and configure iNotes to launch directly to your mail (if it is not already configured to do so).iNotes to launch directly to your mail (if it is not already configured to do so).


iNotes Launch Page – Skipping the Home PageiNotes Launch Page – Skipping the Home Page

• Now iNotes launches directly to my inboxNow iNotes launches directly to my inbox


Working with MailWorking with Mail

• Familiar buttons, folders and toolsFamiliar buttons, folders and tools

Self Explanatory Folders… Inbox, Drafts, Sent and user created Folders. The All Documents View contains just that, ALL Documents... all emails 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 8.5.1.

Rules allow you to process mail automatically (put mail in folders, forward emails, etc).Other Mail allows you to view other user’s calendar and mail (if they have granted you access to do so).

Create New mail, calendar entries, contacts and more.



• Double click an email to open it.Double click an email to open it.• The Back button does not close a window… you will have to click the ‘X’ to close it.The Back button does not close a window… you will have to click the ‘X’ to close it.



• You can drag and drop messages from your inbox to other folders.You can drag and drop messages from your inbox to other folders.


Working with Mail – Email buttons and menusWorking with Mail – Email buttons and menus

Opens tabs for mail, calendar, contacts, to-do list and home page



• You can also right-click on a message to see many of the same options…You can also right-click on a message to see many of the same options…



• You can preview mail at the bottom of the screen or on the side…You can preview mail at the bottom of the screen or on the side…



• New and Improved type-ahead features allow you to select the recipient or search for New and Improved type-ahead features allow you to select the recipient or search for the recipient directly from the address fieldsthe recipient directly from the address fields



• Email rich text and attachments including spell-check functionsEmail rich text and attachments including spell-check functions


Working with Mail - RulesWorking with Mail - Rules

• Create Rules to process mail – can enable or disableCreate Rules to process mail – can enable or disable• Notice conditions – can have multiple – Also can have multiple actionsNotice conditions – can have multiple – Also can have multiple actions


Working with Mail – Copy Into NewWorking with Mail – Copy Into New

• Try using Copy Into New Message or Calendar Entry – This takes the contents of an Try using Copy Into New Message or Calendar Entry – This takes the contents of an existing message and puts that content into a new message or calendar entry… existing message and puts that content into a new message or calendar entry… similar to forwarding an email except that the To: Cc: and Subject fields are retained.similar to forwarding an email except that the To: Cc: and Subject fields are retained.


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


Working with the Calendar – Buttons and MenusWorking with the Calendar – Buttons and Menus

Opens tabs for mail, calendar, contacts, to-do list and home page


Working with the Calendar – New MeetingWorking with the Calendar – New Meeting• Similar to the appointment entry but this one has inviteesSimilar to the appointment entry but this one has invitees• Notice date, start time, duration, alarm, subject and category fieldsNotice date, start time, duration, alarm, subject and category fields


Working with the Calendar – New MeetingWorking with the Calendar – New Meeting• Click Invite, Optional and FYI buttons to add invitees (similar to To: Cc: and Bcc: Click Invite, Optional and FYI buttons to add invitees (similar to To: Cc: and Bcc:

fields in email)fields in email)• Click Room and Resource buttons to add rooms and resourcesClick Room and Resource buttons to add rooms and resources


Working with the Calendar – Adding InviteesWorking with the Calendar – Adding Invitees• Select UHNotes1 DirectorySelect UHNotes1 Directory

• Can Search by last nameCan Search by last name

• Select invitees, click >> buttons to add them to the list then click ‘OK’ when finishedSelect invitees, click >> buttons to add them to the list then click ‘OK’ when finished


Working with the Calendar – Adding InviteesWorking with the Calendar – Adding Invitees• Look at the Schedule tab to see if people are availableLook at the Schedule tab to see if people are available• In this example I can see that Marilyn and Johnny both have a conflict from 12:30 PM In this example I can see that Marilyn and Johnny both have a conflict from 12:30 PM

to 2:30 PMto 2:30 PM


Working with the Calendar – Repeating EntriesWorking with the Calendar – Repeating Entries• Click the Repeat tab to set up a repeating meetingClick the Repeat tab to set up a repeating meeting• Select the repeat interval (daily, weekly, monthly) and set the durationSelect the repeat interval (daily, weekly, monthly) and set the duration


Working with the CalendarWorking with the Calendar• Meeting invitation with invitees, rooms and resourcesMeeting invitation with invitees, rooms and resources• Click Save & Send when finishedClick Save & Send when finished


Working with the Calendar – Summary ViewWorking with the Calendar – Summary View

• Calendar Summary View – Shows a list of all calendar entriesCalendar Summary View – Shows a list of all calendar entries


Working with the Calendar – Viewing Others’ CalendarsWorking with the Calendar – Viewing Others’ Calendars

• Click Open Calendar for…Click Open Calendar for…• Select the employees calendar you wish to viewSelect the employees calendar you wish to view


Working with the Calendar – Viewing Others’ CalendarsWorking with the Calendar – Viewing Others’ Calendars

• Notice that I’m now viewing Susan’s calendar – it opens in a new windowNotice that I’m now viewing Susan’s calendar – it opens in a new window


Working with the Calendar – Other Calendar EntriesWorking with the Calendar – Other Calendar Entries

• Appointments – almost identical to meetings except there are no inviteesAppointments – almost identical to meetings except there are no invitees• Reminders – similar to appointments but they have no duration… just a start timeReminders – similar to appointments but they have no duration… just a start time• Anniversaries – repeating, yearly reminders with no start time or durationAnniversaries – repeating, yearly reminders with no start time or duration• All day events – similar to appointments but they block your entire day (duration is all All day events – similar to appointments but they block your entire day (duration is all

day)day)


Working with ContactsWorking with Contacts

• Contacts are fairly straight forward and will not be covered in depthContacts are fairly straight forward and will not be covered in depth• Be sure to enter their email address so you can email them from iNotesBe sure to enter their email address so you can email them from iNotes


Working with ContactsWorking with Contacts

• You can address emails to your personal contactsYou can address emails to your personal contacts• I can type in their name (even their short name… cdemeyers in this case) or I can I can type in their name (even their short name… cdemeyers in this case) or I can

select them from my personal contactsselect them from my personal contacts


Working with To-Do ListsWorking with To-Do Lists

• To-Do lists are fairly straight forward and will not be covered in depthTo-Do lists are fairly straight forward and will not be covered in depth


Working with To-Do ListsWorking with To-Do Lists

• To-Dos show up on your calendarTo-Dos show up on your calendar


Working with PreferencesWorking with Preferences

• We’ve already discussed the display (launch) optionsWe’ve already discussed the display (launch) options• Do NOT make iNotes your default mail client if you also use Lotus NotesDo NOT make iNotes your default mail client if you also use Lotus Notes



• You should create an email signature if you do not already have oneYou should create an email signature if you do not already have one• Include your name, phone, cell, etc.Include your name, phone, cell, etc.



• It’s a good idea to set your default “free/busy” schedule so other users can effectively invite you It’s a good idea to set your default “free/busy” schedule so other users can effectively invite you to meetings. Also, this is where you set your out of office agent when on leave or vacationto meetings. Also, this is where you set your out of office agent when on leave or vacation



• Click the link below to change your internet (iNotes) passwordClick the link below to change your internet (iNotes) password


Working with Mail – Copy Into NewWorking with Mail – Copy Into New

• This calendar entry (a Meeting invite) was created from an existing email. The This calendar entry (a Meeting invite) was created from an existing email. The subject and body of the email were brought into the invitation along with the recipient.subject and body of the email were brought into the invitation along with the recipient.



• This is where you can give others access to view your calendarThis is where you can give others access to view your calendar• Be VERY careful when allowing others to view your email. It is NOT recommended.Be VERY careful when allowing others to view your email. It is NOT recommended.


Modifying the SignatureModifying the Signature

Select “Preferences”Select “Preferences”


Select “Signature”Select “Signature”


Enter your information in the Rich text box and save the changesEnter your information in the Rich text box and save the changes