Lotus Notes 8.5 Upgrade Lotus Notes 8.5.2 Topics Using Lotus Notes Using Lotus Notes Q&A Q&A

Lotus Notes 8.5 UpgradeLotus Notes 8.5 UpgradeLotus Notes 8.5 UpgradeLotus Notes 8.5 Upgrade

Lotus Notes 8.5.2Lotus Notes 8.5.2

TopicsTopics

• Using Lotus NotesUsing Lotus Notes

• Q&AQ&A


Accessing Lotus NotesAccessing Lotus Notes

• Launch Notes from a desktop icon or via the ‘Start’ menuLaunch Notes from a desktop icon or via the ‘Start’ menu


Notes Launch Screen – 8.5.2Notes Launch Screen – 8.5.2

• Most people see a Welcome page (or a customized Welcome page) when they Most people see a Welcome page (or a customized Welcome page) when they launch Lotus Noteslaunch Lotus Notes

• Others see the ‘Workspace’ screenOthers see the ‘Workspace’ screen• Your launch screen/options should be retained after the upgradeYour launch screen/options should be retained after the upgrade


Notes Launch Screen – 8.5.2 ContinuedNotes Launch Screen – 8.5.2 Continued

• The 8.5.2 Welcome/Home page is similar to the default Welcome page in Notes 8.5.1The 8.5.2 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 ofThere are a handful of Welcome/Home screen changes you should be aware of

The Open button replaces the Bookmarks

bar with standard icons

for mail, calendar and applications

Quick Notes… use to create quick emails, reminders,

contacts, etc.

Click to customize

launch options

Notes 8.5.1Notes 8.5.2


The ‘Open’ ButtonThe ‘Open’ Button

• Similar icons and links… just a different way of getting thereSimilar icons and links… just a different way of getting there• Click the green Open button to see the drop-down listClick the green Open button to see the drop-down list

Notice that most of these icons are the same (mail,

calendar, etc). You access

them using the Open button in

8.5.2

Notes 8.5.1 Notes 8.5.2

You can search your bookmarks There are a

number of ways you can

add bookmarks…

here is an option to add a bookmark from

the Open Application dialog box

To see bookmarks the old way, right-click the open

button


Notes Launch Page – Customizing the Home screenNotes Launch Page – Customizing the Home screen

• Drop down the Home Page options bar to customize your launch optionsDrop 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 There are 4 pre-built Home page options – Basics, Basics with Calendar, My Work

and Basics Plusand Basics Plus


Notes Launch Page – Customizing the Home screenNotes Launch Page – Customizing the Home screen• You can also click the ‘Create a new Home Page’ buttonYou 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 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.)frames and the content you want in each frame (inbox, calendar, web page, etc.)


Notes 8.5.2 – Quick NotesNotes 8.5.2 – Quick Notes

• Quick Notes – create memos, contacts, reminders & notes (Quick Notes – create memos, contacts, reminders & notes (only available on the Home screenonly available on the Home screen))

You can personalize the

image if you wish

Click this blue triangle to toggle (open and close) the quick notes

area


Notes 8.5.2 – SidebarNotes 8.5.2 – Sidebar

• The Sidebar – Sametime (Instant Messaging), Feeds (not supported by UH) and Day-At-a-GlanceThe Sidebar – Sametime (Instant Messaging), Feeds (not supported by UH) and Day-At-a-Glance

Day-At-a-Glance shows one-day of

your calendar

Toggle the sidebar using the smaller triangle (not the

blue one)


Notes 8.5.2 – Sidebar ContinuedNotes 8.5.2 – Sidebar Continued


RSS Feeds (news and blog

subscriptions)

Buttons to manage your feeds…

Example of creating a new feed


Notes 8.5.2 – Sidebar ContinuedNotes 8.5.2 – Sidebar Continued


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)


Working with MailWorking with Mail

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

Self-explanatory folders and views… 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 8.5.2.

Rules allow you to process mail automatically (put mail in folders, forward emails, etc)

Create New mail, calendar entries, contacts and more.

Can toggle between mail, calendar and to-do list

Set a follow-up flag on an email and it shows up here


Working with Mail – Opening & Closing WindowsWorking with Mail – Opening & Closing Windows

• Double click an email to open itDouble click an email to open it• Click the ‘X’ to close the email tab or just hit the Esc key on the keyboardClick the ‘X’ to close the email tab or just hit the Esc key on the keyboard


Working with Mail – Email buttons and menusWorking with Mail – Email buttons and menusToggle for mail, calendar, to-do list, contacts

Toolbar buttons, print, navigate, search, refresh and more

Copy Into New… is a great feature you should use

Just unread emails

What other folders contain this email


Working with Mail – Right Click on a DocumentWorking with Mail – Right Click on a Document

• 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…


Working with Mail – Message RecallWorking with Mail – Message Recall

• You can only recall messages from the Sent view…You can only recall messages from the Sent view…


Working with Mail – Mail PreviewWorking with Mail – Mail Preview

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


Working with Mail – Web ImagesWorking with Mail – Web Images

• You may not automatically see web images in your email… click the Show Images You may not automatically see web images in your email… click the Show Images link to view themlink to view them


Working with Mail - AddressingWorking with Mail - Addressing

• Address emails by simply typing the person’s name or clicking on the To: field labelAddress emails 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 directoryYou can select names from the Domino directory or from your personal contacts directory


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 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

Toggle to mail, to-do list, etc.

Similar right-click options


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, end time, alarm, subject, mark private, rooms & resourcesNotice date, start time, end time, alarm, subject, mark private, rooms & resources


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


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

to 4:00 PMto 4:00 PM


Working with the Calendar – Repeating EntriesWorking with the Calendar – Repeating Entries• Click the Repeat label to set up a repeating meetingClick the Repeat label 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 Invitations’ when finishedClick ‘Save & Send Invitations’ 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 Another Person’s Calendar…Click Open Another Person’s Calendar…• Select the employees calendar you wish to view (note: they have to grant you Select the employees calendar you wish to view (note: they have to grant you

permission to view it)permission to view it)


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

• Notice that I’m now viewing Dewayne Winston’s calendarNotice that I’m now viewing Dewayne Winston’s calendar


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

• Launch your personal address book (contacts) from the Open buttonLaunch your personal address book (contacts) from the Open button• Make sure you enter their email address so you can email them from Lotus NotesMake sure you enter their email address so you can email them from Lotus Notes


Working with ContactsWorking 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 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 iNotesthese contacts in iNotes• First open your contacts and then select More - Preferences...First open your contacts and then select More - Preferences...• Then make sure ‘Enable “Synchronize Contacts” on the Replicator’ is checkedThen make sure ‘Enable “Synchronize Contacts” on the Replicator’ is checked


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


Working with ContactsWorking with Contacts• Here are my contact in Lotus Notes and iNotesHere are my contact in Lotus Notes and iNotes


Working with ContactsWorking with Contacts

• Would you rather synchronize your contacts automatically Would you rather synchronize your contacts automatically (instead of having to click the ‘Start Now’ button on the (instead of having to click the ‘Start Now’ button on the replicator page)?replicator page)?

• To do that, you need to enable replication… first go back to To do that, you need to enable replication… first go back to the replication page and then click Enable Scheduled the replication page and then click Enable Scheduled ReplicationReplication

• Then click Set Replication/Sync Schedule…Then click Set Replication/Sync Schedule…

• Select options as you see fit – here it what we recommendSelect options as you see fit – here it what we recommend


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 Mail PreferencesWorking with Mail Preferences

• From your inbox select More - PreferencesFrom your inbox select More - Preferences


Working with PreferencesWorking with Preferences

• Here are a handful of useful settingsHere are a handful of useful settings



• You can set up colors to quickly see email from certain individualsYou can set up colors to quickly see email from certain individuals• Establish your default free/busy scheduleEstablish your default free/busy schedule



• Establish who can read your calendar and email… be VERY careful when granting Establish who can read your calendar and email… be VERY careful when granting users’ access to your emailusers’ access to your email

• Create links to other users’ mail filesCreate links to other users’ mail files


Questions?Questions?