IBM Notes : Have it your way and make it work for you

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IBM Notes. Have it Your Way and Make it Work For You!

Open Mic

Girish PadmanabhanTechnical Lead, Notes Client Development

IBM Collaboration Solutions

2 © 2014 IBM Corporation

About Us

Girish Padmanabhan -Tech Lead -Notes Client Dev [email protected]

Sudhakar Kunam -Tech Lead – Notes Client Support [email protected]

Ranjit Rai – AP SWAT Team [email protected]

J Rajendran – AP SWAT Team [email protected]

Vinayak Tavargeri- Support Manager – Facilitator for AP Open [email protected]


Abstract

The exceptional ability to customise IBM® Notes® to fit your customer or business needs continues with the new IBM Notes 9 Social Edition. Learn how to make company-wide changes and tweak Notes to suit your personal work style.

We will show you how to fine tune your client experience and improve your productivity by adjusting settings, and we'll offer hidden gems on how to personalise, manage and master the new pieces as well the new features to enhance the more traditional components.

You will leave brimming with the latest and greatest tips for the latest and greatest client so you can have it YOUR way and make it WORK for You!


Agenda

Customization New Client Features New Mail, Calendar, Contacts Features 9.0.1


Under development for 18+ months Overarching goals:

─ Modern– Use of current theming styles– Simplification and de-cluttering of interfaces– Integrated web experience – Notes Browser Plug-in®

– Extensibility using the most current and stable web technology─ Easy-to-use

– Productivity feature enhancements– Easier discovery of capabilities– Default settings changes

─ Socially-enabled– Live social capabilities in email – “Embedded Experiences”– Social extensibility with the OpenSocial® platform– Expanded and updated IBM Connections® integration

Leveraging the strength, commitment and clarity of the IBM brand

IBM Notes 9.0Social Edition


Abbreviated dates

Social Theme: cleaner, more modern look, adopted across IBM product line for UI

consistency

Embedded Experiences

Shortcuts

“Group By”and

“Show Beginning”

Enhanced Search


Customization


General Client: Social Theme

1. Drive optimal design and uniformity of user interface and interactions across the portfolio.2. Leverage familiar and industry-standard patterns.3. Align with a larger IBM unified look and feel effort.4. Reduce training costs and speed product adoption for our customers.5. Minimize the complexity and color saturation of our interface, so that important items can be easily

seen. ─ A subtler color palette─ Added spacing (to reduce the density)─ Consistent alignment and grids─ More words and less icons─ Streamlined graphics

✔ Standard✔ Client Server Mail template


Notes 9: Social Theme -


General Client: Social Theme - Policy



General Client: Social Theme - Preference Setting



General Client: Branding and Theming


SPLASH SCREEN SESplashPath=/opt/ibm/lotus/notes/framework/shared/eclipse/plugins/com.ibm.n

otes.socialedition.branding_<build #>/splash.bmp HasNotesOverlay=1


General Client: Masthead

1. Problem:● Users had a hard time finding 'Mail' 'Calendar' among the tabs● The important tabs often fell off the end

2. Solution:

3. Turning the icons on/off: Did You Know?



General Client: Masthead

● To customize with your own icons:1. Open MANIFEST.MF file of the plugin2. Add dependence to com.ibm.rcp.ui plugin in

Dependencies tab


3. Create a new 'com.ibm.rcp.ui.shortcutButtonSet' extension in Extensions tab and fill


General Client: Toolbar

● New command to hide the toolbar except when editing


New policy to control this


General Client: QuickFindDemoGOALS1. Combine Starts with and Find so users

discover and can easily use both.2. Build more smarts into QuickFind so user has

to do less work.

FEATURES1. Typeahead lets you find people by their first,

last, or even internet names.2. Typeahead for subject lets you find related

emails.3. The sorting is done automatically for you.



General Client: QuickFind

✔ Standard✔ Client Server✔ Template

CUSTOMIZATION The preferred sort column is a

property Available on any Notes view Names columns in Notes view will

show typeahead dropdown─ $LastNameSorted=1 “First Last” (default)─ $LastNameSorted=2 “Last,First”─ $LastNameSorted=3 “Last First”


General Client: Simplified Dates

GOALS1. Make it easier to find & triage mail.

Standard✔ Client Server✔ Mail template


General Client: Simplified Dates

CUSTOMIZATION This is done through a new designer attribute

“Display abbreviated date” Available for all notes views (but not by default)



Mail: Improvement To Mail Addressing

NEW PREFERENCE In locations document

NEW DESKTOP POLICY for TYPEAHEAD A new policy setting to show typeahead

server results first and then local TypeaheadShowServerFirst=1

With this desktop setting the typeahead drop down will show server results first and then explicitly select “Search for Local”


Mail: Improvement To Mail Addressing

Further improvements to ambiguous dialog


Mail: New Desktop Settings

Users do not discover the 'Show > Preview on Side'

New Notes INI to enable Preview on Side by default

PreviewPaneOnSide=1

Users have complained that they delete folders inadvertently using the DEL key when they are in the navigator

New Notes INI to disable DEL key in Mail Navigator

DisableDelKeyForNavigator=1


General Client


General Client: Discover PageDemoGOALS1. Update the Home Page and Getting Started to give more value to end users.2. Easier access to our documentation resources, some of which are on the web.3. Help users understand and find the powerful features of Notes.

● Smaller chunks of information● Bring user right to Preferences panel/tab for setting● Different media/learning styles: Learn More (help topic), Watch It (view video), and Do It

(open a dialog)4. Oriented toward tasks and problem solving.

✔ Standard✔ Client Server✔ Mail template




General Client: Discover Page

CUSTOMIZATION1. Set the databases in Quick Links Custom Database section through Policy.2. Set the default open tab through policy.3. Admins can customize tips of the day by going into the properties file, and changing the

text in the Tip of the Day section. If they change the number of tips, they'll also have to change the Javascript for Tip of the Day.



General Client: Discover Page Customization



General Client: Group by Date


✔ Standard✔ ClientServer

✔ Mail template


General Client: Search Improvements


SORTING RESULTS Moved sort control to main window (out of

More options) Changing the sort order launches a new

search automatically Added a 'Did You Know' if users hover on the

Date field in the Results

SEARCH MAIL & ARCHIVES


General Client: Familiar Shortcuts


PREFERENCE for FAMILIAR SHORTCUTSA new Basic Configuration preference to enable familiar shortcuts:

$ENABLE_ADDITIONAL_KEYSTROKES=1 Ctrl+R=Reply Ctrl+1,2,3 for mail/calendar/contact tabs When enabled, sidebar shortcuts become

Ctrl+8,9,0

8 .5.3 9.0


General Client: Useful Shortcut Keys

Editing operationsIncrease font sizeDecrease font size

F2Shift + F2

Indent Outdent

F8Shift + F8

Text Infobox Ctrl+KSelect All Ctrl+A

GeneralStop current network communication Ctrl + Break

Quit [Alt + F4] or[Ctrl + Q]

Create new e-mail [Ctrl + M]

Send mail [Alt + 1]

Close Tab [Esc]


General Client: Complete Shortcut Keys (1 of 2)

Back Alt+Left

Bold Ctrl+B

Break Ctrl+Break

Close Esc

Collapse All _

Collapse Selected Level

-

Compose Mail Ctrl+M

Context Sensitive Help

F1

Copy Ctrl+C

Cut Ctrl+X

Cycle Next F11

Delete Delete

Edit Document Ctrl+E

Enlarge Font F2

Expand All +

Expand Selected & Children

=

Expand Selected Level

Numpad_Add

Find Ctrl+F

Find Next Ctrl+G

Focus Tool Bar Ctrl+Alt+T

Forward Alt+Right

Home Alt+Home

Indent first F7

Indent remaining F8

Insert Insert

Italic Ctrl+I

Left Sidebar - Closed Ctrl+5

Left Sdebar - Open Ctrl+7

Left Sidebar - Thin Ctrl+6

Lock Notes ID Ctrl+F5

New Application Ctrl+N

Next Part F6

Next Perspective Ctrl+F8

Next Selected F3

Next Unread F4

Next View Ctrl+F7

Normal Ctrl+T

Open Application Ctrl+O

Open List Alt+B

Open URL Ctrl+L

Outdent First Shift+F7

Outdent Remaining Shift+F8


General Client: Complete Shortcut Keys (2 of 2)

Paragraph Infobox Ctrl+J

Paste Ctrl+V

Previous Part Shift+F6

Previous Perspective Ctrl+Shift+F8

Previous Selected Shift+F3

Previous Unread Shift+F4

Previous View Ctrl+Shift+F7

Print Ctrl+P

Properties Alt+Enter

Rebuild the index for a view

Shift+F9

Rebulid the index for all views

Ctrl+Shift+F9

Reduce font Shift+F2

Refresh F9

Right Sidebar - Closed Ctrl+8

Right Sidebar - Open Ctrl+9

Right Sidebar - Thin Ctrl+3

Ruler Ctrl+R

Save Ctrl+S

Select All Ctrl+A

Show Key Assistance Ctrl+Shift+L

Show System Menu Alt +

Show Thumbnails Ctrl+Shift+T

Show View Menu Ctrl+F10

Text Infobox Ctrl+K

Underline Ctrl+U

Undo Typing Ctrl+Z


General Client: Miscellaneous

Standard✔ Client Server Mail template

● Single-click to close Miniview

● Policy to control closed by default

● Ctrl+Click to launch URL in Edit Mode

● When you hover on a URL the cursor will be the same as is shown in read mode.

● Change Password now on File menu


General Client: Default Preference Settings

Standard✔ Client Server Mail template

If user already has mail pop-up notifier, set them with new mail slide-in notifier Automatically close original mail when replying/forwarding Automatically sort date column to display most recent at top Automatically process meeting updates and apply changes to meetings Turn on ghosting in calendar (display unaccepted invitations in the calendar view) Enable Synchronize Contacts (with iNotes and mobile devices) Turn Social Theme ON Expose Job Title in typeahead


Mail


Mail: Date Sort default


NEW POLICY New Desktop policy and preference for

mail to show most recent emails on top or bottom

Desktop setting is AUTO_SORT_DATE=11 or 12

11=new mail top 12=new mail on bottom

New 'Did You Know'


Mail: Date Sort default


Mail: Beginning of Messages –




Mail: Miscellaneous


Calendar: Category Color Coding



Calendar: Weekly Planner



Calendar: Rolling Month



Calendar: Today is Easier to Find


Calendar: Today is Easier to Find


Contacts: Remove Duplicates



Contacts: Make Contacts Private (by default)

Standard✔ Client✔ ServerMail template


Contacts: Make Contacts Private (by default)

Standard✔ Client✔ ServerMail template

NEW POLICY A new policy setting to enable the Mark Private checkbox by default in the New Contact

form An agent which can be run to mark all current contacts to be private


IBM Notes and Domino 9.0.1Social EditionNotes Deploying OpenSocial® components easier than ever Delete or modify existing online meeting links in calendar invitations Improvements to type-ahead drop down box Notes Browser Plug-in enhancement to enable access to shared mail (group mail-in and applications

utilizing mail design) databases

iNotes AutoSave messages to Drafts folder Admins can now enforce a preference setting to allow or not allow attachments based on company

policy Mail, Calendar, Contacts and Preferences are now accessible (WCAG 2.0 AA and Section-508

compliant) Improved deployability of the iNotes ActiveX control, which now supports deployment on standard

desktops (locked down machines)

51 | © 2014 IBM Corporation

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IBM Notes : Have it your way and make it work for you