IBM Lotus Notes 8.5 User Guide电子书

IBM Lotus Notes 8.5 User Guide

Table of Contents

IBM Lotus Notes 8.5 User Guide

Credits

Foreword

About the Author

About the Reviewers

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. First Impressions (The Client Interface)

Starting Lotus Notes—start your engines

Password prompt

Closing Lotus Notes

Exploring the interface—where, what, and how

Window tabs

Open List—better known as the button that says "Open"

Thumbnails

Homepage

Shortcuts

Toolbars

Search toolbar

Search preferences

SideBar

Lotus Notes browser

Preferences

Summary

2. To Chat or Not to Chat: Lotus Sametime

What is Sametime

How to use Sametime

Understanding availability status

Adding Sametime contacts

Chatting with contacts

Multi-way chat

Chat window options

Setting Sametime preferences

Chat History

Chat Window preferences

Chat Notification preferences

Sametime help

Summary

3. Feeds

Adding feeds

Feeds sidebar panel

Indentifying feed-enabled websites

Adding feeds to Lotus Notes

Reading feeds

Managing feeds

Summary

4. Working with Widgets

Widgets do what!

Widgets are where

Adding widgets

Adding a Gas Price widget from the IBM Greenhouse catalog

Adding a Digg iPhone application from a web page

Adding a Currency Converter from the Google Gadget directory

Widget options

Exploring Live Text

Live Text preferences

Summary

5. Mastering Lotus Notes Mail

Accessing mail in Lotus Notes

Creating and replying to messages

Creating a message

Message actions

Delivery options

Replying to messages

Addressing messages

How to address a message

Protecting names in To, Cc, and Bcc fields

Prevent the expansion of personal groups

Formatting messages

Using the Permanent Pen and Highlighter Pen

Changing the Permanent Pen font and color

Dragging and dropping text

Shortcut keys in Lotus Notes

Further formatting options

Attachments

Adding attachments to messages or documents

Working with attachments

Opening attachments: Open button

Editing attachments: Edit button

Viewing attachments: View button

Saving attachments: Save button

Working with multiple attachments

Printing attachments

Viewing mail

Preview pane

Conversations

Viewing conversations

Deleting a conversation

Turning off conversations

Viewing unread mail

How to mark a message as Unread or Read

Managing mail with folders

Creating a folder

Renaming and removing folders

Selecting messages

Selecting one or more messages or documents

Filing messages

Finding filed messages

All Documents

Discover Folders tool

Mail icons

Spell check

Subject warning

Adding a signature to messages

Deleting messages and restoring from Trash

Summary

6. Lotus Notes Mail Tools

Senders' Colors and Recipient Icons

Specifying colors that identify senders

Displaying icons that identify your recipient level

Collaboration history

Viewing collaboration history for a person

Finding available time

Copy Into Tool

Follow Up feature

Flagging messages for follow up

Importance

Optional follow up settings

Quick Flag

Setting Follow Up Preferences for the Quick Flag option

Follow Up view and Mini view

Allowing delegates to add follow up flags when managing our mail

Removing flags

Stationery

Creating stationery

Editing, renaming, or deleting stationery

How to use stationery

Bookmarking stationery

Message recall

How to recall a message

Spell check

Enabling spell check for messages

Performing a manual spell check

Performing spell check as we type (Instant Spell check)

Performing an automatic spell check

Setting spell check preferences

Out of office

Enabling the Out of Office feature

How to disable the Out of Office feature (if necessary)

Junk mail

Managing junk mails

Rules

Creating a quick rule

Creating a rule

Mail size indicators and quotas

Hints on reducing the size of our mail

Archiving

Setting up archiving

Mail preferences

Letterhead

Context menu (right-click menu)

Adding tables and sections

Tables

Sections

Printing documents

What to Print section

Summary

7. Managing Contacts

Opening contacts

Touring contacts

Show options

Contact view actions

Adding, editing, and synchronizing contacts

Adding contacts

Editing contacts

Synchronizing contacts

Importing and exporting contacts

Forwarding contacts as vCards

Importing a vCard

Importing contacts

Exporting contacts

Managing groups

Contact preferences

Allowing delegates to access our contacts

Printing contacts

Printing contact entries as labels

Printing a contact or group

Printing the Contacts view

Summary

8. Calendar and To Dos

Calendar tour

Opening the Calendar

Calendar side navigator

Calendar Picker

Calendar Views

MiniView

Preview, Filter, and Summary options

Preview options

Filter options

Summary options

Calendar Footer

Calendar view action buttons

New action button

More action button

Adding to our calendar

Creating a calendar entry

Repeating appointments

Changing dates on repeating calendar entries

Responding to meeting invitations

Responding to an invitation

Delegating, declining an invitation and setting decline/delegate preferences

Creating meetings

Scheduling a meeting

Creating meeting shortcut in mail

Reserving rooms and resources

Finding available time with the scheduler

Scheduler: Details

Scheduler: Summary section

Managing meetings—be the chair!

Checking if invitees are attending: View Invitee Status

Sending a message to invitees

Rescheduling meetings and cancelling meetings

Adding or removing additional invitees

Calendar preferences

Managing calendar notices (invites and responses) in mail

Automatic processing of invitations

Setting our free time (availability) schedule

Setting our available hours

Unprocessed and cancelled meeting preferences

Default options

Alarms

Colors

Delegating access to mail, calendar, To Do list, and contacts

Setting defaults for room and resource reservations

Rooms and resources

Automatic reminder notices for booked rooms

Printing the calendar

Calendar tools

Importing Holidays feature

Opening another person's calendar

Calendar cleanup tool

Managing imported calendars

Overlaying another person's calendar

Group calendars

Creating group calendars

To Dos

To Do side navigator

To Do action buttons

Creating To Dos

Assigning To Dos to others

Marking To Dos complete

Summary

9. Working with Lotus Notes Applications

What is a Lotus Notes application

Application examples

Examples of standard template applications

Local (PC or laptop) applications

Template and application information

Creating an application from a template

Application properties

Changing application security

Opening applications

Bookmarking an application

Links

Creating a link to a document, view, folder, or application

Copying a view and pasting it as a table

Summary

10. Working Remotely (Replication/Synchronization)

Working offline in Lotus Notes

Replica

Replication (Synchronize)

Replication and Sync page

Locations

Connection documents

ID file

Mobile directory

Outgoing mail application

Preparing to work remotely

Enabling an application to be accessible offline (Creating Local Replicas)

Changing and managing locations

Identifying our location in Lotus Notes

Creating a location

Keeping applications synchronized

Replicating (synchronizing) mail, calendar, and To Dos

Replicating (synchronizing) all applications including mail

Replicating an individual application

Replicating when shutting down or starting up Lotus Notes

Managing replication via the Replication and Sync page

Setting a replication schedule

Summary

11. Symphony

What is Lotus Symphony

Documents overview

Spreadsheet overview

Presentation overview

Creating documents, spreadsheets, and presentations

Opening Symphony files

Saving Symphony files

Symphony toolbar/menu options

Symphony properties

Symphony status bar settings

Formatting options

Symphony shortcuts

Template organizer

Creating a presentation from a template in the default library

File recovery

Exporting to PDF

Printing

Summary

Conclusion

Index