BP101 #UserBlast 2013!

Mat Newman | ISW, Director Education | @MatNewman

Abstract

New Name! New Features! New Tips! IBM Notes 9.0 combines the best of the traditional IBM Lotus Notes client with exciting new social capabilities. We'll demonstrate how to take advantage of this new range of features - with tips to customise, deploy, integrate and boost your productivity. All tips that you can take back to your users to hit the ground running immediately with the new IBM Notes 9.0 client.

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Over 17 years Consulting, Administering, Developing and Educating

LOVED Lotus Notes for 20 years

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Agenda

40 tips in 40 Minutes

The NEW 9 minutes with NOTES 9 demo

What you should see next

Notes Basics: What is Notes?

Notes is a Database

Notes is Secure

Notes can access information from virtually anywhere

40 tips in 40 minutes

Notes Client: Know your Notes

Notes Client Layout

Notes Database Layout

Notes Client: Notes Client Layout

Title, Menus, Open Button/Bookmarks, Masthead, Window Tabs, Tool Bars, Display Pane, Status Bar, Search Bar, Side Bar

Notes Client: Notes Database Layout

Title, Navigator, Selection Bar, View, Action Bar, Preview Pane

Notes Client: Bookmarks more than just links

More Bookmarks\Create

More Bookmarks\Startup

Notes Client: Turning on Mast head short cuts

View Show Shortcut ButtonsThis list can be customized!

Admins: Adding Mast head short cuts

Come to Have it Your Way and Make it work for you on WednesdayBP104, Wednesday 11:15am, Dolphin N. Hem A-C

Notes Client: Where are my Toolbars?

View Toolbar Hide All Toolbars (toggle)

View Toolbar Show Toolbars only while editing (toggle)

Admins: Turning on Toolbars

STANDARD ONLY: Add the following lines to plugin_customization.ini file:com.ibm.notes.client.toolbars/TOGGLE_EDITING_TOOLBAR_ENABLEMENT=false

com.ibm.rcp.ui/DISABLE_TOOLBAR_CONTEXT_ITEMS=false

Notes Client: Keyboard shortcuts are cool

The favorites are still thereCtrl+M, Escape, Home, End, Enter, Backspace, Tab, Delete, Insert

And some new ones for Notes 9Ctrl+Shift+V: Past Plain Text

Ctrl+Alt+V: Past special dialog

Ctrl+1: Open Mail

Ctrl+2: Open Calendar

Ctrl+3: Open Contactsmoves side-bar sort cuts from Ctrl+3,4,0 to Ctrl+8,9,0

File Preferences Basic Notes Client Configuration Additional Enable alternate...Ctrl+R: Reply with History

Ctrl+Shift R: Reply to All with History

Notes Client: Have you got a Notebook

Keep track of all the stuff that's important to you

Admins: The Notebook application is a default

When creating roaming users, the Notebook is included as a default application

Notes Client: Make Notes go faster

Local/Managed replica's rock!File Replication New Replica

File Application Make Available Offline

Admins: Enabling Managed Replica's

Desktop Settings Mail Local Mail File

Notes Client: Search is Notes most powerful feature

Full Text Index

New Search optionsQuicksearch (Starts with) is now combined with Find

Full Text Index Options more obvious

Searching Mail/Archives simultaneously

Admins: Enable Full Text indexing by default for local replicas

Desktop Settings Preferences Replication Create full-text index for faster searching

Notes Client: Sorting your full-text search results

More Sort Results By Sorted like the current viewUsed to be: More keep current order (sortable)

New Option Location

New Prompt to enable
sort option in Mail

Notes Client: Speaking of sorting ...

Both Notes Mail and Contacts offer an option to choose a sort order...Mail: File Preferences Mail Mail Basics Automatically sort date columns

Contacts: File Preferences Contacts Default display for Contact Names

Admins: Enable sorting using policy

Desktop Settings Preferences Mail Automatically sort date columns

Notes Client: My computer crashed and I lost...

Autosave is your friendFile Preferences Basic Notes Client Configuration AutoSave every minutes

Admins: Make sure users have AutoSave enabled

Desktop Settings Preferences BasicsEnable AutoSave

Notes Client: Drag Anything, Anywhere

Text, Names, Attachments and entire Documents

Notes Client: Share Information Easily

Drag open Tabs to create links to:Applications

Documents/Records

Web Sites

Edit Copy As TableMultiple records

View summaries

Notes Client: Keep it how you like it

Retain view column sortingMaintains all Applications the way you like them!

File Preferences Basic Notes Client Configuration Additional Options RetainViewColumnSorting

Dont forgetChange the default sort option for MailNew in Notes 9

Change the default sort option for Contacts

Admins: Retain view column sorting is a policy

Desktop Settings Preferences MiscellaneousRetain view Column Sorting

Notes Client: Comic Sans? Sure, no problem!

Changing the font used in the standard PIM app viewsFile Preferences Fonts and Colors

Changing the font used in your mailCtrl+M

Type some text

Highlight & Format

Text (menu) Set Current Font as Mail Default

Admins: Setting Fonts via policy

Desktop Settings Preferences Fonts and Colors

Mail: Don't send ugly email

Location Option

Mail Preference

Admins: Don't send ugly mail

Desktop Settings Mail Mime

Desktop Mail Internet Format

Mail: Making it easier to glance, and comprehend

Grouping by DateAlso Grouping by date (Action Bar More Group by Date)

Simplified dates in PIM viewsView (menu) Customize this View Use abbreviated dates

Message summaries displayed in viewsAction Bar Show Beginning of Message

Mail: Keeping Track of Collaborations

Message threads displayed in viewsHit the Twistie next to any message

Collaborating with this personRight Click Name Collaboration History

Mail: Reply without history using conversations

Stay under your quota

Easily reference message in context while replying:Action Bar Display Original Message

Link to thread from a view(Twistie next to a message)

Show thread within a messageAction Bar Display Conversation

Mail: Adding contacts It ain't just for individuals!

See an email containing contacts you use frequently Add them all to a group!Actions (menu) More Add recipients to a Contact group

Mail: Messages in Multiple folders

Don't blow your quota with copies

File messages in as many folders as you like

Remove from an individual folder as required

Delete the message to remove it from all folders

Mail: Automatically removing invitations

Meeting invitations hanging around in your inbox after you process them?

Have Notes automatically remove them for you

File Preferences Calendar & To Do Display NoticesRemove meeting notices from my Inbox after I process them

Admins: Removing Meeting Invitations

Mail Settings Calendar and To Do NoticesRemove meeting notices...

Mail: Track and Trace

Keep track of what's important without cluttering your Inbox

Follow Up Flags and Alarms enable notifications

Follow Up view to review all flagged messagesregardless of any folder the message may be filed in

Mail: Automatically managing mail

Quick Rules to do simple processingAvailable from any folder

Rules from the Mail database Navigator for anything more advancedMail database Navigator Tools Rules

Mail: Retrospectively running Mail Rules

OpenNTF Plug-In from Bob Balfe that enables rules to be retrospectively run on any folder in your Mail Databasehttp://www.openntf.org/Projects/pmt.nsf/ProjectLookup/Mail%20Rule%20Utilities

Mail: Scheduling messages

Received a email notification without an invitation?Drag to your Day-At-A-Glance to schedule it on your Calendar

Action Bar More Copy into New Calendar Entry

Right-Click Copy into new Calendar Entry

Received an Email with an .ics or .vcs extension?Right-Click the Attachment Choose View, check details, then OK

Calendar: Where are those alarms?

Alarms not being added to your Calendar entries by default?

Change your preferencesAction Bar More Preferences Calendar & To Do AlarmsTick, tick, tick...

Admins: Enabling user Alarms

Mail Settings Calendar and To Do AlarmsTick, Tick, Tick

Calendar: Wasn't that already scheduled?

'Ghosted' entries remind you when an invitation or a reschedule is waiting to be actioned.

Calendar: I really meant to create a...

Copy Into New Calendar Entry

Calendar: It's back! The weekly Planner view

A favorite display with many users, the weekly planner view is back in Notes 9

Calendar: It's back! Scrolling months

See multiple weeks across months in the same display

Short-CutsPage Up: Previous Month

Page Down: Next Month

Ctrl+PageUp: Previous week

Ctrl+PageDown: Next week

Calendar: Colors mean more than just an entry type

Notes 9 now has Color-Coded-CategoriesAction Bar More Preferences Calendar & To Do Colors Category Colors

Calendar: iCal feeds extend your calendar's usefulness

Any iCalendar Feed can be added to your Notes client

Anything appearing in your Notes calendar can Synch to your mobile device

Calendar: Overlays can come from any Notes user

Got a Person, Room, Resource, TeamRoom or Activity you want to keep track of?

Admins: Easily Create a Shared Notes Calendar

Create a New Database, Use the Mail Template

Change the Launch Properites so that it opens the Calendar

Create a Mail-in Database documentNB: Ensure the name is in heirachical format, eg: Company Events/mycompany

Change the Owner through preferences

Change delegation settings so users can read everything

Tell your users to subscribe!

Calendar: Easily share an overlaid calendar

Any calendar you have added to your group Calendars list can be shared with other users.Right-Click the Calendar, Choose Email To

Beyond Notes: Widgets extend the reach of Notes

Create the widget on your machine

Publish it to the catalog

Push to users via desktop policy

Beyond Notes: Wiring widgets with Actions and Live Text

Make your data come to LIFE

Beyond Notes: Powerful Plug-ins

Check out OpenNTF for some great tools!Run Mail rules (see Tip)

File Navigator (browse, drag and drop files without leaving Notes)

WildFire! Keep updated and post to all of your social networks from your Notes client

Drag 'n Drop Awesome tool for moving data between any IBM Notes application

http://www.openntf.org

Beyond Notes: Embedded Experiences

WiredWidgets: The Next Generation!

Action information without leaving your inbox

Demo! Demo! Demo!9 minutes with IBM Notes 9

Related Sessions: What else you should see this week

Apps, Apps, and More Apps: Meet the Very Best Open Source Apps from OpenNTFBP1212, Wednesday 11:15am, Swan SW 1-2

Have it YOUR way and make it WORK for youBP104, Wednesday 11:15am, Dolphin N. Hem A-C

What's new in IBM Notes 9ID100

What's New in IBM iNotes 9ID101

What's New in IBM Domino 9ID102

What's New in Domino Application Development and Domino Designer Social EditionAD201

Summary

40 tips in 40 minutes

The NEW 9 minutes with Notes 9 demo

What you should see next

Who's been counting?

IBM Notes: Tip #1

The difference between IBM Notes and just Email


...is what's possible AFTER the message arrives in your Inbox!

Questions?

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Legal disclaimer

IBM Corporation 2013. All Rights Reserved.The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBMs current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBMs sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries.Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.Intel, Intel Centrino, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.UNIX is a registered trademark of The Open Group in the United States and other countries.Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.All references to Smarter and Exceptional Cloudy Inc refer to a fictitious company and are used for illustration purposes only.

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