IBM Connect/lotusphere 2013 BP101 UserBlast
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Transcript of IBM Connect/lotusphere 2013 BP101 UserBlast
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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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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2013 IBM Corporation