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Copy of IBM Lotus Notes Course Material

How to use lotus notes
by

Mostafa Shawki

on 5 May 2013

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Transcript of Copy of IBM Lotus Notes Course Material

Foundation Care Phase 1 Phase 2 Results Core Responsibilities of an Electronic Mail User Lotus Notes 8.5 Course By: Eng. Mostafa Shawki
Software Engineering &
IT Training Supervisor
IT Dept. - ASEC Eng. Co. Installation & Configuration Installation Edit Location Responsibilities of Users To support email management effectively, users should know and understand pertinent provisions of legislation, regulations, standards, guidelines, policies, and procedures related to email, and should use and manage their email accordingly.
The information may be in the form of documents, training materials, coaching or formal training and may be available in a variety of media, or settings at the discretion of the institution. This information should be provided to users by their institution. If the information has not been provided, the user may ask that it be provided. Responsibilities of an Electronic Mail User do not share your password
change your password regularly
check your email on a regular basis
If you will be away for a period of time set a vacation message
delete unnecessary email regularly (to clear space on the servers and prevent your email program from slowing down)
Check your internet connection before using your mail
Check your location (depends on your place (work, outside work...etc)) Responsibilities of network and/or system administrators Network administrators should provide the technical infrastructure for email management, develop and execute backup and disaster recovery procedures, provide up-to date IT and Internet security, and control and monitor access to records and information holdings.

Network administrators should monitor the use of email to measure compliance with the Email Management Guidelines and policies and, when necessary, investigate suspected misuse of email.

Network administrators should create, maintain and preserve accurate and up-to-date documentation on the email system and information holdings. This documentation should be sufficient to provide proof of the authenticity and integrity of any email record or information provided as evidence in legal proceedings.

Network administrators should ensure that business-related email is not stored in an unauthorized repository. Responsibilities of network and/or system administrators Provide the technical infrastructure for email management
Develop procedures to support system backup and disaster recovery
Fine tune IT security, on an ongoing basis, as new threats materialize
Control and monitor access to records and information holdings
Support investigations related to suspected misuse of email.
Set up, close, freeze or suspend email accounts.
Access an employee's email (under certain circumstances).
Isolate information required for legal proceedings in order to prevent its deletion
Provide proof of the authenticity and integrity of email messages
Create, maintain and preserve system documentation. IT Technical Support Specialist Responsibilities and Duties Provide technical support to all desktops and laptops in network environment and perform troubleshoot on all network and equipment issues.
Administer all customer issues, manage all requests and prepare documents for all technical solutions and monitor all antivirus infrastructures and monitor all virus security threats.
Prepare draft and update all technical documents and provide support to all IT applications and services and ensure optimal level of communications with customers and provide required updates and administer efficient working of all Windows network.
Manage all problem tickets for all enterprises and provide subject matter expertise on all IT technical issues and recommend incorporation of new technologies. Using the Open list Archiving Video `` Workspace `` Save about 60 % of technical support team.
Save about 25 - 40 % of network & system administrators.
Saving time will help the IT Team to enhance the level of service.
Save about 10 - 20 % of employees time.
So ... these will help our company to increase its productivity. Lotus Traveler Chapter 10: Working Remotely Chapter 1: First Impressions (The Client Interface) Chapter 5: Mastering Lotus Notes Mail Chapter 6: Lotus Notes Mail Tools Chapter 7: Managing Contacts Chapter 8: Calendar and To Dos Chapter 9: Working with Lotus Notes Applications Chapter 11: Symphony Chapter 2: To Chat or Not to Chat:
Lotus Sametime Chapter 3: Feeds Chapter 4: Working with Widgets Chapter 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 What this course covers Closing Lotus Notes Starting Lotus Notes – start your engines Chapter 1. First Impressions (The client Interface) Chapter 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 What this course covers Chapter 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 What this course covers Chapter 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 What this course covers 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 What this course covers
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 What this course covers
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 What this course covers
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) What this course covers Chapter 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
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 What this course covers Chapter 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 What this course covers Chapter 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 What this course covers Chapter 3: Feeds
Adding feeds
Feeds sidebar panel
Indentifying feed-enabled websites
Adding feeds to Lotus Notes
Reading feeds
Managing feeds
Summary What this course covers Chapter 1: First Impressions (The Client Interface)
Chapter 2: To Chat or Not to Chat: Lotus Sametime
Chapter 3: Feeds
Chapter 4: Working with Widgets
Chapter 5: Mastering Lotus Notes Mail
Chapter 6: Lotus Notes Mail Tools
Chapter 7: Managing Contacts
Chapter 8: Calendar and To Dos
Chapter 9: Working with Lotus Notes Applications
Chapter 10: Working Remotely (Replication/Synchronization)
Chapter 11: Symphony What this course covers Preface This course suitable for anyone who use lotus notes, from beginners to seasoned professional who have used it for years. This books aims to covers the features and tools that enable us to work smarter and faster. Also there are significant changes from the earlier versions of Lotus Notes to the current version of 8.5. this course covers the new features in detail so that we will be able to take advantage of them as well. Who this course is for Starting Lotus Notes – start your engines Chapter 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 What this course covers
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
Mail icons
Spell check
Subject warning
Adding a signature to messages
Deleting messages and restoring from Trash
Summary What this course covers Chapter 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 What this course covers Chapter 1. First Impressions (The client Interface)
Full transcript