Lotus Connections 3.0Lab Exercises
An IBM Proof of TechnologyPoT.Lotus.10.5.037.00© Copyright IBM Corporation, 2011US Government Users Restricted Rights - Us...
IBM SoftwareTable of Contents              INTRODUCTION......................................................................
IBM SoftwareIntroductionIn today’s competitive environment, sharing information and expertise can be critical in driving b...
IBM SoftwareLab 1         Using Lotus ConnectionsLotus Connections is social software for business. Its comprised of sever...
IBM Software__2.     Log in using the following user credentials (password is case-sensitive, user name is not):         U...
IBM Software1.2.1    Updating your profile__3.    From the Connection menu, choose Profiles → Edit My Profile__4.    On th...
IBM Software__5.     On the About Me tab, enter some information about yourself. For example, you could describe         y...
IBM Software__7.    On the Pronunciation tab, review the options for uploading an audio file of your name.1.2.2    Add tag...
IBM Software__10.     These tags can be viewed either as a list or as a cloud. As you and others add tags to your         ...
IBM Software__13.   Click Save to view your external link in your profile.1.2.4    The BoardIn the The Board section your ...
IBM Software1.2.5     Recent PostsThis section will be automatically populated when you contribute content or participate ...
IBM Software1.2.6    Building your networkYou can invite people to join your network by sending them an invitation. When t...
IBM Software__18.     In the search results, click on Dennis Michaels name to view his profile.__19.     When this person’...
IBM Software1.2.7    Accepting invitationsYou can accept invitations from your email client or from the Lotus Connections ...
IBM Software1.2.8     Looking for expertiseYou can use Profiles to find someone with a particular expertise. For example, ...
IBM Software__26.   Click on Natalie Olmos. This will take us to her Profiles page.__27.   From her Profiles page, we can ...
IBM Software__29.     You could examine the following links to learn more about her: Blogs, Forums, Wikis, Files,         ...
IBM Software__31.   The Do You Know widget offers recommendations of people you might want to add to your        social ne...
IBM Software__33.     The Who Connects Us widget graphically displays how you are connected to someone when          you a...
IBM Software__34.   Using the skills youve already learned in this lab, find Dan Misawas profile by initiating a search   ...
IBM Software__36.     From the Connections menu, choose Communities → Public Communities__37.     From the Public Communit...
IBM Software__39.   Join this community by clicking the Join this Community button.__40.   Look at the list of members in ...
IBM Software__41.     Your name should appear in the membership list.__42.     You can add references to web sites that ma...
IBM Software__43.   Click the Add Bookmark button. In the dialog window, add any web site you would like to        referen...
IBM Software__47.     Fill out the form with a topic of your choice. Click Save when you’re done.Page 26                  ...
IBM Software__48.   The post will appear on the Forums page of the community. Other users in the community will        now...
IBM Software__50.     Click the Start a Community button.__51.     Fill in the form as you like. You can use the screen be...
IBM Software__55.   Click the “Change Community Theme” link and choose a different theme.__56.   Add tags that will identi...
IBM Software__61.     In the menu on the left, you should see new links for Blog and Wiki content. The members of         ...
IBM Software__62.   From the Connections menu, choose Apps → Forums to use the Forums application.__63.   To view all publ...
IBM Software__65.     Complete the required fields. You can use the image below as a guide. When finished, click          ...
IBM Software__68.   Fill out the form with a question. Make sure to choose the option “Mark this topic as a        questio...
IBM Software__69.     Review your question in your new Forum. Notice how users will have the option to come in and        ...
IBM Software1.5.1    Searching for Files__70.   From the Connections navigation menu, choose Apps → Files.__71.   Lets sea...
IBM Software__72.     The search results page should show a file called “Beating the Competition.” Click on the name      ...
IBM Software__75.   Enter your comments and click Save. Your comment now appears on the page for the author        and oth...
IBM Software__76.     In the upper left corner, click the Upload a File button.__77.     Fill in the dialog box. You can c...
IBM Software__78.   Click the Upload button. A progress bar will show the upload progress and when its finished        you...
IBM Software1.5.3     Sharing a fileClicking the Share button on the Files page lets you select people you want to add as ...
IBM Software1.5.4    Add a file to a folderFolders are groups of files. You can add a file to more than one folder and, li...
IBM Software__86.     From the navigation menu on the left, choose My Files.__87.     Find the file that you uploaded in t...
IBM Software__89.   In the dialog window, notice the options on the left for finding folders to place the file into. Since...
IBM Software__91.     Choose the folder you created in a previous exercise. It should be the folder you just added        ...
IBM Software1.6.1    Start a new Wiki__92.   From the Connections navigation menu, choose Apps → Wikis__93.   Click the Pu...
IBM Software__94.     Fill out the fields as you choose. You can use the image below as a guide. When finished, click     ...
IBM Software__97.   Update the wiki description and click Save.__98.   You can also edit the “Welcome page” by clicking th...
IBM Software1.6.2     Create child pagesWhen you view a page within a wiki of which you are the manager or editor, you can...
IBM Software__102. The new page will show up in the navigation on the left side.__103. This page can be reached by clickin...
IBM Software1.6.3     Compare versionsLotus Connections Wikis keeps previous versions of pages. These can be viewed and co...
IBM Software1.7     BlogsThe Blogs application within Lotus Connections is a corporate blogging system in which individual...
IBM Software__115. Notice on the right side the set of widgets that allow you to find the most popular blog topics.       ...
IBM Software__118. Browse the blogs. The “Selling Software” blog looks promising, so click its title to view all of its   ...
IBM Software__123. This particular blog entry helped you so much that you would like to leave a comment. Click the       t...
IBM Software__129. Enter “Dennis Michaels” in the name field.__130. When finished, click Send. An email with a link to the...
IBM Software__131. From the Connections menu, choose Apps → Blogs__132. Click the Start a Blog buttonPage 56              ...
IBM Software__133. Fill out the form with the details for your new blog. Enter anything you like. Try to be descriptive   ...
IBM Software__135. After your blog is created, you will be redirected to My Blogs. From this page, you can see all of     ...
IBM Software__137. In the New Entry form, fill out the details of your new blog post. You will need to create a title     ...
IBM Softwareuser has already vetted and has found appropriate and useful. Shared bookmarks can often be a farmore effectiv...
IBM Software__144. You will be presented with a dialog box where you can add tags and a brief description. Do not       ch...
IBM Software1.8.3     Using Bookmarks to uncover expertiseToday, you have to research “Social Software” for an upcoming pr...
IBM Software1.8.4    Adding a tag or person to your watchlistYou can add bookmarks associated with a person, with a tag, o...
IBM Software1.8.5     Notifying other users about a bookmarkBookmarks allows you to send an email message notifying a coll...
IBM Software__159. You can see a record of all notifications sent by clicking Home in the Connections menu. You       can ...
IBM Software__160. From the Connections menu, choose Apps → Activities__161. Click the Start an Activity button.__162. Fil...
IBM Software__163. You can use the following image as a guide. Make sure to invite other users to your Activity. In       ...
IBM Software__165. To create a section, click the Add Section button at the top of the Activity. Fill in the name of      ...
IBM Software__167. In the form that appears, fill it out according to a task that needs to be accomplished in your       A...
IBM Software__168. When finished, click Save. Your new entry will appear under the Brainstorming section.1.9.4     Add To ...
IBM Software__170. In the form that appears, fill it out according to a task that needs to be accomplished in your       A...
IBM Software__171. When finished, click Save. Your new entry will appear under the Drafts section.__172. If you desire, yo...
IBM Software__174. Within the Updates tab are five sections in the left-hand navigation sidebar to help users filter      ...
IBM Software1.10.2    RecommendationsThis view also contains the Recommendations widget, which recommends content that mig...
IBM Software1.11     SummaryLotus Connections 3.0 introduces new features and functionality aimed at creating high perform...
IBM SoftwareLab 2           Using Connections features integrated into Lotus NotesUsing the IBM® Lotus® Connections plug-i...
IBM Software__1.     From the Windows desktop, click the Lotus Notes 8.5 icon to start Lotus Notes.__2.     In the Lotus N...
IBM Software__4.      In order to complete this lab, you will need to make a slight modification to the Lotus          Con...
IBM Software__7.     In your workspace, you should see an icon that says “notes on lc30”. This will let you open your     ...
IBM Software__10.     Create a new Connections Activity by choosing any document in your mail Inbox and dragging it       ...
IBM Software__12.    You would like to work on this Activity with a colleague. Click the Add drop-down button and         ...
IBM Software__14.     Once Dan has been added, the members list will appear in your Activity.__15.     Now, you would like...
IBM Software__17.    When finished, the form should look similar to the following image. Click Save to create your To     ...
IBM Software__19.     Create another To Do Item. This time, assign it to yourself. Click the Add drop-down button         ...
IBM Software__21.    Click the Display button and choose To Do Items from the list to see your new To Do.__22.    You can ...
IBM Software__24.     In the Add a calendar dialog window, fill out the fields according to the following table:          ...
IBM Software__27.    Lotus Connections Search has also been integrated into Lotus Notes. From the search bar         (loca...
IBM Software__30.     You should see Natalie Olmos returned in the search results. Double-click on this entry to open     ...
IBM Software__33.    Open the Status Updates plug-in located in the Notes sidebar.__34.    To enter a new status message, ...
IBM Software__35.     Click on the drop-down arrow in the plug-in Title bar (to the right of “Status Updates”) and        ...
IBM SoftwareLab 3         Using the Lotus Connections REST APIThe IBM® Lotus® Connections applications (Activities, Blogs,...
IBM SoftwareIn this lab, you will be using the Eclipse 3.4 client to perform API operations. The lab will use ApacheAbdera...
IBM Software__3.    In the Package Explorer on the left, expand the “LC30POT” project to view all of the Java        packa...
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
Ibm lotus connections 3.0 lab excercises workbook 2011
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  1. 1. Lotus Connections 3.0Lab Exercises
  2. 2. An IBM Proof of TechnologyPoT.Lotus.10.5.037.00© Copyright IBM Corporation, 2011US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
  3. 3. IBM SoftwareTable of Contents INTRODUCTION..................................................................................................................................................4LAB 1 USING LOTUS CONNECTIONS.........................................................................................................................5 1.1 LOG IN TO LOTUS CONNECTIONS.........................................................................................................................5 1.2 PROFILES...................................................................................................................................................................6 1.3 COMMUNITIES.........................................................................................................................................................21 1.4 FORUMS...................................................................................................................................................................30 1.5 FILES.........................................................................................................................................................................34 1.6 WIKIS........................................................................................................................................................................44 1.7 BLOGS......................................................................................................................................................................51 1.8 BOOKMARKS...........................................................................................................................................................59 1.9 ACTIVITIES...............................................................................................................................................................65 1.10 HOME PAGE.............................................................................................................................................................72 1.11 SUMMARY................................................................................................................................................................75LAB 2 USING CONNECTIONS FEATURES INTEGRATED INTO LOTUS NOTES...................................................76 2.1 USING THE CONNECTIONS PLUG-INS FOR LOTUS NOTES.............................................................................76 2.2 USING THE CONNECTIONS PLUG-INS FOR LOTUS NOTES.............................................................................88 2.3 SUMMARY................................................................................................................................................................90LAB 3 USING THE LOTUS CONNECTIONS REST API.............................................................................................91 3.1 REVIEW THE JAVA PROJECT...............................................................................................................................92 3.2 SERVICE CONFIGURATION...................................................................................................................................95 3.3 RETRIEVE COMMUNITIES.....................................................................................................................................97 3.4 RETRIEVE ACTIVITIES...........................................................................................................................................99 3.5 RETRIEVE ACTIVITY TO DOS..............................................................................................................................100 3.6 CREATE ACTIVITIES AND TO DOS.....................................................................................................................101 3.7 UPDATE YOUR PROFILES STATUS....................................................................................................................103 3.8 SUMMARY..............................................................................................................................................................105APPENDIX A. NOTICES.........................................................................................................................................................106APPENDIX B. TRADEMARKS AND COPYRIGHTS..............................................................................................................108Contents Page 3
  4. 4. IBM SoftwareIntroductionIn today’s competitive environment, sharing information and expertise can be critical in driving bothindividual and organizational success. From forward-thinking business leaders to younger workers whohave grown up in the web-based social software world, working collaboratively is now business as usual.One might ask, how does social software collaboration yield results? By fostering an environment inwhich people can easily locate experts, collaborate, and innovate together even when geographicallydispersed. In fact, true innovation is virtually impossible without the right resources and collaboration.Innovation is indispensable to success. Business leaders recognize this.According to an IBM survey, 98 percent of CEOs feel they need to restructure the way theirorganizations work. Five hours are wasted per employee per week due to inefficient processes. Twohours are spent per employee per day looking for the correct information and expertise within anorganization.Social software can alleviate this problem because it provides a means for global work teams to bebetter connected and able to deliver better results faster.IBM® Lotus® Connections empowers business professionals to develop, nurture, and remain in contactwith a network of their colleagues; respond quickly to business opportunities by calling upon expertise intheir network and organizations; and discuss and refine new creative ideas with communities ofcoworkers, partners, and customers.Lotus Connections 3.0 enables organizations to tackle daily work challenges by providing the mostcomplete set of social applications for enterprises in the market today.Page 4 Lotus Connections 3.0
  5. 5. IBM SoftwareLab 1 Using Lotus ConnectionsLotus Connections is social software for business. Its comprised of several different social applications.Its important to note that these applications can be used within an organization as needed — alltogether or as individual applications.Capitalizing on a flexible and modular architecture, organizations may start with a single application andadd other applications when they choose. As in previous releases of Lotus Connections, applicationscan be installed easily and naturally fit into the user experience, so it is easy to expand as needed.With Lotus Connections, IBM continues to provide flexibility for our customers and additionalapplications where necessary. In Lotus Connections 3.0 we have added a stand-alone Forumsapplication to give users additional flexibility when it comes to creating online threaded discussionForums.We have also added, throughout several of the applications, the ability for users to stay updated on theirpeers or data by leveraging the following capabilities and social recommendations. We have also addedthroughout several of the applications the ability for users to stay updated on their peers or data by“following” people and content, as well as social recommendations.In this lab, you will get hands-on experience with the applications that comprise Lotus Connections.Note: The screenshots in this lab may vary slightly from those you see on your Lotus Connectionsserver. Users have continued adding and modifying content since this lab was written, so you may seenew or different content listed!1.1 Log in to Lotus ConnectionsFor this lab, the Lotus Connections 3.0 server VMware image should be running. You will be using theLotus Connections 3.0 client image to perform the exercises in this lab.__1. From the Windows taskbar, click the Mozilla Firefox icon to open a web browser. Navigate to: https://lc30.demos.ibm.com/profiles/loginLab 1 - Using Lotus Connections 3.0 Page 5
  6. 6. IBM Software__2. Log in using the following user credentials (password is case-sensitive, user name is not): User name: FrankAdams Password: passw0rd1.2 ProfilesThe Profiles application within Lotus Connections represents not only a directory of the people in yourorganization, but it exposes valuable information that can be used to form and encourage socialnetworks.The Profiles form provides the basic information about an individual (for example, title, location, emailaddress) typical of what you would find on a traditional business card. It also includes a way to catalogskills, such as technical or business expertise, past experience, and areas of interest.This application lets you define yourself and allows others to understand more about you through thereporting structure view, the tags describing you, your network of colleagues, your recent statusupdates, recent data contributions, and even through the picture you share on your Profile page.Profiles can help you reach out to people and build up a collaborative network with our new socialanalytics tools that recommend people to add to your network as well as provide information on howindividuals may be connected to other people.Page 6 Lotus Connections 3.0
  7. 7. IBM Software1.2.1 Updating your profile__3. From the Connection menu, choose Profiles → Edit My Profile__4. On the Contact Information tab, update a few of the displayed fields. For example, you can enter building or phone information. When finished, click Save. (Note: You will need to click Save on each of the tabs before navigating to a new tab.)Lab 1 - Using Lotus Connections 3.0 Page 7
  8. 8. IBM Software__5. On the About Me tab, enter some information about yourself. For example, you could describe your current job role. When finished, click Save.__6. On the Photo tab, review the options for updating your photo. Continue to the next step.Page 8 Lotus Connections 3.0
  9. 9. IBM Software__7. On the Pronunciation tab, review the options for uploading an audio file of your name.1.2.2 Add tags to your profileA tag is a descriptive keyword that you assign to your profile (or to another users profile, if enabled byyour system administrator) to identify work activities, skills, or interests.The tags that you assign to your profile are displayed in the “Tags” area on your My Profile page. Tagsdescribe what you do and what you care about. When you create tags, choose keywords that representyour interests or areas of expertise. Tags must be entered as a single word, or as multiple wordsconnected with a hyphen or underscore. For example, payroll, event-planning, and human_resourcesare all valid tags.__8. Click the My Profile tab to return to your full profile.__9. To the left, in the Tags widget, enter keywords that describe your job role, skills, and interests. Separate the tags using a comma or a space. Click the “+” icon to add these to your profile. You can use the tags from the following screenshot or enter your own.Lab 1 - Using Lotus Connections 3.0 Page 9
  10. 10. IBM Software__10. These tags can be viewed either as a list or as a cloud. As you and others add tags to your profile, the cloud will become a good description of your professional persona. Click View as Cloud to see the tag cloud.1.2.3 Adding external links to your profileYou can add your favorite social networking links to the My Links area of your profile. For example, youmight want to include a link to your profile on the Facebook or LinkedIn web sites so that you and yourcolleagues can easily access your social data from a single location.__11. From your My Profile page, click Add link in the “My Links” section on the right.__12. Type a name for the link in the “Name” field. This text identifies the link in the “My Links” section. Type the link URL in the “Link” field.Page 10 Lotus Connections 3.0
  11. 11. IBM Software__13. Click Save to view your external link in your profile.1.2.4 The BoardIn the The Board section your status updates, comments from visitors, and your comment replies arerecorded. It gives you a public timeline of communications and information snippets.__14. You can update your status from The Board or also just below your profile image. Enter a status message in both locations, such as “Participating in a demo.” You can then view the updates in The Board.Lab 1 - Using Lotus Connections 3.0 Page 11
  12. 12. IBM Software1.2.5 Recent PostsThis section will be automatically populated when you contribute content or participate in any of the otherLotus Connections services (Communities, Bookmarks, Blogs, Activities, Files, Wikis). This makes iteasy to see at a glance what a person’s area of expertise is.__15. Click on the Recent Posts tab and review the recent activity of user Frank Adams. Notice how you can filter the results by Communities, Bookmarks, Blogs, Activities, Files, or Wikis.Page 12 Lotus Connections 3.0
  13. 13. IBM Software1.2.6 Building your networkYou can invite people to join your network by sending them an invitation. When the invitee receives themessage, they can choose to either accept or ignore it.__16. Open the Profile page for the person you want to add to your network. You can search for colleagues by using the search box on the top right of the My Profile page. From the drop-down list, choose “Profiles by Name” (notice that you have many options for searching profiles). Enter the first and last name of a potential colleague, such as Dennis Michaels.__17. A search results box should appear that contains all profiles matching your search.Lab 1 - Using Lotus Connections 3.0 Page 13
  14. 14. IBM Software__18. In the search results, click on Dennis Michaels name to view his profile.__19. When this person’s profile appears, click the Invite to My Network button.__20. Type a message inviting the person to become your colleague. When finished, click the Send invitation button.Page 14 Lotus Connections 3.0
  15. 15. IBM Software1.2.7 Accepting invitationsYou can accept invitations from your email client or from the Lotus Connections user interface (UI) itself.The steps for the email client below are listed for your reference only. We will actually only use the LotusConnections UI.In e-mail you would click the “Open your Colleagues Invitation Page” link provided in the email invitationto open the Invitations tab on your Colleagues page. This page lists all pending invitations.__21. In the Lotus Connections UI you can find the invitations in your profile on the My Network tab. From the menu that appears on the left, choose Invitations.__22. If you have an existing invitation(s), click Accept to join the inviters network. This person will now appear in your Network.Lab 1 - Using Lotus Connections 3.0 Page 15
  16. 16. IBM Software1.2.8 Looking for expertiseYou can use Profiles to find someone with a particular expertise. For example, you might need to find aperson to present at the upcoming Executive Briefing with a focus on marketing.__23. If you are not currently in Profiles, choose Profiles → My Profile from the Connections navigation menu at the top of the page.__24. Use Search to look for someone with expertise in “marketing”. In the Search widget on the upper right side of the page, select “Profiles by Keyword”, enter “marketing” and click the button with the Search icon (you can also use an Advanced Search).__25. This returns a few possibilities. Let’s explore further to see who would be the best fit.Page 16 Lotus Connections 3.0
  17. 17. IBM Software__26. Click on Natalie Olmos. This will take us to her Profiles page.__27. From her Profiles page, we can learn more about Natalie and her background to determine if she is a good fit. We can see her reporting structure, location, and tags she has used to describe her skills and interests.__28. Hover over Natalies name and click the yellow control to view her person card.Lab 1 - Using Lotus Connections 3.0 Page 17
  18. 18. IBM Software__29. You could examine the following links to learn more about her: Blogs, Forums, Wikis, Files, Communities, Bookmarks, Profile, Activities__30. You have learned a great deal about Natalie without having to contact her. You can be confident about her expertise when contacting her to see if she is available to be a speaker at the briefing.1.2.9 Social AnalyticsIn Lotus Connections 3.0 the Profiles application provides enhanced social analytics information to helpusers understand how they are connected to others in their organizations, and providesrecommendations to expand your network.This information is provided by the “Do You Know”, “Things in Common,” and “Who Connects Us”widgets. These widgets are designed to help people expand their network and understand how they areconnected to other people in their organization.Social analytics also provides recommendations of people who might share common interests with youand who you may not know within your organization, thus helping you reach out to new resources andexperts. Review the following widgets, and feel free to view them “live” in your web browser.Page 18 Lotus Connections 3.0
  19. 19. IBM Software__31. The Do You Know widget offers recommendations of people you might want to add to your social network. These recommendations are based on common interest and colleagues you have in common. This widget is displayed on your My Network tab.__32. The Things in Common widget provides a list of applications that you have in common when viewing someones Profile page. This allows you to easily see areas you might have in common with a particular user.Lab 1 - Using Lotus Connections 3.0 Page 19
  20. 20. IBM Software__33. The Who Connects Us widget graphically displays how you are connected to someone when you access their Profile page. So, if you need an introduction to someone within your organization, you are able to see common colleagues in your social network who you can reference.1.2.10 Follow capabilitiesThroughout many of the applications in Lotus Connections 3.0, users have the option to “follow” peopleas well as information. In the Profiles application you can follow people in whom you are interested andstay in sync with their latest updates. You can also follow people who are in, or out, of your network.Users also have the ability to track who is following them and whom they are following.Page 20 Lotus Connections 3.0
  21. 21. IBM Software__34. Using the skills youve already learned in this lab, find Dan Misawas profile by initiating a search by “Profiles By Name”. Once found, open Dans profile. Click Follow to begin following Dan.__35. From this point forward, youll receive notifications about Dans activity. You can view his activity by choosing Home from the navigation menu. Select the Updates tab. Finally, click News Feed from the menu on the left to see your notifications.1.3 CommunitiesThe Communities application within Lotus Connections brings together people with common interests.Communities help people who share common interests collaborate easily by exchanging and sharinginformation and interacting with one another.As a member of a Community, you can view bookmarked information, connect with other members,subscribe to feeds to keep current with the latest information, and participate in or start a discussion.You can also leverage the other Lotus Connections applications directly within the Communitiesenvironment, enabling you to easily start a Forum to share and collect feedback from the Communitymembers, quickly share Files, or create a Community Blog, to name a few.Whether you are sharing content on like interests, forming a project team, researching an emergingtechnology, or looking for people, a Community is a great way to reach out, get organized, and startsharing information from inside your organization as well as critical information that resides outside yourcompany.Lab 1 - Using Lotus Connections 3.0 Page 21
  22. 22. IBM Software__36. From the Connections menu, choose Communities → Public Communities__37. From the Public Communities tab, use the tag cloud to find a topic of interest to you. Click on the “social_software” tag to see related communities.__38. Choose a Community to enter. Do this by clicking on the name of a Community.Page 22 Lotus Connections 3.0
  23. 23. IBM Software__39. Join this community by clicking the Join this Community button.__40. Look at the list of members in that community by clicking “Members” on the left (or “View All” from the Members widget on the right).Lab 1 - Using Lotus Connections 3.0 Page 23
  24. 24. IBM Software__41. Your name should appear in the membership list.__42. You can add references to web sites that may be of interest to this Community by using Bookmarks. From the left navigation menu, choose Bookmarks.Page 24 Lotus Connections 3.0
  25. 25. IBM Software__43. Click the Add Bookmark button. In the dialog window, add any web site you would like to reference.__44. When finished, click Save. You should now see your Bookmark in the community.__45. Click on Forums in the left navigator__46. Click the Start a Topic button to add an entry to the Forum associated with this community .Lab 1 - Using Lotus Connections 3.0 Page 25
  26. 26. IBM Software__47. Fill out the form with a topic of your choice. Click Save when you’re done.Page 26 Lotus Connections 3.0
  27. 27. IBM Software__48. The post will appear on the Forums page of the community. Other users in the community will now have a chance to reply to your topic.1.3.1 Starting a new CommunityAs in previous versions of Lotus Connections, you can easily create a Community by clicking the Start aCommunity button. Required information for a Community is only the Community name; all otherinformation is optional, including Web address, description, tags, photo, and members.By default, Communities are public, but you can also elect to create a moderated or a privateCommunity. Community access types are defined as follows: ■ Anyone can join (Public): Anyone can join and participate. All the information shared is public. This is the default. ■ People must request to join (Moderated): Anyone can request to join, but the owner must approve membership before the requestor is accepted and can participate. All information shared is public. ■ People must be invited to join (Restricted): Only the owner can add members to the Community. All information is closed for only the members to see. Private Communities are not listed in the Public Community view.__49. From the Connections navigation menu, choose Communities → Public Communities.Lab 1 - Using Lotus Connections 3.0 Page 27
  28. 28. IBM Software__50. Click the Start a Community button.__51. Fill in the form as you like. You can use the screen below as a guide.__52. For Access, choose Anyone can join (Public). This will allow users to freely join without the owner adding them first.__53. Add a brief description so users have an idea why this community was created.__54. You can provide a custom logo for your community by clicking the “Upload a Community Image” link and choosing an image. For now, proceed to the next step.Page 28 Lotus Connections 3.0
  29. 29. IBM Software__55. Click the “Change Community Theme” link and choose a different theme.__56. Add tags that will identify the community and click Save when you are done.__57. Your new Community should appear and also be available via the “Public Communities” page.__58. You can further customize your new community by adding additional widgets. Click the Community Actions drop-down button and choose Customize.__59. Click the “+” symbol by the Blog and Wiki entries in the widget palette. This will add these widgets to your community.__60. Close the widget palette by clicking the “X” in the top right corner.Lab 1 - Using Lotus Connections 3.0 Page 29
  30. 30. IBM Software__61. In the menu on the left, you should see new links for Blog and Wiki content. The members of this community will now be able to collaboratively work with these applications, all in the context of this community!1.4 ForumsForums is our newest application being introduced in Lotus Connections 3.0, providing a place tobrainstorm and collect feedback on topics that are relevant to you and your colleagues. Statements andcomments are collected in a format that allows for the exchange of ideas and displays them as anongoing conversation.The Forums application can also be used to start discussions about a specific topic or debate solutionsto shared problems. By participating in a Forum, you can exchange ideas, ask questions, and leveragethe expertise of other people in your organization.1.4.1 Creating a ForumStart a new Forum when you want to get the answer to a specific question or get a discussion goingabout a specific topic. Forums created in the Forums application are public by default; any user in yourorganization with access to the Forums application can view and contribute to public Forums.To create a Forum with restricted access, you must create the Forum inside a Community with restrictedaccess.Before you create a Forum, its a good idea to browse the existing Forums in your organization first, todetermine whether someone has already asked the question or posed the topic that you want to post, orwhether theres already an active discussion under way. This is where using the Public Forums page canhelp in locating existing Forums in your organization.Page 30 Lotus Connections 3.0
  31. 31. IBM Software__62. From the Connections menu, choose Apps → Forums to use the Forums application.__63. To view all public Forums, click the Public Forums tab.__64. Review the existing Forums to see if one exists on your particular subject. After you are satisfied that a new Forum is needed, click the Start a Forum button.Lab 1 - Using Lotus Connections 3.0 Page 31
  32. 32. IBM Software__65. Complete the required fields. You can use the image below as a guide. When finished, click Save to create your Forum.__66. Once a Forum has been created, users can began to create topics within the Forum. Anyone who can access Forums can view a new topic.1.4.2 Creating Forum topicsWhen you start a Topic you have the option of marking it as a question. By doing so, as the topiccreator, you can moderate the answers that people provide, and choose whether to accept or rejectthem.Using a question-and-answer format is also a useful way to make information available to Forummembers in an easy-to-read layout. By creating question-and-answer threads, Forum members canbuild up a useful repository of information for users who are new to a subject and share the samequestions.When posting a question to a Forum, all you need to do is create a regular topic, but you must be sureto mark the topic as a question. When you do this, the topic is marked with a question mark icon in theuser interface, making it easy for users to identify which topics are questions versus general discussion.__67. You should already be in the Forum you just created. To create a topic, click the Start a Topic button.Page 32 Lotus Connections 3.0
  33. 33. IBM Software__68. Fill out the form with a question. Make sure to choose the option “Mark this topic as a question”. You can use the following image as a guide. When finished, click Save.Lab 1 - Using Lotus Connections 3.0 Page 33
  34. 34. IBM Software__69. Review your question in your new Forum. Notice how users will have the option to come in and Add an answer or reply for more information. Additionally, notice the Lock Topic link. Users can lock Forums to prevent other users from adding new topics or posting responses to existing topics.1.5 FilesThe Files application provides an individual with a fast and easy way to share their content with others byuploading presentations, documents, videos, or any type of file into their own file-sharing library.Users can then keep their files private, semi-private, or public. By using social software features such astagging, ratings, and recommendations, combined with version comments, Files provides an effectiveway to share content and for others to discover published content.Files can be used as an alternative to sending file attachments via email. You can send links to content,ensuring that readers always have the latest version. Files also provides individuals a central location toorganize their personal files, which makes them easy to locate for future use.New in Lotus Connections 3.0 is the ability to pin specific files to which you want quick access, and youwill see an addition to the navigation called “Pinned Files” to view these files in a list. Finally, you canview Folders of files by clicking the My Folders tab to view virtual folders or groups of related files.Version 3.0 also introduces the concept of pinned folders with its own view for quick access.Lotus Connections 3.0 users can now soft delete a File by placing it in the new Trash folder. You caneasily move a File to the Trash folder by selecting Move to Trash from the More Actions pull-down menu.Files in the Trash view are not permanently deleted until you select Empty Trash. No one else can seefiles in your Trash folder, but if you choose to restore them from Trash, they will retain their originalsettings (permissions, shares, folders, etc.).Page 34 Lotus Connections 3.0
  35. 35. IBM Software1.5.1 Searching for Files__70. From the Connections navigation menu, choose Apps → Files.__71. Lets search for a file. In the search box on the upper right, change the scope to “All Files” and search for “marketing”.Lab 1 - Using Lotus Connections 3.0 Page 35
  36. 36. IBM Software__72. The search results page should show a file called “Beating the Competition.” Click on the name of the file to retrieve more information and see more options.__73. You can download the file by clicking on the “Download this file” link.__74. Now lets make this entry a bit more valuable for other people. Suppose we have read this document and really liked what the author did, we can now add that sentiment as a comment to the file. Click the Add Comment button.Page 36 Lotus Connections 3.0
  37. 37. IBM Software__75. Enter your comments and click Save. Your comment now appears on the page for the author and other people to see. If you dont have time to go in and type a comment, but you still like the document and want to show your appreciation, recommend the file. Click on the star icon in the top right of the page. When finished, the file details page may look similar to the following:1.5.2 Uploading a fileLets use the Files component to upload, share, and manage our own files. You can use any file on yourmachine to complete the following exercises.When you upload a file, you set the access for it to one of the following: ■ Public: Anyone can view, download, comment on, and rate the file. ■ Private: Only the owner can see the file. ■ Shared: Certain people can view the file. You can share a file with someone as an editor or a reader:Lab 1 - Using Lotus Connections 3.0 Page 37
  38. 38. IBM Software__76. In the upper left corner, click the Upload a File button.__77. Fill in the dialog box. You can choose any file on your machine to upload. Make sure to set Share With as “Public”.Page 38 Lotus Connections 3.0
  39. 39. IBM Software__78. Click the Upload button. A progress bar will show the upload progress and when its finished youll get a message on top indicating a successful upload with a link to that document. Click the link.__79. Click on the About this File tab. This will give you some metadata on the file.__80. Click on the Versions tab. Currently theres only one version. But when you upload a new version, all versions will show up here with the possibility to download older versions or to delete them.Lab 1 - Using Lotus Connections 3.0 Page 39
  40. 40. IBM Software1.5.3 Sharing a fileClicking the Share button on the Files page lets you select people you want to add as readers or editors.If the file is not owned by you but is shared with you, you can in turn add people as readers of the file.This allows users of Files to see with whom a file is being shared and the chain of people with whom ithas been shared.New for Lotus Connections 3.0 is the ability to share a File with a specific Community. Adding aCommunity to a File creates a link in the specified Community to the Files page.__81. On the details page for your new file, click the the Sharing tab.__82. Lets share this file with a colleague. As the file already has “Public” read, well share as an Editor. Click the “Add” link behind Editors.__83. Start typing the name of the person you want to share with. In this example, use “Dan Misawa”. When the name appears fully, select to add. You may need to click “Person not listed? Use full search...” You can add multiple people at a single time. Add an optional message to provide some more info to the people youre sharing this file with. This comment will be part of an email notification which will be sent when you click the Share button. Go ahead.Page 40 Lotus Connections 3.0
  41. 41. IBM Software1.5.4 Add a file to a folderFolders are groups of files. You can add a file to more than one folder and, like files, the folders can beprivate, public, or shared. Private folders can only be seen by and worked with by their owner.If you create a public folder, all the files in it must also be public. If a file is added to a public folder andbecomes private or shared later on, it is then removed from the folder.You can view Folders of files by clicking the My Folders tab to view virtual folders or groups of relatedfiles. Version 3.0 also introduces the concept of pinned folders with its own view for quick access.__84. To make a new folder, click the New Folder button in the top left corner.__85. In the dialog window, give the folder an appropriate name, such as “Sales Materials.” Set the Share with field to “Public” and choose the option “Everyone can contribute to this folder.” When finished, click Save.Lab 1 - Using Lotus Connections 3.0 Page 41
  42. 42. IBM Software__86. From the navigation menu on the left, choose My Files.__87. Find the file that you uploaded in the previous exercise. On the right side, you should see a “More” link. Click this link for more options.__88. Click the “Add to Folders” link that is now displayed under your file.Page 42 Lotus Connections 3.0
  43. 43. IBM Software__89. In the dialog window, notice the options on the left for finding folders to place the file into. Since you want to share the folder with everyone, select “Public Folders” to see a list of readily available folders. Choose the folder you created in a previous exercise. When finished, click the Add to Folders button.__90. In the navigation menu on the left, click the “Public Folders” link.Lab 1 - Using Lotus Connections 3.0 Page 43
  44. 44. IBM Software__91. Choose the folder you created in a previous exercise. It should be the folder you just added your file to. Review the metadata associated with the folder. For example, you can view all files, the number of downloads, comments, etc. You can also see buttons for the following actions: Add Files, Share, and Start/Stop Following.1.6 WikisThe Wikis application is a great way to enable multiple users to collaboratively author Web content in aneasy-to-use environment.Everyone who has access to a wiki can author, edit, or view content, depending on their role. As manypeople may be editing a single page, the wiki has automatic versioning and a "recent changes" viewwhere users can be informed of recent edits and visualize changes.Since wikis were designed to support many interlinked pages, it is quite easy to create links betweenpages in a wiki, essentially creating complex, multi-page Web sites, complete with a table of contents.The Wikis application lets users edit pages, using a rich text editor, or work with the HTML or wikimarkup directly, making it fast and easy to build pages.Today, wikis have become a critical tool in the enterprise for their common business uses such asknowledge repositories, collaboration sites, or simple intranets, just to name a few.Page 44 Lotus Connections 3.0
  45. 45. IBM Software1.6.1 Start a new Wiki__92. From the Connections navigation menu, choose Apps → Wikis__93. Click the Publilc Wikis tab to review the existing wikis. Click the Start a Wiki button to create a new stand-alone wiki.Lab 1 - Using Lotus Connections 3.0 Page 45
  46. 46. IBM Software__94. Fill out the fields as you choose. You can use the image below as a guide. When finished, click the Save button. The Wiki will be created and the default “Welcome” page will be displayed.__95. Note: You just created a public wiki. However, It is often good practice to create a private Wiki and create the initial page structure, then add more members or public access later.__96. Update the wiki description by clicking the Wiki Actions drop-down button on the right. Choose Edit Wiki.Page 46 Lotus Connections 3.0
  47. 47. IBM Software__97. Update the wiki description and click Save.__98. You can also edit the “Welcome page” by clicking the Edit button.__99. Update the default description and click Save and Close. Note that you can also add wiki tags from this settings page. Feel free to experiment with the Rich Text Editor to format the content.Lab 1 - Using Lotus Connections 3.0 Page 47
  48. 48. IBM Software1.6.2 Create child pagesWhen you view a page within a wiki of which you are the manager or editor, you can create child pagesor peer pages by clicking the Page Actions button and selecting an option from the menu. Alternatively,you can select the New Page option at the base of the navigation widget to create a brand-new, top-level page.__100. From the Page Actions drop-down button, select Create Child. This will create a new Wiki page linked to the start page in a parent-child relationship.__101. Enter a Title and a little text on the page When finished, click the Save and Close button.Page 48 Lotus Connections 3.0
  49. 49. IBM Software__102. The new page will show up in the navigation on the left side.__103. This page can be reached by clicking on the link in the navigator. Lets provide another way to get to this page. Lets create a link from the Welcome page directly to the new child page. Go back to the Welcome page and click the Edit button.__104. In the rich text box, type “Selling Social Software.” Select and highlight the text. Click on the “Insert/Edit Link” (the chain link icon) button in the editor.__105. In the Insert/Edit Link dialog, choose the Wiki Page tab.__106. Choose the Child page you had created before and click OK. You have now created a link from the Welcome page to the child page.__107. Now Save and Close the Wiki page. Click on the link you just added to visit your child page.__108. The links that you created in this exercise were “internal” to the Wiki, but Lotus Connections Wikis also allow links to external pages in the same way.Lab 1 - Using Lotus Connections 3.0 Page 49
  50. 50. IBM Software1.6.3 Compare versionsLotus Connections Wikis keeps previous versions of pages. These can be viewed and compared.__109. Go back to the Welcome page and Versions tab.__110. You now get a list of all the versions of the page. Each time you Save the page, a version is automatically created. Feel free to experiment with the “Show comparison” functionality to view the differences between your wiki page versions.__111. The version comparison will show added text in green and deleted text in orange with strike- through.1.6.4 The social side of wikisSo far, this lab has concentrated on creating and editing a new private Wiki. Lotus Connections Wikishave a social side, allowing recommendations, popularity and notifications to be used.__112. Click the Public Wikis tab near the top of the browser page. On the right side of the page you will see the “Most Recommended” and “Most Visits” widgets.Page 50 Lotus Connections 3.0
  51. 51. IBM Software1.7 BlogsThe Blogs application within Lotus Connections is a corporate blogging system in which individuals canshare their unique perspectives and expertise, solicit feedback, and share information. Blogs can beowned or maintained by an individual or a group, with regular entries that can contain text, images, links,or even video.In the business landscape, blogs tend to provide commentary or disseminate information amongdispersed groups of people, encouraging conversation across silos, geographies, and roles. Also, blogsallow readers to rate and comment in response to blog posts, which helps facilitate ongoing discussionsthat can then be integrated back into the business.Lotus Connections provides the ability to mark a blog public, making it easy to locate within theenterprise. Blogs provide a great way to give individuals in the organization a voice to express theirviews and easily share information.1.7.1 Learning from other experiences__113. From the Connections menu, choose Apps → Blogs__114. Click the Public Blogs tab to view all publically available blogs.Lab 1 - Using Lotus Connections 3.0 Page 51
  52. 52. IBM Software__115. Notice on the right side the set of widgets that allow you to find the most popular blog topics. ■ Featured Blog Entries – a sampling of blogs that have had activity over the last two weeks ■ Most Recommended – blogs with the most recommendations for its entries ■ Most Commented – blogs with the most comments ■ Most Visited – blogs that have had the greatest number of hits over the past two weeks__116. Click Blogs Listing on the left side of the page to view all public blogs.__117. You are looking for some information on social software. In the Tags widget, search for all blogs related to social software by clicking on the “social_software” tag.Page 52 Lotus Connections 3.0
  53. 53. IBM Software__118. Browse the blogs. The “Selling Software” blog looks promising, so click its title to view all of its blog entries.__119. You’ve found out some important information that will help you execute better in your job role. In particular, you really enjoyed the “Tips for your next customer engagement” blog entry.__120. You like this entry, and would like to recommend it with a star. Recommending an entry means that the entry will have more relative importance when the entries are sorted by recommendations. You can also keep track of entries that you recommend from your My Favorites page.__121. Click the green + to the right of the blog entry title to add your recommendation.__122. By hovering over the star, you can see who else has recommended the entry.Lab 1 - Using Lotus Connections 3.0 Page 53
  54. 54. IBM Software__123. This particular blog entry helped you so much that you would like to leave a comment. Click the title of the blog entry, “Tips for your next customer engagement” to visit it directly.__124. Leave your own comments by clicking the “Add a Comment” link below the blog entry.__125. Add a comment and let the author know how much you appreciated the help. When finished, click Submit.__126. You, and everyone else, can now see your blog comment!__127. Now, you would like to notify your colleague about this entry.__128. Below the blog entry, click the “More Actions” link. From the drop-down list, choose “Notify other users”Page 54 Lotus Connections 3.0
  55. 55. IBM Software__129. Enter “Dennis Michaels” in the name field.__130. When finished, click Send. An email with a link to the blog entry is sent to the user or users that you specified. The blog entry is also listed in the Recent Notifications area on the users Updates page. Notifications that you send are also listed on your Updates page.1.7.2 Sharing your own knowledge and experiencesBlogs provide a medium to share knowledge and to build networks and relationships. Blogs can be usedfor many different business purposes, ranging from sharing product direction, asking and answeringquestions, gathering feedback, and learning best practices, to name a few.Lab 1 - Using Lotus Connections 3.0 Page 55
  56. 56. IBM Software__131. From the Connections menu, choose Apps → Blogs__132. Click the Start a Blog buttonPage 56 Lotus Connections 3.0
  57. 57. IBM Software__133. Fill out the form with the details for your new blog. Enter anything you like. Try to be descriptive with the blog title. In the Blog address field, you can enter a blog handle. The blog handle is unique for all blogs in Connections. This will help you easily identify and link your blog elsewhere in Connections (or externally). If you try to use a handle already in use, you will receive an error message and will have to choose a new handle (see screenshot below). Feel free to use the following image as a guide.__134. When finished, click Save.Lab 1 - Using Lotus Connections 3.0 Page 57
  58. 58. IBM Software__135. After your blog is created, you will be redirected to My Blogs. From this page, you can see all of your blogs and start posting to them by clicking the “New Entry” link under the blog titles. For now, click on the title of the blog you just created..__136. Click the New Entry button to add a new blog entry to your blog. Not sure what to blog about? Here are some suggestions: ■ you had to research something for your customer ■ you figured out something all on your own ■ you got someone to give you info or code or something that helped ■ you “knocked their socks off” with that awesome demo/presentation ■ maybe you attended a call or read something useful or interestingPage 58 Lotus Connections 3.0
  59. 59. IBM Software__137. In the New Entry form, fill out the details of your new blog post. You will need to create a title for the entry. You can also add tags to your post so that others interested in your topic can easily find it. Finally, create the content of your blog post. Feel free to explore the options of the rich text editor while creating your content. You can use the following image as a guide:__138. Click the Post to Blog button to create your entry. You will be redirected to your new blog entry in your new blog.1.8 BookmarksThe Bookmarks application within Lotus Connections lets you save, organize, maintain, and storebookmarks in a central location, allowing you to access your bookmarks from multiple computers.Bookmarks can also be shared publicly, enabling people to discover information based on what othershave found most useful, what others are frequently bookmarking, and what tags are being used.Companies realize the need for social bookmarking in their organizations because it enables teams ofpeople to share information easily in real time and to organize information both inside and outside theorganization, eliminating the need for secondary tools or applications.Bookmarks not only allow you to discover where people get their information, but it also saves time byeliminating the need for you to locate the same information. You can go straight to information that aLab 1 - Using Lotus Connections 3.0 Page 59
  60. 60. IBM Softwareuser has already vetted and has found appropriate and useful. Shared bookmarks can often be a farmore effective search tool than an organizations internal enterprise search mechanism.1.8.1 Preparing to use BookmarksThe Bookmarks application easily integrates with your web browser to be able to store bookmarks.Whether browsing the Internet or an intranet, you have the same experience when bookmarking websites.__139. From the Connections menu, choose Apps → Bookmarks__140. At the bottom of the screen, locate the “How to Bookmark” link. Click the link.__141. You will be taken to the “How to Bookmark” page. Follow the instructions on the page for installing the Add Bookmark toolbar into your browser. This toolbar will allow you to very easily add sites to your Connections bookmarks, both from the intranet and internet!1.8.2 Sharing your bookmarksWhen you decide to bookmark a web site, the Add Bookmark window displays. You can include a Title,a Description where you can supply information to recall the important details about this site, the website URL, and a place to add Tags.This same window is used to add bookmarks to Communities, Activities, and Blogs.__142. In a separate browser window or tab, visit a website of your choice. For example, you can visit the Lotus software site: http://www.ibm.com/software/lotus/__143. Add a Bookmark using the Add Bookmark button you installed on your browser’s toolbar to bookmark a web site.Page 60 Lotus Connections 3.0
  61. 61. IBM Software__144. You will be presented with a dialog box where you can add tags and a brief description. Do not choose to mark as private. Click Save.__145. Repeat the previous steps to create as many bookmarks as you like. You can even add them directly to Communities, Activities, and Blogs.__146. To see your bookmarks, return to your original browser window (or tab). Click the My Bookmarks tab to see your bookmarks.Lab 1 - Using Lotus Connections 3.0 Page 61
  62. 62. IBM Software1.8.3 Using Bookmarks to uncover expertiseToday, you have to research “Social Software” for an upcoming presentation. You could go to a websearch engine and get thousands of results. Bookmarks allows you to filter that into results that aremost relevant to your company and your work, since all links have been pre-qualified (or tagged) byother users.__147. Click the Public Bookmarks tab to view all bookmarks in your company.__148. In the Tags widget on the left, click on “Find a tag”. Enter “social_software” and click the button with the search icon.__149. You have filtered the existing public bookmarks down to those relating to social software. This will give you a starting point on your research.__150. Notice the People widget in the left navigator panel. These people have tagged bookmarks with the word “social_software.” Click on one of the people in this section. You have now narrowed down your bookmark results to those tagged “social_software” by this particular person.Page 62 Lotus Connections 3.0
  63. 63. IBM Software1.8.4 Adding a tag or person to your watchlistYou can add bookmarks associated with a person, with a tag, or with both a person and tag to yourWatchlist. The Watchlist maintains a list of the most recent bookmarks associated with the person or tagthat you specify.Also, you can see who has added you to their Watchlist and grow your network of colleagues withcommon interests.__151. You should still be showing Bookmark results that have been tagged “social_software” by Heather Reeds. If you have navigated away from these results, redo the previous steps.__152. If you want to subscribe to an up-to-date list of the most recent bookmarks associated with this view, click the “Add to Watchlist” link. Recent bookmarks with this view will be listed on your My Watchlist page. You can find this page by clicking the My Updates tab and choosing “My Watchlist” from the navigation menu on the left.__153. Note: The My Updates tab shows bookmarks from a certain period of time, such as the last two weeks. The time period is configurable by the administrator. If a subscription that you view does not include any recent bookmarks, it is possible that there are not any bookmarks listed in the My Watchlist view.Lab 1 - Using Lotus Connections 3.0 Page 63
  64. 64. IBM Software1.8.5 Notifying other users about a bookmarkBookmarks allows you to send an email message notifying a colleague about a bookmark of interest.Note that you can notify one or more colleagues about a single bookmark, or you can notify others aboutmultiple bookmarks from your bookmark collection. To send an email to a colleague with a link to abookmark of interest, follow these steps.__154. Choose one or more bookmarks from the Bookmarks application. This can be one of your bookmarks, a public bookmark, or a bookmark listed in your WatchList.__155. Click the More link on the right side of the bookmark to expose more options. You should see a bookmark with options similar to the following:__156. Click the “Notify Other People” link. In the dialog window, enter the name of a user to identify, such as “Dennis Michaels.” Enter an optional comment.__157. When finished, click the Notify button to send an email message with a link to this bookmark.__158. The users will receive an email with a link to the Bookmarks site. They can view the notification by clicking the My Updates tab followed by the “Notifications Received” link on the left.Page 64 Lotus Connections 3.0
  65. 65. IBM Software__159. You can see a record of all notifications sent by clicking Home in the Connections menu. You can then click the Updates tab followed by the “Notifications → Sent” link on the left.1.9 ActivitiesThe Activities application within Lotus Connections enables an individual to easily define a set of tasksfor the purpose of communicating and collaborating with others to achieve a common goal.Activities allow users to work together in a common area rather than work in several disparate anddisconnected tools. You can also assign ownership and due dates for associated actions defined withinan Activity involving one or more individuals. Activities can be used not only to organize information for ateam but for individuals as well.Within an Activity, you can share information such as meeting agendas, project plans, action items, files,and more. A unique feature in Activities is the the ability for you to save reusable activity patterns astemplates. Out-of-the-box templates are provided along with templates that have been created andshared by users.1.9.1 Creating a new ActivityActivities are a good way to improve awareness and coordination in small groups. For example, supposeyou identify a goal ("create a presentation," "resolve a software problem," or "research a topic") andcreate an Activity for that goal. You can share the Activity with your coworkers so you all can stay on thesame page.Lab 1 - Using Lotus Connections 3.0 Page 65
  66. 66. IBM Software__160. From the Connections menu, choose Apps → Activities__161. Click the Start an Activity button.__162. Fill out the form with details about a specific goal. Some examples of when an activity can be used are: ■ driving a sales process to closure ■ preparing for an important meeting ■ writing a report for a client ■ onboarding a new employeePage 66 Lotus Connections 3.0
  67. 67. IBM Software__163. You can use the following image as a guide. Make sure to invite other users to your Activity. In this example, you should invite “Dan Misawa” and “Natalie Olmos” by specifying them as Authors in the Members: field.__164. Once you have filled out the form, click Save to create your Activity.1.9.2 SectionsAn Activity can contain a flat list of content, or it can be organized into categorized sections. Sectionsare customizable by the Activity owner(s) and, once added, are available for everyone in the Activity touse, to group relevant activity content.Lab 1 - Using Lotus Connections 3.0 Page 67
  68. 68. IBM Software__165. To create a section, click the Add Section button at the top of the Activity. Fill in the name of your desired section and click Save. Create a section for: Brainstorming, Drafts, and Deliverables.1.9.3 Add an entryOne way to add a new piece of information to an Activity is by clicking the Add Entry button. In thedefault New Entry form that displays, you can add a title, description, and tags to the entry.__166. Click the Add Entry button.Page 68 Lotus Connections 3.0
  69. 69. IBM Software__167. In the form that appears, fill it out according to a task that needs to be accomplished in your Activity. Add the entry to the appropriate section. For example, you could create an entry that contains your ideas for the Activity under the brainstorming section. You can use the following image as a guide.Lab 1 - Using Lotus Connections 3.0 Page 69
  70. 70. IBM Software__168. When finished, click Save. Your new entry will appear under the Brainstorming section.1.9.4 Add To Do Item(s)Using To Dos, you can create action items as you are working through an Activity, and assign due datesto them, as well as ownership. They can help segment and assign work to the people involved in theActivity. All the To Dos across all your Activities are collected into one single view so you can easily acton them.__169. Click the Add To Do Item button. In the form that appears, expand More Options.Page 70 Lotus Connections 3.0
  71. 71. IBM Software__170. In the form that appears, fill it out according to a task that needs to be accomplished in your Activity. Add the To Do to the appropriate section. For example, you could create a To Do for creating presentation templates under the Drafts section. You should also assign a specific individual to this task, such as Dan Misawa. You can use the following image as a guide.Lab 1 - Using Lotus Connections 3.0 Page 71
  72. 72. IBM Software__171. When finished, click Save. Your new entry will appear under the Drafts section.__172. If you desire, you can continue to fill out your Activity by adding additional Entries or To Do items.1.10 Home PageThe Home Page within Lotus Connections is a unique application that is designed to bring all the otherapplications together in a single aggregated view. The Home Page provides a view of updates andnotifications from across your network. For instance, updates could be from people in your network orpeople you want to watch, or from tags you have identified that are of interest to you.This information stream makes it much easier to stay abreast of Community updates, File uploads,Profile changes, and much more occurring throughout your social network. There is also an integratedsubscriptions capability whereby people can indicate what they want to track, whether it is a tag or aperson.The other option with the Home Page is a Widget view, an experience that can be fully customized bythe end user. For instance, you may want to pull information from other Lotus Connections applications,using the built-in widgets, or you can create custom widgets enabling you to pull information fromexternal sources.1.10.1 UpdatesThe Updates tab lists the latest news stories and updates from across Lotus Connections, includingCommunities and tags that are related to you. Use the options provided in the navigation sidebar to filterthe information and select the type of updates you want to view.The updates are displayed in a list-style format, making it easy to scan the entries and quickly identifythe most interesting updates. An icon next to each update helps to identify with which application theupdate is associated.__173. From the Connections menu, choose Home and click on the Updates tab.Page 72 Lotus Connections 3.0
  73. 73. IBM Software__174. Within the Updates tab are five sections in the left-hand navigation sidebar to help users filter social content. Explore each of the following sections: __a. “Status Updates” displays the most recent status updates from the people in your network. You can filter the display to view the status updates of different people connected to you. You can also update your personal status message from this page and comment on other peoples status messages. __b. “News Feed” displays the latest responses to content you posted in Lotus Connections, and the latest updates from people or content that you are following. You can filter the news feeds to display the updates for a specific application by expanding the News Feed and selecting one of the options provided. __c. “Notifications” are available that you have received from other users and from the system and are displayed in this section. For example, you might see a notification to tell you that you have been added to a Community, or an invitation to join a colleagues network. __d. Expand the “Discover” section and use the filter options provided to display the updates for a specific application. Select this option to view the latest public updates from across all the Lotus Connections applications. Browsing the latest public entries from Lotus Connections can be a useful way to find new content and people that interest you. __e. “Saved” provides access to stories you have saved, which can be referenced at a later time. Saving stories is useful when you are quickly scanning through updates but dont have time to look at the full details at that point.Lab 1 - Using Lotus Connections 3.0 Page 73
  74. 74. IBM Software1.10.2 RecommendationsThis view also contains the Recommendations widget, which recommends content that might interestyou based on your existing Community membership, social network connections, tags, and so on.The widget displays a randomized list of content that has been recently added or updated in the differentapplications. An icon next to each item identifies with which application the content is associated.The Recommendations widget also provides information about the ways in which you are alreadyconnected to the content listed. For example, you can click Related tags to see what tags you have incommon with the suggested content.The tags that are displayed are those associated with the recommended content, and those with whichyou are associated in some way. For example, you might have assigned the tags to content or to yourprofiles.Page 74 Lotus Connections 3.0
  75. 75. IBM Software1.11 SummaryLotus Connections 3.0 introduces new features and functionality aimed at creating high performingsocial networks. With the introduction of the extended Communities capabilities, a new stand-aloneForums application, exposure of social recommendations and following capabilities, and much more,Lotus Connections is the most complete enterprise social software solution on the market today.To create a sustainable, competitive advantage in the face of relentless change and intense competition,the leading companies are focusing on innovation, capturing and deploying the best ideas fromemployees, partners, and even customers.Lotus Connections speeds growth and unlocks the collective knowledge base within and outside anorganization. Lotus Connections continues to be the leader in business-grade social computing, helpingorganizations become more agile and execute faster.Lab 1 - Using Lotus Connections 3.0 Page 75
  76. 76. IBM SoftwareLab 2 Using Connections features integrated into Lotus NotesUsing the IBM® Lotus® Connections plug-in for IBM Lotus Notes® allows you to access your socialnetwork and resources quickly and easily from within your Notes client.In this lab, you will be configuring and using Lotus Connections integration in your Lotus Notes client.You will be using 2 plug-ins: the Connections plug-in for Lotus Notes, which is installed as a componentof your Lotus Notes installation and provides the bulk of the integration features, and the LotusConnections Status Updates Plug-in for Lotus Notes, which interacts with the Connections micro-blogging feature and allows you to post your status updates and view the status updates of yourcolleagues.Using the Connections plug-in for Lotus Notes you will perform the following tasks: ■ Collaborate on a project using the Activities sidebar ■ Display Activities to-do items in the Notes calendar ■ Search across the Lotus Connections applicationsUsing the Connections Status Updates Plug-in for Lotus Notes you will perform the following tasks: ■ Post a status update letting your colleagues know what you are doing ■ Review the display options that show you how to view different status messages(Note: This lab requires the Lotus Connections 3.0 PoT client image. You can log in to the image withusername “Administrator” and password “passw0rd”. After logging in, if new hardware is found fromyour host, you may be asked to reboot Windows. If asked, reboot.)2.1 Using the Connections plug-ins for Lotus NotesIn this exercise, you will access the Lotus Connections applications from within the Notes client. Thiscapability is configured as part of the client during the installation process. All you have to do is selectthe Connections component during the Notes client installation.Page 76 Lotus Connections 3.0
  77. 77. IBM Software__1. From the Windows desktop, click the Lotus Notes 8.5 icon to start Lotus Notes.__2. In the Lotus Notes log in prompt, enter the following information: Field Value User name notes/ibm Password passw0rd At Location Online__3. When finished, the log in prompt should look like the following image. Click Log In.Lab 2 - Using Connections features integrated into Lotus Notes Page 77
  78. 78. IBM Software__4. In order to complete this lab, you will need to make a slight modification to the Lotus Connections plug-in preferences. From the Notes file menu, choose File → Preferences. In the Preferences dialog window, choose “Connections” from the list on the left to see the Connections preferences. Remove the port number from the Server URL field. When finished, your window should look like the following image:__5. Click Apply followed by OK to set your new preferences.__6. Normally, in a production environment, you would click on the Mail icon to open your Mail Inbox. In this VMware environment, you will need to work with a local replica of your mail file. In the upper left corner, choose Open → Applications → Workspace.Page 78 Lotus Connections 3.0
  79. 79. IBM Software__7. In your workspace, you should see an icon that says “notes on lc30”. This will let you open your mail file on the server. In this lab, you need to work with the local mail replica. Click the arrow located in the upper-right corner of the icon. From the menu, choose Local.__8. Double-click the notes on Local icon to open your local mail replica.__9. From the Lotus Notes Sidebar (located on the right), expand the Activities plug-in. When finished, your sidebar should look like the following image:Lab 2 - Using Connections features integrated into Lotus Notes Page 79
  80. 80. IBM Software__10. Create a new Connections Activity by choosing any document in your mail Inbox and dragging it to an empty area in the Activities sidebar. When finished, you may need to click the Refresh button to see your updated Activity list. (Note: In a VMware environment, this process may take a minute to complete.)__11. Double-click on the new Activity to open it. After the Activity is opened, youll notice new buttons: Add, Display, and More.Page 80 Lotus Connections 3.0
  81. 81. IBM Software__12. You would like to work on this Activity with a colleague. Click the Add drop-down button and choose Members from the list.__13. From the Add Members dialog window, add “Dan Misawa” as an Author. Begin typing his name, and then choose it from the type-ahead drop-down list. If it doesnt come up automatically via type-ahead, click “Search Directory for...” to locate Dan. When finished, click OK to add Dan to your Activity.Lab 2 - Using Connections features integrated into Lotus Notes Page 81
  82. 82. IBM Software__14. Once Dan has been added, the members list will appear in your Activity.__15. Now, you would like to assign Dan a task. Click the Add drop-down button and choose To Do Item from the list.__16. A new To Do Item form should appear in your Notes client. Fill out the form with the following values: Field Value To Do Create presentation Due Date <enter todays date> Tags Add tags as appropriate to identify this item Assign To Dan Misawa Description (rich text area) Create the presentation for our upcoming meeting!Page 82 Lotus Connections 3.0
  83. 83. IBM Software__17. When finished, the form should look similar to the following image. Click Save to create your To Do Item.__18. You will see the To Do you just created in the Activity plug-in. If it does not appear by itself, you can click the Display button and choose To Do Items from the list.Lab 2 - Using Connections features integrated into Lotus Notes Page 83
  84. 84. IBM Software__19. Create another To Do Item. This time, assign it to yourself. Click the Add drop-down button and choose To Do Item from the list. A new To Do Item form should appear in your Notes client. Fill out the form with the following values: Field Value To Do Create demo Due Date <enter todays date> Tags Add tags as appropriate to identify this item Assign To notes Description (rich text area) Create the demo for our upcoming meeting!__20. When finished, the form should look similar to the following image. Click Save to create your To Do Item.Page 84 Lotus Connections 3.0
  85. 85. IBM Software__21. Click the Display button and choose To Do Items from the list to see your new To Do.__22. You can also display your Activity To Dos in your Notes calendar! In the upper left corner of Notes, click Open → Calendar.__23. In the middle section on the left, click the “Add a Calendar” link (you may need to scroll to see it).Lab 2 - Using Connections features integrated into Lotus Notes Page 85
  86. 86. IBM Software__24. In the Add a calendar dialog window, fill out the fields according to the following table: Field Value Add Activities Label My To Dos from Activities__25. When finished, your window should look like the following image. Click OK to add the calendar.__26. You should see your calendar updated with the To Do you assigned to yourself in an earlier step!Page 86 Lotus Connections 3.0
  87. 87. IBM Software__27. Lotus Connections Search has also been integrated into Lotus Notes. From the search bar (located above the right sidebar that contains the Activities plug-in), click the drop-down arrow and select Profiles. In the search box, type “marketing” and click the magnifying glass to execute your search.__28. There shouldnt be anyone in Profiles named “marketing”, so your search should return 0 results.__29. In the search results pane, change the search to “Profiles by Keyword” to search the tags associated with Profiles. Click Search.Lab 2 - Using Connections features integrated into Lotus Notes Page 87
  88. 88. IBM Software__30. You should see Natalie Olmos returned in the search results. Double-click on this entry to open a browser tab and view her Profiles page.__31. Close the browser tab and the marketing Search tab..__32. You have now completed this lab. In this lab, you learned about some of the integration points between Lotus Connections and Lotus Notes.2.2 Using the Connections plug-ins for Lotus NotesThis sidebar plug-in allows you to update your status and view the status for colleagues in your networkfrom your Lotus Notes client. Using the sidebar plug-in, you can: ■ Post status letting your colleagues know what you are doing ■ View status for people in your network ■ Comment on status updates ■ Delete your status or associated comments ■ Forward an update by email ■ View or post updates from the icon in the system tray when you are not working in the Notes clientPage 88 Lotus Connections 3.0
  89. 89. IBM Software__33. Open the Status Updates plug-in located in the Notes sidebar.__34. To enter a new status message, type it in the dialog box and click Update.Lab 2 - Using Connections features integrated into Lotus Notes Page 89
  90. 90. IBM Software__35. Click on the drop-down arrow in the plug-in Title bar (to the right of “Status Updates”) and review some of the available options in the Status Update plug-in__36. You will notice the following options: ■ Updates from My Network: You can choose to view all Board updates made by people in your network. This is a great way to keep up to date on the daily activities of your colleagues! ■ My Board: You can choose to only view the status messages you have made. ■ People Im Following: In Connections, you can “follow” people to receive notifications about their activity. You can choose to view the status updates of the people you are following.2.3 SummaryIn this lab, you reviewed some of the Lotus Connections capabilities that are available inside your LotusNotes client.Page 90 Lotus Connections 3.0
  91. 91. IBM SoftwareLab 3 Using the Lotus Connections REST APIThe IBM® Lotus® Connections applications (Activities, Blogs, Bookmarks, Communities, Files, Forums,Profiles, and Wikis) and the Lotus Connections Home page all provide application programminginterfaces (APIs) that enable you to integrate them with other applications. Using the interfaces, you canprogrammatically access and update much of the same information that you can access and updatethrough the Lotus Connections user interface.While each of the services has its own independent API, they share a common way of working.Like the Lotus Connections user interface, the application programming interfaces (APIs) are accessedusing HTTP, so they work over your intranet from any program that can send and receive HTTP.To retrieve information from the Lotus Connections applications to use in your programs, you must use afeed to retrieve the data. A feed is a special data format optimized for retrieving information that maychange over time. The information in a blog is an obvious example of a feed: each time a new topic isadded to the blog, the feed for the blog indicates what has been changed.The following are important pieces of the overall API architecture: ■ The resource location is expressed as a URL ■ Credentials are required to authorize the action conducted. The connections API supports BASIC authentication where username and password are sent encoded with every request. (This mandates the use of https in production environments.) Note, some GET operations do not require authentication. ■ The action to be taken is expressed as a HTTP keyword: GET, POST, PUT, DELETE ■ The payload is in XML Atom format. That payload might be a return value (when GET is used) or the value submitted for POST / PUT.So, thats a great explanation of the APIs and how they work, but you may be asking yourself thefollowing question: How can the Lotus Connections APIs improve your business? Here are a few of thebenefits of using the Lotus Connections APIs: ■ Increase adoption rate by embedding social software into existing applications ■ Enterprise applications are not taking advantage of the benefit of social software ■ Innovation and productivity opportunities are lost ■ Lotus Connections provides social network technology with integration capabilities ■ Integrating Lotus Connections with enterprise applications provides innovation opportunitiesLab 3 - Using the Lotus Connections REST API Page 91
  92. 92. IBM SoftwareIn this lab, you will be using the Eclipse 3.4 client to perform API operations. The lab will use ApacheAbdera (http://abdera.apache.org/) to perform the actual HTTP requests. Abdera can also be used toperform XML processing on the returned feed and create Atom documents. In the lab you will: ■ Use the API to discover installed services ■ Read the list of communities and get community updates ■ Read the list of activities and the content of an activity ■ Read the To Do list ■ Create an activity and add To Dos ■ Get and post status updates3.1 Review the Java ProjectTo perform operations with the Lotus Connections Representational State Transfer (REST) API, you canuse any programming language that allows you to send/retrieve HTTP requests and do some XMLprocessing. In this lab, you will be using the Eclipse IDE and the Apache Abdera library to performREST API operations using Java. In the Lotus Connections 3.0 Client VMware image, you will findEclipse has already been installed and the lab project has already been setup. In this section, you willreview the Java project.__1. From the Windows desktop, double-click the Eclipse 3.4 icon to start Eclipse.__2. In the Workspace Launcher window, choose the Connections workspace located at C:eclipseworkspacesConnections. A workspace is simply a collection of projects that share the same IDE configuration.Page 92 Lotus Connections 3.0
  93. 93. IBM Software__3. In the Package Explorer on the left, expand the “LC30POT” project to view all of the Java packages and class files used in the project. A description of each of the packages follows: Package Description com.ibm.lotus.connections Contains classes representing objects in Lotus Connections. For example, Activities, Blogs, Profiles, etc. These classes will assist with the building of Atom documents that will be sent to the Connections server. com.ibm.lotus.connections.utils Contains classes to assist with making HTTP requests to the server. The User class will be used for requests that require authentication. lc30pot.exercises The exercises you will be performing in this lab.__4. Double-click Activities.java to open it. As you can see, there are methods and variables that allow us to construct an object representation of an Activity in Lotus Connections. For example, there are methods for getting and setting the title, content, tags, etc.__5. The most important function in this file is getAtomDocument. Each object class in the com.ibm.lotus.connections package will contain this function, and it will be used to build the Atom document that will be sent to the Connections server using Apache Abdera. In Activities.java, review the following line numbers to familiarize yourself with building an Atom document with Abdera. Line Number(s) Description 31 Create a new Entry (Atom document) using Apache Abdera. 33 – 38 Identify the Atom document as a representation of an Activity 41 The content, or description, of the Activity 43 The title of the Activity 47 – 51 Using the API, you are allowed to add tags to your content. You can add as many tags as you feel necessary. Each tag is added as a separate “category” element.Lab 3 - Using the Lotus Connections REST API Page 93

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