© 2014 IBM CorporationPowered by IBM SmartCloud Meetings
IBM Notes.
Have it Your Way and Make it Work For You!
Open Mic
Gi...
2 © 2014 IBM Corporation
About Us
Girish Padmanabhan -Tech Lead -Notes Client Dev Team
pgirish@in.ibm.com
Sudhakar Kunam -...
3 © 2014 IBM Corporation
Abstract
The exceptional ability to customise IBM®
Notes®
to fit your customer or business
needs ...
4 © 2014 IBM Corporation
Agenda
 Customization
 New Client Features
 New Mail, Calendar, Contacts Features
 9.0.1
5 © 2014 IBM Corporation
 Under development for 18+ months
 Overarching goals:
─ Modern
– Use of current theming styles
...
6 © 2014 IBM Corporation
Abbreviated
dates
Social Theme: cleaner,
more modern look,
adopted across IBM
product line for UI...
7 © 2014 IBM Corporation
Customization
8 © 2014 IBM Corporation
General Client: Social Theme
1. Drive optimal design and uniformity of user interface and interac...
9 © 2014 IBM Corporation
Notes 9: Social Theme -
10 © 2014 IBM Corporation
General Client: Social Theme - Policy
✔ Standard
✔ Client
Server
Mail template
11 © 2014 IBM Corporation
General Client: Social Theme - Preference Setting
✔ Standard
✔ Client
Server
Mail template
12 © 2014 IBM Corporation
General Client: Branding and Theming
✔ Standard
✔ Client
Server
Mail template
SPLASH SCREEN
 SE...
13 © 2014 IBM Corporation
General Client: Masthead
1. Problem:
● Users had a hard time finding 'Mail' 'Calendar' among the...
14 © 2014 IBM Corporation
General Client: Masthead
● To customize with your own icons:
1. Open MANIFEST.MF file of the plu...
15 © 2014 IBM Corporation
General Client: Toolbar
● New command to hide the toolbar except when
editing
✔ Standard
✔ Clien...
16 © 2014 IBM Corporation
General Client: QuickFind
Demo
GOALS
1. Combine Starts with and Find so users
discover and can e...
17 © 2014 IBM Corporation
General Client: QuickFind
✔ Standard
✔ Client
Server
✔ Template
CUSTOMIZATION
 The preferred so...
18 © 2014 IBM Corporation
General Client: Simplified Dates
GOALS
1. Make it easier to find & triage mail.
Standard
✔ Clien...
19 © 2014 IBM Corporation
General Client: Simplified Dates
CUSTOMIZATION
 This is done through a new designer attribute
“...
20 © 2014 IBM Corporation
Mail: Improvement To Mail Addressing
NEW PREFERENCE
 In locations document
NEW DESKTOP POLICY f...
21 © 2014 IBM Corporation
Mail: Improvement To Mail Addressing
 Further improvements to ambiguous dialog
22 © 2014 IBM Corporation
Mail: New Desktop Settings
 Users do not discover the 'Show >
Preview on Side'
 New Notes INI ...
23 © 2014 IBM Corporation
General Client
24 © 2014 IBM Corporation
General Client: Discover Page
Demo
GOALS
1. Update the Home Page and Getting Started to give mor...
25 © 2014 IBM Corporation
26 © 2014 IBM Corporation
27 © 2014 IBM Corporation
General Client: Discover Page
CUSTOMIZATION
1. Set the databases in Quick Links Custom Database ...
28 © 2014 IBM Corporation
General Client: Discover Page Customization
✔ Standard
✔ Client
Server
✔ Mail template
29 © 2014 IBM Corporation
General Client: Group by Date
GOALS
1. Make it easier to find & triage mail.
✔ Standard
✔ Client...
30 © 2014 IBM Corporation
General Client: Search Improvements
✔ Standard
✔ Client
Server
Mail template
SORTING RESULTS
 M...
31 © 2014 IBM Corporation
General Client: Familiar Shortcuts
✔ Standard
✔ Client
Server
Mail template
PREFERENCE for FAMIL...
32 © 2014 IBM Corporation
General Client: Useful Shortcut Keys
Editing operations
Increase font size
Decrease font size
F2...
33 © 2014 IBM Corporation
General Client: Complete Shortcut Keys (1 of 2)
Back Alt+Left
Bold Ctrl+B
Break Ctrl+Break
Close...
34 © 2014 IBM Corporation
General Client: Complete Shortcut Keys (2 of 2)
Paragraph Infobox Ctrl+J
Paste Ctrl+V
Previous P...
35 © 2014 IBM Corporation
General Client: Miscellaneous
Standard
✔ Client
Server
Mail template
● Single-click to close
Min...
36 © 2014 IBM Corporation
General Client: Default Preference Settings
Standard
✔ Client
Server
Mail template
 If user alr...
37 © 2014 IBM Corporation
Mail
38 © 2014 IBM Corporation
Mail: Date Sort default
✔ Standard
✔ Client
Server
✔ Mail template
NEW POLICY
 New Desktop poli...
39 © 2014 IBM Corporation
Mail: Date Sort default
40 © 2014 IBM Corporation
Mail: Beginning of Messages –
GOALS
1. Make it easier to find & triage mail.
✔ Standard
✔ Client...
41 © 2014 IBM Corporation
Mail: Miscellaneous
42 © 2014 IBM Corporation
Calendar: Category Color Coding
Standard
✔ Client
Server
✔ Mail template
43 © 2014 IBM Corporation
Calendar: Weekly Planner
✔ Standard
✔ Client
Server
Mail template
44 © 2014 IBM Corporation
Calendar: Rolling Month
✔ Standard
✔ Client
Server
Mail template
45 © 2014 IBM Corporation
Calendar: Today is Easier to Find
46 © 2014 IBM Corporation
Calendar: Today is Easier to Find
47 © 2014 IBM Corporation
Contacts: Remove Duplicates
Standard
✔ Client
Server
✔ Mail template
48 © 2014 IBM Corporation
Contacts: Make Contacts Private (by default)
Standard
✔ Client
✔ Server
Mail template
49 © 2014 IBM Corporation
Contacts: Make Contacts Private (by default)
Standard
✔ Client
✔ Server
Mail template
NEW POLICY...
50 © 2014 IBM Corporation
IBM Notes and Domino 9.0.1
Social Edition
Notes
 Deploying OpenSocial®
components easier than e...
51 | © 2014 IBM Corporation
Thank you
Q & A
Visit our Support Technical Exchange page or our Facebook page for details on ...
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IBM Notes : Have it your way and make it work for you

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The exceptional ability to customize IBM Notes to fit your customer or business needs continues with the new IBM Notes 9.x Social Edition.
Learn how to make company-wide changes and tweak Notes to suit your personal work style. We'll show you how to fine-tune your client experience
and improve your productivity by adjusting settings, and we'll offer hidden gems on how to personalize, manage and master the new pieces as well
the new features to enhance the more traditional components.You'll leave brimming with the latest and greatest tips for the latest and greatest
client so you can have it your way and make it wok for you!

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IBM Notes : Have it your way and make it work for you

  1. 1. © 2014 IBM CorporationPowered by IBM SmartCloud Meetings IBM Notes. Have it Your Way and Make it Work For You! Open Mic Girish Padmanabhan Technical Lead, Notes Client Development IBM Collaboration Solutions
  2. 2. 2 © 2014 IBM Corporation About Us Girish Padmanabhan -Tech Lead -Notes Client Dev Team pgirish@in.ibm.com Sudhakar Kunam -Tech Lead – Notes Client Support Team sudkunam@in.ibm.com Ranjit Rai – AP SWAT Team ranjit.rai@in.ibm.com J Rajendran – AP SWAT Team j.rajendran@sg.ibm.com Vinayak Tavargeri- Support Manager – Facilitator for AP Open Mics vtavargeri@in.ibm.com
  3. 3. 3 © 2014 IBM Corporation Abstract The exceptional ability to customise IBM® Notes® to fit your customer or business needs continues with the new IBM Notes 9 Social Edition. Learn how to make company-wide changes and tweak Notes to suit your personal work style. We will show you how to fine tune your client experience and improve your productivity by adjusting settings, and we'll offer hidden gems on how to personalise, manage and master the new pieces as well the new features to enhance the more traditional components. You will leave brimming with the latest and greatest tips for the latest and greatest client so you can have it YOUR way and make it WORK for You!
  4. 4. 4 © 2014 IBM Corporation Agenda  Customization  New Client Features  New Mail, Calendar, Contacts Features  9.0.1
  5. 5. 5 © 2014 IBM Corporation  Under development for 18+ months  Overarching goals: ─ Modern – Use of current theming styles – Simplification and de-cluttering of interfaces – Integrated web experience – Notes Browser Plug-in® – Extensibility using the most current and stable web technology ─ Easy-to-use – Productivity feature enhancements – Easier discovery of capabilities – Default settings changes ─ Socially-enabled – Live social capabilities in email – “Embedded Experiences” – Social extensibility with the OpenSocial® platform – Expanded and updated IBM Connections® integration  Leveraging the strength, commitment and clarity of the IBM brand IBM Notes 9.0 Social Edition
  6. 6. 6 © 2014 IBM Corporation Abbreviated dates Social Theme: cleaner, more modern look, adopted across IBM product line for UI consistency Embedded Experiences Shortcuts “Group By” and “Show Beginning” Enhanced Search
  7. 7. 7 © 2014 IBM Corporation Customization
  8. 8. 8 © 2014 IBM Corporation General Client: Social Theme 1. Drive optimal design and uniformity of user interface and interactions across the portfolio. 2. Leverage familiar and industry-standard patterns. 3. Align with a larger IBM unified look and feel effort. 4. Reduce training costs and speed product adoption for our customers. 5. Minimize the complexity and color saturation of our interface, so that important items can be easily seen. ─ A subtler color palette ─ Added spacing (to reduce the density) ─ Consistent alignment and grids ─ More words and less icons ─ Streamlined graphics ✔ Standard ✔ Client Server Mail template
  9. 9. 9 © 2014 IBM Corporation Notes 9: Social Theme -
  10. 10. 10 © 2014 IBM Corporation General Client: Social Theme - Policy ✔ Standard ✔ Client Server Mail template
  11. 11. 11 © 2014 IBM Corporation General Client: Social Theme - Preference Setting ✔ Standard ✔ Client Server Mail template
  12. 12. 12 © 2014 IBM Corporation General Client: Branding and Theming ✔ Standard ✔ Client Server Mail template SPLASH SCREEN  SESplashPath=/opt/ibm/lotus/notes/framework/shared/eclipse/plugins/com.ibm.n otes.socialedition.branding_<build #>/splash.bmp  HasNotesOverlay=1
  13. 13. 13 © 2014 IBM Corporation General Client: Masthead 1. Problem: ● Users had a hard time finding 'Mail' 'Calendar' among the tabs ● The important tabs often fell off the end 2. Solution: 3. Turning the icons on/off: Did You Know? ✔ Standard ✔ Client Server Mail template
  14. 14. 14 © 2014 IBM Corporation General Client: Masthead ● To customize with your own icons: 1. Open MANIFEST.MF file of the plugin 2. Add dependence to com.ibm.rcp.ui plugin in Dependencies tab ✔ Standard ✔ Client Server Mail template 3. Create a new 'com.ibm.rcp.ui.shortcutButtonSet' extension in Extensions tab and fill
  15. 15. 15 © 2014 IBM Corporation General Client: Toolbar ● New command to hide the toolbar except when editing ✔ Standard ✔ Client Server Mail template  New policy to control this
  16. 16. 16 © 2014 IBM Corporation General Client: QuickFind Demo GOALS 1. Combine Starts with and Find so users discover and can easily use both. 2. Build more smarts into QuickFind so user has to do less work. FEATURES 1. Typeahead lets you find people by their first, last, or even internet names. 2. Typeahead for subject lets you find related emails. 3. The sorting is done automatically for you. ✔ Standard ✔ Client Server Mail template
  17. 17. 17 © 2014 IBM Corporation General Client: QuickFind ✔ Standard ✔ Client Server ✔ Template CUSTOMIZATION  The preferred sort column is a property  Available on any Notes view  Names columns in Notes view will show typeahead dropdown ─ $LastNameSorted=1 “First Last” (default) ─ $LastNameSorted=2 “Last,First” ─ $LastNameSorted=3 “Last First”
  18. 18. 18 © 2014 IBM Corporation General Client: Simplified Dates GOALS 1. Make it easier to find & triage mail. Standard ✔ Client Server ✔ Mail template
  19. 19. 19 © 2014 IBM Corporation General Client: Simplified Dates CUSTOMIZATION  This is done through a new designer attribute “Display abbreviated date”  Available for all notes views (but not by default) Standard ✔ Client Server ✔ Mail template
  20. 20. 20 © 2014 IBM Corporation Mail: Improvement To Mail Addressing NEW PREFERENCE  In locations document NEW DESKTOP POLICY for TYPEAHEAD  A new policy setting to show typeahead server results first and then local TypeaheadShowServerFirst=1  With this desktop setting the typeahead drop down will show server results first and then explicitly select “Search for Local”
  21. 21. 21 © 2014 IBM Corporation Mail: Improvement To Mail Addressing  Further improvements to ambiguous dialog
  22. 22. 22 © 2014 IBM Corporation Mail: New Desktop Settings  Users do not discover the 'Show > Preview on Side'  New Notes INI to enable Preview on Side by default PreviewPaneOnSide=1  Users have complained that they delete folders inadvertently using the DEL key when they are in the navigator  New Notes INI to disable DEL key in Mail Navigator DisableDelKeyForNavigator=1
  23. 23. 23 © 2014 IBM Corporation General Client
  24. 24. 24 © 2014 IBM Corporation General Client: Discover Page Demo GOALS 1. Update the Home Page and Getting Started to give more value to end users. 2. Easier access to our documentation resources, some of which are on the web. 3. Help users understand and find the powerful features of Notes. ● Smaller chunks of information ● Bring user right to Preferences panel/tab for setting ● Different media/learning styles: Learn More (help topic), Watch It (view video), and Do It (open a dialog) 4. Oriented toward tasks and problem solving. ✔ Standard ✔ Client Server ✔ Mail template
  25. 25. 25 © 2014 IBM Corporation
  26. 26. 26 © 2014 IBM Corporation
  27. 27. 27 © 2014 IBM Corporation General Client: Discover Page CUSTOMIZATION 1. Set the databases in Quick Links Custom Database section through Policy. 2. Set the default open tab through policy. 3. Admins can customize tips of the day by going into the properties file, and changing the text in the Tip of the Day section. If they change the number of tips, they'll also have to change the Javascript for Tip of the Day. ✔ Standard ✔ Client Server ✔ Mail template
  28. 28. 28 © 2014 IBM Corporation General Client: Discover Page Customization ✔ Standard ✔ Client Server ✔ Mail template
  29. 29. 29 © 2014 IBM Corporation General Client: Group by Date GOALS 1. Make it easier to find & triage mail. ✔ Standard ✔ Client Server ✔ Mail template
  30. 30. 30 © 2014 IBM Corporation General Client: Search Improvements ✔ Standard ✔ Client Server Mail template SORTING RESULTS  Moved sort control to main window (out of More options)  Changing the sort order launches a new search automatically  Added a 'Did You Know' if users hover on the Date field in the Results SEARCH MAIL & ARCHIVES
  31. 31. 31 © 2014 IBM Corporation General Client: Familiar Shortcuts ✔ Standard ✔ Client Server Mail template PREFERENCE for FAMILIAR SHORTCUTS A new Basic Configuration preference to enable familiar shortcuts:  $ENABLE_ADDITIONAL_KEYSTROKES=1  Ctrl+R=Reply  Ctrl+1,2,3 for mail/calendar/contact tabs  When enabled, sidebar shortcuts become Ctrl+8,9,0 8 .5.3 9.0
  32. 32. 32 © 2014 IBM Corporation General Client: Useful Shortcut Keys Editing operations Increase font size Decrease font size F2 Shift + F2 Indent Outdent F8 Shift + F8 Text Infobox Ctrl+K Select All Ctrl+A General Stop current network communication Ctrl + Break Quit [Alt + F4] or[Ctrl + Q] Create new e-mail [Ctrl + M] Send mail [Alt + 1] Close Tab [Esc]
  33. 33. 33 © 2014 IBM Corporation General Client: Complete Shortcut Keys (1 of 2) Back Alt+Left Bold Ctrl+B Break Ctrl+Break Close Esc Collapse All _ Collapse Selected Level - Compose Mail Ctrl+M Context Sensitive Help F1 Copy Ctrl+C Cut Ctrl+X Cycle Next F11 Delete Delete Edit Document Ctrl+E Enlarge Font F2 Expand All + Expand Selected & Children = Expand Selected Level Numpad_Add Find Ctrl+F Find Next Ctrl+G Focus Tool Bar Ctrl+Alt+T Forward Alt+Right Home Alt+Home Indent first F7 Indent remaining F8 Insert Insert Italic Ctrl+I Left Sidebar - Closed Ctrl+5 Left Sdebar - Open Ctrl+7 Left Sidebar - Thin Ctrl+6 Lock Notes ID Ctrl+F5 New Application Ctrl+N Next Part F6 Next Perspective Ctrl+F8 Next Selected F3 Next Unread F4 Next View Ctrl+F7 Normal Ctrl+T Open Application Ctrl+O Open List Alt+B Open URL Ctrl+L Outdent First Shift+F7 Outdent Remaining Shift+F8
  34. 34. 34 © 2014 IBM Corporation General Client: Complete Shortcut Keys (2 of 2) Paragraph Infobox Ctrl+J Paste Ctrl+V Previous Part Shift+F6 Previous Perspective Ctrl+Shift+F8 Previous Selected Shift+F3 Previous Unread Shift+F4 Previous View Ctrl+Shift+F7 Print Ctrl+P Properties Alt+Enter Rebuild the index for a view Shift+F9 Rebulid the index for all views Ctrl+Shift+F9 Reduce font Shift+F2 Refresh F9 Right Sidebar - Closed Ctrl+8 Right Sidebar - Open Ctrl+9 Right Sidebar - Thin Ctrl+3 Ruler Ctrl+R Save Ctrl+S Select All Ctrl+A Show Key Assistance Ctrl+Shift+L Show System Menu Alt + Show Thumbnails Ctrl+Shift+T Show View Menu Ctrl+F10 Text Infobox Ctrl+K Underline Ctrl+U Undo Typing Ctrl+Z
  35. 35. 35 © 2014 IBM Corporation General Client: Miscellaneous Standard ✔ Client Server Mail template ● Single-click to close Miniview ● Policy to control closed by default ● Ctrl+Click to launch URL in Edit Mode ● When you hover on a URL the cursor will be the same as is shown in read mode. ● Change Password now on File menu
  36. 36. 36 © 2014 IBM Corporation General Client: Default Preference Settings Standard ✔ Client Server Mail template  If user already has mail pop-up notifier, set them with new mail slide-in notifier  Automatically close original mail when replying/forwarding  Automatically sort date column to display most recent at top  Automatically process meeting updates and apply changes to meetings  Turn on ghosting in calendar (display unaccepted invitations in the calendar view)  Enable Synchronize Contacts (with iNotes and mobile devices)  Turn Social Theme ON  Expose Job Title in typeahead
  37. 37. 37 © 2014 IBM Corporation Mail
  38. 38. 38 © 2014 IBM Corporation Mail: Date Sort default ✔ Standard ✔ Client Server ✔ Mail template NEW POLICY  New Desktop policy and preference for mail to show most recent emails on top or bottom  Desktop setting is AUTO_SORT_DATE=11 or 12  11=new mail top  12=new mail on bottom  New 'Did You Know'
  39. 39. 39 © 2014 IBM Corporation Mail: Date Sort default
  40. 40. 40 © 2014 IBM Corporation Mail: Beginning of Messages – GOALS 1. Make it easier to find & triage mail. ✔ Standard ✔ Client Server ✔ Mail template
  41. 41. 41 © 2014 IBM Corporation Mail: Miscellaneous
  42. 42. 42 © 2014 IBM Corporation Calendar: Category Color Coding Standard ✔ Client Server ✔ Mail template
  43. 43. 43 © 2014 IBM Corporation Calendar: Weekly Planner ✔ Standard ✔ Client Server Mail template
  44. 44. 44 © 2014 IBM Corporation Calendar: Rolling Month ✔ Standard ✔ Client Server Mail template
  45. 45. 45 © 2014 IBM Corporation Calendar: Today is Easier to Find
  46. 46. 46 © 2014 IBM Corporation Calendar: Today is Easier to Find
  47. 47. 47 © 2014 IBM Corporation Contacts: Remove Duplicates Standard ✔ Client Server ✔ Mail template
  48. 48. 48 © 2014 IBM Corporation Contacts: Make Contacts Private (by default) Standard ✔ Client ✔ Server Mail template
  49. 49. 49 © 2014 IBM Corporation Contacts: Make Contacts Private (by default) Standard ✔ Client ✔ Server Mail template NEW POLICY  A new policy setting to enable the Mark Private checkbox by default in the New Contact form  An agent which can be run to mark all current contacts to be private
  50. 50. 50 © 2014 IBM Corporation IBM Notes and Domino 9.0.1 Social Edition Notes  Deploying OpenSocial® components easier than ever  Delete or modify existing online meeting links in calendar invitations  Improvements to type-ahead drop down box  Notes Browser Plug-in enhancement to enable access to shared mail (group mail-in and applications utilizing mail design) databases iNotes  AutoSave messages to Drafts folder  Admins can now enforce a preference setting to allow or not allow attachments based on company policy  Mail, Calendar, Contacts and Preferences are now accessible (WCAG 2.0 AA and Section-508 compliant)  Improved deployability of the iNotes ActiveX control, which now supports deployment on standard desktops (locked down machines)
  51. 51. 51 | © 2014 IBM Corporation Thank you Q & A Visit our Support Technical Exchange page or our Facebook page for details on future events. To help shape the future of IBM software, take this quality survey and share your opinion of IBM software used within your organization: https://ibm.biz/BdxqB2 IBM Collaboration Solutions Support page http://www.facebook.com/IBMLotusSupport WebSphere Portal http://twitter.com/IBM_ICSSupport
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