This document provides an overview and summary of the IBM Notes and Domino collaboration platform. It discusses key concepts like Notes clients and Domino servers, database structure and replication, search capabilities, and integrated collaboration tools like Sametime and Connections. The presentation aims to educate users on maximizing productivity within their workplace using IBM's collaboration solutions.

1. MAS101: #UserBLAST2015
Mat Newman, IBM
Gabriella Davis, The Turtle Partnership
Susan Bulloch, IBM

2. #UserBlast2015
@matnewman
@gabturtle
@notesgoddess

3. Summary
 EVERYTHING you need to know about increasing productivity within your workplace in less
than 60 minutes! Mat Newman, Gabriella Davis and Susan Bulloch will show you how to
harness the explosive energy of IBM's tightly integrated Collaboration Solutions, enhance
your utilisation of existing traditional document editors and RELEASE THE POWER of your
employees by understanding how only IBM has the unique capabilities to truly deliver on the
benefits of a Socially-driven productivity revolution. Ensure you get your annual injection of
Information and Enthusiasm to take back to your workplace to energise yourself and your
users, don't miss #UserBlast!

4. What is Notes
 Notes is a Database
 Notes is secure
 Notes can access information from virtually anywhere
 NOTES is the Client
 DOMINO is the Server

6. 25 YEARS!
1989 2014
25
years

7. Security
 Native Access:
– Notes Remote Procedure Call (NRPC) :
1352
– Requires a secure ID File
 Account Based Access
– Domino Directory
– LDAP
– SAML
– Single Sign On

8. Choice of Platform
 Amazing array of platforms for servers and clients

9. Choice of Access
.nsf
Date Time From Subject
11 Sep 11:04 Li Li Notes is great
12 Sep 13:09 John And flexible
13 Sep 17:11 So And powerfulNotes
SMTP
POP
IMAP
NNTP
LDAP
FAX
WAP
SMS
ODBC
Web
Dav
XML
HTTP
JSON Traveler
DDS

10. Application Flexibility - Investment Protection
APPLICATION.nsf
DATA
Index
Design
Properties
Access Control
TEMPLATE.ntf New Features and
capabilities
enhance the DESIGN
of a Database
No DATA MIGRATION – EVER!!!!!
Design

11. Continuous Improvement in development capabilities
NEW CAPABILITY
Embedded Experiences, XPages Mobile, DDS
XPages
Composite Applications
Web Services
@Faster
Domino Designer (IDE)
Java
LotusScript
Agents
@Functions
@Formula
R 9.0
R 8.5
R 8.0
R 7.0
R 6.0
R 5.0
R 4.6
R 4.0
R 3.0
R 2.0
R 1.0

12. Application Development
 Native Applications for the Notes Client
– Robust application framework
– Ability to distribute application across multiple servers
– Ability to take application offline
 Domino based applications
– Choice in Development tools
– Browser, Mobile and API based access

13. Users can create their own applications
 File -> Application -> New
 Templates for Libraries, Discussion, Journal/Notebook, Blogs, Wiki's and more!
 "Nifty 50" a collection of templates, recently updated
 All Notes Enterprise users have access to the Designer client

14. Check out OpenNTF for a solution that's right for you!
 Hundreds of templates and code samples to easily extend your Notes/Domino environment
 http://www.openntf.org

15. Know your Notes

16. Which part is "Notes"
 Notes isn't just email
 Notes is the SOFTWARE that enables:
– Access to Native Notes Databases,
• Mail/Calendar/To-Do is just ONE of those databases
– Ability to consume information from a variety of sources
• Natively (eg: HTTP/ Web Browser, SMTP, LDAP, etc)
• API's, Web Services ...
– Extensibility via the Eclipse framework
• Live Text
• Widgets
• Plug-ins

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

18. Which part is a "Database"
 Databases are native Notes 'applications',
– i.e: That is why there is a 'File -> Application' menu choice
 Every Database has it's own security settings,
– See earlier security slide
 Each individual database contains it's own functionality,
– Mail/Calendar/To-Do (PIM) is just ONE database
 Each database can have it's own preferences or personal 'profile',
– PIM preferences and Contacts preferences are separate
 Databases can be Replicated, or taken "off-line"

19. Notes Database Layout
 Title, Navigator, Selection Bar, View, Action Bar, Preview Pane

20. Folders vs Views
 Folders
– contain documents that are "put there"
 Views
– contain documents matching a criteria
 Why do I need to know this?
– Eg: A message dragged from "Sent" IS STILL "SENT"!
– Applies to: "Sent", "All Documents", "Follow Up"

21. Notes Databases: Basic Short-Cuts
Short Cut Key What it Does
CTRL+M Creates a new Message
Enter Opens the SELECTED document
Enter (with any document open) Opens the NEXT document
TAB Opens the next UNREAD document
Backspace Opens the PREVIOUS document
DELETE Deletes the open document AND moves to the next document
Escape Closes the current window.
CTRL+SHIFT+L Opens the complete Short-Cut List

22. Which Part is a "Plugin"
 Plugin's extend the Notes client
 Native IBM Plugins include:
– Sametime
– Day-At-A-Glance
– Widgets
 Additional plugins are provided by:
– IBM (eg: Connections),
– Independent Software Vendors,
– your own companies developers
 http://www-10.lotus.com/ldd/dominowiki.nsf/dx/learning-
plug-in-for-ibm-lotus-notes

23. Preferences and Settings
Notes has over 1000 settings to enable you to customise it to the
way you want Notes to work
Administrators have the ability to control a majority of those
settings

24. Some commonly asked settings

25. Make sure Autosave is enabled
 File → Preferences → Basic Notes Client Configuration → AutoSave every … minutes

26. Don't Send Ugly Email Messages

27. Get your PIM (Mail/Calendar/Contacts/To-Do) settings right!
 Sorting in Folders and Views
– Do you prefer New at the Top or Bottom?
 Setting calendar alarms
– Yes, Notes has them, they are a preference!
 Using Colour-Coded calendar entries
– Create personal categories, then colour code them

28. MORE Notes tips: See previous #UserBLAST sessions
 www.slideshare.net/matnewman

29. Is your stuff being backed up for you?
 Notes Roaming
– Personal Databases
– Rich Client Settings

30. Replication
 Synchronises your data
 ONLY does changes

31. Creating Replicas
 Open the required application
 File -> Application -> Make available Offline
 Additional options control
– Security
– What information replicates
– Creating a Full-Text index (more later...)

32. What else can Replicate
 Contact Settings
 Database Templates
 Free-Time information
 IBM Connections Activities

33. Search
 Notes most powerful feature
 Quick search
– Easily locate anything in a VIEW
 Full-Text Search
– Easily locate any content in any Notes document or attachment

34. Quicksearch
 Before Notes 9
– Click any 'sortable' column heading
– Start Typing
 Notes 9+ Just Start Typing
– Text defaults to "Who"
– Number defaults to "Date"
– Can select any other sortable column, or
– Search "Any Column"

35. Enable Full Text Search
 Use Local Replica's
– No Admin/Server restrictions
 View -> Search This View
 More
 "Create Index..."

36. Recommended Options for Full-Text-Search

37. New Notes Search
 Included with Notes 8+
 Similar to Internet Search Engines, eg:
– Cat Dog
• will find cat or dog anywhere in a document

38. Classic Notes Search
 Activate by preceding search with "/"
 Use FTI Syntax
 Sample difference:
– /cat dog
– Will only find the exact phrase "cat dog"

39. Advanced Searching
 Boolean Operators:
– AND OR NOT ()
 Field Searching:
– [FieldName]="content"
– eg: [From] [To] [Subject] [Body]
 Date, Field, Multiple Words, Example Form
 Save and Load Searches
 Adding any Notes Application to the
Search Bar

40. Searching All Mail and Archives
 New in Notes 9
 Requirements:
– Archives must be listed in Archive Preferences
• With Mail/Calendar/To-Do open
• Actions -> Archive -> Settings
– All databases must have a FTI
 Use the new tool from the "Search Bar"

41. Business Cards
 Profile information
 Contact Details
 Status Updates
 Presence
 CONTENT!

42. Sametime
 Not just Chat!
 Instant Messaging
 File Sharing
 Screen shots
 Meetings
 Actions
 Launch from meetings!

43. Sametime Contact List
 Drag TO the list to ADD Contacts
 Drag FROM the list to insert names
 Groups
– Organise Contacts
– Multiple Levels
– Initiate Chats and Meetings
– Can be used in addresses too!

44. Sametime Unified Telephony
 Save money!
 Voice calls over data
 Automatic redirection with rules
 Transfer calls between devices

45. Activities
 Get things DONE!
 Easily share and track ANYTHING!
 Activity Name
– Sections to Collate
• To Do for assignment
• Comment for updates
• DRAG EMAIL TO SHARE!

46. Files
 Single Source of the TRUTH
 1. Click "+" to add a file from your
computer to Connections Files
 2. Drag a file from the Files Plugin
into an email to share
 3. Right-Click and "Share" a file,
change permissions, send Notifications

47. What is "Live Text"
 Make email come to LIFE

48. What is an "Action"
 "Live Text" recognises,
 Actions DO!

49. What are "Embedded Experiences"
 Wired Widgets: The Next Generation!
 Action information without leaving your inbox

50. Thank YOU!

51. Engage Online
 SocialBiz User Group socialbizug.org
–Join the epicenter of Notes and Collaboration user groups
 Social Business Insights blog ibm.com/blogs/socialbusiness
–Read and engage with our bloggers
 Follow us on Twitter
–@IBMConnect and @IBMSocialBiz
 LinkedIn http://bit.ly/SBComm
–Participate in the IBM Social Business group on LinkedIn
 Facebook https://www.facebook.com/IBMConnected
–Like IBM Social Business on Facebook

52. Notices and Disclaimers
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