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Easier, Faster, and More Powerful –
Notes Document Properties Reimagined
Julian Robichaux
Team Lead Client Solutions
julian.robichaux@panagenda.com
Henning Kunz
COO
henning.kunz@panagenda.com
Host & Speaker
Before We Start
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presentation.
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the Chat or Q&A panel
Your questions will be addressed directly during
the webinar or in the Q&A section after the
presentation.
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Use the link provided at the end to let us know
what we can do better.
➢ The Basics
➢ Playing With Fields
➢ Comparing Documents
➢ Bonus Features
➢ Administration Options
➢ Document Properties PRO
➢ Q & A
Agenda
• Alternative to the “classic”
document properties box
• Many quality of life improvements
• Resizable
• Sortable
• Searchable
• and so much more!
• Created because we wanted it
internally, and…
What is the Document Properties Plugin?
5
Other People Wanted It Too
Other People Wanted It Too
The Basics
Document Properties Plugin
8
The Basics: How Do You Open It?
9
The Basics: How Do You Open It?
10
The Basics: How Do You Open It?
11
The Basics: How Do You Open It?
12
The Basics: How Do You Open It?
13
What Does It Look Like?
Document Properties Plugin
14
Default Tab: All The Fields
15
if the document
is open in a tab,
you also get
computed text
Info Tab
16
select, copy, and paste any
of this to the clipboard
Attachments Tab
17
Resizable Window, Panel, and Columns
18
Playing With Fields
Document Properties Plugin
19
Sort Columns By Clicking The Header
20
Search Field Names + Values (even dates)
21
Easily Copy Field Values
22
Export Some/All Fields As CSV
23
selected row
names, values,
and info new in
Notes 12.0.2!
Comparing Documents
Document Properties Plugin
24
Select Two Documents In A View And…
25
Select Two Documents In A View And…
26
green == field doesn’t
exist in other document
yellow == field is
different
white == field is
the same
Or Select One Doc For ‘Compare Later’…
27
…Then Choose Another Doc And ‘Compare With’
28
the two docs can be in
different views or databases
Bonus Features
Document Properties Plugin
29
Profile Documents
30
also a Named Documents option
in Notes 14 and higher
Multiple Dialogs At Once
31
Follow Document Selections
32
fields and info change
when you select a
different document
New in Notes 14: Works in Domino Designer!
33
Administration Options
Document Properties Plugin
34
Hide Menus From Users
35
notes.ini value default
value
possible
values
description
AdvProp_MenuVisible 1 0, 1
If this value is 1 (default) the Advanced Properties
menu will be visible. Set this to 0 to hide the entire
menu and all submenus.
AdvProp_MenuVisibleInMailView 1 0, 1
If this value is 1 (default) the Advanced Properties
menu will be visible in the right-click menu in folders
and views in the mail database. Set this to 0 to hide
the entire menu and all submenus in this situation.
This does not affect the top-level menus, and it only
affects right-click behavior in mail views.
AdvProp_CompareLaterMenuVisible 1 0, 1
If this value is 1 (default) the Compare Later and
Compare With 'Compare Later' menus will be visible.
Set this to 0 to hide these menus.
AdvProp_ProfileMenuVisible 1 0, 1
If this value is 1 (default) the Profile Documents menu
will be visible. Set this to 0 to hide the Profile
Documents menu.
Profile Document Options
36
notes.ini value default
value
possible
values
description
AdvProp_ProfileAllowDelete 0 0, 1
If this value is 0 (default) the Delete button on the
Profile Document list dialog will be hidden. Set this to
1 to display the Delete button on the dialog, which
allows you to delete a selected profile document in
the list.
AdvProp_ProfileShowAll 0 0, 1
If this value is 0 (default) only public profile
documents and profile documents with the current
user's name as a key will be available for deleting or
viewing. Set this to 1 to list all profile documents,
including documents that are assigned to other
users.
Disable Hotkey
37
notes.ini value default
value
possible
values
description
AdvProp_HotkeyEnabled 1 0, 1
Version 12.0.8 (or Notes 12.0.1 FP1) and higher: If
this value is 1 (default) the CTRL-ALT-L key
combination (CMD-ALT-L on MacOS) can be used to
launch a Document Properties dialog when a
document is the current selection. Setting this to 0
will disable the hotkey.
All these notes.ini entries, and other admin topics are at:
https://www.panagenda.com/kbase/display/mc/Administration+Options+and+Troubleshooting
How Do I Get Me Some Of That?
Document Properties Plugin
38
Supported Clients
• Included with Notes 12.0.1 and later (nothing to install!)
• For older clients, download from:
https://info.panagenda.com/en/document-properties
• Windows and Mac
• including Win64 client
• Tested all the way back to Notes 9.0.1 on Windows
39
Installing On Older Clients
• Download the zip file from
https://info.panagenda.com/en/document-properties
• Do one of the following:
• Drag-and-drop the zip file to your “My Widgets” panel in the sidebar
• Extract the zip file and import into a Domino Update Site database
• More detailed instructions here:
https://www.panagenda.com/kbase/display/mc/Installing+the+Document
+Properties+Plugin
40
Document Properties PRO
Document Properties Plugin
41
Document Properties PRO
• When you download the zip file from the panagenda website, it also
includes Document Properties PRO as an option install
• Installs on Notes 12.0.1+ right next to the built-in Document Properties
plugin
• Installs on older clients all by itself
• no previous Document Properties install required
• What does that give me…?
42
Edit Fields!
43
or copy fields
from one doc
and paste
to another
Some Caveats
• This doesn’t bypass Notes ACL
• If you couldn’t edit a document before, you still can’t
• $Revisions and $UpdatedBy get updated when you add/change/delete
• No extra privileges in Full Admin Access Mode
• Sorry, just a limitation of the Notes API
• Only certain field types
• WITH GREAT POWER COMES
GREAT RESPONSIBILITY!
44
Prevent Users From Using PRO
• Wait, I don’t want my users to have this!
• notes.ini setting: AdvProp_NoPro=1
• even if the plugin is installed, the Edit menu won’t appear
• Also use policies to prevent users from installing plugins as widgets
• probably a good idea anyway
45
Other New PRO Features
12.0.10 or higher
• menu option to open a document by NoteID or UNID
• new Actions menu with options to Refresh Fields and Compare the current
document with a previously selected document
• allows you to, for example, compare two Profile documents or see what fields
changed when a document gets modified
• see the “What’s New” videos on https://info.panagenda.com/en/document-
properties
12.0.12 or higher
• switch between converting MIME to rich text and viewing raw MIME
46
Other New PRO Features (continued)
12.0.16 or higher
• Actions menu option to export the current document to DXL
• Actions menu option to save the current field value to a file
• for binary fields, this saves the binary value
• for $FILE fields, this saves the attachment
• for all other fields, this saves the text value
14.0.1
• Fixed a problem where the Pro Installer dialog did not appear on Notes 14 GA
when drag-and-drop was used to install as a widget
• Updated the self-signed certificate to use SHA256 due to a new restriction in
Notes 14
47
Live DEMO
48
Julian Robichaux
Team Lead Client Solutions
julian.robichaux@panagenda.com
Henning Kunz
COO
henning.kunz@panagenda.com
Q & A
50
11 June 2024

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Easier, Faster, and More Powerful – Notes Document Properties Reimagined

  • 1. Upgrade Your Time Easier, Faster, and More Powerful – Notes Document Properties Reimagined
  • 2. Julian Robichaux Team Lead Client Solutions julian.robichaux@panagenda.com Henning Kunz COO henning.kunz@panagenda.com Host & Speaker
  • 3. Before We Start All attendee lines are muted This is to prevent interruptions during the presentation. X The webinar is being recorded After the webinar, we will send you a mail to give access to the recording and presentation slides. Please submit questions via the Chat or Q&A panel Your questions will be addressed directly during the webinar or in the Q&A section after the presentation. Share your feedback with us Use the link provided at the end to let us know what we can do better.
  • 4. ➢ The Basics ➢ Playing With Fields ➢ Comparing Documents ➢ Bonus Features ➢ Administration Options ➢ Document Properties PRO ➢ Q & A Agenda
  • 5. • Alternative to the “classic” document properties box • Many quality of life improvements • Resizable • Sortable • Searchable • and so much more! • Created because we wanted it internally, and… What is the Document Properties Plugin? 5
  • 9. The Basics: How Do You Open It? 9
  • 10. The Basics: How Do You Open It? 10
  • 11. The Basics: How Do You Open It? 11
  • 12. The Basics: How Do You Open It? 12
  • 13. The Basics: How Do You Open It? 13
  • 14. What Does It Look Like? Document Properties Plugin 14
  • 15. Default Tab: All The Fields 15 if the document is open in a tab, you also get computed text
  • 16. Info Tab 16 select, copy, and paste any of this to the clipboard
  • 18. Resizable Window, Panel, and Columns 18
  • 19. Playing With Fields Document Properties Plugin 19
  • 20. Sort Columns By Clicking The Header 20
  • 21. Search Field Names + Values (even dates) 21
  • 22. Easily Copy Field Values 22
  • 23. Export Some/All Fields As CSV 23 selected row names, values, and info new in Notes 12.0.2!
  • 25. Select Two Documents In A View And… 25
  • 26. Select Two Documents In A View And… 26 green == field doesn’t exist in other document yellow == field is different white == field is the same
  • 27. Or Select One Doc For ‘Compare Later’… 27
  • 28. …Then Choose Another Doc And ‘Compare With’ 28 the two docs can be in different views or databases
  • 30. Profile Documents 30 also a Named Documents option in Notes 14 and higher
  • 32. Follow Document Selections 32 fields and info change when you select a different document
  • 33. New in Notes 14: Works in Domino Designer! 33
  • 35. Hide Menus From Users 35 notes.ini value default value possible values description AdvProp_MenuVisible 1 0, 1 If this value is 1 (default) the Advanced Properties menu will be visible. Set this to 0 to hide the entire menu and all submenus. AdvProp_MenuVisibleInMailView 1 0, 1 If this value is 1 (default) the Advanced Properties menu will be visible in the right-click menu in folders and views in the mail database. Set this to 0 to hide the entire menu and all submenus in this situation. This does not affect the top-level menus, and it only affects right-click behavior in mail views. AdvProp_CompareLaterMenuVisible 1 0, 1 If this value is 1 (default) the Compare Later and Compare With 'Compare Later' menus will be visible. Set this to 0 to hide these menus. AdvProp_ProfileMenuVisible 1 0, 1 If this value is 1 (default) the Profile Documents menu will be visible. Set this to 0 to hide the Profile Documents menu.
  • 36. Profile Document Options 36 notes.ini value default value possible values description AdvProp_ProfileAllowDelete 0 0, 1 If this value is 0 (default) the Delete button on the Profile Document list dialog will be hidden. Set this to 1 to display the Delete button on the dialog, which allows you to delete a selected profile document in the list. AdvProp_ProfileShowAll 0 0, 1 If this value is 0 (default) only public profile documents and profile documents with the current user's name as a key will be available for deleting or viewing. Set this to 1 to list all profile documents, including documents that are assigned to other users.
  • 37. Disable Hotkey 37 notes.ini value default value possible values description AdvProp_HotkeyEnabled 1 0, 1 Version 12.0.8 (or Notes 12.0.1 FP1) and higher: If this value is 1 (default) the CTRL-ALT-L key combination (CMD-ALT-L on MacOS) can be used to launch a Document Properties dialog when a document is the current selection. Setting this to 0 will disable the hotkey. All these notes.ini entries, and other admin topics are at: https://www.panagenda.com/kbase/display/mc/Administration+Options+and+Troubleshooting
  • 38. How Do I Get Me Some Of That? Document Properties Plugin 38
  • 39. Supported Clients • Included with Notes 12.0.1 and later (nothing to install!) • For older clients, download from: https://info.panagenda.com/en/document-properties • Windows and Mac • including Win64 client • Tested all the way back to Notes 9.0.1 on Windows 39
  • 40. Installing On Older Clients • Download the zip file from https://info.panagenda.com/en/document-properties • Do one of the following: • Drag-and-drop the zip file to your “My Widgets” panel in the sidebar • Extract the zip file and import into a Domino Update Site database • More detailed instructions here: https://www.panagenda.com/kbase/display/mc/Installing+the+Document +Properties+Plugin 40
  • 41. Document Properties PRO Document Properties Plugin 41
  • 42. Document Properties PRO • When you download the zip file from the panagenda website, it also includes Document Properties PRO as an option install • Installs on Notes 12.0.1+ right next to the built-in Document Properties plugin • Installs on older clients all by itself • no previous Document Properties install required • What does that give me…? 42
  • 43. Edit Fields! 43 or copy fields from one doc and paste to another
  • 44. Some Caveats • This doesn’t bypass Notes ACL • If you couldn’t edit a document before, you still can’t • $Revisions and $UpdatedBy get updated when you add/change/delete • No extra privileges in Full Admin Access Mode • Sorry, just a limitation of the Notes API • Only certain field types • WITH GREAT POWER COMES GREAT RESPONSIBILITY! 44
  • 45. Prevent Users From Using PRO • Wait, I don’t want my users to have this! • notes.ini setting: AdvProp_NoPro=1 • even if the plugin is installed, the Edit menu won’t appear • Also use policies to prevent users from installing plugins as widgets • probably a good idea anyway 45
  • 46. Other New PRO Features 12.0.10 or higher • menu option to open a document by NoteID or UNID • new Actions menu with options to Refresh Fields and Compare the current document with a previously selected document • allows you to, for example, compare two Profile documents or see what fields changed when a document gets modified • see the “What’s New” videos on https://info.panagenda.com/en/document- properties 12.0.12 or higher • switch between converting MIME to rich text and viewing raw MIME 46
  • 47. Other New PRO Features (continued) 12.0.16 or higher • Actions menu option to export the current document to DXL • Actions menu option to save the current field value to a file • for binary fields, this saves the binary value • for $FILE fields, this saves the attachment • for all other fields, this saves the text value 14.0.1 • Fixed a problem where the Pro Installer dialog did not appear on Notes 14 GA when drag-and-drop was used to install as a widget • Updated the self-signed certificate to use SHA256 due to a new restriction in Notes 14 47
  • 49. Julian Robichaux Team Lead Client Solutions julian.robichaux@panagenda.com Henning Kunz COO henning.kunz@panagenda.com Q & A