The document discusses the customization capabilities and new features of IBM Notes 9 Social Edition, aimed at enhancing user productivity and experience. It highlights improvements across various components such as mail, calendar, and contacts, emphasizing a modernized user interface and easier interaction through various enhancements. Additionally, it offers insights into personalization options and management tips, along with a comprehensive agenda outlining key features and customizations available for users.

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 © 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 © 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!

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Agenda
 Customization
 New Client Features
 New Mail, Calendar, Contacts Features
 9.0.1

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 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 © 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

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Customization

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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

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Notes 9: Social Theme -

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General Client: Social Theme - Policy
✔ Standard
✔ Client
Server
Mail template

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General Client: Social Theme - Preference Setting
✔ Standard
✔ Client
Server
Mail template

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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

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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

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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

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General Client: Toolbar
● New command to hide the toolbar except when
editing
✔ Standard
✔ Client
Server
Mail template
 New policy to control this

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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 © 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”

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General Client: Simplified Dates
GOALS
1. Make it easier to find & triage mail.
Standard
✔ Client
Server
✔ Mail template

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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

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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”

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Mail: Improvement To Mail Addressing
 Further improvements to ambiguous dialog

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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

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General Client

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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

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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

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General Client: Discover Page Customization
✔ Standard
✔ Client
Server
✔ Mail template

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General Client: Group by Date
GOALS
1. Make it easier to find & triage mail.
✔ Standard
✔ Client
Server
✔ Mail template

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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

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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 © 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]

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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

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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

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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

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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

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Mail

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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'

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Mail: Date Sort default

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Mail: Beginning of Messages –
GOALS
1. Make it easier to find & triage mail.
✔ Standard
✔ Client
Server
✔ Mail template

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Mail: Miscellaneous

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Calendar: Category Color Coding
Standard
✔ Client
Server
✔ Mail template

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Calendar: Weekly Planner
✔ Standard
✔ Client
Server
Mail template

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Calendar: Rolling Month
✔ Standard
✔ Client
Server
Mail template

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Calendar: Today is Easier to Find

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Calendar: Today is Easier to Find

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Contacts: Remove Duplicates
Standard
✔ Client
Server
✔ Mail template

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Contacts: Make Contacts Private (by default)
Standard
✔ Client
✔ Server
Mail template

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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 © 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 | © 2014 IBM Corporation
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