notes client issues solutions

[Designed & Developed for Internal Training
Purpose]
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ACKNOWLEDGMENT
Every Book we Read is an Act of Team Work.
And this one is no Exception.
I’d like to Thank All my Team Memers who made this Bi!.
"ne is too small a n#mer to Achieve $reatness.
All %layers have a %lace where they Add the Most
&al#e. $reat Teams have $reat 'epth.
( Thanks.
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Table of contents
Introduction & Features Page
No.
Lotus Notes - Introduction - 11
General Information
History of Lotus Notes - 11
The Origin of Lotus Notes
Versions of Lotus Notes - 13
Availale Versions in Lotus Notes from its Launch
!le"iility # $om%atiility
&ser !riendliness of Lotus Notes - 1'
(ecurity In Lotus Notes - 1'
Ho) (afe Lotus Notes is ** +
,ac- ,one of Lotus Notes - 1.
/e0uired (ource !ile to 1/&N2 Lotus Notes
Comparison of Lotus Notes Vs t!er "ailing Tools
Lotus Notes Vs Other 3ailing Tools - 41
Ho) &ni0ue the Lotus Notes is
Lotus Notes $lient Vs Lotus Notes 5omino - 44
- - 5 - -
Installation & Con#guration of Lotus Notes
Installation - Ho) to Install Lotus Notes - 43
$onfiguration - Ho) to $onfigure Lotus Notes - 46
I5 !ile # Its Necessary - Ho) to Identify the I5 !ile - 37
$ig!lig!ts
8elcome 9age - Ho) to set your o)n 8elcome 9age - 3:
3enu ,ar - Availale 3enus - 71
Tool ,ar - Ho) &seful the Tool ,ar is - 71
(tatus ,ar - Ho) &seful the (tatus ,ar is - 74
Address ,oo- - Ho) to &se Address ,oo- ;ffectively - 73
$alendar - Things 9ossile )ith this O%tion - 7<
To 5o List - Things 9ossile )ith this O%tion - ''
9ersonal =ournal - Things 9ossile )ith this O%tion - :1
8or-s%ace - Things can e 5one )ith 8or-s%ace - :1
- - 6 - -
Important Features
• %rc!iving & '(
• Compaction & '(
• )eplication & ''
• %ccess Control & ''
• )efres! Design & '*
• )eplace Design & *+
• ,tationeries & *-
• )ules & *.
• ,ignature ,ettings & *.
• ut of /ce & *0
t!er Features
"ail %ccess & T!oug! VPN & *'
- - 7 - -
$o1 To . . . . 2 2 2
1* $hange the 9ass)ord - 64
4* $hange the 8elcome 9age - 67
3* $reate a Ne) !older - 6'
7* /e%licate the 3ail - 6:
'* $reate a ne) archive dataase - 66
:* Archive mails - 6<
.* $hec- the dis- s%ace - <1
6* O%en the mail from the server - <4
<* $onfigure the lotus notes mail id - <'
1>* (et the signature settings - <6
11* ,loc- the mail from the sender - <<
14* 3ove the mail to the folder automatically - 1>1
13* Add ne) %ort - 1>3
17* /efresh the design - 1>'
1'* /e%lace the design - 1>:
1:* 5elete the certificates - 1>6
1.* Get the delivery re%ort - 111
16* /ecover the corru%ted archive dataase - 113
1<* ;nale out of office - 117
4>* /e%ly )ith history - 11:
41* Add tools to the toolar - 11:
44* &%date the vie)s - 116
43* /euild the inde" - 116
47* O%en the cluster mail - 116
4'* Add the ne) server connection - 14>
4:* $reate a grou% - 144
4.* 8or- )ith access control - 143
46* $hange the ac-ground color of the ne) memo - 146
4<* Add flag to the mail - 14<
- - 8 - -
Possi3le 4rrors & ,olutions
1* $loc- (ynchroni?ation Issue - 131
4* @ou have 5ifferent 9ass)ord on another $o%y of your I5 !ile - 134
3* 5ocuments has een 5eleted - 137
7* @ou do not have re0uired Access /ights to the (ource 5ataase - 13'
'* 5is- Auota ;"ceeds - 13.
:* !ile 5oesn2t ;"ists - 136
.* ArchiveB Insufficient 5is- (%ace - 136
6* &nale to get the 5efault Name - 13<
<* !ile doesn2t ;"ists C$alendar 9rofileD - 17>
1>* !ile cannot e $reated - 171
11* Invalid or Non ;"istent 5ocument - 174
14* Lin- 5ocument cannot e !ound - 173
13* Notes ;rrorB Issues )ith ,asic (ettings - 177
17* Lotus Not O%ening - 17'
1'* /emote (erver is Not a -no)n T$9EI9 - 17.
1:* $hoose (erver to (earch - 17.
1.* ;"ecute (ecurity Alert - 17<
16* &nale to !ind 9ath to the (erver - 1'>
1<* &nale to Trace the 9ath - 1'>
4>* ;rror accessing Archive Information - 1'1
41* No 3ails in the Ino" - 1'4
44* Not Authori?ed to 9erform that O%eration - 1'3
43* @ou cannot O%en an Instant 3essaging 9ro"y 5ataase on a
/emote (erver - 1'7
47* The 5ataase cannot e /ead due to Invalid on 5is- (tructure - 1''
4'* Variant does not contain an OFect - 1'.
4:* ArchiveB !ile cannot e $reated - 1'<
4.* 5u%licate 9ulic Name $3;3OO,=;$T in
&(; 3odule $ore ;mail $lasses - 1:>
46* ;rror during 3ain 5ictionary (%ell Initiali?ation - 1:>
4< &nale to access data directory - 1:1
- - 9 - -
,!ort Cuts for Lotus Notes
- Ho) to use LN through Geyoard - 1:1
5seful Lin6s7
& !or more information & 1:3
- - 10 - -
Introduction to Lotus Notes :
Lotus Notes is a client-serverH collaorative a%%lication develo%ed and sold y I,3
(oft)are Grou%* I,3 defines the soft)are as anH
IIntegrated 5es-to% $lient o%tion for accessing usiness e-mailH calendars and
a%%lications on JanK I,3 Lotus 5omino server*I
Lotus Notes is an information management system that is customi?ale and easy to use*
Notes enales you coordinate your e-mailH calendaringH grou% schedulingH and )e access
activities all in one integrated environment*
Notes are designed to )or- )ith multi%le %latforms and thus it can enale teams to
collaorate on %roFects even )hen they are using different o%erating systems*
The Notes client is mainly used as an email clientH ut also acts as an instant messaging
client Cfor Lotus same timeD*
History of Lotus Notes :
The first release of Lotus Notes shi%%ed in 1<6<* 5uring the first year it )as
on the mar-etH more than 3'H>>> co%ies of Lotus Notes )ere sold* The Notes client
re0uired 5O( 3*1 or O(E4* The Notes server re0uired either 5O( 3*1H 7*>H or O(E4*
The ne"t maFor release of Lotus Notes shi%%ed in 1<<1* !or /elease 4*>H
scalaility ecame the focus* After /elease 1*> sold to large com%aniesH Iris reali?ed
Lotus Notes needed to scale to su%%ort 1>H>>> users* Lotus Notes )as initially
intended for small- to medium-si?ed usinesses*
The foundersL original vision did not include large com%anies as usersM they
only e"%ected 4' or so %eo%le logging in to one server* The reason for this )as that
the 9$s of the day didnLt have a lot of %o)er* As the 9$s and their net)or-s
ecame more %o)erfulH so did Lotus Notes*
Lotus Notes /elease 3*> shi%%ed in 3ay 1<<3* ,y this timeH Iris had aout 4'
develo%ers )or-ing on Lotus Notes* /elease 3*> )as uild numer 117*3c* This
means that it )as the 117th successful uild of Lotus Notes ever and that it too-
three tries to com%lete the final uild*
- - 11 - -
Lotus changed the rand name of the Notes 7*' server %roduct to I5omino 7*'H
9o)ered y NotesI in 5ecemer 1<<: and shi%%ed the Lotus 5omino 7*' server and
the Lotus Notes 7*' client*
Lotus 5omino transformed the Notes /elease 7*> server into an interactive 8e
a%%lications server* This server comined the o%en net)or-ing environment of Internet
standards and %rotocols )ith the %o)erful a%%lication develo%ment facilities of Lotus Notes*
Lotus 5omino %rovided usinesses and organi?ations )ith the aility to ra%idly develo%
a road range of usiness solutions for the Internet and for intranets* The 5omino server made
the aility to %ulish Notes documents to the 8e a dynamic %rocess*
Lotus Notes and 5omino /elease '*> shi%%ed in early 1<<< as the 1:>th uild
since 1<67* The /elease ' code )as a direct descendent of /elease 1*> and %arts of
its architecture still su%%orted /elease 1*> clients*
,utH )hile ac-)ards com%atileH /elease ' )as definitely moving into the future**
8hen Lotus Notes : and Lotus 5omino : )ere introduced in OctoerH 4>>4H the
usiness )orld )as dominated y tal- of lo)er cost of o)nershi%H increased
%roductivityH and faster de%loyment and turnaround*
This reflected oth the direction of usiness soft)are as )ell as each cor%orationLs
need to %erform more efficiently in the face of ever-increasing time and financial %ressures*
The message from our customers )as clearB 8e need to do more )ith lessH and
)e need to do it faster*
In (e%temer 4>>3H I,3 released Lotus NotesE5omino :*'*
This version offered tighter integration )ith other I,3ELotus technologiesH
such as I,3 Lotus (ame time instant messaging and I,3 Lotus 5omino 8e Access
Cformerly iNotes 8e AccessD*
And )e e"%anded on the IfasterH etterH chea%erI theme of release :*
Lotus Notes E 5omino . )as released in AugustH 4>>'H and customersL
e"%ectations )ere never higher* They )anted us to continue the trend of ma-ing
Lotus Notes and 5omino easier to de%loy and manage )ith fe)er resources*
At the same timeH users increasingly loo-ed at Lotus Notes and 5omino as
critical com%onents of an all-encom%assing on-demand )or-%laceH fully integrated
)ith other I,3 technologiesH such as I,3 8e(%here 9ortal and I,3 5,4*
Lotus Notes and 5omino 6H first announced at the I,3 Lotus Technical
!orum in HannoverH GermanyH in =uneH 4>>'H )as released in AugustH 4>>.*
This latest version of Lotus Notes and 5omino sho)s significant changes over
earlier versions and uilds on the strengths of the collaoration and messaging
%roduct )ith a ne) user interfaceH %o)erful ne) functionalityH innovative
%roductivity toolsH and e"%ended su%%ort for usiness solutions*
- - 12 - -
Versions of Lotus Notes :
Release Date Notes
1 1<6<
The Notes client re0uired 5O( 3*1 or O(E4* The Notes
server re0uired either 5O( 3*1H 7*>H or O(E4*
1*1
1<<>
4
1<<1
3
3ay - <3
7 =an - <:
(erver renamed to I5ominoIH added native HTT9
7*' 5ec - <:
serverH 9O93 C9O9D serverH added $alendaring #
(cheduling* Also included (3T9 3TA Iin the o"IH ut
not installed y default*
7*:
Added I3A9 su%%ort* O(E4 and &ni" client su%%ort
dro%%ed* No 3ac client for this %articular release*
3oved (3T9 functionality from a se%arate 3TA tas- to
ecome a native aility of the mail routing tas-H
' =une - >' im%roving %erformance and fidelity of internet email*
3aFor im%rovements to HTT9 server* Notes client had a
maFor interface overhaul*
'*>*6
Added a ne) )email interfaceH called iNotes Clater
changed to 5omino 8e Access in /elease :D*
: (e% - >4
Added 5omino 8e Access Cformerly iNotes 8e
AccessD su%%ort* 5ro%%ed O(E4 server su%%ort*
:*' (e% - >3
Added Lotus (ameTime Instant 3essaging integration to
the Notes client C8indo)s onlyD*
:*'*1 =an - >7
:*'*4 =une - >7
- - 13 - -
:*'*3 Nov - >7
:*'*7 A%ril - >'
:*'*' 5ec - >'
:*'*: 3ar - >:
. Aug - >' Added 5,4 su%%ort as dataase storage
.*>*1 =uly - >:
Added native Linu" clientH )ith initial release certified for
/H;L*
Added log tem%lateH rss feed su%%ortH i$al su%%ortH (A9
.*>*4 (e% - >: integration and INomadI )hich allo)s you to ta-e your Notes
client )ith you on a &(, device*
$urrent server versions availale B All 9latforms N
8indo)sH Linu" C/ed HatH (u(; "6: and ?(eriesDH i'O(H
?EO(H (olaris < # 1>*
$urrent client versions availaleB 8indo)sH 3ac O( OH
.*>*3 Oct - >. Linu"E"6: C/ed Hat # (u(; initiallyD* Various versions of the
client have een run under 8ine on Linu"H ut )ith varying
degrees of success and no official su%%ort* The Notes . client
and 5omino 5esigner . are -no)n to install and run )ell
under version >*<*1<*J.K 5omino servers can also translate
most dataases into HT3L for ro)ser ased users*
$urrent server versions availale B 8indo)sH Linu"H
6 Aug - >. (olarisH AIO* $urrent client versions availaleB Linu" and
8indo)s O9EVista ;nglish*
6*>*1 !e - >6 I,3 added su%%ort for 8idgets and Google Gadgets*
- - 14 - -
Lotus Notes – System Requirements
Platform Macintosh Win NT/2000/XP
Certified Operating
) Mac "* +,.-.. Minim#m
) Win /T Workstation -., *% 0a
) "* 1 Recommended
) Win .,,, *%-
System Versions ) MA2 "* 3 4sers m#st
) Win 1% *%+
Install 5ot#s /otes 0.6
Processors
) %%2 $-76 or Intel %rocessor
) %enti#m II 8%II(-,,M9: or
Spported 9i!her;
!"M ) .60 MB recommended
) 0- MB Minim#m
) +.< MB or 9i!her recommended
#is$ Space
/otes 2lient= 6,, MB of >ree /otes 2lient= 6,, MB of >ree 'isk
'isk *pace recommended *pace recommended
Monitors Spported
) 2olor Monitor Re?#ired
) 2olor Monitor Re?#ired
) .60 2olor or $reater
Screen !esoltion ) <,, x 0,, Minim#m ) <,, x 0,, Minim#m
Security in Lotus Notes
(trong (ecurity has al)ays een %art of the family of Lotus soft)are %roducts* 3ore
notalyH it has een a feature that has made Lotus Notes and 5omino an industry leader for
security-rich messagingH calendarH and scheduling ca%ailities* 8ith a roust %latform for
collaorative a%%lications* 8ith Lotus Notes and 5omino .H I,3 e"tends the reach of Lotus 5omino
messaging and collaoration solutions )hile continuing to leverage your IT and a%%lication
investments* The ne) version offers ca%ailities to su%%ort more %eo%le )ith fe)er serversH to
sim%lify administrationH and to %rovide tighter integration )ith 8e standards*
- - 15 - -
Mail Secrity %
@ou can access your mail security o%tions y choosing !ile - (ecurity - &ser
(ecurity C3acintosh O( O usersB Notes - (ecurity - &ser (ecurityDH and then clic-ing 3ail*
Notes allo) you to send and receive signed and encry%ted mailH so you can
safely share data through Notes )ith other Notes users or )ith Internet users* @ou
can also encry%t mail that you have saved in your mail dataase*
Secring yor #ata %
Notes security enales you to %rotect your )or-s%ace and data at
all timesH so only you and the %eo%le you designate have access to your data*
(ome of the security features Notes offers areB synchroni?ing your Notes %ass)ord
)ith your 8indo)s or 5omino 8eEInternet %ass)ordH disaling the %ass)ord %rom%t
)hen as-ed for your Notes %ass)ord in other Notes-ased %rogramsH and chec-ing or
re0uesting changes to the %ass)ord settings that your administrator set for you*
If you forget your %ass)ord you can recover your &ser I5 from your administrator*
@ou can use a (martcard to login to Notes and you can store your Internet
%rivate -eys on your (martcard* If you lose your (martcardH you can recover your
&ser I5 from your administrator*
In mailH you can use Notes and Internet certificates for encry%tion to %revent
others from reading interce%ted mail messages )hen they are in transit* @ou can use
digital signatures to reassure the receiver of your mail message can confirm that it
)as you )ho sent it and not an im%ostor*
@ou can set Notes to locally encry%t all ne) re%licas of dataases you create* @ou
can encry%t documents so only %eo%le that you send the -ey to can read those documents*
- - 16 - -
@ou can set restrictions on )hat can e done y others in your clientH and
you can set access control on dataases you 3anage*
Along )ith these featuresH there is much more you can do )ith Notes security*
,eginning )ith this releaseH most of the security features offered in Notes have
merged together in one dialog o" called &ser (ecurity*
@ou can access &ser (ecurity y choosing !ile - (ecurity - &ser (ecurity
C3acintosh O( O usersB Notes - (ecurity - &ser (ecurityD*
Backbone of Lotus Notes :
Bookmarks :
@ou can select multi%le oo-mar-s andEor oo-mar- foldersH and then delete
themH drag and dro% themH or o%en them*
8ithin ,oo-mar-sH items do not have to e adFacent to one another to e
selected at the same time*
- - 17 - -
To 5o this
$reate a oo-mar- @ou can do any of the follo)ingB
• /ight-clic- a document and choose $reate
,oo-mar-*
• 5rag a )indo) ta to the ,oo-mar- arH to a
oo-mar- folderH or to the ,oo-mar- list*
• 5rag a dataase icon on the )or-s%ace to the
,oo-mar- ar or a oo-mar- folder*
• In a Notes dataaseH choose $reate -
,oo-mar-*
• If you are using the Notes ro)ser or Notes
)ith Internet ;"%lorerH drag a 8e %age lin-H
)hich a%%ears as a )indo) ta )hen you o%en
a 8e siteH to the ,oo-mar- arH folderH or list*
O%en a oo-mar- or oo-mar- $lic- the oo-mar- or the oo-mar- folder*
folder
O%en a oo-mar- in a ne) /ight-$lic- the oo-mar- and choose IO%en in Ne)
)indo) 8indo)*I
(elect multi%leH non-adFacent 9ress $T/L and then clic- the oo-mar-s or folders
oo-mar-s or oo-mar- folders you )ant to select*
(elect multi%leH adFacent 9ress (HI!T and clic- the first and last items of the
oo-mar-s or oo-mar- folders adFacent oo-mar-s or folders you )ant to select*
$o%y and %aste a oo-mar- as a +. /ight-$lic- an e"isting oo-mar- or )indo) ta
lin- and choose I$o%y ,oo-mar- to $li%oard*I
.. $hoose ;dit - 9aste to %aste the oo-mar- lin-
into a document*
Ti% BB On the ,oo-mar- )or-s%aceH you can co%y and
%aste a oo-mar- iconH for e"am%le to du%licate it in
another folderH y %ressing (HI!TP$T/L )hile
dragging the icon*
3ove a oo-mar- $lic- a oo-mar- and drag it to the ,oo-mar- ar* to
another folderH or to the %lace )ithin the same folder
)here you )ant it to e*
- - 18 - -
Locate a oo-mar- using
the -eyoard
1* $lic- a oo-mar- folder icon in the ,oo-mar- ar*
4* 8hen the oo-mar- list a%%earsH %in it o%en*
3* If you )ant to search )ithin a folderH e"%and
it* Ty%e the first letter or t)o of the oo-mar-
you )ant to search for* Notes selects the first
oo-mar- eginning )ith those letters*
7* 9ress ;NT;/ to o%en the oo-mar-*
Note BB /efer to the status ar for
Information regarding your search*
$reate a oo-mar- folder +. /ight-clic- an e"isting ,oo-mar- folder and
choose INe) !olderHI or clic- the folder icon at the
to% of the ,oo-mar- list*
.. ;nter a name for the folder in the I!older nameI
field and then select a location for the ne) folder*
@ou can %lace this folder )ithin an e"isting folder*
/emove a oo-mar- or /ight-clic- the oo-mar- or ,oo-mar- folder and
oo-mar- folder choose I/emove ,oo-mar-I or I/emove !older*I
Note BB 8hen you remove a oo-mar- folder you
remove all of the oo-mar-s in that folder*
5is%lay dataases that can e 5rag the )indo) tas of the dataases to e o%ened
o%ened u%on startu% into the (tartu% folder inside the 3ore ,oo-mar-s
folder*
$reate a re%lica @ou can do either of the follo)ingB
• 5rag a oo-mar- that re%resents a dataase
and dro% it on the /e%licator icon*
• 5rag a dataase icon from the )or-s%ace and
dro% it on the /e%licator icon*
Note BB 5ragging a dataase onto the /e%licator
icon automatically o%ens the /e%licator %age*
/emove a re%lica for a dataase +. /ight-clic- the oo-mar- and choose O%en /e%lica
- 3anage List*
.. In the dialog o"H select the re%lica and clic-
/emove*
- - 19 - -
/ename a oo-mar- or @. /ight-clic- the oo-mar- or ,oo-mar- folder and
,oo-mar- folder choose I/ename ,oo-mar-I or I/ename !older*I
-. ;nter a ne) name for the oo-mar- or oo-mar-
folder*
$hange the oo-mar- icon si?e 6. $hoose !ile - 9references - &ser 9references
on the ,oo-mar- ar C3acintosh O( O usersH Notes - 9references -
&ser 9referencesD*
0. $lic- ,asics*
A. &nder 5is%lay O%tionsH choose a si?e from the
I,oo-mar- icon si?eI list*
<. /estart Notes to see your changes*
$hange the oo-mar- icon si?e 3. $lic- the Vie) utton at the to% of the ,oo-mar-
in ,oo-mar- list list to o%en the ,oo-mar- menu*
+,. $hoose INo IconsHI I(mall IconsHI I3edium
IconsHI or ILarge Icons*I
$hange the oo-mar- icon color +. $hoose !ile - 9references - &ser 9references*
scheme on the ,oo-mar- ar
.. $lic- ,asics*
@. &nder 5is%lay O%tionsH choose a color scheme in
the IIcon color schemeI list*
-. /estart Notes to see your changes*
$hange a oo-mar- icon or a 6. /ight-clic- the oo-mar- or ,oo-mar- folder and
,oo-mar- folder icon choose I$hange ,oo-mar- IconI or I$hange
!older Icon*I
0. (elect an icon from the list of availale o%tions in
the IInsert Image /esourceI dialog o"*
(ho) )hich servers your A. $lic- the Vie) utton at the to% of the ,oo-mar-
oo-mar-s %oint to or the list to o%en the ,oo-mar- menu*
numer of unread documents in <. $hoose I(ho) &nread 5ocument $ountI or I(ho)
a oo-mar-ed dataase
(erver Names*I
/estore your oo-mar-s to
their default arrangement
on the ar* !or e"am%leH if
you have removed the
History folderH this restores
it*
<* $lic- the Vie) utton at the to% of the
,oo-mar- list to o%en the ,oo-mar-
menu*
1>*$hoose I/estore 5efaults*I
- - 20
- -
Comparison of Lotus Notes with Other Mailing Tools :
>eat#res IBM 5ot#s 'omino &s M* Exchan!e .,,A
Company &'M Microsoft
(u%%orted 9latform
(u%%ort 8indo)s 4>>3H Only (u%%ort :7-it
I,3 AIOH Linu" Con IntelDH 8indo)s 9latform in
Linu" C(ystem QDH I,3 %roduction*
i'EO(H I,3 ?EO(H and (un
(olaris*
$om%lementary
9roducts
(ameTime instant 3icrosoft does not offer any
messagingH I,3 s%ecific com%lementary
8e(%here 9ortalH Tivoli %roduct )ith ;"change
5irectory IntegratorH 4>>.H ut offer e"tra %aid
8e(%here A%%lication %roducts that can integrate
(erver are only e"am%les )ith ;"change 4>>.*
of the I,3 $om%lementary
%roducts I,3 Lotus
5omino $ustomers are
a%%licale for*
(ecurity
Offers Advance (ecurity Although 3icrosoft has %ut a
features includingB local lot of effort into uilding
encry%tionH digital some s%am %rotection and
signaturesH (erver # user enhancing their security
defined level (9A3 controlH features in ;"change 4>>.
and granular access they still struggle as usual
control* )ith many security lea-sH
virus %ro%agation and
security holes*
;ncry%tion
&% to 7><: it /(A Offer some ty%e of
encry%tion -eys and 146 encry%tionH ut o%tional*
it symmetric -eys
- - 21 - -
Lotus Notes client Vs Lotus Notes 5omino
8ith Lotus Notes and 5omino gaining momentumH each day there are more and more
%eo%le )hom are Ine) to NotesI* 8hile NotesE5omino is incredily %o)erful and
secureH it does have as%ects that can intimidate ne) users*
8hat is Lotus NotesH and )hat is Lotus 5omino+
(o letLs start )ith the %roduct namesH I,3 Lotus Notes and I,3 Lotus 5omino***
8hatLs the difference+
· Notes is the soft)are you have installed on your machineH often called the INotes clientI*
· 5omino is the soft)are that your client connects toH running on one of your
com%anyLs servers* @ou Cas a userD have nothing to )orry aout )ith res%ect
to controlling the 5omino server*
HereLs an analogy* @ou have a )e ro)ser installed on your machine C3icrosoft
Internet ;"%lorerH 3o?illa !irefo"H Netsca%e NavigatorH etcD and you use it to
connect to )e sites Csuch as )))*im*comD ut you never really thin- aout
)hat soft)are is running that )e siteH nor do you need to* (o your )e ro)ser
is a client and the )e sites you connect to are on servers* (imilarlyH Lotus Notes
is your clientH the dataases you access are running on 5omino servers*
- - 22 - -
Lotus Notes – Installation:
Go to $5 /O3 E A%%lication server )here the soft)are is located*
/ight clic- the 15 drive2 and either choose 1Auto /un2 or o%en the a%%lication
server and run the setu%*e"e file to install Lotus notes*
!ollo) the elo) ste%s to com%lete the Installation*
1* $lic- ne"tH to get the license agreement )indo) as sho)n elo)*
4* /ead the terms and conditions once efore acce%ting the agreement
3* If o-ay )ith the termsH choose the o%tion 1I acce%t the terms in the license
agreement2 and clic- ne"t*
- - 23 - -
7* Give the &ser E Organi?ation name and choose either of the o%tion elo)
ased on the re0uirements and clic- ne"t*
aD Only for me C (ingle &ser Install D
D Anyone )ho uses this com%uter C 3ulti-&ser InstallD
- - 24 - -
'* In the follo)ing screenH choose the %ath in )hich lotus needs to e installed
and clic- ne"t*
vi* &nder Notes $lient select Cclient hel% filesH domino enter%rise connection
serviceH s%ell chec-er and modem filesD the follo)ing a%%lication*
:* AndH clic- ne"t*
- - 25 - -
viii* 3a-e Lotus Notes your default email %rogram y choosing the chec- o"H
R3a-e notes my default email %rogramS
i"* $lic- Install to start*
*
- - 26 - -
"* $lic- 1!inish2 utton to com%lete installation*
This is all aout installation*
Ne(t is the Configration of )ots Notes*+,,
- - 27 - -
Con#guration of Lotus Notes for Di8erent 5sers.
To start )ithH &se the Lotus notes 1short cut icon2 from the des-to% to launch notes*
Lotus Notes *.ln6
8e can see the elo) screen as-ing for %ass)ord along )ith t)o other
o%tion to $hoose* 5etail %icture sho)n elo)*
5o you rememer )e have Learned something aout I5 !ile+ 9lease /ecollect it no)**++
Give your 9ass)ord after (electing the $orrect &ser and Location Name and 9ush OG*
That )ill ta-e us toB
- - 28 - -
To configure the I5 file follo) the elo) %rocedure*
Lotus Notes - Configuration
1* !or any ne) Lotus Notes I5 configuration to e doneH !rom the aove screen
go to !ile menu 3oile Location
- - 29 - -
4* In the Location )indo)H choose Ne) Location as sho)n
That ring us the elo) screen*
- - 30 - -
3* &nder ,asics ta choose the Location ty%eH name of the user and
internet 3ail address*
7** &nder servers taH enter the a%%ro%riate server ChomeEmail server and %ass through
serverD for the user* Get the server name for the user from the /elianceA5A address oo-
'* &nder 9orts taH chec- the o%tion Tc%I9*
0* &nder 3ail taH choose the mail file location as 1on server2H mail file as given in
/elianceA5A address oo-* And 5omino mail domain as 1IN!O$O332*
- - 31 - -
.* &nder Internet ,ro)ser taH choose the internet
ro)ser as 13icrosoft Internet ;"%lorer2
6* &nder Advanced taH select the %ath of the id
file* ,y default located in $BELotusENotesEdata
<* Then clic- 1save and close2 to com%lete the location settings
configuration* 8e should e ac- to the )elcome %age as sho)n*
- - 32 - -
!rom the /ight ,ottom cornerH choose the Location name )e have created from
5ro%-5o)n ,o"* C/efer %oint iii if any doutsD
After selecting the location nameH clic- on mail icon to get access to your ino"*
- - 33 - -
!ig B Ino" A%%earance
ID Files 9
:!at are id #les..2
@ou must generate a &ser I5 !ile for each user in the Organi?ation* In the %rocessH the I5
file is certifiedH and contains the follo)ing informationB
· certificate o)nerLs name and details
· certificate o)nerLs %ulic -ey
· certifierLs name and details
· certifierLs %ulic -ey
· certificate e"%iration date
· certifierLs stam%H ie* it is signed )ith the certifierLs %rivate -ey
· the userLs %ulic and %rivate -eysH in t)o versions COneH '14-it -ey length
%airH is used for data encry%tion in non-North American countries* AnotherH
:3>-it -ey length %airH is used for data encry%tion )ithin &( and $anadaH and
for signature and authentication )orld)ide*D
· the userLs name and Notes license numer
- - 34 - -
Once the I5 file is generatedH a co%y is availale as an inde%endent *I5 file as
)ell as an entry in the 9ulic Name # Address ,oo- for other users to use*
· t)o %airs of %ulicE%rivate -eys Cthe userLs and the certifierLsM One set of -ey
for use in North AmericaH and the other for use overseasDH
· t)o certificates Cto match the t)o encry%tion strengthsM a certificate is
the digital signature of the organi?ation to )hich he elongsDH
· a certificate for each unit to )hich the user elong Ceg* for =ohn 5oeE3ar-etingEAcmeH his
I5 contains the certficate of E3ar-etingEAcme and EAcmeDH
· user names Cthe userLs and the certifierLsD and details Cincluding license ty%e
and serial numerDH the certification e"%iration dateH
· Co%tionalD encry%tion fields distriuted y a%%lication develo%ers
to allo) encry%tionEdecry%tion of fields in documentsH
· a %ass)ord to %rotect this I5 file*
Ti% B To dis%lay the different certifiers that live in a userLs I5 fileH select !ile T Tools T &ser I5*
Im%ortantB The %ass)ord only e"ists in the I5 fileH to %revent anyone else from
using it* In other )ordsH changing the %ass)ord to an I5 file ma-es no change to
the server* If a co%y is -e%t in the 9NA,H )hich is not recommended for security
reasonH the %ass)ord to the original I5 file is not u%dated*
Once generatedH the userLs I5 file is located in the domainLs 9ulic Name # Address ,oo-
C9NA,D* It can also e e"tracted into eg* =5O;*I5H and -e%t on the userLs )or-station*
Im%ortantB /egenerating an I5 file means generating a ne) %air of %ulic and %rivate
-eys and losing the encry%tion -eys* As a conse0uenceH these users )ill no longer e
ale to access any encry%ted document or dataase* C$H;$GD He must also e removed
and re-added to every single Access $ontrol List CA$LD of Notes dataases*
- - 35 - -
Elements of Lotus Notes
:elcome Page
pening and creating a :elcome Page
The 8elcome 9age is the first item that a%%ears if you do not
have a dataase vie) set to o%en )hen you first launch Notes*
Notes has a default 8elcome 9age that gives you a central location from )hich to
access your 3ailH $alendarH 9ersonal Address ,oo-H To 5o listH 9ersonal =ournalH and (earch*
- - 36 - -
@ou can re%lace the default 8elcome %age y o%ening other e"isting 8elcome
%agesH including a %ortal-li-e %age called the I3y 8or-*I 3y 8or- has multi%le %anes
that dis%lay your 3ailH $alendarH To 5o listH and so on*
In other %anesH you can easily dis%lay fre0uently used Notes dataases and
8e sites -- hel%ing you to organi?e and manage all your daily tas-s and
communications )ith others in your com%any*
To open an e;isting :elcome PageH
1* $lic- the 8elcome )indo) ta* If the 8elcome )indo) ta is not visileH o%en
the !avorite ,oo-mar-s folder on the ,oo-mar- arH and then clic- 8elcome*
4* CO%tionalD $lic- the to% order of the 8elcome 9age that says I$lic- here for
more 8elcome 9age o%tions*I $hoose the 8elcome 9age you )ant to dis%lay
from the I$urrent 8elcome 9age selectionI list*
!or more information on the I3y 8or-I o%tionH see
C1D
&sing the I3y 8or-I
8elcome %age*
Ti% B To return to the first-time Notes setu% %age from an e"isting 8elcome 9ageH
clic- the to% order of the 8elcome 9age that says I$lic- here for more 8elcome
9age o%tionsHI then clic- I/eturn to first-time setu%I in the u%%er left corner*
To create a ne1 :elcome Page
i* O%en the lotus notes
ii* Then clic- on Rclic- here for )elcome %age o%tionsSH )hich is as sho)n elo)
- - 37 - -
iii* Then you )ill get the )indo) as sho)n elo)
i* $lic- on $reate a ne) 8elcome 9age
ii* And then you )ill get the )indo) )hich is as sho)n elo)
- - 38 - -
iii* Give the name and clic- on ne"t
iv* 9oint to 9ersonal 9age and then $lic- Ne"t
- - 39 - -
v* (elect the layout in )hich the )elcome %age should a%%ear and then clic- ne"t
vi* $lic- on finish and the ne) )elcome %age is created*
- - 40 - -
"enu <ar 77
!ileB
&sing !ile menu you can com%ose a mailH chec- the dataase %ro%ertiesH attach a
fileH re%licate a mailH and create a ne) locationH s)itch id and then change the %ass)ord
;ditB
&sing ;dit menu you cutH co%y and %aste mails
Vie)B
&sing Vie) menu you can search mails and refresh mails
$reateB
&sing $reate menu you can com%ose a mailH create ne) folder and can create agent
ActionsB
&sing Actions menu you can archive mailsH edit mails and create ne) folder
Hel%B
&sing hel% menu you can chec- the version of the lotus notes and can
get hel% regarding various issues in lotus notes*
Tool <ar 77
Notes -ee%s trac- of )here you have eenH regardless of )hether itLs a
dataaseH documentH or 8e %age* @ou can navigate among o%en dataases or
8e %ages y using uttons that a%%ear in the Navigation toolar* These uttons
are Go ,ac-H Go !or)ardH (to%H /efreshH and (earch*
The uttons light u% )hen they are active and a%%ear dim )hen they are disaled*
- - 41 - -
Hint BB @ou can add the tools to the tool ar y going into !ile 9references Toolar
9references
,tatus <ar 77
&sing the status ar in NotesH you canB
· (ee )hether Notes is accessing the net)or- Ca lightning olt a%%earsD*
· $hange the font Cty%efaceDH si?eH or %aragra%h style of selected te"t )hen youLre editing
a document*
- - 42 - -
· (ee a history of all messages for the session*
· $hec- the %rogress of tas-s that Notes %erforms in the ac-ground Cfor
e"am%leH saving attachments or re%licating dataasesD*
· Ti% BB 5uring a ac-ground tas- )ith a lot of status informationH such as
re%lacing the design of a dataaseH clic- the status arH and the history list
e"%ands in si?e and scrolls to sho) you as much information as %ossile*
· (ee your level of access to the current dataase and your memershi% in
grou%s and rolesCclic- the -ey iconD*
· (ee or change your online status for instant messagingM %erform
other instant messaging actions*
· (ee )hether an o%en mail message has een encry%ted andEor digitally
signed y the sender
· (ee your current location and s)itch to another location*
· 5is%lay the language tag name for the current or selected te"t in a document*
· 9erform common mail tas-s such as creating a message or scanning for
unread mail y clic-ing the mailo" icon CAuic-%ic- menuD*
Ti% BB The (end Outgoing 3ailH (end # /eceive 3ailH and /eceive 3ail commands
on this menu )or- )ith oth Notes mail and Internet mail*
To "odif= t!e ,tatus <ar 7
9references let you modify the status ar* @ou can add or remove
items and estalish the order in )hich the status ar items )ill dis%lay*
1* $hoose !ile - 9references - (tatus ,ar 9references*
- - 43 - -
3acintosh O( O usersB Notes - 9references - (tatus ,ar 9references*
4* (elect the items you )ant to dis%lay on your status ar y clic-ing the chec- o"* If
you are uncertain as to )hat an item )ill sho) on the status arH clic- it and a rief
descri%tion of the item )ill a%%ear in the 5escri%tion section of the dialog o"*
Note BB To remove an item from the status arH clic- its chec- o"*
Ti% BB If you enale the 9rogress itemH you can set Notes to ee% )hen the tas- in
%rogressH such as re%licationH com%letes* (elect IAudile notification )hen com%lete*I
3* CO%tionalD $hange the )idth of a selectionLs status ar utton y clic-ing the
u% or do)n arro)s ne"t to the 8idth %reference*
Note BB The (tatus itemH )hen selectedH allo)s you to change the height as
)ell as the )idth of the utton* 3ore height may e useful for the history list*
7* CO%tionalD $lic- the 3ove Left and 3ove /ight uttons to reorder the items*
The item at the to% of the list )ill dis%lay at the far left of your status ar*
'* $lic- OG*
To discard all the modifications youLve made and return to the original
settings for the status arH clic- the 5efaults utton*
Ti% BB @ou can o%en (tatus ,ar 9references y right-clic-ing any)here on the status ar and
choosing (tatus ,ar 9references*
- - 44 - -
%ddress <oo6 77
8ith the hel% of the address )e can create ne) server connectionH contactH
Grou%H location and ne) account* In this )e can see aout ho) to create ne)
server connection and ne) grou%*
-sing "ddress .e can create ne. ser/er connection
- - 45 - -
i* Go to address oo-
ii* In that clic- on advanced and %oint to connections
iii* 9oint to Ne) and then choose server connection
iv* @ou )ill get the )indo) )hich is as sho)n elo)
v* &nder ,asics ta
vi* $hoose the connection ty%e as local area net)or- and select the T$9I9 %ort
vii* Give the destination server name )hich is sho)n in the aove figure
- - 46 - -
viii* &nder Advanced ta give the destination server address )hich is sho)n in
the aove figure
i"* Then save and close
"* The ne) server connection )ill e added
-sing "ddress 'oo$ .e can create 0rop
i* Go to ne) and clic- on Grou%
ii* @ou )ill get the )indo) )hich is as sho)n elo)
- - 47 - -
iii* Give the grou% nameH ty%eH category and descri%tion
iv* &nder memers column clic- the one )hich is %ointed out in the aove figure
v* @ou )ill get the )indo) )hich is as sho)n elo)
vi* 8ith the hel% of the aove )indo) you can add memers for your grou%
Then save and close it*
Ti% BB To change the name of your address oo- in your oo-mar-sH change its dataase title
in the dataase %ro%ertiesH for e"am%leH from IGood Address ,oo-I to I,est Address oo-I
- - 48 - -
Calendar 77
To o%en $alendarH do one of the follo)ingB
B $lic- the $alendar oo-mar-
• !rom your mail dataaseH clic- the do)n arro) ne"t to the 3ail or To 5o
header and choose I()itch to $alendarI from the menu*
Ti% @ou can s)itch et)een your o)n or another %ersonLs $alendarH 3ailH and To 5o using
the header menus of 3ailH $alendarH and To 5o*
To set your free time schedule
1* O%en $alendar*
4* !rom the menuH choose Actions - Tools - 9references*
3* On the $alendar # To 5o taH clic- the (cheduling ta*
7* $lic- the @our Availaility ta*
'* (elect the a%%ro%riate time ?one from the Time Qone list* The default is LocalH
)hich is your default time ?one*
- - 49 - -
:* (elect the days of the )ee- you are availale under I5ay of 8ee-HI then s%ecify
the hours you are availale for each day*
!or e"am%leH if you are availale on (aturdays from . A3 to 11 A3 and from 14 93
to 3 93H select (aturday and enter >.B>> A3 - 11B>> A3H 14B>> 93 - >3B>> 93*
.* CO%tionalD If you )ant Notes to chec- for conflicts )hen acce%ting or
scheduling a meetingH clic- the 8hen Adding an ;ntry to @our $alendar taH
and select I8hen adding a%%ointmentsH acce%ting meetingsH scheduling a ne)
meetingI under I$hec- for conflicts )ith other entries*I
6* CO%tionalD If you select I8hen adding a%%ointmentsH acce%ting meetingsH scheduling a
ne) meetingHI you can also select INote a conflict if entry occurs outside availale hours
descried on the @our Availaility taI to sho) a conflict if someone attem%ts to
schedule a meeting for a time that is not availale according to your %references*
<* $lic- OG*
To schedule a meeting
1* O%en the $alendar*
4* $lic- the I(chedule a 3eetingI action utton on the action ar*
3* ;nter te"t in the (uFect field in the meeting form*
7* ;nter oth (tart and ;nd
C1D
datesH timesH and time ?ones Co%tionalD for the meeting*
Note BB !or meetings onlyH you can s%an a meeting through midnightH and oo-
a room or resource through midnight if reserving it through the $alendar*
'* CO%tionalD (elect /e%eats to ma-e the entry a re%eating one* Then s%ecify
re%eat o%tions in the
C4D
/e%eat o%tions dialog o"*
:* ;nter names in the Invitees fields Cclic- the address oo- icon to enter names
using the (elect Addresses dialog o"D*
- - 50 - -
· /e0uired B These %eo%le receive a meeting invitation )hich includes res%onse
o%tions CAcce%tH 5eclineH 5elegateH 9ro%ose ne) timeH Tentatively Acce%tD*
They are counted as definite attendees for the %ur%oses of scheduling rooms
and resources and for suggested meeting times*
· O%tional B These %eo%le are considered o%tional %artici%ants ut do receive a
meeting invitation )hich includes the same res%onse o%tions that re0uired
%artici%ants receive* The free time of O%tional invitees is %rioriti?ed lo)er
than /e0uired invitees )hen Notes suggests meeting times*
· !@I B These %eo%le receive an information-only notice of the meeting* They do
not have the ty%ical res%onse o%tions that /e0uired and O%tional invitees
haveH ut they are ale to add the meeting to their $alendar* Other invitees
cannot see the names of %eo%le you enter in this field on their invitations*
.* CO%tionalD To
C3D
chec- schedules of inviteesH clic- the (cheduler icon ne"t to I$lic- to
see InviteeH /oom and /esource availailityI to chec- invitee availaility*
6* ;nter te"t in the Location field to descrie the general location of the meeting
Cfor e"am%leH the name of the city )here the meeting )ill ta-e %laceD*
<* In the /oom fieldH enter the name of the room you )ant to reserve for the meeting* To
add a room from an address oo-H clic- the icon to o%en the /ooms dialog o"*
1>* In the /esource fieldH enter the name of the resource you )ant to reserve for the meeting*
To add a resource from an address oo-H clic- the icon to o%en the /esources dialog o"*
Note BB 5e%ending on ho) your dataase is set u%H you may e notified
automatically aout the resources that you have reserved* /eservations that
are no longer needed can e cancelled at that time*
11* CO%tionalD (elect 9encil In Cat the to%-right of the )indo)D to -ee% the time of
the entry free in your free time schedule*
- - 51 - -
14* If this is an online meeting using Lotus Instant 3essaging and 8e $onferencingH see
C7D
(cheduling an online meeting*
13* CO%tionalD (elect a category in the $ategori?e field*
17* CO%tionalD (elect 3ar- 9rivate to %revent %eo%le )ho can read your $alendar
from reading the entry* 9eo%le )ho can manage your $alendar can see the date
and timeH ut not the contents of the entries*
1'* CO%tionalD (elect INotify meI ne"t to the Alarm icon on the right side of the $alendar
entry and s%ecify o%tions in the
C'D
Alarm notification o%tions dialog o" if you )ant to e
reminded of the entry*
1:* ;nter detailed meeting information Cincluding te"tH document lin-sH file attachmentsH
oFectsH and %icturesD in the 5escri%tion field at the ottom of the meeting form*
1.* $hoose Actions - 5elivery O%tions to change
C:D
5elivery o%tions for the notice
that Notes delivers to invitees*
16* $lic- the I(ave and (end InvitationsI action utton on the action ar* Notes
adds the meeting to the $alendarH mar-s the s%ecified time usy in the chairLs
!ree Time schedule Cunless you selected I9encil InIDH and sends a meeting
invitation to each of the %eo%le you invited*
Note BB $lic- the I(ave as 5raftI action utton on the action ar to save the
meeting as a draft* 8hen you save a meeting as a draftH the meeting stays on
your $alendar and does not get sent to the invitees* @our free time is not oo-ed
during the time of the meetingH and you can still change the meeting into a
different ty%e of $alendar entryH such as an a%%ointment* @ou can also change it
from eing a re%eating meeting to a single meeting and vice versa*
To res%ond to a meeting invitation
1* O%en the invitation*
4* $lic- the /es%ond or I/es%ond )ith $ommentsI action utton in the action ar
and do one of the follo)ingB
- - 52 - -
If you )ant to***UU !ollo) ThisVUU
1.
Acce%t the invitation $hoose Acce%t*
2.
5ecline the invitation $hoose 5ecline*
3.
9ass res%onsiility for ans)ering the $hoose 5elegateH s%ecify the %erson to send the
invitation to someone else invitation to in the 5elegate o%tions dialog o"*H
then select IGee% me informed of u%datesI if you
still )ant to receive information aout this meeting
from the chairH and clic- OG* Notes for)ards the
invitation to the %erson you choose and sends a
5ecline notice to the meeting organi?er*
4.
9ro%ose a ne) date or time $hoose I9ro%ose Ne) TimeHI s%ecify a ne) dateH
timeH andEor time ?one and clic- OG*
Note @ou cannot immediately %ro%ose a ne) dateH
timeH or time ?one for an invitation to a re%eating
meeting* !irst you must acce%t the invitation* To
counter-%ro%oseH o%en the first instance of the
meeting in $alendarH then clic- /es%ond or
/es%ond )ith $omments and select I9ro%ose Ne)
Time*I
5.
Acce%t the invitation ut leave the $hoose ITentatively Acce%t*I Notes adds the
time free in your schedule meeting to the $alendarH ut the time in your
schedule a%%ears free to others*
3* If you clic-ed /es%ond )ith $ommentsH do one or more of the follo)ingB
- - 53 - -
· ;nter your comments in the notice form* @ou can control the
a%%earance of your te"t y clic-ing the Te"t icon Cto the left of the
dro%-do)n arro)D and selecting one or more attriutes*
· To im%ort a gra%hicH clic- the dro%-do)n arro)H select Gra%hicsH and then
clic- the Gra%hics icon to select and add the gra%hic*
· To include an attachmentH clic- the dro%-do)n arro)H select AttachmentsH
and then clic- the Attachments icon to select and attach the file*
· To include a document lin-H dataase lin-H or vie) lin- that you have
co%iedH clic- the dro%-do)n arro) and then clic- Lin-s* 9aste the lin- as
you )ould into any document*
'* $lic- OG* If you clic- $ancelH no res%onse is sent*
Ti% BB /es%onses )ith comments dis%lay in your All $alendar ;ntries vie)H
under the meeting to )hich you are res%onding*
Note BB 5e%ending on the delivery o%tions selected y the %erson )ho sent the inviteH
you may receive a meeting invitation )ithout some of the res%onse o%tions descried in the
%receding tale* !or e"am%leH the sender could %revent you from delegating the invitation or
%ro%osing a ne) time for the meeting*
To add a roadcast meeting to your $alendar
@ou may receive meeting invitations that do not include the Acce%tH 5eclineH 5elegateH or
9ro%ose Ne) Time res%onse o%tions ut do dis%lay the /e0uest InformationH $hec- $alendarH and
Add to $alendar action uttons* These invitations are -no)n as roadcast invitations*
To add a roadcast meeting to $alendarH follo) these ste%sB
- - 54 - -
1* O%en the invitation*
4* $lic- the IAdd to $alendarI action utton from the action ar*
To create a Grou% $alendar
1* O%en $alendarH clic- the do)n arro) ne"t to the $alendar header and
choose IVie) # $reate Grou% $alendarsI from the menu*
4* $lic- the INe) Grou% $alendarI action utton to o%en the INe) Grou%
$alendarI dialog o"*
3* ;nter te"t in the Title field to serve as grou% name*
7* ;nter the names of %eo%le or grou%s in the 3emers field* CTo select names from an
address oo-H clic- the arro) at the ottom right of the 3emers field*D
'* $lic- OG*
Notes dis%lay the Grou% $alendar and add it to the list of Grou% $alendars in
the Grou% $alendar vie)*
To Do List 77
@ou can read and even edit someone elseLs RTo 5o listS if they have given you
the %ro%er access to do so*
To o%en the To 5o listH do one of the follo)ing B
W $lic- the To 5o oo-mar-*
- - 55 - -
W !rom your mail dataaseH clic- the do)n arro) ne"t to the 3ail or $alendar
header and choose I()itch to To 5oI from the menu*
Ti% BB @ou can s)itch et)een your o)n or another %ersonLs $alendarH 3ailH
and To 5o using the header menus of 3ailH $alendarH and To 5o*
To o%en someone elseLs To 5o list B
1* O%en your $alendar*
4* !rom the menuH choose Actions - Tools - O%en $alendar !or*
3* In the field at the to% of the O%en $alendar dialog o"H select an address oo-
that contains the name of the %erson )hose $alendar you )ish to see*
7* In the I!ind names starting )ith fieldHI enter the first fe) letters of the
%ersonLs name as it is listed in the address oo-*
'* (elect the %erson from the list of names*
:* $lic- OG*
.* 8hen the %ersonLs $alendar o%ensH clic- the do)n arro) ne"t to the $alendar
header and choose I()itch to To 5oI from the menu*
- - 56 - -
.
To mar- a To 5o com%lete
1* O%en the To 5o list*
4* (elect the To 5oCsD you )ant to mar- com%lete*
3* $lic- the I3ar- $om%leteI action utton in the action ar*
5eleting a To 5o from the To 5o list
1* O%en the To 5o list*
4* (elect the To 5oCsD you )ant to delete*
3* !rom the menuH choose ;dit - 5elete* The To 5o is %ermanently deleted*
Organi?ing @our Tas-s )ith the To 5o list
The To 5o list H li-e $alendarH is a s%ecial vie) in your mail dataase* It %rovides a
convenient )ay for you to createH dis%layH and organi?e tas-sH and enales you to include
others in Grou% To 5os* To 5os can also e dis%layed in the $alendar vie)*
To %erform some of the tas-s descried in this sectionH you must e using the latest release of the
3ail tem%late C3AIL:>*NT!D for your mail dataaseH and to %erform most tas-sH you must
have your connection to your mail set u% as descried in
C1D
Getting $onnected*
- - 57 - -
To %revent To 5os from dis%laying in the $alendar
1* O%en the To 5o list*
4*!rom the menuH choose Actions - Tools - 9references*
3* $lic- the $alendar # To 5o taH then the To 5o ta*
7*(elect I5o not dis%lay To 5o entries in the $alendar*I
'* lic- OG*
To dis%lay To 5os in the $alendar vie)
1* O%en the To 5o list*
4* $hoose Actions - Tools - 9references*
3* $lic- the $alendar # To 5o taH then the To 5o ta*
7* 5eselect I5o not dis%lay To 5o entries in the $alendar*I
- - 58 - -
'*CO%tionalD (elect IAllo) Notes to u%date To 5o status and dates for incom%lete
entriesI to dis%lay incom%lete To 5os on the current day in the $alendar*
:* $lic- OG*
To e-mail %artici%ants in a Grou% To 5o
1* O%en the To 5o list*
4* (elect the To 5o in a vie)*
3* !rom the menuH choose Actions - Actions - (end 3emo to All Invitees*
Notes dis%lays a ne) mail memo*
7* ;nter your mail message*
'*$lic- (end*
To create a Grou% To 5o
1* O%en the To 5o list*
4* !rom the menuH choose Actions - Ne) To 5o Item*
3* In the To 5o Item formH enter te"t in the (uFect field*
7* (elect Others ne"t to IAssign To*I
'* ;nter names in the 9artici%ants fields Cclic- the address oo- icon to enter
names using the (elect Addresses dialog o"D*
• /e0uiredB These %eo%le receive a notice of the Grou% To 5o assignment
)hich includes res%onse o%tions CAcce%tH 5eclineH 5elegateH 9ro%ose
ne) dateH $om%letedD*
• O%tionalB These %eo%le are considered o%tional %artici%ants ut do receive a
notice of the Grou% To 5o assignment )hich includes res%onse o%tions
CAcce%tH 5eclineH 5elegateH 9ro%ose ne) dateH $om%letedD*
• !@IB These %eo%le receive an information-only notice for the Grou% To 5o* They
do not have the ty%ical res%onse o%tions that /e0uired and O%tional invitees
haveH ut they are ale to add the To 5o to their To 5o list* Other assignees
cannot see the names of %eo%le you enter in this field on their notices*
- - 59 - -
:* CO%tionalD (elect a %riority for the item in the 9riority field* ;ntries in the To 5o list dis%lay in
the To 5o vie) )ith a corres%onding numer CHighX1H 3ediumX4HLo) X3H None
= no numerD*
.* CO%tionalD In the $ategory fieldH select or enter a category for the entry*
6* CO%tionalD ;nter dates in the I5ue yI and I(tart yI fields*
<* CO%tionalD (elect /e%eats to ma-e the entry a re%eating one* Then s%ecify
/e%eat o%tions in the /e%eat O%tions dialog o"*
Note BB If you create a re%eating entry and decide after the entry has een saved
that you )ant to change the entry to not e re%eating anymoreH or vice versaH
you must create a ne) entry* @ou cannot change the original entry*
(elect the entry in the To 5o vie) and choose Actions - $o%y Into Ne) -
Ne) To 5o* All of the original information is co%ied into a ne) form )here you
can change the %ro%erties and save the entry*
1>* CO%tionalD Add te"tH document lin-sH file attachmentsH oFectsH and
%ictures to the 5escri%tion field*
11* CO%tionalD (elect I3ar- 9rivateI to %revent %eo%le )ho have access to your $alendar
from vie)ing details of the To 5o* They can only see the date and time of the To 5o*
14* CO%tionalD (elect INotify meI to set Alarm notification o%tions for the item*
13* CO%tionalD $hoose Actions - 5elivery O%tions to change 5elivery o%tions for the
notice that Notes delivers to assignees*
17* $lic- I(ave and (end Assignments*I
Notes adds the item to the To 5o vie) and sends assignment notices to %artici%ants*
To edit an e"isting To 5o
1* O%en the To 5o list*
4* O%en the To 5o you )ant to edit*
3* 3a-e your changes*
7* $lic- (ave and $loseH or (ave and (end Assignment Cif the item is a Grou% To 5oD*
- - 60 - -
Personal >ournal 77
To create a Personal 1ornal data2ase %%
The 9ersonal =ournal dataase is a %lace for you to store %rivate documents you
donLt )ant to share )ith others* @ou can use the 9ersonal =ournal as a diaryH a noteoo-H
or even as a holding %lace to com%ose documents efore they are ready for distriution*
1* $hoose !ile - 5ataase - Ne)*
4* $hoose Local as your server in the (erver field*
3* ;nter a title for your %ersonal Fournal dataase in the Title field* The
title you enter )ill a%%ear in the I!ile NameI field )ith *N(! as the e"tension*
7*CO%tionalD (%ecify a different file name for your %ersonal Fournal in the I!ile NameI
field if you donLt )ant the file name to e the same as the title of the dataase*
'* $hoose the 9ersonal =ournal C/:D tem%late from the list of tem%lates*
:* $lic- OG*
:or6space 77
The Notes )or-s%aceH the legacy user interface for NotesH dis%lays %ages
containing dataase icons* The )or-s%ace is still availale and accessile
through a folder on the ,oo-mar- ar*
To find the .or$space %%
$lic- the dataases folder on the ,oo-mar- arH then select 8or-s%ace*
The )or-s%ace dis%lays one taed %age on to% and five other )or-s%ace %ages
ca%%ed y a ta* ;ach )or-s%ace %age can hold dataase icons*
- - 61 - -
Ti% BB @ou can ma-e your )or-s%ace loo- more three-dimensional* $hoose !ile -
9references - &ser 9referencesH then choose ,asicsH refer to IAdditional O%tionsI and
select ITe"tured 8or-s%ace*I
To name a .or$space page
@ou may )ant to name )or-s%ace %ages to hel% organi?e your )or-* !or e"am%leH
if you )or- )ith three ty%es of dataases -- dataases containing human resources
informationH dataases related to sales issuesH and dataases related to international
issues -- you might enter the names H/H (alesH and International on different )or-s%ace
tas and move dataases of each ty%e to the corres%onding )or-s%ace %ages*
1* 5oule-clic- the )or-s%ace ta*
4* In the 8or-s%ace 9ro%erties dialog o"H clic- the Information ta
and enter a name in the I9age nameI o"*
Notes BB 9age names can e u% to 34 characters
*
To delete a .or$space page
1* $lic- the )or-s%ace ta*
4* $hoose ;dit - 5elete or %ress 5;L*
3* $lic- @es to confirm the deletion or No to cancel it*
If you delete a )or-s%ace %age that contains dataase iconsH Notes
removes the icons from the )or-s%ace )hen it deletes the %age*
- - 62 - -
To create a .or$space page
A )or-s%ace can contain u% to 34 %ages*
1* $lic- a )or-s%ace ta*
4* $hoose $reate - 8or-s%ace 9age*
3* If necessaryH clic- @es to add the )or-s%ace %age and u%grade your
des-to% file or clic- No to cancel adding the %age
Notes BB Notes insert the ne) )or-s%ace %age to the left of the selected )or-s%ace %age*
If you havenLt added a )or-s%ace %age eforeH Notes as-s if you )ant to u%grade your
des-to% file*
To change the loo$ of yor .or$space
(electing this o%tion adds Ite"turedI ac-ground to your )or-s%ace*
1* !rom the menuH choose !ile - 9references - &ser 9references* 3acintosh
O( O &sersB Notes - 9references - &ser 9references*
4* &nder Additional O%tionsH select ITe"tured 8or-s%ace*I
3* $lic- OG*
To s.itch to a different .or$space page
$lic- the %ageLs )or-s%ace ta* To use the -eyoard to s)itch to a different
%ageH %ress $T/L Cor $O33AN5 on the 3acintoshD and the left or right arro)*
- - 63 - -
To compact yor .or$space file
@ou can save dis- s%ace y com%acting 5;(GTO9:*N5G file* $om%acting recovers unused
dis- s%ace y removing references to dataases you no longer have on your )or-s%ace*
1* 5oule-clic- any )or-s%ace ta*
4* $lic- the Advanced ta*
3* $lic- IY used*I
7* If the %ercentage is under 6'YH clic- $om%act*
Notes
• To -ee% the 5;(GTO9:*N5G file small as you )or-H under I&se no more than n
3 locally for server-ased design element such as forms and suformsHI
choose a small numer of megaytes Cfrom 1 to 1:D to limit the $A$H;*N5G file*
8hen you limit the si?e of the $A$H;*N5G fileH Notes removes olderH unused
cached design elements to ma-e room for ne) ones*
• The $A$H;*N5GH )hich is %art of the )or-s%ace filesH cannot e com%acted*
8hen the )or-s%ace is com%actedH the 5;(GTO9:*N5G shrin-sH ut the
$A$H;*N5G remains the same si?e*
• $A$H;*N5G can e deleted to gain e"tra s%ace on your dis-*
- - 64 - -
&mportant 3eatres 4
Archive
@ou can create folders and %ut documents in them to organi?e various
dataasesH ut this doesn2t decrease the si?e of the dataase*
Archiving frees u% s%ace and im%roves the %erformance of any dataase y
storing documents in another dataase )hen they are old or not in use anymore*
After s%ecifying )hich documents you )ant storedH you can have Notes archive
automatically on a scheduleH or you can archive manually*
$om%act
$om%acting a dataase recovers unused s%ace so the dataase can o%erate
most efficiently* @ou can com%act dataases if they use sim%le encry%tion*
Note BB $om%acting a dataase does not reduce its si?e*
8hen you com%act a local dataaseH Notes may need to ma-e a tem%orary
co%y of it de%ending on necessary internal structural changes* To allo) for that
%ossiilityH you should ma-e sure that there is sufficient dis- s%ace to store the
tem%orary dataase co%y during that %rocess*
$om%acting a dataase retains the read mar-s users see and the e"isting vie) inde"es*
Note BB ,y defaultH com%acting converts /elease ' dataases to the Notes : file format*
To retain /elease ' formatH give the dataase the e"tension *N(' efore you com%act*
To retain /elease 7 formatH give the dataase the e"tension *N(7 efore you com%act*
1* O%en a dataase*
4* $hoose !ile - 5ataase - 9ro%erties*
3* $lic- the Info ta*
- - 65 - -
7* $lic- Y used*
'* If the %ercentage of a dataase in use dro%s elo) <>Y Cit contains more
than 1>Y unused s%aceDH clic- $om%act to com%act the dataase*
If you have troule com%acting your mail dataase that is located on
a serverH as- your administrator to com%act the dataase for you*
/e%lication
A re%lica is defined as an e"act re%roduction* It is %ossile to create and
maintain an e"act re%roduction of your mail fileH )hich e"ists on the 5omino
(erver* This re%lica )ill e created on your home or remote com%uter*
Let us call this com%uter the RremoteS com%uter* The %rocess of u%dating these
t)o re%licas to match each other at any given %oint in time is called /e%lication*
/e%lication )ill %reclude the tedious %rocess of having to do)nload your entire mail file to
your remote com%uter each time you )ant to chec- your e-mail from a remote location*
The mail file )ill already e"ist on your remote com%uterH you need only
do)nload and u%load the most recent changes so that the re%licas on oth your
remote com%uter and the server match.
Access control
;very dataase includes an access control list CA$LDH )hich Notes uses to
determine the level of access users and servers have to a dataase* Levels assigned
to users determine the tas-s that users can %erform on a dataase*
Levels assigned to servers determine )hat information )ithin the dataase
the servers can re%licate*
- - 66 - -
Only someone )ith 3anager access can modify the A$L* The 5esigner and
3anager of the dataase can coordinate to create one or more roles to refine
access to %articular vie)sH formsH sectionsH or fields of a dataase*
!or details on using the Access $ontrol List in dataases that you manage or
designH see Lotus 5omino 5esigner . Hel%*
A$Ls a%%ly only to dataases stored on serversH not dataases stored locally*
If you ma-e a change to a local dataase and re%licate the dataase u% to the serverH
re%lication honors the level of access you have in the A$L on the server*
!or e"am%leH if you have /eader access to a dataase on a server and you add
ne) documents to your local re%lica of the dataaseH your ne) documents )ill not get
added to the dataase )hen you re%licate the local re%lica u% to the server again*
/eader access does not allo) you to create ne) documents* Ho)everH it is
%ossile for dataase designers to enforce a consistent A$L across all re%licas of a
dataaseH so even local dataases )ould honor the A$L*
To vie) the A$L for a dataaseH o%en the dataaseH and choose !ile - 5ataase -
Access $ontrol* (elect a %erson or server in the list to vie) the assigned access level*
To vie) all %eo%le or servers assigned to a %articular level in the A$LH select the
level you )ould li-e to vie) from the I9eo%leH (erversH Grou%sI dro%-do)n list*
/efresh design
/efreshing a design u%dates a dataase )hose design is lin-ed to a master tem%late*
5esign elements that %rohiit design re%lace or refresh are not included in the u%dates*
The 5esigner server tas- automatically synchroni?es all server dataases that are lin-ed to a
tem%late* This server tas- runs y default at 1B>> A*3* !or the u%date to )or-H a tem%late
- - 67 - -
must reside on the same server as the dataases lin-ed to it* /e%licas
synchroni?e )ith the tem%lates stored on their servers*
@ou should manually refresh the design of a dataase )henB
· The dataase is stored locallyM thereforeH the nightly 5esigner server tas-
doesnLt u%date the design*
· @ou )ant to receive design u%dates efore the scheduled u%date*
· @ou donLt have 5esigner access to the dataase*
$om%onents that are refreshed )hen refreshing dataase design
· !ormsH fieldsH form actionsH and event scri%ts
· Vie)sH foldersH and vie) actions
· Agents
· 9ages
· !ramesets
· Navigators
· (hared fields
· All !ile - 5ataase 9ro%erties o" o%tionsH e"ce%t IList as advanced tem%late
in LNe) 5ataaseL dialogI on the 5esign ta
· The o%tions IO%timi?e document tale ma%I and I5onLt su%%ort s%eciali?ed
res%onse hierarchyI on the Advanced ta of the !ile - 5ataase 9ro%erties o"
- - 68 - -
$om%onents that are not refreshed )hen refreshing dataase design
· The dataase icon Cunless the designer disaled the I9rohiit design refresh
or re%lace to modifyI o" in the 5esign 9ro%erties o"D
· The dataase title and category
· The dataase A$L and encry%t dataase settings
· Note that the A$L roles are u%dated C!ile - 5ataase - Access $ontrol - /olesD*
· &sing This 5ataase and Aout This 5ataase documents Cunless the designer disaled the
I9rohiit design refresh or re%lace to modifyI o" in the 5esign 9ro%erties o"D
· Individual elements )hose design is %rotected from u%dates Cthat isH if
I9rohiit design refresh or re%lace to modifyI is selected y the designer on
the 5esign ta of the 5esign 9ro%erties o" for the elementD
· A com%onent )hose tem%lateH s%ecified y the designer in the IInherit from the design
tem%lateI o" on the 5esign ta of the 5esign 9ro%erties o"H is unavailale*
$aution BB An element )ith inheritance set is not re%laced even if its design
is not %rotected from u%dates Cthat isH if I9rohiit design refresh or re%lace
to modifyI is not selected y the designerD*
- - 69 - -
· The IList as advanced tem%late in LNe) 5ataaseL dialogI o%tion on the
5esign ta of the !ile - 5ataase 9ro%erties o"
· All o%tions on the Advanced ta of the !ile - 5ataase 9ro%erties o"H e"ce%t IO%timi?e
document tale ma%I and I5onLt su%%ort s%eciali?ed res%onse hierarchyI*
To refresh to the design of a dataase
1* O%en the dataase to e u%datedH and choose !ile - 5ataase - /efresh 5esign*
4* (elect the Notes server that stores the master tem%lateCsD or select Local if
the master tem%lates are on your )or-stationH and then clic- OG*
3* $lic- @es to confirm*
7* /e%eat (te%s 4 and 3 if other master tem%lates associated )ith the dataase
are stored on other servers*
/e%lace design
/e%lacing the design of a dataase ma-es a dataase identical to a tem%late
and is the only )ay to distriute design changes if the dataase doesnLt inherit its
changes from a master tem%late*
5esign elements that %rohiit design re%lace or refresh are not included in the u%dates*
If you have at least 5esigner accessH you can re%lace the design of a dataase
)ith the design from a tem%late*
$om%onents that are re%laced )hen re%lacing dataase design
- - 70 - -
· !ormsH fieldsH form actionsH and event scri%ts
· 9ages
· Vie)sH foldersH and vie) actions
· Agents
· Navigators
· !ramesets
· (hared fields
· !ile - 5ataase 9ro%erties selectionsH e"ce%t the Iadvanced tem%lateI o%tion
· All o%tions on the 5esign ta of the !ile - 5ataase 9ro%erties o"H e"ce%t
IList as advanced tem%late in LNe) 5ataaseL dialogI
· The o%tions IO%timi?e document tale ma%I and I5onLt su%%ort s%eciali?ed
res%onse hierarchyI on the Advanced ta of the !ile - 5ataase 9ro%erties o"
$om%onents that are not re%laced )hen re%lacing dataase design
· The dataase icon Cunless the designer disaled the I9rohiit design refresh
or re%lace to modifyI o" in the 5esign 9ro%erties o"D
· The dataase title and category
· The dataase A$L and encry%t dataase settings
· Note that the A$L roles are u%dated C!ile - 5ataase - Access $ontrol - /olesD*
- - 71 - -
· &sing This 5ataase and Aout This 5ataase documents Cunless the designer disaled the
I9rohiit design refresh or re%lace to modifyI o" in the 5esign 9ro%erties o"D
· Individual elements )hose design is %rotected from u%dates Cthat isH if
I9rohiit design refresh or re%lace to modifyI is selected y the designer on
the 5esign ta of the 5esign 9ro%erties o" for the elementD
· Individual elements )hose tem%late is inherited Cthat isH if IInherit from the
design tem%lateI is selected y the designer on the 5esign ta of the
5esign 9ro%erties o" for the elementD
$aution BB An element )ith inheritance set is not re%laced even if its design
is not %rotected from u%dates Cthat isH if I9rohiit design refresh or re%lace
to modifyI is not selected y the designerD*
· The IList as advanced tem%late in LNe) 5ataaseL dialogI o%tion on the
5esign ta of the !ile - 5ataase 9ro%erties o"
· All o%tions on the Advanced ta of the !ile - 5ataase 9ro%erties o"H e"ce%t IO%timi?e
document tale ma%I and I5onLt su%%ort s%eciali?ed res%onse hierarchyI
(tationeries
@ou can create stationery )ith te"t or gra%hicsH letterheadH and a reci%ient list
that you can re-use* This is convenient )hen you fre0uently send a messageH such as
a status re%ortH in the same format to the same %eo%le*
- - 72 - -
Auic- /ules
Auic- /ules allo) you to create sim%le rules ased on incoming mail to ta-e an action
on messages )ith s%ecific suFect linesH sender namesH andEor from s%ecified domains*
3ost of the information re0uired to create a Auic-/ule is su%%lied automaticallyH
so that you only need to determine the conditions and actions for the Auic-/ule*
!or e"am%leH you can select one or more conditions to create a rule that )ill
eliminate incoming s%am mail )ith similar conditions*
(ignature
Notes lets you create a %ersonal or a digital signature for your mail* @ou
can create %ersonal signatures from a te"tH HT3LH or image Cgra%hicD file*
The file can e"ist any)here in your o%erating systemH ut you may )ant to
store it in your Notes data folder for convenience*
@ou can have Notes automatically add a signature to all messages that you
sendH or you can add a signature to individual messages )hen you send them*
Once addedH a %ersonal signature is %art of the rich te"t of the messageM you
can select and delete it*
3a-e sure any HT3L file you use is ro)ser-readyH or that any image file C*=9GH *,39 or
*GI!D has the dimensions you )ant* &se HT3L instead of a C%lainD te"t file if you )ant
signature te"t in a %articular format*
&se a te"t file if your messages )ill travel to users of e-mail systems that
can dis%lay only te"t*
Ti% BB @ou can use an animated *GI!* !or etter mail %erformanceH ma-e sure that the
file si?e of the image is not too large*
- - 73 - -
!or greater securityH you can add a digital signature to a message to assure
reci%ients that you are the %erson )ho sent the message*
@ou can have Notes digitally sign all messages that you send or you can sign
individual messages )hen you send them*
Note BB If you ecome a roaming userH and you use a file for your signatureH you still need a
se%arate file on each com%uter you useM the file does not roam*
Out of office
@ou can have Notes automatically re%ly to mail that you receive )hile youLre
out of the office* Notes runs an agent on your home server that sends messages to
the %eo%le )ho send you mailH telling them youLre out and )hen youLre returning*
@ou must have at least ;ditor access to your mail dataaseH and e s%ecified in
the mail %references as its o)nerH to run the out-of office agent*
If you delegate your mail to someoneH they canLt set u% an out-of-office
message for youH so do that efore delegating*
Notes
· The out-of-office message re%lies to mail received on )ee-ends*
· The out-of-office message is not an automatic roadcastM someone must
send you a message in order to see it*
8hile you are goneH Notes sends only one message to each %erson )ho sends you mailH
no matter ho) many messages the %erson sends you*
- - 74 - -
On the return date you s%ecifyH Notes starts sending you daily I8elcome ,ac-I
messages until you disale out-of-office mail*
The I8elcome ,ac-I message includesH for your convenienceH a list of the
%eo%le Notes sent messages to )hile you )ere out*
Ti% BB If you need to see the mail that arrives at your office efore you return thereH consider
setting u% a rule to send a co%y of each incoming message to a different address* Or consider
using 5omino )e access to o%en your mail from the Internet*
- - 75 - -
Other 3eatres
3ail Access Z Through V9N
i* Logon to htt%BEEfl%*relianceada*com
- - 76 - -
ii* ;nter the &sername and Internal %ass)ord
- - 77 - -
iii* These are all the %ortals that can e accessed
- - 78 - -
iv* To enter /eliance A5AG net)or- clic- on /eliance
A5A V9N )hich is sho)n in the aove figure
- - 79 - -
v* After getting connected you can access ;mail
- - 80 - -
vi* No) it is connected to /eliance A5A net)or-
- - 81 - -
5o. to**62.2.2.2.2
5o. to change the pass.ord %
Go to !ile (ecurity user security
i* @ou )ill get the )indo) )hich is as sho)n elo)
- - 82 - -
ii* Ty%e the e"isting %ass)ord and clic- on o-
iii* $lic- on change %ass)ord
iv* Then it )ill %rom%t for %ass)ordH there you ty%e the e"isting %ass)ord
v* Then it )ill %rom%t for ne) %ass)ord )hich is as sho)n elo)
- - 83 - -
vi* ;nter the ne) %ass)ord and re-enter the ne) %ass)ord in the desired
column and then clic- on o-*
Ti% (ince your %ass)ord is stored in your &ser I5H donLt forget to u%date your ac-u% co%ies of
your &ser I5 )ith your ne) %ass)ord*
5o. to change .elcome page
i* O%en the lotus notes
ii* Then clic- on Rclic- here for )elcome %age o%tionsSH )hich is as sho)n elo)
iii* Then you )ill get the )indo) as sho)n elo)
iv* )ith the hel% of dro%do)n list )e can change the )elcome %ageH )hich is as
sho)n in the aove figure
Ti% BB If the 8elcome 9age oo-mar- is not in your !avorite ,oo-mar-s folderH choose !ile -
5ataase - O%en and clic- ,ro)se* Then select ,OOG3A/G*N(! in your 5ata directory and clic-
(elect* $lic- O%en and drag the 8elcome )indo) ta to your !avorite ,oo-mar-s folder*
- - 84 - -
5o. to create ne. folder
Go to $reate !older
i* ;nter the !older name and then clic- on o-
ii* Ne) folder )ill e created
Ti% BB /ight-clic-ing an e"isting folder %rovides you )ith o%tions to deleteH renameH
or change the design of that folder if it is not a shared folder
- - 85 - -
5o. to replicate the mail
Creating Ne. !eplica
i* Go to !ile /e%lication Ne) /e%lica
ii* Then you )ill get the )indo) )hich is as sho)n elo)
- - 86 - -
iii* Give the sever address or I9 in the server column
iv* $hec- Ccreate ImmediatelyD and clic- on more settings
v* Then you )ill get the )indo) )hich is as sho)n elo)
- - 87 - -
vi* $lic- on C,asicsD ta
vii* &nchec- C(cheduled re%lication is enaledD
viii* $hec- C/eceive documents from the server
i"* &nder %referred column give the mail2s server
"* Then clic- o-
"i* And after clic-ing o-H /e%lication )indo) )ill o%en sho)ing the re%lication
of mails from the server to local hard dis-
Ti% To do other )or- )hile you re%licateH you can re%licate a dataase in the
ac-ground )ith the /e%licator %age* The /e%licator %age also %rovides additional
)ays to re%licateH for e"am%leH you can re%licate multi%le dataases at one time*
5o. to create ne. archi/e data2ase
i* Go to Actions Archive (ettings
- - 88 - -
ii* &nder $riteria clic- create
iii* Then you )ill get the ne) )indo)H in thatH give the %ath )here the
archive file is located
iv* Then give the %ath for the log fileH )hich comes under Advanced ta
v* Then clic- o- to save
vi* No) the archive dataase has een created
5o. to archi/e mails
Go to Actions Archive Archive (elected 5ocuments
- - 89 - -
i* @ou )ill get the )indo) )hich is as sho)n elo)
ii* (elect the archive folder in )hich the archiving should e done
iii* Then clic- on o-
- - 90 - -
5o. to chec$ the dis$ space
i* Go to !ile 5ataase 9ro%erties
ii* Then you )ill get the )indo) )hich as sho)n elo)
- - 91 - -
iii* Then select the second CiD ta*
iv* Then you )ill get the )indo) )hich is as sho)n elo)
v* Then clic- CYuserD
vi* Hence the amount of dis- s%ace that the mail has consumed can e determined
5o. to open the mail from the ser/er
i. Go to the )or- s%ace and the right clic- on the em%ty s%ace
- - 92 - -
i* Then ty%e the server name )hich is %ointed out in the figure
- - 93 - -
ii* Then select mail and %ress the C;nterD -ey
iii* Then select the name of the user and clic- o%en
iv* ,y doing thisH user2s mail can e o%ened from the server
Hint BB 8e can also o%en the user2s mail directly y ty%ing the mail file in the
!ilename column
- - 94 - -
5o. to configre the lots notes mail id
i* Go to !ile 3oile Location
ii* Then clic- Ne) and then location )hich is sho)n elo)
- - 95 - -
iii* &nder ,asics enter the Location ty%eH name and ;-mail address
iv* &nder server enter the a%%ro%riate server Chome server and %ass through serverD
for the user* Get the server for the user from the /elianceA5A address oo-
v* &nder %ort select T$9 %ort
- - 96 - -
vi* &nder mail ty%e the mail file of the user and 5omino mail domain as
IN!O$O33 for all the user
vii* &nder Internet ,ro)ser select 3icrosoft Internet ;"%lorer
viii* &nder Advanced select the %ath of the id file )hich is sho)n elo)
i"* Then save and close
- - 97 - -
5o. to set the signatre settings
Go to Ne) 3emo
i* Go to on tools 9reference
ii* Then you )ill get the )indo) )hich is as sho)n elo)
iii* &nder (ignature column ty%e the )ords )hich should a%%ear in the ne)
memo as signature*
- - 98 - -
'loc$ mail from the sender
i* $lic- on /ules )hich is as sho)n in the aove figure
ii* Then you )ill get the )indo) )hich is as sho)n elo)
iii* Then clic- on Ne) /ule
iv* Then you )ill get the )indo) )hich is as sho)n elo)
- - 99 - -
v* In the aove )indo)H under create conditionH s%ecify the rule and then clic- on add
vi* Then the )indo) )ill a%%ear )hich is as sho)n elo)
- - 100 - -
vii* (%ecify the action as delete and then clic- add action
viii*Then your )indo) )ill a%%ear )hich is as sho)n elo)
i"* Then clic- o-
"* No) the mails from the sender imsg[gmail*com )ill e loc- to your mail
5o. to mo/e the mail to the folder atomatically
i* $lic- on /ules )hich is as sho)n in the aove figure
ii* Then you )ill get the )indo) )hich is as sho)n elo)
iii* Then clic- on Ne) /ule
iv* Then you )ill get the )indo) )hich is as sho)n elo)
- - 101 - -
v* In the aove )indo)H under create conditionH s%ecify the rule and then clic- on add
vi* Then the )indo) )ill a%%ear )hich is as sho)n elo)
- - 102 - -
vii* (%ecify the actions as move to folder and then select the folder in )hich the
mail to e sent
viii* Then clic- on add action
i"* Then clic- o-
"* No) the mails from the id imsg[gmail*com )ill move to the folder I3(G
5o. to add a ne. port
i* Go to !ile 9references &ser 9references
ii* @ou )ill get the )indo) )hich is as sho)n elo)
- - 103 - -
iii* &nder %orts ta C)hich is %ointed out in the leftD clic- Ne) C)hich is %ointed
out in the rightD
iv* After clic-ing ne) you )ill get the )indo) )hich is as sho)n elo)
v* Give the name as your )ish
vi* And under drivers choose T$9
vii* And clic- o-*
Note BB The driver should al)ays e T$9 for T$9I9
- - 104 - -
5o. to refresh the design
i* O%en the )or- s%ace
ii* /ight clic- on the %articular mail for )hich the refresh design should e made
iii* !igure is sho)n elo)
iv* Then %oint to the ta )hich is sho)n aove and the enter the server I9 or
addressH )hich is sho)n elo)
- - 105 - -
v* Then %ress OG
vi* Then it )ill %rom%t for the confirmationH )hich is sho) elo)
,y doing this dataase design )ill e refreshed
Note /efreshing the design )ill fi" the issues li-e Rillegal circular errorsH dataase
design corru%tionS
5o. to replace the design
i* O%en the )or- s%ace
ii* /ight clic- on the %articular mail for )hich the refresh design should e made
iii* !igure is sho)n elo)
- - 106 - -
iv* Then you )ill get the )indo) )hich is sho)n elo)
v* ;nter the server I9 or Address
vi* Then select domino )e accessC:D )hich is sho)n the elo) figure
- - 107 - -
vii* Then it )ill as- for the confirmation
viii* $lic- yes
,y doing this the mail design )ill e re%laced
Note BB /e%lacing the design )ill fi" the issues li-e R5ataase corru%tionS
5o. to delete the certificates
i* Go to address oo- on the left side )hich is %ointed out in the figure
ii* Go to advanced and choose connections
iii* @ou )ill get the list of certificates )hich is as sho)n elo)
- - 108 - -
iv* $hec- all the Cnotes cross certificatesD
v* Then you )ill get the )indo) )hich is as sho)n elo)
- - 109 - -
vi* 5elete all the certificates*
vii* And then %ress C!<D function -ey
viii* Then you )ill get the )indo) )hich is as sho)n elo)
i"* 9ress yes to delete all the certificates )hich is sho)n in the aove figure
"* ,y doing this all the notes certificate for the user )ill e deleted
Note BB ,y deleting the certificate )e can fi" the issue li-e Ryour certificate has
e"%iredS
- - 110 - -
5o. to get the deli/ery report
i* Go to ne) memoH )hich is as sho)n in the aove figure
ii* (elect delivery o%tions )hich is sho)n in the aove figure
- - 111 - -
iii* Then select C,asicD ta
iv* Then %oint to 5elivery re%ort and choose Trace entire %ath
v* ,y doing thisH the entire %ath that the message travels )ill e received in the ino"
- - 112 - -
5o. to reco/er the corrpted "rchi/e data2ase
!eco/ering the corrpted archi/e data2ase%
1. O%en the file Rnotes*iniSCin note%adD )hich is y default located in
the RLotus\NotesS folder )here the Lotus client is installed*
4* A%%end the elo) mentioned command at the end of
the file s-i%]fi"u%X1
3* Then from the command %rom%t run the follo)ing
command Incom%actS
(ynta" for that is R$B\Lotus\Notes^ncom%actS
7* After ty%ing the aove synta"H it )ill %rom%t for the
%ass)ord after entering the %ass)ordH -indly hit the ;NT;/
-ey* 8hile ty%ing the %ass)ord no characters are dis%layed*
'* After com%letion of Incom%actI rememer to delete the
aove $ommand Rs-i%]fi"u%X1S from the Inotes*iniI file*
:* Then from the command %rom%t run the follo)ing Infi"u%S
(ynta" for that is R$B\Lotus\Notes^nfi"u%S
Note BB If you see %erforming consistency chec- in the status ar )hile o%ening archive in the
lotus notesH you have to )ait until it gets finishedH after the com%letion of consistency chec- the
archive )ill o%enH in case if it doesn2t o%en you have to do ncom%act and nfi"u%*
- - 113 - -
5o. to ena2le ot of office
i* O%en the ne) memo
ii* Go to tools and select out of office
iii* @ou )ill get the )indo) )hich is as sho)n elo)
- - 114 - -
iv* (elect the dates ta and enter the dates for Cleaving and returningD field
v* Then chec- the ,oo- ,usy time for these dates
vi* After clic-ing ;nale you )ill get the %o%u%
vii* $lic- yes
viii* ,y doing this out of office )ill e enaled for the user
- - 115 - -
5o. to reply .ith history
i6 Open any mail
ii6 Clic$ on reply .ith history
5o. to add tools to the tool2ar
Go to !iles 9reference Toolar 9references
- - 116 - -
i* @ou )ill get the )indo) )hich is as sho)n elo)
ii* Go to customi?e o%tion
iii* 9oint to the tool )hich should a%%ear in the tool ar and clic- on
add utton )hich is %ointed out in the aove figure
iv* And then clic- o-
- - 117 - -
5o. to pdate the /ie.s
i* O%en the mail and go to ino"
ii* =ust %ress ctrlPshiftP!< from your -eyoard
5o. to re2ild the inde(
i* O%en the mail and go to ino"
ii* =ust %ress shiftP!<
Note BB /euilding the inde" resolves the issues li-e R5ocuments has een deletedS
5o. to open the clster mail
i* Go to )or- s%ace
ii* ;nter the server name or server i% )hich is as sho)n in the aove
figure and then clic- o%en
- - 118 - -
iii* Then choose cluster mail and clic- on o%en
iv* Then the users name )ill e dis%layed )hich is as sho)n elo)
v* (elect the name of the user and then clic-
vi* No) the cluster mail for the user )ill o%en
- - 119 - -
5o. to add the ne. ser/er connection
"i* Go to address oo-
"ii* In that clic- on advanced and %oint to connections
- - 120 - -
"iii* 9oint to Ne) and then choose server connection
"iv* @ou )ill get the )indo) )hich is as sho)n elo)
"v* &nder ,asics ta
"vi* $hoose the connection ty%e as local area net)or- and select the T$9I9 %ort
"vii* Give the destination server name )hich is sho)n in the aove figure
"viii* &nder Advanced ta give the destination server address )hich is sho)n in
the aove figure
"i"* Then save and close
""*The ne) server connection )ill e added
Note BB Adding server connection is li-e adding host entry
- - 121 - -
5o. to create a 0rop
vii* Go to ne) and clic- on Grou%
viii* @ou )ill get the )indo) )hich is as sho)n elo)
i"* Give the grou% nameH ty%eH category and descri%tion
"* &nder memers column clic- the one )hich is %ointed out in the aove figure
"i* @ou )ill get the )indo) )hich is as sho)n elo)
- - 122 - -
"ii* 8ith the hel% of the aove )indo) you can add memers for your grou%
Then save and close
Note 8e can create as many grou%s as )e can
"ccess control
Go to !ile 5ataase Access $ontrol
- - 123 - -
i* @ou )ill get the )indo) )hich is as sho)n elo)
ii* In that clic- on Add
iii* @ou )ill get the )indo) )hich is as sho)n elo)
iv* $lic- on the symol )hich is %ointed out in the aove figure
- - 124 - -
v* $hoose the address oo- as /elianceA5A Address ,oo-
vi* And then search the name of the user y ty%ing the last name follo)ed y
the first name
vii* Then clic- on add )hich is as sho)n in the aove figure
- - 125 - -
viii* Then clic- on o-
i"* Then select the user ty%e as 9erson and Access as 3anager
"* Then clic- on o-
Note All A$Ls must include at least one user )ith 3anager access*
- - 126 - -
Access Level Activities Allo)ed
The dataase manager can do anything in a dataaseH
3anager
including change the Access $ontrol List
5ataase designers can do anything in a dataaseH
5esigner including ma-ing changes in the dataase designH ut
e"cluding ma-ing changes in the Access $ontrol List
5ataase editors can add data documents to a dataase
and can ma-e changes in any data document in the
;ditor dataaseH regardless of the documentLs authorshi%*
;ditors cannot change dataase design or the Access
$ontrol List
5ataase authors can create ne) data documents and
they can edit documents they originally created* 8ith
Author certain e"ce%tionsH they cannot edit documents not
authored y themselves* Nor can they ma-e changes in
the dataase design or Access $ontrol List
5ataase readers can read data documents and vie)s
/eader
ut cannot ma-e changes of any -ind in the dataase
5ataase de%ositors can create and save ne) data
documents ut cannot read any documentH including
5e%ositor
their o)n after they close itH nor ma-e changes of any
-ind in the dataase
&sers )ith no access )ill not e allo)ed to o%en a
No Access
dataase at all
- - 127 - -
5o. to change the 2ac$grond color of the Ne. Memo
Go to Ne) 3emo
i* /ight clic- on lan- s%ace in Ne) 3emo
ii* (elect RTe"t 9ro%ertiesS
iii* @ou )ill get the )indo) )hich is as sho)n elo)
iv* (croll do)n the 5ocument and select the R5ocumentS
- - 128 - -
v* (elect the one )hich is %ointed in the aove figure
vi* And choose any color as you li-e
5o. to add 3lag to a mail
i* O%en the mail
ii* (elect the mail )hich u )ant to add the !lag
iii* Then go to !ollo) &%
iv* !rom that choose Add or ;dit !lag
v* Then you )ill get the )indo) )hich is as sho)n elo)
- - 129 - -
vi* !rom the aove )indo) choose the %riority range and clic- o-
- - 130 - -
Possi2le errors and soltion
7 6 Cloc$ synchroni8ation isse
;rrors sna%shotB
/easonB-
(ystem2s time and date is )rong
(olutionB-
i* $hange the date and time
ii* $hange the time ?one to Indian standard time
iii* Then clic- on a%%ly and o-
- - 131 - -
26 9o ha/e different pass.ord on another copy of yor file
;rror sna% shotB
/easonB
8hen multi%le users are using the same id fileH )hen one user had
changed the %ass)ord and this error )ill occur in the other entire id file
(olutionB
Go to !ile (ecurity user security
- - 132 - -
v* @ou )ill get the )indo) )hich is as sho)n elo)
vi* Ty%e the e"isting %ass)ord and clic- on o-
vii* $lic- on change %ass)ord
viii* Then it )ill %rom%t for %ass)ordH there you ty%e the e"isting %ass)ord
i"* Then it )ill %rom%t for ne) %ass)ord )hich is as sho)n elo)
- - 133 - -
"* ;nter the ne) %ass)ord and re-enter the ne) %ass)ord in the desired
column and then clic- on o-*
:6 #ocments has 2een deleted
;rror sna% shotB
/easonB
Inde" is not u%dated
- - 134 - -
(olutionB-
9ress shift P !< in the mail o"H inde" )ill e refreshed
;6 9o do not ha/e re<ired access rights to the sorce data2ase
;rror sna% shotB
/easonB
&ser don2t have access rights
(olutionB
Access rights has to e %rovided
- - 135 - -
- - 136 - -
=6 #is$ >ota ?(ceed
;rror (na%shotB
/easonB
5ataase si?e e"ceeded the allocated limit in server
(olutionB
i* /emove trash mails Guide the user to archive the mails*
ii* Get into fitadmin %ortal to com%act the mail
- - 137 - -
@6 )ots ?rror% 3ile doesnAt e(ist
9ossile /easonB
$ase1B If the mail is not o%ened on )elcome %ageH the issue is in net)or-
or server connection
$ase4B If its occur after o%en ino"H then the issue is in lotus setting
else oo-mar-*nsf Csource !ileD
(olutionsB
$ase1B
Try to %ing and chec- the server is do)nH if it2s not %inging the server is
do)n Trace the %ath through !ile %reference &ser %reference %ort Trace
If its trace the serverH then $reate Ne) %ort
$ase4B
/econfigure the settings
(till no) if e"ist then rename oo-mar-*nsf
!urther e"ist then configure )ith ne) location
B6 "!C5&V?% &nsfficient #is$ Space
;rror (na%shotB
/easonB
Insufficient dis- s%ace in $ or 5 drive for further archiving the mails
- - 138 - -
(olutionB
If there is enough s%ace in availale 5riveH then transfer the archive to that drive
C6 -na2le to get #efalt Name
;rror (na%shot:
- - 139 - -
/easonB
Issue may e in settings or more than one co%y may e created )ith same name
(olutionB
i* If more than one location is created Hdelete all and create ne) location
ii* If setting is not %erfect Hthen reconfigure lotus settings
D6 3ile #oesnAt ?(ist% Calendar profile
;rror (na%shotB
- - 140 - -
/easonB
Issue )ith %rofile setting -Notes source files C,oo-mar-*nsfD
(olutionB
/ename the oo-mar-
706 3ile Cannot 2e created
;rror (na%shotB
- - 141 - -
/easonB
Tem%orary cache !ile issue
(olutionB
5elete $ache*nd- and reo%en lotus
776 &n/alid or None(istent #ocment
;rror sna% shotB
/easonB
Archived documents are not %ro%erly %laced in local hard disc
- - 142 - -
(olutionB
/efresh designH if the issue %ersist then /e%lace design
726 )in$ #ocment Cannot 2e 3ond
;rror (na%shotB
- - 143 - -
/easonB
Lotus (etting is not %ro%er
(olutionB
/econfigure lotus settings
7:6 Notes ?rror% &sse .ith 'asics Setting
;rror (na% shotB
/easonB
,asic settings is not %ro%er
- - 144 - -
(olutionB
/econfigure the ,asics settings
7;6 )ots not opening
;rror sna%shotB
(or)
/easonsB
T)o or more lotus %rocess runs at a time or shortcut is not )or-ing %ro%erly
- - 145 - -
(olutionB
i* If more than one %rocess runs at a timeH end u% all the %rocesses* leaving one
at a timeH it can e done manually else or run -ill notes soft)are
ii* If issue is in shortcut Hdelete the des-to% shortcut and create a shortcut
directly from notes*e"e or nlnotes*e"e
- - 146 - -
7=6 !emote ser/er is not a $no.n TCP/&P 5ost
;rror sna%shotB
/easonB
(erver connection is )rong
(olutionB
Add the %erfect server connection
7@6 Choose ser/er to search
;rror sna%shotB
- - 147 - -
/easonB
Issue may e due to mail fileH server setting or %ass)ord e"%ired* it can
e found y o%ening dataase from )or-s%ace*
(olutionB
If the issue is in mail fileB
`
If the issue is in %ass)ordB
- - 148 - -
7B6 ?(ecte Secrity alert
;rror sna%shotB
/easonB
Authori?ing the user to authenticate using lotus
SolutionB
$lic- the last o%tion to trust the user
- - 149 - -
7C6 -na2le to find path to ser/er
;rror (na%shotB
/easonB
&nale to connect to server
(olutionB
Add the e"act server connection in server settings
7D6 -na2le to trace the path
;rror (na%shotB
/easonB
&nale to connect the server through %ort or server connection is )rong
- - 150 - -
(olutionB
9ing the serverM if its %inging then create a ne) %ort else
correct the server settings
EorF
206 ?rror "ccessing archi/e information
;rror sna% shotB
/easonB
Issue )ith cache*nd- file and source file C,oo-mar-*nsfD
- - 151 - -
(olutionB
5elete cache*nd- and rename oo-mar-
276 No mails in in2o(
;rror sna%shotB
/easonB
8rong server setting in lotus
(olutionB
Add the %erfect server connection
- - 152 - -
226 Not athori8ed to perform that operation
;rror sna%shotB
/easonsB
1* Issue may e in server settings or mail file*
4* If more than one location is created )ith the same name*
(olutionB
- - 153 - -
COrD
2:6 9o cannot open an &nternet Messaging pro(y data2ase on a remote ser/er
;rror sna%shotB
/easonB
Ty%e mismatch in the %ro%erties of the dataase
/esolutionB
i* O%en the dataase %ro%erties
ii* $hoose the ty%e as 3ailo" or standard )hich is sho)n in the aove figure
- - 154 - -
2;6 This data2ase cannot 2e read de to an in/alid on dis$ strctre
;rror sna%shotB
CorD
/easonB
9rolem e"ists )ith the dataase
/esolutionB
- - 155 - -
a* O%en the )or-s%ace right clic- Ino" 5ataase /e%lace 5esign
* Then you )ill get the )indo) )hich is sho)n elo)
c* ;nter the server I9 or Address
d* Then select domino )e accessC:D )hich is sho)n the elo) figure
e* Then it )ill as- for the confirmation
f* $lic- yes
,y doing this the mail design )ill e re%laced
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2=6 Variant does not contain an o2Gect
;rror (na%shotB
/easonB
9rolem e"ists )ith the dataase
/esolutionB
1* O%en the )or-s%ace right clic- Ino" 5ataase /e%lace 5esign
4* Then you )ill get the )indo) )hich is sho)n elo)
3* ;nter the server I9 or Address
7* Then select domino )e accessC:D )hich is sho)n the elo) figure
'* Then it )ill as- for the confirmation
:* $lic- yes
,y doing this the mail design )ill e re%laced
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- - 158 - -
2@6 "rchi/eH3ile cannot 2e created
;rror sna%shotB
/easonB
Issue )ith archive settings
(olutionB
/econfigure the archive settings
- - 159 - -
2B6 #plicate P2lic Name CM?MOO'1?CT in -S? modle Core ?mailClasses
;rror sna%shotB
/easonB
Issue )ith dataase settings
/esolutionB
i* O%en the )or- s%ace
ii* /ight clic- on the %articular mail for )hich the refresh design
should e made
2C6 ?rror dring main dictionary spells initiali8ation
;rror sna%shotB
ReasonB
Issue )ith dictionary s%ells initiali?ation
/esolutionB
$o%y and %aste the file &G*dicH &(*dicH &(;/*dic files in 5ATA folder of LOT&(
56.dic 5s.dic 5ser.dic
- - 160 - -
4<* &nale to access data directory
o *ol#tion= Notes6ini needs to e reconfi!#red.
 $o to 5%InotesIdata and open the Notes6ini file
 2lick on Edit the ReplaceC
/extD Type in 5=EnotesEdata in the 3ind .hat% field and 9=EnotesEdata in the
!eplace .ith% field6 2lick Replace All. *ave all chan!es and close o#t of notes.
Reopen application.
xi. Replacin! 'esi!n
, When and why wo#ld yo# replace the desi!nF
, What iss#es can e resolved y replacin! the desi!nF
Restorin! Missin! >older &iew %anel
 Replace 'esi!n vs. Refresh 'esi!n
o Replacin! 'esi!n= This will act#ally p#ll the desi!n7template from the
mail server.
o Refreshin! 'esi!n= This will refresh the desi!n7template that is stored in
Pernames6ntf6
 Restorin! the des$top@6nd$
o Step 7% 2onnect to the #sers %2.
o Step 2% $o into the #sers 'ata folder 8h=EnotesEdata;
o Step :% locate #es$top6ds$ fileD ri!ht click on it and !o to %roperties.
2lick on the %revio#s &ersions ta. 8/ote= We can restore A/G file #p
to - days efore !ettin! it off the tape; 8see elow;
o Step ;% 2opy the file onto the #sers desktop. 8see elow
Step =% '" /"T delete des$top@6nd$J Rename it to des$top@Kold6nd$ file in the #sers 'ata
folder.
Step @% >rom the #sers desktop 2#t and %aste the des$top@6nd$ file into the data folder. 9ave
#ser start #p /otes.
Shortcuts for Lotus Notes ::
Li-e other a%%licationsH Lotus Notes utili?es -eyoard shortcuts to allo) users
to %erform tas-s 0uic-ly* &sing the -eyoardH instead of the mouseH to invo-e
commands and functions can save timeH %articularly for users )ho are %roficient
)ith using the -eyoard* The follo)ing tale lists the most commonly used
-eyoard shortcuts for Notes on oth 8indo)s and A%%le 3acintosh
(hortcut !or )indo)s
Get hel% on current features !1
Go to ne"t document in the vie) (hift P ;nter
Go to %revious document in the vie) (hift P ,ac-s%ace
$reate a mail memo $trl P 3
9rint the selected document $trl P 9
(elect all contents of a document $trl P A
(elect te"t to end of current line (hift P ;nd
(elect test to eginning of current line (hift P Home
;nlarge selected te"t to ne"t availale %oint si?e !4
/educe selected te"t to ne"t availale %oint si?e (hift P !4
!ormat %aragra%hs CmarginsH tasH etcD $trl P =
!ormat te"t CfontH si?eH colorH etcD $trl P G
Indent entire %aragra%h !6
Indent the first line in a %aragra%h !.
Outdent entire %aragra%h (hift P !6
Outdent first line in a %aragra%h (hift P !.
!ind and re%lace $trl P !
Insert %age rea- $trl P (hift P L
=um% to eginning of ne"t )ord $trl P
=um% to eginning of current )ord $trl P 
&ndo last action $trlP Q
- - 161 - -
/efresh vie)s in current dataase !<
(ho)Ehide ruler $trl P /
Access oo-mar-s Alt P ,
Access menu ar Alt or !1>
Access the search menu (hift P Alt P (
O%en a Notes dataase $trl P O
Access the 8e &/L field $trl P L
;"it Notes Alt P !7 or $trl P A
O%en and close %ro%erties o" Alt P ;nter
;"%and a colla%sed vie) P
;"%and a colla%sed vie) )ith su-sections W
$olla%se an e"%anded vie) -
!ind te"t $trl P G
Go to ne"t selected document !3
Go to ne"t unread document !7
3ove to the far right of a vie) ;nd
3ove to the far left of a vie) Home
3ove to the ottom of a vie) $trl P ;nd
3ove to the to% of a vie) $trl P Home
O%en the selected document or vie) ;nter
(elect or deselect the selected document (%ace
(elect all documents $trl P A
Toggle et)een the read and unread mar- of a Insert
message
&%date the vie)s $trl P (hift P !<
/euild Inde" (hift P !<
- - 162 - -
5seful Lin6s7
http://www.sperd.net/trc/lotustraining/
http://www.techtutorials.info/lotusnote.html
http://lotus-notes-tutorial.qarchive.org/
http://www.notesdesign.com/ndhtml/ndtutor.htm
http://domino.tipjunction.com/tipsandtricks/
- - 163 - -
%FT4):)D
Lotus Notes & ?uide 3= Team I",?@ C!ennai.
To en!ance and complete =our learning e;perience@ 1e invite =ou to visit our
6no1ledge 3ase 1e3 site at !ttp7AAimsg.cr3po.com
:e !ope =ou enBo= t!e 3oo6 and t!e 1e3site@ and 1e trust t!at =ou 1ill
em3race t!e La1s of Lotus Notes.
I !ope =ou !ave enBo=ed learning a3out Lotus Notes. "ore important@ I
!ope t!e= 1ill !elp =ou understand !o1 t!ings 1or6 in lotus notes.
T!an6s to our "anagers [ "rs. ?eet!a ,anumant!= & "r. ,ures!6umar
Veerarag!avan ]@ 1!o !elped us to T!in6 T!roug!@ "otivated and Drive t!roug!&
out t!is ProBect.
Cour feed3ac6 on t!is su3Bect is 1elcome@ send it across to
t!e 3elo1 email ID. ,ures!."ano!aranDrelianceada.com
T!an6 =ou.
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Blank Page
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