IBM Lotus Notes 8.5 User Guide

IBM Lotus Notes 8.5 User Guide
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Table of Contents
Sample Chapters
  • Understand and master the features of Lotus Notes and put them to work in your business quickly
  • Contains comprehensive coverage of new Lotus Notes 8.5 features
  • Includes easy-to-follow real-world examples with plenty of screenshots to clearly demonstrate how to get the most out of Lotus Notes
  • Packed with expert tips and best practices, for using business e-mail, calendars and other Lotus Notes applications for efficient business communication

Book Details

Language : English
Paperback : 296 pages [ 235mm x 191mm ]
Release Date : August 2010
ISBN : 1849680205
ISBN 13 : 9781849680202
Author(s) : Karen Hooper
Topics and Technologies : All Books, Other, Enterprise, IBM

Table of Contents

Chapter 1: First Impressions (The Client Interface)
Chapter 2: To Chat or Not to Chat: Lotus Sametime
Chapter 3: Feeds
Chapter 4: Working with Widgets
Chapter 5: Mastering Lotus Notes Mail
Chapter 6: Lotus Notes Mail Tools
Chapter 7: Managing Contacts
Chapter 8: Calendar and To Dos
Chapter 9: Working with Lotus Notes Applications
Chapter 10: Working Remotely (Replication/Synchronization)
Chapter 11: Symphony
  • Chapter 1: First Impressions (The Client Interface)
    • Starting Lotus Notes—start your engines
      • Password prompt
    • Closing Lotus Notes
    • Exploring the interface—where, what, and how
    • Window tabs
    • Open List—better known as the button that says "Open"
    • Thumbnails
    • Homepage
      • Shortcuts
    • Toolbars
      • Search toolbar
        • Search preferences
    • SideBar
    • Lotus Notes browser
    • Preferences
    • Summary
  • Chapter 2: To Chat or Not to Chat: Lotus Sametime
    • What is Sametime
    • How to use Sametime
      • Understanding availability status
      • Adding Sametime contacts
      • Chatting with contacts
      • Multi-way chat
      • Chat window options
    • Setting Sametime preferences
      • Chat History
      • Chat Window preferences
      • Chat Notification preferences
    • Sametime help
    • Summary
  • Chapter 3: Feeds
    • Adding feeds
      • Feeds sidebar panel
      • Indentifying feed-enabled websites
      • Adding feeds to Lotus Notes
    • Reading feeds
    • Managing feeds
    • Summary
  • Chapter 4: Working with Widgets
    • Widgets do what!
    • Widgets are where
    • Adding widgets
      • Adding a Gas Price widget from the IBM Greenhouse catalog
      • Adding a Digg iPhone application from a web page
        • Adding a Currency Converter from the Google Gadget directory
    • Widget options
    • Exploring Live Text
      • Live Text preferences
    • Summary
  • Chapter 5: Mastering Lotus Notes Mail
    • Accessing mail in Lotus Notes
    • Creating and replying to messages
      • Creating a message
        • Message actions
        • Delivery options
      • Replying to messages
    • Addressing messages
      • How to address a message
      • Protecting names in To, Cc, and Bcc fields
        • Prevent the expansion of personal groups
    • Formatting messages
      • Using the Permanent Pen and Highlighter Pen
        • Changing the Permanent Pen font and color
      • Dragging and dropping text
      • Shortcut keys in Lotus Notes
      • Further formatting options
    • Attachments
      • Adding attachments to messages or documents
      • Working with attachments
        • Opening attachments: Open button
        • Editing attachments: Edit button
        • Viewing attachments: View button
        • Saving attachments: Save button
        • Working with multiple attachments
        • Printing attachments
    • Viewing mail
      • Preview pane
      • Conversations
        • Viewing conversations
        • Deleting a conversation
        • Turning off conversations
      • Viewing unread mail
      • How to mark a message as Unread or Read
    • Managing mail with folders
      • Creating a folder
      • Renaming and removing folders
      • Selecting messages
        • Selecting one or more messages or documents
      • Filing messages
        • Finding filed messages
    • Mail icons
    • Spell check
    • Subject warning
    • Adding a signature to messages
    • Deleting messages and restoring from Trash
    • Summary
  • Chapter 6: Lotus Notes Mail Tools
    • Senders' Colors and Recipient Icons
      • Specifying colors that identify senders
      • Displaying icons that identify your recipient level
    • Collaboration history
      • Viewing collaboration history for a person
    • Finding available time
    • Copy Into Tool
    • Follow Up feature
      • Flagging messages for follow up
      • Quick Flag
        • Setting Follow Up Preferences for the Quick Flag option
      • Follow Up view and Mini view
      • Allowing delegates to add follow up flags when managing our mail
      • Removing flags
    • Stationery
      • Creating stationery
      • Editing, renaming, or deleting stationery
      • How to use stationery
        • Bookmarking stationery
    • Message recall
      • How to recall a message
    • Spell check
      • Enabling spell check for messages
        • Performing a manual spell check
        • Performing spell check as we type (Instant Spell check)
        • Performing an automatic spell check
      • Setting spell check preferences
    • Out of office
      • Enabling the Out of Office feature
      • How to disable the Out of Office feature (if necessary)
    • Junk mail
      • Managing junk mails
    • Rules
      • Creating a quick rule
      • Creating a rule
    • Mail size indicators and quotas
      • Hints on reducing the size of our mail
    • Archiving
      • Setting up archiving
    • Mail preferences
      • Letterhead
    • Context menu (right-click menu)
    • Adding tables and sections
      • Tables
      • Sections
    • Printing documents
      • What to Print section
    • Summary
  • Chapter 7: Managing Contacts
    • Opening contacts
    • Touring contacts
      • Show options
      • Contact view actions
    • Adding, editing, and synchronizing contacts
      • Adding contacts
      • Editing contacts
      • Synchronizing contacts
    • Importing and exporting contacts
      • Forwarding contacts as vCards
      • Importing a vCard
      • Importing contacts
      • Exporting contacts
    • Managing groups
    • Contact preferences
    • Allowing delegates to access our contacts
    • Printing contacts
      • Printing contact entries as labels
      • Printing a contact or group
      • Printing the Contacts view
    • Summary
  • Chapter 8: Calendar and To Dos
    • Calendar tour
      • Opening the Calendar
      • Calendar side navigator
        • Calendar Picker
        • Calendar Views
        • MiniView
      • Preview, Filter, and Summary options
        • Preview options
        • Filter options
        • Summary options
        • Calendar Footer
      • Calendar view action buttons
        • New action button
        • More action button
    • Adding to our calendar
      • Creating a calendar entry
    • Repeating appointments
      • Changing dates on repeating calendar entries
    • Responding to meeting invitations
      • Responding to an invitation
        • Delegating, declining an invitation and setting decline/delegate preferences
    • Creating meetings
      • Scheduling a meeting
      • Creating meeting shortcut in mail
      • Reserving rooms and resources
      • Finding available time with the scheduler
        • Scheduler: Details
        • Scheduler: Summary section
    • Managing meetings—be the chair!
      • Checking if invitees are attending: View Invitee Status
      • Sending a message to invitees
      • Rescheduling meetings and cancelling meetings
      • Adding or removing additional invitees
    • Calendar preferences
      • Managing calendar notices (invites and responses) in mail
      • Automatic processing of invitations
      • Setting our free time (availability) schedule
        • Setting our available hours
      • Unprocessed and cancelled meeting preferences
      • Default options
      • Alarms
      • Colors
      • Delegating access to mail, calendar, To Do list, and contacts
      • Setting defaults for room and resource reservations
    • Rooms and resources
      • Automatic reminder notices for booked rooms
  • Printing the calendar
  • Calendar tools
    • Importing Holidays feature
    • Opening another person's calendar
    • Calendar cleanup tool
    • Managing imported calendars
    • Overlaying another person's calendar
  • Group calendars
    • Creating group calendars
  • To Dos
    • To Do side navigator
    • To Do action buttons
    • Creating To Dos
    • Assigning To Dos to others
    • Marking To Dos complete
  • Summary
  • Chapter 9: Working with Lotus Notes Applications
    • What is a Lotus Notes application
      • Application examples
      • Examples of standard template applications
      • Local (PC or laptop) applications
      • Template and application information
    • Creating an application from a template
    • Application properties
    • Changing application security
    • Opening applications
      • Bookmarking an application
    • Links
      • Creating a link to a document, view, folder, or application
      • Copying a view and pasting it as a table
    • Summary
  • Chapter 10: Working Remotely (Replication/Synchronization)
    • Working offline in Lotus Notes
      • Replica
      • Replication (Synchronize)
      • Replication and Sync page
      • Locations
      • Connection documents
      • ID file
      • Mobile directory
      • Outgoing mail application
    • Preparing to work remotely
    • Enabling an application to be accessible offline (Creating Local Replicas)
    • Changing and managing locations
      • Identifying our location in Lotus Notes
      • Creating a location
    • Keeping applications synchronized
      • Replicating (synchronizing) mail, calendar, and To Dos
      • Replicating (synchronizing) all applications including mail
      • Replicating an individual application
      • Replicating when shutting down or starting up Lotus Notes
      • Managing replication via the Replication and Sync page
      • Setting a replication schedule
    • Summary
  • Chapter 11: Symphony
    • What is Lotus Symphony
    • Documents overview
    • Spreadsheet overview
    • Presentation overview
    • Creating documents, spreadsheets, and presentations
      • Opening Symphony files
      • Saving Symphony files
      • Symphony toolbar/menu options
      • Symphony properties
      • Symphony status bar settings
    • Formatting options
      • Symphony shortcuts
    • Template organizer
      • Creating a presentation from a template in the default library
    • File recovery
    • Exporting to PDF
    • Printing
    • Summary
    • Conclusion

Karen Hooper

Karen Hooper is a member of the Dr Notes Solutions team and is an IBM Certified Instructor and Lotus Notes consultant. Karen has over 13 years experience with Lotus Notes and Domino. In that time Karen has been involved in several major upgrade projects and company wide training initiatives. She is responsible for customizing and producing training material for several organizations. Karen is also a technical trainer in both Domino System Administration and Development. Her passion is to empower people to be more productive and she has seen thousands of people benefit from her style of training. Karen lives in Melbourne, Australia with her husband Steve. They are blessed with two children Zac and Zoe and two Cavoodles, Jess and Bella.

Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


- 1 submitted: last submission 03 Feb 2014

Errata type: Typo | Page number: 76 | Errata date:11/02/2011

Please describe the errata.: points 3 and 4 related with picture are switched.

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Become more productive by customizing Lotus Notes preferences
  • Explore Sametime features and start using them instantly
  • Set up, read, and manage RSS Feeds in Lotus Notes
  • Quickly access and customize Widgets to your preferences
  • Ease your way to efficient mail management by using new and advanced features
  • Organize, add, import, export, and manage contacts and groups
  • Effectively co-ordinate with co workers and even find a meeting room using the calendar
  • Master Lotus Notes applications with real-world examples
  • Discover tips to work remotely with Lotus Notes
  • Wow your colleagues by using the office suite—Symphony

In Detail

IBM Lotus Notes is an integrated desktop client option providing security-rich e-mail and calendar capabilities with a powerful platform for collaborative business applications. Lotus Notes enables you to take your business communications to a new level efficiently, quickly and productively. Many of us use Lotus Notes in our work on a daily basis and being able to use it more efficiently and smartly will benefit our hectic work lives. This exciting user guide enables business users to master all these aspects simply and effectively.

This book provides comprehensive coverage of Lotus Notes in its entirety. It is easy to follow the instructions as they come with clear explanations and screenshots. This book will introduce the important features of Lotus Notes and at the same time give business users a deeper and clearer understanding of basic functionality, providing the answers to many questions that are encountered while sending mails, using calendars, and working with Lotus Notes applications.

This practical, hands-on user guide shows you how to master all of the new features of Lotus Notes 8.5. This book begins by exploring the client interface of Lotus Notes including the Open List, the Home Page, the Side Bar, as well as many other options. You will see how Sametime facilitates instant communication, and how to get the most out of it. Widgets— small applications that you can install in the Lotus Notes side bar— such as LinkedIn, Google Maps, World clocks, Wikipedia search, and more are discussed at length, enabling you to access valuable information and also customize the widgets quickly.

Messaging is covered in detail, with many time saving features explored. You will learn how to manage your Contacts, and even offer access to others as required. Moving ahead, you will see how calendars can be used to manage time effectively, especially with meetings. Next you will explore Notes applications, and how to work remotely with Lotus Notes. Finally, we introduce Symphony, which is an office suite that is included in Lotus Notes. By following the practical, real-world examples, you will successfully master Lotus Notes and be able to get the most out of this diverse application.


A compact Lotus Notes User Guide, this book covers best practices, hints, tips, and tricks of Lotus Notes 8.5. It draws on real-world examples and you will find this book to be an invaluable reference for Lotus Notes. There are significant changes from the earlier versions of Lotus Notes to the current version of 8.5 and this book covers the new features in detail so that you will be able to take advantage of them. However, this book also covers key features from earlier versions, which have stood the test of time.

Who this book is for

If you are a business user who wants to get the most out of Lotus Notes, then this book is for you. From beginners to seasoned professionals, this book aims to cover the features, best practices, tips, tricks, and tools that enable you to work smarter—almost effortlessly—in Lotus Notes 8.5.

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