Lotus Sametime and Lotus Sametime Advanced Task Reference

Lotus Lotus Sametime
®

Version 8

Version 8

Lotus Sametime Advanced, Version 8
Lotus Sametime 8 Task Reference

SC23-9609-00

Note
Before using this information and the product it supports, read the information in ″Notices.″

Edition notice
This edition applies to version 8.0 of IBM Lotus Sametime Advanced (program number 5724-S90) and to all
subsequent releases and modifications until otherwise indicated in new editions.
© Copyright International Business Machines Corporation 2008. All rights reserved.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.

Contents
Sametime 8 Task Reference . . . . . . 1 Trademarks . . . . . . . . . . . . . . 25

Notices . . . . . . . . . . . . . . 23

© Copyright IBM Corp. 2008 iii

iv Lotus Sametime: Lotus Sametime 8 Task Reference

Sametime 8 Task Reference
Quickly find any task and how to get started doing it in IBM® Lotus® Sametime® 8
and IBM Lotus Sametime Advanced 8.

IBM Lotus Sametime Standard 8

The following tables describe how to work with the Lotus Sametime Standard 8
software.

Get started

Use the information in this table to get started.

How do I....? Do this...
Log in for the first time. Select Lotus Sametime Connect 8 from your
Note: This logs you in to your default computer’s Start menu.
server community.
Log in to additional server communities. Click File → Log In and select the
community to which you want to log in or
click All to log in to all of your server
communities at once.
Log in as a different user. Click File → Preferences and then click
Note: This procedure replaces the current Server Communities in the navigator. Click
contact list and server communities with Reset User.
yours.
Start the Lotus Sametime Connect client In the Lotus Sametime Connect client or chat
automatically whenever I turn on my window, click File → Preferences and then
computer. click Contact List in the navigator. Select
Launch Sametime at system startup.
Log out. Click File → Log Out and then click All to
log out of all your server communities at
once or click the community from which you
want to log out.
Exit. Click File → Exit.
Optimize the Lotus Sametime Connect client Click File → Preferences and then click
for accessibility. Accessibility in the navigator. Select all of
the accessibility options.
Select the language in which to display the Click File → Preferences and then click
user interface and Help. Language in the navigator. Select the
language.
Change the language dictionary to use for Click File → Preferences and then click Spell
spell checking. Checking in the navigator. Select the
language.
Note: If the language you want is not
available in the list, you’ll need to install the
language dictionaries from the optional
plug-in update site. Click Tools → Plug-ins →
Check for Optional Plug-ins to find and
install these plug-ins. If the Optional plug-in
site is not available, see your administrator.

© Copyright IBM Corp. 2008 1

Keep the Lotus Sametime Connect client Click View → Always on Top.
window on top of all my other applications.
Hide my contact list window to the system Click File → Preferences and then click
tray when it is minimized. Contact List in the navigator.
Show or hide my Lotus Sametime Connect Click View → Application panels and then
client application (plug-in) panels. select the application panels you want to
show.
Save or print a screen capture of a portion Click Tools → Screen Capture.
of my screen.
Get notified whenever my network Click File → Preferences and then click
connection is lost. Contact List in the navigator.
Change my availability status for a specific Click the availability status icon for a
server community. community at the top of the Lotus Sametime
Connect client window and then select a
status.
Change my availability status for all my Click Tools → Set Availability and then
server communities. select a status.
Automatically change my availability status Click File → Preferences and then click
to another status in certain situations, such Auto-Status changes.
as when I do not touch my keyboard for a
certain amount of time.
Edit my availability status message for a Click the availability status icon for a
specific server community. community at the top of the Lotus Sametime
Connect client window and then click Edit
Status Message.
Edit my availability status messages for all In the Lotus Sametime Connect client or the
my server communities. chat window, click Tools → Edit Status
Message.
Set who sees my name on their contact list Click Tools → Privacy and then click the
when I am online. When I am online tab. Select Enable this
list to control who can see you when you’re
online and add names to include or exclude
from this privacy list.
Set who can see my name on their contact Click Tools → Privacy and then click the
list when my availability status is ″Do Not When I am on Do Not Disturb tab. Select
Disturb.″ Enable the following people to see me as
Available even when my status is set to Do
Not Disturb and add names to include or
exclude from this privacy list.
Add server communities. Click File → New → Server Community.
Work with my server communities: Click File → Manage Communities and then
v Remove a server community. select a server community with which to
work.
v Manage my server communities.
v Edit my server community settings.
v Set preferences for my server
communities.
Set or update my geographic location so Click File → Preferences and then click
others know where I am and how to contact Geographic Location in the navigator.
me.

2 Lotus Sametime: Lotus Sametime 8 Task Reference

Make my geographic location information Click File → Preferences and then click
available for others to see on their Geographic Location in the navigator. Select
computers. Share my geographic location with others.
Display or hide my geographic location Click View → Show → My Status Toolbar.
information on my Lotus Sametime Connect Clear this setting to hide your geographic
client. location information.
Note: If you hide your geographic location
information, others can still see it on their
computers as long as you set your
Geographic Location preferences to share
your geographic location information.
Set preferences for all my geographic Click File → Preferences and then click
locations. Geographic Location in the navigator.
Set how I want to be notified of a variety of Click File → Preferences and then click
events, such as when I receive a call, an Notifications in the navigator.
invitation, or an announcement.
Install new plug-ins. Click Tools → Plug-ins → Install Plug-ins.
Automatically check for new plug-ins Click File → Preferences and then click
whenever I start my Lotus Sametime Contact List in the navigator.
Connect client.
Check to see if any optional plug-ins are Click Tools → Plug-ins → Check for Optional
available to install. Plug-ins.
Configure my installed plug-ins. Click Tools → Plug-ins → Manage Plug-ins.
Migrate my installed plug-ins from another Click Tools → Plug-ins → Migrate Features.
version of Lotus Sametime.
Uninstall one or more of my plug-ins. Click Tools → Plug-ins → Manage Plug-ins.
Select the plug-in you want to uninstall and
then click Uninstall.

Contacts

Use the information in this table to work with contacts.

How do I...? Do this...
Add contacts to my contact list. Click File → New → Contact.
Create nicknames for contacts on my contact Click a contact’s name and then click Edit →
list. Edit Nickname.
Note: Nicknames display only on your own
computer, wherever a name appears, such as
on your contact list or in a chat window.
Other people cannot see the nicknames you
create.
Display my contacts with short names Click View → Short Names. Clear this
(names without their server addresses) or setting to show full names.
full names (names with their server
addresses).
Move a contact on my contact list. Click and drag a contact’s name to move it
Note: You cannot move contacts within or within or between personal groups.
between public groups.
Remove a contact from my contact list. Click a contact’s name and then click Edit →
Remove from Contact List.

Sametime 8 Task Reference 3

Reduce the number of contacts on my Click Tools → Clean Contact List.
contact list by removing specific contacts or
those with whom I rarely or never chat.
Alphabetically sort the contact names on my Click View → Contacts Alphabetically.
contact list.
Display only online contacts or both online Click View → Online Only. Clear this setting
and offline contacts on my contact list. to show all contacts.
Show contacts in my contact list for specific Click View → Server Communities and then
server communities. select one or more server communities. Clear
this setting to hide the display of contacts
for specific server communities.
Expand and collapse the display of contacts Click View → Expand/Collapse.
on my contact list.
Add a personal group to my contact list. Click File → New → Group and select Add a
new personal group.
Add a public group to my contact list. Click File → New → Group and select Search
for a public group.
Edit the name of a personal group on my Click the name of a personal group on your
contact list. contact list and then click Edit → Rename
Note: You cannot edit the names of public Group.
groups.
Show both online and offline members of Click the name of the public group whose
the public groups on my contact list. members you want to display and then click
View → Show Group Content.
Alphabetically sort the group names on my Click View → Groups Alphabetically.
contact list.
Remove a group from my contact list. Click the group name and then click Edit →
Remove from Contact List.
Work with my contact list: Click File → Preferences and then click
v Select the font to use to display my Contact List in the navigator.
contact list group and contact names.
v Hide the names on my contact list
whenever I’m offline.
v Display icons representing my contacts’
server communities beneath each of their
availability status icons.
v Select the transparency of the server
community icons displayed beneath each
of my contact’s availability status icons.
v Show the business card information for a
contact when my mouse hovers over their
name on my contact list.
v Reconcile the local copy of my contact list
with the version stored on the server if
they become out-of-synch.
Send an announcement to one or more Click the names of one or more contacts and
contacts on my contact list. then click Tools → Send → Announcement.
Send an e-mail to one or more contacts on Click the names of one or more contacts and
my contact list. then click Tools → Send → E-mail.
Send a file to one or more contacts on my Click the names of one or more contacts and
contact list. then click Tools → Send → File.


Import a contact list from a server or file to Click File → Import Contact List.
add the names to my existing contact list or
to replace my existing contact list.
Export my contact list from one or all of my Click File → Export Contact List.
server communities to a file.
Set a one-time alert so that I am notified Click a contact’s name and then click Tools
when a contact comes online and is → Alerts → Alert me when available.
available.
Work with alerts set for individual contacts: Click one or more contacts’ names with an
v Set a one-time or recurring alert for a alert and then click Tools → Alerts → Alert
contact so that I am notified when the Me When.
contact becomes available, unavailable, or
goes offline.
v Modify an existing alert set for a contact.
v Remove an existing alert set for a contact.
v Select alerts to remove from one or more
contacts.
v Remove all alerts set for one or more
contacts.
Get alerted whenever I add a new contact to Click File → Preferences and then click
my contact list. Contact List in the navigator.
Get alerted whenever I start a chat or other Click File → Preferences and the click
events with groups larger than a specified Contact List in the navigator.
number of people.

Text chats

Use the information in this table to work with text chats.

Start a text chat with someone on my Double-click a contact’s name
contact list.
Start a text chat with someone not on my In the Type a name or phone number field
contact list. at the top of your Lotus Sametime Connect
client, type the name of the person with
whom you want to chat. When you find the
name, click it.
Invite others to a chat. In the chat window, click Tools → Invite
Others.
Respond to an invitation to join a chat. In the chat invitation window, click Join the
Chat.
Leave a chat. In the chat window, click File → Close.
Specify how to alert me when I get a new Click File → Preferences and then click
chat. Notifications in the navigator.
Format the text I am typing to send to my In the chat window, click Edit → Text
chat partner. Properties.
Manually check the spelling of the text I am In the chat window, click Tools → Check
typing to send to my chat partner. spelling.
Automatically check the spelling of text I am In the chat window, click Tools → Check
typing to send to my chat partner. Spelling Automatically.


Insert an emoticon into the text I am typing In the chat window, click Tools → Insert →
to send to my chat partner. Emoticons.
Work with emoticon palettes: Click File → Preferences and then click
v Create a custom emoticon palette. Emoticon palettes in the navigator.
v Edit an emoticon palette.
v Import and export emoticon palettes.
v Rename an emoticon palette.
v Remove an emoticon palette.
Insert a Web address into the text I am In the chat window, click Tools → Insert →
typing to send to my chat partner. Hyperlink.
Insert an IBM Lotus Notes® link into the text After copying an IBM Lotus Notes link, in
I am typing to send to my chat partner. the chat window, click Tools → Insert →
Hyperlink.
Send an annotated screen capture of a In the chat window, click Tools → Insert →
portion of my screen to my chat partner. Screen capture.
Send a file to my chat partner. In the chat window, click Tools → Send →
File.
Receive a file that my chat partner sends In the chat window, click Accept.
me.
Send the chat transcript in my open chat In the chat window, click Tools → Send → As
window as an e-mail. E-Mail.
Print the chat transcript in my open chat In the chat window, click File → Print.
window.
Prevent my chat partners from saving, In the chat window, click Tools → Prevent
copying, or printing a chat transcript. Transcript Save.


Work with my text chats: Click File → Preferences and then click Chat
v Set the font for all my text chats. Window in the navigator.
v Always display my text chats using the
fonts and colors I select.
Note: This setting overrides your chat
partners’ fonts and colors.
v Define whether pressing the Enter key
sends my chat message to my chat
partner or inserts a new line in the chat
messages I am typing.
v Display date stamps in the text chat
exchanges I have with my chat partner.
v Display time stamps in the text chat
exchanges I have with my chat partner.
v Choose a format for time stamps that
display in the transcripts of all my text
chats.
v Display emoticons in the chat text that I
send and receive.
Note: If you do not display emoticons,
then the ASCII equivalent of each
emoticon, such as ;) shows in the
transcript instead of the emoticon.
v Show my chat partner’s business card
information at the top of the chat window.
v Show in my status bar and chat window
whenever my chat partner changes his or
her availability status.
v Indicate when my chat partner closes the
chat window.
v Set the direction for text that I type in my
chat window message entry field.
v Warn me if someone I am about to start a
chat with has an availability status of
″Away.″
v Warn me if my chat partner sends me a
message as I close the chat window.
v Use the Escape key to close the chat
window.
v Set Lotus Sametime so that when I exit it,
any open chat windows re-open the next
time I log in.
Set if and how to save all of my chat Click File → Preferences and then click Chat
transcripts, by default. History in the navigator.
Manually save the transcript in my active In the chat window, click File → Save Chat
chat window to a file. As.
Note: You cannot view or work with
manually-saved chat transcripts in the chat
history viewer.
Automatically save all my chat transcripts. In the chat window, click File → Preferences
Note: Only automatically-saved chat and then click Chat History in navigator.
transcripts are available in the chat history
viewer.


View and work with my In the chat window, click File → Open Chat
automatically-saved chat transcripts in the History to open the chat history. Then click
chat history viewer: File or Tools to select an action to carry out.
Note: Only automatically-saved chat
transcripts are available in the chat history
viewer.
v Open my chat history to view my chat
transcripts.
v E-mail a chat transcript.
v Print a chat transcript.
v Delete a chat transcript from the chat
history viewer.
Display multiple chat windows in a single, Click File → Preferences and then click Chat
consolidated, tabbed window. Window in the navigator.
Display or hide the following elements of In the chat window, click View → Show and
my open chat window: select the elements you want to show.
v Contact Search
v Action Bar
v Business Card
v Tools Bar
v Status Bar
v Send Button
Display or hide the following elements of In the chat window, click View and select
my chat transcripts: one or more elements to include them in
v Emoticons chat transcripts.
v Datestamps
v Timestamps
v Show Pop-up area
v View Received files

Voice chats and video calls

Use the information in this table to work with (computer-to-computer) voice chats
and video calls, both of which come with the Lotus Sametime software.

Start a voice chat with up to five Click one or more contacts on your contact
participants, including myself, using my list and then click Tools → Invite to Call.
computer’s and my chat partners’ computer
audio capabilities.
Convert a text chat to a voice chat. In the chat window, Tools → Invite to Call.
Respond to an invitation to join a voice chat. In the invitation window, click Accept.
Start a video call so that I can see and hear In the voice chat window, click the Video
call participants. Controls icon and then click Start my video.
Note: Video calls must be started from voice
chats.


Automatically start a video call whenever Click File → Preferences and then click
I’m in a voice chat. Telephony, Audio, and Video in the
navigator. Select Always show my video
when making or receiving calls on my
computer.

Telephone calls

Use the information in this table to work with telephone-to-telephone calls. This
capability is available only if you have telephone-to-telephone call capabilities
integrated with the Lotus Sametime software.

Start a telephone call with someone who is Click one or more contacts on your contact
on my contact list. list and then click Tools → Invite to Call.
Start a telephone call with someone who is In the Type a name or phone number field
not on my contact list. at the top of the Lotus Sametime Connect
client window, type the name of the person
you want to call. When you find it,
right-click (or ctrl-click on Macintosh) and
click Call.
Start a telephone call with someone not in In the Type a name or phone number field
my organization. at the top of the Lotus Sametime Connect
client window, type the entire name or
telephone number of the person you want to
call. Click Call Phone Number.
Manage my preferred devices and telephone Click File → Preferences and then click the
numbers. plus sign (+) beside Telephony, Audio, and
Video in the navigator. Click Preferred
Numbers.
Select my preferred device or telephone Click the telephone icon at the top of the
number for calls. Lotus Sametime Connect client window and
select the device or telephone number you
want to use.
Select my computer sound and video Click File → Preferences and then click
camera devices for calls. Telephony, Audio, and Video in the
navigator.
Add a new telephone number to my list of Click File → Preferences and then click the
preferred numbers. plus sign (+) beside Telephony, Audio, and
Video in the navigator. Click Preferred
Numbers.
Route my incoming calls to another Click File → Preferences and then click the
telephone number or device based on where plus sign (+) beside Telephony, Audio, and
I am geographically located. Video in the navigator. Click Route Calls.
Select whether or not to use sounds to alert Click File → Preferences and then the plus
me of different events related to my calls, sign (+) beside Telephony, Audio, and
such as when I receive a call or a connection Video in the navigator. Click Sound Alerts.
ends, and, if so, which sounds to use. Note: Click File → Preferences and then
click Notifications in the navigator to
specify other call notification options.


Set my telephone connection information Click File → Preferences and then click the
before using Lotus Sametime for plus sign (+) beside Telephony, Audio, and
telephone-to-telephone calls. Video in the navigator. Click Telephone
Connection Settings.

Meetings

Use the information in this table to work with meetings.

Start an instant meeting to share what is on Click one or more contacts on your contact
my screen in the context of an online list and then click Tools → Invite to Instant
meeting room. Meeting. After entering the meeting, click
Tools → Screen Sharing → Share Screen.
Start an instant meeting from an active chat. In the chat window, click Tools → Start
Instant Meeting.
Respond to an invitation to join an instant In the Invitation dialog box, click Join.
meeting.
Schedule an online meeting. Click Tools → Meetings → Schedule Meeting.
Schedule a repeating online meeting. Click Tools → Meetings → Schedule Meeting.
On the Essentials tab, click the Repeat
button.
Attend a scheduled online meeting. Click Tools → Meetings → Attend Meeting.
Test that my browser and audio and video Click Tools → Meetings → Test Meeting.
tools are correctly set up for online
meetings.
See which audio and video online meeting Click one or more contacts on your contact
tools are available for each selected contact. list and then click Tools → Meetings →
Available Tools.
Select the audio and video tools I want Click File → Preferences and then click the
others to know I have. plus sign (+) beside Telephony, Audio, and
Video in the navigator. Click Web
Conference Tools and then select the tools
you want to show.

Integration of IBM Lotus Sametime with Microsoft® Office and
Microsoft Outlook

Use the information in this table to work with IBM Lotus Sametime in Microsoft
Office and Microsoft Outlook, if this feature is available to you.

Set if and when to launch Lotus Sametime In Microsoft Outlook, click Tools → Options.
whenever I start Microsoft Outlook. Click the Sametime Toolbar tab.
Search for Lotus Sametime contacts in In the Lotus Sametime toolbar, click the
Microsoft Outlook. Lotus Sametime Quick Find icon.
Open the Lotus Sametime contact list in In the Lotus Sametime toolbar, click the
Microsoft Outlook. Open the Lotus Sametime contact list icon.


Start a Lotus Sametime text chat, voice chat, In Microsoft Outlook, click Tools →
telephone call, or video call with the sender Sametime and then select the action you
of the selected e-mail in Microsoft Outlook. want.
Note: The sender of the selected e-mail
must also be logged in to Lotus Sametime.
Start a Lotus Sametime instant meeting in In the Lotus Sametime toolbar, click Tools →
Microsoft Outlook. Sametime → Instant Meeting.
Change your current availability status. In the Lotus Sametime toolbar, click your
availability status icon.
Carry out various Lotus Sametime tasks Click the i beside the underlined name or
from names and e-mail addresses in e-mail address to show a menu of options to
Microsoft Word, Excel, and Powerpoint that carry out tasks for that person.
are recognized as smart tags.
Note: Lotus Sametime menu options are
available for names and e-mail addresses
that correspond to Lotus Sametime contacts.
Set up Microsoft Outlook so that I can create In Microsoft Outlook, click Go → Folder List
Lotus Sametime meetings. and then right-click the Personal
Folders/Calendar folder. (Right-click the
Calendar tab for Microsoft Vista.) Select
Properties and then click the General tab.
For the When posting to this folder, use
field, select ST OnlineMeeting.
Create a Lotus Sametime meeting whenever In Microsoft Outlook, click the Calendar tab.
I create a Microsoft Outlook meeting. Click New → Meeting Request. Click the
Sametime tab and select Include an IBM
Lotus Sametime online meeting.
Automatically change my Lotus Sametime In the Lotus Sametime Connect client, click
availability status whenever I have a File → Preferences. Click Auto-status
Microsoft Outlook meeting. Changes in the navigator.
Specify a Lotus Sametime meeting server for In Microsoft Outlook, click Tools → Options.
my meetings. Click the Sametime Meeting tab.
Create a repeating Lotus Sametime meeting In Microsoft Outlook, click New → Meeting
from Microsoft Outlook. Request. Select Recurrence.
Update meeting information. In your Microsoft Outlook calendar,
double-click the meeting you want to
update.
Delete a meeting. In Microsoft Outlook, select the meeting and
Note: This procedure does not delete a click Delete.
repeating Lotus Sametime meeting.
Copy contacts on my Lotus Sametime In Microsoft Outlook, click Tools →
contact list to my Microsoft Outlook contact Synchronize Contacts. Click Synchronize
list. Sametime to Outlook.
Copy contacts on my Microsoft Outlook In Microsoft Outlook, click Tools →
contact list to my Lotus Sametime contact Synchronize Contacts. Click Synchronize
list. Outlook to Sametime.

IBM Lotus Sametime Advanced 8

The following tables describe how to work with the IBM Lotus Sametime
Advanced 8 software. You can use Lotus Sametime Advanced 8 from the IBM
Lotus Sametime Connect client or a browser, depending on how this software is


available to you in your organization. The tables below describe how to perform
tasks from both the client or a browser, depending on where these tasks can be
performed.

Chat Rooms

Use the information in this table to work with chat rooms.

Find a chat room I’m interested in from In the Sametime Connect client Chat Rooms
those listed on my Lotus Sametime Connect panel, type the name of the chat room you
client Chat Rooms panel. want to find in the Type to find chat rooms
Note: This panel shows the chat rooms that below field and click the chat room you
you previously added to your My Chat want.
Rooms list in the Lotus Sametime Advanced
Manage Chat Rooms page.
Find a chat room I’m interested in amongst Do one of the following actions, depending
all the chat rooms to which I have access, on whether you are using the Lotus
but have not yet added to my My Chat Sametime Connect client or a browser. If you
Rooms list. are using a browser, be sure you are logged
in.
v In the Lotus Sametime Connect client,
click Tools → Chat rooms → Manage Chat
Rooms.
v In a browser, go to the next step.

Click the All Chat rooms tab. If you don’t
see the chat room you want, use tags to find
chat rooms matching with particular tags,
browse folders, or click the Search tab for
advanced search options.
Enter a chat room to participate in it. Do one of the following actions, depending
Note: You must have access rights to enter a on whether you are using the Lotus
chat room. Sametime Connect client or a browser. If you
are using a browser, you might need to be
logged in.
v In the Lotus Sametime Connect client
Chat Rooms panel, double click the name
of a chat room in your list of chat rooms.
If the chat room is not listed, click Tools →
Chat Rooms → Manage Chat Rooms.

Click the My Chat Rooms or All Chat
Rooms tab. Click Enter Chat Room for the
chat room you want.
Invite others to participate in a chat room. In an active chat room window, click Tools →
Note: This feature is available only if the Invite Others.
chat room creator allows participants to
invite others.
Post a file to a chat room. In an active chat room window, click Tools →
Add File.
Download a file posted to a chat room. In an active chat room window, double-click
the file.


Show in my chat room when participants In Lotus Sametime Advanced in a browser,
join or leave the chat room. in an active chat room window click View →
Show → When Users Join or Leave.
Create a chat room. Do one of the following actions, depending
on whether you are using the Lotus
Sametime Connect client or a browser. If you
are using a browser, be sure you are logged
in.
Rooms.

Click the All Chat rooms tab, navigate to
the folder in which you want the new chat
room to be, and then click New Chat Room.
Limit the size of the transcript that shows in Do one of the following actions, depending
a chat room and specify how much on whether you are using the Lotus
transcript to automatically move to the chat Sametime Connect client or a browser. If you
room history. are using a browser, be sure you are logged
Note: Limiting the size of the transcript in in.
a chat room determines how much of the v In the Lotus Sametime Connect client,
transcript shows when a participant enters a click Tools → Chat rooms → Manage Chat
chat room. Once transcript text is moved Rooms.
from the chat room window to the chat
room history, it is no longer available in the
chat room. You specify these settings when Click the All Chat rooms tab and then click
you create a chat room. New Chat Room. Click the Transcript tab.
Add or edit tags for a chat room so that Do one of the following actions, depending
people can search for the chat room based on whether you are using the Lotus
on these tags or keywords. Sametime Connect client or a browser. If you
in.
Rooms.

On the All Chat Rooms tab, find a chat
room to which you have access, click Show
details, and then click Edit to add or edit
tags for a chat room.
Add a chat room to the My Chat Rooms tab Do one of the following actions, depending
on the Lotus Sametime Connect client on whether you are using the Lotus
Manage Chat Rooms page or Lotus Sametime Connect client or a browser. If you
Sametime Advanced in a browser. are using a browser, be sure you are logged
Note: Chat rooms that you add to your My in.
Chat Rooms list also appear on the Lotus v In the Lotus Sametime Connect client,
Sametime Connect client’s Chat Rooms click Tools → Chat rooms → Manage Chat
panel. Rooms.

Click the All Chat Rooms tab, click the chat
room you want, and then click Add to My
Chat Rooms.


Refresh the list of chat rooms on my Lotus In the Lotus Sametime Connect client, click
Sametime Connect client Chat Rooms panel. the Chat Rooms panel and then click the
Note: Chat Rooms that are listed on the Refresh List icon.
Lotus Sametime Connect client Chat Rooms
panel are the chat rooms that you previously
added to your My Chat Rooms tab in the
Manage Chat Rooms page.
Organize the chat rooms listed on my Lotus In the Lotus Sametime Connect client, click
Sametime Connect client Chat Rooms panel: the Chat Rooms panel, click the View icon,
v View chat rooms in a single list, based on and then click the option you want.
chat room activity.
v View chat rooms by personal folder.
v Sort chat rooms by name, active
participants, or unread text.
Note: If you are viewing by folder, the sort
applies to the current folder only.
Sort the chat rooms in the Lotus Sametime Do one of the following actions, depending
Connect client Manage Chat Rooms page or on whether you are using the Lotus
in Lotus Sametime Advanced in a browser. Sametime Connect client or a browser. If you
in.
Rooms.

Rooms tab tab.

In the Sort by field, select how you want to
sort the chat rooms.
Work with the chat room folders listed on In the Lotus Sametime Connect client, click
my Lotus Sametime Connect client Chat the Chat Rooms panel, click the View icon,
Rooms panel. and then click View by Chat Room Folders.
Right-click (or Ctrl-click on Macintosh) a
folder for menu options to work with
folders.
Work with chat room folders in the Lotus Do one of the following actions, depending
Sametime Advanced Manage Chat Rooms on whether you are using the Lotus
page or in Lotus Sametime Advanced in a Sametime Connect client or a browser. If you
browser. are using a browser, be sure you are logged
in.
Rooms. Then click the My Chat Rooms.
v In a browser, click the My Chat Rooms.

Create new personal folders or rename or
delete folders.

Click the All Chat Rooms tab. Depending
on your folder role, create new global
folders or rename or delete folders.


Get notified when a specific chat room has In the Lotus Sametime Connect client, click
active participants, contains messages that I Tools → Chat rooms → Alert Me When.
have not read, or has specific words that I Note: To set alerts for chat rooms not on
identify. your Chat Rooms panel, first add them to
Note: You can only set alerts for chat rooms the My Chat Rooms tab from the All Chat
on your Lotus Sametime Connect client Chat Rooms tab on the Manage Chat Rooms
Rooms panel list. These are the chat rooms page. This procedure is described earlier in
that you previously added to your My Chat this table.
Rooms tab in the Manage Chat Rooms page.
Specify audio and visual options for my chat In the Lotus Sametime Connect client, click
room alerts. File → Preferences and then click
Notifications in the navigator. Select Chat
room alert from the list to set the alert
options you want.
Work with chat rooms: Do one of the following actions, depending
v Edit the chat room name or set up on whether you are using the Lotus
options. Sametime Connect client or a browser. If you
v Create new folders and move chat rooms
in.
to folders.
v Delete a chat room.
Note: This deletes the chat room, the chat
Rooms.
room transcript, and any chat room FAQs.
v Archive a chat room to remove it to an
archive view so participants can no longer Click the All Chat Rooms tab.
see or access the chat room.
v Restore an archived chat room. For a chat room, click More Actions and
then click the option you want.
v Disable a chat room to prevent users from
entering it, posting content, or reading the Depending on your folder role, you can also
chat room history for it. create new global folders, move chat rooms
v Re-enable a disabled chat room. to different folders, or sort the chat rooms
Note: You must have the appropriate access Click the My Chat Rooms tab. Create new
rights to perform some of these actions. personal folders or move chat rooms to
different folders.
See chat rooms details. Do one of the following actions, depending
in.
Rooms.
Note: You can also right-click (ctrl-click
for Macintosh) on a chat room in the Chat
Rooms panel and click Chat Room
Details.

Rooms tab. Click on the name of the chat
room for which you want to see details.
View more of the transcript than shows in In an active chat room, click the Show more
an active chat room window. link.


View and search for older transcripts for a In an active chat room window, click File →
chat room. Open Chat Room History.

For archived chat rooms, click the All Chat
Rooms tab, click Archived Chat Rooms in
the navigator and then click Open Chat
Room History.
Note: You must have appropriate rights to
access and work with archived chat rooms.
Save chat room transcripts. Do one of the following actions, depending
in.
v In the Lotus Sametime Connect client, in a
chat room click File → Save Chat As.
v In a browser, in a chat room click the File
→ Save Chat Room Transcript.
Subscribe to a chat room RSS feedreader. In Lotus Sametime Advanced in a browser,
Note: This feature must be available to you click the My Chat Rooms or All Chat
to use it. Rooms tab. Click the RSS icon to subscribe
to a feed with information about the chat
rooms on these tabs. You can also click on
an individual chat room and then click the
RSS feedreader icon for a feed with
information about that chat room.
Create an FAQ based on information in a Do one of the following actions,
chat room transcript. v In an active chat room window, click the
Chat Rooms FAQ Actions icon and then
click Add Chat Room FAQ.
v In the Manage Chat Rooms page or in
Lotus Sametime Advanced in a browser,
click the All Chat Rooms tab, click the
FAQ link, and then click New FAQ.
View the FAQs entered for a chat room. In an active chat room window, click the
Chat Room FAQ Actions icon and then click
Open Chat Room FAQs.
Search chat room transcripts or chat room Do one of the following actions, depending
FAQs on whether you are using the Lotus
in.
Rooms.

Click the Search tab.


Work with FAQs for a chat room: Do one of the following actions, depending
v Find FAQs on whether you are using the Lotus
v Show FAQ details
v Edit FAQs in.
v Delete FAQs v In the Lotus Sametime Connect client,
v Create a new FAQ click Tools → Chat rooms → Manage Chat
Rooms.

Rooms tab. Then click the FAQ link for a
chat room.
Rate an FAQ so that other participants can Do one of the following actions, depending
see the usefulness of the information on whether you are using the Lotus
provided in the FAQ. Sametime Connect client or a browser. If you
in.
Rooms.

Rooms tab. Then click the FAQ link for a
chat room. If the page has FAQs, click the
stars beside an FAQ to rate it.
Adjust settings for the connections for the In the Lotus Sametime Connect client, click
Lotus Sametime Advanced chat room and File → Preferences and then click Chat
broadcast tool even broker servers. Rooms and Broadcast Tools in the
navigator.

Broadcast Communities

Use the information in this table to work with broadcast communities and tools.
You do most tasks from the Lotus Sametime Connect client Broadcast Communities
panel. You can create and edit broadcast communities from both the client and
from Lotus Sametime Advanced in a browser.

Create a broadcast community and, Do one of the following actions, depending
depending on the type of community, on whether you are using the Lotus
specify who are managers and members. Sametime Connect client or a browser. If you
in.
click Tools → Broadcast Tools →
Create/Edit Broadcast Communities.
v In a browser, click the Broadcast
Communities tab and then click New
Broadcast Community.
Join a broadcast community so that you can In the Lotus Sametime Connect client, click
send and receive broadcasts. Tools → Broadcast Tools → Join Broadcast
Communities.


Send a Skill Tap question, Instant Poll, Chat, In the Lotus Sametime Connect client, click
or Announcement to a broadcast community. the Broadcast Community panel, click a
broadcast community, and then click Tools →
Broadcast Tools → Send Broadcast.
Set filters to limit incoming broadcasts. In the Lotus Sametime Connect client, click
Tools → Broadcast Tools → Filter Incoming
Broadcasts.
Find a broadcast community I’m interested In the Lotus Sametime Connect client
in from those listed in my Lotus Sametime Broadcast Communities panel, type the
Connect client. name of the broadcast community you want
to find in the Type to find Broadcast
Communities field.
Search for a broadcast community to edit or Do one of the following actions, depending
manage. on whether you are using the Lotus
in.
Communities tab.

Select which broadcast communities to show
and how to sort them.
Set audio and visual options for broadcast In the Lotus Sametime Connect client, click
community alerts. Tools → Broadcast Tools → Edit Notification
Rules. Select Broadcast tools from the list of
notification events.

You can create a new notification for specific
broadcast communities or tools.
Edit a broadcast community. Do one of the following actions, depending
in.
Click Show Details for the broadcast
community and then click Edit.
Communities tab, click Show Details for
the broadcast community, and then click
Edit.
Leave a broadcast community. In the Lotus Sametime Connect client, click
Note: When you leave a broadcast the Broadcast Communities panel, click a
community, you will no longer receive broadcast community, and then click Tools →
broadcasts sent to that community. Broadcast Tools → Leave Broadcast
Community.
See a description of the different types of In the Lotus Sametime Connect client, click
broadcast communities and the icon that Tools → Broadcast Tools → View Broadcast
represents each. Community Icon Legend.


See which broadcasts I’ve recently received In the Lotus Sametime Connect client, click
since I last logged in to the Lotus Sametime Tools → Broadcast Tools → View Recent
Connect client. Broadcasts.
Create an FAQ based on a Skill Tap After you receive a Skill Tap question and
broadcast question that I received. provide an answer to it, close the Skill Tap
window. Select Assistance was provided
and then select Add to Skill Tap FAQ. Click
Submit.
Work with the Skill Tap FAQs for one of my Do one of the following actions, depending
broadcast communities: on whether you are using the Lotus
v Show FAQ details Sametime Connect client or a browser. If you
v Edit an FAQ
in.
v Delete an FAQ
v Find an FAQ click the Broadcast Communities panel,
click a community and then click Tools →
Broadcast Tools → View Broadcast
Community FAQs.
Communities tab.

Click the FAQs link to see and work with all
FAQs for a broadcast community.
Rate an FAQ so that other users see the Do one of the following actions, depending
value of the provided expertise. on whether you are using the Lotus
in.
click the Broadcast Communities panel,
click a community and then click Tools →
Broadcast Tools → View Broadcast
Community FAQs.
Communities tab. Click the FAQs link to
see all FAQs for a broadcast community.

Click the stars beside an FAQ to rate that
FAQ answer.
View past Skill Tap FAQs for a broadcast In the Lotus Sametime Connect client, click
community. the Broadcast Communities panel, click a
community, then click Tools → Broadcast
Tools → View Broadcast Community FAQs.


Search for specific Skill Tap FAQs. Do one of the following actions, depending
in.
click the Broadcast Community panel,
click a broadcast community, and then
click Tools → Broadcast Tools → View
Broadcast Community FAQs.
Communities tab and go to the FAQs
page for a broadcast community or click
the Search tab for advanced search
options.
See the members of a broadcast community. In the Lotus Sametime Connect client, click
the broadcast community and then click
Tools → Broadcast Tools → View Members.
Specify my broadcast tools servers and In the Lotus Sametime Connect client, click
connections. File → Preferences and then click Chat
Rooms and Broadcast Tools in the
navigator.

Instant Share

Use the information in this table to work with Instant Share in the Lotus Sametime
Connect client. Instant Share is not available from IBM Lotus Sametime Advanced
in a browser.

Start sharing my screen with others. Do one of the following actions:
v From the Lotus Sametime client, click one
or more contacts and then click Tools →
Instant Share and select what you want
to share.
v From a chat window, click Tools → Instant
Share and select what you want to share.
Let someone else take control of my screen. During an Instant Share session, click the
Allow Control icon in the floating palette
window. The participant who wants to take
control then clicks the Take Control icon in
their shared screen window.
Reclaim control of my screen. During an Instant Share session in which a
participant took control of your screen, click
the Reclaim Control icon in the floating
palette window.
Invite others to an existing Instant Share During an Instant Share session, click the
session. Stop Sharing icon in the floating palette
window to end the Instant Share session.
Click the names of current contacts with
whom you want to participate in the Instant
Share session and then click Tools → Instant
Share.


Save a picture of the shared screen I am During an Instant Share session, click the
viewing. Snap Shot icon at the top of the shared
screen window. Click OK.
Specify the location to which to save a snap Click File → Preferences and then click
shot of a shared screen. Instant Share in the navigator.


Notices
This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in
other countries. Consult your local IBM representative for information on the
products and services currently available in your area. Any reference to an IBM
product, program, or service is not intended to state or imply that only that IBM
product, program, or service may be used. Any functionally equivalent product,
program, or service that does not infringe any IBM intellectual property right may
be used instead. However, it is the user’s responsibility to evaluate and verify the
operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter
described in this document. The furnishing of this document does not grant you
any license to these patents. You can send license inquiries, in writing, to:

IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM
Intellectual Property Department in your country or send inquiries, in writing, to:

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The following paragraph does not apply to the United Kingdom or any other
country where such provisions are inconsistent with local law:
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PUBLICATION “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS
FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or
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This information could include technical inaccuracies or typographical errors.
Changes are periodically made to the information herein; these changes will be
incorporated in new editions of the publication. IBM may make improvements
and/or changes in the product(s) and/or the program(s) described in this
publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for
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product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it
believes appropriate without incurring any obligation to you.

© Copyright IBM Corp. 2008 23

Licensees of this program who wish to have information about it for the purpose
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IBM Corporation
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Such information may be available, subject to appropriate terms and conditions,
including in some cases, payment of a fee.

The licensed program described in this information and all licensed material
available for it are provided by IBM under terms of the IBM Customer Agreement,
IBM International Program License Agreement, or any equivalent agreement
between us.

Any performance data contained herein was determined in a controlled
environment. Therefore, the results obtained in other operating environments may
vary significantly. Some measurements may have been made on development-level
systems and there is no guarantee that these measurements will be the same on
generally available systems. Furthermore, some measurements may have been
estimated through extrapolation. Actual results may vary. Users of this document
should verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers of
those products, their published announcements or other publicly available sources.
IBM has not tested those products and cannot confirm the accuracy of
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Questions on the capabilities of non-IBM products should be addressed to the
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This information is for planning purposes only. The information herein is subject to
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This information contains sample application programs in source language, which
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Each copy or any portion of these sample programs or any derivative work, must
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© (your company name) (year). Portions of this code are derived from IBM Corp.
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Notices 25

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