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MAS101: #UserBLAST2015
Mat Newman, IBM
Gabriella Davis, The Turtle Partnership
Susan Bulloch, IBM
#UserBlast2015
@matnewman
@gabturtle
@notesgoddess
Summary
 EVERYTHING you need to know about increasing productivity within your workplace in less
than 60 minutes! Mat New...
What is Notes
 Notes is a Database
 Notes is secure
 Notes can access information from virtually anywhere
 NOTES is th...
25 YEARS!
1989 2014
25
years
Security
 Native Access:
– Notes Remote Procedure Call (NRPC) :
1352
– Requires a secure ID File
 Account Based Access
–...
Choice of Platform
 Amazing array of platforms for servers and clients
Choice of Access
.nsf
Date Time From Subject
11 Sep 11:04 Li Li Notes is great
12 Sep 13:09 John And flexible
13 Sep 17:11...
Application Flexibility - Investment Protection
APPLICATION.nsf
DATA
Index
Design
Properties
Access Control
TEMPLATE.ntf N...
Continuous Improvement in development capabilities
NEW CAPABILITY
Embedded Experiences, XPages Mobile, DDS
XPages
Composit...
Application Development
 Native Applications for the Notes Client
– Robust application framework
– Ability to distribute ...
Users can create their own applications
 File -> Application -> New
 Templates for Libraries, Discussion, Journal/Notebo...
Check out OpenNTF for a solution that's right for you!
 Hundreds of templates and code samples to easily extend your Note...
Know your Notes
Which part is "Notes"
 Notes isn't just email
 Notes is the SOFTWARE that enables:
– Access to Native Notes Databases,
•...
Client Layout
Title, Menus, Open Button/Bookmarks, Masthead, Window Tabs, Tool Bars, Display Pane, Status Bar, Search Bar,...
Which part is a "Database"
 Databases are native Notes 'applications',
– i.e: That is why there is a 'File -> Application...
Notes Database Layout
 Title, Navigator, Selection Bar, View, Action Bar, Preview Pane
Folders vs Views
 Folders
– contain documents that are "put there"
 Views
– contain documents matching a criteria
 Why ...
Notes Databases: Basic Short-Cuts
Short Cut Key What it Does
CTRL+M Creates a new Message
Enter Opens the SELECTED documen...
Which Part is a "Plugin"
 Plugin's extend the Notes client
 Native IBM Plugins include:
– Sametime
– Day-At-A-Glance
– W...
Preferences and Settings
Notes has over 1000 settings to enable you to customise it to the
way you want Notes to work
Admi...
Some commonly asked settings
Make sure Autosave is enabled
 File → Preferences → Basic Notes Client Configuration → AutoSave every … minutes
Don't Send Ugly Email Messages
Get your PIM (Mail/Calendar/Contacts/To-Do) settings right!
 Sorting in Folders and Views
– Do you prefer New at the Top ...
MORE Notes tips: See previous #UserBLAST sessions
 www.slideshare.net/matnewman
Is your stuff being backed up for you?
 Notes Roaming
– Personal Databases
– Rich Client Settings
Replication
 Synchronises your data
 ONLY does changes
Creating Replicas
 Open the required application
 File -> Application -> Make available Offline
 Additional options con...
What else can Replicate
 Contact Settings
 Database Templates
 Free-Time information
 IBM Connections Activities
Search
 Notes most powerful feature
 Quick search
– Easily locate anything in a VIEW
 Full-Text Search
– Easily locate ...
Quicksearch
 Before Notes 9
– Click any 'sortable' column heading
– Start Typing
 Notes 9+ Just Start Typing
– Text defa...
Enable Full Text Search
 Use Local Replica's
– No Admin/Server restrictions
 View -> Search This View
 More
 "Create I...
Recommended Options for Full-Text-Search
New Notes Search
 Included with Notes 8+
 Similar to Internet Search Engines, eg:
– Cat Dog
• will find cat or dog anywh...
Classic Notes Search
 Activate by preceding search with "/"
 Use FTI Syntax
 Sample difference:
– /cat dog
– Will only ...
Advanced Searching
 Boolean Operators:
– AND OR NOT ()
 Field Searching:
– [FieldName]="content"
– eg: [From] [To] [Subj...
Searching All Mail and Archives
 New in Notes 9
 Requirements:
– Archives must be listed in Archive Preferences
• With M...
Business Cards
 Profile information
 Contact Details
 Status Updates
 Presence
 CONTENT!
Sametime
 Not just Chat!
 Instant Messaging
 File Sharing
 Screen shots
 Meetings
 Actions
 Launch from meetings!
Sametime Contact List
 Drag TO the list to ADD Contacts
 Drag FROM the list to insert names
 Groups
– Organise Contacts...
Sametime Unified Telephony
 Save money!
 Voice calls over data
 Automatic redirection with rules
 Transfer calls betwe...
Activities
 Get things DONE!
 Easily share and track ANYTHING!
 Activity Name
– Sections to Collate
• To Do for assignm...
Files
 Single Source of the TRUTH
 1. Click "+" to add a file from your
computer to Connections Files
 2. Drag a file f...
What is "Live Text"
 Make email come to LIFE
What is an "Action"
 "Live Text" recognises,
 Actions DO!
What are "Embedded Experiences"
 Wired Widgets: The Next Generation!
 Action information without leaving your inbox
Thank YOU!
Engage Online
 SocialBiz User Group socialbizug.org
–Join the epicenter of Notes and Collaboration user groups
 Social B...
Notices and Disclaimers
Copyright © 2015 by International Business Machines Corporation (IBM). No part of this document ma...
IBM ConnectED 2015 MAS101: #UserBLAST2015
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IBM ConnectED 2015 MAS101: #UserBLAST2015

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EVERYTHING you need to know about increasing productivity within your workplace in less than 60 minutes! Mat Newman, Gabriella Davis and Susan Bulloch will show you how to harness the explosive energy of IBM's tightly integrated Collaboration Solutions, enhance your utilisation of existing traditional document editors and RELEASE THE POWER of your employees by understanding how only IBM has the unique capabilities to truly deliver on the benefits of a Socially-driven productivity revolution. Ensure you get your annual injection of Information and Enthusiasm to take back to your workplace to energise yourself and your users, don't miss #UserBlast!

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IBM ConnectED 2015 MAS101: #UserBLAST2015

  1. 1. MAS101: #UserBLAST2015 Mat Newman, IBM Gabriella Davis, The Turtle Partnership Susan Bulloch, IBM
  2. 2. #UserBlast2015 @matnewman @gabturtle @notesgoddess
  3. 3. Summary  EVERYTHING you need to know about increasing productivity within your workplace in less than 60 minutes! Mat Newman, Gabriella Davis and Susan Bulloch will show you how to harness the explosive energy of IBM's tightly integrated Collaboration Solutions, enhance your utilisation of existing traditional document editors and RELEASE THE POWER of your employees by understanding how only IBM has the unique capabilities to truly deliver on the benefits of a Socially-driven productivity revolution. Ensure you get your annual injection of Information and Enthusiasm to take back to your workplace to energise yourself and your users, don't miss #UserBlast!
  4. 4. What is Notes  Notes is a Database  Notes is secure  Notes can access information from virtually anywhere  NOTES is the Client  DOMINO is the Server
  5. 5. 25 YEARS! 1989 2014 25 years
  6. 6. Security  Native Access: – Notes Remote Procedure Call (NRPC) : 1352 – Requires a secure ID File  Account Based Access – Domino Directory – LDAP – SAML – Single Sign On
  7. 7. Choice of Platform  Amazing array of platforms for servers and clients
  8. 8. Choice of Access .nsf Date Time From Subject 11 Sep 11:04 Li Li Notes is great 12 Sep 13:09 John And flexible 13 Sep 17:11 So And powerfulNotes SMTP POP IMAP NNTP LDAP FAX WAP SMS ODBC Web Dav XML HTTP JSON Traveler DDS
  9. 9. Application Flexibility - Investment Protection APPLICATION.nsf DATA Index Design Properties Access Control TEMPLATE.ntf New Features and capabilities enhance the DESIGN of a Database No DATA MIGRATION – EVER!!!!! Design
  10. 10. Continuous Improvement in development capabilities NEW CAPABILITY Embedded Experiences, XPages Mobile, DDS XPages Composite Applications Web Services @Faster Domino Designer (IDE) Java LotusScript Agents @Functions @Formula R 9.0 R 8.5 R 8.0 R 7.0 R 6.0 R 5.0 R 4.6 R 4.0 R 3.0 R 2.0 R 1.0
  11. 11. Application Development  Native Applications for the Notes Client – Robust application framework – Ability to distribute application across multiple servers – Ability to take application offline  Domino based applications – Choice in Development tools – Browser, Mobile and API based access
  12. 12. Users can create their own applications  File -> Application -> New  Templates for Libraries, Discussion, Journal/Notebook, Blogs, Wiki's and more!  "Nifty 50" a collection of templates, recently updated  All Notes Enterprise users have access to the Designer client
  13. 13. Check out OpenNTF for a solution that's right for you!  Hundreds of templates and code samples to easily extend your Notes/Domino environment  http://www.openntf.org
  14. 14. Know your Notes
  15. 15. Which part is "Notes"  Notes isn't just email  Notes is the SOFTWARE that enables: – Access to Native Notes Databases, • Mail/Calendar/To-Do is just ONE of those databases – Ability to consume information from a variety of sources • Natively (eg: HTTP/ Web Browser, SMTP, LDAP, etc) • API's, Web Services ... – Extensibility via the Eclipse framework • Live Text • Widgets • Plug-ins
  16. 16. Client Layout Title, Menus, Open Button/Bookmarks, Masthead, Window Tabs, Tool Bars, Display Pane, Status Bar, Search Bar, Side Bar
  17. 17. Which part is a "Database"  Databases are native Notes 'applications', – i.e: That is why there is a 'File -> Application' menu choice  Every Database has it's own security settings, – See earlier security slide  Each individual database contains it's own functionality, – Mail/Calendar/To-Do (PIM) is just ONE database  Each database can have it's own preferences or personal 'profile', – PIM preferences and Contacts preferences are separate  Databases can be Replicated, or taken "off-line"
  18. 18. Notes Database Layout  Title, Navigator, Selection Bar, View, Action Bar, Preview Pane
  19. 19. Folders vs Views  Folders – contain documents that are "put there"  Views – contain documents matching a criteria  Why do I need to know this? – Eg: A message dragged from "Sent" IS STILL "SENT"! – Applies to: "Sent", "All Documents", "Follow Up"
  20. 20. Notes Databases: Basic Short-Cuts Short Cut Key What it Does CTRL+M Creates a new Message Enter Opens the SELECTED document Enter (with any document open) Opens the NEXT document TAB Opens the next UNREAD document Backspace Opens the PREVIOUS document DELETE Deletes the open document AND moves to the next document Escape Closes the current window. CTRL+SHIFT+L Opens the complete Short-Cut List
  21. 21. Which Part is a "Plugin"  Plugin's extend the Notes client  Native IBM Plugins include: – Sametime – Day-At-A-Glance – Widgets  Additional plugins are provided by: – IBM (eg: Connections), – Independent Software Vendors, – your own companies developers  http://www-10.lotus.com/ldd/dominowiki.nsf/dx/learning- plug-in-for-ibm-lotus-notes
  22. 22. Preferences and Settings Notes has over 1000 settings to enable you to customise it to the way you want Notes to work Administrators have the ability to control a majority of those settings
  23. 23. Some commonly asked settings
  24. 24. Make sure Autosave is enabled  File → Preferences → Basic Notes Client Configuration → AutoSave every … minutes
  25. 25. Don't Send Ugly Email Messages
  26. 26. Get your PIM (Mail/Calendar/Contacts/To-Do) settings right!  Sorting in Folders and Views – Do you prefer New at the Top or Bottom?  Setting calendar alarms – Yes, Notes has them, they are a preference!  Using Colour-Coded calendar entries – Create personal categories, then colour code them
  27. 27. MORE Notes tips: See previous #UserBLAST sessions  www.slideshare.net/matnewman
  28. 28. Is your stuff being backed up for you?  Notes Roaming – Personal Databases – Rich Client Settings
  29. 29. Replication  Synchronises your data  ONLY does changes
  30. 30. Creating Replicas  Open the required application  File -> Application -> Make available Offline  Additional options control – Security – What information replicates – Creating a Full-Text index (more later...)
  31. 31. What else can Replicate  Contact Settings  Database Templates  Free-Time information  IBM Connections Activities
  32. 32. Search  Notes most powerful feature  Quick search – Easily locate anything in a VIEW  Full-Text Search – Easily locate any content in any Notes document or attachment
  33. 33. Quicksearch  Before Notes 9 – Click any 'sortable' column heading – Start Typing  Notes 9+ Just Start Typing – Text defaults to "Who" – Number defaults to "Date" – Can select any other sortable column, or – Search "Any Column"
  34. 34. Enable Full Text Search  Use Local Replica's – No Admin/Server restrictions  View -> Search This View  More  "Create Index..."
  35. 35. Recommended Options for Full-Text-Search
  36. 36. New Notes Search  Included with Notes 8+  Similar to Internet Search Engines, eg: – Cat Dog • will find cat or dog anywhere in a document
  37. 37. Classic Notes Search  Activate by preceding search with "/"  Use FTI Syntax  Sample difference: – /cat dog – Will only find the exact phrase "cat dog"
  38. 38. Advanced Searching  Boolean Operators: – AND OR NOT ()  Field Searching: – [FieldName]="content" – eg: [From] [To] [Subject] [Body]  Date, Field, Multiple Words, Example Form  Save and Load Searches  Adding any Notes Application to the Search Bar
  39. 39. Searching All Mail and Archives  New in Notes 9  Requirements: – Archives must be listed in Archive Preferences • With Mail/Calendar/To-Do open • Actions -> Archive -> Settings – All databases must have a FTI  Use the new tool from the "Search Bar"
  40. 40. Business Cards  Profile information  Contact Details  Status Updates  Presence  CONTENT!
  41. 41. Sametime  Not just Chat!  Instant Messaging  File Sharing  Screen shots  Meetings  Actions  Launch from meetings!
  42. 42. Sametime Contact List  Drag TO the list to ADD Contacts  Drag FROM the list to insert names  Groups – Organise Contacts – Multiple Levels – Initiate Chats and Meetings – Can be used in addresses too!
  43. 43. Sametime Unified Telephony  Save money!  Voice calls over data  Automatic redirection with rules  Transfer calls between devices
  44. 44. Activities  Get things DONE!  Easily share and track ANYTHING!  Activity Name – Sections to Collate • To Do for assignment • Comment for updates • DRAG EMAIL TO SHARE!
  45. 45. Files  Single Source of the TRUTH  1. Click "+" to add a file from your computer to Connections Files  2. Drag a file from the Files Plugin into an email to share  3. Right-Click and "Share" a file, change permissions, send Notifications
  46. 46. What is "Live Text"  Make email come to LIFE
  47. 47. What is an "Action"  "Live Text" recognises,  Actions DO!
  48. 48. What are "Embedded Experiences"  Wired Widgets: The Next Generation!  Action information without leaving your inbox
  49. 49. Thank YOU!
  50. 50. Engage Online  SocialBiz User Group socialbizug.org –Join the epicenter of Notes and Collaboration user groups  Social Business Insights blog ibm.com/blogs/socialbusiness –Read and engage with our bloggers  Follow us on Twitter –@IBMConnect and @IBMSocialBiz  LinkedIn http://bit.ly/SBComm –Participate in the IBM Social Business group on LinkedIn  Facebook https://www.facebook.com/IBMConnected –Like IBM Social Business on Facebook
  51. 51. Notices and Disclaimers Copyright © 2015 by International Business Machines Corporation (IBM). No part of this document may be reproduced or transmitted in any form without written permission from IBM. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM. Information in these presentations (including information relating to products that have not yet been announced by IBM) has been reviewed for accuracy as of the date of initial publication and could include unintentional technical or typographical errors. IBM shall have no responsibility to update this information. THIS DOCUMENT IS DISTRIBUTED "AS IS" WITHOUT ANY WARRANTY, EITHER EXPRESS OR IMPLIED. IN NO EVENT SHALL IBM BE LIABLE FOR ANY DAMAGE ARISING FROM THE USE OF THIS INFORMATION, INCLUDING BUT NOT LIMITED TO, LOSS OF DATA, BUSINESS INTERRUPTION, LOSS OF PROFIT OR LOSS OF OPPORTUNITY. IBM products and services are warranted according to the terms and conditions of the agreements under which they are provided. Any statements regarding IBM's future direction, intent or product plans are subject to change or withdrawal without notice. Performance data contained herein was generally obtained in a controlled, isolated environments. Customer examples are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual performance, cost, savings or other results in other operating environments may vary. References in this document to IBM products, programs, or services does not imply that IBM intends to make such products, programs or services available in all countries in which IBM operates or does business. Workshops, sessions and associated materials may have been prepared by independent session speakers, and do not necessarily reflect the views of IBM. All materials and discussions are provided for informational purposes only, and are neither intended to, nor shall constitute legal or other guidance or advice to any individual participant or their specific situation. It is the customer’s responsibility to insure its own compliance with legal requirements and to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer’s business and any actions the customer may need to take to comply with such laws. IBM does not provide legal advice or represent or warrant that its services or products will ensure that the customer is in compliance with any law. 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 in connection with this publication and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. IBM does not warrant the quality of any third-party products, or the ability of any such third-party products to interoperate with IBM’s products. IBM EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. The provision of the information contained herein is not intended to, and does not, grant any right or license under any IBM patents, copyrights, trademarks or other intellectual property right. IBM, the IBM logo, ibm.com, BrassRing®, Connections™, Domino®, Global Business Services®, Global Technology Services®, SmartCloud®, Social Business®, Kenexa®, Notes®, PartnerWorld®, Prove It!®, PureSystems®, Sametime®, Verse™, Watson™, WebSphere®, Worklight®, are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at "Copyright and trademark information" at: www.ibm.com/legal/copytrade.shtml.

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