IBM LotusLive Reviewer's Guide

IBM Software

IBM LotusLive reviewer guide
LotusLive social collaboration services: easy-to-use integrated
email, social business capabilities and third-party applications
from the cloud


Dashboard Files Communities Meetings Activities Webmail Customer stories Integrated
and profile and videos applications

2


For users oF
IBM LotusLive TrIAL

Making the Welcome to the LotusLive ™ 60-day trial
guide. This interactive guide is designed
In this guide you’ll learn how to how to do
the following:
You’ll find persistent navigation at the
bottom of each page of this guide, Log in
most of your to help you get started and quickly gain
• Set up your profile
enabling you to navigate from one
• Visit lotuslive.com
an understanding of the powerful features page to another with just a click of
LotusLive trial and functionally of reliable, security-rich, • Import your contacts your mouse. You’ll also find tips and • Click on Log In in the upper
LotusLive cloud services. We think that • Upload and share files links to helpful videos and demos for right corner.
you’ll discover quickly that LotusLive • Create and join communities of each topic. Note that in order to watch • Use the email address and
will help improve productivity, deepen like-minded users any of the videos you must be logged password you provided when
customer relationships, and generate • Engage in collaborative activities in to LotusLive. you registered for your trial and
new ideas in a single, security-rich place, with your community click Log-in.
across firewalls. • Access day-to-day tasks such as • This will take you directly to the
calendaring, scheduling and email My Dashboard page.

3



For users oF
IBM LotusLive TrIAL

Your LotusLive home page: Let’s walk through the steps. 3. upload your picture so people • On the left you will find a space Learning center
can see what you look like in your for a photo with Change | Remove
Dashboard 1. Create your profile. Once you log profile and business card. beneath the photo box. TIPS
in, create your profile and add your
and profile name, contact information, company • To go back to your profile, click
• Click Change and browse for
a representative photo your To find a profile or contact record, type
information, even a photo of yourself. People from on your My Dashboard colleagues can see. the full or partial name of a person in the
Your editable profile can be searched page and then select My Profile. • You can preview the image and
The LotusLive dashboard is essentially by anyone unless you elect not to be • Click Edit to make changes to your search box located at the top right of the
then click Upload. My Dashboard page.
your gateway to all of the applications listed in the public directory. It’s easy profile settings. • Click Save Changes, and your
to create your profile. account settings information will
and functions of LotusLive. From your The People menu is a great place to
• To begin editing your profile, be updated.
dashboard, you can edit your profile, (continued on next page) manage your Contacts and connections
click People from on My
and collaborate instantly, right from the
add contacts, view news feeds, access Dashboard page and then
My Dashboard page.
select My Profile.
your email, host and join meetings, and • Click the Edit button to begin
more. On the left-hand side of the editing your profile. Tag your profile with your interests,
• You can edit your contact expertise or skills to make it easier for
dashboard, you can access all of the information, starting with your people to find you. Tagging makes it
LotusLive applications. job title, at the top of this section. easier for your colleagues to locate
• Click Save Changes and your expertise in your organization.
profile information is updated.
Your profile includes your name,

information about you, and a photo. 2. Verify that your personal
settings are correct. You can VIDEO
If you have elected to be able to be change your user name, preferred
To watch videos, you must be logged in
language, or password. Here’s how
searched publicly in LotusLive, to LotusLive.
to personalize your account settings.
colleagues searching for you will only
• Go back to your My Dashboard For more information on updating
see your name, job title, company name page. the People menu, watch the video.
• Click on My Account Settings.
and photo, unless you are in their network.
• Select your language and time
For more information on updating
zone. Select localization and make
your profile, watch the video.
your selections.
• Click Save Changes, and your
account settings information will
be updated.

4



For users oF
IBM LotusLive TrIAL

Dashboard 4. Add your Contacts. LotusLive
enables you to import and sync your
5. Invite guests to join you in
LotusLive. To work with people outside
• From the right top of the My
Dashboard page, select your
Learning center

and profile contacts from Lotus Notes® or from your company firewall, you can invite user name and then Invite a TIPS
Microsoft® Outlook, which is the way guests into LotusLive to collaborate, Guest to try LotusLive.
(continued) that you keep track of information from share files, join meetings, participate • To invite a guest, simply provide Update the About Me section of your
people in your network. Let’s walk in activities and invite guests of their their name and email address. You profile to help people find your areas of
through the steps for adding Contacts. own—at no cost to the guest. Your can add a short message inviting expertise. Write a few words about what
guests can also invite their own guests them to join you in LotusLive. projects and subject areas you work on,
• From the My Dashboard page, and be added to a Community.
click the People button. your experience, skills, and special areas
Here’s how to invite guests:
• Select Contacts. You can enter a of expertise.
New Contact either by typing in all
of the contact information or you As a Guest of LotusLive, users can:
can import contacts from Lotus
Notes or Microsoft Outlook. • Access LotusLive services to join
• When importing, select the mail meetings, read and comment on
client from which you are importing files, create and participate in
and then follow the instructions activities, take surveys, view charts
provided on the screen to export • Be part of the LotusLive Network,
your contacts as a comma- search and be found by others
separated value (CSV) file from • Add, share and sync contacts
that client. Next, browse to find
• Invite guests of their own
the CSV file that was created and
• Be added to a Community
click Continue.
• The records that were successfully
imported are now displayed. Click
Import to finish the process.

5



For users oF
IBM LotusLive TrIAL

Save time with LotusLive Files: uploading and storing files is simple. Downloading files to view them, or 3. When the dialog box opens, choose Learning center
Let’s walk through the steps. save a copy on your computer, is just one of the following options:
Files as easy.
1. From the My Dashboard page, select • Click Open to view the file. Learn more about LotusLive Files
Files from the left navigation bar 1. Click the name of the file that you • Click Save to save a copy of the
LotusLive Files is your online space under LotusLive applications. want to download. The detail page for file on your computer. A new dialog
the file is displayed. box will open. Choose the directory TIPS
for storing documents, presentation, 2. Click Upload Files in the banner. The where you want to save the file and
bookmarks, and content folders. Upload window opens. 2. Under the file icon, click Download. click Save. To share files with anyone, all you need is
You can upload and store new files 3. Click Browse to select files that you an internet email address. All you have to
want to upload. do is upload the file and then type the
(or new versions of existing files,) recipient’s internet email address when
4. Private is selected by default. To
create folders of files, and then share you share it.
keep the file private, leave this
them with others or keep them option selected.
To allow others to share the files that you
private. And you can filter your files 5. Optional: Set permissions. share with them, upload the file, share it
by person, by community, and more. • Select Encrypt the content of with your immediate team members and
these files to encrypt each file select Allow others to share in the file
If you click on Files, you instantly see details. Now you can also share these
when it is stored.
recent files or folders of files that • You can encrypt the content of files, schedule with business contacts,
these files so that they cannot colleagues, and so on.
you’ve shared or that have been
be shared with anyone. You can
shared with you. You can also search allow others to share files within Writing a good description for a shared
your company, and you can allow file will enable team members to gain
for files on a variety of parameters others to share files outside of insight into the contents and help them
such as recent collaborations, or by your company.
decide if they want to download the file.
groups or tags. 6. Optional: If you do not want to upload
a file that you added to the list, select
the file and then click Remove file. VIDEO

7. Click Upload and Share. To watch videos, you must be logged in
to LotusLive.

View an informative video demo
on LotusLive Files.

6



For users oF
IBM LotusLive TrIAL

Connecting people with common interests: Like all LotusLive features, LotusLive 5. Type a description of the purpose of 7. Type one or more tags in the Tags Learning center
Communities are easy to start. Let’s the community in the Description field. Tags are keywords that you
Communities walk through the steps of starting a field. Be as specific as possible. define to provide users with more
Learn more about LotusLive
LotusLive Community. Identify the community‘s goals. ways to identify what a community is
Communities.
all about. Tags must be a single word
LotusLive Communities enable people 1. From the My Dashboard page, select 6. Click Upload an image for your or multiple words connected with
Communities from the navigation on community to browse for an image to underscores or hyphens.
who share a common interest to interact
the left under LotusLive applications. associate with the community on the TIPS
with one another, share information and overview page. The image can be in a 8. Click Save.
2. From the My Communities, click variety of formats.
exchange ideas and are an excellent You can share ideas and information with
Start a Community to open the
community form. members of your community by posting
means of connecting members of a topics to the discussion forum, sending
project team, or organizing a task force. 3. In the Community field, type a email notifications and adding bookmarks
name for the community. Choose a to the community.
With the tools provided in LotusLive name that identifies the purpose of
the community.
Communities, you can reach out, make You can see recent updates to events
connections, and get organized. As a 4. Type the names of people that you and actions that happen within your
want to add as community members. LotusLive Communities on
community owner, you can invite others My Dashboard.
• You can search for names from
to join and to manage the content and your organization‘s directory or
your personal contacts. Type- You can leave a LotusLive Community by
membership for the community.
ahead predicts the name you are simply opening the one you want to leave
typing by comparing it to names in your My Communities tab, click
LotusLive Communities enable you to
in the directory. If it proposes the Leave Community and then click OK
participate in a community‘s discus- name that you want, click to add it. to confirm.
• To invite a guest outside of your
sion forum to explore topics and debate
organization or contact list, enter
solutions to shared problems. Every the person‘s email address and VIDEO
click the Add Member icon (+).
member of the LotusLive Community To watch videos, you must be logged in
The guest user will receive an
can view the list of fellow members, invitation to join LotusLive to LotusLive.

and, by accessing the Members page,
you can add or remove members. on LotusLive Communities.

7



For users oF
IBM LotusLive TrIAL

Real-time, online presentations: Join or start a LotusLive Meeting and send it via email, calendaring or toolbar. The Publish a File window Learning center
and invite people from your network, instant messaging. opens.
Meetings all right from My Dashboard. Let’s • To add a file to the list, click the Before logging in to LotusLive Meetings
walk through the steps. 3. Once you enter the meeting, as the Browse button, locate the folder for the first time, moderators and their
host, you’ll see the toolbar across containing the file, select the file guests should complete the LotusLive
LotusLive Meetings is a multifeature, 1. There are two ways you can start the top that provides a simple and and then click Open. Meetings system check.
a meeting. In My Dashboard, you intuitive interface for accessing • Click the Publish File button. Note
easy-to-use tool for displaying and
can click on Host a Meeting or conference controls. that uploading a file can take Complete the system check.
orchestrating real-time, web-based click on Meetings in the left-hand several minutes, depending on
navigation bar. 4. Publishing is an efficient way to
presentations. It has everything you present documents and presentation the file size and the speed of your Learn more about the system require-
2. To invite your guests to the meeting, files because participants can view Internet connection.
need to give web presentations, it ments, supported browsers and
simply click on Send an Invite, which the files without having to download • The published file appears in your
system configuration for LotusLive
requires minimal training and will create an email invitation. Or you them. To publish files: published file list and is presented
Meetings.
can copy and paste the meeting URL in the conference window. To publish
support, and there’s no need for • Click on the Publish icon from the additional files, repeat this procedure.
(continued on next page) To activate LotusLive Meetings, you will
reservations. LotusLive Meetings
be required to download a LotusLive
lets you quickly share Microsoft, Meetings plug-in. This is a one-time
Adobe®, and Lotus® documents download and is required for applica-
tion and screen sharing and for video
with colleagues practically anywhere broadcasting.
in the world.

With LotusLive Meetings you can

conduct web tours, demonstrate

web services, leverage online

content during presentations, and

even share desktop applications for

real-time software demonstrations

and application training. And, with a

web camera installed, you can also

display live video.

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For users oF
IBM LotusLive TrIAL

Meetings 5. Application sharing enables a
presenter to share individual
— To share your entire desktop,
click Share the entire screen.
• Click the Record icon from the web
conference toolbar.
Learning Center

(continued) applications or the entire desktop — To share specific applications, • Read and accept the terms and
Learn more about LotusLive Meetings.
with participants. Participants will click Choose and then select conditions regarding the recording
view the application as if it were the check box of each applica- feature.
running on their own desktop. tion that you want to share. • Follow the step-by-step instructions
TIPS
Let’s walk through the steps of • Click Start Sharing to begin. to recording a conference
applications sharing. • Click the Record icon again to stop
6. Host presenters can record a the recording. If you do not do this, You can have up to 998 participants join
• Click the Sharing icon on the meeting, including both the web and the meeting will not record. you in your meeting.
toolbar. audio conference. You can then
• Perform one of the following steps download the recording to replay it,
You can publish up to 30 files before you
in the Application Sharing window: share it with others or both.
start a conference or while the conference
is in session.

You can password-protect your meetings.

9



For users oF
IBM LotusLive TrIAL

Streamline project management: starting an activity is as easy as 4. In the Activity goal field, add a 7. Add members to the activity by Learning center
clicking and filling out a form with no description of the activity. Provide a adding a person to the field labeled
Activities required fields. Let’s walk through sentence or two that summarizes the with the appropriate role.
Learn more about LotusLive Activities.
the steps. goal of the activity.
8. To add the members of a community
Are you starting a project? Creating 1. From the My Dashboard page, select 5. In the Tags field, type a tag term. As to the activity, expand Share with
Activities from the navigation on the you type, a list of matching tags from Communities. Choose the level of TIPS
a presentation? Researching a topic?
left under LotusLive applications. the tag collection is displayed. Click a access that you want the community
Closing a deal? No matter what tag to add it or keep typing to add a members to have for the activity and If you have an activity open, you do not
2. From the My Activities view, click tag that is not in the list. Separate then type the community name into
activity you are engaged in, your see the Start an Activity button in the
Start an Activity. multiple tags with commas. the field. navigation pane. Click the Activities tab
LotusLive Activities is a web-based 3. In the Title field, type a description of to exit the open activity first.
6. In the Due Date field, add a date by 9. Click Save to finish creating the activity.
collaboration tool that can help you the activity, for example, a project name. which this activity must be completed.
You can use a template to capture the
track your goal, capture required
required steps, contacts, resources,
tasks, store associated documents and tools used to complete a common
and bring together the people you process. After you create the template,
you can create multiple activities from
need to reach your goal. it for each project you begin that uses
the process.
Activities are limited only by your

imagination. An activity can come You can see recent updates to events
and actions that happen within your
from a single idea or fragment of an
activities on My Dashboard.
idea in an email. You can quickly

invite new members to your activity
VIDEO
to brainstorm and collaborate to
reach your goal. You can also post to LotusLive.
messages, share files and links to
websites, and create and assign
on LotusLive Activities.
to-do items for your activity.

10



For users oF
IBM LotusLive TrIAL

Webmail, calendaring and Let’s walk through the steps. • You can sort your messages by date, 3. From the LotusLive iNotes dashboard, Learning center
contact management: sender, subject, flag or importance stay organized with the Calendar.
1. From the My Dashboard page, select and can search by keyword.
Webmail Mail from the left navigation bar • You can also view Contact details • The LotusLive Calendar lets you Learn more about LotusLive iNotes.
under LotusLive applications. by hovering your mouse cursor record important dates and
over Contacts. meetings, create events and track Learn more about the calendaring
LotusLive iNotes® is a security-rich, 2. From the LotusLive iNotes the status of your attendees.
• To personalize your general mail features of LotusLive iNotes.
My Dashboard, send and receive • You can choose daily, weekly or
web-based email service that email messages. preferences, spam settings, auto-
reply messages and signatures, monthly calendar views.
provides essential messaging • LotusLive iNotes lets you to create simply click on Mail Preferences. TIPS
and calendaring capabilities for folders to organize the email
messages that you want to keep Because the LotusLive iNotes service
organizations of all sizes, right from and to store email messages by supports POP and IMAP access, you
dragging and dropping messages
the My Dashboard page. can use email client software such as
into folders.
Microsoft Outlook to manage your mail.

From the personal calendar meeting
invitation, you can click Show Availability
to see the free and busy time of other users.

You can filter your mail by using the content
of different fields, such as the sender or the
subject of the email, and have your email
automatically put in different folders, for
warded to another user or marked as spam.

VIDEO

to LotusLive.

To learn more about importing
contacts into LotusLive iNotes,
watch the video.

11



For users oF
IBM LotusLive TrIAL

LotusLive success stories: Learning Center
Customer stories
Learn more about LotusLive customers
and videos

In practically every industry and

in countries all around the world,
To see how Signature Mortgage is To see how aatranslations is using To see how the Fashion Institute of
organizations are using LotusLive using LotusLive to process and the LotusLive guest account model Design and Merchandising (FIDM)
underwrite mortgages much faster and integrated applications service is using LotusLive to enhance
to transform the way they do than before, increasing monthly to gain huge saving and improve communication with its students,
business and to improve and revenue and driving new business, communication among its global watch the video.
watch the video. translators, watch the video.
simplify day-to-day work routines.

Meet a few of our customers and

learn how LotusLive is helping

them improve productivity, gain

competitive advantage and realize

a genuine return on investment.

“We decided to move employees to the cloud with LotusLive iNotes. With its simple administration tools and
user-friendly interface, LotusLive helped take pressure off our migration team. We were able to move users
quickly and easily without any interruption to our network or IT infrastructure. With LotusLive, users can now
access their email, anytime, anyplace.”

— Rosalyn Donnelly, IT manager, C&D Foods

12



For users oF
IBM LotusLive TrIAL

Boost productivity:

Integrated
applications

By adding integrated solutions from

our corporate affiliates to your

LotusLive trial, you have even more sugarCrM silanis e-signLive eXpresso Ariba Discovery

cloud-based options that can LotusLive on Sugar offers a fully Silanis e-SignLive for LotusLive is an eXpresso enables your workforce to Ariba Discovery is a free, easy-to-use
integrated customer relationship online electronic signature service from open, create and edit shared files service that gives you access to more
simplify and improve your everyday management and online collaboration Silanis that enables users to electronically without leaving LotusLive or manually than 300,000 sellers in over 400
business activities. You can sign solution that simplifies working with review, modify and sign documents in a downloading or uploading newer commodity categories. With LotusLive,
prospects and customers during the secure, compliant and collaborative versions. You never have to worry about you can schedule online meetings,
documents electronically, view lead generation, lead-to-cash and issue environment. It is hosted in the IBM who has the file open, who’s making create web conferences, chat, share
nearly any file type, talk with clients, resolution processes. Note that this LotusLive cloud. Both services work with changes to it, or if you’re looking at the documents and collaborate with sellers,
application works with LotusLive LotusLive Engage and Connections and latest version. Plus, all of your editing is speeding up communications and
schedule meetings and much more, Engage and requires a subscription to require you to subscribe to Silanis. done online with industry standard decision making. By using Ariba
directly from LotusLive. And it is SugarCRM. Click here to sign up for a document editors in either IBM Lotus Discovery with LotusLive, you can more
trial SugarCRM subscription that Watch the demo. Symphony® software or Microsoft effectively find and collaborate with
easy to get started. includes LotusLive integration. Office. Note that this application works your trading partners. Note that this
with LotusLive Engage and Connections application works with LotusLive Engage
Watch the demo. and requires the controller to subscribe and Connections and requires you to
Once you log in to your LotusLive
to eXpresso. create an account with Ariba Discovery.
trial, you’ll see the integrated
Watch the demo. Watch the demo.
applications on the left navigation
(continued on next page)
bar of your My Dashboard page.

“The value in social business is going to be tremendous for us. Now with e-signLive and LotusLive engage, our
customers have the ability to electronically review and sign applications from the convenience of their home or
office. No more time is wasted manually printing, shipping, signing, returning and verifying applications. This is
a game changer for signature Mortgage. It took a 7 – 10 day process and reduced it to minutes”

— Bob Catlin, president, Signature Mortgage

13



For users oF
IBM LotusLive TrIAL

Integrated
applications
(continued)

Vondle Live Tungle skype salesforce.com

Vondle Live is a cloud-based application Tungle is a cloud-based scheduling The Skype integration brings voice over The Salesforce.com application enables
integrated with LotusLive that enables application that connects with your Internet protocol (VoIP) to the LotusLive Salesforce CRM users to take advan-
you to view and annotate documents existing calendar, right from the LotusLive community so that you can use your tage of LotusLive Meetings, Files, and
right from your browser, without ever My Dashboard page. Tungle allows you Skype contacts to collaborate in real Activities from a LotusLive tab, right in
having to download them. Vondle Live to easily schedule meetings inside or time, without switching away from the Salesforce CRM environment. Note
supports more than 70 file types, outside your organization. Tungle syncs LotusLive. This application works with that this application works with
including Lotus Symphony and Micro- with many calendar platforms, including LotusLive Engage and Connections and LotusLive Engage and Connections
soft Word, as well as specialist formats Lotus Notes, Microsoft Outlook, requires you to create an account with and requires you to create an account
such as computer-aided design (CAD), Google Calendar and BlackBerry. This Skype. You must also have the Skype with Salesforce.com.
allowing you to work on nearly any application works with LotusLive Engage client installed.
document, from anywhere. This and Connections and requires you to Watch the demo.
application works with LotusLive Engage subscribe to Tungle. Watch the demo.
and Connections and requires you to
subscribe to Vondle Live. Watch the demo.

Watch the demo.

14


© Copyright IBM Corporation 2011

IBM Corporation
Software Group
Route 100
Somers, NY 10589
U.S.A.

Produced in the United States of America
June 2011
All Rights Reserved

IBM, the IBM logo, ibm.com, and Lotus are trademarks of International
Business Machines Corp., 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 ibm.com/legal/copytrade.shtml

Adobe is a registered trademark of Adobe Systems Incorporated in the
United States, and/or other countries.

Microsoft is a trademark of Microsoft Corporation in the United States,
other countries, or both.

References in this publication to IBM products or services do not imply that
IBM intends to make them available in all countries in which IBM operates.

The information contained in this documentation is provided for informa-
tional purposes only. While efforts were made to verify the completeness
and accuracy of the information contained in this documentation, it is pro-
vided “as is” without warranty of any kind, express or implied. In addition,
this information is based on IBM’s current product plans and strategy, which
are subject to change by IBM without notice. IBM shall not be responsible
for any damages arising out of the use of, or otherwise related to, this docu-
mentation or any other documentation. Nothing contained in this documen-
tation is intended to, nor shall have the effect of, creating any warranties or
representations from IBM (or its suppliers or licensors), or altering the terms
and conditions of the applicable license agreement governing the use of
IBM software.

IBM customers are responsible for ensuring their own compliance with
legal requirements. It is the customer’s sole responsibility 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.

Please Recycle

1 Hurwitz & Associates, “The Evolution of Build and Release Management for Effective Software Delivery: A Customer Survey with Case Studies,” Judith Hurwitz and EP314002-USEN-00
Robin Bloor, October 2007 (ftp://ftp.software.ibm.com/software/rational/web/whitepapers/WP-Rational_Build_Forge_Customer_Study_Oct2007.pdf).
2 IBM Global Technology Services, “IBM Internet Security Systems™ X-Force® 2009 Mid-Year Trend and Risk Report,” August 2009.

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