This course is designed for help desk professionals who are responsible for supporting the Notes 6.5 user. This course assists support professionals in fulfilling most user requests and solving many workstation problems without having to escalate problems to the Domino administrator or application developer.

Lotus Training Learning Objectives

In this course, you will learn how to:

• verify and complete the configuration of a new Notes client
• troubleshoot network connectivity, Domino Server access, and database access problems
• understand and troubleshoot Notes User ID problems
• determine user access to databases by reading ACLs and Group documents
• help users protect themselves from viruses and nefarious code
• help users configure mail and make it easier for them to correctly address messages
• help users solve mail issues, including accidental deletion of their Mail databases, accidental deletion of important messages, and exceeding the file size quota
• configure local and Server-based mail archiving
• help users configure Rules and the Out of Office agent
• assist users as they apply resources to meetings or directly reserve resources in the Resource Reservations database
• help users solve and prevent document-related problems, such as changing forms to read a document, save/replication conflicts, document reader lists, and removing documents from folders without deleting them
• create full text indexes and conduct searches using the Search Builder dialog box as well as search using Boolean operators
• create simple agents to automate Notes
• create private views and folders
• export data from a view and create a mail-merge output file using any specified delimiter
• help users combat "infoglut" by maximizing the use of Bookmarks, Bookmark Folders, the Workspace, database libraries, unread marks, and database subscriptions
• configure Notes to browse the Web and send/receive Internet mail
• support mobile users who use Notes while disconnected from the network.

This course is part of a series of courses designed to prepare help desk professionals to provide first-level user support for various clients, principally Notes 6.5.

This course is distinguished from the Lotus Notes 6.5 Administration course, which is designed for administrators who use Domino Administrator and who have administrative rights to the Domino Server. Depending on your responsibilities, you may need this additional knowledge.

Follow these paths to learn all aspects of using and supporting Domino 6.5 clients:



This course expands many of the more technical aspects of using Notes covered in the Lotus Notes 6.5 User Essentials and Lotus Domino Web Access 6.5 User Essentials courses. This course does not cover Domino Server management using Domino Administrator or application development topics.

In addition to having mastery over the content in the Lotus Notes 6 User Essentials and Lotus Domino Web Access 6.5 User Essentials courses before taking this course, participants should also have a deep understanding of:

• the Windows operating system, including how to install and troubleshoot applications
• network protocols and how to configure network interface cards and modems.

3 Days

Lotus Training Course outline

Topic 1: The Domino Client Support Landscape

What is Domino?
Defining technology 1: Domino databases
Defining technology 2: Replication
Defining technology 3: Centralized server and client administration
Defining technology 4: Centralized database control
Defining technology 5: Mail
Defining technology 6: Domino Instant Messaging
Clients that connect to Domino
Client support roles in an organization
Support resources
Support database

Offline installation
New Notes User
Manual installation
Single/Multiple User Install
Directories
Client choice
Default mail client
Reboot computer
Results
Exercise: Install Notes software
Rerun the Installer
Automated installation
Upgrade software by mail
Notes Smart Upgrade

Setup policy settings
Network connectivity required
Exercise: Notes client Setup
Exercise: Check Notes setup
Information needed when Notes starts
Summary: What Notes needs to access Domino checklist
Backup user files
Reinstalling Notes
Re-running the Setup wizard
Reconfiguration wizard
Notes crashes
Automatic Diagnostic Collection tool
Character display sizes
Reducing installation size

Notes connectivity overview
Network configuration overview
Basic connectivity
Operating system configuration
Protocol connectivity
Router paths
NotesCONNECT
Port settings in Notes
Connection problems at Startup?
Location document
Connection document
Automatic Connection document
Trace Connections from Notes
How Notes locates a Domino Server
Role of Home/Mail Server
Exercise: LAN connectivity
Proxy and firewall servers

Strategy 1: Shared executable files
Strategy 2: Multiple users on one computer
Strategy 3: Roaming between computers
Setting a user as a roaming user
Single-user installation roaming
Using roaming
Home-baked roaming
Strategy 4: Citrix MetaFrame

Authentication process
User ID responsibilities
ID file actions
Password strength
Recover a forgotten password
Smartcards
Hierarchical user names
Group documents
Server Access Lists
Recommended Server Access practices
Exercise: Server access
Agents
Server access to sign and run agents

Database Access Control List
ACL settings
ACL Entries
User Type
Conflicting/overlapping access
Explicit versus Effective Access
Entry privileges
Roles
Exercise: ACL
Notes connects but Domino refuses you
Exercise: Server and database access

Anti-Virus software
Macro "viruses"
Notes workstation security
Set your ECL
Exercise: Clear and modify ECL
Administrator control over ECLs
Notes Log
View instead of Open attachments
Encrypt Port traffic
Automatic logout
Password cracking

Notes mail architecture
User registration and mail
Location document
User Preferences vs. Mail Preferences
Default email program
Mail troubleshooting
Exercise: Mail configuration
Mail delivery problems
Delivery Options
Exercise: Delivery report
Mail trace by Domino administrator
Mail tracking request from the MTC
What the tracking request tells you
Internet mail delivery failures
Mail security
Exercise: Sign and encrypt message
Single Copy Message Store

Accurate addressing
Local Address Book
Contact documents
Exercise: Add Contact
Public Keys
Mailing Lists (Groups)
Exercise: Contact and Group documents
Mobile Directory Catalog
Exercise: Create replica of the Mobile Directory Catalog
LDAP Account documents

Problem 1: Accidental Mail database deletion
Recover a deleted Mail database
Problem 2: Accidental message deletion
Problem 3: Exceed file size quota
Help users slim down mail
Shared attachment database
Local mail archive
Configure local archiving
Routine message archive
Recover an archived message
Archive Logs database
Server-based Mail database archive
Configure Server-based Mail database archive from Notes
Configure Server-based Mail database archive from a policy
Problem 4: Wrong design
Problem 5: Obsolete design

Mail Rules
Create Rule
Multiple Rules
Exercise: Rules
Create QuickRule
Block Mail from Sender
Out of Office agent
Out of Office agent and security

Holidays
Alarms
Printing
New Notices MiniView
Meeting invitation workflow
Autoprocessing
Accidentally delete meeting from Inbox
Access to your schedule or calendar
Delegation of your calendar
Exercise: Calendar Delegation

Schedule Manager operation
Resources used in meetings
Resource Reservations database
Create site
Create resource
Room and Resource ownership
Verify resource in Domino Directory
Rename resource
Delete resource
Reserve a room in Reservations
Add Rooms and Resources to a meeting
Exercise: Schedule a meeting and reserve a room
View reservations for a specific resource
Cancel a Room/Resource Reservation
Reservation approval cycle

Configuration at Setup
Login name and password
Using a user name different from Notes name
Location settings
User preferences
Create an Instant Contact List
Chat with email sender
Chat from the Instant Contact List
Lotus Web Conferencing
Schedule online meetings
Set up Online Meeting Place
Online meetings from Calendar Entry

Feature 1: Toolbars
Create custom toolbars
Feature 2: Bookmarks
Add Bookmark to file or program
Display Bookmarks as Workspace
Bookmark details
Startup Bookmark Folder
Deploy Bookmarks
Feature 3: Status Bar
Feature 4: Welcome Page
New Welcome Page: Personal Page Style
New Welcome Page: Frame Style
Exercise: Create Frame Style
Add Notes document to frame
Welcome Page: Set any Bookmark as Home Page
Welcome Page: Workplace
Deploy Workplace as Welcome Page

Problem 1: Form is not the document
Alternate forms
Manually change forms
Automatically change forms
Potential user confusion
Problem 2: Replication conflicts
Manual reconciliation
Prevent conflict documents by design
Document locking
Enable document locking
Document locks and mobile users
Exercise: Replication conflicts
Problem 3: Phantom documents
Problem 4: Reader list exclusions
$Readers
Recover private documents
Exercise: Private documents that replicate
Problem 5: Remove document from folder vs. delete document

Find text in view
Characteristics of full text search
Create full text index
Full Text Index options
Full text search index properties
Exercise: Create Index
Search using full text search
Search results
Exercise: Full text search
Valid search operators
Improve your results
More options
Exercise: Use the Search Builder
Domain Search
Advanced Domain Search options
Exercise: Domain Search

Why create a private folder/view
Security and storage
Where is my private folder/view?
Folder/view characteristics
Folder/View restrictions
Create a private view
Customize view
Simple Search selection criteria
Field name
Select by formula
Column properties
Simple column function
Column formulas
Example formulas
Column properties
Column Info tab
Sorting tab
Format tabs
Advanced tab
Exercise: Create private view
Create private folder
Delete private view or folder

Copy Selected as Table
Print Calendar to document
Folder/View level export
Export to Comma Separated Value (CSV)
Export to 1-2-3 file
Export to Structured ASCII text
Export to Tabular ASCII text
Homegrown delimited export file
Adding literal quotes to delimited file
OLE Automation
Other products
View-level import

Agent examples
Components of every Agent
Agent considerations
Agent List
New agent dialog box
Add (Simple) Actions
How Simple Actions operate on documents
Simple Action actions
Exercise: Newsletter agent
Safe agent testing
Running agents locally on a schedule
Other ways to invoke an agent

Unread marks
Number of unread documents
Scan unread
Scan preferred
Subscriptions
Configure Notes to subscribe
Subscribe to a database
Document selection options
Work with Subscription Results
Subscription Options view
Select documents that match the selected criteria
Exercise: Subscribe to Class Discussion database
Subscribe to your mail
Document Links
Create a Notes document link
Exercise: Create document link
Link message

Browser selection
Internet Explorer settings
Browser settings in Notes
Toolbar buttons
Save Web pages
Configure size options
Result of saving a page
Web Ahead
Page Minder
Housekeeping Agent
Forward a Web page
InterNotes server
Internet mail
Send and Receive Internet mail
Two identities, one Inbox
Two identities, two Inboxes
Internet mail security options

Ways to connect via modem
Install modem hardware
Exercise: Simulate adding modem in Windows 2000
Microsoft Dial-Up Networking overview
Information you will need for DUN
Notes Port settings for DUN
Notes Direct Dialup overview
Configure modem for Notes Direct Dialup
Notes Client Reconfiguration Wizard
Proxy Servers and HTTP tunneling
Location documents
Switching locations
Common Location Dial Modifiers
Connection documents
One Connection, multiple Locations
Summary: Connection and Location documents
Connection for Home (Network Dialup) Location
Exercise: Simulate DUN configuration of Connection
Connection for Home (Notes Direct Dialup) Location
Test your location and connection
Phonebook database
Domino Passthru Servers
Passthru topology
Client-side passthru configuration
Server-side configuration
Hunt group of Passthru Servers
Server-side security
Passthru authentication
Passthru logging

What mobile users need
Two ways to work remotely
Replication
Create replica database copies
Exercise: Create replica copies and replicate
Encrypt databases on laptops
Setup/Desktop Settings policy documents
Open the replica from a Bookmark
Replicate databases
Exercise: Replicate databases
Replication Page
Database replication tasks
Call Entry/Hangup Entry tasks
Schedule task
High priority databases
Enable the replication schedule
Exercise: Scheduled replication
Force Replication Page tasks
Replication settings
Advanced replication options
Easy selective replication
Local free time system
Personal Busytime database
Add Busytime to the Replication Page
Replication page options
Replication Folders

User ID responsibilities
Database security and replication
Enforce consistent ACL
Replicate or copy documents ACL attribute
Disable printing/forwarding/copying to clipboard

Before you leave the office
While you are in transit
Travel across time zones
When you get there
Choose your location
Work style
When you receive Notes mail
When Notes mail is transferred
Keep replication times short
Replication History
Log file
Back in transit
When you return to the office
Exercise: Simulate travel
Schedule replication
Miscellaneous tips for mobile client support
Replication and accidental document deletion