Lotus Training Overview

This course is designed for Lotus Notes 6.5 users who want to learn the most important and useful Notes 7 features in the shortest time possible. Notes 7 enhances the core Notes Desktop as well as the Mail application, and this course takes you on a quick tour of the changes.

Lotus Training Learning Objectives

In this course, you will learn how to:

• Notes Desktop You will find it easier to work with all the Notes windows you have open. You can opt to have Notes restart with the same windows you last had open and with one click, close all open windows. AutoSave automatically saves all the Notes documents you have open in Edit mode every few minutes so that you can hopefully recover your unsaved work following a crash. Instant messaging is even further integrated into Notes, allowing you to initiate Instant Meetings (with all the collaboration and audiovisual tools) from even more places where names appear.

• Mail Because mail archiving is so important, you will review how to archive mail locally using the new interface. You will also discover many minor improvements that have major productivity-enhancing capabilities.

• Calendar A new set of views help you isolate and manage meeting correspondence. To help keep your Mail database trim, a new feature lets you delete old calendar entries with just a few keystrokes.

• Room and Resource Reservation The improved reservation process increases confidence that you have successfully booked a room or resource and that it has not been overbooked or trumped by a direct reservation made from the Resource Reservation database. Resource owners can exercise more control over their assets and increase the fairness of access to the resources by limiting how far in advance they can be reserved.

This course is designed for proficient Notes 6.5 users.

If you are new to Notes 7 or think your Notes 6.x skills may be rusty, we recommend our full Lotus Notes 7 User Essentials or abbreviated Lotus Notes 7 Mail and Calendar Essentials courses, which assume you know nothing about Notes and want to build your skills from the ground up.

Lotus Training Course duration

This course is sold as a 1/2 day course.

Lotus Training Course outline

1 Notes Desktop

Window Management
Prompt on exit
Save window state on shutdown
Manually save window state
Close all windows

Document AutoSave
AutoSave prerequisites
When AutoSave runs
AutoSave timeline
If you never saved the document: Scenario 1
Manually run AutoSave
If you never saved the document: Scenario 2
Save document copy to AutoSave database

Instant Messaging
Instant Contact List display options
Expanded presence awareness
Who can see if I am online
Instant Meetings
Online meeting security
User Preferences
Usability enhancements

Other Notes Changes
Multiple Workplace Welcome Pages
Smart tags support for Office XP/2003
Background View indexing
Stronger encryption
Printer fonts

Mail Archiving
Why archive mail?
Configure local Mail archiving
Recover archived message
Archive Log database
Remove expired messages from your Mail

Other Mail Changes
Blank Subject warning
Sort by Subject
View/Folder right-click menu
New rule conditions
New rule action
Message Marking: Recipients
Embedded mail thread view
Delivery options
Status Bar
Upgrade folders
Mail delegation
Administrator control of Mail Preferences

All Calendar Entries Tab
On My Calendar
All By Date
Meeting Threads
Delete a repeating entry

Calendar Cleanup
Delete old entries
Cleanup repeating entries

Manage Rooms and Resources
Rooms and Resources Manager server task
Site document: Automatic reminder notices
Resource document: Limit advanced reservations
Clusters and multiple Resource Reservation databases


Reserve Rooms and Resources
Rooms and Resources Preferences
Restricted resource icon
Reserve room or resource in the Resource Reservation database
Quick Reservation in the Resource Reservation database
Transfer Reservation in the Resource Reservation database

Other Calendar Changes
AutoProcessing
Respond with Comments
MiniView