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Lotus Domino Designer 8: Basic Notes Applications
Lotus Training Overview

In this course you will use Domino Designer 8 to create an application used by Notes clients to create and read documents. You will develop your application using most of the design elements available in Domino Designer.

At the beginning of the course you will create a new database, and as the course progresses, numerous exercises will give you the opportunity to add features to the application.

When you finish developing the application, you will learn the proper steps to put it into production, as well as how to maintain the data and design of the database.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • decide which applications are appropriate for Notes and how Notes applications can be structured to accomplish their objectives
  • use Domino Designer 8 to build a basic application that runs on a Domino server and is used by Notes clients
  • design applications using Pages, Forms, Fields, Views, Framesets, Outlines, Actions, and Agents
  • work with the formula language, LotusScript, and JavaScript languages
  • establish relationships between documents through data inheritance and a Response Document hierarchy
  • secure the application by assigning user rights and roles in the Database, Form, and View Access Control Lists
  • embellish the appearance of Forms and Pages using style sheets and add general and context-sensitive help
  • create standard and calendar Views that display document data
  • make it easy for users to navigate and control the application
  • use shared design elements, including Shared Resources, Files, and Code
  • use Templates to create new databases using your design and Master Templates to centralize your code changes
  • rollout a new application into a production environment
  • maintain the database data and design
  • describe the different ways to exchange data with other database systems.
Lotus Training Audience

This course is designed for individuals new to Domino Designer but who have:
  • significant experience using the Notes 8 client
  • experience with another programming language, or with any worksheet or word processor macro language.
This course relies on the WYSIWYG tools in Domino Designer and only introduces the programming languages used in Domino Designer, so a programming background is not required.

This course is part of a series of Domino Designer 8 training courses. Follow these paths to master all aspects of developing applications using Domino Designer:

Domino Designer 8: Basic Notes Applications provides the base knowledge for this additional training:

Client Track

  • Configure Domino to use DB2 as a database engine and build applications that access relational data, DB2 for Domino 8 Administrators and Developers.
  • Specialize in programming Notes applications to respond to built-in user interface features, Domino Designer 8: Special Notes Features.
  • Convert an application written for Notes clients to be used in browsers, Domino Designer 8: Basic Browser Applications.
  • Provide data to cutting-edge Web applications, Domino Designer 8: Web Agents and Web Services.
Language Track. These languages apply to both Notes and browser clients:

  • Learn sophisticated application techniques that fully exploit the formula language in Domino Designer 8: Formula Language.
  • Develop sophisticated applications and Agents with LotusScript in Domino Designer 8: LotusScript.
  • Add powerful client-side scripting to browser applications in Domino Designer 8: JavaScript.
Lotus Training Course duration

This course is sold as a 4-day course, but it is unlikely that you can finish all the topics in four days. To finish in four days, it is recommended that you defer the last few topics for self-study. Many training centers allocate five days to cover this material.

Lotus Training Course outline

    1 Getting Started with Domino Designer
      Notes Databases
        Notes database structure
        Composite Applications
        Designer experience
        Programming languages
        Start Domino Designer
        Store database on Local drive or on Domino
        Create new database
        Exercise: Create new database
      Domino Designer Quick Tour
        Domino Designer quick tour
        Designer Bookmarks
        Add tools to Domino Designer
        Adjunct programming tools
        Database Access Control List
        Exercise: Database ACL
        Database properties
        Exercise: Set Database properties
        Design element locking
        How/where applications are executed
        Backward compatibility with previous versions

    2 Forms to Create Documents
      Form Basics
        What is a Form?
        The Form is not the document
        Form designer concerns
        Design Form
        Form design panes
        Form name
        Showing the Form on menus
        Cascaded Form names
        Accelerator key assignment
        Default database form
        Form background
        Save the design element
        Form Design List
        Test the Form
        Exercise: Create and test new Form
      Fields on the Form
        Purpose of Fields
        Field versus Item
        Add Field
        Edit existing Field
        Copy and paste Fields
        Text properties
        Field properties
        Common Field names
        Internal Field names
        Reserved Field names
        Example of reserved Field name: SaveOptions
        Example reserved Field: Form
        Data types and Field types
        Control tab
        Advanced tab
        Exercise: Add Fields to Product Form
        Rich Text Fields
        Rich Text Lite Fields
      Default and Computed Field Formulas
        Field type and its events
        Example Default Value formulas
        Formula language function syntax
        Programmers Pane properties
        Search and replace
        What Field formulas can contain
        Programming rules
        Exercise: Add Default Value formulas
        Computed formulas
        Exercise: Add Computed formulas
        Debugging Field formulas
        Form evaluation sequence
        What you see is not always what you get

    3 Views of Documents
      Create New View
        View characteristics
        Create new View
        Save and Customize
        Exercise: Create a View
      View Column Formulas
        Add View columns
        Column properties Info tab
        Understand the data
        Column restrictions
        Column Value
        Example formulas
        Exercise: Column Values
        Special View-only functions
        Document statistics
      View Column Properties
        Column properties
        Format tabs
        Exercise: Advanced Format for columns
        Display values as icons
        Exercise: Display values as icons
        Sorted columns
        Exercise: Sorted column
        Categorized column
        Exercise: Categorize column
        Column totals
        Exercise: Column totals
        Use value as color
        Exercise: Use value as color
        Advanced tab: Hide column
        Exercise: Hide column
        Advanced tab: Programmatic Name
      View Selection
        View Selection options
        Simple Search
        Conditions options
        Select by Formula
        Time-based selections
        Select by document property
        Selection by exclusion
        Fuzzy selections
        Exercise: Out of Stock View
        Private Views and select by user name
        Normalizing user names
        Exercise: Sales Rep Private View
        Change the design of a Private View
      View Properties
        View name and alias
        View style
        Options tab
        Style tab
        Advanced tab
        Exercise: View properties
        View size
        View index refresh
        Purpose of Folders
        Shared versus private Folders
        Special design considerations
        Delete document error
        Exercise: Create shared Folder

    4 Application Layout and Navigation
      Application Structure
        Developer decisions
        Application purpose
        Applications NOT right for Domino
        Applications right for Notes
        Application structure options
        Default structure
        Increasing detail
        Linear progression
        Random access
        Inherent Notes client capabilities
        Types of Actions
        Action Pane
        Working in the Action Pane
        Create Action
        Action with Sub Action
        System Actions
        Simple Actions
        Coding the Action
        Action Bar properties
        Hidden Actions
        Hide When
        Exercise: Form navigation using Actions
        Using @Commands
        Syntax guidelines
        @Command evaluation sequence
        View Actions
        Exercise: View Action
        Example Hide When formulas
        Hide When and the Evaluate actions View property
        Exercise: Context-sensitive View Action
        What is a Page?
        Create Page
        Page name
        Exercise: Create container Page
        Hotspot button
        Exercise: Welcome Page with a button
        Computed Text
        Exercise: Page with Computed Text
      Outline Control
        History of the Notes window
        Outline Control features
        Create an Outline
        Step 1: Create Outline and Outline Entries
        Exercise: Create Outline and Outline Entries
        Step 2: Embed the Outline
        Embedded Outline properties Info tab
        Example Outlines
        Exercise: Embed the Outline on a Page
        Special Entries
        Image Resources
        Image Resource properties
        Rollover images and image wells
        Exercise: Add Image Resources
        Exercise: Add Image Resources to Outline Entries
        Frames and Framesets
        Create Frameset
        What usually goes into Frames
        Assign Frame content
        Special Frame names and document preview
        Self-framing design elements
        Targeting content to Frames
        Special target names
        Notes-only Frame features
        Exercise: Create Frameset
      Database Launch Options
        Default database launch property
        Control database launch options
        Database Postopen event for Notes clients
        Exercise: Database launch
        Exercise: Fix a small glitch

    5 Accurate Data Entry
      Editable Field Translation and Validation
        Input Translation event
        Input Validation event
        Triggering validation from the Save Action
        Exercise: Add Editable Field formulas
        Field onBlur event
        Field onBlur using Javascript
        Language choice for Field operations
        Form flow
        Automatically refresh fields
      List Fields
        Where the choices come from
        Enter choices
        Keyword synonyms
        Exercise: Keyword synonyms
        Use formula for choices
        Use Address dialog or Access Control List for choices
        Use View dialog for choices
        Exercise: Use View dialog for choices
        Checkbox and radio button options
        Refresh on change
        Allow multiple values in Fields
        Multiple value items and Views
        Edit versus Read mode display

    6 Response Forms and Views
      Formulas Inherit Values
        Why inherit data?
        Configuring inheritance
        Using inheritance
        Inheriting data across databases
        Document Universal Note ID (UNID) and NoteID
        Exercise: Inherit data
        Inherit entire selected document into Rich Text Field
      Response Documents

        Three types of documents
        From response to document and back again
        Design response Form
        @Commands to create response documents
        Response with reference
        View Response documents
        Design a hierarchical View
        Select response documents in a View
        Common columns
        Responses only column
        Responses only column formula
        Indicating response documents in a View
        View column totals
        Exercise: Response documents

    7 More Views of Documents
      Embedded Views
        Embedded View
        How to embed a View
        Single category View
        Exercise: Single category View
        View Filter
        Embedded Editor
      Calendar Views
        Calendar features
        Create a Calendar View
        Style tab
        Font tab
        Calendar format
        Two types of entries
        Defining just the required columns
        Defining all the columns
        Exercise: Create Calendar View
        Exercise: Show out of stock products
        Optional Exercise: Calendar View Events
        Embedded Date Picker
      Grid-Style Views
        View properties
        View-level edit caveats
        Enabling cell edits
        Column programmatic name
        Inviewedit event code
        Cycling through allowable values
        Exercise: Alter All Products View to be Grid-style

    8 Security At All Levels
      Authenticated User Names
        Security model
        Register Notes users
        Authentication process
        Anonymous users
        Hierarchical names
        Authenticated name
        Alternate name
        Domino Administrator responsibilities
        Developer responsibilities
      Database Access Control List
        Access Control List
        ACL Entries
        Add users to the ACL
        Acceptable ACL Entries
        Standard settings
        User Type
        Conflicting/overlapping access
        Explicit versus Effective Access
        Maximum Internet name & password access
        Access privileges
        Create and assign a role
        Exercise: Define ACL and roles
        Set Administration Server
        Enforce Consistent ACL
        Enforce Consistent ACL and new replicas, new copies
      Form, View, and Document Security
        Form security
        Anonymous Form
        View security
        Name storage
        @UserName and data type
        Authors Fields
        Exercise: Design element access and Authors Field
        Authors Fields you should always include
        Readers Fields
        Implied readership
        Readers/Authors Fields interaction
        Author access and replication
        Determining user access
        Determining user role membership
        Signed documents
      Controlled Access Sections
        Controlled Access Sections refine authorship
        Define Controlled Access Section
        Controlled Access Sections and true document security
        Controlled Access Sections and signed Fields
      Field Security
        Editor access to update
        Example: Editor access to update
        Input Enabled event for Fields
        Exercise: Input Enabled event
        Field encryption
        Task 1: Create a Secret Key
        Task 2: Distribute the key
        Task 3: Enable the Field(s) for encryption
        Task 4: Associate the key
        Exercise: Encrypt pricing details
        Encryption caveats
        Changing/ removing document encryption

    9 Embellishing the User Interface
      Form Design and Layout
        Non-scrolling header
        Create table
        Nested tables
        Exercise: Tabbed and nested tables
        Cascading Style Sheets
        CSS attributes of objects
        Add a style sheet
        Exercise: Add a style sheet
      Helping the User
        On Open Form properties
        Window Titles
        Exercise: Add Window Title
        Default printout header and footer
        Database Icon
        Exercise: Database/Bookmark Icon
        About/Using this Application
        onHelp and HelpRequest events
        Field-level help
        Enable instant spell check
        Text popup
        Formula popup
        Link Hotspot
        Action Hotspot
        Remove a Hotspot
        Image maps

    10 Application Rollout and Maintenance
      Database Rollout
        Rollout checklist
        Basic tab in Database properties
        Info tab in Database properties
        Design tab in Database properties
        Advanced tab in Database properties
        Notes client ECLs and signatures
        Re-sign the design
        Manually change the ECL
        Enforcing standard ECLs
        Mail-In Database document
        Testing cycles
        Mitigate performance problems
        Create archive of design
        Design Synopsis
        Verify ACL
        Server and Domain-wide ACL management
        Exercise: Database Catalog
        Verify Server document
        Copy database to Domino Server
        Create replicas
        Encrypt databases
        Full Text/Domain Search Indexes
        Database Library
        Create Database Library
        Exercise: Publish application
        Notify Users
        Monitor database use
      Update Agents
        Agent categories
        Four components of every Agent
        Create new Agent
        Agent list
        Agents and security
        How formulas operate in update Agents
        Trigger: Running the Agent from the menu
        Search: SELECT statements
        Search: Full text search
        Search: Cannot select response documents
        Action: FIELD statement
        Examples: Field and document-related Actions
        Exercise: Review ConvertInStock Agent
      Shared Code
        Subform examples
        Create Subform
        Exercise: Create and insert Subform
        Computed Subforms
        Example: Computed Subform
        Insert a Computed Subform
        Shared Subform caveat
        Shared Fields
        Add Shared Field to Form
        Work with Shared Fields
        Shared View Columns
        Insert Shared Column
        Find Views where a Shared Column has been used
        Shared Actions
        Shared Code and performance
        Sharing design elements from other databases
        Shared design element caveats
        Templates versus Master Templates
        Create a new database using a Template
        Create a Template
        Second use for a Template
        Default ACL settings in a Template
        Exercise: Templates
        Design maintenance
        Create a Master Template
        Inherit the design of a Master Template
        Entire database design refresh
        Specific design element refresh
        Blocking design element refresh/replace
        Copy and paste design elements
        Exercise: Master Templates
        Database properties that are replaced/refreshed
        Master Template strategies
        Example: One-to-many
        Hide design
        Single Copy Template
        SCT facts
        Configure Single Copy Template
        Where to do your design work
        Template auditing
      Data Exchange
        Built-in access from the inside out
        Programmatic access to Notes data
        Drivers and services for Notes/Domino to access external data
        Drivers used by external applications to access Notes data
        Web access to Notes data
        Off-the-shelf applications that access Notes data

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