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Lotus Domino Designer 8: Special Notes Features
Lotus Training Overview

Developers often overlook the many special features integrated into Notes either because they are not aware of them or assume wrongly that they can only be used in the standard applications, such as Mail. In fact these special features can be added to all applications, and often require only an additional amount of work to support.

This course shows how users configure and use a particular feature and then describe in detail what the developer must do to support the feature.

Lotus Training Course goals

In this course, you will learn how to: This course will teach you how to:

  • Display unread marks in Folders and Views, display the total number of unread documents in Bookmarks and in Outline Entries for Folders, and filter Folders and Views to display only unread documents.
  • Describe how replication works down to the Field-level, and to employ the various design techniques that can be used to prevent replication conflicts.
  • Expand the utility of private documents to include extended document authorship and limited readership and to ensure that even private documents replicate to all servers.
  • Provide users with the ability to undelete deleted documents by adding soft deletion support.
  • Categorize documents at the View or document level using a special dialog box.
  • Develop alternate Forms for display, printing, and workflow applications.
  • Mail-enable applications to allow asynchronous inter-database messaging.
  • Enable users to discover which Folders a document has been filed in.
  • Add calendar and scheduling capabilities that tie into the domain-wide user busytime system.
  • Integrate Sametime presence awareness, instant messaging, and instant contacts.
  • Create an appropriate full text index and save advanced searches that users can run.
  • Let users use Quicksearch feature to quickly find matching documents in Views and allow users to customize shared Views and Folders to suit their needs.
  • Create a custom subscription Form that allows users to monitor your custom applications for new documents that meet their search criteria.
  • Describe how to provide a better user interface to database archiving and selective replication.
  • Describe how to provide a better user interface to posting meta information about a document to the Domain Catalog.
Lotus Training Audience

This course is designed for Notes programmers well versed in using Domino Designer 8. It assumes that you have:
  • extensive experience using Notes 8
  • thorough knowledge of the Domino Designer 8 development environment, including Form and View design
  • mastered the Topics covered in Domino Designer 8: Basic Notes Application.
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.
Course design

This is a lecture/lab course that follows a task-oriented approach. During the many course exercises you will create a working application from the ground up. As you learn about various aspects of Domino Designer, you will immediately apply the concepts and techniques as you work on your application.

Lotus Training Course duration

2 days

Lotus Training Course outline

    Topic 1: Unread Marks

      Display the number of unread documents
      Display unread count in Outline and unread marks in Views
      Mark all read/unread warning
      Scan for unread documents
      Designing for unread marks
      View unread filter
      Exercise: Create Shortcut to Notes Basic configuration
      Exercise: Display unread marks

    Topic 2: Conflict Documents

      Replication defined
      Why replicate databases
      Database Replica ID and Document UNID
      Server-to-server replication
      Item modification record
      Single source item update
      Deleted documents
      Document replication conflicts
      Save conflicts are already prevented
      Preventing replication conflicts
      Strategy 1: Proper ACL settings
      Strategy 2: Document locking
      Enable document locking in the database
      Document locks and mobile users
      Strategy 3: Document versioning
      Strategy 4: Automatically merge replication conflicts
      Strategy 5: Hide conflict documents
      Strategy 6: Programmatically resolve conflict documents
      Strategy 7: Manually reconcile conflict documents
      Exercise: Replication conflicts and document locking

    Topic 3: Private Documents

      Mark Private Action button
      Mark Public Action button
      Recover a private document
      Expand the idea of Private documents
      Replicate Private documents
      Exercise: User control over readership
      Pseudo document security

    Topic 4: Soft Document Deletions

      Designing for soft deletions
      Step 1: Set Database soft deletions property
      Step 2: Create Soft Deletions View
      Step 3: Create Outline Entry for Soft Deletions View
      Step 4: Create the Restore and Purge Agents
      Step 5: Create the Actions in the Soft Deletions View
      Exercise: Soft Deletion support
      Force a hard delete
      Soft deletions and security
      Instantly move to trash on Delete
      Programmatically prevent orphan documents

    Topic 5: Categories Field

      Handling (Not Categorized) documents
      Exercise: All Products by\Department View

    Topic 6: Alternate Forms

      Review: Form versus document
      Forms for different purposes
      User can manually change Forms
      Potential user confusion
      Programmatically select alternate Forms
      Order of precedence
      Examples of programmatic control over Forms
      Preventing user mis-saves
      Exercise: Alternate Form for printing report from View
      Exercise: Alternate Form for printing Document

    Topic 7: Mail-Enabled Applications

      Advantages of mail-enabled applications
      Mail mechanisms
      SendTo value
      Mail triggers
      @MailSend with parameters
      Exercise: @MailSend with parameters
      @MailSend without parameters
      Exercise: @MailSend without parameters
      Send the form with the message
      Strategy 1: Copy the Form to the user Mail
      Strategy 2: Store form in document Form property
      Strategy 3: Store Form only in copy of document that is mailed
      General interaction with user Mail
      Mail-in databases

    Topic 8: Discover Folders

      Find where messages are filed
      Exercise: Add Discover Folders feature

    Topic 9: Calendars and Scheduling

      Open any users Calendar
      Open ($Calendar) View in current database
      Mail custom Appointment documents to users
      Exercise: Analyze how to send a reminder to a user
      Simpler approach to adding Appointments
      More information about Appointment forms
      Embedded Scheduler architecture
      Using an Embedded Scheduler
      Add Embedded Scheduler and set properties
      Required Fields and Field association
      Exercise: Embedded Scheduler

    Topic 10: Integrated Sametime

      Sametime product family
      Online awareness in a Form
      Online awareness in Views
      Embed an Instant Messaging Contact List
      Formula language functions
      Exercise: Enable Sametime
      Programmatically send Sametime messages

    Topic 11: Full Text Search

      Built-in full text search bar
      Create the full text index
      Full text index options
      Full text search index properties
      Exercise: Create full text index
      Limitations of full text search
      Exercise: Search for information
      Search results
      Valid search operators
      Web-style search
      Improve your results
      More search options
      Save searches
      Prevent simple search if no full text index
      Programming full text search
      Enable multi-database search
      Searching multi-database indexes
      Server configuration for Domain Search

    Topic 12: View/Folder Tools

      Built-in View/Folders tools
      Starts with
      Exercise: Test Starts with
      Private Views/Folders
      User-customizable Views/Folders
      Pick Inbox Style

    Topic 13: Subscriptions

      Laborious ways to find new documents
      Subscribe to databases
      User: Configure Notes to monitor headlines
      User: Subscribe to a database
      User: Subscription results
      Admin: Subscriptions and Domino security
      Admin: Subscriptions and database security
      Admin: Database property to allow headline monitoring
      Developer: Customize Subscription Form
      Developer: Customize default View
      Exercise: Configure and test subscriptions
      Subscription Options View
      User: Three methods to display results
      Discussion Interest Profiles
      Interest Profiles and subscriptions

    Topic 14: Archiving and Selective Replication

      Selective Replication
      Drag and drop selective replication

    Topic 15: Domain Content Map

      Knowledge taxonomy
      Automatic categorization
      Document properties Meta tab
      Create the taxonomy
      Import a taxonomy
      Verify your Catalog/Domain Search server
      Use the Meta tab
      Exercise: Meta tab information
      Problems with the current (lack of) design
      Start of an improved design
      Challenges to categorized information

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