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Lotus iNotes 8.5.1 User Essentials
Lotus Training Overview

Lotus iNotes runs in a browser and includes several applications including Mail, Calendar, To Do, Contacts, Notebook, and Sametime instant messaging. During this course you will use all the applications, such as to send and reply to email using Mail. Because Sametime instant messaging is integrated with iNotes, you will also know when people are online so you can send instant messages in real time.

Calendar keeps track of your appointments and helps you schedule meetings that accommodate your co-workers’ schedules and coordinate the reservation of rooms and other resources so that everything is in place when the meeting starts.

You can record and track your To Do items, viewing them in a list or Gantt chart so you can more easily visualize your deadlines and progress over time.

Use Contacts to help manage your relationships, as well as to assist in email addressing.

Notebook provides a place to save information in a searchable collection of documents.

This course also shows you how to continue to use iNotes even while you are disconnected from the server and then synchronize changes when reconnected.

Lotus Training Learning Objectives

In this course, you will learn how to:
  • send and receive email using iNotes
  • know when other people are online and communicate with instant messages
  • organize mail into folders
  • use the Calendar to schedule appointments and meetings and check for free time in other’s schedules
  • define personal and group To Do items
  • create Contacts and Groups for easy email addressing
  • create Notebook Pages to store text and attachments
  • work in iNotes while disconnected from the Internet
  • manually archive your obsolete messages to free up space
  • access iNotes using Lite Mode and an RSS Feed Reader.
Lotus Training Audience

This course assumes basic personal computer and software skills, and is designed for individuals who can:
  • start and stop software applications in Microsoft® Windows™
  • use Microsoft Windows Explorer to find and organize files
  • use Internet Explorer 6 or Mozilla Firefox to open and navigate Web sites
  • use any other type of email
  • create, format, and print documents using a graphical word processing software package.
Lotus Training Course duration

This course is sold as a 1-day course, but instead should be thought of as a set of materials from which you can create a custom course that both meets the training objectives and your allotted time frame. Most users do not need the full course to begin using iNotes. They can always come back later to learn the more advanced topics.

Course design

This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.

Lotus Training Course outline

Topic 1: Get Started
  • Ways to access your mail and calendar file
  • Six applications in one
  • URL to your mail and calendar file
  • Log in name and password
  • Install iNotes Control and security warnings
  • Quick tourTop Menu Bar
  • Application Switcher
  • Tabs
  • Navigation Pane
  • View Pane
  • Action Bar
  • Search
  • Sidebar
  • Open/Close Pane buttonsChange the Home tab
  • Set opening tab preference
  • Get Help
  • Exercise: Get started
  • Make iNotes your default mail client
  • Controlling iNotes in the browser
  • Logout
  • Computer requirements
Topic 2: Send a Message
  • Open Mail
  • Mail folders and views
  • Create new Message
  • Message contents
  • Body field formatting
  • Attachments
  • Delivery Options
  • Type-ahead addressing and address lookup
  • Check name(s) button
  • Address Message to someone outside your company
  • Spell Check before sending
  • Send Message
  • Exercise: Create and send Message
  • Phone Message
  • If a Message doesnt get delivered
  • Delivery failure report
  • Exercise: Delivery report
Topic 3: Read Messages
  • Open Mail
  • Read a Message
  • Things you can do while reading a Message
  • Message sorting
  • Unread Messages
  • Replied to and forwarded icons
  • Jump to a Message
  • Search for a Message
  • Attachments
  • Exercise: Reply to a Message
  • Preview Messages from folder/view
  • Select multiple Messages from folder or view
  • Create folders
  • Exercise: Organize mail Messages into a folder
  • Default Move and Close action
  • Double-click View Pane to close tab
Topic 4: Advanced Messaging Features
  • Feature 1: Stationery
  • Feature 2: Text signature
  • Feature 3: Mark Message for follow up
  • Feature 4: Attention Indicators
  • Feature 5: Digitally sign and encrypt Messages
  • Feature 6: Block Mail From Sender Rule
  • Feature 7: Out of Office notifier
  • Feature 8: Message recall
Topic 5: Instant Messaging
  • Configuration
  • Online presence awareness
  • Send instant message
  • Invite more people to the conversation
  • Leave an on-screen message
  • Exercise: Send an instant message to Message sender
  • Sametime Contacts Sidebar Application
  • Send instant message to contact in Sametime Contacts
  • Exercise: Add contact and send instant message
  • Sametime Contacts View menu
Topic 6: Calendar
  • Calendar overview
  • Open Calendar
  • Calendar controls
  • Create Calendar entry
  • Change to another Calendar entry type
  • Exercise: Create new Appointment
  • Appointment tab fields
  • Exercise: Finish creating Appointment
  • Edit Calendar entry
  • Exercise: Edit Calendar entry
  • Delete Calendar entry
  • Repeat tab
  • Delete or reschedule a repeating entry
  • Calendar preferences
  • Import holidays
  • Print Calendar
  • Google Calendar overlay
Topic 7: Schedule a Meeting
  • The invitation process
  • Invitees
  • Send the invitations
  • Schedule a Meeting
  • Read and accept a Meeting invitation
  • Meeting invitation workflow
  • Participant status
  • Exercise: Schedule Meeting
  • Change of mind: Owner
  • Change of mind: Participant
  • Exercise: Reschedule Meeting
  • Automatic Processing of Meeting Invitations
  • Autoprocessing actions
  • Display Calendar Entries in Mail and Calendar Views
  • Filter Calendar Entries
Topic 8: Calendar Entry Schedule Tab
  • Check for availability
  • Exercise: Check for availability
  • Define your availability schedule
  • Create Group Calendar
Topic 9: Resource Reservations
  • Add rooms and resources to a meeting
  • Exercise: Schedule a meeting and reserve a room
Topic 10: To Do List
  • To Do List view
  • Priority icons
  • New To Do
  • To Do Views
  • Display To Do items in your Calendar
  • Overdue To Do items
  • Complete a To Do
  • Exercise: Create To Do
  • Repeating To Do items
  • Group To Do
  • Invitation/acceptance workflow
  • Exercise: Group To Do
Topic 11: Delegation
  • Delegation preferences
  • Part 1: Choose a user/group
  • Part 2: Choose what areas of your mail and calendar file to delegate
  • Part 3: Choose how much access you want to give
  • Part 4: Automatically forward Calendar notices sent to you
  • Exercise: Calendar delegation
Topic 12: Contacts
  • Open Contacts
  • Create a Contact
  • Create Contact from Message
  • Copy contact from Company Directory
  • Contact nicknames
  • Exercise: Create contacts
  • Using Contacts
  • Groups
  • Share Notes Contacts with iNotes
  • Synchronize Notes with iNotes Contacts
Topic 13: Notebook
  • Open Notebook
  • Create Notebook page
  • Synchronize with Notes Notebook
Topic 14: Work Offline
  • Step 1: Verify Notes User ID
  • Step 2: Set Offline Preferences
  • Step 3: Install Subscription
  • Lotus Domino Sync Manager Console
  • Open iNotes offline
  • Open iNotes offline from Sync Manager
  • Synchronization Schedule and Sync Options
  • Sync Options tab
  • Lotus Domino Sync Manager option menu
  • Exercise: Go offline
Topic 15: Quotas and Archiving
  • Usage Indicator
  • Near or over quota
  • Reducing the size of your mail and calendar file
  • Archive to a Domino Server
  • Archive to a local Archive file
Topic 16: Other Ways to Access Your Mail
  • iNotes Lite
  • RSS Feed of your iNotes Inbox

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