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Lotus Notes v5 Introduction; Using Lotus Notes

Course Aims
This course is designed to introduce users to Lotus Notes 5. This course will provide the readers with the basic skills and knowledge necessary to get started using the essential features of Lotus Notes 5 to benefit from this powerful workplace tool.

Assumed Knowledge
A basic understanding of using PCs, a keyboard and a mouse, plus knowledge of MS Windows is required. Some understanding of networking concepts would be useful but not essential.

Course Audience
New or intending users of Lotus Notes 5 who want to gain a good understanding of this powerful groupware product.

This course can be found in the following categories:

Courses > Contact Management
Courses > Lotus > Lotus Notes
Courses > Databases > Lotus Notes Database

Table of Contents

Introduction to Lotus Notes 5

Lotus Notes 5

Starting, stopping and exiting Notes

Setting up Notes the first time

Setting up Notes for Network use only

Setting up Notes for use without a connection

Changing your Notes setup

Specifying startup settings

Specifying basic settings

Specifying advanced settings

Setting up mail

Setting up ports

Using Databases

Getting information about a database

Publishing databases to libraries

Searching for databases

Adding databases to your workspace

Using database icons

Using stacked database replica icons

Managing a database file

Deleting a database

Portfolios

Managing a Portfolio

Replicating Portfolios

Using a portfolio in different locations

Using Views, Panes and Folders

Opening a view

Looking at documents in a view

Sorting a view by clicking a column heading

Collapsing or expanding a view

Refreshing a view to show new documents

Showing only certain documents in a view

Managing view categories

Switching between views

Managing documents in views

Using quick search in a view

Managing Panes

Managing Folders

Reading, creating and editing documents

Reading documents

Opening a document

Previewing documents

Moving around a document

Changing the display of documents

Closing a document

Using features you see in documents

Displaying an object’s data

Creating a document

Creating a document that opens an Internet URL automatically

Editing a document

Saving documents

Using permanent pen

Checking spelling

Adding information to documents

Creating Lists

Creating a Table

Creating a collapsed section

Creating a Link

Creating a Button

Creating Hotspots

Adding Java Applets to Documents

Adding a horizontal line

Adding a Picture

Changing the background colour of a document

Undoing an action

Copying, moving or deleting data

Formatting paragraphs

Formatting tables

Formatting Sections

Formatting Buttons

Formatting Hotspots

Resizing a picture

Searching for Information

Searching for Information

Searching for documents that contain specific text or match specific criteria

Displaying search results

Using Mail

Opening your mail database

Creating a mail message

Addressing mail

Changing the delivery options of a message

Changing the reply options of a message

Sending a message

Discarding a mail message without sending or saving it

Saving messages

Reading messages

Replying to a message

Forwarding messages and documents

Editing an existing message

Deleting mail messages

Changing the letterhead in your messages

Using the Calendar, Assigning Tasks and Scheduling Meetings

Displaying the Calendar

Specifying dates and times

Creating calendar entries

Adding an appointment to the calendar

Adding a reminder to the calendar

Adding an event to the calendar

Adding an anniversary to the calendar

Creating calendar entries from existing documents

Managing calendar entries

Creating Tasks

Creating Tasks from existing documents

Managing Tasks

Scheduling meetings

Printing in Notes

Setting up a Printer

Setting up a page for printing

Previewing a document for printing

Printing documents

Printing the calendar

Security in Notes

Changing your Password

Examining your User ID

Changing your user name

Changing your user name using Notes mail

Changing your user name without using Notes mail

Using Certificates

Requesting New Certificates

Requesting Cross Certificates

Merging new certificates into your User ID file

Deleting certificates in your User ID file

Switching to a different User ID

Locking your User ID

Keeping a local database secure

Keeping your workstation secure

Using Agents to Automate Tasks

Creating an Agent

Naming an Agent

Assigning actions to agents

Managing documents using agents

Making agents that send messages

Running agents

Limiting which documents are processed by agents

Building a search query for agents

Running an agent from the workspace

Sharing information with other applications

Sharing information with other applications

Copying data into a document

Attaching a file to a document

Importing a file into a document

Exporting a document to a file

Adding objects to documents

Embedding part of a file in a document

Embedding an entire file in a document

Embedding new data in a document

Linking a file to a document

Creating a link to embedded data

Creating a link to a Notes document, view or database

Managing objects

Changing the display of an object

Copying and pasting an object or custom control

Editing an embedded object

Editing a Linked object

Expanding an embedded OLE 2 object

Expanding a custom control

Updating a linked object

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Sunday 20th May 2012