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Lotus Domino Designer 7: 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 Learning Objectives

In this course, you will learn 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 7. It assumes that you have:
  • extensive experience using Notes 7
  • thorough knowledge of the Domino Designer 7 development environment, including Form and View design
  • mastered the Topics covered in Domino Designer 7: Basic Notes Application.
This course is part of a series of Domino Designer 7 training courses. Follow these paths to master all aspects of developing applications using Domino Designer:

Domino Designer 7: 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 7 Administrators and Developers.
  • Specialize in programming Notes applications to respond to built-in user interface features, Domino Designer 7: Special Notes Features.
  • Convert an application written for Notes clients to be used in browsers, Domino Designer 7: Basic Browser Applications.
  • Provide data to cutting-edge Web applications, Domino Designer 7: 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 7: Formula Language.
  • Develop sophisticated applications and Agents with LotusScript in Domino Designer 7: LotusScript.
  • Add powerful client-side scripting to browser applications in Domino Designer 7: JavaScript.
Lotus Training Course duration

This course is sold as a 2-day course.

Lotus Training 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 outline

Topic 1: Unread Marks

    Display the number of unread documents
    Display unread count in Outline and unread marks in Views
    marks in Views
    Mark all read/unread warning
    Scanning for unread documents
    Designing for unread marks
    View unread filter
    Exercise: Display unread marks

Topic 2: Conflict Documents
    Replication defined
    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
    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
    Forcing 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
    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
    Embedded Scheduler architecture
    Using an Embedded Scheduler
    Add Embedded Scheduler and set properties
    Required Fields and Field association
    Exercise: Embedded Scheduler
    Simpler approach to scheduling

Topic 10: Integrated Sametime
    Online awareness in a Form
    Online awareness in Views
    Embedding 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
    Improve your results
    More options
    Save searches
    Enable multi-database search
    Searching multi-database indexes
    Server configuration for Domain Search
    Programming full text 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
    Typical ways to find new documents
    Monitor databases with subscriptions
    Subscribe to a database
    Document selection options
    Work with subscription results
    Subscription Options View
    Select documents that match the selected criteria
    Configure Notes to monitor headlines
    Subscriptions and Domino security
    Subscriptions and database security
    Database property to allow headline monitoring
    Custom Subscription Form
    Exercise: Configure and test subscriptions
    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 design
    An improved design

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