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Lotus Notes 6.5 Support
Lotus Training Overview

This course is designed for help desk professionals who are responsible for supporting the Notes 6.5 user. This course assists support professionals in fulfilling most user requests and solving many workstation problems without having to escalate problems to the Domino administrator or application developer.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • verify and complete the configuration of a new Notes client
  • troubleshoot network connectivity, Domino Server access, and database access problems
  • understand and troubleshoot Notes User ID problems
  • determine user access to databases by reading ACLs and Group documents
  • help users protect themselves from viruses and nefarious code
  • help users configure mail and make it easier for them to correctly address messages
  • help users solve mail issues, including accidental deletion of their Mail databases, accidental deletion of important messages, and exceeding the file size quota
  • configure local and Server-based mail archiving
  • help users configure Rules and the Out of Office agent
  • assist users as they apply resources to meetings or directly reserve resources in the Resource Reservations database
  • help users solve and prevent document-related problems, such as changing forms to read a document, save/replication conflicts, document reader lists, and removing documents from folders without deleting them
  • create full text indexes and conduct searches using the Search Builder dialog box as well as search using Boolean operators
  • create simple agents to automate Notes
  • create private views and folders
  • export data from a view and create a mail-merge output file using any specified delimiter
  • help users combat "infoglut" by maximizing the use of Bookmarks, Bookmark Folders, the Workspace, database libraries, unread marks, and database subscriptions
  • configure Notes to browse the Web and send/receive Internet mail
  • support mobile users who use Notes while disconnected from the network.
Lotus Training Audience

This course is part of a series of courses designed to prepare help desk professionals to provide first-level user support for various clients, principally Notes 6.5.

This course is distinguished from the Lotus Notes 6.5 Administration course, which is designed for administrators who use Domino Administrator and who have administrative rights to the Domino Server. Depending on your responsibilities, you may need this additional knowledge.

Follow these paths to learn all aspects of using and supporting Domino 6.5 clients:

This course expands many of the more technical aspects of using Notes covered in the Lotus Notes 6.5 User Essentials and Lotus Domino Web Access 6.5 User Essentials courses. This course does not cover Domino Server management using Domino Administrator or application development topics.

In addition to having mastery over the content in the Lotus Notes 6 User Essentials and Lotus Domino Web Access 6.5 User Essentials courses before taking this course, participants should also have a deep understanding of:

  • the Windows operating system, including how to install and troubleshoot applications
  • network protocols and how to configure network interface cards and modems.
Lotus Training Course duration

3 Days

Lotus Training Course outline

Topic 1: The Domino Client Support Landscape

    What is Domino?
    Defining technology 1: Domino databases
    Defining technology 2: Replication
    Defining technology 3: Centralized server and client administration
    Defining technology 4: Centralized database control
    Defining technology 5: Mail
    Defining technology 6: Domino Instant Messaging
    Clients that connect to Domino
    Client support roles in an organization
    Support resources
    Support database
Topic 2: Notes Installation
    Offline installation
    New Notes User
    Manual installation
    Single/Multiple User Install
    Client choice
    Default mail client
    Reboot computer
    Exercise: Install Notes software
    Rerun the Installer
    Automated installation
    Upgrade software by mail
    Notes Smart Upgrade
Topic 3: Notes Setup
    Setup policy settings
    Network connectivity required
    Exercise: Notes client Setup
    Exercise: Check Notes setup
    Information needed when Notes starts
    Summary: What Notes needs to access Domino checklist
    Backup user files
    Reinstalling Notes
    Re-running the Setup wizard
    Reconfiguration wizard
    Notes crashes
    Automatic Diagnostic Collection tool
    Character display sizes
    Reducing installation size
Topic 4: Notes LAN Connectivity
    Notes connectivity overview
    Network configuration overview
    Basic connectivity
    Operating system configuration
    Protocol connectivity
    Router paths
    Port settings in Notes
    Connection problems at Startup?
    Location document
    Connection document
    Automatic Connection document
    Trace Connections from Notes
    How Notes locates a Domino Server
    Role of Home/Mail Server
    Exercise: LAN connectivity
    Proxy and firewall servers
Topic 5: Multi-User PCs and Roaming Users
    Strategy 1: Shared executable files
    Strategy 2: Multiple users on one computer
    Strategy 3: Roaming between computers
    Setting a user as a roaming user
    Single-user installation roaming
    Using roaming
    Home-baked roaming
    Strategy 4: Citrix MetaFrame
Topic 6: Notes User IDs and Server Security
    Authentication process
    User ID responsibilities
    ID file actions
    Password strength
    Recover a forgotten password
    Hierarchical user names
    Group documents
    Server Access Lists
    Recommended Server Access practices
    Exercise: Server access
    Server access to sign and run agents
Topic 7: Database Security
    Database Access Control List
    ACL settings
    ACL Entries
    User Type
    Conflicting/overlapping access
    Explicit versus Effective Access
    Entry privileges
    Exercise: ACL
    Notes connects but Domino refuses you
    Exercise: Server and database access
Topic 8: Workstation Security
    Anti-Virus software
    Macro "viruses"
    Notes workstation security
    Set your ECL
    Exercise: Clear and modify ECL
    Administrator control over ECLs
    Notes Log
    View instead of Open attachments
    Encrypt Port traffic
    Automatic logout
    Password cracking
Topic 9: Mail Configuration and Delivery
    Notes mail architecture
    User registration and mail
    Location document
    User Preferences vs. Mail Preferences
    Default email program
    Mail troubleshooting
    Exercise: Mail configuration
    Mail delivery problems
    Delivery Options
    Exercise: Delivery report
    Mail trace by Domino administrator
    Mail tracking request from the MTC
    What the tracking request tells you
    Internet mail delivery failures
    Mail security
    Exercise: Sign and encrypt message
    Single Copy Message Store
Topic 10: Mail Addressing
    Accurate addressing
    Local Address Book
    Contact documents
    Exercise: Add Contact
    Public Keys
    Mailing Lists (Groups)
    Exercise: Contact and Group documents
    Mobile Directory Catalog
    Exercise: Create replica of the Mobile Directory Catalog
    LDAP Account documents
Topic 11: Mail Database Management
    Problem 1: Accidental Mail database deletion
    Recover a deleted Mail database
    Problem 2: Accidental message deletion
    Problem 3: Exceed file size quota
    Help users slim down mail
    Shared attachment database
    Local mail archive
    Configure local archiving
    Routine message archive
    Recover an archived message
    Archive Logs database
    Server-based Mail database archive
    Configure Server-based Mail database archive from Notes
    Configure Server-based Mail database archive from a policy
    Problem 4: Wrong design
    Problem 5: Obsolete design
Topic 12: Mail Automation
    Mail Rules
    Create Rule
    Multiple Rules
    Exercise: Rules
    Create QuickRule
    Block Mail from Sender
    Out of Office agent
    Out of Office agent and security
Topic 13: Calendar and Scheduling
    New Notices MiniView
    Meeting invitation workflow
    Accidentally delete meeting from Inbox
    Access to your schedule or calendar
    Delegation of your calendar
    Exercise: Calendar Delegation
Topic 14: Resource Reservations
    Schedule Manager operation
    Resources used in meetings
    Resource Reservations database
    Create site
    Create resource
    Room and Resource ownership
    Verify resource in Domino Directory
    Rename resource
    Delete resource
    Reserve a room in Reservations
    Add Rooms and Resources to a meeting
    Exercise: Schedule a meeting and reserve a room
    View reservations for a specific resource
    Cancel a Room/Resource Reservation
    Reservation approval cycle
Topic 15: Domino Instant Messaging
    Configuration at Setup
    Login name and password
    Using a user name different from Notes name
    Location settings
    User preferences
    Create an Instant Contact List
    Chat with email sender
    Chat from the Instant Contact List
    Lotus Web Conferencing
    Schedule online meetings
    Set up Online Meeting Place
    Online meetings from Calendar Entry
Topic 16: Notes Desktop
    Feature 1: Toolbars
    Create custom toolbars
    Feature 2: Bookmarks
    Add Bookmark to file or program
    Display Bookmarks as Workspace
    Bookmark details
    Startup Bookmark Folder
    Deploy Bookmarks
    Feature 3: Status Bar
    Feature 4: Welcome Page
    New Welcome Page: Personal Page Style
    New Welcome Page: Frame Style
    Exercise: Create Frame Style
    Add Notes document to frame
    Welcome Page: Set any Bookmark as Home Page
    Welcome Page: Workplace
    Deploy Workplace as Welcome Page
Topic 17: Document Issues
    Problem 1: Form is not the document
    Alternate forms
    Manually change forms
    Automatically change forms
    Potential user confusion
    Problem 2: Replication conflicts
    Manual reconciliation
    Prevent conflict documents by design
    Document locking
    Enable document locking
    Document locks and mobile users
    Exercise: Replication conflicts
    Problem 3: Phantom documents
    Problem 4: Reader list exclusions
    Recover private documents
    Exercise: Private documents that replicate
    Problem 5: Remove document from folder vs. delete document
Topic 18: Full Text Search
    Find text in view
    Characteristics of full text search
    Create full text index
    Full Text Index options
    Full text search index properties
    Exercise: Create Index
    Search using full text search
    Search results
    Exercise: Full text search
    Valid search operators
    Improve your results
    More options
    Exercise: Use the Search Builder
    Domain Search
    Advanced Domain Search options
    Exercise: Domain Search
Topic 19: Private Views and Folders
    Why create a private folder/view
    Security and storage
    Where is my private folder/view?
    Folder/view characteristics
    Folder/View restrictions
    Create a private view
    Customize view
    Simple Search selection criteria
    Field name
    Select by formula
    Column properties
    Simple column function
    Column formulas
    Example formulas
    Column properties
    Column Info tab
    Sorting tab
    Format tabs
    Advanced tab
    Exercise: Create private view
    Create private folder
    Delete private view or folder
Topic 20: View/Folder-Level Export
    Copy Selected as Table
    Print Calendar to document
    Folder/View level export
    Export to Comma Separated Value (CSV)
    Export to 1-2-3 file
    Export to Structured ASCII text
    Export to Tabular ASCII text
    Homegrown delimited export file
    Adding literal quotes to delimited file
    OLE Automation
    Other products
    View-level import
Topic 21: Simple Agents
    Agent examples
    Components of every Agent
    Agent considerations
    Agent List
    New agent dialog box
    Add (Simple) Actions
    How Simple Actions operate on documents
    Simple Action actions
    Exercise: Newsletter agent
    Safe agent testing
    Running agents locally on a schedule
    Other ways to invoke an agent
Topic 22: Keeping Organized and Informed
    Unread marks
    Number of unread documents
    Scan unread
    Scan preferred
    Configure Notes to subscribe
    Subscribe to a database
    Document selection options
    Work with Subscription Results
    Subscription Options view
    Select documents that match the selected criteria
    Exercise: Subscribe to Class Discussion database
    Subscribe to your mail
    Document Links
    Create a Notes document link
    Exercise: Create document link
    Link message
Topic 23: Web Browsing and Internet Mail
    Browser selection
    Internet Explorer settings
    Browser settings in Notes
    Toolbar buttons
    Save Web pages
    Configure size options
    Result of saving a page
    Web Ahead
    Page Minder
    Housekeeping Agent
    Forward a Web page
    InterNotes server
    Internet mail
    Send and Receive Internet mail
    Two identities, one Inbox
    Two identities, two Inboxes
    Internet mail security options
Topic 24: Notes Connectivity via Modem
    Ways to connect via modem
    Install modem hardware
    Exercise: Simulate adding modem in Windows 2000
    Microsoft Dial-Up Networking overview
    Information you will need for DUN
    Notes Port settings for DUN
    Notes Direct Dialup overview
    Configure modem for Notes Direct Dialup
    Notes Client Reconfiguration Wizard
    Proxy Servers and HTTP tunneling
    Location documents
    Switching locations
    Common Location Dial Modifiers
    Connection documents
    One Connection, multiple Locations
    Summary: Connection and Location documents
    Connection for Home (Network Dialup) Location
    Exercise: Simulate DUN configuration of Connection
    Connection for Home (Notes Direct Dialup) Location
    Test your location and connection
    Phonebook database
    Domino Passthru Servers
    Passthru topology
    Client-side passthru configuration
    Server-side configuration
    Hunt group of Passthru Servers
    Server-side security
    Passthru authentication
    Passthru logging
Topic 25: Prepare Notes for Mobile Use
    What mobile users need
    Two ways to work remotely
    Create replica database copies
    Exercise: Create replica copies and replicate
    Encrypt databases on laptops
    Setup/Desktop Settings policy documents
    Open the replica from a Bookmark
    Replicate databases
    Exercise: Replicate databases
    Replication Page
    Database replication tasks
    Call Entry/Hangup Entry tasks
    Schedule task
    High priority databases
    Enable the replication schedule
    Exercise: Scheduled replication
    Force Replication Page tasks
    Replication settings
    Advanced replication options
    Easy selective replication
    Local free time system
    Personal Busytime database
    Add Busytime to the Replication Page
    Replication page options
    Replication Folders
Topic 26: Mobile Security
    User ID responsibilities
    Database security and replication
    Enforce consistent ACL
    Replicate or copy documents ACL attribute
    Disable printing/forwarding/copying to clipboard
Topic 27: Working Remotely
    Before you leave the office
    While you are in transit
    Travel across time zones
    When you get there
    Choose your location
    Work style
    When you receive Notes mail
    When Notes mail is transferred
    Keep replication times short
    Replication History
    Log file
    Back in transit
    When you return to the office
    Exercise: Simulate travel
    Schedule replication
    Miscellaneous tips for mobile client support
    Replication and accidental document deletion

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