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Lotus Notes 6.5 User Essentials
Lotus Training Overview

During this course you will send and reply to electronic mail using Lotus Notes 6.5+. Because Notes incorporates Lotus Instant Messaging (Sametime), you will also know when people are online so you can chat in real time.

Once you have the basics of mail mastered, you will learn all the options available when you send mail. Because mail is a key business application, you will learn how to organize mail into folders and to archive important messages.

You will learn also how to use the Calendar and how to schedule a meeting and send invitations to other people.

In addition to learning about Notes Mail, you will learn the most commonly used features as you use the Address Book, create a personal Journal, and participate in a shared discussion on a Lotus Domino Server.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • navigate in the Notes user interface
  • send and receive electronic mail
  • format your messages and include attachments
  • know when other people are online and communicate with instant messages
  • organize your mail into folders
  • configure user preferences, mail preferences, and delivery options
  • create contacts and group lists in your personal Address Book
  • use the Calendar to schedule appointments and meetings
  • open other users' calendars and create a Group Calendar
  • use the Scheduler to check for free time in other people's schedules
  • enable the Out of Office agent to automatically respond to memos while you are away
  • archive messages into an Archive database
  • create a personal Journal database from a database template
  • participate in a shared Discussion database on a Domino Server
  • determine your rights in a database and protect your computer from rogue code
  • use Notes to browse the Web and send/receive mail from your personal Internet mail account
  • create and manage Bookmarks and Bookmark Folders
  • use Notes while disconnected from the company network.
Lotus Training Audience

There are two audiences for this course :

New Notes users who can :

  • start and stop software applications in Microsoft® Windows™
  • use Microsoft Windows Explorer to find and organize files
  • create, format, and print documents using a graphical word processing software package
  • use Microsoft Internet Explorer to browse Web pages and manage a list of "favorite" bookmarks.
For these individuals, only parts of the course may be presented.

Help desk employees who want an in-depth understanding of how Notes is used on a day-to-day basis. This course is followed by the Lotus Notes 6.5 Support course.

Lotus Training Course duration

This course is sold as a 3-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 alloted time frame. Most users do not need the full course to begin using Notes. You can always come back later and train them in more advanced topics.

Lotus Training Course outline

Topic 1: Get Started

    What is Lotus Notes?
    What is a Notes database?
    What is a Notes application?
    Personal and shared applications
    Start Lotus Notes
    Quick tour of the Notes interface
    Get Help
Topic 2: Security and Notes User IDs
    Notes User ID
    Server access
    User ID responsibilities
    ID file actions
    Recover a forgotten password
Topic 3: Send Message
    Mail and company policies
    Open your Mail database
    Default email program
    Starting window
    Create Memo
    Address fields
    Type-ahead addressing
    Select addresses
    Search for names
    Send mail outside your company
    Content fields
    Send message
    Exercise: Create and send memo
    Send phone message
    How mail delivery works
Topic 4: Delivery Options
    Delivery options
    Exercise: Mail delivery options
    Advanced delivery options
Topic 5: Read Messages
    "You have new mail"
    Read message
    Mail preview
    Exercise: Read mail
    Read next/previous message
    View unread messages
    Reply to mail
    Exercise: Reply to mail
    Re-send a message
    Forward message
    Copy Into New
    Delete mail
    Delete mail from the Sent folder
    Print message
Topic 6: Folders and Views
    Navigate in views
    View sorting
    Customize View
    Row colors
    Select multiple messages
    Print view
    Print messages from the view
    Exercise: Print a view and messages
    View extras
    All Documents and Mail Threads views
Topic 7: Attachments
    What is an attachment?
    When not to attach a file
    How to attach a file
    View, Open, Edit, Save, Delete attachments
    Exercise: Attach file
Topic 8: Organize Messages using Folders
    Create folder
    Send and File
    Folder options
    Drag messages to folder
    Exercise: Organize mail into a folder
    Remove message from folder
    Exercise: Add and remove messages from folder
Topic 9: Advanced Mail Features
    Feature 1: Mark message for follow up
    Feature 2: Notes Minder
    Feature 3: Out of Office agent
    Feature 4: Mail Rules
    Create Rule
    Create QuickRule
    Multiple Rules
    Exercise: Rules
    Feature 5: Block mail from sender Rule
    Feature 6: Mail and Calendar delegation
    Calendar versus Mail delegation
    Exercise: Calendar delegation
    Calendar delegation and time zones
    Feature 7: Local mail archive
    Routine message archive
    Recover an archived message
    Archive Log database
    Schedule the archive
    Delete expired messages via archive
    Feature 8: Stationery
    Memo stationery
    Personal stationery
Topic 10: Instant Messaging
Log on to server
    Change online status
    User Preferences
    Chat with email sender
    Create an Instant Contact List
    Open Instant Contact List
    Chat from the Instant Contact List
    Lotus Web Conferencing
Topic 11: Calendar
    Calendar overview
    Calendar format
    Create Calendar Entry
    Create Appointment
    Date and Time entry
    Exercise: Create appointment
    Edit entry
    Delete entry
    Other Calendar Entry types
    Print your Calendar
    Print Calendar to document
    View other Calendars
    Shortcuts to other Calendars
    Control who can open your Calendar
    Create Group Calendar
    View a Group Calendar
    Exercise: Create Group Calendar
Topic 12: Meetings
    The invitation process
    Send the Meeting invitation
    Receive an invitation
    Scheduler Summary view
    Scheduler Details view
    Exercise: Use the Scheduler
    Availability schedule
    Define your availability schedule
    Control who can query your schedule
    Reserve a room or resource
    Meetings view
    Invitation delivery options
    Autoprocess invitations
    Accidentally delete meeting from Inbox
    Schedule online meeting
    Schedule online meeting from Calendar Entry
Topic 13: Calendar Entry Options
    Option 1: Repeats
    Reschedule a repeated entry
    Option 2: Notify Me
    Alarm configuration
    Missed alarms
    Option 3: Mark Private
    Option 4: Pencil In
    Option 5: Categorize
Topic 14: Calendar Configuration
    Preference 1: International preferences
    Preference 2: Current location
    Display alternate time zone
    Preference 3: Display preferences
    Preference 4: Default Calendar Entry type
    Preference 5: Workday definition
    Preference 6: Scheduling conflict handling
    Enable conflict checking
    Exercise: Conflict checking
    Preference 7: Colors used to help distinguish entries
    Exercise: Color code Calendar Entries
    Preference 8: Holidays
    Add holidays
Topic 15: Contacts
    Open Address Book
    Address Book views
    New contact
    Briefcase tab
    Advanced tab
    Create contact from a directory lookup
    Finished contact
    View actions
    Exercise: Create contacts
    Create contact from memo
    Print labels from contacts
    Group documents
    Create groups from contacts
    Exercise: Create group from contacts
    Create group from sent memos
Topic 16: To Do List
    To Do List overview
    New To Do
    Quick To Do
    Exercise: Create To Do
    By Category view
    Incomplete and Complete views
    To Do's on your Calendar
    Complete a To Do
    Copy into New To Do
    Group To Do's
    Exercise: Group To Do
Topic 17: Personal Journal
    Create Personal Journal database
    Exercise: Create/specify Personal Journal
    Quick tour of the Personal Journal
    Create and edit document
    Save document
    Exercise: Create and edit documents
    Delete documents
    Forward document
Topic 18: Discussion Databases
    Open database on Server
    Exercise: Open Class Discussion database
    Discussion user interface
    Exercise: Author Profile
    Main Topic form
    View categories
    Expand view categories with twisties
    Read documents
    Edit documents
    Exercise: Start a discussion
    Response documents
    Exercise: Create responses
    Dual-purpose view twisties
    Automatic document locking
    Manual document locking
Topic 19: Search for Information
    Find text in view
    Full Text Search
    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
    Conduct a Domain Search
    Advanced Domain Search options
    Exercise: Domain Search
Topic 20: Rich Text Formatting
    What is Rich Text?
    How to add Rich Text
    Format Rich Text using the Text properties box
    Minimized properties box
    Borders around paragraphs
    Bullets and numbers
    Reorder lists
    Indented numbering
    Format a table
    Add/delete rows or columns
    Cell width
    Reorder table rows
    Copy view into table
    Permanent pen
    Highlight text
    Format helpers
    Document properties
    Exercise: Format Rich Text
    Spell check
    Find and replace text
    Print header and footer
Topic 21: Database and Workstation Security
    Database access
    Determine your access level
    ACL settings
    Exercise: ACL
    Special ACL rights
    Workstation security
    Set your ECL
Topic 22: Notes and the Internet
    Browser selection
    Internet Explorer settings
    Browser settings in Notes
    Internet mail
    Send and receive Internet mail
    Two identities, one Inbox
    Two identities, two Inboxes
    Internet mail security options
Topic 23: Bookmarks
    Default Bookmarks
    Default Bookmark Folders
    Add Bookmark to Bookmark Bar
    Move, Remove, Change Bookmark
    Create Bookmark Folder
    Pin Bookmarks Window open
    Display Bookmarks as Workspace
    Modify Bookmark Folder contents
    Exercise: Bookmarks
    Bookmark details
    Find Bookmarks in Bookmark Folders
    Startup Bookmark Folder
Topic 24: Navigation Shortcuts
    The universal Close key
    The amazing quick menu
    New Welcome Page: Personal page style
    New Welcome Page: Frame style
    Exercise: Create frame style
    Welcome Page: Set any Bookmark as Home Page
    Welcome Page: Workplace
    Exercise: Quick Notes
    Enable/disable toolbars
    Toolbar preferences
    Add new tool
    Status Bar
    Add items to Status Bar
    Exercise: Customize Status Bar
    Re-order window tabs
    Show Window menu
    Open document in its own window
    Exercise: Window tabs
    Document links
    Create a Notes document link
    Exercise: Create document link
    Link message
Topic 25: Working Remotely with Notes
    Two ways to work remotely
    Before you leave the office
    Other details not to forget
    While you are in transit
    When you arrive at your destination
    Replication page
    When you receive mail
    When sent messages are transferred
    Keep replication times short
    Back in transit
    When you return to the office
    Exercise: Simulate travel
    Schedule replication
    Replication and accidental document deletion

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