Table of Content
Welcome to IBM Lotus Notes 7!
Lotus
Notes is powerful, multifaceted software for Windows(R) and Macintosh
computers that gives you instant access to all the information that is
important to you. You can use Notes to send and receive Internet mail,
schedule appointments, browse the Web, contribute to Internet
newsgroups, and take advantage of the Welcome Page for tracking all
your important daily information.
The Welcome Page is a great place to start. This page gives you immediate access to your mail, bookmarks, calendar, and more.
To
get Help while you are exploring Notes, press F1 (Macintosh users,
Command - Shift - ?) or choose Help - Help Topics from the menu.
With
Notes, you can connect to IBM Lotus Domino(TM) 7 servers as well as
Internet servers, such as your Internet Service Provider (ISP), to send
and receive Internet mail. When you want to know someone's e-mail
address, Notes helps you search the Internet for a person's listing.
You can post messages to Internet newsgroups, view HTML from any Web
server, and use special certificates for security. And you can do all
these things from within one consistent interface. You simply do your
work, and Notes handles the rest.
Getting Connected
The
first time you start Notes, Notes asks a series of configuration
questions. Using your answers to these questions, Notes automatically
sets up your connections to Notes databases, your mail, and the
Internet. You can repeat the configuration sequence again at any time
by choosing File - Preferences - Client Reconfiguration Wizard.
Most
people work in Notes on a LAN most of the time, but you can use several
methods to connect while away from your organization's network. You can
also work offline while disconnected, and use replication to
synchronize your information with servers the next time you're
connected.
Before you can create any connections, you must have one of the following physical ways to connect:
• A LAN
• A dialup modem that is compatible with your operating system, and a direct-dial, analog telephone line
• A cable modem and digital cable service (also called broadband service)
•
A DSL modem, a digital subscriber (DSL) telephone line, and any
necessary connection hardware for the combination
You
also need to gather certain information for connecting to mail, Notes
databases, and the Internet, depending on both the type of physical
connection and the type of mail you want to use.
To set up mail connections
Decide whether you want to use:
• Notes mail on a Domino server
•
Internet mail, either on a commercial server through an Internet
Service Provider (ISP), or on an internal Internet server in your
organization
• Both Notes and Internet mail
For
Internet mail, you also need to find out whether your organization or
service provider offers the Post Office Protocol (POP) or Internet
Message Access Protocol (IMAP) for incoming mail, and decide whether
you want to use a Simple Mail Transfer Protocol (SMTP) server for
outgoing Internet mail, or send outgoing Internet mail through a Domino
server.
Note To connect to Notes mail with a browser, you need WebMail or IBM Lotus Domino Web Access.
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To set up connections to Notes databases
•
If you're using a LAN, Notes manages your connections to Notes
databases. Ask your administrator for assistance if you have trouble
getting to a particular server. Or, if you know the server name and IP
address, choose File - Mobile - Edit Current Location and click the
"Connection Configuration Wizard" button near the top of the window.
•
If you're connecting using a dialup phone line, you need the names of
Domino servers you want to access. If your organization has no network,
passthru, or hunt group server, you may also need phone numbers for
each Domino server. A network server lets you make one call to connect
to all Domino servers and, if your organization allows it, the
Internet. A passthru or hunt group server lets you make one call to
connect to groups of Domino servers. Ask your Domino administrator what
servers your organization has available.
• If you're connecting using cable or DSL service, you need the names of Domino servers you want to access.
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To set up a connection to the Internet
If
you're using a LAN, your organization may give you direct access to the
Internet, or access through a firewall using a proxy server. Ask your
administrator for all relevant proxy server and gateway information
before you configure Notes.
For
other physical connection methods, your organization may have a network
server available that you can dial to gain Internet access. Or you can
dial an Internet Service Provider to gain access.
If
you use a LAN, cable, or DSL connection, you need the Internet address
of the network server. If you use a telephone line, you also need the
server's full phone number.
For more information, see Setting up your Web connection.
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To set up connections to Internet newsgroups or address directories
When
you have your connection to the Internet working, check to see whether
your Internet Service Provider (or organization's internal Internet
server) has a newsgroup (NNTP) or address directory (LDAP) server
available. This information is usually available on an ISP's Web site
or from your administrator.
Opening your mail and reading messages
By
default, your mail opens to your Inbox view where you can read Notes
mail, and Internet mail if you're set up to use it. You must have a
connection to a Notes server and/or an Internet server before you can
open your mail database.
Click any of these topics:
To open your Inbox
To update your Inbox with messages received since you opened it
To read a message
To read a message and view Mail Threads at the same time
To view a message and the Inbox at the same time
To work with unread messages
To use other mail views or folders
For
information on the expandable minivew at the bottom of the navigation
pane, see The Follow Up MiniView or Calendar and Scheduling, depending
on which miniview you want to display.
To open your Inbox
The Inbox view shows a list of messages you've received.
Click the Mail icon in the Bookmark bar.
To update your Inbox with messages received since you opened it
Notes
mail users and Internet POP or IMAP Offline mail users may update the
Inbox in slightly different ways, but perform other mail tasks the same
way.
Notes mail users
By
default, your user preferences are set to refresh the Inbox
automatically. If you turn off the preference, new messages may be
received but not displayed. To see whether the preference is on, choose
File - Preferences - User Preferences (Macintosh OS X users, Notes -
Preferences - User Preferences), click Mail, and see the "Automatically
refresh Inbox" check box.
Tip
This preference may cause your Inbox to pause while new messages are
displayed. Turn it off for faster performance, and when you want to see
new messages, choose View - Refresh.
Internet mail users
Your
Internet IMAP Offline or POP mail may be set up to store incoming mail
in your Notes mail database. If so, you can read both your Notes and
Internet mail in the same "universal" Inbox by clicking the Mail icon
in the Bookmark bar.
If
your Internet IMAP Offline or POP mail is set to use a separate Notes
mail database, you must specify that database as the primary mail for
at least one location in order to use the Mail icon in the Bookmark bar.
1. If necessary, switch to a location (for example,
Internet) from which you want to access your Internet POP/IMAP
(incoming mail) and SMTP (outgoing mail) accounts.
2. Choose File - Mobile - Edit Current Location,
click Mail, and in the "Mail file" field, specify the file name for
your POP or IMAP Offline mail database if it's not already specified.
Click "Save & Close" in the Location document and click the Mail
icon in the Bookmark bar to open your Internet mail.
3. Replicate your Internet mail (download it from the server).
4. Choose View - Refresh to update the Inbox with new messages.
Note If you use IMAP Online mail, see To specify your IMAP mail as your primary mail .
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To read a message
Double-click
the message in the list (view) in the Inbox. You can select and view
any file attachments in an additional window. If messages contain Web
links (URLs), you can set a preference to display the links as hotspots
you can click.
Tip For shortcuts you can use to step through messages, see Commonly used keyboard shortcuts for Mail and Calendar.
Macintosh users, see Commonly used keyboard shortcuts for Mail and Calendar (Macintosh).
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To read a message and view Mail Threads at the same time
At
the top of a message, you can display the subject lines of all messages
related to the one you are reading, allowing you to access the entire
conversation from the current message.
In an open message, click the "Show Thread" button on the action bar.
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To view a message and the Inbox at the same time
1. Select a message in the list (view).
2. From the menu, choose View - Document Preview -
Show Preview. The preview pane opens with the document you selected.
You can turn the preview pane on and off by choosing View - Document
Preview - Show Preview again.
Tip You can also show and hide the preview pane by clicking the Preview triangle at the bottom of the Inbox list.
Notes remembers that you have the preview pane displayed the next time you open mail.
For more information, see Customizing your Inbox and mail.
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To work with unread messages
In
your mail database, messages that you haven't read appear in red
(unless you've set colors in the Inbox) and have stars next to their
titles.
In
the navigation pane, names of folders that contain unread messages
appear in bold and show the number of unread messages. Names of parent
folders to these folders also appear in bold.
Note If you open a replica of your mail on a Domino R5 server, the bold folder names do not appear.
To do this Do this
Open
your mail and the first unread message Click the
mailbox ("Quickpick") icon in the status bar and choose "Scan Unread
Mail."
Go
to the next or previous unread message in a view or folder (such as the
Inbox) Press TAB to go to the next or SHIFT+TAB to go
to the previous unread message, or use the toolbar.
Show only the unread messages in a view or folder
Note
By default, your mail box is set to show all messages in its view. You
can choose to see only unread messages in the Inbox, All Documents
view, and any folders you have created using the current mail
template. Click "View Unread" at the top of the view.
To show the read messages again in the view or folder, "View All."
Note If you change to another view, the option you chose is saved
and will still be enabled when you switch back to the first view. For
example, if you choose to see only unread messages in your Inbox, and
switch to the Sent Mail view, your Inbox retains the "View Unread"
setting.
See
your newest unread messages at the top of the view
Click the arrow in the Date column heading to change sorting.
Mark all messages you show in the preview pane as read Change this preference.
Note
It is recommended that you enable the database property "Do not mark
modified documents as unread" for your mail database. Setting this
property ensures that changes made to the mail database do not affect
the unread status of a message, and that unread status will be changed
only by you.
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To use other mail views or folders
You
can use any view or folder in mail by clicking the view or folder icon
in the navigation pane. Notes remembers which view or folder you were
using and opens it the next time you open mail.
Caution
Except in the Sent view, if you delete a message from a view or folder,
such as Mail Threads or the Inbox, it also disappears from all other
views and folders.
For more information, see Deleting mail.
For more information, see Customizing your Inbox and mail.
Notes mail has these folders and views:
Selection in navigation pane Description
Inbox
Shows all messages that you receive. Messages remain in the Inbox until
you move them to a different folder or delete them.
Drafts
Shows all messages that you save without sending. You can go back to
these messages, edit them, and send them later.
Sent
Shows all messages that you have authored, sent and saved, by the name
of the first recipient. Sent messages appear with an envelope icon in
all views and folders.
Follow Up Shows all messages that are currently flagged for follow-up action.
Trash Shows messages that you marked for deletion in your mail.
For information, see Deleting mail.
Views - All Documents Shows all messages that are currently in your mail database.
Views
- Mail Threads Shows all messages grouped with their
replies so you can view an entire conversation at once.
Views
- Chat Transcripts Shows text logs of chat
conversations. With instant messaging, chat participants can save chat
transcripts to their Mail in this view.
Folders Shows a list of all personal folders you create.
Tools - Rules Shows all rules that you create to filter new messages.
For information, see Filtering new mail using rules.
Tools - Stationery Shows all stationery that you create for sending messages.
For information, see Creating and using stationery for mail.
Tools
- Archive Appears only if archiving is set up for
your mail. Shows all your archive policies, and lets you open the
archive database.
Tip You can create additional folders in your mail database.
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See Also
Mail and Address Book
Previewing documents
Viewing an attached vCard file
Sorting mail in a folder or view
To turn URLs into hotspots
URLs supported in Notes
Using different locations
Exporting documents into text files
Why can't I find Tools, Rules, or Stationery in my mail?
Mail preferences
Glossary Feedback on Help or Product Usability?
Instant messaging
Note
The features described in this topic are available only if your company
has an IBM Lotus Sametime server, and only for Windows versions of IBM
Lotus Notes.
IBM
Workplace Managed Client users: If your company uses IBM Workplace
Collaboration Services for instant messaging, features may differ from
the IBM Lotus Sametime instant messaging features described here. For
information on instant messaging with Workplace Collaboration Services,
see the Instant Contacts section of IBM Workplace Managed Client
Help.
Notes instant messaging allows you to see your co-workers online and have chat sessions with them.
The following terms will help you get started with instant messaging.
Chat:
A real-time text conversation. You can chat with any of your online
colleagues. See Starting a chat for more information.
Chat
transcript: A text log of a chat conversation. With instant
messaging, chat participants can save chat transcripts to their Mail
database or file system. See Saving a chat or instant meeting
transcript to Mail and Saving a chat or instant meeting transcript to a
file for more information.
Groups:
People in your Instant Messaging Contact List are organized in groups.
See Adding a group to the Instant Messaging Contact List for more
information. The two types of groups are:
Private
groups: Groups that you define. You can add people from the
company's Lotus Sametime directory to your private groups.
Public
groups: Groups from your company's Lotus Sametime directory. Your
system administrator defines the contents of public groups.
Instant
meeting: An online chat meeting that, if your Lotus Sametime
server has Web conferencing capability, can include audio, video,
screen sharing, and a whiteboard. You can start an instant meeting
immediately, from a chat, a mail message, a meeting document, a group
To Do document, the Instant Messaging Contact List, or the main menu.
Once an instant meeting starts, anyone can invite other online people
to join the meeting. See Starting an instant meeting for more
information.
Instant
Messaging Contact List: A list of your colleagues. You create
your Instant Messaging Contact List. See The Instant Messaging Contact
List for more information.
Lotus
Sametime directory: A master list of all people associated with
your company with whom you can exchange instant messages. Your system
administrator maintains your company's Lotus Sametime directory. You
access the directory when you add names to your Instant Messaging
Contact List or invite people to instant meetings. See Searching the
Lotus Sametime directory for more information.
IBM
Lotus Sametime server: The server to which you must be connected
to use Notes instant messaging. See Connecting to a Lotus Sametime
server for more information.
Online
awareness: The ability to see the online status of others in your mail
views and mail messages. For more information, see Showing or hiding
online awareness for names.
Online
status: Your online status tells other people if you are
available for online chats and instant meetings. See Managing your
online status for more information.
Online
status message: The text that appears when people point to your
name in the Instant Messaging Contact List. You can use the default
online status messages or create customized ones. See Customizing your
online status messages for more information.
Screen
sharing: In an online meeting, screen sharing allows you to share your
screen or a computer program with other participants (available only if
your Lotus Sametime server has Web conferencing capability).
Whiteboard:
In an online meeting, the whiteboard allows you to present files, draw
images, and enter text (available only if your Lotus Sametime server
has Web conferencing capability).
See Also
Working with instant messaging.
Automating Tasks Using Simple Agents
You
can program Notes to perform tasks automatically using agents (also
known as macros). Agents can help you perform repetitive tasks, such as
managing documents and sending memos. (The out-of-office mail feature
is an example of an agent, one that comes ready to use in Notes.)
This
Help system covers the creation of simple agents. See Lotus Domino
Designer 7 Help for information on creating more complex agents using
Notes formulas, Lotus Script, or Java.
What agents can do
Agents
can complete almost any action you can do manually in your databases.
Use simple agents to automatically complete tasks such as:
Replying to mail
Forwarding mail
Sending documents
Copying documents from one database or folder to another
Deleting documents
Changing read status
By using search options, you can also set up simple agents to work with selected documents in your database.
How agents work
Agents
are stored in databases. When you create an agent that only you can
run, it's called a private agent; when you create an agent that you and
other users can run, it is called a shared agent.
When you create an agent, you can set options to specify:
When
the agent should run. You can run the agent manually, automatically
based on a schedule, or automatically based on an event such as when
you receive new mail or when a document has been changed.
Which
documents in the database the agent should run on. You can target all
or any subset of documents in the database for the agent to run on.
What
actions the agent should complete. You can choose actions from a list
or use Notes formulas or programming scripts and languages to
create actions.
The Access Control List and agents
You
can create and run an agent in any database stored locally, but before
you can create agents to run on a database located on a Domino server,
you must have sufficient access privileges. The Access Control List
(ACL) of a database determines not only whether or not you can create
an agent in the database, but what the agent can do, and how the agent
interacts with other agents.
See Also
Creating an agent
When naming agents
Editing, copying, deleting, or moving an agent
Viewing a list of agents
Automation and Agent troubleshooting
Glossary Feedback on Help or Product Usability?