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Summary
Summary
This hands-on guide teaches you how to utilize the full capabilities of Lotus Notes R5 in just 24 easy-to-follow lessons. Learn the newest and most useful features of Lotus Notes Release 5. Tightly focused on business-critical tasks, the authors teach you using real-world, task-based lessons. Take advantage of the pragmatic examples, hands-on techniques and comprehensive review questions to use this latest version of Notes to its fullest abilities.
Author Notes
Jane Calabria is a Certified Lotus Notes Professional (Principal level) and a Certified Microsoft User Specialist. She has authored or contributed to the following related titles: The 10 Minute Guide to Lotus Notes 4.5 and 4.6, The 10 Minute Guide to Lotus Notes Mail 4.5 and 4.6, Lotus Notes 4.5 and the Internet, The Professional Developers Guide to Domino 4.5, Special Edition Using Lotus Notes and Domino 4.5, Using Lotus Notes 4.5, and Sams Teach Yourself Lotus Notes 4.6. As a trainer, Jane teaches and conducts seminars on Lotus Notes and Domino.
Table of Contents
Introduction | p. 1 |
Who Should Use This Book? | p. 1 |
How to Use This Book | p. 1 |
Does Each Chapter Take an Hour? | p. 2 |
Conventions Used in This Book | p. 2 |
Hour 1 Get Started with Notes | p. 3 |
An Overview of Lotus Notes and Domino | p. 4 |
Understand Notes Security | p. 4 |
Start Notes | p. 6 |
Navigate the Notes R5 Client | p. 9 |
Open Menus and Select Commands | p. 13 |
View SmartIcons | p. 14 |
Use Dialog and Properties Boxes | p. 15 |
Change Your Password | p. 18 |
Lock Your ID | p. 20 |
Exit Notes | p. 20 |
Hour 2 Work with Databases | p. 23 |
Read the About and Using Documents | p. 24 |
Work with Views | p. 26 |
Refresh Views | p. 28 |
Read the Status Bar | p. 29 |
Get Help with Notes | p. 30 |
Open a New Database and Add a Bookmark | p. 32 |
Understand Local Versus Server | p. 33 |
View Database Properties | p. 34 |
Delete Databases | p. 36 |
Hour 3 Read Mail | p. 39 |
Open Your Mail Inbox | p. 40 |
Use the Navigation Pane | p. 41 |
Use the View Pane | p. 42 |
Use the Action Bar | p. 43 |
Select and Mark Mail | p. 43 |
Read and Preview Your Mail | p. 44 |
Understand Read Marks | p. 45 |
Use the Preview Pane | p. 45 |
Hour 4 Create, Spell Check, and Send Mail | p. 51 |
Create Mail | p. 52 |
Address Mail | p. 54 |
Use Type-Ahead | p. 57 |
Understand Internet Mail Addressing | p. 58 |
Type and Spell Check Messages | p. 59 |
Send Mail | p. 62 |
Choose Delivery Options | p. 64 |
Reply to Mail | p. 66 |
Forward Mail | p. 67 |
Hour 5 Manage Mail | p. 71 |
Print Mail | p. 72 |
About Email Etiquette | p. 73 |
Navigate Through Mail | p. 74 |
Control Unread Marks | p. 74 |
Sort Mail | p. 76 |
Delete and Undelete Mail | p. 76 |
Use Folders | p. 79 |
Create a Folder | p. 79 |
Save Mail in a Folder | p. 80 |
Remove Mail from a Folder | p. 81 |
Use the Notes Minder | p. 81 |
Archive Mail | p. 83 |
Compact Mail | p. 84 |
Hour 6 Optimize Mail | p. 87 |
Choose Letterhead | p. 88 |
Create Stationery | p. 89 |
Work with Rules | p. 90 |
Use Out of Office Notices | p. 93 |
Create Link Messages | p. 96 |
Generate Phone Messages | p. 97 |
Set an Alternate Memo Editor | p. 98 |
Specify Mail Preferences | p. 99 |
Set Who Can Use Your Mail | p. 99 |
Open Someone's Mail if You Have Access | p. 100 |
Add a Signature to Your Mail | p. 101 |
Set Other Mail Preferences | p. 102 |
Set Notes Preferences that Affect Mail | p. 103 |
Hour 7 Use the Calendar | p. 107 |
Select Calendar Views | p. 108 |
Understand Types of Calendar Entries | p. 111 |
Enter Appointments | p. 112 |
Make Reminders | p. 116 |
Create Anniversaries | p. 118 |
Generate Events | p. 119 |
Add To Do's | p. 119 |
Make Entries with Actioneer | p. 122 |
Hour 8 Manage Calendar Entries and Tasks | p. 127 |
Edit Calendar Entries | p. 128 |
Convert Calendar Entries | p. 129 |
Manage Tasks | p. 130 |
Respond to a Task | p. 130 |
Convert To Dos | p. 131 |
Assign Tasks | p. 132 |
View Task Status | p. 137 |
Mark a Completed Task | p. 138 |
Add a Holiday | p. 138 |
Print Calendars | p. 138 |
View Other Calendars | p. 139 |
Set Calendar Preferences | p. 140 |
Set Basic Preferences | p. 141 |
Choose Your Free Time | p. 141 |
Set Default Alarms | p. 142 |
Display Times | p. 142 |
See To Dos | p. 143 |
Let Others See Your Calendar | p. 143 |
Hour 9 Meeting and Group Calendar Features | p. 147 |
Create Meeting Invitations | p. 148 |
Manage Meetings | p. 151 |
View Your Meetings | p. 152 |
Reschedule Meetings | p. 152 |
Cancel Meetings | p. 153 |
Confirm Meetings | p. 153 |
View Meeting Status | p. 154 |
Send Meeting Memos | p. 154 |
Make Room and Resource Reservations | p. 155 |
Respond to Meeting Invitations | p. 157 |
Understand Group Calendars | p. 158 |
Create a New Group Calendar | p. 160 |
View Individual Calendars from the Group Calendar | p. 161 |
Edit or Delete a Group Calendar | p. 161 |
Hour 10 Use the Address Books | p. 165 |
Open Different Address Books | p. 166 |
Operations You Can Perform in the Address Books | p. 167 |
Use Your Personal Address Book | p. 168 |
Create New Contacts | p. 169 |
Add Entries from Other Address Books | p. 174 |
Edit and Delete Contact Entries | p. 176 |
Create Categories | p. 177 |
Create and Use Groups | p. 177 |
Hour 11 Navigate the Internet | p. 183 |
Set Browsing Preferences | p. 183 |
Set Up for Direct Retrieval | p. 184 |
Set Up to Use an InterNotes Server | p. 186 |
Customize the Welcome Page | p. 186 |
Set a Bookmark as Your Home Page | p. 187 |
Set a New Page Style for the Welcome Page | p. 187 |
Surf the Web | p. 189 |
Navigate on the Web | p. 190 |
Search the Internet for Information | p. 191 |
Use Bookmarks | p. 191 |
Store Retrieved Web Pages | p. 192 |
Use Web Ahead to Retrieve Linked Pages | p. 193 |
Track Changes to Pages with Page Minder | p. 194 |
View Web Pages Offline | p. 196 |
Forward and Mail Web Pages | p. 197 |
Perform Housekeeping | p. 198 |
Hour 12 Edit and Format Documents | p. 201 |
Understand Document Properties | p. 202 |
Edit Documents | p. 203 |
Select, Delete, Move, and Copy Text | p. 205 |
Select Text | p. 205 |
Delete or Replace Text | p. 206 |
Move and Copy Text | p. 206 |
Paste Text and Graphics | p. 207 |
Paste Text | p. 207 |
Paste Graphics | p. 207 |
Undo Changes | p. 208 |
Types of Fields | p. 209 |
Format Text | p. 211 |
Format Paragraphs | p. 213 |
Insert Page Breaks | p. 216 |
Use the Permanent Pen | p. 216 |
Highlight with the Highlighter | p. 217 |
Find and Replace Text | p. 217 |
Hour 13 Enhance Documents | p. 221 |
Create Document, Database, and View Links | p. 222 |
Create Pop-ups | p. 224 |
Create Sections | p. 226 |
Use Styles | p. 228 |
Create a Style | p. 229 |
Apply a Style | p. 230 |
Redefine or Delete a Style | p. 230 |
Print Documents | p. 231 |
Print an Open Document | p. 232 |
Preview a Document | p. 232 |
Print One or More Documents from a View | p. 233 |
Set Margins and Paper Size | p. 235 |
Add Page Numbers, Headers, and Footers | p. 235 |
Create Link Hotspots | p. 237 |
Hour 14 Create Tables | p. 241 |
Create a Basic Table | p. 242 |
Add Tabs | p. 244 |
Animate a Table | p. 245 |
Size Tables, Columns, and Rows | p. 246 |
Set Table Size | p. 247 |
Set Cell Dimensions | p. 247 |
Add and Delete Rows and Columns | p. 248 |
Merge and Split Cells | p. 250 |
Create Nested Tables | p. 251 |
Hour 15 Enhance Tables | p. 253 |
Add Colors to a Table | p. 254 |
Choose a Table Background | p. 254 |
Select a Cell Background | p. 255 |
Use an Image as a Cell Background | p. 256 |
Change Borders | p. 258 |
Set the Table Border | p. 258 |
Set the Cell Borders | p. 260 |
Wrap Text Around Tables | p. 261 |
Hour 16 Work with Files | p. 265 |
Understand Attachments | p. 266 |
Create Attachments | p. 267 |
View Attachments | p. 268 |
Detach Files | p. 272 |
Launch Files | p. 273 |
Print Attachments | p. 273 |
Import and Export Files | p. 274 |
Import a File | p. 276 |
Export Files | p. 276 |
Export Document Graphics | p. 277 |
Hour 17 Search and Index Databases | p. 279 |
Index a Database | p. 280 |
Search a Database | p. 282 |
Set Search Conditions and Options | p. 285 |
Use Options | p. 285 |
Use Conditions | p. 285 |
Refine Searches with Operators | p. 287 |
Display Search Results | p. 288 |
Save and Load Searches | p. 289 |
Perform a Domain Search | p. 289 |
Hour 18 Create Personal Views, Folders, and Agents | p. 293 |
Create a View | p. 294 |
Create and Manage Folders | p. 298 |
Create Agents | p. 300 |
Hour 19 Join a Discussion Group or TeamRoom Group | p. 305 |
Understand Discussion and Collaboration Databases | p. 306 |
View the Discussion Database | p. 308 |
Read Documents | p. 310 |
Create a Main Document | p. 311 |
Create Response Documents | p. 314 |
Set Up an Interest Profile | p. 315 |
Complete an Author Profile | p. 317 |
Participate in a TeamRoom Discussion | p. 318 |
Hour 20 Object Linking and Embedding | p. 323 |
Understand Object Linking and Embedding | p. 324 |
Understand Linking | p. 324 |
Understand Embedding | p. 325 |
When Should You Paste, Import, Link, or Embed? | p. 327 |
Link Data | p. 328 |
Update Links | p. 329 |
Embed Objects | p. 331 |
Embed a File | p. 332 |
Embed Part of a File | p. 334 |
Embed a New Object | p. 335 |
Hour 21 Replication | p. 339 |
How Replication Works | p. 340 |
Set Replication Preferences | p. 343 |
Create a New Mail Replica | p. 346 |
Replicate the Address Book | p. 347 |
Use the Replicator Page | p. 348 |
Configure the Replicator Page | p. 352 |
Replicate a Single Database | p. 352 |
Understand Replication Conflicts | p. 353 |
Hour 22 Set Up for Mobile Use | p. 357 |
What You Need to Go Remote | p. 358 |
Understand Location Documents | p. 358 |
Choose a Location | p. 359 |
Edit a Location Document | p. 361 |
Create a New Location | p. 366 |
Understand Connection Documents | p. 367 |
Connect to an Internet Server | p. 369 |
Create an Internet Account | p. 370 |
Edit the Location Document | p. 371 |
Use Internet Mail | p. 372 |
Configure Ports and Modems | p. 373 |
Hour 23 Use Notes Remotely | p. 377 |
Understand Notes Mobile Users | p. 378 |
On the Road with Notes | p. 378 |
Create Replicas Remotely | p. 379 |
Use Outgoing Mail | p. 381 |
Replicate Mail | p. 382 |
Use Send/Receive Mail | p. 382 |
Manage File Size | p. 383 |
Encrypt Local Databases | p. 383 |
Work Offline | p. 385 |
Use Mail via a Browser | p. 385 |
Hour 24 Customize Notes | p. 389 |
Set User Preferences | p. 389 |
Change Basics Options | p. 390 |
Change International Options | p. 392 |
Change Mail and News Options | p. 393 |
Change Ports Options | p. 394 |
Use SmartIcons | p. 395 |
Set Address Book Preferences | p. 397 |
Create Subscriptions | p. 399 |
Glossary | p. 403 |
Index | p. 423 |