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What are Collaboration Solutions?
IBM Collaboration Solutions, formerly often known as IBM Lotus Software, delivers business collaboration software through enterprise social and mail solutions.
Improve knowledge sharing, decision-making and innovation
with payback in less than a year.
people, representing 75 countries have attended IBM Connect
What will be the analysts saying?
What are Collaboration Solutions?
IBM Collaboration Solutions, formerly referred to as IBM Lotus Software, delivers business collaboration software through enterprise social and mail solutions.
Improve knowledge sharing, decision-making and innovation
with payback in less than a year.
people, representing 75 countries have attended IBM Connect
What include the analysts saying?
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This may be the first a part of a five-part article series providing a thorough overview of the way to install, configure, and rehearse IBM Lotus Notes v8, explaining the primary components and terminology to ensure new users senses more informed about the product. In Part 1 we explain key features
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This section provides recommendations as well as practices regarding Lotus iNotes, the browser based client for performing Notes client functions. Lotus iNotes Enhancements Click here Lotus iNotes System requirements Click here Lotus iNotes Policies Click here Ultralight
IBM Lotus Notes Client v8 for starters: Part 1, Installing and configuring
This may be the first portion of a five-part article series providing an extensive overview of the way to install, configure, and make use of IBM Lotus Notes v8, explaining the basic components and terminology to ensure new users senses more informed about the product. In Part 1 we explain key features and functionalities like the Notes platform, product installation, product configuration. Parts 2-5 address tips on how to work while using Notes mail application, manage your calendar, organize your own contacts, and a few basic troubleshooting to assist you to identify and solve some common issues.
This will be the first component of a five-part article series providing an all-inclusive overview of tips on how to install, configure, and employ IBM Lotus Notes v8, explaining principle components and terminology in order that new users senses more acquainted with the product.
In Part 1 we explain key features and functionalities including the Notes platform, product installation, product configuration. Parts 2-5 address the best way to work together with the Notes mail application, manage your calendar, organize your own personal contacts, and a few basic troubleshooting to assist you to identify and solve some common issues.
IBM Lotus Notes may be the client-type use of the Notes/Domino client-server model that functions since the main interface on the IBM Lotus Domino server. Lotus Notes provides several integrated features for instance email, instant messaging, calendar, agenda, forums, To Do list, and also a full productivity suite called Lotus Symphony
Lotus Notes has two different configurations, the Standard configuration and also the Basic configuration.
Standard configuration. The Standard configuration is based for the Java
platform and uses IBM Lotus Expeditor for core functionalityincluding composite applications and productivity editorsusing a-refined visual gui UI to complete everything that Lotus Notes does email, calendaring, instant messaging, etc.
Basic configuration. The Basic configuration runs on the lighter interface based within the engine minus the existing Java components in the Standard configuration. The Basic configuration supplies the ability running Lotus Notes on less than up-to-date hardware, with most on the features available inside Standard configuration but without that more-refined visual look.
For a detailed comparison relating to the features from the Standard as well as the Basic configurations, consider IBM Support Technote 1264877, Whats new in Lotus Notes 8 client?.
The Lotus Notes UI is made up of views, menus, toolbars, navigation panes, and also a sidebar you can use for simple access to some regularly employed applications see figure 1.
Navigator. The navigator displays the views and folders which might be available inside the currently opened application. For example, with your Calendar you'll be able to choose from several views, including One Day or One Week. In your Mail application, you may create folders to prepare your mail.
Menus. The menu bar displays menu choices that pertain to an application or document. There can be a standard number of menus, plus optional menus that change depending around the application. There can also be a list of advanced menus that you could enable View - - Advanced Menus. Context menus appear whenever you right-click a physical object a message, as an example or area.
Toolbars. Toolbars contain buttons. You can set Toolbar Preferences to specify which toolbars display, and you'll be able to add or remove buttons from each toolbar.
Action bar. Each window tab optionally includes an action bar, specific to your application or document open from the window tab. Action bars might include icons and text, or why not be composed of text only. Items within the action bar can also be found from the Action menu.
Icons. Icons display throughout Lotus Notes. To see some of an icon, move the mouse pointer above the icon.
View pane. The belongings in what you select within the navigator displays within the view pane.
Window tab. Each tab displays a webpage. As you work, you are able to open multiple tabbed pages. If the row of tabs exceeds the width of your respective screen, nearly everywhere scroll icons display that you could use gain access to tabs that happen to be out of view. Alternatively, you are able to set a Microsoft Windows and Themes user preference to group documents a single tab.
Status bar. The status bar displays action buttons and messages about current status and activity.
Open list. Click Open, for the list which includes your Lotus Notes applications, bookmarks, folders, Lotus Symphony documents, and also your workspace. Right-click Open, and click on Dock the Open List to show icons along the left-hand side in the window.
Preview pane. The preview pane displays a preview of the selected message or calendar entry. You can display the preview pane vertically next to the view pane the default, or horizontally beneath the view pane. You can also hide the preview pane.
Home Page. The homepage previously known as the Welcome page may be the first item that appears unless you have a view set to open whenever you first launch Lotus Notes. The default home-page gives you a convenient location from which to gain access to your Mail, Calendar, Contacts, To Do list, Notebook, and IBM Lotus Symphony.
Switcher menu. You access the switcher menu by clicking your little friend menu icon located inside corner within your navigator. Use this menu to interchange to another application, as an example, to interchange from Mail to To Do.
Sidebar. The sidebar provides you with easy entry to Sametime Contacts, Calendar, a Feed Reader, and Activities, depending on how your administrator has set up your Lotus Notes account. You can collapse the sidebar to some thin bar showing icons merely the default, or hide it.
Search. Search appears towards the top right-hand corner on the toolbar. You can use search for the Notes-style search or even a Web-style search. You set a person preference allow Yahoo! Search or Google Web Search.
Workspace. The workspace, the legacy program for Lotus Notes, displays pages containing application icons. The workspace is available and accessible with the Open list.
Views. Views display specific teams of documents within a software. For example, your Mail application posseses an All Documents view that displays every document within Mail, as well as a Sent view that displays only documents that you've got sent.
Bookmarks. Bookmarks are links that could indicate Lotus Notes or Internet elements, including applications, views, documents, Web pages, and news groups.
Getting Help. Help is available throughout Lotus Notes on the many areas you're using. In addition, context-sensitive Help, specific to your task youre performing, is additionally available if you press F1.
Notes Minder. Notes Minder is really a feature that checks your mail and monitors your Calendar alarms when Lotus Notes is just not running. When Notes Minder is active, it displays an icon as part of your Windows taskbar.
Here we briefly describe the true secret Notes and Domino files, file extensions, and folders:
Also known as the Personal Address Book, this database is the locations, connections, certificates, and contacts put together by the user.
The Domino server also offers a, commonly know as being the Domino Directory, containing information regarding users, servers, and groups, along with custom entries that you might add. It contains Server documents, Configuration Settings, Person documents, etc.
Every Notes client carries a log file which has client-side events and usage information. It can also contain error messages which could help diagnose a nearby issue.
The Administration Requests database is created within the administration server for your Domino Directory when that server starts for your first time. Requests for work to be carried out by the Administration Process AdminP are stored from the Administration Requests database.
The status on the job done by AdminP is additionally stored inside the database as response Log documents towards the requests, inside the form of Administration Request documents. To complete tasks, AdminP posts and responds to requests from the Administration Requests database. Domino servers use replicas in this database to distribute requests made using one server along with other servers inside domain.
This is really a text file containing many settings on what both Lotus Notes and Domino rely to figure properly. An accidental or incorrect change could cause Lotus Notes or Domino to perform unpredictably. Therefore, you must edit the file provided that special circumstances occur or if Lotus Support Services recommends that you simply do so.
This is usually a special database within the server created automatically at startup that behaves as a temporary repository for those messages on the road to and from mail clients, applications, as well as other servers. The server creates the volume of databases specified within the Configuration Settings document. If the Notes client is working offline, Lotus Notes can create the being a temporary repository for everyone messages sent, until the person connects again for the Domino server.
The Notes ID is one with the security popular features of Notes and is really a unique file that identifies a Notes user. The user ID is normally put together by a Domino Administrator possesses, among other things, these: name in the user, certificate at a Certifier ID, public key, private key, password, and encryption keys. This files is encrypted with key strength 1, 024 bits versions R6 and later on and 2, 048 bits versions R8 and later on.
The bookmark database is actually default located inside Notes data directory and possesses, among other things, a persons bookmarks, subscriptions, history bookmarks, user-customized views, and Welcome Page information.
Despite its file extension, the desktop8 is usually a database that is as simple as default located inside the Notes data directory. It contains, among other things, cached items from databases previously accessed from bookmarks. Those cached products are primarily the set of design elements including their NoteIDs and UNIDs.
Despite its extension, the cache database is actually default located inside the Notes data directory. It contains, among other things, design elements including forms, subforms, and LotusScript libraries of databases found on a Domino server. Storing these materials in this file helps improve client performance when accessing databases positioned on a Domino server and automates the whole process of read-mark synchronization.
extension symbolizes Notes Storage Format, which can be a database format-also called application-commonly utilized by Notes clients and Domino servers. Some examples these databases would be the, , , and user mail files.
The extension represents Notes Template File, which may be the extension for just a Notes template file. A template provides the structure elements views, forms, folders, etc. familiar with create system and application databases, nonetheless it does not contain any documents. For example, the database about the server is created on the template.
Program folder. This may be the directory where the Domino server or Notes client is installed, as well as in general this is when the Notes/Domino executable files are found, along while using This folder is specified by an individual during cellular phone process.
Data folder. This is where the details directory with the Domino server or Notes client is installed, plus in general is the place the Notes/Domino applications and templates are placed. This folder is specified by the person during not hard to install process.
The Lotus Notes 8.5.2 client is usually installed around the major three operation systems, Microsoft Windows, Linux, and Mac OS. You can find all specifics of the system requirements for Windows, Mac OS, and Linux in Support Techdoc 7019220, IBM Lotus Notes 8.5.2 System Requirements Windows.
The fastest way to install the Notes Client is manually by utilizing either a CD or even a package downloaded through the IBM Passport Advantage Web site.
After you've downloaded the Notes Client Web kit from Passport Advantage, double-click it to extract it on your default Temp folder you are able to specify another folder should you want.
Once this technique is complete, it automatically launches the setup, thats liable to bring you towards the window in figure 2; click Next.
Figure 2. Welcome to Installation Wizard window
3. On the next window see figure 3, simply select the option to accept the terms within the license agreement; click Next.
Figure 3. License Agreement window
4. On the next window see figure 4, enter in the User Name, Organization, and also the type of installation for ones client Single User or Multi-User. Click Next.
Figure 4. Customer Information window
5. Now pick the locations to the program and data folders see figure 5; click Next.
Figure 5. Installation Path Selection window
6. Select the different choices you wish to put in with your Notes Client see figure 6; click Next.
Figure 6. Custom Setup window
7. Choose which defaults you would like for Notes see figure 7; click Install.
Figure 7. Ready to Install the Program window
The next two windows show the progress on the installation see figures 8 and 9.
Figure 8. Installation progress Copying new files
Figure 9. Installation progress
Once it is all totally complete with no errors have already been encountered, the task ends using the window shown in figure 10.
Figure 10. Installation Wizard Completed window
Your Notes Client has become ready to be configured first installation or upgraded existing installation.
Currently there are 2 types of Notes 8.5 Client packages intended for Linux:
Debian. The Debian package is used around the operating system called Debian GNU/Linux, or Debian, in abbreviation. IBM created this Notes Client package specifically for your Ubuntu 8.04 LTS Desktop Edition.
RPM Package Manager. The RPM Package Manager will be the most utilized by all Linux distributions. This RPM package was specifically made for Red Hat Enterprise Linux RHEL 5.2 Desktop and SUSE Linux Enterprise Desktop SLED 10 XGL.
There isn't single-user installation option available. The only sort of client installation situated on Linux is multi-user mode, which means that it creates one directory structure with the binaries, and something directory structure for your data directory under users home directory:
Also, there isn't a Domino Administration Client or Designer Client situated on Linux.
Lets now discuss tips on how to install the Notes 8.5 client code for your following supported Linux distributions:
Ubuntu 8.04 LTS Desktop Edition Debian package
RHEL 5.2 Desktop RPM package
IMPORTANT: The Notes Client configuration steps, screens, and dialog boxes are every one of the same as with the Notes 8.0 client, regardless with the operating system. Only the code installation is shown here.
Client installation on Ubuntu 8.04 LTS Desktop Edition Debian package
When you download the Notes 8.5 Client RPM Package from Passport Advantage, it comes like a TAR file, which could be the equivalent of any ZIP file in Windows. So, is actually a program must decompress the TAR file:
1. Open a terminal window and copy the TAR file to a temporary directory.
2. Go on the temporary directory and type the next command:
To install the Notes 8.5 client code, utilize these steps:
1. Open a terminal window and go on the temporary directory the location where the Debian files reside.
2. Change to your user root with all the following command:
3. Enter the password on the root user.
4. To launch mobile phone, type the next command:
5. To respect the dependencies in the different Debian files, you will need to start by installing the Notes 8.5 package:
If you try to put in any other Debian package, you might receive errors like those shown in figure 11.
Figure 11. Errors if the correct package is just not installed
Once this package is installed, the order on the other packages doesn't have a importance:
Figure 12 shows how mobile phone process would try looking in a terminal window.
Figure 12. Linux terminal window
Now we describe the consumer installation on RHEL 5.2 Desktop and SLED 10 XGL RPM package.
As stated above, if you download the Notes 8.5 Client RPM Package from Passport Advantage, it comes like a TAR file that you will need to first decompress:
1. Open a terminal window and copy the TAR file to a temporary directory.
2. Go on the temporary directory and type the command
To install the Notes 8.5 client code:
1. Open a terminal window and go to your temporary directory the location where the RPM files reside.
2. Change towards the user root together with the following command:
3. Enter the password with the root user.
4. To launch set up ., type this command:
You should view a progress bar just like that shown in figure 13 in the bottom.
Once not hard to install has completed, your window should look prefer that in figure 14.
Figure 14. Install complete
Also, it is best to see the Notes and Symphony icons inside Application Browser window see figure 15.
Figure 15. Icons inside the Application Browser window
For all platforms, the Notes Client configuration steps are every one of the same.
1. When you first launch the Notes Client, you view the splash screen as shown in figure 16.
Figure 16. Notes 8.5 splash screen
2. You then start to see the configuration information window; click Next.
Figure 17. Configuration information window
3. At the User Information window, enter you first and last name, and also the name with the Domino server in hierarchical format see figure 18.
NOTE: For the server name to eliminate automatically, your DNS need to be able to eliminate the first component of the server name as an example, ITSOServer. Otherwise, you need to provide a protocol along with a fully qualified host name that can create a Connection document from the users personal address book.
Figure 18. User Information window
You are then prompted with an end user password corresponding to your name entered above, after which the buyer connects towards the server and authenticates going without running shoes. If the credentials provided are valid, the Additional Services window displays see figure 19.
Figure 19. Additional Services window
4. You can either specify which optional services you want to configure or click Finish.
Your client is currently configured and must automatically launch, bringing you towards the Getting Started page.
Fix Packs contain low-risk, high-impact fixes that can help customers safely avoid known issues. IBM strongly recommends that Notes customers upgrade towards the latest Fix Pack mainly because it addresses a % of defects that impact the broadest list of customers.
Fix Packs are let go of periodically between Maintenance Releases to give a greater a higher level stability for customer environments. They go through the identical level of fix, regression, and interoperability testing occurring with Maintenance Releases. Fix Packs will always be cumulative and contain every one of the fixes from those previous.
1. First, you should check what Notes version you could have and what Fix Pack you might have installed. To do this, select Help - - About IBM Lotus Notes; your window in figure 20 displays.
2. Ask your Domino Administrator to supply the latest Fix Pack for the Notes version and make sure whether you might have rights to set up the package on your own machine. Make sure to copy cellular phone package from the local hard disk drive like C or D; we don't recommend copying mobile phone package at a network driver.
3. Before running the Fix Pack installation, close your Notes client, and after that run not hard to install pack on the Fix pack. You should see of the question shown in figure 21.
4. Select the best places to unpack the package and click on Next. Unpacking the package inside a temporary location really should be OK normally.
Figure 21. Remove Installation Files window
The next window show the progress in the installation see figure 22.
Figure 22. Progress from the install
5. In the next window, look at the Fix Pack you happen to be installing; from the example in figure 23, it's Fix Pack 3 for Lotus Notes 8.5.2. Click Next.
Figure 23. Confirm Fix Pack version
6. Select the solution to accept the license agreement and click on Next see figure 24.
Figure 24. License Agreement window
7. Click Next, to continue set up . see figure 25.
Figure 25. Click Next to set up window
8. Click the Install button to set up the Fix Pack see figure 26, and stick to the progress bar.
Figure 26. Ready to setup the Program window
9. In the Install Completed window, click Finish, to exit set up . see figure 27.
Figure 27. Install Completed
10. Finally, to look at the Fix Pack was installed, select Help - - About IBM Lotus Notes. Figure 28 signifies that Fix Pack 3 was installed.
NOTE: Use this configuration your own risk as it might result in lost, non-recoverable data. IBM Lotus Support can provide assistance with Notes client problems encountered in this particular configuration only for the extent how the problem is determined never to be loss in connection for the network or required file servers, together with performance degradation with remote data vs local, as well as other issues that occur just with files over a network drive/file server.
The Location feature connects the Notes client to applications, usually found on servers, by a place where you may specify information like the name of your respective mail server, whether you utilize a passthru server, your Internet current email address, or maybe which Notes ID to utilize.
The Location button is found within the bottom right-hand corner of the typical Notes client screen see figure 29. In this example we begin to see the Online Location document, which would be the standard name for that most widely used Location document; obviously this name and settings might be changed according on your preference.
Figure 29. Location button
The proper configuration and selection of one's Location document can be a key aspect to ensuring your Notes client works not surprisingly, mainly because it basically contains each of the necessary information to share with the server who you're, the best way to get towards the server, as well as some other personal preferences.
Most users could do fine with just one Location document connecting them their mail file application on their companys mail server. Sometimes, however, you have to have different Location documents due on the need make use of a different user ID, access another server, access another application, and even work offline on an area application when an Internet connection isn't available.
The simplest way to set up any form of Location is always to select Tools - - Client Reconfiguration Wizard from your main menu, answer the questions Notes asks, and let Lotus Notes automatically create or edit the Location document. The wizard also creates any necessary server Connection or Account documents to the type of connection method you happen to be configuring.
If you prefer to function manually using the Location document and wish help, click and hold over a field name to visit a Pop-up Help describing the intention of each field.
Lets now look at by far the most commonly used and many important fields inside a Location document.
1. To begin, click within the Location button and select Edit Locations; you must see a screen just like that shown in figure 30. Choose the Location you want to edit and then click the Edit button.
Figure 30. Locations window
2. In the next window we can start to see the most important fields with the Basics tab see figure 31:
Location name. This may be the name in the Location as will display most of your Notes screen.
Location type. This indicates the form of connectivity you desire to configure for that location; by far the most common is Local Area Network LAN.
Internet mail address. This is your company Internet email address contact info as specified by your body administrator.
Home/mail server. This may be the name within your home/mail server to use for this location, as provided by your body administrator. This is usually found inside format of Server Name/Domain Name.
Ports to utilize. This is the place where you choose which ports you want make use of for this location; sometimes it is possible to see other ports listed, like LAN0, but TCPIP is actually far one of the most commonly used.
Mail file location. This is the place where you choose whether your mail file is located for the server or locally with your workstation.
Mail file. T his would be the path and file name to the mail file being used with this location. The path is relative for the Data folder about the server, and also the file name could contain the NSF file extension for instance, jdoe or.
Domino mail domain. This could be the Domino mail domain for use for this location.
Use os's time zone settings. Opt to work with your os's time zone settings, unless otherwise specified by your administrator.
User ID to change to. Specify a path and file name for any User ID to be played with when using this location.
Lotus Notes opens on your Home page automatically, if you don't set it up to open up to a credit card applicatoin, for instance Mail or Calendar. The default Home page is a convenient location from which you are able to access your Mail, Calendar, Contacts, To Do list, along with your Notebook. You can also open Lotus Symphony documents, presentations, and spreadsheets.
Note that this first time you open Lotus Notes, the Getting Started page displays; however, as soon as you close these pages, Lotus Notes opens either for the Home page or to a questionnaire you have specified.
You arent obligated to make use of the default Home page; it is possible to create a replacement using one in the formats provided, including a portal-like page called My Work.
To open your Home page, click Open and select Home. The basic Notes Home page window displays see figure 36
Figure 36. Notes Home page
Mail. You have the option to open up your email inbox or click on the New button; Lotus Notes can create a new message to suit your needs.
Calendar. You have the option to open up your Calendar or select the New button; Lotus Notes can establish a new calendar form entry available for you.
Contacts. You have the option to open up your local Contacts or select the New button: Lotus Notes can provide a new contact page form entry available for you.
To Do. You have the option to open up your To Do or click on the New button; Lotus Notes can establish a new To Do form entry in your case.
Notebook. You have the option to look at your Notebook or select the New button; Lotus Notes can create a new Notebook form entry available for you.
The workspace may be the legacy graphical user interface for Lotus Notes, displaying pages containing application icons see figure 37, and is available and accessible with the Open list. In Notes Standard version, select the Open button, select Applications, and after that Workspace.
Figure 37. Notes Standard Workspace
Notes Basic has three major components inside the Workspace: the Application icons green arrows, the tabs black arrows, along with the opened applications red arrow; see figure 38.
Figure 38. Notes Basic Workspace
Application icons. Used to be a shortcut to open a questionnaire.
Tabs. Used to arrange the applications. For example, you'll be able to separate the application form by type, like Collaboration, Tools, and Payments. To name a tab, just double-click it and, from the pop-up box, type the name inside Page name field see figure 39. You can also set the color with the tab from the option Tab color. After you're done, just click around the X to shut this window and save the name and color you defined.
Figure 39. Define a Workspace tab