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IBM Lotus Notes 8.5 User Guide
IBM Lotus Notes 8.5 User Guide

IBM Lotus Notes 8.5 User Guide: A practical hands-on user guide with time saving tips and comprehensive instructions for using Lotus Notes effectively and efficiently

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IBM Lotus Notes 8.5 User Guide

Chapter 2. To Chat or Not to Chat: Lotus Sametime

With the advancement of technology and social networking, we can see certain forms of communication growing at a rapid rate, one of these being online chat, also known as instant messaging. There are various types of applications such as Yahoo Messenger, AOL Instant Messenger, Google Talk, and so on that enable us to chat with people far and near. Within Lotus Notes there is an inbuilt chat application called Lotus Sametime. For its employees to take advantage of the features of Sametime within the Lotus Notes client, an organization will need to install Sametime. This chapter will take the stance that your organization has installed Lotus Sametime.

There are many advantages that come with Sametime. First, it is relatively low cost; it is not like a cell phone call where one is charged by the minute. Another advantage is the ability to see who is available to chat, which is fantastic when we're communicating with people who are outside of...

What is Sametime


Sametime gives us the ability to chat or send an instant message to others in a secure manner. Have you ever sent an e-mail and then wondered when the person will be able to respond? Do you get too many e-mails? Does listening to voicemail drive you nuts? If your question to all these questions is yes, then Sametime is the answer. Sametime allows us to first check if the person is available online, this is called presence awareness. Then if the person is available, we can start a chat with that person to see if he/she responds. Many people might say, why not just give them a call? Well, without Sametime you can't tell if the person is available—they could be in a meeting or they could be on the phone, plus there may be a cost to the call. So, being able to chat with a person using Sametime will typically give us instant results. Some other great features of Sametime are:

  • It allows us to chat with two or more people at the same time, referred to as multi-way chat.

  • There is...

How to use Sametime


We will now explore how to use Sametime including chatting, presence awareness, and setting preferences. However, before we can use Sametime, we must first log in by providing our username and password—this is part of the security that Sametime offers. This authenticates us with our organization and then chat transcripts are encrypted, which means no one else can read or access them.

There are two ways we can log in:

  • Clicking the Log In option on the Sametime panel if available.

  • Selecting the Sametime icon and then select Log In from the menu. When we log in, our current status will default to available; however, there are other status options available for us to select from.

Now that we are logged in, we will be able to see the availability of others.

Understanding availability status

Availability status icons appear next to people's names in Sametime, in our sidebar, inbox, contacts, and any Lotus Notes applications that have been Sametime enabled.

The following screenshot...

Setting Sametime preferences


There are many preferences that we can set so that Sametime is just how we like it! We have already seen how to set our preference for changing our status automatically. It is worth exploring the Sametime preferences available for us to be aware of all our options.

To access the Sametime preferences, select File | Preferences | Sametime.

The following is a screenshot of preferences for Sametime. Be aware that depending on a company's version of Sametime, not all the options will be available and so one will not be able to set preferences for them.

It is recommended to review all the preferences available. The following sections will highlight three of the available and most common preferences—Chat History, Chat Window, and Notifications.

Chat History

Within preferences, we can set how we want to save chat history. We will be able to select where we want to save chats - either in our Lotus Notes mail or in a local file. If we select not to save chats, we can always...

Sametime help


Sametime help is available from within a chat window as in the following screenshot, or alternatively we can select the Help menu in Lotus Notes and select Sametime from the available choices. Help will assist with providing further information about Sametime.

Summary


In this chapter, we have learned about the advantages of Sametime and how to use Sametime to chat and see the availability of people online. We discussed how to chat, add contacts, how to set chat preferences, and how to refer to help if we need further information.

In the next chapter, we will discover another tool available within Lotus Notes called Feeds. Feeds can assist with keeping you up-to-date with the latest information without clogging up your inbox.

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Key benefits

  • Understand and master the features of Lotus Notes and put them to work in your business quickly
  • Contains comprehensive coverage of new Lotus Notes 8.5 features
  • Includes easy-to-follow real-world examples with plenty of screenshots to clearly demonstrate how to get the most out of Lotus Notes
  • Packed with expert tips and best practices, for using business e-mail, calendars and other Lotus Notes applications for efficient business communication

Description

IBM Lotus Notes is an integrated desktop client option providing security-rich e-mail and calendar capabilities with a powerful platform for collaborative business applications. Lotus Notes enables you to take your business communications to a new level efficiently, quickly and productively. Many of us use Lotus Notes in our work on a daily basis and being able to use it more efficiently and smartly will benefit our hectic work lives. This exciting user guide enables business users to master all these aspects simply and effectively.This book provides comprehensive coverage of Lotus Notes in its entirety. It is easy to follow the instructions as they come with clear explanations and screenshots. This book will introduce the important features of Lotus Notes and at the same time give business users a deeper and clearer understanding of basic functionality, providing the answers to many questions that are encountered while sending mails, using calendars, and working with Lotus Notes applications.This practical, hands-on user guide shows you how to master all of the new features of Lotus Notes 8.5. This book begins by exploring the client interface of Lotus Notes including the Open List, the Home Page, the Side Bar, as well as many other options. You will see how Sametime facilitates instant communication, and how to get the most out of it. Widgets— small applications that you can install in the Lotus Notes side bar— such as LinkedIn, Google Maps, World clocks, Wikipedia search, and more are discussed at length, enabling you to access valuable information and also customize the widgets quickly.Messaging is covered in detail, with many time saving features explored. You will learn how to manage your Contacts, and even offer access to others as required. Moving ahead, you will see how calendars can be used to manage time effectively, especially with meetings. Next you will explore Notes applications, and how to work remotely with Lotus Notes. Finally, we introduce Symphony, which is an office suite that is included in Lotus Notes. By following the practical, real-world examples, you will successfully master Lotus Notes and be able to get the most out of this diverse application.

Who is this book for?

If you are a business user who wants to get the most out of Lotus Notes, then this book is for you. From beginners to seasoned professionals, this book aims to cover the features, best practices, tips, tricks, and tools that enable you to work smarter—almost effortlessly—in Lotus Notes 8.5.

What you will learn

  • Become more productive by customizing Lotus Notes preferences
  • Explore Sametime features and start using them instantly
  • Set up, read, and manage RSS Feeds in Lotus Notes
  • Quickly access and customize Widgets to your preferences
  • Ease your way to efficient mail management by using new and advanced features
  • Organize, add, import, export, and manage contacts and groups
  • Effectively co-ordinate with co workers and even find a meeting room using the calendar
  • Master Lotus Notes applications with real-world examples
  • Discover tips to work remotely with Lotus Notes
  • Wow your colleagues by using the office suite‚ÄîSymphony
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 22, 2010
Length: 296 pages
Edition : 1st
Language : English
ISBN-13 : 9781849680202

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Language : English
ISBN-13 : 9781849680202

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Table of Contents

11 Chapters
First Impressions (The Client Interface) Chevron down icon Chevron up icon
To Chat or Not to Chat: Lotus Sametime Chevron down icon Chevron up icon
Feeds Chevron down icon Chevron up icon
Working with Widgets Chevron down icon Chevron up icon
Mastering Lotus Notes Mail Chevron down icon Chevron up icon
Lotus Notes Mail Tools Chevron down icon Chevron up icon
Managing Contacts Chevron down icon Chevron up icon
Calendar and To Dos Chevron down icon Chevron up icon
Working with Lotus Notes Applications Chevron down icon Chevron up icon
Working Remotely (Replication/Synchronization) Chevron down icon Chevron up icon
Symphony Chevron down icon Chevron up icon

Customer reviews

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1 star 10%
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Anette Svenningsen Nov 14, 2010
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Karen Hooper makes this clear for you in a very instructive way: Lotus Notes covers your business needs regarding e-mail, databases, office productivity suite, sametime chat.Don't work harder just smarter - with Lotus Notes.
Amazon Verified review Amazon
C. Davis Sep 20, 2010
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Continuing their much appreciated streak of Lotus Notes and Domino related book titles, Pack Publishing has just released the "IBM Lotus Notes 8.5 User Guide". As the title conveys, this book contains no information on Domino administration or application development; it is intended for the end-user audience. While Notes comes with a complete and well written help database that can be read like a book, author Karen Hooper takes it a step further detailing every nuance of the Lotus Notes client in a clear, concise, hand-holding manner that makes it a must-read for any Lotus Notes end-user.The book begins with an overview of the Lotus Notes client interface. In Chapter One Karen describes the password prompt, the Open button, tabs, the homepage, shortcuts, the sidebar, and how to close Notes. I was struck by the attention to detail -- I cannot recall reading about the password prompt in any other Notes user guide before. It is this level of painstaking detail that will leave even the newest of Lotus Notes users with little to no questions about how to accomplish their day-to-day tasks in Notes.She moves on in Chapter Two to discuss Sametime. From availability status to multi-way chats and chat history, Sametime will hold little mystery after reading this chapter.Chapter Three is a short but complete overview of the Feeds feature in Notes. Chapter Four discusses Widgets along with multiple examples of how to add widgets from both the IBM Greenhouse and from the web in general.And then comes Chapter Five, "Mastering Lotus Notes Mail". This chapter is a must-read for any Notes user. Covered are the very basics of which many users seem to lack a full grasp. Creating and replying to messages, addressing messages, basic formatting, attachments, folders, spell check and more. If taught in a classroom, this is usually a multi-hour course all covered here in amazing detail with plenty of screenshots, all in about 30 pages. This chapter alone could cut down on help desk calls by frustrated users. But it gets better because Chapter Six sticks with this theme by covering slightly more advanced, yet immediately relevant topics such as the follow up feature, stationery, message recall, out of office, junk mail, rules, mail size indicators, archiving, etc. Karen goes to great lengths to point out when features can be affected by administrative policies. For instance, when discussing preferences she alerts the reader when a feature may be locked down or not present if the reader's administrators have set a policy thus easing the user's mind if their settings do not look or work exactly the way she is showing them in the book.Chapter Seven is all about contacts. From adding, importing, exporting, and printing, to the often confusing topic of recent contacts.Chapter Eight is another meaty chapter, this time covering calendar and scheduling. She begins with a very well placed tour of the calendar and different filtering options, before moving into creating calendar entries, repeating meetings, the options available to the chair, rooms and resources, group calendars, and to dos. It is all covered here and, again, this is another must-read for any end-user.Chapter Nine explains what Notes applications are and how to work with them in a very general manner including instructions on how to create an application with a template and application security.Chapter Ten was another surprising entry for me. Focusing on working remotely, I do not recall seeing such a well written, end-user focused discussion on what replication is and why it is important. Also discussed is how to take an application offline, mobile directories, and connection & location documents.The book is finished in Chapter Eleven with a nice outline of Lotus Symphony and its components.When all is said and done, the IBM Lotus Notes 8.5 User Guide is a truly amazing book. Never before I seen a user guide for Lotus Notes that covers nearly every aspect of the client in an easy-to-read manner complete with a wide array of screenshots. This is the manual that IBM forgot to give to the end-user. Unlike most technical education books, Karen Hooper somehow manages to squeeze an enormous amount of information into just under 300 pages. This is very important because end-users will not feel daunted by the task of reading it. Ed Brill sums up my feelings about this book best in the forward when he states "you are in possession of a valuable resource - Karen Hoopers IBM Lotus Notes 8.5 User Guide."Disclaimer: Packt Publishing provided a free review copy of the e-book for the purpose of this review.
Amazon Verified review Amazon
Gavin Bollard Nov 15, 2010
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is excellent! I'd been looking for a good Notes client book for a long time but this way exceeded my expectations. In fact, my eBook review copy was so good that I went online before I'd even finished the third chapter and ordered a print copy for my workplace.This isn't a book for techies, though they will probably get a few good tips out of it. It's a book for less technical employees. It explores Lotus Notes in just the right amount of detail an provides some hints of the extended features without getting too bogged down in them.When reviewing technical books, I always have a goal in mind. In this case, my goal was simply to feel like everything had been covered yet still take away at least one "wow" moment where despite my long history with Notes, I pick up something new.In this book, there were several wow moments. In fact, several times I had to put it down and go play with my Notes client just to prove to myself that these exciting "new" features really work. I'm impressed!This is very much a Notes 8.5 book. If you're still using Notes 7, then you've got the wrong book - unless of course, you're trying to make a case to upgrade. This is very much a book about the current Notes product. There have been massive changes in Notes 8 - 8.5 and this book walks through each of them in detail.There are the usual chapters on mail, calendar and to-do lists but there are also sections dealing with RSS feeds, widgets, the sidebar, sametime and more. Thankfully the book is free of QuickR, Sametime (full version) and Connections references. This is a book which respects its core subject and concentrates its full attention on it.There are a couple of ambitious chapters near the end which cover more on replication and database creation than I'd usually want my users to know but it's refreshing to see this material dealt with so simply. It's a book that you can hand up to the less technical management band and know that they'll come away with the right concepts.Finally, the book ends with a chapter dealing with Symphony. I'd have preferred this chapter to have been two chapters earlier (in front of the technical stuff) and I'd have preferred it to go into more detail. It does however point to some very useful online resources - and since it's slightly off-topic, it's probably in the right place and the right length.Put simply, this book is brilliant. It belongs on the shelf in every IT department running Notes 8 and above. It also belongs in HR and there are whole sections which probably should be presented as part of a staff induction.In fact, as soon as my print copy arrives, I've got a long list of people I want to circulate it through - and I'll be expecting some pretty massive productivity gains.Honesty Clause: I was provided an copy of this book at no charge to review. Even so, it was good enough that I really did buy it before I'd finished more than a couple of chapters.
Amazon Verified review Amazon
Hoosier Reader Jul 29, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I lovedLotus Notes. I miss the Send and Save function. Such a simple option that Outlook lacks. Thanks for the look back.
Amazon Verified review Amazon
John Head Oct 03, 2010
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
I was asked by Packt Publishing to take a look at one of their newest releases IBM Lotus Notes 8.5 User Guide.As I read thru the book, the thought that kept coming to mind was "the single most comprehensive resource for any end user of Lotus Notes 8.5" and I mean that. I think this book was written to be very approachable to the end user - either a twenty year veteran user of the product to the newest of users. Karen Hooper does a wonderful job of distilling a large amount of information and presenting it in a digestible format. While slightly different than the 8.5.2 experience I am using myself, I found myself learning things I have missed for many years.I got a bit disjunctured with the order of covering chat, feeds, and widgets before mail and calendaring, but otherwise the flow is very natural. I also thought the chapter on Lotus Symphony was a bit on the light side - but that is coming from someone who lives and breathes Symphony and should probably write the Packt book (having been the technical reviewer on the Lotus Symphony for Dummies book).I highly recommend this book. You can read a sample chapter of the book here and follow this link to purchase the book - both electronically and in paper form. Let's just hope we see this on the Amazon Kindle bookstore sometime soon!Disclosure: I was provided a free copy of the book for review purposes. Original review at [...]
Amazon Verified review Amazon
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