Lotus iNotes 8.5.1 User Essentials

Course Code: ICUE851
Product: Lotus iNotes R8.5.1
Duration: 1 days
Topics/Pages: 16 topics / 236 pages
Price (US dollars):
$15 per user


Lotus iNotes runs in a browser and includes several applications including Mail, Calendar, To Do, Contacts, Notebook, and Sametime instant messaging. During this course you will use all the applications, such as to send and reply to email using Mail. Because Sametime instant messaging is integrated with iNotes, you will also know when people are online so you can send instant messages in real time.

Calendar keeps track of your appointments and helps you schedule meetings that accommodate your co-workers’ schedules and coordinate the reservation of rooms and other resources so that everything is in place when the meeting starts.

You can record and track your To Do items, viewing them in a list or Gantt chart so you can more easily visualize your deadlines and progress over time.

Use Contacts to help manage your relationships, as well as to assist in email addressing.

Notebook provides a place to save information in a searchable collection of documents.

This course also shows you how to continue to use iNotes even while you are disconnected from the server and then synchronize changes when reconnected.

Course Goals

In this course you will learn how to:

  • send and receive email using iNotes
  • know when other people are online and communicate with instant messages
  • organize mail into folders
  • use the Calendar to schedule appointments and meetings and check for free time in other’s schedules
  • define personal and group To Do items
  • create Contacts and Groups for easy email addressing
  • create Notebook Pages to store text and attachments
  • work in iNotes while disconnected from the Internet
  • manually archive your obsolete messages to free up space
  • access iNotes using Lite Mode and an RSS Feed Reader.


This course assumes basic personal computer and software skills and is designed for individuals who can:

  • start and stop software applications in Microsoft® Windows™
  • use Microsoft Windows Explorer to find and organize files
  • use Internet Explorer 6 or Mozilla Firefox to open and navigate Web sites
  • use any other type of email
  • create, format, and print documents using a graphical word processing software package.


This course is sold as a 1-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 allotted time frame. Most users do not need the full course to begin using iNotes. They can always come back later to learn the more advanced topics.

Course design

This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.


Topic 1: Get Started 

Ways to access your mail and calendar file
Six applications in one
URL to your mail and calendar file
Log in name and password
Install iNotes Control and security warnings
Quick tourTop Menu Bar
Application Switcher
Navigation Pane
View Pane
Action Bar
Open/Close Pane buttonsChange the Home tab
Set opening tab preference
Get Help
Exercise: Get started
Make iNotes your default mail client
Controlling iNotes in the browser
Computer requirements

Topic 2: Send a Message 

Open Mail
Mail folders and views
Create new Message
Message contents
Body field formatting
Delivery Options
Type-ahead addressing and address lookup
Check name(s) button
Address Message to someone outside your company
Spell Check before sending
Send Message
Exercise: Create and send Message
Phone Message
If a Message doesnt get delivered
Delivery failure report
Exercise: Delivery report

Topic 3: Read Messages

Open Mail
Read a Message
Things you can do while reading a Message
Message sorting
Unread Messages
Replied to and forwarded icons
Jump to a Message
Search for a Message
Exercise: Reply to a Message
Preview Messages from folder/view
Select multiple Messages from folder or view
Create folders
Exercise: Organize mail Messages into a folder
Default Move and Close action
Double-click View Pane to close tab

Topic 4: Advanced Messaging Features

Feature 1: Stationery
Feature 2: Text signature
Feature 3: Mark Message for follow up
Feature 4: Attention Indicators
Feature 5: Digitally sign and encrypt Messages
Feature 6: Block Mail From Sender Rule
Feature 7: Out of Office notifier
Feature 8: Message recall

Topic 5: Instant Messaging

Online presence awareness
Send instant message
Invite more people to the conversation
Leave an on-screen message
Exercise: Send an instant message to Message sender
Sametime Contacts Sidebar Application
Send instant message to contact in Sametime Contacts
Exercise: Add contact and send instant message
Sametime Contacts View menu

Topic 6: Calendar

Calendar overview
Open Calendar
Calendar controls
Create Calendar entry
Change to another Calendar entry type
Exercise: Create new Appointment
Appointment tab fields
Exercise: Finish creating Appointment
Edit Calendar entry
Exercise: Edit Calendar entry
Delete Calendar entry
Repeat tab
Delete or reschedule a repeating entry
Calendar preferences
Import holidays
Print Calendar
Google Calendar overlay

Topic 7: Schedule a Meeting

The invitation process
Send the invitations
Schedule a Meeting
Read and accept a Meeting invitation
Meeting invitation workflow
Participant status
Exercise: Schedule Meeting
Change of mind: Owner
Change of mind: Participant
Exercise: Reschedule Meeting
Automatic Processing of Meeting Invitations
Autoprocessing actions
Display Calendar Entries in Mail and Calendar Views
Filter Calendar Entries

Topic 8: Calendar Entry Schedule Tab 

Check for availability
Exercise: Check for availability
Define your availability schedule
Create Group Calendar

Topic 9: Resource Reservations 

Add rooms and resources to a meeting
Exercise: Schedule a meeting and reserve a room

Topic 10: To Do List 

To Do List view
Priority icons
New To Do
To Do Views
Display To Do items in your Calendar
Overdue To Do items
Complete a To Do
Exercise: Create To Do
Repeating To Do items
Group To Do
Invitation/acceptance workflow
Exercise: Group To Do

Topic 11: Delegation

Delegation preferences
Part 1: Choose a user/group
Part 2: Choose what areas of your mail and calendar file to delegate
Part 3: Choose how much access you want to give
Part 4: Automatically forward Calendar notices sent to you
Exercise: Calendar delegation

Topic 12: Contacts

Open Contacts
Create a Contact
Create Contact from Message
Copy contact from Company Directory
Contact nicknames
Exercise: Create contacts
Using Contacts
Share Notes Contacts with iNotes
Synchronize Notes with iNotes Contacts

Topic 13: Notebook

Open Notebook
Create Notebook page
Synchronize with Notes Notebook

Topic 14: Work Offline 

Step 1: Verify Notes User ID
Step 2: Set Offline Preferences
Step 3: Install Subscription
Lotus Domino Sync Manager Console
Open iNotes offline
Open iNotes offline from Sync Manager
Synchronization Schedule and Sync Options
Sync Options tab
Lotus Domino Sync Manager option menu
Exercise: Go offline

Topic 15: Quotas and Archiving 

Usage Indicator
Near or over quota
Reducing the size of your mail and calendar file
Archive to a Domino Server
Archive to a local Archive file

Topic 16: Other Ways to Access Your Mail

iNotes Lite
RSS Feed of your iNotes Inbox