Course Description Course Title:Lotus Notes 8 Support Course Code:DSCS8 Product:Lotus Notes/Domino R8.0.1 Provider:wareSource Duration:3 days Topics/Pages:20 topics / 422 pages Price (US dollars):$65 per user This course is designed for help desk personnel responsible for supporting Notes 8 Standard and Basic configurations users, whether they are connected via the network or modem. The course starts with a technical discussion of how Notes and Domino work together. The course provides a very practical approach to fulfilling most user requests and solving many workstation problems, but at the same time helping you understand when to escalate problems to the Domino or Notes administrator or to a custom application developer. install and configure Notes Standard and Basic configuration clients configure Notes for multiple and roaming users troubleshoot network connectivity, Domino Server access, and database access problems understand and troubleshoot Notes User ID problems configure Notes Mail and make it easier for users to correctly address messages troubleshoot mail transfer and delivery problems solve Mail database issues, including accidental database and message deletion, reducing file size to meet its quota, and redesigning the database create private views and folders solve and prevent document-related problems export data from a view and create a mail-merge output file and import data into a view to create documents create simple agents to automate Notes configure Windows and Notes to use a modem to connect to Domino and support mobile users who use Notes while disconnected from the network. This course is designed for help desk workers responsible for direct Notes user support. These people do not typically have Domino Administrator or administrative rights to the Domino Server but are responsible for installing, configuring, and supporting Notes users. Before taking this course, it is recommended that you have met these prerequisites: are proficient using Lotus Notes 8 and Domino Web Access 8 and have mastered all of the Topics in the Lotus Notes 8 User Essentials and Domino Web Access 8 User Essentials courses understand the principles and operation of personal computer networking using TCP/IP in LAN/WAN/Internet environments have installed and supported the operating system used in this course (Windows XP Professional), as well as applications used by those systems know how to configure network interface cards and modems. This course is part of a series of help desk staff training courses: Courses later in the series assume that you have mastered the content of earlier courses. Depending on your job responsibilities, you may need to follow this course with the Lotus Notes 8 Administration course. That course is designed for administrators responsible for registering Notes users and developing Policies, and who have at least limited administrator rights to the Domino Directory. This diagram contrasts the audiences of the Lotus Notes 8 Administration and Lotus Notes 8 Support courses: Duration To cover all topics in this course, you will need at least 3 days. 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. Outline Topic 1: The Domino Client Support Landscape Notes client and Domino Server Clients that connect to Domino Defining technologies Support roles in an organization Support resources Support database Topic 2: Install Notes Installing a new Notes user Notes software installers Ways to run the installers Offsite installation is OK Obtain the installer kits Demonstration: Install Notes Standard configuration software Step 1: Start the Notes Standard configuration installer Step 2: Customer information Step 3: Choose directories Step 4: Client features Step 5: Ready and set default email client Step 6: Reboot computer Results of the installation Step 7: Ready to start Notes Client Configuration wizard Exercise: Create Shortcut to start Basic configuration from Standard InstallShield Tuner for Lotus Notes Install Notes using the Transform file Software updates Topic 3: Configure Notes Exercise: Client Configuration wizard Exercise: Check Notes configuration Setup Settings policy Information needed when Notes starts Summary: What Notes needs to access Domino Notes character display sizes Eclipse character display settings Topic 4: Notes-Network-Domino Notes connectivity overview Network configuration overview Basic network connectivity Operating system configuration Protocol-level connectivity testing Network statistics Router paths NotesCONNECT Connection problems at startup Port settings in Notes Locations Connection document Role of Home/Mail Server How Notes locates a Domino Server Trace Connections from Notes Exercise: Network connectivity Proxy and firewall servers User connections to servers in other Domino Domains Topic 5: Troubleshoot Notes Notes Log Debug variables Eclipse error logging If Notes crashes Manually kill Notes Re-run the Client Configuration wizard Reconfiguration wizard How to back up user files Reinstall Notes Completely uninstall Notes Topic 6: Multi-User PCs and Roaming Users Strategy 1: Shared executable files Strategy 2: Multiple users on one computer Strategy 3: Roaming between computers Two roaming configurations Setting a user as a roaming user Multi-user roaming Single-user installation roaming Strategy 4: Data directory on a file server Third-party roaming solution Strategy 5: Virtual desktop Strategy 6: Switch locations Strategy 7: Browser access to mail Exercise: Access mail using a browser Strategy 8: Run Lotus Notes Basic configuration on USB flash drive Topic 7: Access Errors Sequence of access errors Error 1: Contacts not found Error 2: Wrong Notes password Error 3: Cant find path to server Error 4: Failure to authenticate Error 5: Server Error: You are not authorized to use the server Error 6: User cant create a new or replica database on a server Error 7: You are not authorized to access that database Error 8: User cant create a document in database Error 9: User cant delete his/her own document Error 10: User accidentally deletes his/her own document Error 11: User cant edit or delete others documents Error 12: Certain custom database features are not visible Error 13: User cant create local replica of server-based database Error 14: User cant open locally encrypted database Error 15: User cant open encrypted document Exercise: Server and database access Notes Basic configuration: Sametime Notes Standard configuration: Sametime Both configurations: Sametime Execution Control Lists Topic 8: Configure Notes Mail Message transfer protocols Message flow Notes Mail configuration User Mail database ACL Create a Message Message format Send Message Deliver message to user Read messages User Preferences vs. Mail Preferences Make Notes the default mail program Mail security Exercise: Sign and encrypt message User can't open encrypted message Topic 9: Address Messages Accurate addressing Local Contacts Contact documents Exercise: Add contact Recent Contacts view Public Keys Mailing Lists (Groups) Exercise: Contact and Group documents Mobile Directory Catalog Exercise: Create replica of the Mobile Directory Catalog LDAP Account documents Topic 10: Troubleshoot Message Transfer and Delivery Message flow Exercise: Mail configuration Transfer failures Delivery Information Exercise: Read delivery information Delivery failures Delivery options Exercise: Delivery options Internet mail delivery failures Topic 11: Manage User Mail Databases Problem 1: Accidental Mail database deletion Problem 2: Accidental message deletion Problem 3: Exceed size quota Help users slim down mail Shared attachment database Message archiving Calendar Cleanup Database compression Problem 4: Wrong or obsolete design Topic 12: Private Views and Folders Why create a private view Security and storage Where is my private view? View characteristics View restrictions Create a private view Customize private view Understand the data View selection options Simple Search Conditions options Select by formula Time-based selections Select by document property Selection by exclusion Columns show data Column Value Example formulas Column properties Column Info tab Column Sorting tab Format tabs Advanced tab Exercise: Create private view Create private folder Delete private view or folder Topic 13: Document Issues Problem 1: Changing forms to read a document Alternate forms User manually changes forms Automatically change forms Potential user confusion Problem 2: Replication conflicts Manual reconciliation Prevent conflict documents by design Automatic document locking Long term document locking Document locks and mobile users Exercise: Replication conflicts and document locking Problem 3: Phantom documents return Problem 4: Document reader lists Recover private documents Exercise: Private document Problem 5: Removing document from folder versus deleting it Problem 6: Copied and pasted documents Topic 14: View-Level Export and Import Copy Selected as Table Print calendar to document View-level export Export to Calendar File (ICS) Export to Comma Separated Value (CSV) Export to 1-2-3 file (.WK4) Export to Structured Text (.TXT) Export to Tabular Text (.TXT) Other reporting products View-level import Topic 15: Simple Agents Components of every agent Agent considerations Agent List New Agent dialog box Add (simple) actions Document selection How Simple Actions operate on documents Simple Action actions Exercise: Newsletter agent Safe agent testing Running agents locally on a schedule Topic 16: Notes-Modem-Domino Offline use Ideal pre-configuration for user Ways to connect via modem Install modem hardware Exercise: Simulate adding modem in Windows XP Network Dialup overview Information you will need for Network Dialup Notes Port settings for Network Dialup Notes Direct Dialup overview Configure modem for Notes Direct Dialup Topic 17: Dialup Connection and Location Connection documents Create a Connection using the Notes Client Reconfiguration Wizard Create a Connection from a Location document Location documents Common location dial modifiers Proxy servers and HTTP tunneling One connection, multiple locations Exercise: Simulate Network Dialup configuration of connection Test your location and connection Prompt for time/date/phone in Location documents Travel across time zones Phonebook database Domino Passthru Servers Passthru topology Client-side Passthru configuration Server-side configuration Hunt group of Passthru Servers Server-side security Passthru authentication Passthru logging Topic 18: Prepare Notes for Mobile Use What mobile users need Two ways to work remotely Replication Create replica database copy Make application available offline Exercise: Create replica copies and replicate Setup/Desktop Settings policy documents Open the replica from a Bookmark Replicate databases Replicas and the database ACL Exercise: Replicate databases Replication page Database replication tasks Call Entry/Hangup Entry tasks Schedule task High priority databases Enable the replication schedule Exercise: Scheduled replication Force Replication page tasks Replication settings Easy selective replication Local free time information Local Free Time database Add Free Time to the Replication page Drawbacks of disconnected schedule lookups Replication page options Replication folders Replication History General replication troubleshooting Topic 19: Additional Mobile Security User responsibilities Encrypt existing local databases Database security and replication Enforce consistent ACL Replicate or copy documents ACL attribute Topic 20: Take Notes on the Road Two ways to work remotely Before you leave the office Other things not to forget While you are in transit When you arrive at your destination When you receive mail When sent messages are transferred Keep replication time short Back in transit When you return to the office Exercise: Simulate travel Miscellaneous tips for mobile user support Replication and accidental document deletion Contact Us Privacy Policy ©2010 wareSource
This course is designed for help desk personnel responsible for supporting Notes 8 Standard and Basic configurations users, whether they are connected via the network or modem. The course starts with a technical discussion of how Notes and Domino work together. The course provides a very practical approach to fulfilling most user requests and solving many workstation problems, but at the same time helping you understand when to escalate problems to the Domino or Notes administrator or to a custom application developer.
Duration
To cover all topics in this course, you will need at least 3 days.
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. Outline