Lotus Notes 8.5 User Essentials PLUS Pack

Course Code: NCUE85plus
Product: Lotus Notes/Domino 8.5
Duration: 0 days
Topics/Pages: 41 topics / 566 pages
Price (US dollars):
$15 per user


The Lotus Notes 8 User Essentials PLUS Pack isn’t a “course” in the traditional sense in which you are taken through a structured sequence of concepts and experiences. Instead the PLUS Pack is a collection of standalone, advanced topics that you will want to learn about after you have taken the Lotus Notes 8 User Essentials course.

You may want to include some of the PLUS Pack topics to enhance the Lotus Notes 8.5 User Essentials course, or come back later to learn more about particular aspects of Notes on an as-needed basis.

Course goals

In this course you will learn advanced concepts and skills related to these areas:

  • Mail
  • Calendar
  • Instant Messaging and Web Conferencing
  • Document Editing
  • Search
  • User, Application, Document, and Workstation Security
  • Notes as an Internet client
  • Notes User Interface.


This course is designed for Lotus Notes users who have mastered the content of the Lotus Notes 8.5 User Essentials course.


There is no recommended duration for these materials.

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.


1 Mail 

Mail Preferences and Options 

Always keep a copy of sent messages
Use Letterhead
Delivery options
Outgoing mail checking
Exercise: Mail delivery options
Advanced delivery options
Delivery Information
Text signature
Internet mail preferences
Send phone message

Search for Addresses 

Select addresses
Search for names in LDAP directories
Ambiguous Names


Message Stationery
Personal Stationery

Message AutoSave 

Enable AutoSave in Notes
When AutoSave runs
AutoSave timeline
If you never saved the document: Scenario 1
If you never saved the document: Scenario 2
Manually run AutoSave

New Mail Notification and Notes Minder

Polling interval and alerts
Read next/previous message
Notes Minder
Start Notes Minder
New mail notification
Notes Minder actions
Visual notification of new messages

Mail, Calendar, and Contacts Delegation 

Mail is private by default
Delegation and your privacy
Access to your Calendar for scheduling
Mail file ownership
Delegate your Mail file
Exercise: Calendar delegation
Delegate Contacts
Acting as a delegate
Calendar delegation and time zones

Mail Rules

Create QuickRule
Exercise: Create QuickRule
Manually create a Rule
Exercise: Manually create a Rule
Multiple Rules
Blacklist and Whitelist tag Rule conditions
Blacklist Example

Local Message Archive 

You have exceeded your quota
Delete messages, run Calendar Cleanup, and compact Mail file
Why archive messages?
Configure local message archiving
Routine message archive
Recover archived message
Archive Log database
Remove expired messages from your Mail
Administrator control over archiving


How SwiftFile works

SwiftFile works only on Shared folders
Install SwiftFile
Activate SwiftFile
Using SwiftFile
Uninstall SwiftFile

2 Calendar 

Calendar Configuration 

Current Location
Regional preferences
Display time zone and alternate time zone
Calendar display preferences
Default Calendar Entry type
Colors used to help distinguish entries
Alarm configuration
Scheduler preferences
Control who can query your schedule

Manage Meeting Invitations 

Show invitations on Calendar
Delete meeting invitations
Control Inbox clutter
Autoprocess invitations

Group Calendars

Open Group Calendars view
Create Group Calendar
Exercise: Create Group Calendar
Create Group Calendar from sent messages

Room and Resource Management

Who can create rooms and resources
Step 1: Create a site
Step 2: Create resource at site
Room and Resource ownership
Verify resource in Domino Directory
Site document: Automatic reminder notices
Resource document: Limit advanced reservations
Edit resource attributes
Rename resource
Delete resource

Meeting Rooms and Resources 

Exercise: Schedule a meeting and reserve a room
Restrictions on room and resource reservations
Reservation approval process
Automatic reminder notices
Preferred rooms and resources

Direct Room and Resource Reservations 

Why make a direct reservation?
Who can make direct reservations
Reserve a room in Resource Reservations
Immediate reservation feedback
Exercise: Make direct reservation
Resource views
Quick reservation
Transfer reservation to new owner
Cancel a reservation

3 Sidebar and Symphony Applications 

Sametime Preferences and Options 

Sidebar panel menu
Sametime Contacts list view options
Right-click options in Sametime Contacts
Privacy Lists
Contact display
Remove from Sametime Contact List
Show Chat History
View Collaboration History
Automatically change your status

Sametime Audio and Video 

Audio prerequisites
Test your audio equipment
Add audio to a text chat
Call Selected Contact tool
Chat window with audio
Connection status
Connection tools
Audio tools
Close audio channel
Telephony integration
Video prerequisites
Add video to a text chat
Add video: Call Selected Contact tool
My Widgets Sidebar Application 

Show My Widgets Sidebar panel and toolbar
Add Widget from Widget Catalog
Four types of widgets you can add
Example widget: Notes View
Example widget: Web page or Feed
Example widget: Google Gadget
Live text widgets

Lotus Symphony Applications 

Why use Symphony?
Create new file
Create new file from template
Common elements
Create a Presentation file
Create a Spreadsheet file
Create a Document file
File formats
Symphony Help 

4 Document Editing 

Rich Text Formatting 

What is Rich Text?
Format Rich Text using Text properties
Formatting tips
Image resources
Highlight text
Exercise: Format Rich Text
Permanent pen
Named styles
Use the default fonts in documents
Set the default fonts on your computer
Special characters
Text popup
Exercise: Text popup
Find and replace text
Add a bulleted list
Reorder lists
Indented numbering
Exercise: Add numbered list
Create table
Add a Basic table
Format a table
Insert, append, and delete rows or columns
Cell width
Exercise: Add table to a document
Reorder table rows
Merge and Split cells
Nested tables
Exercise: Animated table
Print tabbed tables
Exercise: Sections
Hide when
Exercise: Hide a paragraph
Document properties
Print header and footer

Link Options 

Link Hotspots
Change or remove a Link Hotspot
Move or copy a link
Anchor Links
Image maps
Link to a Named Element
Automatic URL conversion to a hotspot
Link to a URL
Application Link
View Link
Copy a view into table (with links)

Document Locking

Automatic document locking
Exercise: Automatic document locking
Manual long-term document locking
Exercise: Long-term document locking
Document locks and mobile users

[Replication or Save Conflict] 

Replication defined
Document replication conflicts
Save conflicts
Conflict resolution

Document Version Tracking

Types of version tracking
Manual or Automatic versioning
Optional developer work

5 Search

Open Any Application 

Open an application
Search for an application title
Application Catalog

Search for Information 

Find text in a folder or view
Starts with
Full Text Search
Full Text Search results
Exercise: Full Text Search
Improve your results
More search options
Exercise: Use the Search Builder
Toolbar Search
Right-click search

Full Text Search Operators 

Any or all words
Exact phrase
Boolean phrase
Web-style search
FIELD or [fieldname] operator
Reserved characters and words
Additional search operators

Domain Search

Verify your Catalog/domain search server
Conduct a Domain Search
Exercise: Domain Search
More Domain Search options

6 User, Application, Document, Workstation Security 

User Security Basics 

Notes User ID
Server access
User ID responsibilities
Lock Notes User ID
User Security dialog box
Find your current Notes user name
Automatically lock your Notes User ID
Change your Notes user name
Change your password
Compromised password
Recover a forgotten password, ID Recovery method
Recover a forgotten password, User ID Vault method
Notes Shared Login for Windows

Application Security 

Application access
Determine your access level to an application
Denied access
Application Access Control List settings
Exercise: ACL
Special ACL rights

Document Security

Private documents
Reader Access Control List
Anonymous documents
Create a copy of a document
Security implications
Design implications

Workstation Security 

How ECLs work
View your ECL
Default and No Signature
Edit your ECL
Domino administrator control over your ECL
Enable Java applets and JavaScript

7 Notes as an Internet Client 

Notes and the Web 

Define your browser
Open the Web browser
Address Toolbar
Bookmark a Web page
Notes Web browser preferences

Feeds Sidebar Application 

Open Feeds application
Add a feed
Read the feed headlines
Change the feed display
Manage existing feeds

iCalendar Calendar Entry Exchange

iCal standard
iCal meeting invitations
Export Calendar Entries from Notes
Import .ics file into Notes
Manage imported iCal file
Import .ics file into Outlook
Import .ics file into Google Calendar
Import .ics file into Mozilla Lightning
Overlay iCal feeds on your Calendar

Internet Mail

Send and receive Internet mail
Notes and Internet mail in the same Inbox
Notes and Internet mail in different Inboxes
Sign and/or Encrypt messages sent to Internet email users
Internet Certificates
Obtain your Internet Certificate
Import Internet Certificate File into Notes User ID
Sign a message
Outlook Express signs message to Notes user
Notes user accepts senders Certificate for encryption
Internet mail preferences 

8 Notes User Interface and Tools 

Window Management and Bookmarks 

Windows and Themes
Close all windows
Show Thumbnails button
View your Bookmarks
Dock the Open List
Default Bookmark folders
Add Bookmark
Manage Bookmarks and Bookmark Folders
Exercise: Bookmarks
Restore default Bookmarks
Legacy Workspace
Exercise: Workspace

Home Page 

Default Home Page
Exercise: Quick Notes
New Home Pages
Frames Home Page
Exercise: Create Frames Home Page
Personal Page Home Page
Set Bookmark as Home Page

Toolbars and Status Bar

Advanced Menus
Enable/disable advanced Toolbars
Toolbar Preferences
Status Bar

Microsoft Office and Lotus Symphony Integration 

Send current file via email (Office and Symphony)
Attachments (Office and Symphony)
Import/export (Office and Symphony)
Embed Office object in Rich Text field (Office only)
MS Office Library application (Office only)
Create Notes link in other application (Office only)
Smart Tags (Office only)
Custom programs (Office and Symphony)

Work Remotely with Notes 

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
Replication page
When you receive messages
When sent messages are transferred
Keep replication times short
Back in transit
When you return to the office
Exercise: Simulate travel
Schedule replication
Replication and accidental document deletion