Lotus Notes 8.5.1 Standard Configuration User Update

Course Code: NCUU851
Product: Lotus Notes/Domino 8.5.1
Duration: 0.5 days
Topics/Pages: 10 topics / 138 pages
Price (US dollars):
$10 per user


This course is designed for Lotus Notes 6.5 and 7 users who want to learn the most important and useful features of Lotus Notes 8.5.1 Standard configuration.

This course takes you on ten tours of the new features of Notes itself and of all the important changes to the Mail, Calendar, and Contacts applications. We will also take you on a tour of the new Sidebar and Lotus Symphony applications.

Course goals

In this course, you will take these ten tours of the new features of Notes 8.5.1 Standard configuration:

  • Tour 1: Home Page. Although Lotus Notes has a new look and feel, most of what you already know about it is the same as in previous versions. Our job here is to show all the new things that you will encounter when you first start using Notes.
  • Tour 2: New Menu Choices. We’ll show a few of the new menu choices that you will want to know about now.
  • Tour 3: New Message. Mail has been improved with a number of new features that make it easier to create and address messages.
  • Tour 4: Mail Inbox. The Inbox (and all the other folders and views in Mail) has been redesigned to make you more efficient in how you read and respond to messages.
  • Tour 5: Other Mail Changes. Notes now has a message recall feature, which attempts to recall a message that you accidentally sent prematurely or that you have second thoughts about having sent. The user interface for enabling out-of-office has been improved, and the reply can now be configured to instantaneous. And when you return, out-of-office notification is automatically disabled.
  • Tour 6: New Calendar Entry. The Calendar Entry form has been reworked, making it cleaner and easier to use.
  • Tour 7: Calendar Views. The Calendar views have been given a new look, and you should find it easier and quicker to create and manage your Calendar Entries.
  • Tour 8: Contacts. The Contacts application is the new name for the previous Address Book. It still serves the same purpose, only with a new look and a few new features.
  • Tour 9: Sidebar Applications. Notes includes several Sidebar Applications including Sametime Contacts, Day-At-A-Glance, RSS Feeds, and My Widgets.
  • Tour 10: Symphony Applications. Notes comes with three productivity tools that take the place of the three main applications in popular office suites. Although they look a little different than other office suite applications, it won’t take you much time to learn how to use them.


This course is designed for proficient Notes 6.5, 7, and even 8 users.

If you are new to Lotus Notes 8.5.1 or think your Notes skills may be rusty, we recommend our full Lotus Notes 8.5.1 User Essentials course, which assumes you know nothing about Notes and want to build your skills from the ground up.


This course is sold as a 1/2 day course and may be taught in a seminar/demonstration style without hands-on computer use. Many of the step-by-step procedures in the course can be performed either in a computer-equipped classroom or back at the desk to reinforce the concepts and build your competence. 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.


Tour 1: Home Page 

Two Notes configurations, three platforms
Start Notes
Tour the Home Page
Home Page actions
Toolbar Search
Right-click search
Web-style search
Open button
Legacy Workspace
New embedded Web Browser
Show Thumbnails button
Right Sidebar
Symphony Applications
Notebook application
Custom Home Pages

Tour 2: New Menu Choices 

File - Open
File - Preferences
File - Locations Manage Locations
File - Application Make Available Offline
File - Close All
File - Application Install
View Advanced Menus
View - Toolbar
Tools menu
Help - Help Contents
Help - Search
Help - Support

Tour 3: New Message 

Create a new message
More action button
New letterhead
Display action button
Type-ahead addressing with business card
Instant Spell Check and Instant Corrections
Create Hyperlink
Rich Text signature
Multi-level undo
Drag and Drop

Tour 4: Mail Inbox 

Tour the Inbox
Refresh action
Document selection
Show action button, preview to right
Improved message display
Sender Colors
One-click actions
Mail quota reminder
Automatic Inbox clearing

Tour 5: Other Mail Changes 

Recall message
Out-of-Office notification
View Collaboration History

Tour 6: New Calendar Entry 

Create a new Calendar Entry
Check (your) Calendar action button
Mark Available
Click links
Display action button
Find Rooms, Find Resources
Find Available Times tab

Tour 7: Calendar Views

New look
Appointments and meetings clearly defined
View navigator
New and Respond buttons
Delete action button
Show button
Lists views
Show Calendars
Open Group Calendars
Show invitations on Calendar
Show cancelled meetings on Calendar
Calendar footer

Tour 8: Contacts 

New views
New action button
Forward vCard action button
Browse for Contact action button
Show action button
Display international alpha tabs
New Contact form
Contact list synchronization
Contacts delegation
As a Contacts delegate

Tour 9: Sidebar Applications

Sametime Contacts application
Sametime Primary Contacts
Feeds application
Day-At-A-Glance application
My Widgets application

Tour 10: 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