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Course Title:
Lotus Notes R6 End User Training

Duration: 2 days

Course Overview
This course teaches you how to be immediately productive in Lotus Notes® 6.

During this course you send and reply to electronic mail using Notes. Once you have the basics of mail mastered, you will learn all the options available when you send mail. Because mail is a key business application, you will learn how to organize mail into folders and to archive important messages.

You will learn also how to use the Calendar and how to schedule a meeting and send invitations to other people.
In addition to learning about Notes Mail, you will learn the most commonly used features as you use the Address Book, create a personal Journal, and participate in a shared discussion on a Lotus Domino™ Server.

Target Audience


There are two audiences for this course.
New Notes users who can:
start and stop software applications in Microsoft® Windows™;
use Microsoft Windows Explorer to find and organize files; create, format, and print documents using a graphical word processing software package; use Microsoft Internet Explorer to browse Web pages and manage a list of "favourite" bookmarks.

For these individuals, only parts of the course may be presented in a 1/2 day or longer class.
Help desk employees who want an in-depth understanding of how Notes is used on a day-to-day basis. For these individuals, the entire course may be presented in a 2+ day class. In addition this class may include some or all topics from the Lotus Notes 6 Administration and Support course.

Course Objectives


In this course, you will learn how to:

Navigate in the Notes user interface;
Send and receive electronic mail;
Format your messages and include attachments;
Organize your mail into folders;
Configure user preferences, mail preferences, and delivery options;
Create contacts and group lists in your personal Address Book;
Use the Calendar to schedule appointments and meetings;
Open other users' calendars and create a Group Calendar;
Use the Scheduler to check for free time in other people's schedules;
Enable the Out of Office agent to automatically respond to memos while you are away;
Archive messages into an Archive database;
Create a personal Journal database from a database template;
Participate in a shared Discussion database on a Domino Server;
Determine your rights in a database and protect your computer from rogue code;
Create and manage Bookmarks and Bookmark Folders.

Course Content


Topic 1: Get Started
What is Lotus Notes?
What is a Notes database?
What is a Notes application?
Personal and shared applications
Start Lotus Notes
Quick tour of the Notes interface
Get Help

Topic 2: Security
Notes User ID
Server access
User ID responsibilities
ID file actions
Recover a forgotten password

Topic 3: Send Mail
Mail policy
Open your Mail database
Starting window
Create Memo
Address fields
Type-ahead addressing
Select addresses
Search for names
Mail outside your company
Content fields
Send memo
Exercise: Create and send memo
How mail delivery works

Topic 4: Delivery Options
Delivery options
Exercise: Mail delivery options
Advanced delivery options

Topic 5: Read Mail
"You have new mail"
Read memo
Mail preview
Exercise: Read mail
Reply to mail
Exercise: Reply to mail
Re-send a memo
Forward memo
Copy into new
Delete mail
Delete mail from the Sent folder
Print memo

Topic 6: Views
Navigate in views
Column sequence
View sorting
Customize View
Row colours
Select multiple documents
Print view summary
Print documents from the view
Exercise: Print a view and documents
View extras

Topic 7: Attachments
What is an attachment?
How to attach a file
View, Launch, Detach, Delete attachments
Exercise: Attach file

Topic 8: Organize with Folders
Create folder
Send and File
Folder options
Drag documents to folder
Exercise: Organize mail into a folder
Remove documents from folder
Exercise: Add and remove documents from folder

Topic 9: Advanced Mail Features
Notes Minder
Out of Office agent
Rules
Create Rule
Multiple Rules
Exercise: Rules
Mail and Calendar delegation
Calendar versus Mail delegation
Exercise: Calendar Delegation
Calendar Delegation and time zones
Archive your Mail
Routine message archive
Recover an archived message
Archive Logs database
Scheduling the archive

Topic 10: Calendar
Calendar overview
Calendar format
Create Calendar Entry
Create Appointment
Date and Time entry
Exercise: Create appointment
Edit entry
Delete entry
Other Calendar Entry types
Print your Calendar
View other Calendars
Shortcuts to other Calendars
Control who can open your Calendar
Create Group Calendar
View a Group Calendar
Exercise: Create Group Calendar

Topic 11: Meetings
The invitation process
Invitees
Send the Meeting invitation
Receiving an invitation
Scheduler
Scheduler Summary view
Scheduler Details view
Exercise: Use the Scheduler
Availability schedule
Define your availability schedule
Control who can query your schedule
Reserve a room and resource
Meetings view
Invitation delivery options
Auto processing invitations

Topic 12: Calendar Entry Options
Field 1: Repeats
Reschedule a repeated entry
Field 2: Notify Me
Alarm configuration
Missed alarms
Field 3: Mark Private
Field 4: Pencil In
Field 5: Categorize

Topic 13: Calendar Configuration
International settings
Location settings
Alternate time zone
Calendar display preferences
Default entry type
Define your workday
Conflict checking
Enable conflict checking
Exercise: Conflict checking
Colors
Holidays
Add Holidays

Topic 14: Contact Management
Open Address Book
Address Book views
Basics tab
Personal tab
Advanced tab
Create a contact from a directory lookup
View actions
Exercise: Create contacts
Create contact from memo
Printing mailing labels
Group documents
Create Groups from Contacts
Exercise: Create Group from Contacts
Create Group from sent memos

Topic 15: To Do List
To Do List overview
New Personal To Do
Quick To Do
Exercise: Create Personal To Do
By Category view
Incomplete and Complete views
To Do's on your Calendar
Complete a To Do
Copy into New To Do
Group To Do's
Exercise: Group To Do

Topic 16: Personal Journal
Create Journal database
Quick tour of the Journal interface
Create and edit document
Save document
Exercise: Create and edit documents
Delete documents

Topic 17: Discussion Databases
Open database on Server
Exercise: Open Class Discussion database
Discussion user interface
Exercise: Author Profile
Main Topic form
View categories
Expand view categories with twisties
Read documents
Edit documents
Exercise: Start a discussion
Response documents
Exercise: Create responses
Dual-purpose view twisties

Topic 18: Search for Information
Find text in view
Full Text Search
Search using Full Text Search
Search results
Exercise: Full Text Search
Valid search operators
Improve your results
More options
Exercise: Use the Search Builder

Topic 19: Rich Text Formatting
What is Rich Text?
How to add Rich Text
Format Rich Text using the Properties box
Minimized properties box
Bullets and numbers
Indented numbering
Tables
Format a table
Add/Delete rows or columns
Cell width
Reordering lists and table rows
Copy view into table
Permanent pen
Highlighter
Format helpers
Pictures
Document properties
Exercise: Format Rich Text
Spell Check
Find and replace text
Print header and footer

Topic 20: Database and Workstation Security
Database access
Determine your access level
ACL settings
Exercise: ACL
Special ACL rights
Workstation security
Set your ECL

Topic 21: Bookmarks
Default Bookmarks
Default Bookmark Folders
Add Bookmark to Bookmark Bar
Move, Remove, Change Bookmark
Create Bookmark Folder
Pin Bookmark window open
Display as Workspace
Modify Bookmark Folder contents
Exercise: Bookmarks
Bookmark details
Find Bookmarks in Bookmark Folders
Startup Bookmark Folder
Set any Bookmark as Home Page

Topic 22: Navigation Shortcuts
The universal Close key
The amazing quick menu
Toolbars
Changing toolbars
Status Bar
Show Window menu
Open document in its own window
Document Links
Create a Notes document link
Exercise: Create document link

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