Course Description Course Title:Lotus Notes 6.5 User Essentials Course Code:NCUE65 Product:Lotus Notes/Domino R6.5 Provider:wareSource Duration:3 days Topics/Pages:25 topics / 404 pages Price (US dollars):$30 per user Description During this course you will send and reply to electronic mail using Lotus Notes 6.5+. Because Notes incorporates Lotus Instant Messaging (Sametime), you will also know when people are online so you can chat in real time. 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. Course Goals 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 know when other people are online and communicate with instant messages 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 use Notes to browse the Web and send/receive mail from your personal Internet mail account create and manage Bookmarks and Bookmark Folders use Notes while disconnected from the company network. 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 "favorite" bookmarks. For these individuals, only parts of the course may be presented. Help desk employees who want an in-depth understanding of how Notes is used on a day-to-day basis. This course is followed by the Lotus Notes 6.5 Support course. Duration This course is sold as a 3-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 Notes. You can always come back later and train them in more advanced topics. Outline 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 and Notes User IDs Notes User ID Server access User ID responsibilities ID file actions Recover a forgotten password Topic 3: Send Message Mail and company policies Open your Mail database Default email program Starting window Create Memo Address fields Type-ahead addressing Select addresses Search for names Send mail outside your company Content fields Send message Exercise: Create and send memo Send phone message How mail delivery works Topic 4: Delivery Options Delivery options Exercise: Mail delivery options Advanced delivery options Topic 5: Read Messages "You have new mail" Read message Mail preview Exercise: Read mail Read next/previous message View unread messages Reply to mail Exercise: Reply to mail Re-send a message Forward message Copy Into New Delete mail Delete mail from the Sent folder Print message Topic 6: Folders and Views Navigate in views View sorting Customize View Row colors Select multiple messages Print view Print messages from the view Exercise: Print a view and messages View extras All Documents and Mail Threads views Topic 7: Attachments What is an attachment? When not to attach a file How to attach a file View, Open, Edit, Save, Delete attachments Exercise: Attach file Topic 8: Organize Messages using Folders Create folder Send and File Folder options Drag messages to folder Exercise: Organize mail into a folder Remove message from folder Exercise: Add and remove messages from folder Topic 9: Advanced Mail Features Feature 1: Mark message for follow up Feature 2: Notes Minder Feature 3: Out of Office agent Feature 4: Mail Rules Create Rule Create QuickRule Multiple Rules Exercise: Rules Feature 5: Block mail from sender Rule Feature 6: Mail and Calendar delegation Calendar versus Mail delegation Exercise: Calendar delegation Calendar delegation and time zones Feature 7: Local mail archive Routine message archive Recover an archived message Archive Log database Schedule the archive Delete expired messages via archive Feature 8: Stationery Memo stationery Personal stationery Topic 10: Instant Messaging Log on to server Change online status User Preferences Chat with email sender Create an Instant Contact List Open Instant Contact List Chat from the Instant Contact List Lotus Web Conferencing Topic 11: 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 Print Calendar to document 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 12: Meetings The invitation process Invitees Send the Meeting invitation Receive 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 or resource Meetings view Invitation delivery options Autoprocess invitations Accidentally delete meeting from Inbox Schedule online meeting Schedule online meeting from Calendar Entry Topic 13: Calendar Entry Options Option 1: Repeats Reschedule a repeated entry Option 2: Notify Me Alarm configuration Missed alarms Option 3: Mark Private Option 4: Pencil In Option 5: Categorize Topic 14: Calendar Configuration Preference 1: International preferences Preference 2: Current location Display alternate time zone Preference 3: Display preferences Preference 4: Default Calendar Entry type Preference 5: Workday definition Preference 6: Scheduling conflict handling Enable conflict checking Exercise: Conflict checking Preference 7: Colors used to help distinguish entries Exercise: Color code Calendar Entries Preference 8: Holidays Add holidays Topic 15: Contacts Open Address Book Address Book views New contact Briefcase tab Advanced tab Create contact from a directory lookup Finished contact View actions Exercise: Create contacts Create contact from memo Print labels from contacts Group documents Create groups from contacts Exercise: Create group from contacts Create group from sent memos Topic 16: To Do List To Do List overview New To Do Quick To Do Exercise: Create 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 17: Personal Journal Create Personal Journal database Exercise: Create/specify Personal Journal Quick tour of the Personal Journal Create and edit document Save document Exercise: Create and edit documents Delete documents Forward document Topic 18: 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 Automatic document locking Manual document locking Topic 19: 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 Domain Search Conduct a Domain Search Advanced Domain Search options Exercise: Domain Search Topic 20: Rich Text Formatting What is Rich Text? How to add Rich Text Format Rich Text using the Text properties box Minimized properties box Borders around paragraphs Bullets and numbers Reorder lists Indented numbering Tables Format a table Add/delete rows or columns Cell width Reorder table rows Copy view into table Permanent pen Highlight text Format helpers Pictures Document properties Exercise: Format Rich Text Spell check Find and replace text Print header and footer Topic 21: Database and Workstation Security Database access Determine your access level ACL settings Exercise: ACL Special ACL rights Workstation security Set your ECL Topic 22: Notes and the Internet Toolbars Browser selection Internet Explorer settings Browser settings in Notes Internet mail Send and receive Internet mail Two identities, one Inbox Two identities, two Inboxes Internet mail security options Topic 23: Bookmarks Default Bookmarks Default Bookmark Folders Add Bookmark to Bookmark Bar Move, Remove, Change Bookmark Create Bookmark Folder Pin Bookmarks Window open Display Bookmarks as Workspace Modify Bookmark Folder contents Exercise: Bookmarks Bookmark details Find Bookmarks in Bookmark Folders Startup Bookmark Folder Topic 24: Navigation Shortcuts The universal Close key The amazing quick menu New Welcome Page: Personal page style New Welcome Page: Frame style Exercise: Create frame style Welcome Page: Set any Bookmark as Home Page Welcome Page: Workplace Exercise: Quick Notes Toolbars Enable/disable toolbars Toolbar preferences Add new tool Status Bar Add items to Status Bar Exercise: Customize Status Bar Re-order window tabs Show Window menu Open document in its own window Exercise: Window tabs Document links Create a Notes document link Exercise: Create document link Link message Topic 25: Working Remotely with Notes Two ways to work remotely Before you leave the office Other details not to forget While you are in transit When you arrive at your destination Replication page When you receive mail 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 Contact Us Privacy Policy ©2010 wareSource
This course is sold as a 3-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 Notes. You can always come back later and train them in more advanced topics.
Outline Topic 1: Get Started