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Notes/Domino Tutorials


Beyond R5: Features and Tips


    Introduction

    Since the original release of R5 you will find that the Notes client has continued to enhance Bookmarks and document management features. Now you can display useful information about the databases you use, choose from a wider variety of Bookmark icons, and selectively control the documents you archive. This learner directed offering will provide you with information about these changes, as well as suggestions for best use of R5. To learn more about the Integration of Sametime into the Notes client, please see the learner directed offering Using Sametime from the Notes Client.

    If you are not yet experienced with R5, we recommend that you take the Notes User Update course, available in both classroom and self-paced formats. For more information about these programs, see the Lotus Professional Services Education page at www.lotus.com/home.nsf/welcome/education.
     

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    Enhancements to Bookmarks

    Pinning a Bookmark window open
    To keep the Bookmark window page open click the pin that is shown in the upper right of the Bookmark window.

    Displaying Bookmark information
    Database server names and document count information is now available. To display the new Bookmark menu options click the arrow in the top of the Bookmark window.

 
    The table below identifies the menu options on the Bookmark Menu.

     
    Menu Option
     
     
    Description
     
    Create New Folder
    Create a folder in which you can store bookmarks or other folders.
     
    Icons (Large, Medium, Small) Change the size of your bookmark icons.
     
    Show Unread Document Count Show how many documents you have not read in a database.

    Show Server NamesShow the name of the server where a database resides.

    Pin Bookmarks Window Keep the bookmarks window on the screen at all times.
     
     

    Using the context-sensitive Bookmark menu
    When you right-click on a bookmark, you display the context-sensitive Bookmark menu.

    There are two changes on the Bookmark menu:

    • There are many more icon choices available when you choose Change Bookmark Icon.
    • Choose Copy Bookmark to copy the bookmark, then paste it into a document or message.


    Copy Bookmark has also been added to the context-sensitive Task menu. Right-click an open task window tab to display the menu.

     
    Enabling keyboard navigation in the Bookmarks bar

    One of the features of the Bookmarks bar lets you open a Bookmark link by assigned number or letter. Press Alt-B to display numbers for each icon in the Bookmarks bar, then press the key that corresponds with the number. This feature is enabled in User preferences, by selecting Show extended accelerators.
     
    You can expand this accessibility feature to use the up arrow, down arrow, Home, End, Page Up and Page Down keys to navigate within the Bookmarks bar. Use Enter to select a Bookmark and Esc to exit. To enable these keys,
    add the line AllowBookmarkFocus=1 to the NOTES.INI file, and then restart Notes.
     
    You can also use the up arrow, down arrow, Home, End, Page Up, and Page Down keys to navigate an open Bookmarks page.

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    New Properties for Picture Placement
     

    Wrapping text around pictures
    The Picture Properties choices to wrap text around pictures have changed. In the original release of R5, to have text wrap around images you selected the Span Lines checkbox in the Picture Properties InfoBox and chose the alignment style.

    The Picture Properties InfoBox contains the new Text Wrap field. The drop-down choices clearly describe the picture placement and include a thumbnail image.

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    New Archiving Functions

    Two important archiving features have been reinstated since R5 was originally released.

    • the ability to archive selected documents
    • automated archiving

    To use archiving features choose from these commands

    Actions -> Archive -> Archive Now or

    Actions > Archive > Enable Local Scheduled Archiving.

     

    To archive individual documents, select the documents, then choose Actions > Archive > Selected Documents.

     

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    Bookmark Ideas: Keeping Track of Your Bookmarks


    Creating Bookmark folders and sub-folders
    In no time at all you will find that you have amassed a large assortment of bookmarks. Your collection may contain a variety of links to different databases, documents, and Web pages, all related by topic and content. You can create additional Bookmark folders to organize and categorize your collection of bookmarks. The Create Folder option is available when you right-click a Bookmark folder or the triangle at the top of the Bookmark window.

    Right-click folder menu Bookmarks page menu

     

    In the Create Folder dialog box enter the name of the folder and choose the location for the new folder. You can open existing subfolders in this list, which allows you to create a folder within a folder. If you do not choose a location, the default -Folders- is selected, and the new folder is added directly to the Bookmarks bar.

    Moving Bookmarks into folders
    You can drag and drop bookmarks to a new location on the same Bookmarks page, to a bookmark folder, or even to a folder on a different Bookmarks page. The key is to keep the left button depressed as you drag the Bookmark. When you release the button the bookmark is placed in that location.

    When you drag a bookmark over a folder, the folder name turns blue. A black line indicates where the bookmark will be placed within the list, as shown below.

    Filing a Bookmark from the open window tab
    Any item that you open can be saved for future reference with a bookmark. Right-click on the open Task window tab and choose Bookmark.

    In the Add Bookmark dialog box you can change the name of the bookmark and select a location.


     
    Even though you are creating a bookmark from a document, you can have the bookmark link to the document itself, or to the database (or view) where that document is stored. Choose Document, View, or Database from the As type drop-down list.

    Creating Bookmarks to messages and Web pages
    For those documents, messages, and Web pages that you routinely use, bookmarks offer you quick access. You can go directly to the document or form and bypass multiple steps to open the database or URL and find the page or document.

    To create bookmark links to individual pages or forms, open the document (or Web page) and drag the Task window tab to a Bookmarks page. Bookmarks to messages and Web pages are displayed as shown below.

     

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    Finding Information: Using the Variety of Notes Search Tools

    Notes offers a comprehensive range of search features allowing you to find just about any information you need. You can search for information in documents, databases, file systems, address books or the Internet.
    What you are currently viewing in Notes determines what happens when you click the search icon. Clicking the arrow next to the search icon opens the search menu.

    The table below describes different types of searching you can do with Notes.

     
    If you want to find
     
     
    Then...
     
    Text in a documentOpen the document. Click the search icon to open the Find Text in Document dialog box.

     

    Documents in a viewOpen the database and the view you want to search.Click the search icon to open the search bar.


     
    Note: If you are in a view and just start typing, a Starts With dialog box opens. This is a simple way to find a document in a sorted column, such as the sender name column in the Inbox view of your Mail.
     
    Words and phrases in
    multiple documents
    Open database and the view you want to search. Click the search icon to open the search bar, and click More, then Multiple Words.

     

    A databaseThe catalog is a view containing all of the Domino databases in the domain. To search the catalog click the search icon arrow and select
    Find Database. Or, you can use the Search box on the Basics Welcome page.

     

    A personClick the search icon arrow and select Find People. In the Directories dialog box choose the Directory to search (address book, Domino directory, or Internet directory).

    Note: Internet directories require an account in your local Address book.

     

    A document, database or file within an entire DomainClick the arrow to the right of the search icon and choose Domain Search. If this option is dimmed, you need your Domino administrator to set up Domain Search.

     

    Information from the WebClick the arrow to the right of the search icon and select one of the Internet choices from the menu.
     

    a

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