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Notes/Domino Tutorials



Creating Your Personal Web Navigator


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Introduction: Browsing with a Personal Web Navigator

Setting Up for Local Retrieval
Prerequisites/requirements
Defining your location

Creating a Personal Navigator Database
Troubleshooting your database setup

Customizing Your Personal Web Navigator Database
Controlling the size of your database
When to purge the database
Tracking the size of the database
Checking for changes to Web pages
Opening the Web Navigator database to the Web page of your choice
Sharing Web pages with users of a Server Web Navigator database
Setting the way your Personal Web Navigator displays Web pages

Setting Up Agents to Track and Download Web Pages
Setting up Page Minder to track changes to Web pages
Setting up Web Ahead to download Web pages

Personal Web Navigator Quick Reference

Setting Up and Using Notes/IE Personal Web for Version 4.6

Introduction: Browsing with a Personal Web Navigator

When you use the Server Web Navigator, the Web pages you retrieve are stored in a shared Navigator database on the server. Only the server needs to have TCP/IP and access to the World Wide Web. Web pages are available to all users accessing this Server Web Navigator database.


If you have direct access to the WWW and your workstation is running TCP/IP, you can access the Web directly from your Notes client with a Personal Web Navigator.

Web pages you retrieve are stored locally. You can:

  • Take your Web database on the road and browse pages while you're disconnected.
  • File Web pages in any database on your workstation.
  • File and read in any Notes database.
  • Retrieve information from the Web using a "Web-enabled" database--a database created from the PerWeb template.
  • Track changes to any of the Web pages you have retrieved.
  • Automatically download Web pages (and the Web pages they are linked to) to your Web database.

    This Learning Byte shows you how to set up a Personal Web Navigator database for local retrieval of Web pages.

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    Setting Up for Local Retrieval

    Before you can create and use your Personal Web Navigator database, you must set up your Notes workstation.

    Prerequisites/requirements
    In order to set up and use a Personal Web Navigator database, your Notes workstation must:
  • Be running the TCP/IP network protocol
  • Maintain either a direct or proxy connection to the Internet. To set up your Web Navigator database, it's important that you know which kind of connection you have.
  • If you are unsure of how you are connected to the Internet, ask your system administrator.

    Defining your location
    You can create a new location document or redefine an existing location in your Personal Address Book by following these steps:

    1. In the Location document, choose "from Notes workstation" in the Retrieve/open pages field.



    2. If "from InterNotes Server" is selected, Notes will use the Server Web Navigator when you retrieve a page. If you retrieve a Web page but it doesn't appear in your Personal Web Navigator, check this location setting. If connected to Internet through a proxy, enter the name or IP address of the proxy and the port.


    Note: To define more specific proxy settings, click .

    3. Save and close the Location document.

    Your Web proxy server is not the InterNotes server you use to access the Server Web Navigator.

      Back to Table of Contents

      Creating a Personal Navigator Database

      To create your Personal Web Navigator you can have Notes create it for you (the preferred and easier method) or create it from a database template:

      Open a Web URL from within Notes. Before the first Web page is opened, a Personal Web Navigator database is created.

      To open a URL anywhere in Notes you can either:

      1. Choose File - Open URL, enter the URL, and click OK, or



      2. Enter the URL in the Search Bar and click Open.

         


      Create a new database (choose File - Database - New), using the Personal Web Navigator 4.5 template.


      Troubleshooting your database setup
      After setting up the Personal Web Navigator, you should be able to retrieve Web pages and see them in the All Documents view of your Personal Web Navigator database.


      If pages you try to retrieve are not displaying, check :

    • That You are using the location that you have set up for Web retrieval.
    • That Retrieve/open pages is set to from Notes Workstation, in the Internet Browser section of your location document.
    • The name or number of the server, if you are using a Proxy server.
    • That the Web Navigator database in the Web Retriever Configuration section of the Location document is set to the name of the database you created.


      Back to Table of Contents


      Customizing Your Personal Web Navigator Database

      When you create a new Personal Web Navigator database, you can use Internet Options (Actions - Internet Options) to configure how you're connected to the Internet, manage the size of the database, customize how Web information is displayed, and check for changes to Web pages.

      Controlling the size of your database
      As you start retrieving Web pages and storing them in your Web Navigator database, the database can quickly become very large. You can monitor and control the growth of your database by purging documents when the database reaches a certain size. Each time you open your Personal Web Navigator database, any documents that meet the criteria you set are deleted from the database.

      When to purge the database
      To set when to purge the database:

      1. Choose Actions - Internet Options.




      2. In the Database purge options section, select one of the available options:

      "Reduce full pages to links if not read within" deletes the contents of the page, but saves the URL so that the page is still listed in the database Views.




      "Remove pages from database if not read within" deletes the entire page from the database.

      3. For either option, select the number of days the document must be unread before being purged.

      4. Select Disable to disable the purge options.

      Tracking the size of the database
      To keep track of the size of your database, you can have Notes notify you when your database reaches a chosen size.

      In the Database purge options section, check "Warn me when the database exceeds" and select a database size.




      Checking for changes to Web pages
      Once you have retrieved a page from the Web, the page is stored in the Notes database as a Notes document. Since Web page authors are continually updating their pages, you can have Notes go out to the Web and check if the page has changed.

      1. Edit your Location document in the Personal Address Book.



      2. In the Web Retriever Configuration area of the Advanced section, select a cache update option:
        Never - By default Notes does not check to see if the cached document is up-to-date.
        Once per session - Check once per Notes session.
        Every time - Check each time you open a Web page already in the database.

      3. Save and close the location document.

      If you want to be sure you are viewing the latest version of a Web page, you can retrieve the latest version of the page from the Web, whether or not the page is already stored in the database by using the reload option.

      If you open a page with Open URL, check Reload from Internet server.


      If you open a page from one of the database views, click the Reload Action button .

      Note: You can be sure that the Web Navigator is retrieving a page from the Internet, and not the database, when you see the flying pages in the upper right corner of the window.


      Opening the Web Navigator database to the Web page of your choice
      You can set up the Web Navigator to always open to a chosen Web page:

      1. From your Personal Web Navigator database, choose Actions - Internet Options.



      2. Select "Open home page on database open" and enter the URL of the Web page of your choice.

      Note: You can have Notes launch your Personal Web Navigator to the selected Web site each time you start Notes. Choose File - Tools - User Preferences, click Startup Database, and select your Personal Web Navigator as the startup database.

      Sharing Web pages with users of a Server Web Navigator database
      When you work from your Personal Web Navigator, retrieved pages are automatically stored in your Personal Web Navigator database. When you come across a Web page you want to share with others, however, you can save the page in the Server Web Navigator database.

      First select which Server Web database to save the Web pages to:

      1. Choose Actions - Internet Options


      2. In the Collaboration options section, enter the InterNotes server and database names.

      3. Then, when your Personal Web Navigator is open to a Web page you want to share with the Server Web Navigator database, click .


      Setting the way your Personal Web Navigator displays Web pages
      When you open a Web page in your Personal Web Navigator Notes database, the page becomes a Notes document. From Internet Options, you can control the way Notes displays elements of a Web page.

      1. Choose Actions - Internet Options.



      2. In the Presentation preferences section, you can adjust the display settings.

        Anchors
        Style of URLs on a Web page. Default is underline/blue.
        Body Text
        Font and size of the remaining text not defined within the rest of this Presentation Preferences section. The default is Times 10. (The rest of the font fields in this Presentation Preferences section use the font size specified in this field.)
        Fixed
        Font for text within the <CODE>, <SAMPLE>, <KBD>, and <TT> tags. The default is Courier.
        Plain
        Font for text within the <PLAINTEXT>, <PRE>, and <EXAMPLE> tags. The default is Courier.
        Address
        Font for text within the <ADDRESS> tag. The default is Times.
        Listing
        Font for text within the <LISTING> tag. The default is Courier.

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      Setting Up Agents to Track and Download Web Pages

      The Personal Web Navigator database comes with two predefined background agents:
    • Page Minder keeps track of changes to Web pages and automatically notifies you when a page has changed, thus saving time.
    • Web Ahead automatically downloads Web pages (and, if you want, the Web pages they are linked to). By automatically downloading pages from a site for off-line reading, you can save Internet connection time and you can download Web pages to read when you are disconnected.

      Note: In order to enable either agent, first choose File - Tools - User Preferences and select Enable scheduled local agents. Both agents will run only when your Notes workstation is running.

      Setting up Page Minder to track changes to Web pages
      Page Minder monitors the status of all pages in the Page Minder folder. You are notified by e-mail when the contents of any of these pages changes. Page Minder agent preferences define how often the pages should be checked. Choices are Every Hour, 4 Hours, Day, and Week. Either a Summary or Actual pages can be sent, and the e-mail can be sent to any user. The Enable Page Minder button starts the Page Minder agent.

      To define how often to check the pages and how to be notified:

      1. Choose Actions - Internet Options.



      2. In the Page Minder agent preferences section, click Enable Page Minder. (Note: The first time you enable the agent, you are prompted to enter the server on which to run the agent. Choose Local.)

      3. From the "Search for updates every" drop-down list, choose how often the agent will check to see if a Web page's content has changed.

      4. From the "When updates are found" drop-down list, choose how you are to be notified of a change to a Web page. You can choose to have a message (summary) or the newly updated page sent.

      5. In the Send to field, select who will receive the message and/or new page.

      6. Save and close Internet Options.

      To select a Web page to be monitored by the agent, just drag the document into the Page Minder folder.




      Setting up Web Ahead to download Web pages
      The Web Ahead agent automatically collects all Web documents referenced on any given page in the Web Ahead folder.

      To define the number of levels of links to follow and retrieve:

      1. Choose Actions - Internet Options.



      2. In the Web Ahead agent preferences section, click Enable Web Ahead. (Note: The first time you enable the agent, you are prompted to enter the server on which to run the agent. Choose Local.)

      3. From the Preload Web pages drop-down list, choose the number of levels of page links you want the agent to retrieve.

      4. Save and close Internet Options.

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