Lotus Notes R5: Managing and Sharing Information

This course is intended for end users that are looking to use the fundamental features of Lotus Notes R5. Participants should have completed Microsoft Windows 98 Fundamentals (Course 71011) Lotus Notes R5: Collecting and Organizing Information (Course 13190) Lotus Notes R5: Messaging and Working Remotely (Course 13191) and Lotus Notes R5: Calendaring And Scheduling (Course 13192) or have equivalent knowledge.

• Design and manage forms and views.


• Search domains address books and the Internet for information.

0 Automate routine tasks by using agents.


• Browse the Web by using the Personal Web Navigator.


• Manage Web pages in Lotus Notes.


• Subscribe to various databases to obtain information based on selection criteria.

Unit 1: Designing Forms and Views

• Match the Lotus Notes database access levels with the privileges they grant to the users.
• Create a form.
• Define the fields in a form.
• Create a form section.
• Create a view.
• Insert a column into a view.
• Set column properties in a view.
• Specify a selection condition to display documents in a view.
• Indent response documents in a view.
• Grant a specific user the access to a view.
• Cascade views.

Unit 2: Searching for Information

• Search a view sequentially for documents that contain a specific word.
• Search a view in a database for documents containing specific phrases.
• Search a view in a database for documents created by a specific author.
• Search a view in a database for documents created on specific dates.
• Search for a specified database in a domain by using the Search drop-down button.
• Search for a user in Address Books by using the Search drop-down button.
• Search for information on the Internet by using the search engines available in Lotus Notes.

Unit 3: Automating Tasks with Agents

• Identify the functions of the fields in the Agent Builder window.
• Create an agent to reply to mail messages.
• Create an agent to forward mail messages.
• Create an agent to send documents.
• Create an agent to copy documents.
• Create an agent to delete documents.
• Copy an agent to a database.

Unit 4: Browsing the Web

• Identify the features of the different types of Web navigators available in Lotus Notes.
• Create a Personal Web Navigator bookmark.
• Customize Personal Web Navigator to enhance Web access.
• Open a Web page by specifying its URL.
• Save a given Web page as a bookmark by using the drag-and-drop method.
• Configure Lotus Notes to convert the Internet URLs into hotspots.
• Forward a Web page to a Lotus Notes user.
• Configure a location to use Lotus Notes as the Internet browser.

Unit 5: Organizing Work with Headlines

• Subscribe to Notes Applications.
• Specify a selection criterion to filter messages from a Lotus Notes database.
• Subscribe to the Mail database to display meetings on the Headlines page.
• Specify the duration for which subscription results are kept before being automatically discarded.
• Subscribe to an intranet database.
• Configure the Page Minder agent to receive notification of the updated Web pages.

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The CDROM version of this course requires:

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
• At least a double speed CDROM drive.
• An MPC compliant sound card with attached speakers or headphones is recommended (Currently only the CDROM version supports audio).

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM and 22MB available hard disk space or file server space.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).