Quickr 8.5 – Training English Version 1.0

© Fresenius Netcare GmbH

Fresenius Netcare, 20.04.23

Quickr 8.5 – TrainingEnglish Version 1.0

Dr. Frank J. Albus

© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 2

Agenda

Introduction to Lotus Quickr

Using the task & calendar functions

Working with content & documents

Quickr user management

Quickr Connectors

Advanced Quickr functions

Tips & Tricks

Questions & Answers

Room or Folder


Definitions

Lotus Quickr Product name of an IBM collaboration product.

Place A space inside Lotus Quickr where the team and project collaboration takes place

RoomSeparated space inside a place with an own access rights management

MemberA person who is able to access the place

Lotus SametimeProduct name of an IBM communication product


Lotus Quickr is a web based collaboration software

Lotus Quickr is a team and project collaboration platform Shared document and information storage Integrated task management Calendar for meeting and simple project planning “What’s new” and newsletter functionality RSS Feeds (only for Lotus Notes 8) Customizable

Place Layout (referred to as “Theme Design”) Web input forms (referred to as “Forms”)

Workflow capabilities for document publishing process


Accessible https://projects.fresenius.de INTERNAL & EXTERNAL http://collaboration.hg.fresenius.de INTERNAL

Security SSL encrypted communication (Internet (external) server only) Access rights management by the Place owner

Integration Client: MS Office and Windows Explorer Integration Server: Smoothly integrated into the existing Lotus Notes

infrastructure (Email, Calendar, Sametime & Web conferences)

Security and integrated solutions


Client-side PC requirements

Client PC requirements Windows XP SP3 Professional Windows Vista SP2 Enterprise Apple Mac OS X 10.6

Supported Web Browser Internet Explorer 6 SP3 Internet Explorer 7 / 8 Firefox 3.5 Apple Safari 4.0

Lotus Connectors Windows XP SP3 Professional Windows Vista Enterprise Windows 7


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


MS Office documents (I)

Quickr has an MS Office integration in the web browser Supported file types:

Word Excel PowerPoint

After check-in of an MS Office document Quickr generates and stores a preview of the document


MS Office documents (II)

The user is able to edit files directly in the browser


Document types (I)

Quickr allows place members to store text directly in a Quickr Place without having to use a document

The text area includes some simple formatting possibilities The following types of content / functionality types are available

for storing content: Page

Imported File

List

Upload


Document types (II)

Documents of the type “Imported File” and “Upload” differ primarily in their appearance

Imported File After opening a document the

document preview opens

Use the tab “Attachments” to download the document

Upload After opening a document a view, from

which you can open the preview and download the document, opens


Document types (III)

In addition to text content the user is able to add file attachments (e.g. documents, .zip-files, etc.)

Some content types have an email notification function which sends an information email to specific place members after check-in


Document types (IV)

The content type Link saves Internet or Intranet links in a Place

Time planning and task delegation can be done with Event and Task content types → details later


Lists (I)

Simple presentation of lists in a browser Add, edit and remove list elements

First column is a mandatory field Possible to edit all items at once

Similar to a spreadsheet, you can walk through all cells Different field types possible

Attention: After creating a field you cannot edit the type anymore


Lists (II)

Import data from a file If a list already exists, the file must have the same structure The first line is used as headings

Different import and export opportunities Microsoft Excel (.xls) Comma-Separated Values (.csv) Lotus Symphony Spreadsheet (.ods)

Restricted access possible Folder and list ACLs can be enabled / disabled in general per place

(Customize > Basics) or server

Attention: When using connectors lists are not displayed


Forums – Discussions

Place members can create discussion topics and responses Responses will be displayed in a hierarchical way A discussion entry can contain text content and file attachments


Versioning – Browser

When checking in with a browser you have to check if you want to create a new version

In the versions tab you get an overview of all existing versions of a document

You can easily restore old versions or download old attachments


Versioning – Connector

When checking in with a connector you have to right click on the link and choose “Versions…”. In the opening window click New

In the versions window you get an overview of all existing versions of a document

You can easily restore old versions


Trash (I)

Folders or Documents can be moved to the trash The documents are not deleted immediately, emptying the trash

deletes them permanently To delete a list, open it and choose Actions > “Move to Trash” or

click on the small triangle symbol next to the list name in the document view and choose “Move to Trash”


Trash (II)

In the trash, you can restore some or all documents, delete individual documents or empty the whole trash

Manager and Owners can restore all documents Authors and Editors can only see and restore the documents they

themselves have moved to the trash


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Room or folder

A room is more “independent” of the actual place Appearance can be customized Separate Calendar / Index / Trash / Tasks Separate member list Own forms

Folders offer a quick access-protected access to content Folder and list ACLs can be

enabled / disabled in general per place (Customize > Basics) or server


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Using the Quickr tasks

The task functionality in Quickr allows place members to create tasks

Tasks have the following attributes: Priority Assigned place member Start date / Due date

An email information will be sent to the assigned member

The tasks are presented using a Gantt chart


Using the Quickr calendar

The integrated Quickr calendar allows place membersto fix meetings, all-day events etc.

If enabled in the place settings, a calendar invitation email will be sent to the place members

A place member can enable or disable the subscription of calendar invitations in his profile


Calendar add in the personal calendar

Open the calendar of your Place and click on “Add to Personal Calendar”

Copy the displayed URL Open your Lotus Notes calendar and add the calendar by using

“Add a Calendar” in the left menu Important: You need, at least, the email template 8.5.2. If the

function is not available, please contact your local hotline.


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Member management (I)

Each place contains a member management area (“Members”)

For all Place members Quickr stores an user profile with the following attributes:

User name Role Email-address Phone number

These attributes (except roles) are not editable in Lotus Quickr!


Member management (II)

New Place members are added using the members search The members search allows the place owner to search, add new

place members and assign roles to them Attention: The members search only finds a user if the search input

starts with the first name e.g. “John Doe”


Member management (III)

User roles inside a Quickr Place:

Reader: Read only documents.

Author: Read, create and edit own documents.

Editor: Read, create and edit documents.

Manager: Read, create and edit documents, administrative place rights like place customisation and adding / removing members.

Owner: Maximum set of right inside a place. The owner is able to do everything in his place.


Creation of external members

By default it is only possible to add Fresenius internal persons as members of a Quickr Place

If the Place requires the access of external non Fresenius persons, without having access to another Place, the Place owner has to create them first

Place owners can create external members in the “External Users Management Tool”:https://projects.fresenius.de/ExtUserCreation.nsf

Enter all required field (*) and click “Create User” After a check, the login credentials are sent via an email to the

external user


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Lotus Quickr Connectors (I)

Quickr Connectors make it possible to access a place with the Windows Explorer, simply like a network share, without having to use a browser

Additional functions like check-in and check-out of documents are available

Import: Please remember to check-in documents created using a connector

Please note the published document “Quickr 8.5 – Connectors Installation”

Installation via “Empirum Software-Depot” or via the left menu of the Quickr Hompeage or bottom menu of all Quickr Places


Lotus Quickr Connectors (II)

On the first usage the Quickr Connectors need a simple configuration

Server: https://projects.fresenius.de or http://collaboration.hg.fresenius.de

User-ID: Lotus Notes user name Password: Proxy- / Internet-Password


Lotus Quickr Connectors (III)

A Place can be added to the connector using both a browser or Windows Explorer


Lotus Quickr Connectors (IV)

A new document can be added to the Place using drag and drop

To create a completely new document, right click and, in the opening menu, click New


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Configuration of a Place newsletter

The newsletter email informs the place members about new and modified content and documents inside the place

Daily or weekly newsletter email By default the weekly newsletter email is enabled. The newsletter

configuration options are stored in Customize > Basics In his profile each place member is able to activate or deactivate

the newsletter himself


Creation of an own content type

The place owner is able to create customized forms in the area Customize > Forms

Fields can be added using different field types A form can have a workflow for a review of the created content

using the form


Customising options of a Quickr place

The place is customizable by the place owner and manager. The appearance and functions of the place can be changed in Customize

Basics Activation and deactivation of menu items

(Calendar, Tasks, Members etc) Logo and Theme-Selection Java / ActiveX activation and deactivation Notification options

Creation and management of own forms PlaceBots for data processing (This requires

programming skills!)


Miscellaneous

Each Folder generates a RSS/ATOM Feed, but which is only usable with a Lotus Notes 8 client installation

The “What’s New” area in Room Actions or Place Actions > “What’s new” display the last changes on content and documents at a glance (similar to the newsletter)


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Tips (I)

In your Internet browser add the URLs https://projects.fresenius.de and http://collaboration.hg.fresenius.de to the list of trusted sites

Activate Java, JavaScript and ActiveX in your web browser

Deactivate each kind of add and pop-up blocker for the Quickr URLs above

Deactivate Yahoo-, Google-Toolbar etc. Use the latest browser version


Tips (II)

Create documents and folders on the first level of navigation only using Quickr web access, do not use connectors

Use the internal Quickr navigation and not the navigation of your Internet Browser, especially when checking documents in and out


Agenda





Quickr Connectors


Tips & Tricks

Questions & Answers

Room or Folder


Questions & Answers

Thank you for your kind attention!

Dr. Frank J. Albus

IBM Certfied Application Developer – Lotus Notes and Domino

Fresenius Netcare GmbH

Collaboration Services

[email protected]

+49 (6172) 608 - 7584