BP104 Have it Your Way and Make it Work For You!
Margo Ezekiel | Notes UX Team Lead, IBMRam Krishnamurthy | Notes
STSM, IBMMat Newman | Director of Education, ISW
Abstract
The exceptional ability to customise IBM Notes to fit your
customer or business needs continues with the new IBM Notes 9
Social Edition. Learn how to make company-wide changes and tweak
Notes to suit your personal work style.
Margo, Ram and Mat will show you how to fine tune your client
experience and improve your productivity by adjusting settings, and
we'll offer hidden gems on how to personalise, manage and master
the new pieces as well the new features to enhance the more
traditional components.
You will leave brimming with the latest and greatest tips for
the latest and greatest client so you can have it YOUR way and make
it WORK for You!
About Us
Margo Ezekiel is the UX Team Lead for IBM Notes and IBM iNotes.
She has worked as a User Interface Designer at IBM since 1991 and
previously as a software developer. She holds a BA in Computer
Science from Brown University. @Mezekiel #Notes9
Mat Newman is passionate about IBM Notes and loves talking about
IBM products. Mat is an IBM Champion, IBM Certified Instructor, IBM
End-user Instructor. He has been working with IBM Notes since 1992.
@matnewman #Notes9
Ram Krishnamurthy is responsible for the mail, calendaring,
contact management and other PIM functionality in the current
releases of Notes as well as for leading IBM Notes/Domino customers
in the future.
Please note:
IBMs statements regarding its plans, directions, and intent are
subject to change or withdrawal without notice at IBMs sole
discretion. Information regarding potential future products is
intended to outline our general product direction and it should not
be relied on in making a purchasing decision. The information
mentioned regarding potential future products is not a commitment,
promise, or legal obligation to deliver any material, code or
functionality. Information about potential future products may not
be incorporated into any contract. The development, release, and
timing of any future features or functionality described for our
products remains at our sole discretion.
Performance is based on measurements and projections using
standard IBM benchmarks in a controlled environment. The actual
throughput or performance that any user will experience will vary
depending upon many factors, including considerations such as the
amount of multiprogramming in the user's job stream, the I/O
configuration, the storage configuration, and the workload
processed. Therefore, no assurance can be given that an individual
user will achieve results similar to those stated here.
Agenda
Customization Ram Krishnamurthy
New Client Features Margo Ezekiel
New Mail, Calendar, Contacts Features Mat Newman
#Notes9
Customization
General Client: Social Theme Demo
Drive optimal design and uniformity of user interface and
interactions across the portfolio.
Leverage familiar and industry-standard patterns.
Align with a larger IBM unified look and feel effort.
Reduce training costs and speed product adoption for our
customers.
Minimize the complexity and color saturation of our interface,
so that important items can be easily seen.
A subtler color palette
Added spacing (to reduce the density)
Consistent alignment and grids
More words and less icons
Streamlined graphics
Standard
Client
Server
Mail template
Notes 9: Social Theme
General Client: Social Theme - Policy
Standard
Client
Server
Mail template
General Client: Social Theme - Preference Setting
Standard
Client
Server
Mail template
General Client: Customizing Theme
Standard
Client
Server
Mail template
General Client: Branding and Theming
Standard
Client
Server
Mail template
SPLASH
SCREENSESplashPath=/opt/ibm/lotus/notes/framework/shared/eclipse/plugins/com.ibm.notes.socialedition.branding_/splash.bmp
HasNotesOverlay=1
General Client: Masthead
Problem:
Users had a hard time finding 'Mail' 'Calendar' among the
tabs
The important tabs often fell off the end
Solution:
Turning the icons on/off:Did You Know?
Standard
Client
Server
Mail template
General Client: Masthead
To customize with your own icons:
Open MANIFEST.MF file of the plugin
Add dependence to com.ibm.rcp.ui plugin in Dependencies tab
Standard
Client
Server
Mail template
Create a new 'com.ibm.rcp.ui.shortcutButtonSet' extension in
Extensions tab and fill
General Client: Toolbar
New command to hide the toolbar except when editing
Standard
Client
Server
Mail template
New policy to control this
General Client: QuickFind
Demo
GOALSCombine Starts with and Find so users discover and can
easily use both.
Build more smarts into QuickFind so user has to do less
work.
FEATURESTypeahead lets you find people by their first, last, or
even internet names.
Typeahead for subject lets you find related emails.
The sorting is done automatically for you.
Standard
Client
Server
Mail template
General Client: QuickFind
Standard
Client
ServerTemplate
CUSTOMIZATIONThe preferred sort column is a property
Available on any Notes view
Names columns in Notes view will show typeahead
dropdown$LastNameSorted=1 First Last (default)
$LastNameSorted=2 Last,First
$LastNameSorted=3 Last First
General Client: Simplified Dates
GOALSMake it easier to find & triage mail.
StandardClient
ServerMail template
General Client: Simplified Dates
CUSTOMIZATIONThis is done through a new designer attribute
Display abbreviated date
Available for all notes views (but not by default)
StandardClient
ServerMail template
Mail: Improvement To Mail Addressing
NEW PREFERENCEIn locations document
NEW DESKTOP POLICY for TYPEAHEADA new policy setting to show
typeahead server results first and then local
TypeaheadShowServerFirst=1
With this desktop setting the typeahead drop down will show
server results first and then explicitly select Search for
Local
Mail: Improvement To Mail Addressing
Further improvements to ambiguous dialog
Mail: New Desktop Settings
Users do not discover the 'Show > Preview on Side'
New Notes INI to enable Preview on Side by
defaultPreviewPaneOnSide=1
Users have complained that they delete folders inadvertently
using the DEL key when they are in the navigator
New Notes INI to disable DEL key in Mail
NavigatorDisableDelKeyForNavigator=1
General Client
General Client: Discover Page
Demo
GOALSUpdate the Home Page and Getting Started to give more value
to end users.
Easier access to our documentation resources, some of which are
on the web.
Help users understand and find the powerful features of
Notes.
Smaller chunks of information
Bring user right to Preferences panel/tab for setting
Different media/learning styles: Learn More (help topic), Watch
It (view video), and Do It (open a dialog)
Oriented toward tasks and problem solving.
Standard
Client
ServerMail template
General Client: Discover Page
CUSTOMIZATIONSet the databases in Quick Links Custom Database
section through Policy.
Set the default open tab through policy.
Admins can customize tips of the day by going into the
properties file, and changing the text in the Tip of the Day
section. If they change the number of tips, they'll also have to
change the Javascript for Tip of the Day.
Standard
Client
ServerMail template
General Client: Discover Page Customization
Standard
Client
ServerMail template
General Client: Updates Page
Standard
Client
ServerMail template
General Client: Group by Date
GOALSMake it easier to find & triage mail.
Standard
ClientServer
Mail template
General Client: Search Improvements
Standard
Client
Server
Mail template
SORTING RESULTSMoved sort control to main window (out of More
options)
Changing the sort order launches a new search automatically
Added a 'Did You Know' if users hover on the Date field in the
Results
SEARCH MAIL & ARCHIVES
General Client: Familiar Shortcuts
Standard
Client
Server Mail template
PREFERENCE for FAMILIAR SHORTCUTSA new Basic Configuration
preference to enable familiar
shortcuts:$ENABLE_ADDITIONAL_KEYSTROKES=1
Ctrl+R=Reply
Ctrl+1,2,3 for mail/calendar/contact tabs
When enabled, sidebar shortcuts become Ctrl+8,9,0
8 .5.3 9.0
General Client: Useful Shortcut Keys
Editing operationsIncrease font sizeDecrease font size F2Shift +
F2
Indent OutdentF8Shift + F8
Text InfoboxCtrl+K
Select AllCtrl+A
GeneralStop current network communicationCtrl + Break
Quit[Alt + F4] or[Ctrl + Q]
Create new e-mail[Ctrl + M]
Send mail[Alt + 1]
Close Tab[Esc]
General Client: Complete Shortcut Keys (1 of 2)
BackAlt+Left
BoldCtrl+B
BreakCtrl+Break
CloseEsc
Collapse All_
Collapse Selected Level-
Compose MailCtrl+M
Context Sensitive HelpF1
CopyCtrl+C
CutCtrl+X
Cycle NextF11
DeleteDelete
Edit DocumentCtrl+E
Enlarge FontF2
Expand All+
Expand Selected & Children=
Expand Selected LevelNumpad_Add
FindCtrl+F
Find NextCtrl+G
Focus Tool BarCtrl+Alt+T
ForwardAlt+Right
HomeAlt+Home
Indent firstF7
Indent remainingF8
InsertInsert
ItalicCtrl+I
Lock Notes IDCtrl+F5
New ApplicationCtrl+N
Next PartF6
Next PerspectiveCtrl+F8
Next SelectedF3
Next UnreadF4
Next ViewCtrl+F7
NormalCtrl+T
Open ApplicationCtrl+O
Open ListAlt+B
Open URLCtrl+L
Outdent FirstShift+F7
Outdent RemainingShift+F8
General Client: Complete Shortcut Keys (2 of 2)
Paragraph InfoboxCtrl+J
PasteCtrl+V
Previous PartShift+F6
Previous PerspectiveCtrl+Shift+F8
Previous SelectedShift+F3
Previous UnreadShift+F4
Previous ViewCtrl+Shift+F7
PrintCtrl+P
PropertiesAlt+Enter
Rebuild the index for a viewShift+F9
Rebulid the index for all viewsCtrl+Shift+F9
Reduce fontShift+F2
RefreshF9
Right Sidebar - ClosedCtrl+0
Right Sidebar - OpenCtrl+9
Right Sidebar - ThinCtrl+8
RulerCtrl+R
SaveCtrl+S
Select AllCtrl+A
Show Key AssistanceCtrl+Shift+L
Show System MenuAlt +
Show ThumbnailsCtrl+Shift+T
Show View MenuCtrl+F10
Text InfoboxCtrl+K
UnderlineCtrl+U
Undo TypingCtrl+Z
General Client: Miscellaneous
StandardClient
Server
Mail template
Single-click to close Miniview
Policy to control closed by default
Ctrl+Click to launch URL in Edit Mode
When you hover on a URL the cursor will be the same as is shown
in read mode.
Change Password now on File menu
General Client: Default Preference Settings
StandardClient
Server
Mail template
If a user already has the mail pop-up notifier, set them to have
the new mail slide-in notifier
Automatically close original mail when replying/forwarding
Automatically sort date column to display most recent at top
Automatically process meeting updates and apply changes to
meetings
Turn on ghosting in calendar (display unaccepted invitations in
the calendar view)
Enable Synchronize Contacts (with iNotes and mobile devices)
Turn Social Theme ON
Expose Job Title in typeahead
Mail
Mail: Date Sort default
Standard
Client
ServerMail template
NEW POLICYNew Desktop policy and preference for mail to show
most recent emails on top or bottom
Desktop setting is AUTO_SORT_DATE=11 or 12
11=new mail top
12=new mail on bottom
New 'Did You Know'
Mail: Date Sort default
Mail: Beginning of Messages
Demo
GOALSMake it easier to find & triage mail.
Standard
Client
ServerMail template
Mail: Add Sender to Contacts
StandardClient
ServerMail template
Mail: Improved Protector Integration
StandardClient
ServerMail template
Mail: Miscellaneous
StandardClient
Server
Mail template
When you Reply/Reply All from the Sent View, it removes your
name from the To field.
Admins can disable Return Receipt to reduce flood
If ReturnReceiptDisabled_NeverSend=1 above dialog will NOT come
up and return receipt will NOT be sent.
Mark as Read/Unread on Action Bar
Calendar
Calendar: Category Color Coding
StandardClient
ServerMail template
Calendar: Weekly Planner
Standard
Client
Server
Mail template
Calendar: Rolling Month
Standard
Client
Server
Mail template
Calendar: Today is Easier to Find
Calendar: Federated Notes Calendar Enhancements
Cleanup bad federated calendars with a cleanup action
Forward a federated Notes teamroom calendar to others
Right click on federated teamroom calendar and say Email
To...
Contacts
Contacts: Remove Duplicates
StandardClient
ServerMail template
Contacts: Make Contacts Private (by default)
StandardClient
Server
Mail template
Contacts: Make Contacts Private (by default)
StandardClient
Server
Mail template
NEW POLICYThere are instances where duplicate contacts get
created in contacts views. This action will clean them up.
A new policy setting to enable the Mark Private checkbox by
default in the New Contact form
An agent which can be run to mark all current contacts to be
private
Social Theme: Use our tools
StandardClient
Server
Mail template
http://infolib.lotus.com/resources/oneui/3.0/docPublic/index.htm
Thank You!
Mat NewmanDirector of Education, [email protected];
@matnewman
Ram KrishnamurthySTSM, IBM Notes,
[email protected]
Margo EzekielUX Team Lead, IBM Notes, iNotes,
[email protected], @MEzekiel
Legal disclaimer
IBM Corporation 2013. All Rights Reserved.The information
contained in this publication is provided for informational
purposes only. While efforts were made to verify the completeness
and accuracy of the information contained in this publication, it
is provided AS IS without warranty of any kind, express or implied.
In addition, this information is based on IBMs current product
plans and strategy, which are subject to change by IBM without
notice. IBM shall not be responsible for any damages arising out of
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materials. Nothing contained in this publication is intended to,
nor shall have the effect of, creating any warranties or
representations from IBM or its suppliers or licensors, or altering
the terms and conditions of the applicable license agreement
governing the use of IBM software.References in this presentation
to IBM products, programs, or services do not imply that they will
be available in all countries in which IBM operates. Product
release dates and/or capabilities referenced in this presentation
may change at any time at IBMs sole discretion based on market
opportunities or other factors, and are not intended to be a
commitment to future product or feature availability in any way.
Nothing contained in these materials is intended to, nor shall have
the effect of, stating or implying that any activities undertaken
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results.
All references to [Renovations] refer to a fictitious company
and are used for illustration purposes only.
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