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Welcome to IBM® iNotes®
IBM® iNotes® is a browse client for access to IBM Domino® mail, contacts, calendar, scheduling, and collaboration services. You can use browsers to send and receive mail, use your calendar and contacts, create to do or notebook items, and work offline.
What's New in IBM iNotes 9.0.1 Social Edition?
This topic lists features new to IBM® iNotes®, and tells you how to get started using those features.
Accessibility features
Accessibility features help users who have a disability, such as restricted mobility or limited vision, to use information technology products successfully.
Keyboard shortcuts
Keyboard shortcuts can be used in full mode for the supported versions of Microsoft® Internet Explorer, Mozilla Firefox, and Safari. These shortcuts differ in behavior depending on the browser version and, in the case of Firefox, on the operating system. There might be additional exceptions for your browser, other than those listed here.
About Ultra-light mode
The ultra-light mode is designed for use on a mobile device.
Ultra-light mode Quick Reference
IBM iNotes ultra-light mode provides a set of icons to help you quickly complete tasks.
When you log in, you must enter your name and Internet password unless you give someone permission to see your free time. In that case, you do not need to enter a user name or password. Anyone can read entries in your Inbox to which you allow public access (meetings, calendar entries, and so on). However, to send mail or create calendar entries, you are prompted to enter a user name and Internet password.
IBM® iNotes® windows will not open
Pop-up blockers prevent new windows from launching, which makes IBM® iNotes® unusable. For example, you may not be able to create a new message or calendar entry. Pop-up blockers can also block the Help windows from displaying.
Installing Upload Control
The first time you log into IBM® iNotes® using the Microsoft Internet Explorer browser, you are prompted to download the Upload Control from IBM Corporation. The Upload Control is only used with the Microsoft Internet Explorer browser.
Using IBM iNotes Control
The IBM iNotes Control (also known as ActiveX) enables users of Microsoft Internet Explorer and Window Explorer to make the web client the default email client, send email from external Web pages and Microsoft Office applications, email files stored on their workstation using the web client, and paste images into emails.
Managing your Notes ID and passwords
You use security preferences to manage your Internet and IBM® Notes® passwords. Depending on how your administrator set up your mail account, you might also be able to delete your Notes ID if it is corrupted and you need to replace it.
When you log out,IBM® iNotes® removes your login credentials and private data from the browser's cache. Deleting this data prevents an unauthorized user from using cached information to access your mail file.
Installing Browser Cache Management
Browser Cache Management provides security by controlling which URLs are stored in the cache when the IBM® iNotes® session ends.
Customizing your client
You can customize your web client in several ways.
Enabling search
To enable the search feature, you need to create a full-text index.
Setting display options
Select a secondary calendar to display and change the date and display formats. You can also set text size, language, and direction; customize column size; and display alternate names.
Printing
You can print a view or folder, such as your Inbox view, print selected documents within a view or folder, and print a calendar view or calendar entries.
Using instant messaging
You can chat online with anyone who has an active, away online, or in a meeting status. People who are away or in a meeting can see your instant messages once they return to their computers.
You can set a Delegation preference so that other people can manage your mail for you, including your calendar, contacts, and to do entries. You can also let them perform certain tasks for you, such as sending messages, or creating entries.
Opening someone else's mail and calendar
You can manage mail, calendar or to do entries for another user. Depending on how much access you have to their mail file, you may be able to read messages or calendar entries, and edit, create, or delete them. You may also be able to send mail on behalf of the other user. You cannot manage someone else's mail in lite mode.
Specifying who is able to see my schedule information
You can determine how much of your schedule information displays when other people check your schedule for free time.
Setting mail preferences
You can customize a variety of mail settings through your preferences, such as setting how unread mail is to display, setting sort order, creating a personal signature and other settings.
Rules for creating folder names
In addition to the folders that are standard in the mail file, you can create your own folders that display in the mail navigation pane. When creating a folder, you should be aware of the limitations for folder names. The limitations apply whether you are using the Notes® client or the web client.
Opening and reading mail
You can use mail to electronically communicate with coworkers, friends, and family. When you are not connected to the Internet, you can work offline and create, send, reply, and forward mail; all of your outgoing messages are sent when you go back online.
Prior to sending a mail message, you have the option of specifying delivery options, attaching one or more files to a message, saving a message as a draft for review at a later time, inserting IBM® Quickr® links, and other options.
Creating and using stationery
You can use the stationery you have created to send messages and to create additional stationery.
Creating tables
You can create tables in an email, calendar entry, to do item, or notebook page by using the formatting toolbar.
Using attachments
You can attach one or more files to a document, and you can save attachments that are sent to you in messages.
Attaching and sharing links to files
If your organization uses IBM® Connections, you can manage and share links to files without leaving your inbox.
Encrypting and signing messages
You can encrypt and digitally sign messages you send.
Using mail delivery options
You can select one or more delivery options such as whether to confirm delivery of a message with a delivery report and whether to mark a message confidential.
Using Message Recall
You can recall a message that you have sent to recipients who use the web client or IBM® Notes® mail. This is useful when you want to update or correct information that you sent in a message.
Sending tracking requests
You can track a message that you have sent to verify the delivery status or the entire path the message travelled.
Organizing your Inbox
Organizing your inbox includes using folders to organize messages, marking messages as read or unread without opening the message, flagging messages for follow up and other organizational tasks.
Setting up Out-of-Office mail
You can set up an out-of-office message so that people who send you mail while you are away from the office receive a reply automatically. The automated reply tells people who send you mail that you are out of the office, and tells them when you will return.
You can set up your mail application to filter new mail you receive, and to control junk mail, such as bulk messages and spam messages. You can create mail rules to act automatically on new messages you receive that meet certain conditions.
Creating and managing mail rules
You can create mail rules to act automatically on new messages you receive that meet certain conditions. Any rules that you create in IBM® Notes® also display in IBM iNotes®
Creating Quick Rules
Quick Rules allow you to create simple rules based on incoming mail to eliminate messages with specific subject lines, sender names, or from specified domains.
How do blacklists and whitelists filter mail?
To help filter out unwanted email, the IBM® Domino® server can be configured to use blacklists to specify hosts and/or domains responsible for sending unwanted email to you. In addition to blacklists, the server also tags e-mails with whitelist tags.
You archive documents to manage the size of your mail file.
Setting archive preferences
To create an archive, you must set Archive preferences.
Creating and managing mail archives
Creating and managing mail archives includes creating an archive file, restoring a document from an archive, viewing the archive files and viewing the archive log file.
Preventing orphaned response documents when archiving
Some of the applications for which you create archives have hierarchical views. Responses that are not archived disappear from any hierarchical view (are orphaned) but they still exist and use space in your mail file. The Mail Threads view, for example, is a hierarchical view, which means there are parent documents (the original message) and child documents (responses).
See the following table for descriptions of commonly-performed calendar tasks.
Setting calendar preferences
Customize your calendar by setting your office hours, meeting invitations, and time zone information. Set any calendar defaults you want for new entries, such as entry type, anniversary repeat duration, and appointment and meeting duration. For time zone selections in new entries to take effect, you must first set your time zone preferences on this same page.
Filtering entries in a calendar view
To decrease clutter in the calendar, you can choose which types of entries to show on the calendar.
Working with group calendars
To view or work with group calendars, from your calendar, use the Group Calendar view in the navigator.
Repairing a calendar that displays duplicate entries
A repair function is available if your calendar displays a duplicate entry for each instance of a repeating meeting, showing two identical meetings scheduled at the same time.
When you schedule meetings, you can check the schedules of invitees, reserve a location, set up online meetings, and track invitee responses.
Seeing when people are available for meetings
When you schedule a meeting, you can check to see when the invitees are available.
Making changes to meetings
You may need to make changes to your meetings after you have scheduled them and sent out invitations.
Specifying a non-local time zone for a meeting or appointment
You can specify a time zone other than your current time zone when you create a calendar entry.
Reserving rooms and resources for a meeting
When you schedule a meeting, you can reserve conference rooms and resources (such as overhead projectors) if they are included in the directory your organization uses. If you do not have access to rooms and resources, see your administrator.
Adding online meeting information to invitations
When you schedule a meeting, you can select the online meeting service used in your organization, specify your meeting information related to the service, and save it as your default online meeting. Then, when you create future invitations your meeting information fills in the online meeting section of the new invitations.
Responding to meeting invitations
When you receive a meeting invitation it displays in your Inbox and in the Meeting Notices view of your calendar.
Viewing all meeting notices
In addition to viewing meetings on your calendar on their scheduled dates and times, you can view all meeting notices as a list or in summary form. You can also view your calendar entries from the sidebar using Day-At-A-Glance.
Using instant meetings
You can use IBM® Sametime® to host and attend instant meetings.
You save information about people and groups in your contacts.
Creating group mailing lists
You can create a mailing list to send messages to a group of people. Then, to address the message (or meeting invitation or to do assignment), enter the group name in an address field.
Select addresses for mail, invitations, or To Dos
Select addresses for mail, invitations, or to do assignments.
Importing contacts from Microsoft Outlook
You import Microsoft Outlook contacts by first exporting them from Outlook as a comma separated value (CSV) file. A CSV file is a simple ASCII text file that has one record per line and has a .csv file extension, such as contactname.csv.
You can create and manage your personal and group To Do items from the To Do list. You can also display your To Do items in your calendar. In the calendar view, they appear after the date bar and before the time slots.
Creating To Do items
You can create to do items to keep track of tasks that you need to accomplish, and then view them in a list or in a chart. You can also display your to do items in your calendar. Use these steps to create personal or group to do items.
Viewing the To Do list
Use the To Do list to track your personal and group to do tasks. All list views show the status, task, and category of your to do. If you have chosen to have your To Do items display in the calendar view, they appear after the date bar and before the time slots in the view.
Responding to a To Do assignment
When you receive a notification of a group to do, you have the option of accepting, declining, or delegating the assignment.
Managing a group To Do item
To manage a group to do item, you can add or remove an assignee, reschedule a due date, mark an item complete, cancel an item or perform other tasks.
You can see and act on live text in documents via widgets in IBM® iNotes®, if granted access by your administrator.
Using widgets
You can open widgets from the My Widgets sidebar panel in different formats, set widget properties, remove widgets from the My Widgets sidebar panel, and update widgets from the widgets catalog. In addition to the widgets an administrator might have already added to the My Widgets sidebar panel for you, you can also add widgets from the widgets catalog.
Using the widgets catalog
You can browse and search the widgets catalog for widgets to add to your My Widgets sidebar panel and add community information to widgets in the catalog.
Accessing error information
If something goes wrong during your session, you can capture the error information and provide it to your administrator.