`
`BOOK
`
`Ten Minute Guide to Lotus Notes® 4.6
`Write the
`first review
`By
`,
`Dorothy Burke Jane Calabria
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`TIME TO COMPLETE:
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`TOPICS:
`ARM
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 001
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`
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`
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`PUBLISHED BY:
`Que
`
`PUBLICATION DATE:
`December 1997
`
`PRINT LENGTH:
`213 pages
`
`The 10 Minute Guide to Lotus Notes will help you quickly get up to
`speed on the new and existing features of the newest Lotus Notes
`release. The book covers the most-frequently used features of Notes,
`such as sending and receiving E-mail, working on shared documents,
`group scheduling and calendaring, and using the Internet Explorer Web
`browser. The 10 Minute Guide offers simple, practical help. Special icons
`show how Lotus Notes differs under Windows NT Workstation.
`
`About the Publisher
`Que Publishing, a publishing imprint of Pearson, was founded in 1981
`and has more than 29 years of experience providing practical advice on
`computers and technology. We take pride in our ability to lead…
`More about Que
`innovation within the technical publishing space and provide you with
`the tools you need to enhance your personal and professional life.
`
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 002
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`Copyright
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`Copyright Information
`
`© 1998 by Que® Corporation
`
`All rights reserved. No part of this book shall be reproduced, stored in a
`retrieval system, or transmitted by any means, electronic, mechanical,
`photocopying, recording, or otherwise, without written permission from
`the publisher. No patent liability is assumed with respect to the use of the
`information contained herein. While every precaution has been taken in
`the preparation of this book, the publisher and author assume no respon-
`sibility for errors or omissions. Neither is any liability assumed for dam-
`ages resulting from the use of the information contained herein. For in-
`formation, address Que Corporation, 201 West 103rd Street, Indianapolis,
`IN 46290. You can reach Que's direct sales line by calling 1-800-428-5331.
`
`Library of Congress Catalog Card Number: 97-80536 00 8 7 6
`
`Interpretation of the printing code: the rightmost double-digit number is
`the year of the book's first printing; the rightmost single-digit number is
`the number of the book's printing. For example, a printing code of 98-1
`shows that this copy of the book was printed during the first printing of
`the book in 1998.
`
`Printed in the United States of America.
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 003
`
`
`
`Introduction
`
`Many people consider Lotus Notes to be the groupware product of the
`90s. Ever evolving to meet the collaboration, communication, and Inter-
`net needs of businesses, Release 4.6 of Lotus Notes focuses on the Notes
`client. New features of 4.6 include improved navigation features (Portfo-
`lios), Web Navigator integration with Internet Explorer and contact man-
`agement capabilities within the Personal Name and Address book. These
`features and more are introduced in the 10 Minute Guide to Lotus Notes
`4.6.
`
`Welcome to the 10 Minute Guide to Lotus Notes 4.6
`
`This book focuses on the basics of Lotus Notes, introduces general group-
`ware, Notes, and email concepts, and shows you some advanced features
`of the program. You can work through the book lesson-by-lesson, building
`upon your skills, or you can use the book as a quick reference when you
`want to perform a new task. Features and concepts are presented in
`lessons that take 10 minutes or less to complete.
`
`If you are new to Notes, start at the beginning of the book. If you've used
`Notes before, you might want to skip the first few lessons and work from
`there. Use the Table of Contents and select the lessons that cover features
`of the program you haven't yet used. If you travel with Lotus Notes on
`your laptop, the compact size of this book is perfect for fitting into your
`laptop or notebook case.
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`Exhibit 1020
`Page 004
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`
`
`Lesson 1. Understanding Lotus Notes Concepts
`
`In this lesson, you learn about Lotus Notes concepts and how Lotus Notes
`stores information, as well as how Lotus Notes presents that stored infor-
`mation to you.
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 005
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`
`
`Understanding Clients and Servers
`
`Lotus Notes is based on client/server technology, enabling you to access,
`share, and manage information over a network. The network can consist
`of five or ten computers in your office building cabled together or 30,000
`computers across the United States connected to one another in various
`ways. Your PC is the Lotus Notes client. It requests and receives informa-
`tion from the Notes server, called the "Domino" server.
`
`You communicate with the Domino server through a series of wires and
`cables (hardware) and networking software. The information you request
`is in Lotus Notes applications, or databases. The Domino server usually
`stores these databases so that many "clients" can access them at one time.
`In most cases, when you double-click a database icon on the Lotus Notes
`workspace, you actually are opening a database stored on the server.
`Your client (your PC) requests that database from the server and when
`the database opens, the database residing on the server appears (see
`Figure 1.1).
`
`This figure is similar to the connection you have at work to your file
`server. Often, you store work that you have created in other software pro-
`grams (other than Lotus Notes) on the file server on your network at the
`office. For example, you might create a Lotus 1-2-3 spreadsheet or a Word
`document and then save it on your F: drive, which is actually space dedi-
`cated to you for storage on the file server.
`
`Figure 1.1. Clients and Server at work.
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 006
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 007
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`
`
`Understanding Lotus Notes Applications
`
`Lotus Notes applications typically support or automate business functions
`by helping you create, collect, share, and manage almost any kind of in-
`formation. Notes applications can incorporate information from external
`sources (such as Lotus spreadsheets), export data to external databases
`(such as Approach), or contain documents (such as Word). Notes ap-
`plications are a collection of one or more databases designed to perform a
`specific function or work process (workflow). It is not unusual for people
`to use the terms "application" and "database" interchangeably.
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`Exhibit 1020
`Page 008
`
`
`
`Understanding Databases
`
`A Notes database contains a collection of documents technically termed
`Notes and is used to manage large amounts of related information. Notes
`Databases enable you to share information contained in these documents
`that can include externally created files such as text files, spreadsheets,
`graphics, and tables.
`
`Notes databases typically fall into one of the following categories:
`
`Broadcast Information or current events that are updated frequently
`and accessed by many people who need to keep informed on certain
`subjects. Typical broadcast databases or applications are newsletters,
`industry news bulletins, or postings of meeting agendas and minutes.
`Reference Online libraries of reference information that are periodi-
`cally updated. Company policies and procedure manuals, software
`and hardware documentation, employee benefits information and
`technical support information are all examples of reference ap-
`plications and databases.
`Discussion Databases that enable participants to read one another's
`contributions and respond to them if they want. Discussion databases
`differ from email messages in that all the contributing documents are
`kept in one database, accessible by many people. A discussion data-
`base might be used for brainstorming ideas, suggestion boxes, or for
`polling opinions.
`Tracking Perfect for following the status of a project that changes
`rapidly and projects to which multiple people contribute frequent up-
`dates. Typical tracking applications include sales call tracking, project
`management, customer service, service calls, event planning, and col-
`lections management.
`Workflow Automation of routine tasks. Workflow applications or
`databases are used for purchase requests, to handle insurance claims,
`to submit and approve expense reports, or to route loan approvals.
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 009
`
`
`
`Mail The Notes mail database combines many of the features of the
`categories in this list and is used to read, send, and receive your email.
`
`Most of the Notes databases you use do not come "ready-made" with
`Notes but, instead, are designed by Application Developers specifically for
`your company. The exceptions are the Mail, Favorites, Web Navigator and
`Address databases, which are included with Notes for every Notes user.
`
`While you are at work and connected to the Domino server, most of the
`databases you access reside on the server. The icons representing your
`databases (such as mail) are only pointers to the databases on the server.
`If you are a remote, or mobile, user you must make a special kind of copy
`—called a replica—of each database you need to work with when you are
`disconnected from the Domino server. A replica of the database is a spe-
`cial copy that enables you to read, edit, and create documents and send
`changes you make back to the server the next time you connect to the
`server. For more information on replication, see Lesson 11 "Creating
`Database Replicas" and for more information on working remotely, see
`Lesson 23, "Using Notes Remotely."
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`Exhibit 1020
`Page 010
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`Lesson 18. Joining a Discussion Group
`
`In this lesson, you learn to read a discussion database, create documents,
`and receive automatic notification of changes in the database.
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`Exhibit 1020
`Page 011
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`
`
`Joining the Group
`
`A discussion database is shared among those in your workgroup and is
`usually focused on one topic, such as an advertising campaign, a new
`product line, or some other special interest. Think of a discussion data-
`base as a meeting place where you can share your ideas on the subject at
`hand. A discussion database is based upon a discussion template and al-
`ways follows a certain format:
`
`Main Documents Documents based upon a category or keyword. For
`example, your company has a discussion database built for introduc-
`ing new product ideas. To propose widgets as a new product idea, cre-
`ate a new, main document containing your thoughts on "widgets."
`Response Documents Documents created to respond to a main docu-
`ment. For example, Mary knows that widgets were a big item in the
`70s, and marketing trends show that items from the 70s are making a
`comeback. Mary creates a response document, responding to the main
`document "Widgets." In her response document, Mary shares informa-
`tion about products from the 70s as they relate to widgets.
`Response to Response Documents created to response-to-response
`documents. For example, John knows that the total widget sales in the
`70s exceeded 4 million dollars. He responds to Mary's response docu-
`ment with a response-to-response document, sharing that
`information.
`
`You must know the difference between these types of documents, even
`though the forms used to create the documents might look the same. The
`purpose for these different types of documents is to determine where
`they sit within a view: Main documents are not indented; response docu-
`ments are indented under the main document to which it is responding,
`and a response-to-response document is indented under the document to
`which it is responding. In a discussion database view, a discussion thread
`is always displayed, as follows:
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 012
`
`
`
`Main document
`
`Response document
`
`Response-to-response document
`
`Even though discussion databases can be developed for different kinds of
`discussions and forms might look different between databases, the com-
`mon denominator is that all discussion databases follow the discussion
`thread outline, as shown in the previous paragraph.
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`Exhibit 1020
`Page 013
`
`
`
`Viewing the Discussion Database
`
`A discussion database can provide different views, as determined by the
`designer of the database. Figure 18.1 shows a discussion database in
`which documents are viewed by topic.
`
`The default discussion database contains the following views:
`
`All documents displays all documents contained in the database,
`viewed by discussion thread.
`By author sorts and categorizes documents by author.
`By category sorts and categorizes documents by topic or category.
`Archiving displays documents that have been archived or moved to
`another database for archiving purposes by the database manager.
`This view will be either empty or, if the database has been archived,
`will contain older documents that are not of current interest.
`
`Figure 18.1. A typical discussion database contains navigators,
`several views, and buttons on the Action bar.
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 014
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`The default view displays a navigator (or graphic image) in the Navigator
`pane, as shown in Figure 18.1. If you prefer, you can switch to a folders
`view by choosing View, Show, Folders from the menu. To return to the
`Navigator view, click the Navigator button on the Action bar (see Figure
`18.1).
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 015
`
`
`
`Creating a Main Document
`
`You can join a discussion group by responding to a main document or a
`response document or by creating your own main document. To create a
`new main document, follow these steps:
`
`1. In the discussion database, click the New Main Topic tool button. The
`New Topic form appears (see Figure 18.2).
`Figure 18.2. Create a new main topic by selecting the New Main
`Topic button.
`
`Note
`
`No New Main Topic Button? The designers of your discussion database
`might have customized the action buttons to your company's need. In-
`stead of "New Main Topic," your button might say something such as
`"New Product."
`
`
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 016
`
`
`
`2. Fill in the category for your main document. If a keyword list is pro-
`vided, select from it. Depending upon the design of your database, you
`might be able to type in your own category, or you might be required
`to select from a predefined list.
`3. Enter a document title. Remember that the document title appears in
`the database views. It is similar to the Subject line of a mail memo and
`should define the purpose of your document. In a new product ideas
`database, your document title should briefly define your new product
`idea, such as "hula hoops." In a discussion database that covers corpo-
`rate policies, your document title might be something like "I disagree."
`4. Enter your message content. The message content field is likely to be a
`rich text field, much like the body of a mail memo. If it is a rich text
`field, you can include graphics, text formatting, and so forth. To con-
`firm that a field is a rich text field, place your cursor in the field and
`look at the status bar. If the status bar displays font information, the
`field is a rich text field.
`5. When you have completed your document, click the Close button on
`the Action bar. When you are prompted to save your document, click
`Yes to return to the view.
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`Exhibit 1020
`Page 017
`
`
`
`Reading Documents
`
`You can read documents by double-clicking the document from the View
`pane or by using the Preview pane. To read documents with the Preview
`pane, drag the heavy gray line located at the bottom of the View pane un-
`til you have a 3-panel view, as shown in Figure 18.3. You also can open the
`Preview pane by choosing View, Document Preview from the menu. Refer
`to Lesson 6, "Managing Incoming Mail," for information on Preview pane
`options.
`
`Figure 18.3. Use the Preview pane to navigate through the discussion
`database.
`
`
`If you have opened a document, you can navigate through the database
`by clicking the Previous Document, Next Document, or Return to View
`hotspots.
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 018
`
`
`
`To view the parent document while creating your response document,
`drag the heavy gray line (the Preview pane line) from the bottom of the
`document to open the Preview pane. Alternatively, click the Parent Pre-
`view button on the Action bar (see Figure 18.4).
`
`Figure 18.4. You can view the parent document while creating your
`response document.
`
`
`Use the Mark Private button on the Action bar if you don't want anyone to
`see this document except for you. You might use this if you are in the
`process of creating a document but are not ready to go public. Use this
`function in the way you would save your mail memo as a draft.
`
`You can see your private documents in your view of the database, but no
`one else can. Documents you mark as private appear with the word "Pri-
`vate" at the beginning of the Topic line.
`
`When you are ready to complete the document, open it, click the Edit Doc-
`ument button on the Action bar, finish editing, and click the Mark Public
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 019
`
`
`
`button on the Action bar. Save the document, and it appears in the views
`of all people who have reader access to the database.
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 020
`
`
`
`Creating Response Documents
`
`You can create a response document only in reply to a main document.
`You can create a response-to-response document in reply to a response
`document or a main document. The document to which you are replying
`is referred to as the parent document. To create either a response or re-
`sponse-to-response document, first identify the parent document by se-
`lecting it in the View pane or by opening it.
`
`Choosing the appropriate button on the Action bar, click the Response or
`Response to Response button to create a reply and complete the Docu-
`ment Title and Message Contents field. Save and close your reply. Your
`document appears in the View pane in its appropriate indentation.
`
`Tip
`
`You've Got a Reply! In the discussion database window, responses ap-
`pear directly below the parent message and often in a different color.
`
`
`Tip
`
`Choose Your Parents! It's important to choose the right parent document
`when creating response documents. Using the Preview pane helps you
`prevent mistakes. If you respond to the wrong parent, delete your docu-
`ment and start again.
`
`
`To track a specific discussion thread without editing the Interest Profile,
`select any document in that thread (main, response, or response-to-re-
`sponse) and choose Actions, Add Selected Topic to Interest Profile from
`the menu. When new documents are added to the thread, you will be
`notified.
`
`Meta Platforms, Inc.
`Exhibit 1020
`Page 021
`
`
`
`In this lesson, you learned how to read and add documents to a discus-
`sion database. You also learned how to edit the Interest Profile and how
`to receive email notification of changes to a discussion database. In the
`next lesson, you will learn how to set up for calendaring and scheduling.
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`Meta Platforms, Inc.
`Exhibit 1020
`Page 022
`
`