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ISBG / NCUG Why Didn't Anyone Tell Me Notes Could Do That

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Business slides aimed at customers who need to get permission to change onboarding processes or client builds and need to think about how to express the purpose.

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ISBG / NCUG Why Didn't Anyone Tell Me Notes Could Do That

  1. 1. "WHY DIDN'T ANYONE TELL ME NOTES COULD DO THAT!“ IBM NOTES CLIENT SUGGESTED CONFIGURATION ENHANCEMENTS TO A DEFAULT CUSTOMER BUILD/INSTALL Keith Brooks CEO, B2BWhisperer @lotusevangelist keith@b2bwhisperer.com Blog: Http://blog.vanessabrooks.comJune 11, 2019
  2. 2. Keith Brooks @lotusevangelist keith@b2bwhisperer.com KEITH BROOKS  Ex Lotus EMEA  IBM Champion for 7 years  IBM RedbooksThought Leader  Lazy Administrator that has presented at Social Connections, Lotusphere,Think, Connect, Connected, Engage, SUTOL,TheView Admin and now ISBG 2
  3. 3. Keith Brooks @lotusevangelist keith@b2bwhisperer.com PURPOSE Provide an end user experience that: Lowers Help Desk tickets related to some common issues Increases productivity by enabling default functionality Reduces their frustrations with IT, Notes, their PCs Costs zero to implement because it is all built in to the product or available tools June 11, 2019 3
  4. 4. Keith Brooks @lotusevangelist keith@b2bwhisperer.com 5 AREAS OF RECOMMENDED ENHANCEMENTS The Notes Client Location Document The Notes Client Preferences, set via IBM Domino Policy Settings The Notes Client Preferences, ChangesVia Client Side Settings The Notes Client ReplicatorTab The Notes Client User Interface Enhancements June 11, 2019 4
  5. 5. Keith Brooks @lotusevangelist keith@b2bwhisperer.com THE NOTES CLIENT LOCATION DOCUMENT June 11, 2019 5
  6. 6. Keith Brooks @lotusevangelist keith@b2bwhisperer.com DOMINO DIRECTORY SERVER FIELD – NEW AND OLD  Home/Mail Server field ONLY handles mail routing  Domino Directory Server field interacts with Sametime lookups, F9 lookups, type- ahead, address picker.  Benefits include less lookup issues, less Sametime contacts issues and faster lookups  Set via the Policy Document “Setup” Basics tab Source: https://www.ibm.com/support/knowledgecenter/en/SSKTMJ_9.0.1/admin/conf_settingupnotesclientstouseadirectoryserver_t.html * Admins or Developers may choose to set the Directory server to their preferred server June 11, 2019 6 Currently may be blank May not have a defined server, which is okay Should match their Home Server *
  7. 7. Keith Brooks @lotusevangelist keith@b2bwhisperer.com LOCATION DOCUMENT CHANGES - EXISTING USERS Proxy Entry  Remove Proxy Entries if you no longer need them, it just causes delays and problems with emails using graphics or web links Domain  Verify it is CUSTOMERNAME (some are just partial names) Replication  Disable High Replication and set any items to regular  Do not prompt to replicate at Start  Replicate when Notes ends if anything is waiting to be sent June 11, 2019 7
  8. 8. Keith Brooks @lotusevangelist keith@b2bwhisperer.com IBM NOTES CLIENT PREFERENCES SETVIA IBM DOMINO POLICY SETTINGS June 11, 2019 8
  9. 9. Keith Brooks @lotusevangelist keith@b2bwhisperer.com SETTHEWEB BROWSER OPTION  There is probably no reason for anyone to use the Notes browser unless your developers require it  It is not up to date and leads to all kinds of issues in the user’s mail  Policy found under “Desktop” Basics tab under Browser Options section and set to “Set Value and prevent changes” 9 Enforce Always June 11, 2019
  10. 10. Keith Brooks @lotusevangelist keith@b2bwhisperer.com CREATING A NOTES.INI SETTING USING DOMINO DESIGNER  You can use IBM® Lotus® Domino® Designer to add a new field to the desktop policy settings document to assign a NOTES.INI value.The new field must be named $PrefVariableName, whereVariableName is the name of the NOTES.INI variable you want to set. In the new field on the desktop policy settings document, enter the value you want assigned to that NOTES.INI variable.That is the value that is set in the NOTES.INI for the assigned Notes users.  Note:You can use the procedure described here to assign NOTES.INI settings to Notes client users and groups or you can use the desktop policy settings document - Custom Settings - Notes.ini tab.  For example, assume that you want to use a policy settings document to add a font size setting of 5 to your NOTES.INI file.To change the font setting, do the following:  1. From the Domino Designer, open the desktop policy settings document form.  2. Create a new field named $PrefDisplay_font_adjustment.  3. Assign a value of 5 to the field $PrefDisplay_font_adjustment.  4. Save and exit.  These new values are set on the assigned users clients the next time they authenticate with their home server.  Note: Some settings require the Notes client be restarted for the settings to work. June 11, 2019 10
  11. 11. Keith Brooks @lotusevangelist keith@b2bwhisperer.com CREATING A LOCATION DOCUMENT SETTING USING DOMINO DESIGNER  Note:You can use the procedure described here to assign Location settings to Notes client users and groups or you can use the desktop policy settings document - Custom Settings - Locations tab.  To set a Location document setting using a policy document, add a new field to the desktop policy settings document.The new field must be named LocAllVariableName, whereVariableName is the name of the fields you are setting in the Location documents. In the new field on the policy settings document, enter the value you want assigned to that Location document field. That is the value that is then assigned to all of the users' Location documents.  These new values are set on the assigned users' clients the next time they authenticate with their home server.  Note Some settings require the Notes client be restarted for the settings to work. June 11, 2019 11
  12. 12. Keith Brooks @lotusevangelist keith@b2bwhisperer.com IBM NOTES CLIENT PREFERENCES CHANGESVIA CLIENT SIDE SETTINGS June 11, 2019 12
  13. 13. Keith Brooks @lotusevangelist keith@b2bwhisperer.com SAMETIME AUTO-STATUS CHANGE 1 The Calendar Service option must be checked for Change 2 to work The check mark ensures the user no longer needs to set their ST status manually ever again No Policy settings exist for this setting June 11, 2019 13
  14. 14. Keith Brooks @lotusevangelist keith@b2bwhisperer.com SAMETIME AUTO-STATUS CHANGE 2  Check mark the “Meetings scheduled in my calendar” option  Really all 4 should be checked  The lower options will appear and should match as on screen  The user can always modify this, but most never find it!  No Policy settings exist for this setting June 11, 2019 14
  15. 15. Keith Brooks @lotusevangelist keith@b2bwhisperer.com THE NOTES CLIENT REPLICATORTAB June 11, 2019 15
  16. 16. Keith Brooks @lotusevangelist keith@b2bwhisperer.com REPLICATIONTAB - LOCAL FREETIME INFO FreeTime Info is very important especially when users run their mail locally Ensure they have 6 months of local free time and check once an hour to ensure no conflicts arise over time Usually created when running mail file locally, but can be done manually as well June 11, 2019 16
  17. 17. Keith Brooks @lotusevangelist keith@b2bwhisperer.com REPLICATIONTAB – DISABLE HIGH PRIORITY Anyone that is replicating does it quite frequently and does not need a high priority replication It causes server performance degradation Servers should be configured to not let people on so often anyway, but just in case, turning this off helps your servers performance June 11, 2019 17
  18. 18. Keith Brooks @lotusevangelist keith@b2bwhisperer.com REPLICATIONTAB – APPLICATIONTEMPLATES Local replicated mail files (and other apps) need their templates Replicating them locally will help solve template/index and corruption issues especially when the user is not connected to the network and you need to do a Replace Design June 11, 2019 18
  19. 19. Keith Brooks @lotusevangelist keith@b2bwhisperer.com THE IBM NOTES CLIENT USER INTERFACE ENHANCEMENTS June 11, 2019 19
  20. 20. Keith Brooks @lotusevangelist keith@b2bwhisperer.com DOCKTHE OPEN LIST Right Click on the Open and select Dock the Open List This provides easier Bookmark access Also configurable from the main Menu under View – Dock the Open List June 11, 2019 20
  21. 21. Keith Brooks @lotusevangelist keith@b2bwhisperer.com FILE-PREFERENCES SETTINGS – BASIC NOTES CLIENT CONFIGURATION  Uncheck Subscriptions (Needlessly delays opening of client) Following Items should be checked First screen of items should look like this:  1st item is optional to user  Last item is for integration w/Office Also Near End of the List Provides better UX making it easier to select itemsJune 11, 2019 21
  22. 22. Keith Brooks @lotusevangelist keith@b2bwhisperer.com FILE-PREFERENCES SETTINGS – CONTACTS These 3 items at a minimum should be enabled It is the best way to ensure users retain their contacts and reduces tickets about Contacts June 11, 2019 22
  23. 23. Keith Brooks @lotusevangelist keith@b2bwhisperer.com REVIEW The Notes Client Location Document The Notes Client Preferences, set via IBM Domino Policy Settings The Notes Client Preferences, ChangesVia Client Side Settings The Notes Client ReplicatorTab The Notes Client User Interface Enhancements June 11, 2019 23
  24. 24. Keith Brooks @lotusevangelist keith@b2bwhisperer.com THANKYOU The employees and partners of your Company or Customer appreciate you making their day to day tasks easier and more efficient June 11, 2019 24 Keith Brooks CEO, B2B Whisperer @lotusevangelist keith@b2bwhisperer.com Blog: Http://blog.vanessabrooks.com

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