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!

1. BP104 Have it Your Way and Make it
Work For You!
Margo Ezekiel | Notes UX Team Lead, IBM
Ram Krishnamurthy | Notes STSM, IBM
Mat Newman | Director of Education, ISW
© 2013 IBM Corporation

2. 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!
2 © 2013 IBM Corporation

3. 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
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.
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
3 © 2013 IBM Corporation

4. Please note:
IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal
without notice at IBM’s 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.
4 © 2013 IBM Corporation

5. Agenda
 Customization – Ram Krishnamurthy
 New Client Features – Margo Ezekiel
 New Mail, Calendar, Contacts Features – Mat Newman
#Notes9
5 © 2013 IBM Corporation

6. Customization
6 © 2013 IBM Corporation

7. General Client: Social Theme
Demo
1. Drive optimal design and uniformity of user interface and interactions across the portfolio.
2. Leverage familiar and industry-standard patterns.
3. Align with a larger IBM unified look and feel effort.
4. Reduce training costs and speed product adoption for our customers.
5. 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
7 © 2013 IBM Corporation

8. Notes 9: Social Theme
8 © 2013 IBM Corporation

9. General Client: Social Theme - Policy
✔ Standard
✔ Client
Server
Mail template
9 © 2013 IBM Corporation

10. General Client: Social Theme - Preference Setting
✔ Standard
✔ Client
Server
Mail template
10 © 2013 IBM Corporation

11. General Client: Customizing Theme
✔ Standard
✔ Client
Server
Mail template
11 © 2013 IBM Corporation

12. General Client: Branding and Theming
SPLASH SCREEN
 SESplashPath=/opt/ibm/lotus/notes/framework/shared/eclipse/plugins/com.ibm.n
otes.socialedition.branding_<build #>/splash.bmp
 HasNotesOverlay=1
✔ Standard
✔ Client
Server
Mail template
12 © 2013 IBM Corporation

13. General Client: Masthead
1. Problem:
● Users had a hard time finding 'Mail' 'Calendar' among the tabs
● The important tabs often fell off the end
2.
3. Solution:
4.
5. Turning the icons on/off: Did You Know?
6.
─
✔ Standard
✔ Client
Server
Mail template
13 © 2013 IBM Corporation

14. General Client: Masthead
● To customize with your own icons:
1. Open MANIFEST.MF file of the plugin 3. Create a new 'com.ibm.rcp.ui.shortcutButtonSet'
extension in Extensions tab and fill
2. Add dependence to com.ibm.rcp.ui plugin in
Dependencies tab 2.
✔ Standard
✔ Client
Server
Mail template
14 © 2013 IBM Corporation

15. General Client: Toolbar
● New command to hide the toolbar except when  New policy to control this
editing
●
✔ Standard
✔ Client
Server
Mail template
15 © 2013 IBM Corporation

16. General Client: QuickFind
Demo
GOALS FEATURES
1. Combine Starts with and Find so users 1. Typeahead lets you find people by their first,
discover and can easily use both. last, or even internet names.
2. Build more smarts into QuickFind so user has 2. Typeahead for subject lets you find related
to do less work. emails.
3. 3. The sorting is done automatically for you.
─ 4.
5.
✔ Standard
✔ Client
Server
Mail template
16 © 2013 IBM Corporation

17. General Client: QuickFind
CUSTOMIZATION
 The 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”

✔ Standard
✔ Client
Server
✔ Template
17 © 2013 IBM Corporation

18. General Client: Simplified Dates
GOALS
1. Make it easier to find & triage mail.
2.
─
Standard
✔ Client
Server
✔ Mail template
18 © 2013 IBM Corporation

19. General Client: Simplified Dates
CUSTOMIZATION
 This is done through a new designer attribute
“Display abbreviated date”
 Available for all notes views (but not by default)
1.
─
Standard
✔ Client
Server
✔ Mail template
19 © 2013 IBM Corporation

20. Mail: Improvement To Mail Addressing
NEW DESKTOP POLICY for TYPEAHEAD NEW PREFERENCE
 A new policy setting to show typeahead  In locations document
server results first and then local 
TypeaheadShowServerFirst=1
1.  1.
2.  With this desktop setting the typeahead drop 1.
down will show server results first and then 1.
─
explicitly select “Search for Local”

1.
1.
1.
20 © 2013 IBM Corporation

21. Mail: Improvement To Mail Addressing
 Further improvements to ambiguous dialog

1.


2.

─



1.
1.
1.
21 © 2013 IBM Corporation

22. Mail: New Desktop Settings
 Users have complained that they delete  Users do not discover the 'Show >
folders inadvertently using the DEL key Preview on Side'
when they are in the navigator  New Notes INI to enable Preview on Side
 New Notes INI to disable DEL key in Mail by default
1.
Navigator PreviewPaneOnSide=1
●
DisableDelKeyForNavigator=1

─
22 © 2013 IBM Corporation

23. General Client
23 © 2013 IBM Corporation

24. General Client: Discover Page
Demo
GOALS
1. Update the Home Page and Getting Started to give more value to end users.
2. Easier access to our documentation resources, some of which are on the web.
3. 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)
4. Oriented toward tasks and problem solving.
─
✔ Standard
✔ Client
Server
✔ Mail template
24 © 2013 IBM Corporation

25. 25 © 2013 IBM Corporation

26. 26 © 2013 IBM Corporation

27. General Client: Discover Page
CUSTOMIZATION
1. Set the databases in Quick Links Custom Database section through Policy.
2. Set the default open tab through policy.
3. 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
Server
✔ Mail template
27 © 2013 IBM Corporation

28. General Client: Discover Page Customization
✔ Standard
✔ Client
Server
✔ Mail template
28 © 2013 IBM Corporation

29. General Client: Updates Page
✔Standard
✔Client
Server
Mail template
29 © 2013 IBM Corporation

30. General Client: Group by Date
GOALS
1. Make it easier to find & triage mail.
2.
3.
─
✔ Standard
✔ Client
Server
✔ Mail template
30 © 2013 IBM Corporation

31. General Client: Search Improvements
SEARCH MAIL & ARCHIVES SORTING RESULTS
  Moved sort control to main window (out of

More options)
 Changing the sort order launches a new
1.

search automatically

2.  Added a 'Did You Know' if users hover on the
1. Date field in the Results
─
1. 
1. 1.
1.
1.
✔ Standard
✔ Client
Server
Mail template
31 © 2013 IBM Corporation

32. General Client: Familiar Shortcuts
PREFERENCE for FAMILIAR SHORTCUTS
A new Basic Configuration preference to enable
familiar shortcuts:
 $ENABLE_ADDITIONAL_KEYSTROKES=1
1.
 Ctrl+R=Reply
2. 
Ctrl+1,2,3 for mail/calendar/contact tabs

─
When enabled, sidebar shortcuts become
Ctrl+8,9,0

8 .5.3 9.0

1.
1.
1.
✔ Standard
✔ Client
Server
Mail template
32 © 2013 IBM Corporation

33. General Client: Useful Shortcut Keys
Editing operations
Increase font size 
F2
Decrease font size 1. Shift + F2
1. 1.
Indent F8
2. Outdent 1. Shift + F8
─ Text Infobox Ctrl+K
Select All Ctrl+A
General
Stop current network communication Ctrl + Break
Quit [Alt + F4] or[Ctrl + Q]
Create new e-mail [Ctrl + M]
Send mail [Alt + 1]
Close Tab [Esc]
33 © 2013 IBM Corporation

34. General Client: Complete Shortcut Keys (1 of 2)
Back Alt+Left Enlarge Font F2 Lock Notes ID Ctrl+F5

Bold Ctrl+B Expand All + New Application Ctrl+N
1.
Break Ctrl+Break Expand Selected & =
Children Next Part F6
1. 1.
Close Esc Expand Selected Numpad_Add Next Perspective Ctrl+F8
2. 1.
Level
Collapse All
─ _ Next Selected F3
Find Ctrl+F
Collapse - Next Unread F4
Find Next Ctrl+G
Selected Level
Next View Ctrl+F7
Compose Mail Ctrl+M Focus Tool Bar Ctrl+Alt+T
Normal Ctrl+T
Context F1 Forward Alt+Right
Sensitive Help Open Application Ctrl+O
Home Alt+Home
Copy Ctrl+C
Open List Alt+B
Indent first F7
Cut Ctrl+X
Open URL Ctrl+L
Indent remaining F8
Cycle Next F11
Outdent First Shift+F7
Insert Insert
Delete Delete
Outdent Remaining Shift+F8
Italic Ctrl+I
Edit Document Ctrl+E
34 © 2013 IBM Corporation

35. General Client: Complete Shortcut Keys (2 of 2)
Paragraph Infobox Ctrl+J Right Sidebar - Closed Ctrl+0

Paste Ctrl+V Right Sidebar - Open Ctrl+9
1.
Previous Part
1. Shift+F6 Right Sidebar - Thin
1. Ctrl+8
2.
Previous Perspective Ctrl+Shift+F8 Ruler 1. Ctrl+R
─
Previous Selected Shift+F3 Save Ctrl+S
Previous Unread Shift+F4 Select All Ctrl+A
Previous View Ctrl+Shift+F7 Show Key Assistance Ctrl+Shift+L
Print Ctrl+P Show System Menu Alt +
Properties Alt+Enter Show Thumbnails Ctrl+Shift+T
Rebuild the index for a Shift+F9 Show View Menu Ctrl+F10
view
Text Infobox Ctrl+K
Rebulid the index for all Ctrl+Shift+F9
views Underline Ctrl+U
Reduce font Shift+F2
Undo Typing Ctrl+Z
Refresh F9
35 © 2013 IBM Corporation

36. ● Single-click to close
General Client: Miscellaneous Miniview
● Policy to control
closed by default
1.
2.
● Ctrl+Click to launch URL
in Edit Mode
─ ● When you hover on a URL
the cursor will be the
● Change
same as is shown in read
Password
mode.
now on File
menu
●
Standard
✔ Client
Server
Mail template
36 © 2013 IBM Corporation

37. General Client: Default Preference Settings
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
1. Automatically sort date column to display most recent at top
2.
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

Standard
✔ Client
Server
Mail template
37 © 2013 IBM Corporation

38. Mail
38 © 2013 IBM Corporation

39. Mail: Date Sort default
NEW POLICY
 New Desktop policy and preference for
mail to show most recent emails on top or
bottom
1.  Desktop setting is
2. AUTO_SORT_DATE=11 or 12
 11=new mail top
─
 12=new mail on bottom
 New 'Did You Know'

1.
1.
1.
✔ Standard
✔ Client
Server
✔ Mail template
39 © 2013 IBM Corporation

40. Mail: Date Sort default
1.
2.
─
40 © 2013 IBM Corporation

41. Mail: Beginning of Messages
Demo
GOALS
1. Make it easier to find & triage mail. 1.
2. 2.
─
✔ Standard
✔ Client
Server
✔ Mail template
41 © 2013 IBM Corporation

42. Mail: Add Sender to Contacts
1.
2.
─
Standard
✔ Client
Server
✔ Mail template
42 © 2013 IBM Corporation

43. Mail: Improved Protector Integration
1.
2.
─
Standard
✔ Client
Server
✔ Mail template
43 © 2013 IBM Corporation

44. Mail: Miscellaneous
 When you Reply/Reply All from the Sent View, it  Mark as Read/Unread on Action Bar
removes your name from the To field.
1.

 Admins can disable Return Receipt to reduce
flood 2.





1.


2.



 ─






 If ReturnReceiptDisabled_NeverSend=1 above
dialog will NOT come up and return receipt will 1.
NOT be sent.

2.
Standard
Client ─
1.
✔
Server
2. template
Mail
44 ─
© 2013 IBM Corporation

45. Calendar
45 © 2013 IBM Corporation

46. Calendar: Category Color Coding
1.
2.
─
Standard
✔ Client
Server
✔ Mail template
46 © 2013 IBM Corporation

47. Calendar: Weekly Planner
1.
2.
─
✔ Standard
✔ Client
Server
Mail template
47 © 2013 IBM Corporation

48. Calendar: Rolling Month
1.
2.
─
✔ Standard
✔ Client
Server
Mail template
48 © 2013 IBM Corporation

49. Calendar: Today is Easier to Find
1.
2.
─
49 © 2013 IBM Corporation

50. Calendar: Federated Notes Calendar Enhancements
Forward a federated Notes teamroom
  Cleanup bad federated calendars
calendar to others with a cleanup action
 Right click on federated teamroom
1. calendar and say Email To...
2.
─
50 © 2013 IBM Corporation

51. Contacts
51 © 2013 IBM Corporation

52. Contacts: Remove Duplicates
1.
2.
─
Standard
✔ Client
Server
✔ Mail template
52 © 2013 IBM Corporation

53. Contacts: Make Contacts Private (by default)
1.
2.
─
Standard
✔ Client
✔ Server
Mail template
53 © 2013 IBM Corporation

54. Contacts: Make Contacts Private (by default)
NEW POLICY
- There 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
1. form
2.  An agent which can be run to mark all current contacts to be private
1.
─
1.
1.
Standard
✔ Client
✔ Server
Mail template
54 © 2013 IBM Corporation

55. Social Theme: Use our tools
-
-
http://infolib.lotus.com/resources/oneui/3.0/docPublic/index.htm
1.
2.
─
Standard
✔ Client
✔ Server
Mail template
55 © 2013 IBM Corporation

56. Thank You!
Margo Ezekiel
UX Team Lead, IBM Notes, iNotes, IBM
mlezekie@us.ibm.com, @MEzekiel
Mat Newman
Director of Education, ISW
mat@matnewman.com; @matnewman
Ram Krishnamurthy
STSM, IBM Notes, IBM
ram_krishnamurthy@us.ibm.com
56 © 2013 IBM Corporation

57. 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 IBM’s
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 the use of, or otherwise related to, this publication or any other
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 IBM’s 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 by you will result in any specific sales, revenue growth or other results.
All references to [Renovations] refer to a fictitious company and are used for illustration purposes only.
57 © 2013 IBM Corporation