IBM Notes 9.0 Social Edition Help

WELCOME TO IBM NOTES SOCIAL EDITION

What's New in IBM Notes 9.0 Social Edition?
The following table lists features new to the IBM® Notes® 9.0 Social Edition codestream, and tells you how to get started using those features.

This Help topic introduces you to IBM Notes Social Edition 9.0. To find and contribute information and videos about using Notes, see the Notes and Domino® wiki at http://www..com/ldd/dominowiki.nsf.

Table 1. Mail features

Feature How do I use it?

See messages in your Inbox grouped by date From your Inbox, select Show -> Group By Date to see your Inbox grouped into messages from Today, Yesterday, Last week, etc.
Mail sorted by Date

Abbreviated dates The Mail views now show abbreviated, simplified dates according to the following changes:

If the date falls on the current day, then the date column will only show the time, for example: 4:50 PM
Yesterday's date will have "Yesterday" plus the time
If the date falls on a prior day within the past year, then the month and day will be shown with the time, for example: May 12 3:50 PM
If the date falls on a day in a previous year, then the traditional date/time is show, for example: 5/12/2011 3:15 PM
If, for some reason, there is a future date in the Mail view, due to OS settings, it will be displayed the same way as the "May 12 3:50 PM" example shown previously

Abbreviated dates can be over-ridden by the end user. For mail views, the "Use abbreviated dates" checkbox will be checked default; users can uncheck it to override this behavior. For other views, "Use abbreviated dates" will be unchecked by default.
Client preference - Abbreviated date checkbox

Note: For Administrators
For mail views, abbreviated dates is now the default. This is done through Domino Designer, to make it the default in the mail template, with a new choice for Abbreviated. Mail views here include all views in Mail including chat history, followup, etc. Folders will inherit this change if the update is done on folders. This would be available as a choice for all core Notes views having a date column, but will not be turned on by default.
Abbreviated date option on a column, in Domino Designer

Message snippets available in Inbox view Preview message text in your Inbox view. From the Inbox, select Show -> Beginning of Message to display message body text. Hover over messages in your Inbox to see the first 100 characters.

New action bar button for Read/Unread mail A new action bar button in the Inbox allows you to mark messages Read or Unread, instead of using the Edit -> Unread marks menu.
Inbox Read/Unread button

Image preview for attachments You will now see a thumbnail preview of attachment images when reading MIME email. You will also see this preview when creating image attachments in the rich text editor.

Note: The following features require the latest Notes 9.0 Social Edition mail template.

Table 2. Calendar features

Feature How do I use it?

Scroll through One Month view in Calendar Instead of viewing only one entire month at a time, now you can scroll through the One Month view of the calendar 1 week at a time. For example, instead of being able to view only all of December or all of January, you can view the last few weeks of December and the first few weeks of January.
Scroll One Month calendar view

Use the vertical scroll bar to navigate forward or backward.

Drag the scroll bar slider to navigate to a specific month (a tool tip will tell you which month you are scrolling to)
Click the up or down arrow of the scroll bar to navigate forward or backward by one week
Click within the scroll bar to navigate forward or backward by one month

Or use the following shortcuts:

Scroll backward one month - PgUp
Scroll forward one month - PgDn
Scroll backward one week - Ctrl+PgUp
Scroll forward one week - Ctrl+PgDn

New Weekly Planner view Notes 9.0 Social Edition includes a new Calendar view called Weekly Planner. The Weekly Planner shows the days of the week in a two-column format, which is similar to the Weekly view in the Notes Basic Client. You can scroll within a day to see more entries.
In the Weekly Planner, you can also click Show -> Show Available Times to see the times when no events are scheduled. If you select Show Available Times, it will show a day's available times like this:
Weekly planner with available times shown

Color-code calendar entries by category You can now color-code your calendar entries by category. Note that this feature will override any existing Calendar Entry Colors settings on the Calendar & To Do -> Colors preferences tab.
To set category colors for calendar entries, choose File -> Preferences -> Calendar & To Do -> Colors -> Category Colors, and set color codes for your calendar event categories:
Category Colors preferences tab

You can also assign colors for color-coded categories directly from the calendar entry form. From a new calendar entry, select the Assign Colors button.
Calendar entry Assign Colors button

Check Calendar dialog box remains in view The Check Calendar dialog can be moved and sized while you're interacting with Notes.

Calendar and Scheduling APIs for C SDK The Notes and Domino calendar and scheduling API enables application developers to create, modify, read, delete, or take calendar actions on calendar entries and meeting notices in a Domino mail file. The API encapsulates the complexities of Notes/Domino calendar data, including repeating meetings and notice creation, by utilizing the standardized iCalendar data format.
A preliminary version of the API for the C SDK is included in the current release. Future Java™ & Script APIs, as well as a REST calendar service may be built on top of this C functionality, but are not included in the current release. Specifics of the calendar functionality contained in the C SDK are documented in the calendarapi.h header file.
Please provide any feedback regarding the API such that we can determine if further modification is needed. At this point the new API is not yet officially supported and is subject to potential modification or omission in future releases.

Table 3. OpenSocial component features

Feature How do I use it?

Embedded experiences Embedded experiences allow you to access and work with embedded content from applications inside OpenSocial containers, like a gadget or a simple web page, directly in your Notes email. For example, if a colleague uses the IBM Connections Files application to notify you that they have posted an image file, you can preview the image, download the image directly, comment on it, or click Like to recommend it, all directly from the email notification.

Table 4. Embedded product features

Feature How do I use it?

Embedded Sametime® version 8.5.2 IFR1 installed with Notes The embedded version of Sametime installed with Notes has been upgraded to Sametime 8.5.2 IFR1. To better understand the differences in functionality, please see the complete list of Sametime 8.5.2 system requirements at: Using Sametime Standard 8.5.2 documentation

Table 5. Widgets and Live Text features

Feature How do I use it?

Call phone numbers and start chats through Live Text All users with Live Text enabled will see new Live Text actions upon upgrading to Notes 9.0 Social Edition, if they also use embedded Sametime. The new embedded Sametime version provides Live Text actions to call phone numbers and start chats with people's name that Live Text identifies. If users did not previously have Live Text actions (or widgets) wired to the "person" or "phone number" data type, the Sametime actions will cause Live Text to start underlining this content after upgrading.
If users already use Live Text or widgets for Person and/or Phone Number, there will be no difference in usage, only that additional actions are provided in the Live Text drop down.
This functionality is working as designed, but if this disrupts users, there are options to change this behavior:
Disable Live Text completely (Policy or user preference) - If users aren't leveraging Live Text or Widgets, this will prevent any extra annotations. To disable Live Text locally through preferences:
1. ClickFile -> Preferences
2. Click Live Text.

Note: If this option is not displayed, click Widgets instead. Click the checkbox Show Widgets Toolbar and the My Widgets panel, click OK, and then re-open preferences

3. Under Live Text, de-select the only checkbox
4. Click OK
Disable the specific Content types for Person/Phone Number - If users plan to leverage other capabilities, depending on Policy settings users can disable specific content types including Person and Phone Number. To disable Content Types:
1. ClickFile -> Preferences
2. Click Live Text
3. Go to the Live Text Content Types section and uncheck the Person or Phone Number options, as desired.

Table 6. Search features

Feature How do I use it?

Improved search experience with Quick Find Find information more easily in Mail, Calendar, teamrooms, or any other view in Notes. You can now select which column to search (which also sorts automatically by that column), and if you're searching for a name, type-ahead will help you quickly find that name.
Quick Find by Name

To use this feature, start typing in any view (or click Ctrl + F) and a dialog will appear, where you can choose which column to search and continue typing the information you'd like to find.
Quick Find by Date
You can choose to search in any column in that view, or choose Any column to search in all columns.
In views with no columns, such as the One Week or One month view in Calendar, you can choose to search just that view, or search in the entire application. For example, if you're looking at the monthly view of April, select This view to just search the month of April, or select All to search the entire Calendar.
Quick Find by View

Search results more easily sorted by selected view sort order The Show Results drop-down menu, which defines the view sort order for search results, has been placed more prominently in the View Search box. This allows you to change the sort order for search results without having to execute the search again each time.
Show Results in Search View UI

Note: An application must have a full-text index in order for the user to see the Show Results drop-down menu; otherwise you will see a Not Indexed notification link.

Search Mail and Archives at the same time Note: This feature is only available to Notes Standard client users.
Notes 9.0 Social Edition allows you to simultaneously search your mail file and any mail archive applications you may have created. This option is available in the Search toolbar:
Search Mail and Archives option
You can disable this option by selecting File -> Preferences -> Search -> Search List and unchecking "All Mail and Archives" from the search list:
All Mail and Archives search list option

Table 7. Other features

Feature How do I use it?

Discover page The Notes 9.0 Social Edition client introduces a new home page called the Discover page. With the Discover page, users can find targeted Notes client information more quickly and easily, including new features in the release, introductory material for new users, and helpful hints and tips. There is also a Quick Links tab that allows users to launch their workspace, Mail, Calendar, and other Notes applications they have recently used, in addition to providing links to other resources, such as the Notes and Domino wiki.
Note: A user who has customized their home page prior to the Notes 9.0 Social Edition release will still show their same homepage in the Notes client.

Support for IBM Social theme Support has been added for the IBM Social theme. This theme provides a new, cleaner, more modern look to the Notes client interface, and is being adopted across the IBM product line for UI consistency. The new look is implemented as an additional theme available to the end user; choose File -> Preferences -> Windows and Themes, and select IBM Social Theme. You still have the ability to select any of the other themes in the Notes client, in addition to this new theme.

Default preferences have changed Some default preferences have changed in the current release of Notes, as outlined in the following:

The new IBM Social theme is turned on by default.
If you use pop-ups for new mail notification, you’ll now see an unobtrusive slide-in alert on the screen.
Mail preview - slide-in alert
To change this default behavior, select File -> Preferences -> Mail -> Sending and Receiving to choose a different option.
Email message tabs are automatically closed after you have replied to, or forwarded, an email. To change this default behavior, select File -> Preferences -> Mail, and uncheck the "Automatically close original e-mail when replying/forwarding" option.
Your most recent email messages will now appear first in your Inbox. To change this new preference, select File -> Preferences -> Mail, and check the desired option.
Inbox view preference options

Note: This preference is available for the "All Documents" and "Inbox" views.
The default setting when deleting a calendar document from a Mail view is now "Remove without asking". To change this setting, select File -> Preferences -> Mail -> Basics, and change the option When I delete a calendar document from an Mail view or folder: to "Ask me if I want to remove or delete".
Notes now processes all meeting updates automatically, and keeps your meetings up-to-date. To change this setting, select File -> Preferences -> Calendar and To Do -> Display -> Notices, and uncheck the "Automatically process meeting updates and apply changes to meetings".
New meeting notices automatically appear in gray on your calendar, before you accept them. To change this setting, choose File -> Preferences -> Calendar and To Do -> Display -> Views, then uncheck the "Display new (unprocessed) notices" option.
Notes contacts are set up to synchronize with iNotes® and/or mobile devices during replication.

Open Mail, Calendar, and other views with one click There are new icons next to the Open button, which you can click to open Mail, Calendar, Contacts, Workspace, Discover page, or Updates views. These buttons are available no matter where you are in Notes.
One-click view buttons

Use the mini-view to see work at a glance The mini-view allows you to see notices, follow-up messages, or to-do items in the navigator of your Mail or Calendar view. The mini-view is collapsed by default; simply click the mini-view to open it.
Collapsed mini-view

New toolbar option A new toolbar menu now includes the option Show Toolbar Only When Editing.

New keyboard shortcuts Several new keyboard shortcuts and commands are available, that allow you to navigate Notes in a more familiar fashion:

Ctrl+1, 2, 3 - Open Mail, Calendar, or Contacts, respectively, from anywhere in Notes
Ctrl+R - Reply to mail or calendar entry
Ctrl+Shift+R - Reply to All on mail or calendar entry
Ctrl+V - Paste Special
Ctrl+Shift+V - Past as Plain Text

Note: For Macintosh users, Ctrl should be replaced by Cmd.

Feedback on Help or Product Usability?

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Feedback on Help or Usability?

Help on Help

All Help Contents

Feature	How do I use it?
See messages in your Inbox grouped by date	From your Inbox, select Show -> Group By Date to see your Inbox grouped into messages from Today, Yesterday, Last week, etc.
Abbreviated dates	The Mail views now show abbreviated, simplified dates according to the following changes: If the date falls on the current day, then the date column will only show the time, for example: 4:50 PM Yesterday's date will have "Yesterday" plus the time If the date falls on a prior day within the past year, then the month and day will be shown with the time, for example: May 12 3:50 PM If the date falls on a day in a previous year, then the traditional date/time is show, for example: 5/12/2011 3:15 PM If, for some reason, there is a future date in the Mail view, due to OS settings, it will be displayed the same way as the "May 12 3:50 PM" example shown previously Abbreviated dates can be over-ridden by the end user. For mail views, the "Use abbreviated dates" checkbox will be checked default; users can uncheck it to override this behavior. For other views, "Use abbreviated dates" will be unchecked by default. Note: For Administrators For mail views, abbreviated dates is now the default. This is done through Domino Designer, to make it the default in the mail template, with a new choice for Abbreviated. Mail views here include all views in Mail including chat history, followup, etc. Folders will inherit this change if the update is done on folders. This would be available as a choice for all core Notes views having a date column, but will not be turned on by default.
Message snippets available in Inbox view	Preview message text in your Inbox view. From the Inbox, select Show -> Beginning of Message to display message body text. Hover over messages in your Inbox to see the first 100 characters.
New action bar button for Read/Unread mail	A new action bar button in the Inbox allows you to mark messages Read or Unread, instead of using the Edit -> Unread marks menu.
Image preview for attachments	You will now see a thumbnail preview of attachment images when reading MIME email. You will also see this preview when creating image attachments in the rich text editor.

Feature	How do I use it?
Scroll through One Month view in Calendar	Instead of viewing only one entire month at a time, now you can scroll through the One Month view of the calendar 1 week at a time. For example, instead of being able to view only all of December or all of January, you can view the last few weeks of December and the first few weeks of January. Use the vertical scroll bar to navigate forward or backward. Drag the scroll bar slider to navigate to a specific month (a tool tip will tell you which month you are scrolling to) Click the up or down arrow of the scroll bar to navigate forward or backward by one week Click within the scroll bar to navigate forward or backward by one month Or use the following shortcuts: Scroll backward one month - PgUp Scroll forward one month - PgDn Scroll backward one week - Ctrl+PgUp Scroll forward one week - Ctrl+PgDn
New Weekly Planner view	Notes 9.0 Social Edition includes a new Calendar view called Weekly Planner. The Weekly Planner shows the days of the week in a two-column format, which is similar to the Weekly view in the Notes Basic Client. You can scroll within a day to see more entries. In the Weekly Planner, you can also click Show -> Show Available Times to see the times when no events are scheduled. If you select Show Available Times, it will show a day's available times like this:
Color-code calendar entries by category	You can now color-code your calendar entries by category. Note that this feature will override any existing Calendar Entry Colors settings on the Calendar & To Do -> Colors preferences tab. To set category colors for calendar entries, choose File -> Preferences -> Calendar & To Do -> Colors -> Category Colors, and set color codes for your calendar event categories: You can also assign colors for color-coded categories directly from the calendar entry form. From a new calendar entry, select the Assign Colors button.
Check Calendar dialog box remains in view	The Check Calendar dialog can be moved and sized while you're interacting with Notes.
Calendar and Scheduling APIs for C SDK	The Notes and Domino calendar and scheduling API enables application developers to create, modify, read, delete, or take calendar actions on calendar entries and meeting notices in a Domino mail file. The API encapsulates the complexities of Notes/Domino calendar data, including repeating meetings and notice creation, by utilizing the standardized iCalendar data format. A preliminary version of the API for the C SDK is included in the current release. Future Java™ & Script APIs, as well as a REST calendar service may be built on top of this C functionality, but are not included in the current release. Specifics of the calendar functionality contained in the C SDK are documented in the calendarapi.h header file. Please provide any feedback regarding the API such that we can determine if further modification is needed. At this point the new API is not yet officially supported and is subject to potential modification or omission in future releases.

Feature	How do I use it?
Embedded Sametime® version 8.5.2 IFR1 installed with Notes	The embedded version of Sametime installed with Notes has been upgraded to Sametime 8.5.2 IFR1. To better understand the differences in functionality, please see the complete list of Sametime 8.5.2 system requirements at: Using Sametime Standard 8.5.2 documentation

Feature	How do I use it?
Improved search experience with Quick Find	Find information more easily in Mail, Calendar, teamrooms, or any other view in Notes. You can now select which column to search (which also sorts automatically by that column), and if you're searching for a name, type-ahead will help you quickly find that name. To use this feature, start typing in any view (or click Ctrl + F) and a dialog will appear, where you can choose which column to search and continue typing the information you'd like to find. You can choose to search in any column in that view, or choose Any column to search in all columns. In views with no columns, such as the One Week or One month view in Calendar, you can choose to search just that view, or search in the entire application. For example, if you're looking at the monthly view of April, select This view to just search the month of April, or select All to search the entire Calendar.
Search results more easily sorted by selected view sort order	The Show Results drop-down menu, which defines the view sort order for search results, has been placed more prominently in the View Search box. This allows you to change the sort order for search results without having to execute the search again each time. Note: An application must have a full-text index in order for the user to see the Show Results drop-down menu; otherwise you will see a Not Indexed notification link.
Search Mail and Archives at the same time	Note: This feature is only available to Notes Standard client users. Notes 9.0 Social Edition allows you to simultaneously search your mail file and any mail archive applications you may have created. This option is available in the Search toolbar: You can disable this option by selecting File -> Preferences -> Search -> Search List and unchecking "All Mail and Archives" from the search list:

Feature	How do I use it?
Discover page	The Notes 9.0 Social Edition client introduces a new home page called the Discover page. With the Discover page, users can find targeted Notes client information more quickly and easily, including new features in the release, introductory material for new users, and helpful hints and tips. There is also a Quick Links tab that allows users to launch their workspace, Mail, Calendar, and other Notes applications they have recently used, in addition to providing links to other resources, such as the Notes and Domino wiki. Note: A user who has customized their home page prior to the Notes 9.0 Social Edition release will still show their same homepage in the Notes client.
Support for IBM Social theme	Support has been added for the IBM Social theme. This theme provides a new, cleaner, more modern look to the Notes client interface, and is being adopted across the IBM product line for UI consistency. The new look is implemented as an additional theme available to the end user; choose File -> Preferences -> Windows and Themes, and select IBM Social Theme. You still have the ability to select any of the other themes in the Notes client, in addition to this new theme.
Default preferences have changed	Some default preferences have changed in the current release of Notes, as outlined in the following: The new IBM Social theme is turned on by default. If you use pop-ups for new mail notification, you’ll now see an unobtrusive slide-in alert on the screen. To change this default behavior, select File -> Preferences -> Mail -> Sending and Receiving to choose a different option. Email message tabs are automatically closed after you have replied to, or forwarded, an email. To change this default behavior, select File -> Preferences -> Mail, and uncheck the "Automatically close original e-mail when replying/forwarding" option. Your most recent email messages will now appear first in your Inbox. To change this new preference, select File -> Preferences -> Mail, and check the desired option. Note: This preference is available for the "All Documents" and "Inbox" views. The default setting when deleting a calendar document from a Mail view is now "Remove without asking". To change this setting, select File -> Preferences -> Mail -> Basics, and change the option When I delete a calendar document from an Mail view or folder: to "Ask me if I want to remove or delete". Notes now processes all meeting updates automatically, and keeps your meetings up-to-date. To change this setting, select File -> Preferences -> Calendar and To Do -> Display -> Notices, and uncheck the "Automatically process meeting updates and apply changes to meetings". New meeting notices automatically appear in gray on your calendar, before you accept them. To change this setting, choose File -> Preferences -> Calendar and To Do -> Display -> Views, then uncheck the "Display new (unprocessed) notices" option. Notes contacts are set up to synchronize with iNotes® and/or mobile devices during replication.
Open Mail, Calendar, and other views with one click	There are new icons next to the Open button, which you can click to open Mail, Calendar, Contacts, Workspace, Discover page, or Updates views. These buttons are available no matter where you are in Notes.
Use the mini-view to see work at a glance	The mini-view allows you to see notices, follow-up messages, or to-do items in the navigator of your Mail or Calendar view. The mini-view is collapsed by default; simply click the mini-view to open it.
New toolbar option	A new toolbar menu now includes the option Show Toolbar Only When Editing.
New keyboard shortcuts	Several new keyboard shortcuts and commands are available, that allow you to navigate Notes in a more familiar fashion: Ctrl+1, 2, 3 - Open Mail, Calendar, or Contacts, respectively, from anywhere in Notes Ctrl+R - Reply to mail or calendar entry Ctrl+Shift+R - Reply to All on mail or calendar entry Ctrl+V - Paste Special Ctrl+Shift+V - Past as Plain Text Note: For Macintosh users, Ctrl should be replaced by Cmd.