360 Systems

Lotus Domino Designer 8: Special Notes Features (2 days)

Scheduled Courses

Date Duration Location Cost
09/04/2012Ellesmere Port £800Enquire

If there are no scheduled courses at a time that suits your needs please do get in touch or make an enquiry stating a date & time that best suits you and we will look to accomodate.

Description

Developers often overlook the many special features integrated into Notes either because they are not aware of them or assume wrongly that they can only be used in the standard applications, such as Mail. In fact these special features can be added to all applications, and often require only an additional amount of work to support. This course shows how users configure and use a particular feature and then describe in detail what the developer must do to support the feature.

Course goals

This course will teach you how to:
    • Display unread marks in Folders and Views, display the total number of unread documents in Bookmarks and in Outline Entries for Folders, and filter Folders and Views to display only unread documents.
    • Describe how replication works down to the Field-level, and to employ the various design techniques that can be used to prevent replication conflicts.
    • Expand the utility of private documents to include extended document authorship and limited readership and to ensure that even private documents replicate to all servers.
    • Provide users with the ability to undelete deleted documents by adding soft deletion support.
    • Categorize documents at the View or document level using a special dialog box.
    • Develop alternate Forms for display, printing, and workflow applications.
    • Mail-enable applications to allow asynchronous inter-database messaging.
    • Enable users to discover which Folders a document has been filed in.
    • Add calendar and scheduling capabilities that tie into the domain-wide user busytime system.
    • Integrate Sametime presence awareness, instant messaging, and instant contacts.
    • Create an appropriate full text index and save advanced searches that users can run.
    • Let users use Quicksearch feature to quickly find matching documents in Views and allow users to customize shared Views and Folders to suit their needs.
    • Create a custom subscription Form that allows users to monitor your custom applications for new documents that meet their search criteria.
    • Describe how to provide a better user interface to database archiving and selective replication.
    • Describe how to provide a better user interface to posting meta information about a document to the Domain Catalog.

Audience

This course is designed for Notes programmers well versed in using Domino Designer 8. It assumes that you have:
    • extensive experience using Notes 8
    • thorough knowledge of the Domino Designer 8 development environment, including Form and View design
    • mastered the Topics covered in Domino Designer 8: Basic Notes Application.

This course is part of a series of Domino Designer 8 training courses. Follow these paths to master all aspects of developing applications using Domino Designer:



Domino Designer 8: Basic Notes Applications provides the base knowledge for this additional training:

      Client Track

        • Configure Domino to use DB2 as a database engine and build applications that access relational data, DB2 for Domino 8 Administrators and Developers.
        • Specialize in programming Notes applications to respond to built-in user interface features, Domino Designer 8: Special Notes Features.
        • Convert an application written for Notes clients to be used in browsers, Domino Designer 8: Basic Browser Applications.
        • Provide data to cutting-edge Web applications, Domino Designer 8: Web Agents and Web Services.

      Language Track. These languages apply to both Notes and browser clients:

        • Learn sophisticated application techniques that fully exploit the formula language in Domino Designer 8: Formula Language.
        • Develop sophisticated applications and Agents with LotusScript in Domino Designer 8: LotusScript.
        • Add powerful client-side scripting to browser applications in Domino Designer 8: JavaScript.

Duration

This course is sold as a 2-day course.


Course design

This is a lecture/lab course that follows a task-oriented approach. During the many course exercises you will create a working application from the ground up. As you learn about various aspects of Domino Designer, you will immediately apply the concepts and techniques as you work on your application.


Outline

      Topic 1: Unread Marks

          Display the number of unread documents
          Display unread count in Outline and unread marks in Views
          Mark all read/unread warning
          Scan for unread documents
          Designing for unread marks
          View unread filter
          Exercise: Create Shortcut to Notes Basic configuration
          Exercise: Display unread marks

      Topic 2: Conflict Documents

          Replication defined
          Why replicate databases
          Database Replica ID and Document UNID
          Server-to-server replication
          Item modification record
          Single source item update
          Deleted documents
          Document replication conflicts
          Save conflicts are already prevented
          Preventing replication conflicts
          Strategy 1: Proper ACL settings
          Strategy 2: Document locking
          Enable document locking in the database
          Document locks and mobile users
          Strategy 3: Document versioning
          Strategy 4: Automatically merge replication conflicts
          Strategy 5: Hide conflict documents
          Strategy 6: Programmatically resolve conflict documents
          Strategy 7: Manually reconcile conflict documents
          Exercise: Replication conflicts and document locking

      Topic 3: Private Documents

          Mark Private Action button
          Mark Public Action button
          Recover a private document
          Expand the idea of Private documents
          Replicate Private documents
          Exercise: User control over readership
          Pseudo document security

      Topic 4: Soft Document Deletions

          Designing for soft deletions
          Step 1: Set Database soft deletions property
          Step 2: Create Soft Deletions View
          Step 3: Create Outline Entry for Soft Deletions View
          Step 4: Create the Restore and Purge Agents
          Step 5: Create the Actions in the Soft Deletions View
          Exercise: Soft Deletion support
          Force a hard delete
          Soft deletions and security
          Instantly move to trash on Delete
          Programmatically prevent orphan documents

      Topic 5: Categories Field

          Requirements
          Handling (Not Categorized) documents
          Exercise: All Products by\Department View

      Topic 6: Alternate Forms

          Review: Form versus document
          Forms for different purposes
          User can manually change Forms
          Potential user confusion
          Programmatically select alternate Forms
          Order of precedence
          Examples of programmatic control over Forms
          Preventing user mis-saves
          Exercise: Alternate Form for printing report from View
          Exercise: Alternate Form for printing Document
          FORMS.NTF

      Topic 7: Mail-Enabled Applications

          Advantages of mail-enabled applications
          Mail mechanisms
          SendTo value
          Mail triggers
          @MailSend with parameters
          Exercise: @MailSend with parameters
          @MailSend without parameters
          Exercise: @MailSend without parameters
          Send the form with the message
          Strategy 1: Copy the Form to the user Mail
          Strategy 2: Store form in document Form property
          Strategy 3: Store Form only in copy of document that is mailed
          General interaction with user Mail
          Mail-in databases

      Topic 8: Discover Folders

          Find where messages are filed
          Requirements
          Exercise: Add Discover Folders feature

      Topic 9: Calendars and Scheduling

          Open any users Calendar
          Open ($Calendar) View in current database
          Mail custom Appointment documents to users
          Exercise: Analyze how to send a reminder to a user
          Simpler approach to adding Appointments
          More information about Appointment forms
          Embedded Scheduler architecture
          Using an Embedded Scheduler
          Add Embedded Scheduler and set properties
          Required Fields and Field association
          Exercise: Embedded Scheduler

      Topic 10: Integrated Sametime

          Sametime product family
          Prerequisites
          Online awareness in a Form
          Online awareness in Views
          Embed an Instant Messaging Contact List
          Formula language functions
          Exercise: Enable Sametime
          Programmatically send Sametime messages

      Topic 11: Full Text Search

          Built-in full text search bar
          Create the full text index
          Full text index options
          Full text search index properties
          Exercise: Create full text index
          Limitations of full text search
          Exercise: Search for information
          Search results
          Valid search operators
          Web-style search
          Improve your results
          More search options
          Save searches
          Prevent simple search if no full text index
          Programming full text search
          Enable multi-database search
          Searching multi-database indexes
          Server configuration for Domain Search

      Topic 12: View/Folder Tools

          Built-in View/Folders tools
          Starts with
          Exercise: Test Starts with
          Private Views/Folders
          User-customizable Views/Folders
          Pick Inbox Style

      Topic 13: Subscriptions

          Laborious ways to find new documents
          Subscribe to databases
          User: Configure Notes to monitor headlines
          User: Subscribe to a database
          User: Subscription results
          Admin: Subscriptions and Domino security
          Admin: Subscriptions and database security
          Admin: Database property to allow headline monitoring
          Developer: Customize Subscription Form
          Developer: Customize default View
          Exercise: Configure and test subscriptions
          Subscription Options View
          User: Three methods to display results
          Discussion Interest Profiles
          Interest Profiles and subscriptions

      Topic 14: Archiving and Selective Replication

          Archiving
          Selective Replication
          Drag and drop selective replication

      Topic 15: Domain Content Map

          Knowledge taxonomy
          Automatic categorization
          Document properties Meta tab
          Create the taxonomy
          Import a taxonomy
          Verify your Catalog/Domain Search server
          Use the Meta tab
          Exercise: Meta tab information
          Problems with the current (lack of) design
          Start of an improved design
          Challenges to categorized information

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