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Given by Yuping Zhu, Geoffrey C. Fox at ITEA HPCC Conference Aberdeem Md. on July 13 98. Foils prepared July 9 1998
Outside Index
Summary of Material
| Lotus Notes is a Powerful Asynchronous Collaboration System |
| with a nice web interface |
| We describe its capabilities from the point of view of both user and developer |
| We show to develop different views of a database and forms to display output |
| Services such as the calendar are illustrated |
| We describe a modest Internal NPAC Server |
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Lotus Notes And Domino Server
Abstract
A groupware Model
Communication (I)
Communication (II)
Collaboration (I)
Collaboration (II)
Coordination
Domino Server
Domino Services For Web Applications
Domino Web Server
Domino Messaging Server
Domino News Server
Domino Advanced Services
Supported Internet Protocol
Domino Mail Server
Notes Workspace
PPT Slide
Logging On To Notes
When is Password Needed?
Workspace pages
Operations On Workspace
Database Page
Database Page Overview From Notes User View
Creating a Database
How to Create Database
Using a Template (I)
Using a Template (II)
Using a Template (III)
PPT Slide
Copying a Database (I)
Copying a Database (II)
Copying a Database (III)
Copying an Individual Design Element
Starting From Scratch (I)
Starting From Scratch (II)
PPT Slide
Customizing Notes Designer Template
Forms
The Main Topic Form From Notes User View
The Parts of Form (I)
The Parts of Form (II)
The Parts of Form (III)
Creating Form (I)
Creating Form (II)
PPT Slide
Deleting a Form
Enhancing a Form
Subform
Creating a Subform
Displaying a Subform (I)
Displaying a Subform (II)
PPT Slide
Deleting a Subform From a Database
Types of Forms
Specify a Default Form for a Database
PPT Slide
Design a Response Form
PPT Slide
Includes a Link to a Parent Document
Design a Form Linking to a View
Design a Form Linking to a Database
Testing a Form
PPT Slide
A Form With A Few Fields From Web User View
Fields
Data Types of Field (I)
Data Types of Field (II)
Creating a Field
PPT Slide
Hiding a Field
PPT Slide
Hiding Options of a Field
Views
Using Views
Example with a few Views From Web User View
View Database By Topic From Web User View
View Database By Date From Web User View
Creating a View (I)
Creating a View (II)
Creating a View (III)
PPT Slide
Calendar and Schedule
Setting Up a Calendar Profile
Creating An Appointment
Calendar Views
Converting a View to a Calendar View
A Calendar View From Notes User View
Calendar View Of Two Weeks From Web User View
Calendar View of One Month From Web User View
An Event Entry From Web User View
Navigators
PPT Slide
Navigator Actions
Creating a Navigator (I)
Creating a Navigator (II)
PPT Slide
Attach an Action to a Navigator
Attach a Formula or Script to a Navigator
Import a Graphic to a Navigator
Add Hotspots to a Navigator
Testing a Navigator
PPT Slide
About Web Database
Migrating Notes Databases to The Web
Creating a Home Page
PPT Slide
Creating A Simple Discussion Forum (I)
Creating A Simple Discussion Forum (II)
A Simple Discussion Forum From Web User View
PPT Slide
PPT Slide
PPT Slide
Notes Applications Overview
Outside Index
Summary of Material
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| NPAC CPS 616 Web Technologies |
| April 1998 |
| Geoffrey C. Fox |
| Yuping Zhu |
| Northeast Parallel Architecture Center |
| Syracuse University |
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| What is Lotus Notes |
| Lotus Notes combines many technologies, it's not a single product. It integrates several capabilities to form a multi_function software. For example, Lotus Notes is a database, word processor, e-mail, news group and web server. It's one of the best solutions as a groupware infrastructure. |
| Model |
| Lotus Notes uses the Client/Server model of computing and it can be split into two pieces: The client, which is called Notes, and the server, which is called Domino. |
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| As a groupware infrastructure, Lotus Notes model defines three areas of technology: |
| Communication |
| It encompasses electronic mail (or e-mail) |
| Collaboration |
| It enables groups to share information in a public forum or workspace |
| Coordination |
| It involves the automation of business processes. (or workflow automation) |
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| Electronic Mail and Messaging |
| Electronic mail is implemented by a network of computers. When the originator of a message sends it, the first computer to receive it stores it, and then checks to see if the recipient is local to that machine, If not, the message is sent on in a chain-like fashion from computer to computer until the message arrives at the recipient's machine. This technology is sometimes called store and forward. When security issues are involved, one can encrypt the message. |
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| Lotus Mail Service |
| Lotus provides Mail Server in Domino Server and Mail client in Lotus Notes. |
| Domino Server may have access to the Internet, that means you can use Lotus mail to send/receive mail to/from people using other mail service. |
| With Lotus Notes, you cerate a mail memo, then click Send button to send it. The Domino Server stores all mailboxes of the users on that Domino Server. |
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| Shared Information |
| Collaboration relies on a public, shared workspace where information can be created and used by all of the members of a particular group. One of the most popular collaborative types is electronic discussion database, which is also called electronic forum. E-forums enable people to participate in an electronic discussion from different location as well as at different times. When you post a message to an e-forum, it is available for all the other participants to see. If someone answers your message, it's like a phone caller on a radio talk show, and his or her response is heard by all participants. |
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| Collaboration can be divided into synchronous collaboration and asynchronous collaboration. |
| Synchronous Collaboration |
| In this model, participants always present at the same time. When you send out information, you can receive very quick feedback from others. For example, NPAC's Tango provide such service. |
| Asynchronous Collaboration |
| In this model, participants don't need present at the same time. When you send out information, you may not get immediate feedback, it could be delayed a few hours or a few days. Lotus provides such service. |
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| Workflow Automation |
| In many cases, a job or task frequently is part of a large job. Workflow automation is the automating of the flow of work from one person or job function to the next, and the information is electronically passed between persons. |
| Management Report |
| As a very nice by-product of the workflow automation, one also can get information such as: how many items have been processed, how many are left, which items are unprocessed, how long dose each step in the process take and so on. |
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| Component |
| As Server, Domino includes two main parts: Domino Server and Domino Mail Server. |
| Domino Server is both Notes Server and Internet Server, because it serves both Notes clients and Internet clients. It ties the Lotus Notes application to the Internet protocols and standards, and lets any client participate in Notes applications using the Internet. As web application server, the Domino server delivers messaging and groupware application to web clients. |
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| Object store. In domino, the object store is database. It can manage and retrieve complex data types, including rich text, images, application objects and multimedia. |
| Central directory. In domino it's called Public Address Book where you store user names and e-mail addresses. It also manages server and database configuration, messaging routes and configuration, certificates and access control, replication schedule. |
| Security. Domino provides multiple layers of security, from basic server access to page and field-level read/write authority. Access to content is controlled by an access control list(ACL) . |
| Messaging and workflow. You can use this service to develop web applications for business communication and coordination. |
| Replication. Domino uses this service to synchronize information on all the servers throughout a corporate network. |
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| The Domino Web Server merges Web Server technology with Lotus Notes technology to let third-party Web browsers access data and applications stored in a database. With Domino, a user can: |
| Access the Domino server securely. |
| Access dynamic data and applications based on time, database queries, and user identity. |
| Create, edit, and delete document in a database. |
| Search a database. |
| View content in a database using navigation capabilities, such as the ability to expand and collapse views. |
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| The Domino messaging server can be accessed by following clients: |
| Internet Message Access Protocol (IMAP) clients. |
| Post Office Protocol v3 (POP3) /Simple Mail Transfer Protocol (SMTP) |
| Lotus Mail Java clients. |
| Lotus Mail clients: implement POP3/SMTP and Lightweight Directory Access Protocol (LDAP). |
| Lotus Notes Mail clients: advanced messaging client with fully integrated calendar and scheduling, discussions, and basic workflow. |
| Lotus Notes Designer client: with advanced messaging and access to applications. |
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| The Domino news server enables the Domino server to support Internet standard news reader clients using the NNTP protocol. The server can also support NNTP server-to-server replication or newsfeeds, with other Internet standard news servers, including USENET. |
| A domino NNTP server lets users participate in private discussion groups or public USENET newsgroups using a Notes designer client, a standard NNTP newsreader or a web browser. |
| Each newsgroup is stored in a database. |
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| Server Clusters |
| A server cluster is a group of up to six Domino servers in the same domain connected by a local area network. |
| Partitioned Servers |
| A partitioned server lets you run multiple Domino servers on a single computer, You can run up to six Domino servers on one machine. |
| Billing |
| The billing feature enables a Domino server to track specific Domino activities.The billing server task collects this information and records the data for billing purpose. |
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| Application Development |
| ActiveX, CORBA IIOP, HTTP, Java |
| Directory |
| X.500 Hierarchical naming structure and interoperability, X.502 compliant format, LDAP |
| Security |
| SSL, X.509 certificate support/generation |
| Messaging |
| SMTP/MIME, POP3, IMAP4, X.400 MTA, MAPI |
| News |
| NNTP |
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| Domino Mail Server can manage both rich Notes™ mail and standard-based Internet mail while providing directory information to Notes workstations through the Public Address Book and to Internet users through the Lightweight Directory Access Protocol (LDAP). |
| For messaging, Domino supports LDAP, POP3, IMAP, SMTP and MIME. The Domino Mail Server can be used as the foundation of your Internet and Intranet messaging system. |
| Domino Mail Server provides mail routing for local area network and remote users. It has all of the attributes of other database, such as full text indexing. |
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| Components |
| Menu: Lets you choose Notes commands. (The commands on the menu sometimes change, depending on what you are doing.) |
| SmartIcons®: Let you choose Notes commands by just clicking an icon. |
| Workspace tabs: Let you change to different workspace pages to see the database icons on those database. |
| Database icons: Let you open Notes Database. |
| Workspace page: Lets you store database icons. |
| Status bar: Lets you change some setting, open your mail database, and see some current information about Notes. |
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| Notes Workstation |
| Overview |
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| Notes is on the top of the local area network, and uses the underlying network infrastructure for communication protocol when a user on a workstation accesses a database or process on the Notes server. The way to logon Notes depends on how you have set up individual database. The system administrator creates a ID file for every user. If security is not enforced, you can starts up Notes on your local workstation without a user ID. But you do have to provide a valid and password protected user ID to use a workstation to access databases and processes on a Notes server, or to access databases on the local workstation that has access control security enforced. |
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| Open a database on which local security is enforced |
| Define local security for a database (using the Properties box for an existing or new database) |
| Change ID files |
| Access a Notes server for any purpose, such as open a database |
| Start up Notes when you have an Island location |
| Any other action which requires authentication between a user ID and a database or a server |
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| By default, Notes displays six tabbed workspace pages, plus the Replicator page, which is always the back page. In addition to the six default pages, you can define up to 26 additional pages, giving you a total of 32 workspace pages. Each workspace can hold up to 256 database icons. |
| The workspace pages are used to organize database icons in any way makes sense to you. Whichever configuration is desired, the user can add and delete their own workspace pages. But Replicator page cannot be deleted and database icons can only be placed on the page for the purpose of replication. |
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| Customize a Tab: Add or modify the name of the workspace page, change the color of the tab |
| Add a New Workspace Page |
| Delete a Workspace Page |
| Compact the Workspace |
| Move database icons around on a workspace page |
| Add a database icon to the workspace |
| Remove a database icon from the workspace |
| Open a database when the icon is already on the workspace page |
| Customize SmartIcons |
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| Component |
| Action bar: Contains buttons you can click to quickly perform some common tasks. The buttons on the action bar sometimes change, depending on what you are doing. Some database may not action bar |
| Navigation pane: Lets you open different folders and views |
| View pane: Lets you select and open documents |
| Preview pane: Lets you read the document that is highlight in the view pane without opening the document |
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| Every Lotus Notes application uses at least one database to organize and store data and design elements. Database file names end with .NSF and reside in the Notes data directory or a subdirectory of a Lotus Domino server -- a network machine to which Notes or Internet users have access. |
| The Domino/Notes software includes pre-designed database called template (distinguished by file names that end with .NTF) that help you create new database quickly. |
| A database structure is composed of forms, fields, views and other presentation features, such as navigator and a database icon. |
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| Creating a database can be as simple as starting from an existing template, which already contains the forms and views that you need for your application, or as complex as starting from scratch, with a blank database whose forms and views you design. |
| There are three ways to create a new database: |
| Base a database on a template |
| Copy an existing database |
| Create a database from scratch |
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| A template is a file that contains the structure for the database -- that is, forms and views -- but does not contains documents. Notes Designer comes with a collection of templates that you can use to create applications quickly. For example, to design a discussion database, use the Discussion template (DISCUSS4.NTF), which contains forms that track discussion threads in a hierarchy, as well as views that display the entries by date, author, or category. |
| You can set the database you create to continue to inherit design changes from the template. Then if someone redesigns the master template, your database automatically inherits the new design. |
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| There are nine steps to create a new database from a template: |
| 1. Choose File | Database | New |
| 2. Do one of the following: |
| Leave Local selected as the server to store the new database on your workstation hard disk. |
| Select or enter a server name to store the new database on a server. This allows multiple people to work on the database design. |
| 3. In the Title box, enter a title for the new database |
| 4. (Optional) Press TAB and enter a file name to change the default name in the File name box |
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| 5. Select a template or, if you don't see the template you want, do one of the following: |
| Click "Show advanced templates" and select a template from the list |
| Click Template Server to use templates that reside on a server |
| 6. (Optional) Deselect "Inherit future design changes." |
| 7. (Optional) Click Encryption, select "Locally encrypt this database using:," select an encryption type, and click OK |
| 8. (Optional) Click "Size limit" and select a size (in gigabytes), and click OK. The default database size is one gigabyte |
| 9. Click OK |
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| Create a New |
| Discussion |
| Database From Notes |
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| If you have read access to a database that contains the design elements that you need for your application, copy the existing design and use it as the basis for a new application. If you copy the design of an existing database, keep in mind: |
| The setting for the full text search index are copied as part of the design. When you complete the new application, be sure to ask the database manager to create a new index. |
| Before you copy the design of a database, check its Database Properties. If "Design is hidden" is shown on the Design tab in the Database Properties box, you will never be able to modify the database design of the new database. |
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| There are eleven steps to copy an existing database: |
| 1. Select the icon for the database you want to copy |
| 2. Choose File | Database | New Copy |
| 3. Do one of the following: |
| Leave Local selected as the server to store the database on your workstation hard disk |
| Select or enter a server name to store the database on a server. This allows multiple people to work on the database design |
| 4. (Optional) In the Title box, enter a title for the new database. The title appears on the database icon |
| 5. Press TAB and enter a new name to change the default file name in the File Name box |
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| 6. (Optional) Click Encryption, select "Locally encrypt this database using:," select an encryption type, and click OK |
| 7. (Optional) Click "Size limit" and select a size (in gigabytes), and click OK |
| 8. Select "Database design only" |
| 9. Deselect "Access Control List" |
| 10. Click OK |
| 11. (Optional) Highlight the new database icon, choose File | database | Properties, and deselect "Inherit design from template" on the Design tab to prevent the new database from inheriting design changes from the "master" template whose design the source database was based on. |
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| In addition to copying the entire design of a database you can copy individual design element. There are four steps: |
| 1. Open the database containing the design element you want to copy |
| 2. Select the element in design mode and choose Edit | Copy |
| 3. Open the database where you want to paste the element |
| 4. Click in the design pane for that type of element and choose Edit | Paste |
| If the design element inherit changes from a master template, such as standard mail template, Notes prompts you to maintain or break the link. |
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| The most ambitious way to create a database is to start from scratch. When you do this, you begin with a blank file that has the extension .NSF. This file contains no forms, fields, views or other elements. You must create all of the forms, fields, views and other elements that you need for the application. |
| To design a database from scratch first create an empty database. Then design the forms, fields, views and other design elements for the application. There are eight steps: |
| 1. Choose File | Database | New |
| 2. Do one of the following: |
| Leave Local selected as the server to store the database on your workstation hard disk |
| Select a server name to store the database on a server. |
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| 3. In the Title box, enter a title for the new database. The title appears on the database icon |
| 4. (Optional) Press TAB to change the default database file name |
| 5. (Optional) Click Encryption, select "Locally encrypt this database using:," choose an encryption type and click OK |
| 6. (Optional) Click "Size limit" and select a size (in gigabytes), and click OK |
| 7. Select - Blank - as the template |
| 8. Click OK |
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| Create a New Database |
| From Scratch with |
| Encryption in Notes |
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| Notes Designer ships with a collection of templates that you can use "as is" or customize for your organization. There are a few things to be done before you customize a Designer template: |
| 1. Copy the template and deselect "Inherit future design changes." |
| 2. Give it a different file name in the Copy Database box to prevent future releases of Notes Designer templates with the original file name from writing over your customized template |
| 3. Leave the design template name the same in the Database Properties box, so that existing database can be synchronized to it |
| 4. Protect your customized views, forms, subforms, navigators, shared fields, or agents by selecting each component in the design pane, choosing Design | Design Properties, and selecting "Do not allow design refresh/replace to modify" |
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| Forms are similar to their paper counterparts. It can contain static information which is the same on each instance of the form or fields which are allowed to vary from one instance of the form to another. Fields can include extended textual information. |
| You can have several forms in a database, each with a separate purpose and representing a kind of template. The template is similar in purpose to the definition of the structure of a relational table. In notes, different forms can have completely different formats, fields and purpose. That is to say, you can have different kinds of records in the same Notes database. |
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| Fields: A field holds a particular type of data. For example, a field might contain text, a number or a graphic. A field can be unique to that form or shared among forms within a database |
| Subforms: A subform is a collection of fields, sections,actions and other form elements that are stored as a single object. When you change a field on a subform, every form that uses the subform updates. |
| Layout Regions: A layout region is a design area on a form that affords greater flexibility for combing and arranging text and graphic. Layout regions are not supported for Web application |
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| Text: You can place static text anywhere on a form and apply text attribute, such as color,size, and font styles to the text |
| Graphics: You can place a decorative graphic anywhere anywhere on a form and it will appear on every document created with the form |
| Tables: Tables are useful for summarizing information or aligning fields in rows and columns. A table placed on a form appears in every document created with the form |
| OLE Objects: A form that has an OLE object allows users to view and update data created in another product from a Notes document |
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| Attachments: You can attach files to a form so users can detach files locally or launch them from every document created with the form |
| Links: Within a form, you can add links to database, views or specific documents. You can design the form so when a user open the document created with the form, the links automatically launch |
| Actions and Hotspots: You can automate simple or complex tasks and then attach those tasks to actions or hotspots on a form. Then users can accomplish tasks with a single click. The form actions can be displayed on the action bar and the Action menu |
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| Creating Database |
| Form are always created in the context of a Notes database, so first we have to create a new, empty database to house the forms, views and application. This can be done by starting from a workspace page and then using the File menu option: File | Database | New and selecting one of templates. |
| Creating a Form |
| There are six steps to create a blank form: |
| 1. Select the database and choose Create | Design | Form |
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| 2. If you receive a message about invalidating authorization, click OK if you do not have Lotus Notes Mail IDs at your site; otherwise, click Cancel |
| 3. If you see a list of subforms, click Cancel |
| 4. Create fields, static text and other elements on the form |
| 5. Choose Properties Design | Form to assign a name and other form properties |
| 6. Close and save the form |
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| A Form in Design Mode |
| In Notes with a |
| Form Properties Window |
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| 1. Open the database |
| 2. In the navigation pane, choose Design | Form |
| 3. Choose the form you want to delete |
| 4. Choose Edit | Clear |
| 5. If you receive a message about invalidating authorization, click OK if you do not have Lotus Notes Mail IDs at your site; otherwise, click Cancel |
| 6. Click Yes to confirm |
| 7. Close the database |
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| In addition to fields, you can add the following to a form: |
| Text to guide a user through a form |
| Background color to improve the look of a form or to communicate a message about the form |
| Background graphics to add interest to a form |
| Horizontal lines to separate parts of the form |
| Tables to help organize and present data to users |
| Attachments to distribute a link to other documents, databases or files |
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| A subform is a collection of fields you plan to use more than one form. For example, you might create a corporate letterhead in a subform and then use the subform on a variety of business forms. |
| To control the display of a computed subform, use a formula. For example, you might offer users a choice of custom mail forms with different graphics and styles for various types of mail messages, such as memos, alerts or letters. |
| Subforms can contain the same elements as a regular form. |
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| 1. Select the database and choose Create | Design | Subform |
| 2. If you receive a message about invalidating authorization, click OK if you do not have Lotus Notes Mail IDs at your site; otherwise, click Cancel |
| 3. Choose Design | Subform Properties |
| 4. Enter a name for the new subform |
| 5. Choose options for displaying the subform |
| 6. Create the subform using the same elements you use to create a form |
| 7. Close and save the subform |
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| To insert a subform |
| 1. Open the form in design mode |
| 2. Click where you want to paste the subform |
| 3. Choose Create | Insert Subform |
| 4. Select the subform you want to insert and click OK |
| To display a computed subform |
| 1. Open the form in design mode |
| 2. Click where you want to paste the subform |
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| 3. Select "Insert Subform based on formula." |
| 4. Click OK |
| 5. Enter a formula that determines which subform to display |
| 6. Close, name and save the form |
| To delete a subform from a form |
| 1. Click the subform area |
| 2. Choose Edit | Clear |
| 3. Adjust the formatting if necessary |
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| A Subform From |
| Notes View |
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| 1. Select the database and choose View | Design |
| 2. In the navigation pane, click Design | Subform |
| 3. Click the subform you want to remove |
| 4. Choose Edit | Clear |
| 5. If you receive a message about invalidating authorization, click OK if you do not have Lotus Notes Mail IDs at your site; otherwise click Cancel |
| 6. Click Yes to confirm |
| 7. Close the database |
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| Default forms: A default form is the form that you designate to display a document when the document's associated form is not available |
| Main topic forms: A main topic form is the top level in a hierarchy of forms |
| Response forms: The response form creates response documents associated with a main documents. A response document appears under whichever main document is highlighted when the usr compose a response. Designers often create response documents that inherit data from main document |
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| 1. Open the form in Design mode |
| 2. Choose Design | Form Properties |
| 3. Click the Default tab |
| 4. Select "Default database form" |
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| The Window to |
| Specify Default Form |
| In Notes |
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| A form creates main documents unless you designate it as a form that creates response documents. |
| 1. Open a form in Design mode |
| 2. Choose Design | Form Properties |
| 3. On the Basic tab, do one of the following: |
| Select "Form Type: Response" to use the form for response to main documents. |
| Select "Form Type: Response to Response" to use the form for response to main documents and other responses. |
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| The Window to |
| Specify Response Form |
| In Notes |
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| 1. Open the form in Design mode |
| 2. Create a new rich text filed to display the document link |
| 3. Choose Design | Form Properties |
| 4. Click the Default tab |
| 5. Select "On Create: Inherit entries selected document into rich text field." |
| 6. Select the rich text field you created in step 2 |
| 7. Select Link |
| 8. (Optional) Select "On Open: Show context pane" and Parent |
| 9. Close and save the form |
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| 1. Select the database and open the view to which you want to link |
| 2. In the navigation pane, click the view and choose Edit | Copy As Link | View Link |
| 3. Open the form in Design mode |
| 4. Place the cursor where you want to paste the link |
| 5. Choose Edit | Paste |
| 6. (Optional) Choose Design | Form Properties |
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| 1. Select the database to which you want to link |
| 2. Choose Edit | Copy As Link | Database Link |
| 3. Open the form in Design mode |
| 4. Place the cursor where you want to paste the link |
| 5. Choose Edit | Paste |
| 6. (Optional) Choose Design | Form Properties |
| 7. (Optional) Click the Launch tab and select "AutoLaunch: First document link" to jump to the database link immediately when existing document are opened in read mode |
| 8. Close and save the form |
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| 1. Select the database and choose File | Database | New Copy to make a test copy of the database |
| 2. Select the database and choose Create | <form name> |
| 3. Fill in all the fields and save the document |
| 4. Repeat steps 2 and 3 to create several documents with different field values |
| 5. View the documents in all appropriate views |
| 6. Test all form actions |
| 7. Make any necessary design changes. |
| 8. Copy the tested form to the live database |
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| A Form |
| In Design Mode |
| In Notes |
HTML version of Basic Foils prepared July 9 1998
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HTML version of Basic Foils prepared July 9 1998
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| Fields are the individual elements on a form that store data. Fields determine what data a single document can contain. Each field in a document stores a particular kind of data, such as text, numbers, dates or user names. Often users can enter and edit field values, but sometimes data is filled in or changed automatically. |
| The contents of a filed can be displayed in documents and views or can be retrieved for use in formulas. A field can be defined for a single form or can be defined to be shared among multiple forms in a database. |
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| Text: To hold letters, punctuation and spaces, as well as numbers that are not used in calculations, such as postal codes and phone numbers. A rich text field to hold pictures, graphs, hotspots, attachments and embedded objects. |
| Numbers and Formulas: To hold numbers that you will use in mathematical formulas. Number field can hold characters 0 - 9, -, +, ., E and e |
| Times and Dates: To hold time and date information that appears as letters and numbers separated by punctuation |
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| Authors and Readers: An Authors field is to hold a list of user names, group names and access roles. Use authors fields to give users who have Author access in the database access control list the right to edit the documents they create. Create a Readers field to limit the read access to a document to only the users or groups listed in the Readers field |
| Names: To display user or server names as they appear on Notes IDs. Use Names fields to display names when you don't need to assign access rights to documents. Use a Names field to display the creator of a document or to maintain a list of users who edit the document |
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| 1. Open the form in Design mode |
| 2. Place the insertion point where you want the field to appear |
| 3. Choose Create | Field |
| 4. In the Field Properties box, assign a name to the field |
| 5. Assign a data type and select Editable or computed options |
| 6. (Optional) Click the form and type a text label next to or above the filed |
| 7. (Optional) Highlight the label and choose Text | Text Properties to change the text style |
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| The Window to |
| Define a Field |
| In Notes |
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| If you have computed fields that users don't need to see, you can hide the field using following steps: |
| 1. Select the field and any related text or buttons you want to hide |
| 2. Choose Text | Text Properties |
| 3. Click the Hide tab |
| 4. For basic options select "Hide paragraph when document is:" and click all situations when users don't need to see the field information |
| 5. For programmer options select "Hide paragraph if formula is true" and write a formula in the formula window to describe the situations when users don't need to see the field |
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| The Window to Specify |
| Hide Field Options |
| In Notes |
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| Hide from Notes Client |
| Hide from Web Browsers |
| Hide when previewed for reading |
| Hide when previewed for editing |
| Hide when opened for reading |
| Hide when opened for editing |
| Hide when printed |
| Hide when copied to the Clipboard |
| Hide paragraph if formula is true |
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| A view is a way to look at the data in the database. Each database may have several views. Views are created by the designer of a database. A user with Reader access to the database dose not have the ability to change the views in the database. |
| A view is really a predefined query that performs two tasks: |
| Selecting documents that meet specified criteria |
| Sorting documents for presentation to the user |
| The data is not duplicated in each of these views; the views only provide different ways of viewing or organizing your data. |
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| A view can be used to Open, Copy, Delete and Print documents. To perform an action on a single document, highlight the document and select the action from menu. |
| Every Notes database has at least one view. When a empty database is created by Notes, it also creates a default view. You can see a related subset of the documents in a Notes database using view. It is displayed in a tabular fashion with both rows and columns. The rows usually represent one document from the database. The information displayed in each column for that row is extracted from fields in the document or other document attributes, such as document creation date, last modified date or size. |
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
| You need Designer access or higher to create a shared view: |
| 1. Select the database and choose Create | Design | View |
| 2. Name the view |
| 3. Click Shared |
| 4. Click Views to store the view at the top level or click the name of another view under which the new view should appear |
| 5. (Optional) To create a personal view and distribute it to users, select "Personal on first use" and select "Store in desktop" to save personal views in the users' DESKTOP.DSK files rather than in the database |
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| 6. Click Options, click Blank and click OK |
| 7. Click OK |
| 8. Double-click the new view in the View list to open it in design mode |
| 9. Click the column labeled "#", choose Edit | Clear, and Yes to confirm |
| 10. Choose Create | Insert New Column to create the first column |
| 11. Add other columns by either: |
| Choose Create | Insert New Column to create a column to the left of the highlighted column |
| Choose Create | Append New Column to create a column to the right of the highlighted column |
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| 12. Click each column and, in the design pane, add programming to determine the column value |
| 13. In the design pane, select View Selection from the Define list and add programming for the view's document selection |
| 14. Choose Design | View Properties to style the view |
| 15. Click each column and choose Design | Column Properties to style the column |
| 16. Close and save the view |
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| The Window to |
| Define a View |
| In Notes |
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| The calendar and schedule features of Notes are integrated into the personal mail database. The features in the mail database include: |
| Calendar view lets you view appointment and events using Two Days, One week, Two Weeks, and One Month formats |
| Calendar Profile form lets you set scheduling options, such as default length of appointment and access for other people to view your free time |
| Calendar Entry form is used to create personal appointment, meeting invitations, events, reminders, and anniversaries |
| Invitation form is used to accept or decline meeting invitations and to request to reschedule a meeting |
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| Choose Actions | Calendar Tools | Calendar, then you can do: |
| Delegation Profile: This is used to allow other users to read and edit your calendar and e-mail |
| Scheduling Options: This allows you to set a default duration for your appointments and meetings, to turn on alarm, and to automatically set alarms for certain types of calendar entries |
| Free Time: This allows you to restrict access to other people who want to view your free time and to set which times are considered valid time |
| Advanced calendar Options: This allows you to configure automatic calendar features, to set default calendar types, and to enable conflict checking |
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| Open your mail database and chose Create | Calendar Entry to create a new calendar entry. You can choose from the following types: |
| Appointment is used to create an appointment with yourself |
| Invitation is used to create a meeting appointment, invite others, or reserve a meeting room |
| Event is used to record single-day or multiday events |
| Reminder is used to remind yourself of a task or appointment without reserving any time |
| Anniversary is used to create yearly events, such as holidays and birthdays |
| Then you can choose the date and time |
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| You can use Calendar views to see your schedule using four calendar types: Two Days, One Week, Two Weeks and One Month. The view is similar to the interface of Lotus Organizer or your notebook planner. Choosing View | Calendar and selecting a type to choose which view type you want to see. |
| You can change your schedule using drag-and-drop. If you want to move an appointment, simply click on the entry in the calendar view and drag it to the view day. Notes will automatically move the entry, check for time conflicts and send reschedule notices to meeting attendees if necessary. |
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| 1. Create the first column based on a field with a time/date value and choose s Sort option in the Column Properties box. Make sure you specify both a date and a time, even if the time is 00:00 |
| 2. Create the second column based on a field with a number value that specifies the duration, in minutes, of a calendar entry |
| 3. Create a document selection formula for the view. The formula should select all documents containing the time/date field |
| 4. Choose Design | View Properties and select Calendar as the style |
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
HTML version of Basic Foils prepared July 9 1998
Full HTML Index
| A database navigator is like a roadmap that directs users to particular parts of an application. The basic Notes navigator presents a graphical display of folders, views and design elements, but you can create a custom navigator that users graphics, formulas or scripts to best present your application. Most navigators include "hotspots" -- that is, programmed areas that a user clicks to execute an action. A hotspot can be text, graphics or a combination. |
| You create a navigator by combing objects. These might include a background graphic for display only and some combination of graphic buttons and text objects. To create navigator objects, import or paste objects from another application or use the drawing tools Notes supplies |
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| A View With Three |
| Embedding Navigators |
| From Web User View |
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| Designer provides the following simple actions that you can attach to navigator: |
| 1. Open another navigator |
| 2. Open a view |
| 3. Serve as an alias for a folder |
| 4. Open a database, view or document link |
| 5. Open a URL |
| To create more complex flexible actions use @function formulas or a LotusScript program. |
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| 1. Select the database and choose Create | Design | Navigator |
| 2. Choose Design | Navigator Properties |
| 3. Give the navigator a name that describes its use |
| 4. To use the navigator in a Web application, check " Web browser compatible" |
| 5. (Optional) Choose an initial view or folder to open along with the navigator |
| 6. (Optional) Select "Auto adjust panes at runtime" so that users won't have to manually resize a navigator that doesn't fit a window |
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| 7. Click the navigator window |
| 8. Use the Create menu to draw objects or paste objects from the clipboard |
| 9. Click each object and choose Design | Object Properties to assign a name and style |
| 10. In the design pane, click a Run option and assign actions to each object |
| 11. Close and save the navigator |
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| A Navigator With |
| Properties Box |
| In Notes |
HTML version of Basic Foils prepared July 9 1998
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| 1. Select the database and choose View | Design |
| 2. In the navigator pane, click Design | Navigator |
| 3. Double-click the navigator |
| 4. Select the object |
| 5. In the design pane, click "Run: Simple action(s)." |
| 6. Select the simple action to run and supply any required information |
| 7. Close and save the navigator |
HTML version of Basic Foils prepared July 9 1998
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| 1. Open the navigator in design mode |
| 2. Select the object |
| 3. To add a formula, click "Run: Formula" in the design pane |
| 4. Type the formula and click the green check mark to confirm it |
| 5. To add a script, click "Run:Script" in the design pane |
| 6. Write the LotusScript program |
| 7. Close and save the navigator |
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| 1. Create a new navigator or open an existing navigator in design mode |
| 2. Choose File | Import |
| 3. Select the file to import and click OK |
| 4. Click Graphic Button to import the graphic as a button or click Graphic Background to import the graphic as a background for the navigator |
| 5. Use drawing tools available from the Create menu or the SmartIcons bar to create new objects or enhance existing ones |
| 6. Double-click a drawn object to edit its properties |
HTML version of Basic Foils prepared July 9 1998
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| 1. Open a navigator in design mode |
| 2. Select a hotspot tool from SmartIcons® palette. Hotspot tools are red |
| 3. Click on the navigator and drag to create the hotspot. The polygon tool allows you to create a line segment each time you click. Double-click to complete the drawing and close the polygon hotspot |
| 4. Double-click the hotspot to edit its properties |
HTML version of Basic Foils prepared July 9 1998
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| 1. Select the database and choose View | Design |
| 2. In the navigation pane, click Design | Navigators |
| 3. Double-click the navigator |
| 4. Choose Design | Preview in Notes or Design | Preview in Web Browser |
| 5. Highlight and click each object to see if the highlighting and actions are as you expected |
| 6. If the test produces unexpected results, choose Design | Preview in Notes or Design | Preview in Web Browser to return to design mode |
| 7. Correct the problems and run the test again |
| 8. When the test shows no problems, close and save the navigator |
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| HTTP |
| Server |
| Notes |
| Server |
| Domino Server |
| HTML,GIF, |
| CGI,Java,... |
| Files |
| Notes |
| Databases |
| Web |
| Client |
| Notes |
| Client |
| Servers and Clients |
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| When you design a database for the Web, keep in mind that: |
| 1. Databases viewed from a Web browser may look somewhat different than they do when viewed from a Notes workstation |
| 2. You must supply form and view actions for menu commands, such as Create and Edit. Web users don't have menus for database activities in their browsers |
| 3. You may want to take advantage of Internet technology that isn't applicable to Notes workstation to enhance the look or the operation of a Web database |
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| 1. Set up the Domino HTTP Server |
| 2. Make sure the database is in the Notes Data directory or a subdirectory of the Data directory |
| 3. Modify the database ACL to designate access levels for Web users |
| 4. Add form actions to simulate menu commands, such as Create, Edit and Save. Display the form actions in the action bar |
| 5. Remove or hide features that aren't supported on the Web |
| 6. Select the database property "Web access: Use JavaScript when generating pages." |
| 7. Set up text searching |
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| Choose Create | Web Page |
| Enter a page name in the field provided |
| Enter a page title in the field provided |
| Select the "Make this page the home page" box |
| Press TAB to move the cursor to the design area of the page |
| Enter text for the first line of your home page |
| Press Enter several times to move the cursor down the page |
| Enter the context of the home page |
| Click the Save Page button on the action bar |
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| NPAC Lotus Notes |
| Home Page |
| From Web User View |
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| Choose File | Database | New, the new Database dialog box appears |
| Select Local in the server field |
| Enter a title for your discussion forum database |
| Select Discussion R4.6 from the list of template at the bottom of the dialog box |
| Click OK. The "About Discussion" Document appears |
| Press ESC to close this document, the main view of the discussion database appears |
| Click New Main Topic to create a discussion topic in your discussion forum |
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| Enter a category in the field provided for your first discussion page. Each time a user enters a category, it becomes part of the list of category choices for subsequent users |
| Enter a title |
| Enter a message |
| Click the Save button on the action bar |
| Press ESC twice to return to the Notes Designer workspace |
HTML version of Basic Foils prepared July 9 1998
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HTML version of Basic Foils prepared July 9 1998
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| A Calendar Application |
| In NPAC |
| From Web User View |
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| A Document Library |
| In NPAC |
| From Web User View |
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| Document Library Entry |
| In NPAC |
| From Web User View |
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| Lotus Notes is an extremely useful tool. Some things are best accomplished with Notes, but others may be best left to other system. |
| Applications best for Notes |
| Tracking, Broadcast, Discussion, Approval, Workflow, Prototype/Proof-of-Concept, World Wide Web-Related, Object Libraries, Imaging-small-scale, Information Warehouses, Executive Summaries |
| Things to avoid using Notes |
| Real-Time Needs, Heavy reporting Needs, Relational Data, Large Numbers of Users Accessing the same Document |