Mentor for Lotus Notes 6.5
Table of Contents

Use Mentor

• How Do I Use Mentor?
• Use the Mentor Audio On/Off Feature

Move to Notes 6.5

• Migration from Notes 4.x to 6.5
• Migration from Notes R5 to 6.5
• Migration from Outlook to Notes 6.5

Tell Me About Notes

• The Power of Notes
• How Notes Manages Knowledge
• Use Notes Anywhere

Quick Tours

• Explore the Notes Screen
• Explore Toolbars
• Explore the Welcome Page
• Explore Quick Notes
• Explore the Mail View
• Explore the Address Book
• Explore the Calendar View
• Explore the To Do View
• Explore Replication
• Explore the Domino Web Access Welcome Page
• Explore the Domino Web Access Mail Screen
• Explore the Domino Web Access Calendar
• Explore Instant Messaging Integration

Get Started with Notes

• Log On to Notes
• Change My Password
• Use the Setup Screen
• Create a New Welcome Page from the Setup Screen

Set Up Notes

• Set Basics Preferences
• Set General International Preferences
• Modify Calendar Settings
• Set General Mail Preferences
• Set Internet Mail Preferences
• Set Instant Messaging Preferences

Customize Notes Settings

• Set the Welcome Page
• Set a Bookmark as the Home Page
• Automatically Log Out of Notes

Navigate in Notes

• Explore the Notes Screen
• Work with Notes Windows
• Use the Navigation and Address Toolbars
• Navigate Panes, Views, and Folders

Secure Notes

• Set Basic Security Settings
• Manage Certificates
• Set Encryption for New Local Database Replicas
• Set Notes Mail Security Options
• Switch User IDs
• Lock Notes

Work with Toolbars

• Explore Toolbars
• Modify Toolbar Display Settings
• Display or Hide a Toolbar
• Move a Toolbar
• Create a New Toolbar
• Customize a Toolbar
• Rename a Toolbar
• Delete a Toolbar

Work with Panes

• Hide or Display a Pane
• Rearrange the Preview Pane

Use the Status Bar

• Work with the Status Bar
• Modify Status Bar Preferences

Use Bookmarks

• Navigate the Bookmark Bar
• Bookmark a Document
• Create a Bookmark from a Window Tab
• Bookmark a Database
• Move a Bookmark
• Create a Bookmark Folder
• Remove Bookmarks and Bookmark Folders
• Rename Bookmarks and Bookmark Folders
• Change the Style of Bookmarks in a Bookmark Folder
• Change the Display of a Bookmark Folder
• Sort Bookmarks in a Bookmark Folder
• Change the Icon for a Bookmark or Bookmark Folder

Use the Welcome Page

• Explore the Welcome Page
• Create a Personal Welcome Page
• Create a Framed Welcome Page
• Edit a Personal Welcome Page
• Customize a Personal Welcome Page
• Customize a Framed Welcome Page
• Change Welcome Page Frame Content for the Current Session
• Delete a Welcome Page

Use Databases

• Find Out About Database Templates
• Create a New Database
• Open a Database
• Open a Database from a Bookmark
• View Database Properties
• Add a User to a Database's Access Control List
• Change a User's Database Access Level
• Delete a Database
• Scan a Database for Unread Documents
• Scan Multiple Databases for Unread Documents

Work with Database Documents

• Create a Main Topic
• Respond to a Topic
• Respond to a Topic from Within a Document
• Respond to a Topic Response
• Respond to a Topic Response from Within a Document
• Sort Documents
• Preview a Parent Document
• Preview a Linked Document

Use Categories

• Create a Category
• Create a Subcategory
• Rename a Category
• Delete a Category

Use Quick Notes

• Explore Quick Notes
• Send Mail with Quick Notes
• Enter a Contact in Quick Notes
• Enter a Journal Entry in Quick Notes
• Enter a Quick Reminder in Quick Notes
• Customize the Quick Notes Image

Use the Workspace

• Open the Workspace
• Add a Workspace Page
• Remove a Workspace Page
• Customize a Workspace Tab
• Compact the Workspace
• Manage the Workspace

Work with Database Subscriptions

• Create a Subscription
• Display Subscription Updates on the Welcome Page
• Edit a Subscription
• Enable or Disable a Subscription
• Set an Expiration Date for a Subscription

Use the Workplace

• Replace the Welcome Page with the Workplace
• Use the Workplace Today Tab
• Use the Workplace Collaboration Tab
• Use the Workplace Team Tab
• Edit the Workplace
• Add an Instant Contacts Group to the Workplace
• Remove an Instant Contacts Group from the Workplace
• Use the Workplace Search Tool
• Add Items to the Workplace Launcher Tool

Get Started Using Notes Mail

• Explore the Mail View
• Use the Action Bar
• Use the Navigation Pane
• Customize the Inbox View
• Use Colors to Identify Senders

Create a Memo

• Create a Memo
• Address a Memo
• Use the Address Book Feature
• Complete the Body of a Memo
• Specify Memo Delivery Options
• Specify Memo Reply Options
• Specify Memo Security Options
• Add a Mood Stamp to a Memo

Create Special Types of Mail

• Enable Out-of-Office Notification
• Disable Out-of-Office Notification
• Create a Phone Message
• Create a Link Message

Use Spelling and Language Features in Memos

• Spell Check a Memo
• Automatically Spell Check All Memos
• Switch the Language Dictionary
• Customize Spelling Options

Send and Save Mail

• Send a Memo
• Save Sent Memos
• Save Sent Memos in Folders
• Use Folders to Organize Mail
• Save a Memo as a Draft
• Edit and Send a Draft
• Discard a Memo

Read Mail

• Get Notified of New Mail
• Open and Close Messages
• View Unread Messages
• Mark Messages Read or Unread
• Sort Mail
• View Delivery Information
• View Discussion Threads

Respond to Mail

• Reply to a Message
• Reply with History to a Message
• Reply to All Recipients of a Message
• Forward a Message
• Forward Several Messages
• Edit a Message
• Delete Messages
• Restore Deleted Messages
• Permanently Delete Messages
• Flag a Message for Follow-Up
• Remove a Follow-Up Flag
• Set Follow-Up Preferences

Use File Attachments in Mail

• Attach a File to a Message
• View an Attachment
• Open an Attachment
• Save an Attachment
• Copy a Link into a Memo

Personalize Mail

• Choose a Letterhead
• Create Stationery from a Memo
• Create Personal Stationery
• Create a Message Using Stationery
• Edit, Delete, or Rename Stationery
• Add a Personal Signature to a Memo
• Add a Personal Signature to All Memos
• Add a Digital Signature to a Memo
• Format Text in a Memo

Use the Address Book

• Explore the Address Book
• Customize the Address Book Views
• Set Address Book Preferences

Manage the Address Book

• Add a Contact to the Address Book
• Add Supplemental Contact Information
• Forward a Contact
• Edit a Contact
• Delete a Contact
• Create a Contact Category
• Create a Mailing List
• Add a Message Sender to the Address Book
• Create a Mailing List from a Message, Invitation, or To Do Item
• Import a Contact from a vCard
• Export a Contact as a vCard

Advanced Mail Settings

• Set Up Notes Minder
• Use Notes Minder
• Create a Mail Rule
• Manage Mail Rules
• Edit a Mail Rule
• Create a QuickRule
• Block Mail from a Sender
• Remove a Sender from the Blocked Senders List

Create and Manage Mail Folders

• Create a Mail Folder
• Use Advanced Options to Create a Mail Folder
• Rename a Mail Folder
• Delete a Mail Folder
• Move a Mail Folder

Work with Calendaring and Scheduling

• Explore the Calendar View
• Explore the Meetings View
• Use the MiniView
• Navigate the Calendar

Customize the Calendar

• Customize the Calendar View
• Show Time Slots in the Calendar View
• Set Basic Calendar Preferences
• Set Calendar Display Preferences
• Set Scheduling Preferences
• Delegate Access to My Calendar
• Delegate Access to My Schedule

Create Calendar Entries

• Create an Appointment
• Create an Anniversary
• Create a Reminder
• Create an All Day Event

Work with Calendar Entries

• Edit a Calendar Entry
• Move or Copy Calendar Entries
• Delete a Calendar Entry
• Create a Repeating Calendar Entry
• Delete a Repeating Calendar Entry
• Create a Calendar Entry from a Message
• Color Code Calendar Entries
• Set the Default Calendar Entry Type
• Add Holidays to the Calendar

Work with Meeting Invitations

• Schedule a Meeting
• Reserve a Room or Resource for a Meeting
• Find a Room or Resource for a Meeting
• Check Availability of Meeting Invitees
• Choose a Delivery Option for a Meeting Invitation
• Send a Memo to Invitees
• Track Responses from Invitees
• Confirm a Meeting Invitation
• Reschedule a Meeting
• Invite Additional People to a Meeting
• Cancel a Meeting
• Reschedule a Repeating Meeting

Respond to Meeting Invitations

• Accept a Meeting Invitation
• Tentatively Accept a Meeting Invitation
• Decline a Meeting Invitation
• Delegate a Meeting Invitation
• Propose an Alternative Meeting Time
• Change a Response to a Meeting Invitation

Use Advanced Meeting Invitation Features

• Process Meeting Invitations Automatically
• Schedule an Online Meeting
• Respond to a Countered Meeting Invitation
• Remove a Cancelled Meeting from the Calendar

Work with Other Calendars

• Create a Group Calendar
• View a Group Calendar
• Add or Remove Group Calendar Members
• Open Another User's Calendar

Manage To Do Items

• Explore the To Do View
• Create a To Do Item
• Edit a To Do Item
• Assign a To Do Request
• Respond to a To Do Request
• Create a To Do Item from a Message
• Delete a To Do Item
• Mark a To Do Item Complete
• Copy a To Do Item into a Message
• Add the Sender of a To Do Item to the Address Book

Set Up Alarms

• Set Alarms Automatically
• Set Alarms for Calendar Entries
• Cancel an Alarm
• Activate the Snooze Feature
• Respond to Missed Alarms

Read Documents

• Select Documents
• Preview a Document
• Open and Close a Document
• View Document Properties

Create and Save a Document

• Create a Document
• Show Hidden Document Characters
• Check Spelling in a Document
• Undo an Action in a Document

Edit Documents

• Edit a Document
• Set Margins and Spacing
• Set Tabs
• Hide or Display Paragraphs
• Add Page Breaks
• Cut, Copy, and Paste Text

Manage Documents

• Add Documents to Folders
• Delete Documents
• Create a Shared Folder
• Create a Private Folder
• Work with Folders
• Import a File into a Document
• Export a Document
• Lock a Document

Format Documents

• Format Text in a Document
• Change the Background Color of a Document
• Use a Style
• Create a Style
• Redefine a Style
• Delete a Style
• Use Permanent Pen
• Change the Permanent Pen Style
• Place a Border Around a Paragraph

Add Lists, Tables, and Graphics to Documents

• Create a Bulleted List
• Create a Numbered List
• Rearrange a List
• Create a Table
• Copy a Graphic into a Document
• Import a Graphic into a Document
• Resize a Graphic
• Copy a View as a Table

Format Tables

• Add a Row to a Table
• Add a Column to a Table
• Add Multiple Rows or Columns to a Table
• Delete a Table Row
• Delete a Table Column
• Delete Multiple Rows or Columns from a Table
• Copy Table Cells, Columns, or Rows
• Merge and Split Table Cells
• Format Table Borders
• Set Table Column Widths
• Set Space Between Table Columns and Rows
• Set Table Width Automatically
• Move a Table

Create and Format Sections

• Create a Section
• Customize a Section Title
• Move a Section
• Remove a Section or Title

Create and Use Hotspots

• Create a Link Hotspot
• Create a URL Link Hotspot
• Create a Text Pop-Up Hotspot
• Create an Action Hotspot
• Remove a Hotspot

Work with Special File Attachments

• Attach a File to a Document
• Drag and Drop a File into a Document
• Embed a File into a Document
• Embed an Object into a Document

Perform Basic Searches

• Find Text in Document Titles in a View
• Search Text Within a Database
• Search for Text in a Single Column
• Perform a Text Search in a Document
• Find and Replace Text in a Document
• Find a Database from the Welcome Page
• Find a Database Using the Search Menu
• Search the Calendar
• Use the Find People Search

Perform Advanced Searches

• Create a Full-Text Index for Searching
• Perform a Full-Text Search
• Refine the Results of a Search
• Use an Operator to Search
• Perform a Wildcard Search
• Perform a Search Using a Condition
• Save a Search Query
• Load a Saved Search Query

Work with Replication

• Explore Replication
• Customize the Replicator Page

Create Local Replicas

• Set User Preferences for All Local Replicas
• Create a Full Local Replica
• Create a Partial Local Replica
• Create a Replica from Selected Database Documents

Manage Local Replicas

• Modify Basic Replication Settings
• Limit the Size of a Local Replica
• Limit What a Replica Sends
• Set Special Replication Limitations

Change Location

• Change the Location
• Change a Location's Time, Phone, or Date Information
• Configure a Connection for LAN, Cable, or DSL
• Configure a Connection for Dialup

Call the Server

• Call the Server Using a Dialup Connection
• Disconnect from the Server Using a Dialup Connection

Perform Replication

• Schedule Replication
• Replicate a Single Database
• Replicate Multiple Databases
• Replicate Mail
• Replicate High Priority Databases
• Replicate with a Selected Server

Access Notes Through the Web

• Log In to Domino Web Access
• Explore the Domino Web Access Welcome Page
• Explore the Domino Web Access Mail Screen
• Explore the Domino Web Access Calendar
• Explore the Domino Web Access To Do List
• Explore the Domino Web Access Contact List
• Explore the Domino Web Access Notebook
• Log Out of Domino Web Access

Work with the Personal Journal

• Create a Personal Journal
• Work with the Personal Journal
• Create a New Journal Entry
• Create a New Clean Sheet
• Delete a Journal Entry

Set Web Preferences

• Select a Web Browser
• Set Web Options

Browse the Web

• Open a Web Page
• Use Internet Search Engines
• Add an Internet Search Engine

Organize and Save Web Pages

• Bookmark a Web Page
• Forward a Web Page
• Download Web Page Text

Use the Personal Web Navigator

• Work with the Personal Web Navigator
• Save a Web Page to the Personal Web Navigator
• Delete a Web Page from the Personal Web Navigator
• Print a Web Page from the Personal Web Navigator
• View HTML Source Code

Use Advanced Web Options

• Rate and Recommend a Web Page
• Enable Web Ahead
• Move a Web Page to the Web Ahead Folder
• Enable Page Minder
• Track Web Page Updates with Page Minder

Set Up to Print

• Format a Page for Printing
• Set Print Options
• Preview a Print Job
• Add a Header or Footer to a Document

Print Notes Documents and Views

• Print a Document
• Print Multiple Documents
• Print a File Attachment
• Print a View
• Print the Calendar

Use Advanced Print Settings

• Print the To Do List
• Print Address Book Contacts as Mailing Labels
• Print Framesets

Archive Mail

• Set Archive Settings for Mail
• Add an Archive Setting for Mail
• Schedule Archiving for Mail
• Create an Archive Log Database for Mail
• Archive the Mail Database Manually
• Archive Selected Mail Documents Manually
• Open a Mail Archive
• Retrieve Archived Mail Documents
• Open the Archive Log for Mail

Use Instant Messaging

• Explore Instant Messaging Integration
• Log On to Instant Messaging
• Hide or Display the Instant Messaging Contact List
• Add a Message Sender to the Instant Messaging Contact List
• Add a Person or Group to the Instant Messaging Contact List
• Remove a Person or Group from the Instant Messaging Contact List
• View and Manage Online Status
• Start an Instant Chat
• Start an Instant Chat Meeting
• Respond to an Instant Chat Meeting Invitation