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Quickr 8.5 – Training English Version 1.0

Quickr 8.5 – Training English Version 1.0. Dr. Frank J. Albus. Agenda. Introduction to Lotus Quickr. Working with content & documents. Room or Folder. Using the task & calendar functions. Quickr user management. Quickr Connectors. Advanced Quickr functions. Tips & Tricks.

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Quickr 8.5 – Training English Version 1.0

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  1. Quickr 8.5 – TrainingEnglish Version 1.0 Dr. Frank J. Albus

  2. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  3. Definitions • Lotus QuickrProduct name of an IBM collaboration product. • Place A space inside Lotus Quickr where the team and project collaboration takes place • RoomSeparated space inside a place with an own access rights management • MemberA person who is able to access the place • Lotus SametimeProduct name of an IBM communication product Quickr 8.5 – Training

  4. Lotus Quickr is a web based collaboration software • Lotus Quickr is a team and project collaboration platform • Shared document and information storage • Integrated task management • Calendar for meeting and simple project planning • “What’s new” and newsletter functionality • RSS Feeds (only for Lotus Notes 8) • Customizable • Place Layout (referred to as “Theme Design”) • Web input forms (referred to as “Forms”) • Workflow capabilities for document publishing process Quickr 8.5 – Training

  5. Security and integrated solutions • Accessible • https://projects.fresenius.de INTERNAL & EXTERNAL • http://collaboration.hg.fresenius.de INTERNAL • Security • SSL encrypted communication (Internet (external) server only) • Access rights management by the Place owner • Integration • Client: MS Office and Windows Explorer Integration • Server: Smoothly integrated into the existing Lotus Notes infrastructure (Email, Calendar, Sametime & Web conferences) Quickr 8.5 – Training

  6. Client-side PC requirements • Client PC requirements • Windows XP SP3 Professional • Windows Vista SP2 Enterprise • Apple Mac OS X 10.6 • Supported Web Browser • Internet Explorer 6 SP3 • Internet Explorer 7 / 8 • Firefox 3.5 • Apple Safari 4.0 • Lotus Connectors • Windows XP SP3 Professional • Windows Vista Enterprise • Windows 7 Quickr 8.5 – Training

  7. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  8. MS Office documents (I) • Quickr has an MS Office integration in the web browser • Supported file types: • Word • Excel • PowerPoint • After check-in of an MS Office document Quickr generates and stores a preview of the document Quickr 8.5 – Training

  9. MS Office documents (II) • The user is able to edit files directly in the browser Quickr 8.5 – Training

  10. Document types (I) • Quickr allows place members to store text directly in a Quickr Place without having to use a document • The text area includes some simple formatting possibilities • The following types of content / functionality types are available for storing content: • Page • Imported File • List • Upload Quickr 8.5 – Training

  11. Document types (II) • Documents of the type “Imported File” and “Upload” differ primarily in their appearance • Imported File • After opening a document the document preview opens • Use the tab “Attachments” to download the document • Upload • After opening a document a view, from which you can open the preview and download the document, opens Quickr 8.5 – Training

  12. Document types (III) • In addition to text content the user is able to add file attachments (e.g. documents, .zip-files, etc.) • Some content types have an email notification function which sends an information email to specific place members after check-in Quickr 8.5 – Training

  13. Document types (IV) • The content type Link saves Internet or Intranet links in a Place • Time planning and task delegation can be done with Event and Task content types → details later Quickr 8.5 – Training

  14. Lists (I) • Simple presentation of lists in a browser • Add, edit and remove list elements • First column is a mandatory field • Possible to edit all items at once • Similar to a spreadsheet, you can walk through all cells • Different field types possible • Attention: After creating a field you cannot edit the type anymore Quickr 8.5 – Training

  15. Lists (II) • Import data from a file • If a list already exists, the file must have the same structure • The first line is used as headings • Different import and export opportunities • Microsoft Excel (.xls) • Comma-Separated Values (.csv) • Lotus Symphony Spreadsheet (.ods) • Restricted access possible • Folder and list ACLs can be enabled / disabled in general per place (Customize > Basics) or server • Attention: When using connectors lists are not displayed Quickr 8.5 – Training

  16. Forums – Discussions • Place members can create discussion topics and responses • Responses will be displayed in a hierarchical way • A discussion entry can contain text content and file attachments Quickr 8.5 – Training

  17. Versioning – Browser • When checking in with a browser you have to check if you want to create a new version • In the versions tab you get an overview of all existing versions of a document • You can easily restore old versions or download old attachments Quickr 8.5 – Training

  18. Versioning – Connector • When checking in with a connector you have to right click on the link and choose “Versions…”. In the opening window click New • In the versions window you get an overview of all existing versions of a document • You can easily restore old versions Quickr 8.5 – Training

  19. Trash (I) • Folders or Documents can be moved to the trash • The documents are not deleted immediately, emptying the trash deletes them permanently • To delete a list, open it and choose Actions >  “Move to Trash” or click on the small triangle symbol next to the list name in the document view and choose “Move to Trash” Quickr 8.5 – Training

  20. Trash (II) • In the trash, you can restore some or all documents, delete individual documents or empty the whole trash • Manager and Owners can restore all documents • Authors and Editors can only see and restore the documents they themselves have moved to the trash Quickr 8.5 – Training

  21. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  22. Room or folder • A room is more “independent” of the actual place • Appearance can be customized • Separate Calendar / Index / Trash / Tasks • Separate member list • Own forms • Folders offer a quick access-protected access to content • Folder and list ACLs can be enabled / disabled in general per place (Customize > Basics) or server Quickr 8.5 – Training

  23. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  24. Using the Quickr tasks • The task functionality in Quickr allows place members to create tasks • Tasks have the following attributes: • Priority • Assigned place member • Start date / Due date • An email information will be sent to the assigned member • The tasks are presented using a Gantt chart Quickr 8.5 – Training

  25. Using the Quickr calendar • The integrated Quickr calendar allows place membersto fix meetings, all-day events etc. • If enabled in the place settings, a calendar invitation email will be sent to the place members • A place member can enable or disable the subscription of calendar invitations in his profile Quickr 8.5 – Training

  26. Calendar add in the personal calendar • Open the calendar of your Place and click on “Add to Personal Calendar” • Copy the displayed URL • Open your Lotus Notes calendar and add the calendar by using “Add a Calendar” in the left menu • Important: You need, at least, the email template 8.5.2. If the function is not available, please contact your local hotline. Quickr 8.5 – Training

  27. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  28. Member management (I) • Each place contains a member management area (“Members”) • For all Place members Quickr stores an user profile with the following attributes: • User name • Role • Email-address • Phone number • These attributes (except roles) are not editable in Lotus Quickr! Quickr 8.5 – Training

  29. Member management (II) • New Place members are added using the members search • The members search allows the place owner to search, add new place members and assign roles to them • Attention: The members search only finds a user if the search input starts with the first name e.g. “John Doe” Quickr 8.5 – Training

  30. Member management (III) • User roles inside a Quickr Place: Quickr 8.5 – Training

  31. Creation of external members • By default it is only possible to add Fresenius internal persons as members of a Quickr Place • If the Place requires the access of external non Fresenius persons, without having access to another Place, the Place owner has to create them first • Place owners can create external members in the “External Users Management Tool”:https://projects.fresenius.de/ExtUserCreation.nsf • Enter all required field (*) and click “Create User” • After a check, the login credentials are sent via an email to the external user Quickr 8.5 – Training

  32. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  33. Lotus Quickr Connectors (I) • Quickr Connectors make it possible to access a place with the Windows Explorer, simply like a network share, without having to use a browser • Additional functions like check-in and check-out of documents are available • Import: Please remember to check-in documents created using a connector • Please note the published document “Quickr 8.5 – Connectors Installation” • Installation via “Empirum Software-Depot” or via the left menu of the Quickr Hompeage or bottom menu of all Quickr Places Quickr 8.5 – Training

  34. Lotus Quickr Connectors (II) • On the first usage the Quickr Connectors need a simple configuration • Server: https://projects.fresenius.de or http://collaboration.hg.fresenius.de • User-ID: Lotus Notes user name • Password: Proxy- / Internet-Password Quickr 8.5 – Training

  35. Lotus Quickr Connectors (III) • A Place can be added to the connector using both a browser or Windows Explorer Quickr 8.5 – Training

  36. Lotus Quickr Connectors (IV) • A new document can be added to the Place using drag and drop • To create a completely new document, right click and, in the opening menu, click New Quickr 8.5 – Training

  37. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  38. Configuration of a Place newsletter • The newsletter email informs the place members about new and modified content and documents inside the place • Daily or weekly newsletter email • By default the weekly newsletter email is enabled. The newsletter configuration options are stored in Customize > Basics • In his profile each place member is able to activate or deactivate the newsletter himself Quickr 8.5 – Training

  39. Creation of an own content type • The place owner is able to create customized forms in the area Customize > Forms • Fields can be added using different field types • A form can have a workflow for a review of the created content using the form Quickr 8.5 – Training

  40. Customising options of a Quickr place • The place is customizable by the place owner and manager. The appearance and functions of the place can be changed in Customize • Basics • Activation and deactivation of menu items (Calendar, Tasks, Members etc) • Logo and Theme-Selection • Java / ActiveX activation and deactivation • Notification options • Creation and management of own forms • PlaceBots for data processing (This requires programming skills!) Quickr 8.5 – Training

  41. Miscellaneous • Each Folder generates a RSS/ATOM Feed, but which is only usable with a Lotus Notes 8 client installation • The “What’s New” area in Room Actions or Place Actions > “What’s new”display the last changes on content and documents at a glance (similar to the newsletter) Quickr 8.5 – Training

  42. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  43. Tips (I) • In your Internet browser add the URLs https://projects.fresenius.de and http://collaboration.hg.fresenius.deto the list of trusted sites • Activate Java, JavaScript and ActiveX in your web browser • Deactivate each kind of add and pop-up blocker for the Quickr URLs above • Deactivate Yahoo-, Google-Toolbar etc. • Use the latest browser version Quickr 8.5 – Training

  44. Tips (II) • Create documents and folders on the first level of navigation only using Quickr web access, do not use connectors • Use the internal Quickr navigation and not the navigation of your Internet Browser, especially when checking documents in and out Quickr 8.5 – Training

  45. Agenda Introduction to Lotus Quickr Working with content & documents Room or Folder Using the task & calendar functions Quickr user management Quickr Connectors Advanced Quickr functions Tips & Tricks Questions & Answers Quickr 8.5 – Training

  46. Questions & Answers Thank you for your kind attention! Dr. Frank J. Albus IBM Certfied Application Developer – Lotus Notes and Domino Fresenius Netcare GmbH Collaboration Services frank.albus@fresenius-netcare.com +49 (6172) 608 - 7584 Quickr 8.5 – Training

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