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LotusLive iNotes
User's Guide
LotusLive iNotes
LotusLive iNotes
User's Guide
Note
Before using this information and the product it supports, read the information in Notices on page 55.
Notice
This edition applies to IBM LotusLive iNotes and to all subsequent releases and modifications until otherwise
indicated in new editions.
Copyright IBM Corporation 2010, 2011.
US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
iNotes
Learn about your account settings, managing email, and working with your
calendar.
New to iNotes?
Watch a video to learn how to import contact information into iNotes.
Watch a video to learn how to import calendar events into iNotes.
Recent updates
Find out what features have been added since the last update.
Use iNotes
Your account settings
Your account is set up by an account administrator with your email address
and user role, which you cannot change. You can edit your name, password,
and language.
Personal settings
Your account settings are described below:
Name The user name that is displayed in IBM LotusLive iNotes.
E-mail address
The email address associated with your account. You cannot change
this setting.
Role
The access level for your account. You cannot change this setting.
Password
The password for your IBM LotusLive iNotes account.
Localization
The language selection for your account.
The language you select for Localization determines whether a 12 hour clock
or 24 hour clock is displayed in your calendar. For example, if you select
English, a 12 hour clock is displayed. If you select Japanese, a 24 hour clock
is displayed.
Procedure
1. Log out when you have finished reading your email.
2. After you log out, close the browser window. Closing the browser
window, or manually clearing the browser cache, ensures that all
session-specific information is cleared from the browser cache.
3. Do not write down or share your password.
Procedure
1. Access the link https://mail-usw.lotuslive.com/mobile/dav. If you have
not logged in before, you must provide your LotusLive ID and password.
This ID and password might be different from your LotusLive iNotes ID
and password.
2. Tap Log In. The LotusLive iNotes Apple iOS device setup - Set up your
email, contacts and calendar on your Apple iOS device page is
displayed. This page allows you to install a profile on your iOS device that
provides access to:
v Your email via IMAP
v Your contacts via CardDAV
v Your calendar via CalDAV
3. Select Start. Because the profile is not signed, you are prompted to confirm
the installation by selecting Install > Install Now. If you have a password
for your iPhone, enter that password in order to continue.
4. Enter your iNotes password 3 times to validate your access to the IMAP,
CardDAV, and CalDAV accounts in the iNotes system. Select Next in the
upper corner to continue.
5. When the installation is complete, select Done. The device setup page is
again displayed. Exit to the main iOS menu to begin using your LotusLive
iNotes email, contacts, and calendar functions on your iPhone.
What to do next
The name of the profile is LotusLive iNotes Profile. It can be found on your
iPhone by tapping Settings > General > Profile. Select More Details to see
the name of your accounts on your iPhone.
Corporate contacts
Your corporate directory is a company address book that contains all contact
information about the employees. The corporate directory is made available
and is maintained by your account administrator. When you select the
corporate directory, you see all employees if the corporate directory facilities
are available. To send a message to one or more employees in the corporate
directory, select the check box for each of those employees and select Send
message.
The number of corporate contacts that you can store varies. For more
information about the number of corporate contacts that you can store, contact
your account administrator.
iNotes
Procedure
1. Navigate to Preferences.
2. Select Display under Contacts.
3. In the Contacts per page field, select the number of contacts that you want
to view per page.
4. In the Name display order field, specify how you want to display contact
name information.
5. Select Save.
Procedure
1. To
a.
b.
c.
add a contact:
Navigate to Contacts.
Select New contact.
Enter a maximum of 255 characters for each of the following fields:
Given Name, Surname, Job Title, Department, Company, Street, City,
State/Region, Post code and Country. Some devices allow you to enter
more than 255 characters in these fields. If you enter more than 255
characters in any of these fields, no error message is displayed but the
contact information is not saved.
d. Enter values in the E-mail and Phone fields. Values are needed in the
Name and E-mail fields for user information to be available when
using the type-ahead feature for searching.
e. Optional: When adding information for the Notes field, enter a
maximum of 65535 characters.
f. Select Save to save the new contact. You are prompted to send a
message, edit, or delete the contact information that you just added.
2. Optional: To edit contact information:
a. Navigate to Contacts.
b. Select the name or email address of the contact that you want to edit.
c. Select Edit and enter your changes.
d. Select Save.
3. Optional: To delete contact information:
a.
b.
c.
d.
Navigate to Contacts.
Select the check box for the contacts that you want to delete.
Select Delete.
Select OK. The contacts are permanently deleted from your contact list.
iNotes
Procedure
1. Navigate to Contacts > My contacts.
2. Select Import contacts.
3. Select Browse to navigate to the .csv or .vcf file that you used to store
your contacts.
4. After you select the file, select Import.
Results
A status message indicates that the contacts are being imported. The import
process can take more than several minutes. During the import process, you
can use other IBM LotusLive iNotes features.
Related tasks
Merging multiple vCard (VCF) files on page 7
If you have multiple vCard files that you want to use to import contact
information, you can merge them into one .vcf file.
Procedure
1. Select Settings > Mail, Contacts, Calendars > Add account... > Other >
Add CardDAV Account.
2. Enter the following information:
a. Server carddav-usw.mail.lotuslive.com
b. User name Your LotusLive iNotes email address For example,
ibm@ocsmail.lotuslive.com
c. Password Your password
d. Description A description of your account
3. Select Next. When the connection with the server is established, a new
Advanced settings tab is displayed.
4. In the Advanced settings tab, enter the following information:
a. Use SSL Select ON.
b. Port: 443
5. Select Done. No message is displayed for a successful connection.
What to do next
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Procedure
1. Copy all .vcf files that you plan to merge into the same directory.
2. Navigate to the directory where you have stored the .vcf files.
3. Enter the following command: COPY *.vcf oneFile.vcf. Import the
merged contact information in oneFile.vcf.
iNotes
Related tasks
Importing personal contacts on page 5
You can import personal contacts from a comma-separated value (csv) file,
vCard (VCF) file or any file name without a file extension, for example,
testfile. The import process accepts files that are 10 MB or less. You cannot
update contacts listed in the corporate directory.
Procedure
1. Navigate to Contacts.
2. Select Groups > New group.
3. Enter a group name.
4. To add a group member, enter an email address in the Add member here
field and then select Add member.
5. Optional: To remove a group member, click the X icon on the same row as
the group member.
6. Click Save to save changes for a group. If you attempt to navigate to
another page without saving your changes, a message is displayed that
prompts you to save your changes.
What to do next
To
1.
2.
3.
4. Select Edit. The group details page is displayed. You can edit the group or
delete the group as follows:
v To edit the personal group details, enter your changes and select Save.
v To delete the personal group, select Delete Group and then select OK to
confirm the delete action.
Searching contacts
You can search contact information in My contacts, Corporate directory, or
All contacts.
Procedure
1. Navigate to Contacts.
2. Select the set of contacts that you want to search.
3. Enter your search criteria in the search field. Find Contact is displayed in
the search field before you enter your search criteria.
Results
The search function displays a list of all contacts matching your search
criteria. If no contacts match your criteria, No contacts matched your search
is displayed.
iNotes
Procedure
1. Depending on your mail program, the steps required to set up an LDAP
directory connection vary. Contact the customer support team for your
email program for assistance.
2. When searching contact information using an LDAP directory connection,
the given name and surname fields must not be empty, or errors might
occur. Add at least one blank character to these fields if needed.
10
All email that you have sent, as long as your preferences are set to
save all email when it is sent. This setting is the default preferences
setting.
All deleted email. You must empty your Trash folder to permanently
delete its contents.
The Manage folders window allows you to rename or delete a folder. When
you delete a folder, all the contents of the folder are also permanently deleted.
The Quota usage indicator displays the storage space currently in use for
your email and attachments in your email account. Quota usage includes
email in your Spam and Trash folders. This value cannot exceed 25 GB. If you
exceed your storage space, you cannot receive email. All incoming email is
returned to the sender with a message that explains your mailbox is full and
the email cannot be delivered.
Tip: Email that you delete is automatically moved to your Trash folder. To
recover space for messages, periodically empty your Trash folder.
Note:
v To protect your account against abuse, only 5000 new emails can be
received while you are not logged in to your account. Additional email is
returned to the sender until you log in to your account again.
v For information about Known Issues with displaying emails in different
languages, refer to the Known Issues document on the wiki at
http://www.lotus.com/ldd/bhwiki.nsf/dx/LotusLive_Known_Issues#Mail.
v A high priority message is indicated with an exclamation point displayed to
the left of the email subject.
v The size of an incoming email cannot exceed 40 MB.
iNotes
11
Procedure
1. Navigate to Preferences.
2. Select Basics.
a. Select Mail display to specify the number of email to be displayed on
each page and to specify the sorting option for your email: Newest on
bottom or Newest on top.
b. Select Reading to specify what happens when you move or delete an
email; Go to the next message or Go back to original folder. Image
blocking blocks all images in your incoming email.
c. Select Sending to save a copy of all sent email. If you do not want to
save all sent email, but want to keep a copy of some messages, use the
Bcc field to send a copy to yourself. You can also specify whether to
include the email history when replying to an email.
d. Use the mail server information displayed in the Mail server settings
section to set up IMAP, POP, or SMTP authentication. See Configuring
IMAP and POP access for more information.
e. Select Save.
3. Select Add address to specify an additional email address to use when
sending email.
12
Creating a folder
To help organize email, you can add, rename, and delete folders. You can
drag an individual email into a different folder.
Procedure
1. Navigate to Mail.
2. Select Add a folder.
3. Enter a folder name, and select OK.
Viewing an attachment
When you open an email with one or more attachments, a list of them is
displayed in the email.
13
Procedure
1. Navigate to Mail.
2. Select Inbox.
3. Select the email that you want to open. A list of attachments is displayed
in the message.
v To view an attachment in the email, select the attachment that you want
to view.
v To download an attachment, right-click the attachment and follow the
instructions for your computer or mobile device.
Sending email
You can send email from your contact list or from your Mail folder. If you
send an email to a recipient who is not in your contact list, you are given the
option to add the recipient to your contact list.
14
Procedure
1. Select how to send an email:
v Use contacts from your contact list:
a. Navigate to Contacts.
b. Select the contact list that contains the users to whom you want to
send an email. Select the check box next to all contacts to whom you
want to send an email.
c. To send an email to a personal group, select Groups. On the Groups
page, select the check boxes next to the groups that you want to
include.
d. Select Send message. The New message page is displayed. The
email addresses of all users or group members that you selected are
added into the To field.
v Send an email directly from your Mail folder:
a. Navigate to Mail.
b. Select New message. The New message page is displayed.
c. Enter the email addresses for all recipients in the To field.
2. Optional: Use the cc or bcc field to specify users or a group to whom you
want to send a carbon copy or blind carbon copy of the email. You can
enter the first few characters of the user or group name and select an item
from the automated suggestion list. If you select a group, the email
addresses of all group members are added into the cc or bcc field.
3. Optional: Select Find files to attach a file. A window is displayed that
prompts you to find the file and upload it.
4. Optional: Select High priority to send the email as high priority.
5. Type the text for the email. For information about Known Issues with
various browsers and the Rich Text Editor, refer to the Known Issues
document on the wiki at http://www.lotus.com/ldd/bhwiki.nsf/dx/
LotusLive_Known_Issues#Mail.
6. Select Send.
Flagging email
You can activate a visual indicator, or flag, that reminds you to follow up on
an email. Flags are for your personal use; other users cannot view your flags.
iNotes
15
Procedure
1. To flag an email, navigate to the folder that contains the messages that you
want to flag.
2. Select the Flag icon next to each email that you want to flag. Or, you can
flag or unflag multiple messages at the same time by using the message
check boxes, and then selecting Flag or Remove flag from the More
actions menu.
3. When reading an email, you can select the Flag icon next to the subject at
the top of the message.
4. Optional: To clear the flag for a message, click the Flag icon again.
Procedure
1. Navigate to Trash.
2. Select the email that you want to restore.
3. Select More actions > Inbox.
4. Navigate to Inbox. Verify that the email has been restored.
16
Procedure
1.
2.
3.
4.
Navigate to Preferences.
Select Out-of-Office.
In the Subject field, enter the title text for your automated reply message.
Enter your departure date in the Leaving field.
What to do next
To manually disable your out-of-office notification, select Off for
Out-of-Office notification.
Procedure
1. Navigate to Preferences.
2. Select Add address.
3. In the Send mail from another address window, select Add address.
4. In the Name field, enter the additional email address. Select Save.
Results
The alternate email address is now the default email address, and is the email
address that is used when you send email.
What to do next
To activate your IBM LotusLive iNotes email address to be the default email
address and used when you send email:
1. Navigate to Preferences.
2. Select Add address.
iNotes
17
3. In the Send mail from another address window, select Activate next to
your IBM LotusLive iNotes email address.
18
iNotes
19
v Your incoming and outgoing mail servers require the use of a user name
and password to successfully send and receive email.
v If requested by the email client, select any check boxes pertaining to
incoming and outgoing mail servers requiring authentication. Also, make
sure that you use the same settings for the incoming and outgoing mail
servers. If not, you might not be able to send or receive email.
v SSL must be on.
v The speed of your Internet connection affects the time required when
setting up IMAP or POP.
v IMAP is the preferred protocol. If IMAP is not available, use POP.
v When accessing your email through IMAP, the maximum length of a folder
name is 255 characters and there is a maximum of five levels of folders.
Non-ASCII characters in a folder name are encoded using base64 with
UTF-7.
If your device or email client is not listed below, see the Other email clients
topic for general instructions or contact your account administrator or email
provider for assistance.
iPhone or iPad
To set up your IBM LotusLive iNotes mail account on your iPhone or iPad
using IMAP, POP, or SMTP access, complete the steps in this topic. IMAP is
the preferred protocol.
Procedure
1. If this is the first email account on your device, tap Mail. Otherwise, tap
Settings > Mail, Contacts, Calendars > Add Account. Tap Other.
2. Tap Add Mail Account.
3. Tap the Name field and enter your full name.
4. Tap the Address field and enter your email address. If you enter an
incomplete or incorrect email address, a message is displayed.
5. Tap the Password field and enter your account password. Tap Save.
6. Enter the settings information for the protocol that you selected. Contact
your account administrator for the value needed for yoursiteID.
v For IMAP, tap IMAP. Enter your incoming IMAP mail server name. Your
server name has the same ending as your email address. For example,
yoursiteID-imap.mail.lotuslive.com. Enter 993 for the port number.
v For POP3, tap POP. Enter your incoming POP mail server name. Your
server name has the same ending as your email address. For example,
yoursiteID-pop.mail.lotuslive.com. Enter 995 for the port number.
7. Enter your email address and your password.
20
8. In the Outgoing Mail Server Host Name field, enter your outgoing SMTP
mail server name. For example, yoursiteID-smtp.mail.lotuslive.com. Enter
465 for the port number.
9. Enter your email address and password. Tap Save.
What to do next
You can now access your email using your iPhone or iPad.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Apple Mail 4.0
To set up IMAP, POP, or SMTP access for Apple Mail 4.0, complete the steps
in this topic. IMAP is the preferred protocol.
Procedure
1. Select Mail > Preferences and select the Accounts tab.
2. Select + to add a new account.
3. In the Full Name field, enter your name.
4. In the Email Address field, enter your email address.
5. In the Password field, enter your password.
6. In the Account Type field, select IMAP or POP from the list.
7. In the Description field, enter a description for the incoming mail server
setup.
8. Enter the settings information for the protocol that you selected: Contact
your account administrator for the value needed for yoursiteID.
v For IMAP, enter your incoming IMAP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-imap.mail.lotuslive.com. Specify 993 for the port number.
v For POP3, enter your incoming POP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-pop.mail.lotuslive.com. Specify 995 for the port number.
9. In the Username field, enter your email address.
10. In the Password field, enter your password.
11. In the Description field, enter a description for the outgoing mail server
setup.
12. In the Outgoing Mail Server field, enter your outgoing SMTP server
name. For example, yoursiteID-smtp.mail.lotuslive.com.. Specify 465 for
the port number.
13. Select Use Authentication.
iNotes
21
14. Verify your Username and Password values and select Next.
15. Select Create. Verify your information in the Account Summary fields.
16. To verify your IMAP or POP settings after you have configured your
email client, select Mail > Preferences and then select the Accounts tab.
To display your port number information, select the Advanced tab.
What to do next
You can now access your email using Apple Mail 4.0.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Outlook 2003
To set up IMAP, POP, or SMTP access for Microsoft Outlook 2003, complete
the steps in this topic. IMAP is the preferred protocol. After setting up IMAP,
POP, and SMTP access, you can migrate your Microsoft Outlook 2003 email.
Procedure
1. Open Outlook 2003.
2.
3.
4.
5.
6. Enter the settings information for the protocol that you selected. Contact
your account administrator for the value needed for yoursiteID.
v For IMAP, enter your incoming IMAP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-imap.mail.lotuslive.com.
v For POP3, enter your incoming POP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-pop.mail.lotuslive.com.
7. In the Outgoing mail server (SMTP) field, enter your outgoing SMTP
server name. For example, yoursiteID-smtp.mail.lotuslive.com.
22
8. In the User Name and Password fields, enter your email address and
password.
9. Select More Settings and then select the Outgoing Server tab.
10. Select My outgoing server (SMTP) requires authentication and select
Use same settings as my incoming mail server.
11. Click the Advanced tab.
v For IMAP, select This server requires an encrypted connection (SSL)
in the Incoming Server (IMAP) field. Also, enter 993 in the Incoming
server (IMAP) field.
12.
13.
14.
15.
What to do next
You can now access your IBM LotusLive iNotes email using Microsoft
Outlook 2003.
If you selected IMAP and you want to migrate your Outlook email to IBM
LotusLive iNotes, complete the following steps:
Note:
v Your email folder selection determines how much content in the .pst file is
copied to this migration location. The folder that you use for migrating
your Outlook email must be a different personal folder from the IBM
LotusLive iNotes Inbox.
v Migrating the contents of a folder with a large amount of data can take
some time.
iNotes
23
1. Create a .pst file that contains the Outlook email that you want to migrate
to IBM LotusLive iNotes.
2. From the Outlook Inbox menu, select File > Import and Export.
3. In the Import and Export Wizard window, select Import from another
program or file. Select Next.
4. In the Import a File window, select Personal Folder File (.pst). Select
Next.
5. Locate the .pst file that you want to import and select the importing
option that you want to use. Select Next.
6. Select a folder for migration. Select Finish.
7. Right-click the Outlook folder that you want to migrate. Select Copy
"foldername". Repeat this step for all Outlook folders that you want to
migrate.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Outlook 2007
To set up IMAP, POP, or SMTP access for Microsoft Outlook 2007, complete
the steps in this topic. IMAP is the preferred protocol. After setting up IMAP,
POP, and SMTP access, you can change the location where your sent email is
saved.
Procedure
1. Open Outlook 2007.
2. For a new setup, select Do not upgrade and then select Yes.
3. In the Your Name field, enter your name as you want it displayed in the
From field of outgoing email. In the E-mail Address field, enter your
email address.
4. In the Password field, enter your password.
5. Select Manually configure server settings or additional server types .
6. Select Internet E-mail Settings.
7. In the Your Name field, enter your name as you want it displayed in the
From field of outgoing email. In the E-mail Address field, enter your
email address.
8. From the Account Type menu, select IMAP or POP.
9. Enter the settings information for the protocol that you selected. Contact
your account administrator for the value needed for yoursiteID.
v For IMAP, enter your incoming IMAP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-imap.mail.lotuslive.com.
24
v For POP3, enter your incoming POP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-pop.mail.lotuslive.com.
10. In the Outgoing mail server (SMTP) field, enter your outgoing SMTP
server name. For example, yoursiteID-smtp.mail.lotuslive.com.
11. In the User Name field, enter your email address. Select Next.
12. Select Tools > Options > Mail Setup.
13. Under Email Accounts, select E-mail Accounts.
14. Select an account, and select Change above the list of accounts.
15. Select More Settings, and then select the Advanced tab.
16. Enter the settings information for the protocol that you selected:
v For IMAP, in the Incoming server (IMAP) field, enter 993, and select
SSL in the Use the following type of encrypted connection field.
v For POP3, In the Incoming server (POP) field, enter 995, and select
SSL in the Use the following type of encrypted connection field.
17. In the Outgoing server (SMTP) field, enter 587.
18. Select the Outgoing Server tab. Make sure that My outgoing server
(SMTP) requires authentication is selected. Select Use same settings as
my incoming mail server.
19. Select OK > Next > Finish > Close > OK.
What to do next
You can now access your email using Microsoft Outlook 2007.
To change where sent email is saved when using an IMAP email account,
complete the following steps:
1. In the Account Properties window, select the IMAP tab.
2. Select Store special folders on IMAP server.
3. Enter SENT in the Sent Items path field.
4. Enter Drafts in the Drafts path field if you want to change where draft
emails are saved.
5. Click OK.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Outlook Express
To set up IMAP, POP, or SMTP access for Outlook Express, complete the steps
in this topic. IMAP is the preferred protocol. After setting up IMAP, POP, and
SMTP access, you can change the location where your sent email is saved.
iNotes
25
Procedure
1.
2.
3.
4.
5. In the Email address field, enter your full email address. Select Next.
6. From the My incoming mail server is a ______ server menu, select
IMAP or POP.
7. Enter the settings information for the protocol that you selected. Contact
your account administrator for the value needed for yoursiteID.
v For IMAP, enter your incoming IMAP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-imap.mail.lotuslive.com.
v For POP3, enter your incoming POP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-pop.mail.lotuslive.com.
8. In the Outgoing mail (SMTP) server field, enter your outgoing SMTP
server name. For example, yoursiteID-smtp.mail.lotuslive.com. Select
Next.
9. In the Account name and Password fields, enter your email address and
password. Select Next.
10. Select Finish.
11. Highlight the information that is displayed for Account and select
Properties.
12. Select the Advanced tab.
13. In the Outgoing server (SMTP) field, enter 465. Select This server
requires a secure connection (SSL).
14. Enter the settings information for the protocol that you selected:
v For IMAP, under the Incoming mail (IMAP) field, select This server
requires a secure connection (SSL). The value in the Incoming mail
(IMAP) field changes to 993.
v For POP3, under the Incoming mail (POP) field, select This server
requires a secure connection (SSL). The value in the Incoming mail
(POP) field changes to 995.
15. Select the Servers tab, and select My server requires authentication.
Select OK.
What to do next
You can now access your email using Outlook Express.
26
To change where sent email is saved when using an IMAP email account,
complete the following steps:
1. In the Account Properties window, select the IMAP tab.
2. Select Store special folders on IMAP server.
3. Enter SENT in the Sent Items path field.
4. Enter Drafts in the Drafts path field if you want to change where draft
emails are saved.
5. Click OK.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Outlook 2010
To set up IMAP, POP, or SMTP access for Microsoft Outlook 2010, complete
the steps in this topic. IMAP is the preferred protocol.
Procedure
1. Open Outlook 2010. If this is the first time you have started Outlook
2010, select Next in the Microsoft Outlook 2010 Startup window.
2. In the Account Configuration window, select Yes in the Would you like
to configure an email account? field. Select Next.
3. If you have another email account or you have completed the Outlook
2010 startup settings procedures previously, select the File tab.
4. Select Info > Account Information > Account Settings > Add Account.
5. In the Add New Account window, select Manually configure server
settings or additional server types and select Next.
6. Select Internet E-mail and select Next.
7. In the Your Name field, enter your name as you want it displayed in the
From field of outgoing email. In the E-mail Address field, enter your
email address.
8. From the Account Type menu, select IMAP or POP.
9. Enter the settings information for the protocol that you selected. Contact
your account administrator for the value needed for yoursiteID.
v For IMAP, enter your incoming IMAP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-imap.mail.lotuslive.com.
v For POP3, enter your incoming POP mail server name. Your server
name has the same ending as your email address. For example,
yoursiteID-pop.mail.lotuslive.com.
10. In the Outgoing mail server (SMTP) field, enter your outgoing SMTP
server name. For example, yoursiteID-smtp.mail.lotuslive.com.
iNotes
27
11.
12.
13.
14.
16. In the Outgoing server (SMTP) field, enter 465 and specify SSL in the
Use the following type of encrypted connection list. Select OK > Finish.
17. In the Add New Account window, select Test Account Settings. If there
are any errors, go back and verify all the information that you entered.
Select OK > Finish.
What to do next
You can now access your email using Outlook Express.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Thunderbird
To set up IMAP, POP, or SMTP access for Thunderbird Version 3 or later,
complete the steps in this topic. IMAP is the preferred protocol. After setting
up IMAP, POP, and SMTP access, you can migrate your Thunderbird email.
Procedure
1. Open Thunderbird.
2. Select the Tools menu and select Account Settings.
3.
4.
5.
6.
7.
28
What to do next
You can now access your email using Thunderbird.
If you selected IMAP and you want to migrate your Thunderbird email to
IBM LotusLive iNotes, complete the following steps:
1. From the Thunderbird Inbox, select File > Get New Messages for > Your
incoming IMAP server information. The first time that you connect, you
are prompted to enter your user name and password. The Thunderbird
email program attempts to migrate all folders on the server. If there is a
large amount of data to be migrated, this process can take some time.
2. If not all folders are displayed after the migration completes, you can
migrate individual folders using the following steps:
a. From the Thunderbird Inbox, select File > Subscribe.
b. Select the folders that you want to migrate and display.
c. Select Subscribe > OK. If there is a large amount of data to be
migrated, this process can take some time.
3. From the Thunderbird Inbox, select Get Mail. The Thunderbird Inbox
should contain the email and folders that you want to use.
4. Log on to your IBM LotusLive iNotes account. The Inbox folder should
contain no email.
5. Drag folders from Thunderbird to your IBM LotusLive iNotes account.
iNotes
29
6. The folders migrated to your IBM LotusLive iNotes account are displayed.
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Other email clients
Follow the instructions in this topic to set up IMAP, POP, or SMTP access for
other email clients. If you have problems, or need information for another
email program, contact that email client customer support team.
Procedure
Contact your account administrator for the value needed for yoursiteID.
1. Specify the Incoming Mail (IMAP) Server. For example,
yoursiteID-imap.mail.lotuslive.com. Specify SSL. Specify 993 for the port
number.
2. Specify the Incoming Mail (POP) Server. For example,
yoursiteID-pop.mail.lotuslive.com. Specify SSL. Specify 995 for the port
number.
3. Specify the Outgoing Mail (SMTP) Server. For example,
yoursiteID-smtp.mail.lotuslive.com. Use Authentication. Specify 465 for
the port number.
4. Specify your Email Address, which is your LotusLive email address.
5. Specify your Password.
What to do next
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Searching email
You can search your email in different ways by entering various search
criteria.
30
If you have Full-text search capabilities, then you can also perform Fuzzy,
Wildcard, and Date range searches. Details about these search capabilities are
provided in the Email search criteria help topic.
Procedure
1. If you have Basic-text search capabilities:
a. Navigate to Mail and select a folder. Only the folder you select is
searched.
b. Enter a search string in the field next to Preferences. The search string
has a maximum length of 1000 characters, but there is no limit for
length of each individual keyword.
c. Select the search icon next to the search string field. The current folder
is searched for the contents of your search string, and the results are
displayed on one page.
d. To search the Spam or Trash folder, select the Spam or Trash folder
and enter search criteria in the search field. Only the folder that you
selected is searched.
2. If you have Full-text search capabilities:
a. Navigate to Mail.
Enter a search string in the field next to Preferences. There is no limit
for the total length of the search string. Each individual keyword in the
search string has a maximum length of 255 characters.
c. Select the search icon next to the search string field. All folders, except
the Spam and Trash folders, are searched for the contents of your
search string, and the results are displayed on one page.
b.
d. To search the Spam or Trash folder, select the Spam or Trash folder
and enter search criteria in the search field. Only the folder that you
selected is searched. Search 'Spam' or Search 'Trash' is displayed in
the search field before you enter your search criteria.
Results
The search function returns a list of all email matched by the search query. If
no email messages are matched, No messages matched your search is
displayed.
What to do next
By default, email search results are sorted by date in descending order. You
can specify either the Sender, Subject, or Date field to use for the sort.
To change how search results are ordered:
iNotes
31
1. Select the icon next to the Sender, Subject, or Date field. The icon that
you select specifies the field to be used for sorting search results.
2. For the field you specified, select the top icon to sort in ascending order or
the bottom icon to sort in descending order.
Search criteria
Text searching
Depending on when your IBM LotusLive iNotes account was set up,
you have either the Full-text search capabilities or the Basic-text search
capabilities.
v Full-text search capabilities include searching the following:
To
From
Cc
Bcc
Subject
Mail content, including the content of attachments in the
supported file formats:
- Microsoft Word (.doc and .dot) when Shift-JIS encoding is not
used.
- Rich text format (.rtf)
- OpenDocument v1.0: Text document (*.odt)
- OpenDocument v1.0: Global Text document (*.otm)
- OpenDocument v1.0: Text document used as a template for
HTML documents (*.oth)
- Office Open XML Document (*.docx)
- Plain text (*.txt and *.text)
For a Full-text search, the first characters of your search argument
cannot contain symbols and punctuation characters. The search
engine ignores the following list of symbols and punctuation
characters as the first characters of the search argument until you
reach a valid character:
&
|
!
32
^ (carat)
~
- (hyphen)
%
?
:
For example, if you enter %?&te~st as search criteria, the search
engine ignores the %?& characters and uses te~st as the search
criteria.
For a Full-text search, there is no limit for the length of all the
search keywords. However, each individual keyword has a limit of
255 characters.
v Basic-text search capabilities include searching the following:
To
From
Cc
Subject
For a Basic-text search, the search string has a maximum length of
1000 characters, but there is no limit for length of each individual
keyword.
For both Full-text and Basic-text searches, the search function matches partial
words, including those words found in the middle of another word. For
example, searching for com matches dot.com, company, and welcome.
Fuzzy searching
For a fuzzy search, type a tilde (~) at the end of a word that you use
for the search criteria. For example, to search for a term similar in
spelling to roam, type the following entry in the search field: roam~.
This search query finds results like foam and roams.
You can filter the fuzzy search results by using an additional, optional
parameter. The parameter is a number, 0 - 1, that quantifies similarity.
The closer the parameter is to 1, search results with a higher similarity
are returned. For example, if you want search results that closely
match the word used for the search criteria, type the following entry
in the search field: roam~0.8
The default value for this parameter is 0.5.
Restriction: Fuzzy searching is only available if you have Full-text searching
capabilities.
iNotes
33
Wildcard searching
Single and multiple character wildcard searches within single terms,
not within phrases, are supported. To perform a single character
wildcard search, use the question mark (?). To perform a multiple
character wildcard search, use the asterisk (*). You cannot use a
question mark or asterisk as the first character of a search entry.
The single character wildcard search looks for terms that match with
the single character that is replaced. For example, to search for term
or team, type the following entry in the search field: te?m.
Multiple character wildcard searches look for 0 or more characters.
For example, to search for term, terms, or terminology, type the
following entry in the search field: term*.
You can also use the wildcard character for a search in the middle of a
term. For example, t*m.
Restriction: Wildcard searching is only available if you have Full-text
searching capabilities.
Boolean operators
You can use Boolean operators to combine search terms with logic
operators. This search tool supports AND, plus sign (+), OR, NOT,
and minus sign (-) as Boolean operators. When you use Boolean
operators, capitalize all letters in the Boolean operator. For example:
AND
34
OR
AND
NOT
Like the NOT operator, the (-) operator indicates that the
search criteria that are typed after the minus sign (-) is
excluded from the results that are returned.
For example, to search for documents that contain search
terminology, but not accurate results, type the following entry
in the search field: "search terminology" -"accurate
results".
iNotes
35
Procedure
To create a filtering rule for your incoming email, complete the following
steps:
1. Navigate to Preferences.
2. Select Rules.
3. Select Create rule.
4. Enter a name for the new rule in the Create Rule field. The rule name
must consist of no more than 100 ASCII or non-ASCII characters. Rule
names are sorted using ASCII values. International Components for
Unicode (ICU) tables are not used.
5. Enter text in the Subject, To or Cc and From fields that you want to use
as criteria to identify incoming email.
v The Subject, To or CC and the From fields must consist of no more
than 100 characters.
v If you enter comma-separated email addresses in the To or Cc or the
From field, the filter operation attempts to match the exact string of
incoming email addresses to the string specified in the rule. If you want
to filter email from multiple email addresses, you must create multiple
rules, with each email address specified in a separate rule.
6. In the Perform the following actions section, select the action that you
want taken for the email that meets your criteria. You can enter up to five
email addresses in the Forward a copy to field. If you must add more than
five, contact your account administrator.
7. Select Save.
Handling spam
Use the spam filter to eliminate unwanted email and save you time. The spam
filter identifies email that looks like potential spam and places it into the
Spam folder.
36
Messages identified as spam are delivered to your Spam folder, except for
email that originated from a blocked sender. Email from a blocked sender is
never delivered to you.
Email in your Spam folder are deleted after 30 days.
Procedure
1. Navigate to Preferences.
2. In the navigation area, select Spam.
v Select Add or remove safe senders to identify email addresses and
domains as safe senders. Email from safe senders is always delivered to
your Inbox folder.
v Select Add or remove safe distribution lists to create safe distribution
lists. Specifying a safe distribution list ensures that you always receive
email when you are a member of that distribution list.
Email that uses a distribution list to specify recipients might not use
your exact email address in the recipient field. If you do not specify
these types of distribution lists as safe, your spam settings might result
in these email messages being classified as spam.
v Select Add or remove blocked senders to identify email addresses or
domains from which you want to block email. Email from addresses
you have blocked are never delivered to you.
v The Spam Detection filter is set to On by default. If you want all email
delivered to your Inbox, disable the spam filter by selecting Turn off.
Turning off spam detection does not affect your blocked senders list.
Spam settings specified by your account administrator might override
settings that you specify. Contact your account administrator for additional
information.
Blocking email senders
You can identify email addresses and domain names from which you want to
block incoming email. When you receive email from blocked senders, the
messages are automatically deleted and are never displayed in your Inbox.
Procedure
1. Navigate to Preferences.
2. Select Spam.
3. Select Add or remove blocked senders.
iNotes
37
What to do next
To remove an email address or domain from the list of blocked senders, select
Remove next to the item that you no longer want to block.
Marking senders and distribution lists as safe
You can identify email addresses, domain names, and distribution lists that
are safe senders of email. Identifying safe senders ensures that email is not
incorrectly routed to your Spam folder.
Procedure
To
1.
2.
3.
identify safe senders and distribution lists, perform the following steps:
Navigate to Preferences.
Select Spam.
Select Add or remove safe distribution lists.
38
Secondary calendars
You can also create multiple calendars and share them with your entire
company or with a specified group of users in your company.
Using a secondary calendars, you can:
v
v
v
v
v
v
iNotes
39
Procedure
1. Navigate to Preferences.
2. Select Display under Calendar.
3. In the Business hours starting field, specify the start time of your business
day.
4. In the Business hours duration field, specify the duration of your business
day.
5. In the Weeks start with field, specify the first day of your business week.
6. Select Save.
40
Procedure
1. Select Calendar > New Event.
2. Select the calendar that you want to use for this event.
3. In the Subject field, type the title of the event. Enter Subject text that
describes the purpose of the event.
4. In the Date and time field, select the start date and time for the event. If
the event spans the entire day, select All-day event.
5. In the Duration field, select the time duration of the event. If you specify
a Duration that is less than 5 minutes, the start time of the event is not
displayed on your calendar.
6. Optional: If you want the meeting to repeat:
a. Select Repeat and specify details about the meeting, including the
meeting frequency and when you want the meetings to end.
v The number of meeting instances cannot exceed 1 K, or 1024, and
the date range for all meeting instances cannot exceed 10 years. For
example, if you schedule a meeting that repeats daily for three
years, only the first 1024 instances of the meeting are scheduled.
v After a repeating meeting is created, you can update and create
exceptions for one or more instances of the repeating meeting.
v Updates to some fields reset attendee status, which means that all
users must respond to the updated meeting invitation if they want
to attend. See Editing a repeating meeting for more information.
b. Select Done. The Repeat field now displays information about the
meeting instances.
7. In the Invitees field, type email addresses for guests that you want to
invite to the event. Separate each email address with a comma.
8. Select Show availability to check the availability of the users in the
invitee list. The free and busy time for all users in your invitee list is
displayed. The color brown indicates that the user is busy at the specified
time and green indicates that the user is available.
9. Select Include Online Meeting link to include a link to your LotusLive
online meeting room in the calendar invitation. You must be a
subscribedLotusLive Engage user to have this feature enabled. The length
of your Description text must be short enough to allow for the length of
your meeting link information. Otherwise, your meeting link is not
included. In this case, you must shorten your Description text and then
include your meeting link.
10. In the Location field, type the place where the event is held.
11. In the Description field, type the details of the event, including
information for participants to use to dial in to the call. You can type up
to 4096 characters for single-byte character sets. For double-byte character
sets, the limit is 2048.
iNotes
41
Procedure
1. Select the calendar instance that you want to edit.
2. Select Event Details.
v If you are updating one instance of the repeating meeting:
a. Select Edit this instance. The Repeat field is not displayed when
you edit only one instance of the repeating meeting.
b. Change the Subject, Invitees, Location, or Description fields.
Changing these fields does not reset attendee status.
c. Enter updates for the Date and time and Duration fields. Attendee
status is reset and all users on the invitee list must again respond to
confirm their attendance. If you specify a Duration that is less than 5
minutes, the start time of the event is not displayed on your
calendar.
v If you are updating multiple instances of the repeating meeting:
a. Select Edit this instance and the following instances.
42
Procedure
1. Navigate to Calendar.
v For a new event:
a. Select New Event.
b. Enter information for Date and time, Duration, and Invitees.
v For an existing event:
a. Select the event title.
b. Select Event Details.
Edit the information for Date and time, Duration, and Invitees as
needed.
2. Select Show availability. Brown indicates that the invitee is busy or is
already scheduled at that time, and green indicates that the invitee is
available at the specified time.
3. You can also perform any of the following actions, and the availability
information for all users listed in the invitee list is automatically refreshed:
c.
Responding to invitations
When you receive a IBM LotusLive iNotes calendar invitation, you can reply
to the invitation or view information about the event from the email or from
iNotes
43
your calendar. If you respond to the original invitation with a Yes or Maybe,
you can change your attendance status.
Procedure
1. You can respond to an invitation that you receive from the originator of
the event from either the Mail or Calendar tab.
v To
a.
b.
c.
d.
v To
a.
b.
c.
44
What to do next
If you responded to the original invitation with Yes or Maybe, you can
change your attendance status.
1. Select the title of the event and select Event Details. The Attendance field
is displayed with the option to change your attendance status.
2. Select Edit this instance to change your attendance status for only the
specified instance.
3. Select Edit this and following to change your attendance status for the
specified instance and all future instances.
4. If you accept an invitation that is later rescheduled, an updated invitation
is displayed in your calendar with gray and underlined title text. The gray
and underlined title text indicates that a response from you is needed. You
receive an updated meeting invitation when the meeting originator
updates the Date and time, Duration, or the Repeat values in the original
invitation.
Procedure
1. Navigate to Calendar.
2. Select the calendar that contains the event for which you want to modify
detail information.
3. When you locate the event on the calendar, the name of the event is a link.
Select that link to edit the event.
4. Select Event Details.
iNotes
45
What to do next
You can display a list of users that have been sent an invitation, along with
users who have accepted, declined, or not yet responded. From the Event
Details page, select Show invitee status.
46
Procedure
Repeat the following procedure for each file containing calendar events that
you want to import:
1. Navigate to Calendar.
2. Select Import events.
3. Select Browse to navigate to the .ics file that you want to use to import
calendar events.
iNotes
47
4. After you select the file, select Import. During the import process, you can
use IBM LotusLive iNotes.
Results
If the import process requires more than a few seconds, a status message
indicates that the calendar events are being imported. The import process can
take several minutes.
Failures during the import process can occur for the following reasons:
v An event that you are trying to import contains unsupported information.
v If too many failures occur, the import process is halted.
If there are failures during the import process, check your .ics file for invalid
data or data that is not in your IBM LotusLive iNotes calendar.
48
Procedure
To set up a CalDAV account manually, complete the following steps. If you
have an iOS device and want to automatically set up a CalDAV account using
the LotusLive iNotes profile, refer to the instructions in the Setting up your
mobile device on page 2 help topic.
1. Select Settings > Mail, Contacts, Calendars > Add account > Other >
Add CalDAV Account.
2. Enter the following information:
a. Server mail-usw.lotuslive.com
b. User name Your LotusLive iNotes email address. For example,
ibm@ocsmail.lotuslive.com
c. Password Your password
d. Description A description of your account
3. Select Next. No message is displayed for a successful connection.
4. After the synchronization completes, start the Calendar application on
your device to view your calendars and events.
What to do next
Your LotusLive password expires based on settings specified by your account
administrator. If you are having trouble logging in to IBM LotusLive iNotes,
try to log in from the web to see if your password has expired.
Procedure
To add access for other users or to change the type of permission given to a
user who already shares your calendar, edit the calendar:
1. Navigate to Calendar.
2. Under My Calendars, next to the calendar that you want to edit, select the
icon shaped like a triangle and select Edit and Share.
3. Specify the users with whom you want to share the calendar.
a. Enter information for Shared with. Select a person, or, if you are a
member of a company, you can share the calendar with the entire
company.
iNotes
49
Procedure
To remove a calendar from your list of calendars, complete the following
steps:
1. Navigate to Calendar.
2. Under My Calendars, locate the calendar entry that you want to remove,
select the icon shaped like a triangle and select Remove from My
Calendars. The calendar is removed from your list of calendars.
What to do next
If you want to add the calendar back to your My Calendars list:
1. Select the icon next to My Calendars.
2. Select Find calendars.
3. Select the calendar from the list that is displayed and then select Back to
Calendar.
50
Procedure
To find calendars that have been shared with you or shared by you, complete
the following steps:
1. Navigate to Calendar.
2. Next to My Calendars, there is an icon shaped like a triangle. Select the
icon and select Find calendars. A list of the calendars that you share or
can share is displayed.
3. Select Follow for each calendar that you want to display in your calendar
list. A check mark is displayed next to each of the calendars that you
select.
4. Click the Back to Calendar link above the list of calendars. All the
calendars you selected are displayed under My Calendars.
Procedure
1. Navigate to Calendar.
2. Next to the My Calendars heading, there is an icon shaped like a triangle.
Select the icon and select Create calendar.
3. Enter a Calendar title and Description.
4. Optional: Identify the people with whom you want to share the calendar:
a. Select to share with either a person, or, if you are a member of a
company, you can share the calendar with the entire company.
b. Assign a permission for either the person or company with whom you
are sharing the calendar. The Reader permission allows a person to
read the calendar. The Author permission allows a person to create,
edit, and delete calendar entries.
c. Select Add. Repeat the previous step as needed.
5. When you have finished adding people with whom you want to share the
calendar, Select Save. The new calendar is displayed under My Calendars.
iNotes
51
What to do next
After you create a secondary calendar, you can edit the calendar information
and add or remove users that have access to it.
Procedure
1. Navigate to Calendar.
2. Select the calendar that contains the event you want to delete.
3. When you locate the event on the calendar, the name of the event is a link.
Select the name link to edit the event.
4. Select Event Details.
5. If the event that you want to delete is a repeating meeting:
v Select Edit this instance to delete just the specified instance of the
meeting.
v Select Edit this instance and the following instances to delete the
specified instance and all instances of the meeting occurring after the
specified instance.
6. Select Cancel Meeting.
7. Select OK to confirm the delete operation.
Procedure
1. Navigate to Calendar.
2. In the navigation area, under My Calendars, select the calendar to edit.
Next to the calendar entry, there is an icon shaped like a triangle. Select
the icon and select Edit and Share. The Edit and Share option is available
for secondary calendars only.
3. In the Reader and Author fields, select the x to the right of all users that
you want to remove.
4. Click Save.
Deleting a calendar
Personal and corporate calendars cannot be deleted. Secondary calendars can
be deleted by the person who created the calendar. When you delete a
calendar, it cannot be restored.
52
Procedure
1. Navigate to Calendar.
2. In the navigation area, under My Calendars, locate the list of calendars.
3. Next to the calendar entry that you want to delete, there is an icon shaped
like a triangle. Select the icon and select Delete calendar. The Delete
calendar option is available for secondary calendars only.
4. Confirm that you want to delete the secondary calendar by selecting OK.
Results
The specified secondary calendar is deleted.
iNotes
53
54
Notices
This information was developed for products and services offered in the
U.S.A.
IBM may not offer the products, services, or features discussed in this
document in other countries. Consult your local IBM representative for
information on the products and services currently available in your area. Any
reference to an IBM product, program, or service is not intended to state or
imply that only that IBM product, program, or service may be used. Any
functionally equivalent product, program, or service that does not infringe
any IBM intellectual property right may be used instead. However, it is the
user's responsibility to evaluate and verify the operation of any non-IBM
product, program, or service.
IBM may have patents or pending patent applications covering subject matter
described in this document. The furnishing of this document does not grant
you any license to these patents. You can send license inquiries, in writing, to:
IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.
For license inquiries regarding double-byte (DBCS) information, contact the
IBM Intellectual Property Department in your country or send inquiries, in
writing, to:
Intellectual Property Licensing
Legal and Intellectual Property Law
IBM Japan Ltd.
1623-14, Shimotsuruma, Yamato-shi
Kanagawa 242-8502 Japan
The following paragraph does not apply to the United Kingdom or any other
country where such provisions are inconsistent with local law:
INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS
PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE
IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY
55
Trademarks
IBM, the IBM logo, ibm.com, Lotus, and Notes are trademarks or registered
trademarks of International Business Machines Corporation in the United
States, other countries, or both. These and other IBM trademarked terms are
marked on their first occurrence in this information with the appropriate
symbol ( or ), indicating US registered or common law trademarks owned
by IBM at the time this information was published. Such trademarks may also
56
Notices
57
58
Index
Special characters
.csv files
importing
.ics files
importing
.vcf files
importing
5
47
5
A
account settings 1
alternate email address 12
creating 17
Apple Mail 4.0
setting up IMAP, POP or
SMTP 21
attachments
viewing 13
B
blocking
domain names
senders 37
37
C
CalDAV
installing iNotes profile 2
setting up 48
calendar
.ics files 47
changing user access 52
corporate 39
creating 51
creating event 40
daylight saving time 39
deleting 53
deleting event 52
deleting user access 52
editing 45
editing user access 52
event 40, 44
event invitation 44
event invitation with no
response 44
hiding 50
importing events 47
personal 39
preferences 40
printing 39
removing from calendar list
50
calendar (continued)
repeating meeting 42
searching 51
searching for free time 43
secondary 39, 51
setting up CalDAV 48
setting up CalDAV using iNotes
profile 2
sharing 49, 51
types 39
views 39
CardDAV
installing iNotes profile 2
setting up 6
changing user access
calendar 52
configuring
CalDAV 48
CardDAV 6
IMAP and POP 19
contacts
.csv files 5
.vcf files 5, 7
corporate 3
creating 4
deleting 4
editing 4
importing 5, 7
managing 3
maximum number 3
personal 3
personal groups 8
preferences 4
search criteria 9
searching 9
setting up CardDAV 6
setting up CardDAV using iNotes
profile 2
setting up LDAP 10
corporate contacts 4
creating
alternate email address 17
calendar 51
calendar event 40
contacts 4
email folder 13
personal groups 8
secondary calendar 51
D
daylight saving time 39
default email program
setting LotusLive iNotes 18
deleting
calendar 53
calendar event 52
contacts 4
email folder 13
personal groups 8
repeating meeting 52
secondary calendar 53
disabling
Out-of-Office message 16
E
editing
account settings 1
calendar event 45
calendar preferences 40
contacts 4
contacts preferences 4
email preferences 12
language setting 1
locale 1
personal groups 8
repeating meeting 42, 45
editing user access
calendar 52
email 14
alternate email address 12, 17
attachments 13
blocking domain names 37
blocking senders 37
creating a folder 13
default email program 18
deleting 11
filtering 36
filtering rules 36
flagging 15
folders 11
forwarding 12
handling spam 12
managing 11
marking as safe 38
Out-of-Office message 12, 16
preferences 12
quota usage 11
restoring 16
59
email (continued)
rules 12
search criteria 30, 32
searching 30, 32
sending 17
setting LotusLive iNotes as
default email program 18
setting up IMAP using iNotes
profile 2
signature 12
size limit 11
sorting 11
storage limitation 11
enabling
Out-of-Office message 16
event
creating 40
deleting 52
editing 45
repeating 45
responding to meeting
invitation 44
searching for free time 43
language setting
editing 1
LDAP
setting up 10
locale
editing 1
marking
safe distribution lists 38
safe domain names 38
safe senders 38
meeting
creating 40
deleting 52
editing 42, 45
merging
.vcf files 7
mobile device
setting up IMAP, CalDAV, and
CardDAV using iNotes
profile 2
O
50
I
IMAP
Apple Mail 4.0 21
installing iNotes profile
iPad 20
iPhone 20
Other email clients 30
Outlook 2003 22
Outlook 2007 24
Outlook 2010 27
Outlook Express 26
Thunderbird 28
60
filtering
email 36
rules 36
spam 36
flagging
email 15
folders
creating 13
deleting 13
email 11
forwarding
email 12
free time
searching 43
hiding
calendar
importing
.csv files 5
.ics files 47
.vcf files 5, 7
calendar events 47
contacts 5, 7
iNotes profile 2
iPad
setting up IMAP, POP or
SMTP 20
iPhone
setting up IMAP, CalDAV, and
CardDAV using iNotes
profile 2
setting up IMAP, POP or
SMTP 20
Outlook 2010
setting up IMAP, POP or
SMTP 27
Outlook Express
setting up IMAP. POP or
SMTP 26
P
passwords 2
expiration 20, 21, 22, 24, 26, 27,
28, 30
LotusLive 20, 21, 22, 24, 26, 27,
28, 30
personal contacts 4
personal groups
creating 8
deleting 8
editing 8
POP
Apple Mail 4.0 21
iPad 20
iPhone 20
Other email clients 30
Outlook 2003 22
Outlook 2007 24
Outlook 2010 27
Outlook Express 26
Thunderbird 28
preferences
calendar 40
contacts 4
email 12
mail server configuration
settings 12
printing
calendar 39
privacy and security 2
Q
quota usage
email 11
R
removing
calendar from calendar list
repeating meeting
creating 40
deleting 52
editing 42, 45
responding to meeting
invitation 44
restoring
email 16
rules
email 36
50
S
searching
calendars 51
contacts 9
date range 30, 32
email 30, 32
free time 43
full text 30, 32
fuzzy search 30, 32
wild card 30, 32
secondary calendar
creating 51
deleting 53
deleting user access 52
editing user access 52
sharing 49
sending 14
email 17
Out-of-Office message 16
sharing
calendars 49, 51
secondary calendars 49
SMTP
Apple Mail 4.0 21
iPad 20
iPhone 20
Other email clients 30
Outlook 2003 22
Outlook 2007 24
Outlook 2010 27
Outlook Express 26
Thunderbird 28
sorting
email 12
spam
filtering 36
handling 36
storage limitation
email 11
viewing (continued)
repeating meeting
views
calendar 39
44
T
Thunderbird
setting up IMAP, POP or
SMTP 28
Trash folder
emptying 11
V
viewing
calendar event 44
calendars 51
contacts 4
email 11
email attachments 13
event invitation 44
Index
61
62
Printed in USA