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LotusLive iNotes

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.

IBM Corporation 2007, 2012 IBM 2010, 2011

Modifying your account settings


To change your Name, Password, or Localization settings:
1. From the top navigation bar, select your name and then select My Account
Settings.
2. To the right of the setting that you want to change. select Change.
3. Enter or select the correct value and select Save Changes.
Select Contact Account Administrator for assistance with your account.

Ensuring privacy and security


Make sure that you protect your password and security question-and-answer
information.

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.

Setting up your mobile device


Use the LotusLive iNotes profile to set up IMAP, CardDAV, and CalDAV in
one operation on your iPhone. If you do not want to set up all three functions
on your iPhone, you can set up email, contacts, or calendar individually. Refer
to the help information provided in Configuring IMAP and POP access,
Setting up a CardDAV account, and Setting up a CalDAV account.

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.

LotusLive iNotes: LotusLive iNotes User's Guide

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.

Getting started with contacts


You can add personal contacts to your list of contacts. Account administrator
privileges are required to add corporate contacts. You can store as many as
2000 personal contacts.
Actions that you can perform on your contact list include:
v Search for contacts by name by entering search text in the Find Contact
field.
v View all contacts by selecting All contacts.
v Add, delete, or edit personal contacts.
v Send email to one or more contacts by selecting the check boxes for the
intended recipients and selecting Send message.

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.

Setting contacts preferences


Setting contacts preferences helps you organize your contact information.

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.

Creating and editing contact information


You can add, edit, and delete personal contact information. You can have a
maximum of 2000 personal contacts. Administrator privileges are required to
add corporate contacts.

Before you begin


When adding contact information, make sure that you navigate to the
Contacts tab and select My contacts. On some devices, when you try to add
contact information from another application, the default destination for the
new contact information is your Corporate directory. Only your administrator
can add corporate directory information, so in this case, the new contact
information is not saved.

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.

LotusLive iNotes: LotusLive iNotes User's Guide

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.

Importing personal contacts


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.

Before you begin


Before you import contacts from another email program, such as Outlook
Express, use that email program to export your contact information to either a
comma-separated value (.csv) or vCard (.vcf) file type.
Before you import contacts, verify that the character set is UTF-8 or ANSI.

About this task


You can have as many as 2000 contacts. If the .csv or .vcf file that you are
importing includes more than 2000 contacts, or, if the number of existing IBM
LotusLive iNotes contacts plus the number of contacts in the .csv or .vcf file
exceeds 2000, the extra contacts in the import file are ignored.
Make sure that you know the directory path of all files that contain
information that you want to import. You need to specify this information
before importing.
If you have multiple .vcf files, you can merge them into one .vcf file for
importing.
Incorrectly formatted data in the .csv or .vcf file is ignored.
The contacts that you import are added to My contacts. You can also view
these contacts from All contacts.

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.

Setting up a CardDAV account


Setting up a CardDAV server account allows you to access and share contact
information with other applications. You can then synchronize your contact
information with other users and between multiple devices.

Before you begin


Verify that you have your IBM LotusLive iNotes email address, which is the
email address assigned to your account.
If you have more than one LotusLive email address, you are in one of the
following situations:
v If you select the Use My Organization's Login link on the LotusLive login
page to log in, the email address that you enter on this page might be
different from your IBM LotusLive iNotes email address.
v If your company has multiple LotusLive subscriptions, you might have an
email address for each subscription. For example, your company might be
using LotusLive Engage and IBM LotusLive iNotes.
Your IBM LotusLive iNotes email address is included in the Getting Started
Guide sent to you when you first logged in. You can also verify your IBM
LotusLive iNotes email address by selecting Preferences > Basics, and
checking the Account name under Mail server settings.
If you are setting up a CardDAV account using an iPhone or an iPad, verify
that you are running iOS4 or above. If you are running a version earlier than
iOS4, you must upgrade to iOS4 or above.

LotusLive iNotes: LotusLive iNotes User's Guide

About this task


To set up a CardDAV account, complete the following steps:

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.

Merging multiple vCard (VCF) files


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. 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.

Working with personal groups


Use personal groups to create distribution lists for calendar invitations and
emails. The maximum number of personal groups for your account is 200. The
maximum number of members in a personal group is 50.

About this task


The group name can be no more than 255 single-byte characters. For
multibyte characters, the maximum length of the group name must be less
than 255 characters.
If a newly added group member is not in your personal contact list, it is
saved as a new personal contact.
If you have the maximum number of contacts and you try to add a new email
address, an error message is displayed. The new group is not created.
Duplicate email addresses are ignored. If you specify an email address that is
already in the group member list, that email address is ignored.
You can enter multiple email addresses in the Add member here field by
using commas to separate individual email addresses. For example, if you
enter a@example.com, b@example.com, c@example.com, three email addresses
are added to the group member list. For email addresses, you can type the
first few characters and select items from the automated suggestion list.

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.

LotusLive iNotes: LotusLive iNotes User's Guide

What to do next
To
1.
2.
3.

edit or delete a personal group:


Navigate to Contacts.
Select Groups.
Select the group name.

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.

About this task


v Leading and trailing spaces are removed from your search criteria.
v The search is performed against Given Name, Surname, email and
company names fields.
v The search is not case-sensitive.
v Matches are displayed as soon as they are found, which might occur before
you completely enter your search criteria.
v Wildcard searches are not supported.

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.

Setting up an LDAP connection


Setting up a Lightweight Directory Access Protocol (LDAP) directory
connection allows you to query directory services and find contact
information for other users on the internet or your corporate intranet.

iNotes

About this task


Various email programs and mobile devices require different steps for
configuring an LDAP connection. If you have problems with, or need
information for, a specific email program, contact the customer support team
for that email program.
To set up an LDAP directory connection for any device or email program, you
must have the following information:
v Base DN: ou=contact
v Port (with SSL): 636
v Your IBM LotusLive iNotes email address.
If you have more than one LotusLive email address, you are in one of the
following situations:
If you select the Use My Organization's Login link on the LotusLive
login page to log in, the email address that you enter on this page might
be different from your IBM LotusLive iNotes email address.
If your company has multiple LotusLive subscriptions, you might have
an email address for each subscription. For example, your company
might be using LotusLive Engage and IBM LotusLive iNotes.
Your IBM LotusLive iNotes email address is included in the Getting Started
Guide sent to you when you first logged in. You can also verify your IBM
LotusLive iNotes email address by selecting Preferences > Basics, and
checking the Account name under Mail server settings.
v Bind DN/Account Name: uid=Your email address determined
above,ou=contact. For example, uid=user@llin.mail.lotuslive.com,ou=contact
v Your email password. When your account administrator sets a one-time
password for you, you must change this password after logging in to your
IBM LotusLive iNotes account from the web.
v Server: ldap-usw.mail.lotuslive.com
v Search filter: ou=contact

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.

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LotusLive iNotes: LotusLive iNotes User's Guide

Getting started with email


Email is stored in folders. You can create folders to organize your email. There
are five default folders that you cannot delete. You can also flag your email
and set preferences for the display of your email.
You cannot change the name of a default email folder or delete a default
email folder, but you can delete email from these default folders. The default
folders are:
Inbox All your incoming email.
Drafts All saved email that has not yet been sent. Items in the Drafts folder
can be edited at any time and sent.
Sent

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.

Spam All email that has been identified as spam.


Trash

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.

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11

To help manage your email you can:


v Select Mail on the top menu bar to manually refresh your Inbox.
v View a list of email that you have forwarded or responded to by clicking
the icon next to Sender.
v Sort your email by sender name, subject, or date. By default, your email is
sorted by date.
.

Setting email preferences


Setting email preferences helps you to organize, filter, and forward your
email.

About this task


Only one email account can be specified for forwarding email. A confirmation
email is sent to your IBM LotusLive iNotes email address and to the email
address specified in the mail forwarding section. To start the mail forwarding
process, follow the instructions in the confirmation email. To disable mail
forwarding, select No forwarding in the Forwarding window.
All of the following steps are optional. You can change these preference
settings as needed.

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.

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LotusLive iNotes: LotusLive iNotes User's Guide

4. Select Spam settings to specify settings to manage unwanted email and


email addresses.
5. Select Out-of-Office to specify an automatic reply to incoming messages
while you are away. See Sending Out-of-Office notification for more
information.
6. Select Signature to specify information to be automatically added to the
end of all email that you send. The maximum number of characters is
1000.
7. Select Forwarding to specify automatic forwarding for incoming email to
another email account.
8. Select Rules to specify filtering rules to help manage your email more
efficiently. Refer to Creating email filtering rules for more information.
9. Click Save.

Creating a folder
To help organize email, you can add, rename, and delete folders. You can
drag an individual email into a different folder.

About this task


Restrictions:
v The maximum length of the folder name is 40 characters, and the name
must not begin with a period (.). Valid characters for the folder name
include: a-z 0-9 @ - ... . : ().
v Folder names are sorted using ASCII values. International Components for
Unicode (ICU) tables are not used.
v The maximum number of folders allowed is 200.
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.

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.

About this task


If you receive an email with an attachment, an icon that resembles a paper
clip is displayed next to the message in your Inbox.
iNotes

13

When you open the message, a list of attachments is displayed in the


message. You can view the attachment from its current location, or download
and save the attachment to your computer before opening the file.
If the attached file is an image, you can view the attachment in the email.
Restriction:
v The size of an incoming email cannot exceed 40 MB.
v Only the first 1 MB of text in each email attachment is indexed and is
searchable.
v 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.

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.

About this task


Use the rich text editor to select attributes for your email text. The quickest
way to select attributes is to enter all the message text, select the text, and
then select the wanted attributes.
Restrictions:
v The maximum number of recipients of an email is 50.
v You can attach up to 10 files to each email.
v The maximum size for an email that you send, including all attachments, is
28.5 MB.

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LotusLive iNotes: LotusLive iNotes User's Guide

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.

About this task


By default, no email are flagged. Flagged messages are indicated by the gray
flag located next to the message.

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.

Restoring deleted email


When you delete an email, the message is moved to the Trash folder. Deleted
email is stored in the Trash folder until you permanently delete it.

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.

Advanced mail tasks


In addition to sending and receiving email, there are many other tasks that
you can perform with email.

Sending Out-of-Office notification


Use an out-of-office notification to send an automated reply to incoming email
while you are away. The notification service sends replies between the
departure and return dates that you specify and sends only one reply to each
sender.

About this task


Your out-of-office notification is enabled as of your departure date and is
automatically disabled as of your return date, if one is specified. For example,
specify January 1 2011 as your departure date and January 4 2011 as your
return date. In this case, your out-of-office notification would be in effect from
12:01 a.m. on 1 January 2011 to 11:59 p.m. on 4 January 2011, which is a total
of four days. Times are set according to your time zone.
The out-of-office message is limited to 1000 characters.

16

LotusLive iNotes: LotusLive iNotes User's Guide

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.

5. Optional: Enter a return date in the Returning field.


6. Optional: In the Message field. provide detailed information about your
absence, such as a contact number for emergencies.
7. Select On for Out-of-Office notification.
8. Select Save.

What to do next
To manually disable your out-of-office notification, select Off for
Out-of-Office notification.

Sending email with an alternate email address


In addition to your IBM LotusLive iNotes email address, you have one
additional email address that you can use to send email.

About this task


When you specify an additional email address for sending email, this email
address is displayed in the email that you send. Your IBM LotusLive iNotes
email address is not used when sending email unless you reactivate it.

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.
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17

3. In the Send mail from another address window, select Activate next to
your IBM LotusLive iNotes email address.

Setting LotusLive iNotes as your default email program


Setting LotusLive iNotes as your default email program automatically opens
LotusLive iNotes when you select an email link on a website or document.

About this task


Depending on your browser, the steps required to set LotusLive iNotes as
your default email program vary.
If you are using Internet Explorer, Chrome, or Opera and have either
Windows XP, Windows Vista, or Windows 7:
v 1.Register LotusLive iNotes as an email program in Internet Explorer:
1. Create a .reg file. For example, LotusLive_iNotes.reg.
2. Copy and paste the following content into the new .reg file.
[HKEY_CLASSES_ROOT\mailto]
@="URL:MailTo Protocol"
"URL Protocol"=""
[HKEY_CLASSES_ROOT\mailto\shell]
[HKEY_CLASSES_ROOT\mailto\shell\open]
[HKEY_CLASSES_ROOT\mailto\shell\open\command]
@="rundll32.exe url.dll,FileProtocolHandler
https://mail.lotuslive.com/compose?mailto=%1"

3. Save the .reg file.


4. Run the .reg file to import the LotusLive iNotes entry into the registry.
If you are using Firefox Version 3.x or above on any platform:
1. Register LotusLive iNotes as an email program in Firefox:
a. Go to https://mail.lotuslive.com/mail/setup/MailApplication.
b. Select the link provided and follow the instructions to
registerLotusLive iNotes as an email program.
2. 2. Set LotusLive iNotes as your default email program:
a. In Firefox, select Preferences
b. Select Applications.
c. Enter mailto as search criteria and press Enter.
d. In the search results, select LotusLive iNotes.
e. Select OK.

18

LotusLive iNotes: LotusLive iNotes User's Guide

Configuring IMAP and POP access


You can set up various email programs, by using the IMAP or POP access and
SMTP authentication, to work with IBM LotusLive iNotes to view and send
email. Various email clients and mobile devices require different steps for
configuring IMAP, POP, or SMTP.

About this task


To set up IMAP, POP, or SMTP authentication for any device or email client,
you must have the following information:
v Your IBM LotusLive iNotes email address.
If you have more than one LotusLive email address, you are in one of the
following situations:
If you select the Use My Organization's Login link on the LotusLive
login page to log in, the email address that you enter on this page might
be different from your IBM LotusLive iNotes email address.
If your company has multiple LotusLive subscriptions, you might have
an email address for each subscription. For example, your company
might be using LotusLive Engage and IBM LotusLive iNotes.
Your IBM LotusLive iNotes email address is included in the Getting Started
Guide sent to you when you first logged in. You can also verify your IBM
LotusLive iNotes email address by selecting Preferences > Basics, and
checking the Account name under Mail server settings.
v Your email password.
When your account administrator sets a one-time password for you, you
must change this password after logging in to your IBM LotusLive iNotes
account from the web. When you access IMAP, POP, and SMTP through
IBM LotusLive iNotes, you can use the one-time password to log in
repeatedly and you are not forced to change it.
v Your incoming POP or IMAP mail server information, including host name,
user name, password.
IBM LotusLive iNotes supports only SSL connections, so make sure that for
IMAP, port 993 is available. For POP, port 995 must be available. Your mail
server information can be found in Preferences > Basics, listed under Mail
server settings.
v Your outgoing SMTP mail server information, including host name, user
name, password.
IBM LotusLive iNotes supports only SSL connections, so make sure that
port 465 is available.
Regardless of your device or email client, the following information applies:

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

LotusLive iNotes: LotusLive iNotes User's Guide

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.

About this task


The speed of your internet connection and the amount of IBM LotusLive
iNotes mail both affect how quickly your IBM LotusLive iNotes email is
displayed.

Procedure
1. Open Outlook 2003.
2.
3.
4.
5.

Select the Tools menu and select E-mail Accounts.


Select Add a new e-mail account and select Next.
Select IMAP or POP3 as your server type. Select Next.
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.

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

LotusLive iNotes: LotusLive iNotes User's Guide

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.

v For POP3, select This server requires an encrypted connection (SSL)


in the Incoming Server (POP) field. Also, enter 995 in the Incoming
server (POP) field.
Select This server requires an encrypted connection (SSL) in the
Outgoing Server (SMTP) field, and enter 465 in the Outgoing server
(SMTP) field. Select OK.
Select Next, and then select Finish.
Download the latest updates for Outlook from Microsoft. Updating helps
prevent common Outlook errors.
If you selected IMAP and any of your IBM LotusLive iNotes mail folders
are not displayed in Outlook, use the following steps:
a. From the Outlook menu bar, select Tools > IMAP Folders.
b. In the IMAP Folders window, select Query. A list of IBM LotusLive
iNotes folders is displayed.
c. Select the folders that you want Outlook to display. Select Subscribe.
d. Select OK. The folders you selected are now displayed in Outlook.

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

LotusLive iNotes: LotusLive iNotes User's Guide

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.

Open Outlook Express.


Select the Tools menu and select Accounts.
Select Add and then select Mail.
In the Display name field, enter your name. Select Next.

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

LotusLive iNotes: LotusLive iNotes User's Guide

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

In the User Name field, enter your email address.


In the Password field, enter your password.
Select More Settings and then select the Outgoing Server tab.
Select My outgoing server (SMTP) requires authentication and select
Use same settings as my incoming mail server.
15. Click the Advanced tab. Enter the settings information for the protocol
that you selected:
v For IMAP, enter 993 in the Incoming server (IMAP) field and specify
SSL in the Use the following type of encrypted connection list.
v For POP3, enter 995 in the Incoming server (POP) field and specify
SSL in the Use the following type of encrypted connection list.

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

Select Add Mail Account.


In the Your name field, enter your name.
In the Email address field, enter your full email address.
In the Password field, enter your password. Select Continue.
Thunderbird configures your account settings and opens a window with
your user account information and connection settings. Verify that your
name and email address are correct. Select Start over to change these
values.

LotusLive iNotes: LotusLive iNotes User's Guide

8. Update your connection settings as follows. Contact your account


administrator for the value needed for yoursiteID.
a. In the Username field, enter your IBM LotusLive iNotes user name.
b. For IMAP, in the Incoming field, enter yoursiteIDimap.mail.lotuslive.com, IMAP, 993, SSL/TLS.
c. For POP, in the Incoming, field, enter yoursiteIDpop.mail.lotuslive.com, POP, 995, SSL/TLS.
d. In the Outgoing field, enteryoursiteID-smtp.mail.lotuslive.com, SMTP,
465, SSL/TLS.
e. Select Re-test Configuration. When the test has completed, select
Create Account.
9. Verify that your user name is correctly set:
a. Select Account settings.
b. Scroll down and select Outgoing server (SMTP).
c. In Outgoing server (SMTP) Settings, select the SMTP server
connection that you created.
d. Enter your IBM LotusLive iNotes email address for User Name. Click
OK.

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.

About this task


Depending on when your IBM LotusLive iNotes account was set up, you
have one of the following sets of search capabilities. Contact your account
administrator if you have questions about your search capabilities.
v Basic-text
or
v Full-text

30

LotusLive iNotes: LotusLive iNotes User's Guide

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.

Email search criteria


You can search your email in different ways by entering various search
criteria.

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

LotusLive iNotes: LotusLive iNotes User's Guide

^ (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.

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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

The OR operator is the default conjunction operator. For


example, if there is no Boolean operator between two terms,
the OR operator is used by the search tool. The OR operator
links two terms to find a matching document if either of the
terms exist in a document. This operator is equivalent to a
union using sets. You can use the double vertical bar (||) in
place of the word OR.

AND

The AND operator matches the search criteria where both


terms exist anywhere in the text of a single document. This
operator is equivalent to an intersection using sets. You can
use the double ampersand (&&) in place of the word AND.

The + operator indicates that the search criteria that is typed


after the plus sign (+) is present in the results that are
returned. For example, to search for documents that must
contain search and might contain terminology, type the
following entry in the search field: +search terminology

NOT

The NOT operator indicates that the search criteria that is


typed after NOT is excluded from the results that are

LotusLive iNotes: LotusLive iNotes User's Guide

returned. Using the NOT operator is equivalent to a difference


using sets. Use the exclamation point (!) in place of the NOT
operator.
Do not use the NOT operator with only one term. For
example, if you enter the following search criteria, no results
are returned: NOT "search terminology"
-

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".

Restriction: Searching with Boolean operators is only available if you have


Full-text searching capabilities.
Date range searching
To search for a date range, enter a lower and upper bound for the
date range. The format for the date range search is as follows:
arrival:[yyyyMMddHHmmssSSS TO yyyyMMddHHmmssSSS].
Where:
v yyyy represents the year
v MM represents the month in the year
v dd represents the day in the month
v HH represents the hour in the day
v mm represents the minutes in the hour
v ss represents the seconds in the minute
v SSS represents the milliseconds in the second
For example, to find emails received between 10 October 2009 and 31
October 2009, type the following entry in the search field:
arrival:[20091010000000000 TO 20091031000000000]
Restriction: Date range searching is only available if you have Full-text
searching capabilities.

Creating email filtering rules


You can create rules to filter your incoming email by sender, recipient, and
subject. Rules provide a way to have your email automatically put in different
folders or forwarded to other users.

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35

About this task


If an incoming email satisfies more than one filtering rule, the first rule in
your rule list is used to filter that email. You can reorder your filtering rules
to have a different rule applied first.

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.

About this task


You can specify criteria to help prevent spam. You can specify safe email
addresses and domains and specify email addresses and domains from which
you want to block email.

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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.

About this task


Messages from blocked senders are immediately deleted. They are not put in
your Trash folder.

Procedure
1. Navigate to Preferences.
2. Select Spam.
3. Select Add or remove blocked senders.
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To block a single email address:


a. Type the email address to be blocked. Individual email addresses
that you want to block must be added one at a time.
b. Select Add. The email address is added to the blocked senders list.
v To block an entire domain of email addresses:
a. Type the command *@domain.com. For example, to block the domain
test.com, enter *@test.com.
b. Select Add. The domain is added to the blocked senders list.
4. When you have finished, select Back to Spam settings.
v

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.

About this task


Email from email addresses and domains on your safe sender list are always
delivered to your Inbox 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.

4. Enter the requested information and select Add.


5. Repeat the previous step for all email addresses that you want to specify
as safe email addresses.

Getting started with calendars


Calendars help you manage your schedule and events that you attend. There
are personal, secondary, and corporate calendars. All calendars can be
displayed in a Day view, Week view, or Month view.

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Your personal calendar


By default, you have a personal calendar, which is labeled either Personal
Calendar or with your name, depending on when your account was set up.
You can edit the name and description. If you delete the title of your personal
calendar, the title reverts to No title.
Using your personal calendar, you can:
v Create events and schedule meetings
v
v
v
v

Keep track of important dates and meetings


Track the status of your attendees
Select daily, weekly, or monthly views of your calendar
Share your calendar with coworkers

Your corporate calendar


Your corporate calendar is used to share company events with all employees
in your company. By using the corporate calendar, you can keep up to date on
company events and meetings.
By default, the corporate calendar can be added to your calendar list and can
be viewed. Your IBM LotusLive iNotes account administrator must give you
access to edit the corporate calendar.
All users see the same set of events in the corporate calendar.

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

Create events and schedule meetings


Keep track of important dates and meetings
Select daily, weekly, or monthly views of your calendar
Share your calendar with coworkers
Edit the calendar and calendar name, description, or user access levels
Delete the calendars. All events in the calendar are deleted permanently
when you delete the calendar.

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39

Managing events in your calendar


In your personal and secondary calendars, you can display hours before or
after your typical work day. Regardless of what you select, events that are
scheduled before or after regular work hours are always displayed.
The start and end of daylight saving time is indicated in your calendar as
follows:
v In the Day view, the loss or gain of an hour is indicated by the 1:00 AM
entry being removed or duplicated.
v In the Week view, the loss of gain of an hour is indicated by diagonal lines
displayed for the hour between 1:00 AM and 2:00 AM.

Printing your calendar


To print your calendar:
1. Select the view, either Day, Week or Month, that you want to print.
2. Select Print.

Setting calendar preferences


Setting calendar preferences allows you to specify the hours that you typically
work on a business day and the starting day of your typical business week.

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.

Creating a calendar event


You can create appointments, schedule meetings, and schedule all-day events.

About this task


When you create a calendar entry, the Subject and Location fields have a
character limit of 2000 characters for single-byte character sets. For
double-byte character sets, the limit is 1024. The Description field has a
character limit of 4096 characters.

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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.
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12. Select Save and send invitation.


Editing a repeating meeting
You can edit the details of your repeating meeting and update specific
instances of the meeting. When you update specific fields, it can affect the
meeting information or the users on the invitee list.

About this task


Restriction:
v The date of a repeating meeting cannot be modified. The date can be
modified only for a single instance of a repeating meeting. The input area
for the date is disabled when you select Edit this instance and the
following instances.
v You cannot update the value of the Repeat field. For example, if the
original meeting was scheduled to repeat weekly on Wednesday, you
cannot change the meeting to repeat weekly on Thursday. If you want to
change the repeat pattern, delete the original meeting and create a new
repeating meeting.
v Previously deleted or modified instances of the repeating meeting are
created again with the updated criteria. All exceptions to the repeating
meeting that you previously created are overwritten, except for previous
changes made to the date.
v If you specify a Duration that is less than 5 minutes, the start time of the
event is not displayed on your calendar.

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.

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b. Change the Subject, Invitees, Location, or Description fields.


Changes in these fields are applied to the specified instance and all
future instances of the repeating meeting. Changing these fields does
not reset attendee status.
c. Change the time or the Duration field. Changes in this information
are applied to the specified instance and all future instances of the
repeating meeting. Attendee status is reset and all users on the
invitee list must again respond to confirm their attendance.
3. When you have finished with your updates, select Save and Send. All
users on the invitee list are sent an updated meeting notice.
Searching for free time for a calendar event
When using your personal calendar to schedule or edit an event, you can
view free and busy times of other users.

About this task


Free and busy times are the only calendar and event information that can be
viewed by other IBM LotusLive iNotes users.

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.

v Delete a user from the invitee list.


v Edit the duration of the event.
v Edit the start date and time.

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.

About this task


When you receive a calendar invitation, it is listed in your Inbox folder.
If you receive the invitation directly from the originator of the event, the new
invitation is displayed on your calendar with dashes around the title. The
dashes around the title are removed after you respond.
If you receive the invitation as a forwarded email from an invitee, your
calendar does not display the event unless you respond with Yes or Maybe.

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.

respond using Mail:


Navigate to Mail.
Select your Inbox folder.
Open the email that contains the invitation. Schedule information for
the event is displayed. You can select Event details for additional
information about the event.
If the invitation is for a repeating meeting, opening the email
displays the details of the meeting.
In the Will you attend? field, reply to the invitation by selecting Yes,
No, or Maybe. A No response deletes the invitation and you cannot
retrieve it. A Yes or Maybe response applies to all meeting instances.
respond using Calendar:
Navigate to Calendar.
Select the title of the event and then select Event Details.
If the invitation is for a repeating meeting:

Select Edit this instance to respond to only the specified instance


of the repeating meeting.
Select Edit this instance and the following instances to respond
to the specified instance and all future instances of the repeating
meeting.
d. In the Attendance section, reply to the invitation by selecting Yes,
No, or Maybe. A No response deletes the invitation and you cannot
retrieve it. A Yes or Maybe response removes the underline from the

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title text of the meeting. For a repeating meeting, the underline is


removed from the title text for the meeting instances to which you
are responding.
2. To respond to an invitation that was forwarded from another invitee,
select Yes or Maybe and the event is added to your calendar. When you
respond to an invitation that was forwarded to you, no response message
is sent to the originator of the event.

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.

Editing a calendar event


You can edit the details of a scheduled event. Any changes that you make are
automatically sent to all users on the invitee list.

About this task


If you update the invitee list for all instances of a repeat meeting, the invitee
list is overwritten. Make sure that all users that you want to invite to the
updated event are included on the updated event notice, not just additional
users.

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.

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45

v If this meeting is not a repeating meeting, enter your changes in the


Subject, Date and time, Duration, Invitees, Location, or Description
fields.
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 this meeting is a repeating meeting and you are updating one
instance of the 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 this meeting is a repeating meeting and you are updating multiple
instances of the meeting:
a. Select Edit this instance and the following instances.
b. Change the Subject, Invitees, Location, or Description fields.
Changes in these fields are applied to the specified instance and all
future instances of the repeating meeting. Changing these fields does
not reset attendee status.
c. Change the time or the Duration field. Changes in this information
are applied to the specified instance and all future instances of the
repeating meeting. Attendee status is reset and all users on the
invitee list must again respond to confirm their attendance.
5. 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.
6. When you have finished with your updates, select Save and send
invitation. All users on the invitee list are sent an updated meeting notice.

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.

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Note: It is currently not possible to process automated replies asking to


reschedule the event.

Advanced calendar tasks


In addition to scheduling events, there are many other tasks that you can
perform with your calendar.

Importing calendar events


You can import events from another calendar application, such as Microsoft
Outlook, into your IBM LotusLive iNotes calendar.

Before you begin


Before you import calendar events to IBM LotusLive iNotes, you must export
the calendar events from the other calendar offering or application. See the
following list:
v For Microsoft Outlook 2003, individual events can be saved as .ics files. To
export the entire calendar, each event on the calendar must be saved. For
more information, see the Microsoft Outlook 2003 product documentation.
v For Microsoft Outlook 2007, there is more than one way to export calendar
events. Use the full details option to export so that the .ics file includes all
relevant information. For more information, see the Microsoft Outlook 2007
product documentation.
v For IBM Lotus Domino, calendar events can be exported to an .ics file, but
the exported events do not contain the name of the organizer or the
attendee list. In addition, all-day events cannot be exported. For more
information, see the Lotus Domino product documentation.
Make sure that you know the directory path of all files that contain
information that you want to import.
Check the file size of each file that you want to import. If the file size is
greater than 10 MB, the import process cannot successfully complete.

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.

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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.

Setting up a CalDAV account


Setting up a CalDAV server account allows you to access and share calendar
information with other calendar applications. You can then synchronize
calendar information with other users and between multiple devices.

Before you begin


Setting up a CalDAV account allows you to synchronize all calendars that are
shown in your My calendars list. This includes your primary and secondary
calendars. For shared calendars, use the Find shared calendars page to select
the shared calendars to include.
Verify that you have your IBM LotusLive iNotes email address, which is the
email address assigned to your account.
If you have more than one LotusLive email address, you are in one of the
following situations:
v If you select the Use My Organization's Login link on the LotusLive login
page to log in, the email address that you enter on this page might be
different from your IBM LotusLive iNotes email address.
v If your company has multiple LotusLive subscriptions, you might have an
email address for each subscription. For example, your company might be
using LotusLive Engage and IBM LotusLive iNotes.
Your IBM LotusLive iNotes email address is included in the Getting Started
Guide sent to you when you first logged in. You can also verify your IBM
LotusLive iNotes email address by selecting Preferences > Basics, and
checking the Account name under Mail server settings.

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If you are setting up a CalDAV account using an iPhone or an iPad, verify


that you are running iOS4 or above. If you are running a version earlier than
iOS4, you must upgrade to iOS4 or above.

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.

Allowing others to share and edit a calendar


Sharing a calendar allows you to share your schedule with your entire
company or with a select group of users.

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.
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49

b. Assign a permission for either the person or company. Reader


permission allows another user to read the calendar. Author permission
allows another user to create and edit calendar entries.
v A user can be given both Author and Reader calendar permissions.
For example, you might give a user Author permission to your
calendar, but give a group that includes the user Reader permission.
Or, you might give a user Reader permission and give a group that
includes the user Author permission.
v When both Author and Reader permissions are given, the user
always has Author permission. The Reader permission is ignored.
c. Select Add and repeat this step to add additional users.
4. When you are finished adding users, click Save.

Removing a calendar from your calendar list


Removing a calendar from the list of calendars displayed for your IBM
LotusLive iNotes account does not delete the calendar. The calendar still
exists, but is hidden from the calendar list. You can add a hidden calendar to
your list of calendars.

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.

Searching for and sharing calendars


You can search for calendars that list you as someone with permission to read
or edit the calendar. This search includes secondary calendars that you have
created.

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LotusLive iNotes: LotusLive iNotes User's Guide

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.

Creating a secondary calendar


Secondary calendars provide a way to share event data while keeping your
personal calendar private.

About this task


By default, you have a personal calendar. You can create multiple calendars
and share them with a select group of users or with all the users in your
company. You can provide other users with access to read or edit a secondary
calendar.

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.

Deleting a calendar event


When you delete a calendar event that you created, all users on the invitee list
are automatically notified that one or more events are canceled.

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.

Changing access to your secondary calendar


When you create a secondary calendar, you identify people with whom you
want to share the calendar. You can edit the calendar later to add or remove
access for other users.

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.

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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

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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

Copyright IBM Corp. 2010, 2011

55

OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow


disclaimer of express or implied warranties in certain transactions, therefore,
this statement may not apply to you.
This information could include technical inaccuracies or typographical errors.
Changes are periodically made to the information herein; these changes will
be incorporated in new editions of the publication. IBM may make
improvements and/or changes in the product(s) and/or the program(s)
described in this publication at any time without notice.
Any references in this information to non-IBM Web sites are provided for
convenience only and do not in any manner serve as an endorsement of those
Web sites. The materials at those Web sites are not part of the materials for
this IBM product and use of those Web sites is at your own risk.
IBM may use or distribute any of the information you supply in any way it
believes appropriate without incurring any obligation to you.
Licensees of this program who wish to have information about it for the
purpose of enabling: (i) the exchange of information between independently
created programs and other programs (including this one) and (ii) the mutual
use of the information which has been exchanged, should contact:
IBM Corporation
Office 4360
One Rogers Street
Cambridge, MA 02142
U.S.A.
Such information may be available, subject to appropriate terms and
conditions, including in some cases, payment of a fee.
The licensed program described in this document and all licensed material
available for it are provided by IBM under terms of the IBM Customer
Agreement, IBM International Program License Agreement or any equivalent
agreement between us.

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

LotusLive iNotes: LotusLive iNotes User's Guide

be registered or common law trademarks in other countries. A current list of


IBM trademarks is available on the Web at http://www.ibm.com/legal/
copytrade.shtml
Java and all Java-based trademarks and logos are trademarks or registered
trademarks of Oracle and/or its affiliates.
Linux is a registered trademark of Linus Torvalds in the United States, other
countries, or both.
Microsoft and Windows are trademarks of Microsoft Corporation in the
United States, other countries, or both.
UNIX is a registered trademark of The Open Group in the United States and
other countries.
Other company, product, or service names may be trademarks or service
marks of others.

Notices

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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

Copyright IBM Corp. 2010, 2011

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

Other email clients


setting up IMAP, POP or
SMTP 30
Out-of-Office message
disabling 16
enabling 16
Outlook 2003
setting up IMAP, POP or
SMTP 22
Outlook 2007
setting up IMAP, POP or
SMTP 24

LotusLive iNotes: LotusLive iNotes User's Guide

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

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