Lotus Quickr Connectors

Transcription

1 IBM Software Group Lotus Quickr Connectors Accessing Quickr from where you are An IBM Proof of Technology 2008 IBM Corporation

2 Presentation Objectives Introduce you to the IBM Lotus Quickr connectors Explain the value of accessing content from where you work Describe the functionality of each connector in detail Review the installation and configuration 2

3 Agenda TechWorks What are the connectors Lotus Quickr connector for Microsoft Windows Explorer Lotus Quickr connector for IBM Lotus Notes Lotus Quickr connector for Microsoft Office (including Outlook ) Lotus Quickr connector for IBM Lotus Sametime Installing/configuring Lotus Quickr connectors 3

4 Pervasive access to content using the connectors Lotus Notes client Web Browser Windows Explorer / My Documents Lotus Sametime Microsoft Office / IBM Lotus Symphony Microsoft Outlook 4

5 Microsoft Windows Explorer connector Makes it easy and natural to move content to collaborative environment Navigate content through familiar tree interface Drag and drop content from local system to libraries and team workspaces Integrated action menu 5

6 Explorer connector: Adding Places Adding places Select server Enter/confirm your user ID and password (common for all interfaces) Optionally store the password Select places you have access to and want to work with from the connectors Places selected will be available in all connectors 6

7 Explorer connector: Place Options and Properties Right click on place offers options Open Create new folder Send or save link Properties displays more details 7

8 Explorer connector: Place Preferences Display name Checkin option Always check in Always add as draft Prompt Double-click option Always open without checking out Always check out Prompt Show or hide additional views Option to change temporary file location 8

9 Explorer connector: Folder and Document Options Right click on folder allows manage folders Lock icon indicates document is checked out Green Checked out by you Yellow Checked out by someone else Right click allows manage documents Open Edit Links Properties 9

10 Lotus Notes connector Helps reduce attachments, content duplication, and version anxiety Open and save attachments into library or team workspace Replace attachments with shared links Integrated into file menus and right click Reminder prompt encourages participation Supports Lotus Notes 7, 8.0, and

11 Notes Sideshelf Drag attachments or entire s into Quickr Drag document links out of Quickr into an Open documents for view or edit Requires Notes

12 Notes Attachments - Reactive When sending attachments, user can store them in a Quickr place and send links instead Configured in preferences Always send attachment Always send link Prompt File(s) are stored in Quickr Attachment(s) are replaced by links 12

13 Notes Attachments - Proactive When creating mail, user can include links to documents stored in Quickr Drag from sidebar or File Lotus Quickr Insert Lotus Quickr Link 13

14 Notes Attachments Save received attachment directly to Lotus Quickr From open document Drag to sidebar or Right-click attachment or Use Quickr Menu From view Use Quickr Menu Save attachments to Quickr 14

15 Store Contents Drag from view to sidebar or Right click and select Save to a Place Prompted to check in based on Preferences 15

16 Notes in Quickr Can drag an entire (body text and attachment) into Quickr 8.1 TODAY in Quickr 8.1 If is just text Body text converted to HTML and stored as document where dragged If contains images or attachments A folder with the name of the is created HTML copy of , images, and attachments all stored in folder Upcoming Hotfix Entire converted to MIME and stored in Quickr MIME content will be opened in Notes (or default client) 16

17 Microsoft Outlook connector The Lotus Quickr connector for Microsoft Outlook is functionally equivalent to Lotus Notes connector Quickr task pane displays a hierarchical view of document libraries Drag an (or just its attachment) from a Microsoft Outlook folder and drop into a Lotus Quickr document library 17

18 Lotus Quickr connector for Microsoft Outlook Part of core Quickr connector install Supports Microsoft Outlook XP, 2003, 2007 Same functions as Notes connector Prompts user to save outgoing attachments to Quickr Drag-and-drop links from Quickr into outgoing Drag-and-drop incoming attachments from into Quickr Drag-and-drop entire message (including body text) to Quickr Text and attachment stored in a single.msg file, readable with Outlook Full document management functionality Integrated Preferences 18

19 Dragging an from Outlook inbox to Quickr 19

20 Quickr connector in Outlook

21 Microsoft Office connector Facilitates collaborative document authoring and version management Open and save documents into library or team workspace Assign document properties (meta-tags) Integrate with workflow for approval routing Use your editor of choice (no forced upgrade) Microsoft Office XP, 2003, 2007 * Requires purchase of Lotus Connections 21

22 Microsoft Office connector Embedded in Microsoft Word, PowerPoint and Excel Lotus Quickr Toolbar and contextual menu added to applications 22

23 Microsoft Office connector Add to place by browsing through places configured in Lotus Quickr connector Optionally, select other document type than the default one Choose from available document types in the place you selected 23

24 Lotus Symphony connector This new Lotus Quickr connector will ship as part of IBM Lotus Symphony Integration within the Menu actions Can open, save to, check-in, check-out documents directly to a Quickr place from within Lotus Symphony 24

25 Lotus Quickr connector for Lotus Symphony Save documents directly to Quickr from Lotus Symphony Full content management capabilities in Symphony 25

26 Lotus Quickr connector for Lotus Symphony connector for Symphony available on Symphony web site Will be made part of core connector install in next Quickr release Quickr connector for Lotus Symphony currently supports stand-alone version of Symphony only Support for version of Symphony embedded in Notes will appear with Notes 8.5 Embedded version of Symphony doesn t expose all the hooks we need yet 26

27 Lotus Sametime connector Provides easy access to shared content right from real-time client Navigate content through a simple tree interface Drag and drop from local system to libraries and team workspaces Integrated action menu Quick contextual access to shared documents Send links in chats Invite colleagues to download the connectors 27

28 Lotus Sametime connector Document options 28

29 Sametime connector Chat About Document 29

30 Sametime connector Send Invite to install Lotus Quickr connector Using icon Using Quickr connector Invite in menu 30

31 Readme TechWorks 31

32 Installation Summary Lotus Quickr connectors are available to dlwnload or install from the Lotus Quickr Server qkrconn.exe Approximately 16 Mb Silent install available 32

33 Installation Summary Start install Choose connectors you want to install Windows Explorer connector is always installed Lotus Notes (select location) Lotus Sametime (select location) MS Office (includes Outlook) Lotus Symphony connector is currently available separately 33

34 Supported Platforms for connectors Microsoft Windows XP Microsoft Windows 2000 Plans for Apple Macintosh in a future release 34

35 Preferences 35

36 36

37 IBM Software Group Lab #2 Using Quickr connectors An IBM Proof of Technology 2008 IBM Corporation

38 Lab overview In this lab, you will explore the use of the Quickr connectors to access and store Quickr content from where ever you work. The goals of the lab are to: Show how the connectors can satisfy different styles of working Experience easy access to content from your favorite application Lab 2 can be found in the Lab Workbook from page 40 to page 74 38

39 Appendix TechWorks Additional detail on install and configuration 39

40 Installing connectors (1/4) Click on Download Choose Run (or Save for install later) Choose Run to start the installation 40

41 Installing connectors (2/4) Welcome Accept license agreement Choose connectors to install 41

42 Installing connectors (3/4) Specify Notes location Specify Sametime Location 42

43 Installing connectors (4/4) Installation starts Installation completes 43

44 connectors Silent Install Download the qkrconn.exe file Run qkrconn.exe with options and properties Options /install /uninstall /quiet /norestart /promptrestart /forcerestart Properties INSTALLDIR (where to install) ADDLOCAL (which connectors to install) QC_NOTES_TARGET_FOLDER (where to locate Notes) QCSAMETIME_TARGET_FOLDER (where to locate Sametime) QCSAMETIME_PLUGINS_TARGET_FOLDER (where to locate Sametime plugins) Example: Qkrconn.exe /install /quiet ADDLOCAL=WindowsExplorer,MicrosoftOffice 44

45 Disable connector Download Create a target html page to tell the user that the download is disabled Store the new page in domino_install\data\domino\html Edit qpconfig.xml and set the connector_install_url to point to the new page <webservices enabled= true > <atomws_response type= get> <connector_install_url> </webservices> 45

46 Preferences - Send Document Link 46

47 Place Preferences Check-in default for new documents Default double-click action 47

48 Place Preferences - Override 48

49 Server Preferences 49

50 Server Preferences 50

51 Microsoft Office Preferences 51

52 Microsoft Outlook Preferences 52

53 Lotus Notes Preferences 53