IBM Lotus Quickr Version 8.0
Experience
Get the highlights
Create places to build a home for projects and tasks
Blog to gain quick solutions
See content in motion with wikis
Share documents and media in libraries
Customize your place as your project scope changes
Create additional starting points for new places
Use Lotus Quickr connectors to knock down barriers to your tools and the team
See a project evolve at Power Renovations
Meet the team
Connect the team to project priorities and expectations
Debate designs and brainstorm to find manufacturing solutions
Author content collectively across departments
Get approvals on design decisions to gain company resources
Complete the project and leverage project successes in future endeavors
View a demonstration
User's Guide
Lotus Quickr connectors
Connecting to Lotus Quickr
Setting up Lotus Quickr connectors
Connect to a Quickr server
Uninstalling IBM Lotus Quickr Connectors
IBM Lotus Notes connector for IBM Lotus Quickr
Understanding access to places
Sending a link to an existing file in a document library
Sending a link to an existing folder in a document library
Moving attachments from your mail to a document library
Copying attachments from your mail to a document library
Setting document library preferences
Connecting to Lotus Quickr from Lotus Sametime
Example: editing a document and inviting team members to discuss the changes
Opening and closing your places list
Using documents during Lotus Sametime collaboration
Inserting a link to a place document in a chat invitation
Sending links to documents during chats
Inviting people to download the connectors
Working with documents using Microsoft applications
Create a document using Microsoft applications
Add an existing document using Microsoft applications
Edit a document using Microsoft applications
Check out a document from Microsoft applications
Using other desktop applications
Managing your places list
Adding places to your places list
Viewing and editing place properties
Using connection settings
Understanding the views in your places list
Refreshing your places list
Working with documents from your places list
Opening documents for reading or editing
Checking out documents without opening them
Checking in documents
Canceling document checkouts
Working with document properties
Displaying document properties
Editing document properties
Adding documents to places
Creating and adding new documents
Creating and adding new documents from Windows Explorer
Creating and adding new documents from Lotus Sametime
Adding existing documents from your local file system
Adding documents from your local file system using Windows Explorer
Adding documents from your local file system using Lotus Sametime
Adding documents to a place using drag and drop
Using drag and drop to copy and move documents
Using the draft approval process
Submitting draft documents for approval
Approving or rejecting draft documents
Working with document versions
Creating new versions of documents
Viewing or restoring archived versions of documents
Copying documents to your local file system
Mailing links to documents
Copying and pasting links to documents
Deleting documents
Monitoring document changes
Understanding error messages
Working with folders in your places list
Creating folders in places
Displaying and editing folder properties
Refreshing the contents of folders in your places list
Deleting folders from places
Using Windows shortcut keys
Services for Lotus Domino
About Lotus Quickr
What's new in this release
Context menus
Navigation methods
Using a feed
Accessibility
Welcome to Lotus Quickr
Creating a place
Rooms in a place
My Places features
Content-related activities
Editing Welcome and Instructions content
Creating and editing content
Text formatting icons
Imported and uploaded content
Checking content in or out
Bookmarking content
Copying or revising content
Importable information types
Importing and publishing Microsoft Office documents
Notification options
Content creation options
Creating, editing and deleting a content link
Calendar activities
Using the Calendar
Subscribing to calendar events
Managing and using an Index
Index content access options
Folder types
Managing and using folders
Folder access privileges
Folder activities
Managing content in folders
Mail, newsletter, and feed subscriptions
Setting up mail in a place
Using mail in a place or room
Subscribing to Lotus Quickr News
Using a feed
Online Chat and Awareness
Using online chat
Scheduling and attending online meetings
Search options
Using advanced search
Searching for news
Search results
Forms
Creating forms
Editing forms
Form field types
Plain text field
Text area field
Pop-up list field
Date pop-up field
Time pop-up field
Name pop-up field
Attachments field
Rich text field
Calendar information field
Task field
Notification indicator field
Non-editable rich text field
Author field
Creation date field
Last editor field
Last modified date field
Size field
Serial number field
Title field
Choosing a destination for a form's content
Overview of workflow
The approval workflow
Defining an approval workflow for a form
The multiple editors workflow
The simple submit workflow
The editor-in-chief workflow
Tasks folder
Managing the Tasks folder
Using tasks
Creating and modifying tasks
Your place membership information
Managing your personal information
Managing place membership
Managing groups
Groups
Member information
Customization
Place Basic options
Place logos
Using the logo maker
Using an image file for the place logo
PlaceTypes
Allowing a place to be used as a PlaceType
Themes
Using themes
Offline places
Installing an offline place
Setting offline place synchronization intervals
Using offline places
Place synchronization
PlaceBots
Creating and managing PlaceBots
Using PlaceBots
Administrator and Developer Help
Services for WebSphere Portal
Explore Lotus Quickr home
Setting up a place
Creating a place
Customizing your place
Renaming your place
Adding components
Adding people
Adding pages
Modifying place properties
Saving a place as a template
Managing a place
Members
Viewing members
Adding members to an application
Changing the owner of an application
Canceling your membership to an application
Making applications public
Notifying new members
Manage Members
Reassigning roles of members
Removing members from an application
Roles
Roles and Lotus Quickr
Viewing roles
Creating roles
Editing roles
Role field descriptions
Changing layout
Place layout
Advanced layout
Creating and editing page properties
Changing page status
Deleting pages
Editing page layout
Reordering pages
Pages and Layout restrictions
Page layout
Content help
Appearance help
Wires help
Editing properties
Place properties
Editing application properties
Changing the application owner
Saving an application as a new application template
Property field descriptions for applications
Page properties
Using a place
Blogs
Creating a new blog post
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Viewing and adding comments
Linking to place content
Subscribing to place content
Lists
Working with lists
Creating a new list
Creating a new announcement
Creating a new contact
Creating a new project task
Creating a new setup task
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Viewing and adding comments
Linking to place content
Subscribing to place content
Wikis
Creating a new wiki page
Using a wiki
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Viewing and adding comments
Linking to place content
Subscribing to place content
HTML viewer
Creating HTML content
Inserting a link
Inserting an image
Rich text viewer
Creating rich text
Using the rich text editor
Inserting an image
Inserting a link
Importing and exporting HTML
Feed Reader
Providing team credentials
Providing private credentials
Managing system slots
Documents
Navigating in a library
Dynamic menus
Setting the default start location
Breadcrumb trail
Summary and details view
Live document
Configuring the browser to work with documents
Browser plug-in
Enabling and disabling the browser plug-in
Upgrading the plug-in
Browsers supported by the plug-in
Creating and modifying documents
Creating a document
Assigning a document type
Assigning access to a document
Access roles
Copying a document
Moving a document
Editing a document
Renaming a document
Previewing a document
Deleting a document
Adding a comment to a document
View and edit the properties of a document
Converting document formats
Uploading a document
Uploading a document using drag and drop
Downloading a document
Spell check a document
Replacing a document
Check out or check in a document
Sending a link to a document
Copying a document link
Organizing documents into categories
Assigning a document to a category
Advanced search using categories
Search
Searching for documents
Advanced searching
Rich text editor
Subscribing to a library, document or folder feed
Document versions
Creating a document version
Current and archived versions
Draft approval
Creating a draft document
Submitting a draft for approval
Accepting or rejecting a draft
Working with folders and views
Creating a folder
Assigning access to a folder
Editing a folder
Deleting a folder
Searching a folder
Sending a link to a folder or view
Copying a folder link
Copying a folder
Moving a folder
Renaming a folder
Creating a view
Customizing view columns
Editing a view
Deleting a view
Copying a view link
Searching for content
Search Center
Composite applications
User access to templates and applications
Application access
Working with composite applications
Application and component properties
Application pages
Application roles
Application membership
Restricted applications
Public applications
Membership principles
Access to applications and components
Application management
Adding composite applications to portal search collections
Welcome to the documentation
Accessing Lotus Quickr documentation
Conventions
Directory conventions
Navigating
Searching
Printing
Viewing information in different languages
PDF files
Terms of use
Accessibility and keyboard shortcuts in the information center
Notices and trademarks
Administrator's Guide
Deciding on the services to use
Supported hardware and software
Checking for known issues before installation
Services for Lotus Domino
Planning
Installing
Installing services for Lotus Domino
Installing on Windows
Installing on AIX or Solaris
Installing on IBM i5/OS
IBM Lotus Quickr and Domino compatibility on i5/OS
Preparing your TCP/IP configuration
Adding a TCP/IP interface and host name
Verifying the configuration of other Domino servers
Verifying the configuration of Sametime servers
Verifying the configuration of IBM Directory Server (LDAP)
Verifying the configuration of IBM HTTP Server
Installing and configuring a Domino server for IBM Lotus Quickr
Pre-accepting the IBM Lotus Quickr software agreements
Installing IBM Lotus Quickr on i5/OS
Adding IBM Lotus Quickr to the Domino server
Removing IBM Lotus Quickr from a Domino server on i5/OS
Upgrading to Lotus Quickr 8
What's new?
Backing up places and PlaceTypes
Upgrading servers
Upgrading a server on Windows
Upgrading a server on AIX or Solaris
Upgrading a server on i5/OS
Upgrading the design of databases on the server
Upgrading places and PlaceTypes
Upgrading all places and PlaceTypes at once
Upgrading places and PlaceTypes incrementally
Forcing the upgrade of places and PlaceTypes
Unregistering and re-registering places with the Place Catalog
Unregistering and re-registering all places at once
Unregistering and re-registering places incrementally
Clearing the browser cache on offline clients
Upgrading the on-disk structure of places
Updating Lotus Sametime integration features
Updating integration features after upgrading to Lotus Quickr 8
Updating integration features if you upgrade to Lotus Sametime
Verifying that Lotus Sametimeintegration is working
Changing the server URL root
Moving a place from an older-release server to a current-release server
Enabling the Domino Servlet Engine
Enabling UTF-8 character encoding for non-English server versions
Modifying TCP/IP registry settings on Windows servers
Installing connectors
Configuring collaborative installations
Configuring
Understanding the basics
Starting Lotus Quickr
Starting Lotus Quickr on Windows
Starting Lotus Quickr on AIX or Solaris
Starting Lotus Quickr on i5/OS
Stopping Lotus Quickr
Stopping Lotus Quickr on Windows, AIX, or Solaris
Stopping Lotus Quickr on i5/OS
Understanding administration tools
Creating and using the qpconfig.xml file
Using qptool
Using the Site Administration link
Using the notes.ini file
Performing i5/OS-specific configuration tasks
Changing Lotus Quickr server properties on i5/OS
Changing Lotus Quickr language dictionaries on i5/OS
Running multiple IBM Lotus Quickr servers on i5/OS
Connecting to a user directory
Preparing to access LDAP directory servers from behind a firewall on i5/OS
User directories
Supported directory services configurations
Comparison of LDAP configuration options
Feature differences when accessing places through group membership
Support for special characters in names
Setting up Domino to control directory services
Switching to Domino control of directory services
Setting up Lotus Quickr to control directory services
Customizing Lotus Quickr control of directory services
Customizing the attributes displayed for users and groups
Customizing search filters
Customizing searches for login names
Customizing the user lookup search
Customizing the group lookup search
Customizing the search used to determine group membership
How the Exact Match lookup option affects search filters
Customizing the directory lookup interface
Customizing the search hint in the directory lookup interface
Customizing the display of search results
Sample user directory settings
Customizing the search base used for group searches
Using nested groups
Customizing SSL connections
Using accented characters in user names (AIX and Solaris)
Testing access to an LDAP directory server
Disconnecting from a user directory
Configuring the Place Catalog
How the Place Catalog Works
Configuring clustered servers
Creating a Lotus Domino cluster
Implementing a method for distributing HTTP requests
Modifying scheduled qptool commands in the notes.ini file
Setting up the Place Catalog for a cluster
Configuring security
Configuring user authentication
Configuring multi-server single sign-on authentication
Creating or editing a Web SSO Configuration document
Creating a Web SSO Configuration document
Editing an existing Web SSO Configuration document
Completing single sign-on setup
Modifying cache settings related to user authentication
Configuring access to the server
Specifying administrators
Giving administrator access to external users
Giving administrator access to local users
Specifying who can create places on the server
Specifying which external users can create places
Specifying which local users can create places
Allowing all users who have access to the server to create places
Specifying super user access to the server
Specifying who has super user access from a browser
Specifying who has super user access from a Lotus Notes client
Configuring expanded membership
Expanded membership
Setting up expanded membership
Enabling expanded membership on the server
Configuring the name and password to use to connect to the LDAP server
Enabling expanded membership in places
Blocking specific protocols referenced in link URLs
Blocking HTML attachments that contain cross-site scripts
Hiding the Log In and Log Out links
Configuring browser caching for tighter security
Clearing Lotus Quickr files from the Internet Explorer cache
Preventing caching of pages that contain data on browsers
Integrating with other applications
Configuring connectors
Enabling connector uploads of 10MB or larger files
Preventing the use of connectors
Enabling Lotus Sametime features in places
Preparing the servers to enable Lotus Sametime features in places
Enabling awareness and instant messaging in places
Copying the required Java files
Specifying the Lotus Sametime server for Lotus Quickr to use
Verifying that places are enabled for awareness and instant messaging
Enabling online meetings
Configuring a user for Lotus Quickr meeting integration
Copying files required for online meetings
Configuring the qpconfig.xml file for online meetings
Specify the Lotus Sametime meeting server for Lotus Quickr to use
Verifying that place members can use online meetings
Setting up Lotus Quickr for offline use
Enabling Domino Off-Line Services
Enabling Domino Off-Line Services on Windows, AIX, or Solaris
Enabling Domino Off-Line Services on i5/OS
Creating certifier IDs for offline use
Understanding the certifier ID requirements
Creating an organization certifier for external members in a different organization
Creating an organizational unit certifier for external members
Creating a /QP organizational unit certifier for local members
Creating an Offline Security Policy document
Translating LDAP distinguished names for offline use
Example of translating names that contain the dc attribute
Configuring offline use for specific environments
Configuring offline use in an environment that uses IBM Network Dispatcher
Configuring offline use in an environment that uses Sun Java System Portal Server
Configuring offline use in an environment that uses CA SiteMinder
Using a passthru server for offline use
Performing optional offline configuration tasks
Using an alternate Web server for offline downloads
Using Lotus Quickr login passwords for offline use
Hiding the Work Offline link from users
Offline setup FAQs
Configuring place options
Enabling or disabling context menus or document drag-and-drop
Displaying user images and user information in user context menus
Specifying a footer that appears on all pages
Adding and removing graphic text fonts
Changing the maximum allowed attachment size
Disabling ActiveX
Disabling Java applets
Displaying CGI variables in HTML source pages
Disabling page compression
Customizing user notifications settings
Configuring where the server routes undeliverable e-mails
Disabling calendar subscriptions
Configuring an email URL prefix when using a gateway server
Using qpconfig.xml settings to configure notifications
Customizing the My Places feature
Enabling DBCS members to use My Places
Opening places in a new browser window
Using a custom application for My Places
Specifying rules for a reverse proxy configuration
Customizing Web page cache settings
Configuring cross-place searching
Administering
Managing place membership
Adding external members to places
Changing member names in places
Changing the hierarchy of member names in places
Updating external member information in places
Removing members from places
Changing local member passwords
Managing expanded membership
Enabling expanded membership in places
Changing the directory server or base distinguished name used for the expanded membership groups
Recreating expanded membership groups to resolve problems
Using expanded membership logging
Managing places
Using My Places for place administration
Using My Places to display place statistics
Using My Places to perform place administration tasks
Sending mail to place members
Sending newsletters to subscribers
Locking and unlocking places on the server
Archiving places
Restoring an archived place that you removed
Renaming places
Moving a place from one current-release server to another
Removing places and PlaceTypes from the server
Generating reports about places
Registering and unregistering places
Managing templates (PlaceTypes)
Reordering the server's PlaceType list
Hiding PlaceTypes in the PlaceTypes list
Refreshing places and PlaceTypes
Refreshes
How basic refresh affects the elements in places
How replace affects the elements in places
Refreshing using the qptool refresh command
Refreshing PlaceTypes using the Work with Templates link
Preventing a place from being refreshed
Copying a PlaceType to another server
Deleting PlaceTypes
Maintaining servers
Backing up Lotus Quickr data
Determining server status on i5/OS
Updating statistics in the Place Catalog
Generating reports about servers
Registering and unregistering servers
Recovering if the Place Catalog server goes down
Tracking the number of active Lotus Quickr users
Maintaining a cluster
Creating replica stubs for new places, rooms, and PlaceTypes
Adding a Lotus Quickr server to a cluster
Removing a server from a cluster
Customizing
Place architecture
Customizing and creating objects with Lotus Notes and Domino Designer
Writing client-side JavaScript to extend place functionality
Using XML to access the Lotus Quickr Java API
Setting up the server to access the Java API
Setting up the server for Java API access (Windows, AIX, Solaris)
Setting up the server to access the API (i5/OS)
Accessing the Java API
Accessing the API from a command line
Accessing the API from a Java program
Accessing the API using qptool execute
XML details
Creating PlaceTypes
PlaceTypes
Signing a newly inherited scheduled PlaceBot in a place
Reordering the server's PlaceType list
Hiding PlaceTypes in the PlaceTypes list
Automating tasks with PlaceBots
Creating a PlaceBot
Java PlaceBot files
LotusScript PlaceBot files
Managing PlaceBots
Debugging a PlaceBot
Disabling PlaceBots for tighter security
Running PlaceBots offline
Creating custom place themes
Theme layouts
<QuickPlaceSkinComponent> tag in layouts
<IteratingValue> tag in layouts
One HTML file for multiple layouts
Creating a new theme
Editing a custom theme
Troubleshooting
Known issues documented on IBM Support site
Troubleshooting installation problems
Opening the installation log file on i5/OS
Troubleshooting connectors
You receive the error "The path specified is too long" when using connectors to add a document to a place
Troubleshooting place problems
Imported HTML files with non-English characters not displaying correctly using Safari
Option to create or import Microsoft Office pages missing
Troubleshooting user directory problems
Can't add a member from the user directory
Names of external members are missing or displayed as distinguished names
Mapping dn to display_name causes problems
You cannot use automatic lookup to add new members if more than one match is found
Cannot add two members with the same distinguished name
You cannot create a place that has the same name as a user in the directory
Places do not show changes to user information made in directory
"OK with Anonymous access" shows rather than "OK with credentials" when saving user directory settings
User directory set to localhost or 127.0.0.1 causes server crash
What's New notification doesn't work for users who access rooms through group membership
Troubleshooting security problems
A second cn component in distinguished name is preventing user authentication
A user can't log in to a place after a distinguished name change
User can't log in after name change in Domino Directory
In a third-party authentication environment, users with non-standard names are unable to authenticate
In a third-party authentication environment, users with multi-character delimiters in their names are unable to authenticate
Users are rechallenged for credentials when publishing and lose their edits
If place member and super user have same name, the super user gets member access
A user who is a member of a group is not getting the expected access
Troubleshooting qptool problems
Changehierarchy command adds entries to the Place Catalog in situations when it shouldn't
Addmember command fails when you mistakenly use the -g argument to add an individual user
Must unlock archived place before moving it back and registering
qptool changemember appears to change a user to a group
qptool report returns the error "Database is not full-text indexed"
Uppercase place names specified in XML input are converted to lowercase
qptool does not archive a place that already exists in the specified archive directory
Can't use qptool commands on a place whose name begins with a hyphen
qptool changemember does not change the name in existing page banners
qptool remove -cleanup after qptool remove -p placename not working