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© Fresenius Netcare GmbH
Fresenius Netcare, 20.04.23
Quickr 8.5 – TrainingEnglish Version 1.0
Dr. Frank J. Albus
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 2
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 3
Definitions
Lotus Quickr Product name of an IBM collaboration product.
Place A space inside Lotus Quickr where the team and project collaboration takes place
RoomSeparated space inside a place with an own access rights management
MemberA person who is able to access the place
Lotus SametimeProduct name of an IBM communication product
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 4
Lotus Quickr is a web based collaboration software
Lotus Quickr is a team and project collaboration platform Shared document and information storage Integrated task management Calendar for meeting and simple project planning “What’s new” and newsletter functionality RSS Feeds (only for Lotus Notes 8) Customizable
Place Layout (referred to as “Theme Design”) Web input forms (referred to as “Forms”)
Workflow capabilities for document publishing process
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 5
Accessible https://projects.fresenius.de INTERNAL & EXTERNAL http://collaboration.hg.fresenius.de INTERNAL
Security SSL encrypted communication (Internet (external) server only) Access rights management by the Place owner
Integration Client: MS Office and Windows Explorer Integration Server: Smoothly integrated into the existing Lotus Notes
infrastructure (Email, Calendar, Sametime & Web conferences)
Security and integrated solutions
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 6
Client-side PC requirements
Client PC requirements Windows XP SP3 Professional Windows Vista SP2 Enterprise Apple Mac OS X 10.6
Supported Web Browser Internet Explorer 6 SP3 Internet Explorer 7 / 8 Firefox 3.5 Apple Safari 4.0
Lotus Connectors Windows XP SP3 Professional Windows Vista Enterprise Windows 7
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 7
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 8
MS Office documents (I)
Quickr has an MS Office integration in the web browser Supported file types:
Word Excel PowerPoint
After check-in of an MS Office document Quickr generates and stores a preview of the document
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 9
MS Office documents (II)
The user is able to edit files directly in the browser
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 10
Document types (I)
Quickr allows place members to store text directly in a Quickr Place without having to use a document
The text area includes some simple formatting possibilities The following types of content / functionality types are available
for storing content: Page
Imported File
List
Upload
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 11
Document types (II)
Documents of the type “Imported File” and “Upload” differ primarily in their appearance
Imported File After opening a document the
document preview opens
Use the tab “Attachments” to download the document
Upload After opening a document a view, from
which you can open the preview and download the document, opens
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 12
Document types (III)
In addition to text content the user is able to add file attachments (e.g. documents, .zip-files, etc.)
Some content types have an email notification function which sends an information email to specific place members after check-in
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 13
Document types (IV)
The content type Link saves Internet or Intranet links in a Place
Time planning and task delegation can be done with Event and Task content types → details later
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 14
Lists (I)
Simple presentation of lists in a browser Add, edit and remove list elements
First column is a mandatory field Possible to edit all items at once
Similar to a spreadsheet, you can walk through all cells Different field types possible
Attention: After creating a field you cannot edit the type anymore
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 15
Lists (II)
Import data from a file If a list already exists, the file must have the same structure The first line is used as headings
Different import and export opportunities Microsoft Excel (.xls) Comma-Separated Values (.csv) Lotus Symphony Spreadsheet (.ods)
Restricted access possible Folder and list ACLs can be enabled / disabled in general per place
(Customize > Basics) or server
Attention: When using connectors lists are not displayed
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 16
Forums – Discussions
Place members can create discussion topics and responses Responses will be displayed in a hierarchical way A discussion entry can contain text content and file attachments
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 17
Versioning – Browser
When checking in with a browser you have to check if you want to create a new version
In the versions tab you get an overview of all existing versions of a document
You can easily restore old versions or download old attachments
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 18
Versioning – Connector
When checking in with a connector you have to right click on the link and choose “Versions…”. In the opening window click New
In the versions window you get an overview of all existing versions of a document
You can easily restore old versions
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 19
Trash (I)
Folders or Documents can be moved to the trash The documents are not deleted immediately, emptying the trash
deletes them permanently To delete a list, open it and choose Actions > “Move to Trash” or
click on the small triangle symbol next to the list name in the document view and choose “Move to Trash”
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 20
Trash (II)
In the trash, you can restore some or all documents, delete individual documents or empty the whole trash
Manager and Owners can restore all documents Authors and Editors can only see and restore the documents they
themselves have moved to the trash
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 21
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 22
Room or folder
A room is more “independent” of the actual place Appearance can be customized Separate Calendar / Index / Trash / Tasks Separate member list Own forms
Folders offer a quick access-protected access to content Folder and list ACLs can be
enabled / disabled in general per place (Customize > Basics) or server
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 23
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 24
Using the Quickr tasks
The task functionality in Quickr allows place members to create tasks
Tasks have the following attributes: Priority Assigned place member Start date / Due date
An email information will be sent to the assigned member
The tasks are presented using a Gantt chart
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 25
Using the Quickr calendar
The integrated Quickr calendar allows place membersto fix meetings, all-day events etc.
If enabled in the place settings, a calendar invitation email will be sent to the place members
A place member can enable or disable the subscription of calendar invitations in his profile
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 26
Calendar add in the personal calendar
Open the calendar of your Place and click on “Add to Personal Calendar”
Copy the displayed URL Open your Lotus Notes calendar and add the calendar by using
“Add a Calendar” in the left menu Important: You need, at least, the email template 8.5.2. If the
function is not available, please contact your local hotline.
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 27
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 28
Member management (I)
Each place contains a member management area (“Members”)
For all Place members Quickr stores an user profile with the following attributes:
User name Role Email-address Phone number
These attributes (except roles) are not editable in Lotus Quickr!
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 29
Member management (II)
New Place members are added using the members search The members search allows the place owner to search, add new
place members and assign roles to them Attention: The members search only finds a user if the search input
starts with the first name e.g. “John Doe”
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 30
Member management (III)
User roles inside a Quickr Place:
Reader: Read only documents.
Author: Read, create and edit own documents.
Editor: Read, create and edit documents.
Manager: Read, create and edit documents, administrative place rights like place customisation and adding / removing members.
Owner: Maximum set of right inside a place. The owner is able to do everything in his place.
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 31
Creation of external members
By default it is only possible to add Fresenius internal persons as members of a Quickr Place
If the Place requires the access of external non Fresenius persons, without having access to another Place, the Place owner has to create them first
Place owners can create external members in the “External Users Management Tool”:https://projects.fresenius.de/ExtUserCreation.nsf
Enter all required field (*) and click “Create User” After a check, the login credentials are sent via an email to the
external user
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 32
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 33
Lotus Quickr Connectors (I)
Quickr Connectors make it possible to access a place with the Windows Explorer, simply like a network share, without having to use a browser
Additional functions like check-in and check-out of documents are available
Import: Please remember to check-in documents created using a connector
Please note the published document “Quickr 8.5 – Connectors Installation”
Installation via “Empirum Software-Depot” or via the left menu of the Quickr Hompeage or bottom menu of all Quickr Places
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 34
Lotus Quickr Connectors (II)
On the first usage the Quickr Connectors need a simple configuration
Server: https://projects.fresenius.de or http://collaboration.hg.fresenius.de
User-ID: Lotus Notes user name Password: Proxy- / Internet-Password
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 35
Lotus Quickr Connectors (III)
A Place can be added to the connector using both a browser or Windows Explorer
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 36
Lotus Quickr Connectors (IV)
A new document can be added to the Place using drag and drop
To create a completely new document, right click and, in the opening menu, click New
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 37
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 38
Configuration of a Place newsletter
The newsletter email informs the place members about new and modified content and documents inside the place
Daily or weekly newsletter email By default the weekly newsletter email is enabled. The newsletter
configuration options are stored in Customize > Basics In his profile each place member is able to activate or deactivate
the newsletter himself
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 39
Creation of an own content type
The place owner is able to create customized forms in the area Customize > Forms
Fields can be added using different field types A form can have a workflow for a review of the created content
using the form
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 40
Customising options of a Quickr place
The place is customizable by the place owner and manager. The appearance and functions of the place can be changed in Customize
Basics Activation and deactivation of menu items
(Calendar, Tasks, Members etc) Logo and Theme-Selection Java / ActiveX activation and deactivation Notification options
Creation and management of own forms PlaceBots for data processing (This requires
programming skills!)
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 41
Miscellaneous
Each Folder generates a RSS/ATOM Feed, but which is only usable with a Lotus Notes 8 client installation
The “What’s New” area in Room Actions or Place Actions > “What’s new” display the last changes on content and documents at a glance (similar to the newsletter)
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 42
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 43
Tips (I)
In your Internet browser add the URLs https://projects.fresenius.de and http://collaboration.hg.fresenius.de to the list of trusted sites
Activate Java, JavaScript and ActiveX in your web browser
Deactivate each kind of add and pop-up blocker for the Quickr URLs above
Deactivate Yahoo-, Google-Toolbar etc. Use the latest browser version
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 44
Tips (II)
Create documents and folders on the first level of navigation only using Quickr web access, do not use connectors
Use the internal Quickr navigation and not the navigation of your Internet Browser, especially when checking documents in and out
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 45
Agenda
Introduction to Lotus Quickr
Using the task & calendar functions
Working with content & documents
Quickr user management
Quickr Connectors
Advanced Quickr functions
Tips & Tricks
Questions & Answers
Room or Folder
© Fresenius Netcare GmbH 20.04.23 Quickr 8.5 – Training 46
Questions & Answers
Thank you for your kind attention!
Dr. Frank J. Albus
IBM Certfied Application Developer – Lotus Notes and Domino
Fresenius Netcare GmbH
Collaboration Services
+49 (6172) 608 - 7584