IBM Software September 2013

IBM Notes and Domino 9.0 Social Edition software reviewer’s guide 2 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Contents This section describes some of the many new features and functions available in IBM Notes 9.0 software. For further 2 What’s new in IBM Notes 9.0 software? details on using these features, and for details on the software’s IBM Notes and Domino 2 Email many existing capabilities, refer to the information center at http://www.lotus.com/ldd/dominowiki.nsf. 3 New calendar features Information on support in Notes 9.0 Social Edition software for embedded experiences and OpenSocial is covered in detail later 5 Search features in this guide. 7 IBM iNotes features Email 10 IBM Notes Browser Plug-in Messages grouped by date in inbox view 11 Embedded experiences and OpenSocial Now you can see messages in your inbox grouped by categories such as today, yesterday and last week. From your inbox, select 13 IBM Domino software Show > By Date. 14 IBM Notes Traveler software

16 IBM Domino Designer and application development

With IBM® Notes® 9.0 Social Edition and IBM Domino® 9.0 Social Edition software, IBM is extending its platform for social business with an integrated social email solution. This reviewer’s guide highlights the software’s innovative, new capabilities and describes in detail how email and application platforms integrate more easily with newer social tools while offering flexibility and choice in deployment options.

Figure 1. Group messages in your inbox by date. What’s new in IBM Notes 9.0 software? IBM Notes software is a leading enterprise messaging client, providing users with email, calendar, contacts, to-do and related Abbreviated dates collaboration capabilities in a rich client delivered to their desk- Changes to Notes software enable you to see abbreviated, tops, laptops, browsers or mobile devices. The IBM Domino simplified dates in your mail view: platform is more than just an enterprise messaging server; it is also a rapid application development platform that includes ●●●For messages sent or received on the current day, the date design and developer tools and server run time in a single column will show the time (for example, 4:50 PM). package, delivered on premises, in the cloud or via hybrid ●●●Messages sent or received the previous day will display deployments. Together, Notes and Domino software form a “Yesterday” and the time of the email. core part of the IBM platform for social business—one of the ●●●If the date of a message sent or received falls on a day within industry’s most comprehensive, integrated sets of capabilities the past year, the message will show the month, day and time designed to help you become a social business. (for example, May 12 5:30 PM). IBM Software 3

●●●If the date of a message sent or received falls on a day within a Image preview for attachments previous year, the message will display the month, day, year When reading MIME email or when creating image attach- and time (for example, 5/12/2011 3:15 PM). ments in the rich text editor in Notes 9.0 software, you will now ●●●If a future date somehow appears in the mail view, operating see a thumbnail preview of attachment images. system settings dictate that the message will display the month, day and time (for example, 5/12 5:30 PM). New calendar features One-month view in calendar You can override abbreviated dates at any time. For mail views, More quickly see and plan upcoming appointments and the “Use abbreviated dates” selection is checked by default— meetings by scrolling through your calendar one week simply uncheck the box to override this feature. For other views, (instead of one month) at a time. For example, instead of just “Use abbreviated dates” selections will be unchecked by default. viewing only all of December or all of January, you can see the last few weeks of December and the first few weeks of January Message snippets in inbox view simultaneously. You can now preview message body text in your inbox view simply by selecting Show > Beginning of Message directly from Other new calendar features enable you to: the inbox. By hovering over messages in the inbox, you can see the first 100 characters of any message. ●●●Use the vertical scroll bar to navigate forward or backward ●●●Drag the scroll bar slider to navigate to a specific month New action bar for “Read/Unread” mail (a tool tip will show you which month you are scrolling to) New capabilities in Notes 9.0 software provide an action bar ●●●Click the up or down arrow of the scroll bar to navigate button in your inbox so you can more quickly mark specific forward or backward by one week messages as “Read” or “Unread.” Previously, to enable this ●●●Click within the scroll bar to navigate forward or backward feature, you had to use the Edit > Unread marks menu. by one month ●●●Use calendar shortcuts – PgUp—scroll backward one month – PgDn—scroll forward one month – Ctrl+PgUp—scroll backward one week – Ctrl+PgDn—scroll forward one week

Figure 2. Use the new Notes software action bar to mark messages in your inbox. 4 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

You can also assign colors for color-coded categories directly from the calendar entry form. Create a new calendar entry, and simply select the Assign Colors button.

Check Calendar dialog box remains in view Now you can move and size the Check Calendar dialog box and keep it on top while you’re interacting with Notes software.

Forward overlaid teamroom calendar as email If you have a teamroom calendar overlaid into your Notes calen- dar, you can now send that teamroom calendar as an email.

Figure 3. Leverage new scrolling options in the calendar view to quickly find specific dates or events.

New Weekly Planner in calendar Notes 9.0 Social Edition software includes a new calendar view (not yet available in the IBM iNotes® client) called Weekly Planner that shows the days of the week in a two-column format. This new view is similar to the weekly view in the Notes Basic client, where you can scroll within a day view to see more entries.

You can also show available times in the Weekly Planner by clicking Show > Show Available Times to view times when you don’t have any events scheduled. If you select Show Available Figure 4. Notes software now allows you to forward a teamroom calendar via Times, the day’s events will appear. email, right from your inbox.

Color-coded calendar entries by category New Notes 9.0 capabilities let you color code your calendar entries by category. (Note: This feature will override any existing calendar entry color settings on the Calendar & To Do > Colors preferences tab.) To set category colors for calendar entries and calendar event categories, choose File > Preferences > Calendar & To Do > Colors > Category Colors. IBM Software 5

Search features Improved starts with quick find experience The latest version of Notes software helps you more easily find information, regardless of whether the data is in mail, calendar, teamrooms or any other Notes view. You can now select which column to search (the software automatically sorts by that col- umn), and if you’re searching for a name, the type-ahead feature will help you quickly find it.

To use this feature, simply start typing in any view (or click Ctrl+F), and a dialog box will appear where you can select in which column to search and continue typing the information you’d like to find. You can choose to search in any column in that view or choose the Any column to search in all columns.

Searching views with no columns In calendar views with no columns, such as One week or One month, you can choose to search just that view or the entire application. For example, if you’re looking at the monthly view of April, select This view to search only in the month of April, or select All to search the entire calendar. Figure 5. Search mail files and archives simultaneously in the Notes Standard client. Selected view sort order Notes 9.0 software places the Show results drop-down menu— You can find this feature in the Search toolbar and disable it at which defines the view sort order for search results—more anytime by selecting File > Preferences > Search List and uncheck- prominently in the View Search box. This new location allows ing All Mail and Archives from the Search list. you to change the sort order for search results without having to search again each time. Discover page New in Notes 9.0 Social Edition software is a home page called Note: An application must have a full-text index for you to see the Discover page through which you can more quickly and easily the Show results drop-down menu; otherwise, you will see a Not find targeted Notes client information, including what’s new in Indexed notification link. the release, introductory material for new users, and helpful hints and tips. Use the Quick Links tab to launch your workspace, Search mail and archives at the same time mail, calendar, other Notes applications you’ve recently used, With Notes 9.0 Social Edition software, you can simultaneously and other resources such as the Notes and Domino wiki. search your mail file and any (or all) mail archive applications Functionality on the Discover page can detect whether a user has you have created. been provisioned for IBM Connections software and will auto- matically show content relevant to the Connections social Note: This feature is only available to Notes Standard platform. client users. 6 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Note: If you have customized your home page prior to this latest release, Notes 9.0 Social Edition software will continue to show your custom home page in the Notes client.

Figure 7. Use the new icons to launch inbox elements with just one click—no matter where you are in your Notes software.

You can also choose to hide the new icons simply by right- clicking and selecting Hide ___ Shortcut Button. To display an icon again, click View > Show Shortcut Buttons and select the icons you wish to show. Figure 6. Use the new Discover page feature in Notes software to find more- targeted information more quickly and easily.

Support for IBM Social Theme IBM has added support to the current release for the IBM Social Theme, providing a new, cleaner and more modern look to the Notes 9.0 Social Edition client. IBM is adopting this theme across its product line to create a consistent user interface. You can implement the new look as an additional theme simply by choosing File > Preferences > Windows and Themes and selecting the IBM Social Theme (or any of the other available themes).

Open mail, calendar, contacts or home page in one click The new Social Theme includes new icons, which you can click to open mail, calendar, contacts or the Notes home page—these buttons are available no matter where you are in Notes software.

Figure 8. If you don’t want to use the new icons or only want to display a few icons, simply hide them in a few simple steps. IBM Software 7

Use mini view to see work at a glance Improved integration with Lotus Protector With Notes 9.0 software’s new mini view, you can see notices, Notes 9.0 software features improved integration with the follow-up messages or to-do items in the left navigation of your IBM Lotus® Protector appliance. Now you can block domains mail or calendar view. By default, the mini view is collapsed— in the form of an enhanced dialog box available in the Block simply click the mini view to open it. Addresses action in Notes mail.

IBM iNotes features This section describes some of the many new functions available in IBM iNotes 9.0 Social Edition software. With this release, IBM brings iNotes software (when used in tandem with the Notes Browser Plug-in) to near parity with the rich user experience in the Notes client. For most users, there will be no discernible difference in the user experience between Notes and iNotes software. The latest additions are also highlighted below. For further details on using these and other features, and for details on the many existing capabilities of iNotes software, refer to the IBM Notes and Domino information center at http://www.lotus.com/ldd/dominowiki.nsf.

Improved iNotes calendar create and edit forms With the new functionality inherent in iNotes 9.0 Social Edition software, users can take advantage of:

●●●Easier-to-read forms that enable faster scheduling of team meetings, individual appointments, anniversaries, all-day events and reminders ●●●Simplified, feature-rich calendar forms that hide infrequently used features yet allow users to easily redisplay those features as necessary ●●●New calendar forms that are better integrated with the current Figure 9. See notices, to-do items and more with the new mini view. mail experience and iNotes software framework

New toolbar option A new toolbar menu now includes the option Show Toolbar Only When Editing. 8 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Figure 10. Use the improved iNotes software features to more easily Figure 11. Updated forms in the new iNotes software release expand the schedule meetings, events, appointments and reminders. types of notices associated with calendar events.

Improved iNotes calendar notice forms iNotes calendar dynamic scheduler widget Using these updated forms, you can receive invitations, broad- If you’re creating a meeting or an invitee proposes a new time cast notices, reschedule notices, meeting updates, confirmations, for a meeting, the meeting creator and any of the invitees can cancellations, meeting removal notices and delegation notices use the new dynamic scheduler widget to easily drag and drop (from another invitee). For chairpersons, the updated forms when selecting a time that accommodates meeting participants’ include notices such as counterproposals, information requests, schedules. acceptances, declines, delegations and tentative acceptances. The dynamic scheduler widget also allows you to: If you receive a meeting invitation, the improved functionality of iNotes software allows you to determine your availability, act on ●●●Drag to change the meeting time or duration a new status and check your calendars to propose a new meeting ●●●View green checkmarks over time columns that indicate time—all from within a meeting notice. When suggesting a whether all invitees can attend new time, you can now easily add comments in the proposal by ●●●Use the drag bar to determine whether all invitees can attend default, rather than choosing between Propose New Time and at the selected time—the drag bar changes between green and Propose New Time with Comments options. red, per availability ●●●Drop the drag bar on a day boundary to automatically expand the time grid to 24-hour mode ●●●Quickly pick a recommended meeting time for all required attendees IBM Software 9

Find available time directly from iNotes inbox Chrome, Microsoft Internet Explorer or Apple Safari because More quickly schedule a meeting while reading your daily email those browsers do not enable users to paste images from the with the new dynamic scheduler widget. Just right-click on any clipboard. document and click Find available time to open the new sched- uler. Then pick your meeting time and click Create meeting to Attachments area improvements schedule the event. iNotes software provides a new and improved HTML-based attachment area that’s available across browsers. You can even Calendar view improvements drag and drop files into recent browsers that support HTML5. IBM iNotes 9.0 software offers improvements to the calendar view, including simplified calendar entry colors, conflict indica- Notes link improvements tors to show when two calendar events overlap, and a gutter area In the iNotes 9.0 release, default links are only Notes software to the right of your calendar entries that allows you to easily links (rather than web links) and are represented by new icons double-click and create a new entry with an overlapping time (shown next to the link text in figure 13) as opposed to the older (see figure 12). icons that were used in previous releases.

Figure 12. Improvements to iNotes calendar views help simplify your calendar experience.

Importing contacts into iNotes To import existing contacts from Microsoft Outlook into your iNotes client, first export them from Outlook as a comma sepa- rated value (CSV) file; then import the file.

Paste images from clipboard with Firefox If you use the Mozilla Firefox browser, you can copy and paste images from the clipboard into the rich text editor of an iNotes mail message. iNotes software does not support Google Figure 13. New improvements to Notes links now feature icons for easier identification. 10 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Social Edition: new widgets and live text support for integrate with a browser. The components associated with the iNotes plug-in are specific to the Notes Basic client. Any features in an In the 9.0 software release of the IBM Domino OpenSocial application that require standard client components (widgets, component, iNotes software provides support for widgets and live text and composite applications) will not be available when live text. running that application under the Notes Browser Plug-in. If your application runs successfully in the Notes Basic client, Note: Widgets and live text features are only supported in it should run unmodified in the Notes Browser Plug-in. For iNotes client (full mode). these and other more advanced features, IBM recommends using XPages technology to more quickly and easily modernize Widgets your existing Notes applications for web or mobile access. A new My Widgets sidebar panel provides a view of all installed widgets, plus actions such as browse catalog and update widget. Additional components from the Notes Basic client that are Additional functionality includes the ability to: not included with the plug-in include spell check dictionaries, local help files and attachment viewers. Additionally, the Notes ●●●Drag and drop to install web and OpenSocial widgets from Browser Plug-in does not support access to a user’s mail the widget catalog—simply right-click and choose Remove to file. IBM strongly recommends using iNotes software for remove the installed widget mail access. ●●●Open web widgets in a tab, window, floating window or sidebar by right-clicking on the widget and choosing the The images below show a Notes application as well as the Notes corresponding Open command workspace running unmodified in a web browser. ●●●Launch OpenSocial widgets in a tab, floating window or sidebar by right-clicking on the widget and choosing the corresponding Open command ●●●Edit widget properties by right-clicking on a widget and choosing Properties ●●●Enable administrators to install and push web and OpenSocial widgets to users

Live text IBM iNotes 9.0 software now supports live text recognition and action execution in emails. You can send specific text to a widget by selecting the text and double-clicking on the widget in the My Widgets sidebar panel. Note that for this function to work, you must have a selected text action configured to the widget.

IBM Notes Browser Plug-in The IBM Notes Browser Plug-in allows you to work with your Notes applications directly in a browser. Notes client compo- Figure 14. Use the Notes Browser Plug-in to work with your Notes applications directly in a browser. nents enable the plug-in to work with your application and IBM Software 11

Embedded experiences and OpenSocial OpenSocial support IBM Notes and iNotes 9.0 Social Edition software now support rendering of OpenSocial 2.0–compliant gadgets. All gadgets that are rendered in Notes or iNotes software must have widgets in the widget catalog as well as administrator approval. When the widgets for the OpenSocial gadgets are approved, you can push them via policy or install them via the widget catalog and enable users to open them in the same way they open other widgets.

Support for OpenSocial in both Notes and iNotes 9.0 Social Edition software adds a consistent web-programming model across products. Additionally, a vast majority of application pro- gramming interfaces (APIs) and functionality are available to OpenSocial gadgets inside both clients.

Figure 15. This image shows another view of the Notes Browser Plug-in associated with a user’s workspace. Note: Notes and iNotes Social Edition software do not support all the capabilities of the OpenSocial 2.0.1 specifications. Platform support Some functionality may not work as described in the specifica- The Notes Browser Plug-in is supported only on the Microsoft tions. Please refer to the OpenSocial Gadget limitations in Windows platform (Windows 7 and 8) and supports the follow- IBM Notes and IBM iNotes information at ing browsers and versions: ibm.com/support/docview.wss?uid=swg21631993 for more details.

●●●Firefox (release 10 and above) ●●●Internet Explorer (release 8 and above) Highlighted functions in this latest release include:

In addition, the Notes Browser Plug-in will run as part of a ●●●Notes and iNotes Social Edition software consume virtualized client environment supported by Citrix. OAuth 2.0 and OAuth 1.0a protocols, and gadgets can lever- age these technologies to make requests to OAuth-protected Installation web services You have two options for installing the Notes Browser Plug-in: ●●●OpenSocial gadgets can make requests to web services via using a stand-alone package or during installation of the gadgets.io.makeRequest or osapi.http. (You must make OAuth standard client. Please refer to the product documentation requests through gadgets.io.makeRequest.) for installation instructions. ●●●OpenSocial gadgets may contribute actions and retrieve the current selection in Notes or iNotes software ●●●Services can use OpenSocial gadgets and URLs to provide embedded experiences in mail (see the Embedded experiences section below for additional details on this functionality) ●●●OpenSocial gadgets can open dialog boxes (modal and non- modal), tabs and sidebars using the gadgets.views.open APIs in OpenSocial 12 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Embedded experiences Rendering embedded experiences in your Notes email Embedded experiences allow application developers to embed To render an embedded experience in your Notes mail, you content from their applications—such as a gadget or a simple must install a widget created for the gadget or URL that is being web page—inside OpenSocial 2.0 containers. With embedded used as the embedded experience in your My Widgets sidebar experiences, users can immediately act on business information panel in your Notes or iNotes client. Additionally, the Disable directly from their email messages or Notes applications— embedded browser for MIME mail preference must be unchecked helping boost productivity by reducing context and application in the Basic Notes client configuration preferences. switching. Gadgets and containers that support embedded content can choose to render it as an embedded experience, Gadget actions and OpenSearch which can be placed in emails using the MIME standard. A gadget can contribute actions to the Notes and iNotes clients, For example, in addition to plain text and HTML, MIME as well as by the context menu and either the top-level menu types for JSON-based and XML-based applications can be (Notes client only) or the toolbar menu (iNotes client only). embedded directly in an email. Notes Social Edition and Additionally, a gadget may contribute actions to specific objects, iNotes Social Edition software both support embedded such as mail messages, contacts and attachments (Notes client experiences in email. only), and display them in the context menu when a user is selecting and right-clicking those objects.

In addition, in iNotes software, actions on files are contributed to the attachments toolbar. When running, the action opens the parent gadget and runs some JavaScript software, which may or may not act on the current selection. The action can specify the gadget view in which it should open (for example, profile, default or canvas) and the view target, which is the type of Notes or iNotes view in which the gadget should be opened (for example, tabbed page, sidebar, floating window or dialog box). If no view is specified, the action runs in the default (or current, if open) view of the gadget. If no view target is specified, the action runs in a floating window.

Note: If multiple instances of the same gadget are open, the action runs in all of those views. If any instance of the gadget is open, the action runs in that instance, no new instance is opened Figure 16. With new embedded experiences improvements to Notes and the view target is ignored. software, application developers can embed content, such as gadgets, inside OpenSocial 2.0 containers. Creating OpenSocial widgets Notes and iNotes Social Edition 9.0 software introduces OpenSocial widgets—a new widget type that supports creating widgets based on existing OpenSocial gadgets. Using the new IBM Software 13

OpenSocial widget wizard tool, a widget developer can create flexibility and can help reduce administrative costs. SAML OpenSocial widgets, which are used like other widget types and authentication allows a user to authenticate once with a enable users to: designated identity provider (IdP), after which the user can access any server that is partnered with the IdP. ●●●Open the widgets in a tab, new window, floating window or sidebar panel Both Notes client and web client users can use SAML-based ●●●Wire live text to widget actions authentication, which depends on signed data manipulation language (DML) identity authentication for multiple Domino An OpenSocial gadget can also provide advanced features—such web servers and applications as well as any third-party applica- as using APIs and the OAuth protocol and rendering in an tions affiliated with the IdP. The IdP determines the method embedded experience—as detailed in the Social Gadget of the one-time authentication—whether prompting the user Specification. Because OpenSocial widgets use advanced for a password or using other methods such as Integrated features, an administrator will need to approve the widgets Windows Authentication, including Simple and Protected before they are made available for client use. When a widget GSSAPI Negotiation Mechanism (SPNEGO) and Kerberos developer creates the widget, the developer needs to publish the protocol for intranet users. For Notes client users on Citrix, widget to the corporate widget catalog; then the widget catalog SAML authentication can facilitate an SSO solution, usually administrator needs to approve the widget. Once approved, with the IdP configured for Integrated Windows Authentication. Notes and iNotes 9.0 software users can install the widget SAML authentication at Notes client startup is referred to as from the catalog and render the widget in their clients. You federated login. can find details on how to create an OpenSocial widget in the IBM Notes and Domino information center at Note: For web users, SAML-based SSO is an alternative to http://www.lotus.com/ldd/dominowiki.nsf. multisession server authentication, another SSO method already available in Domino software. SAML is most useful when your IBM Domino software Domino environment includes third-party web applications This section describes some of the new features and functions accessed by the majority of your users or when your multisession available in IBM Domino Social Edition 9.0 software. server authentication is too limiting for your organization—for For further details on using these features, and for details example, if the target environment requires SSO across Domain on the software’s many existing capabilities, refer to the Name Server (DNS) domains. IBM Notes and Domino information center at http://www.lotus.com/ldd/dominowiki.nsf. You can set up federated-identity authentication for Domino web server users, for Notes client users who authenticate Using SAML to configure federated-identity through federated login or both. In this latest Domino release, authentication your administrator can set up the Domino server to use Notes and Domino software federated identity for user authenti- SAML authentication by associating it with an on-premises cation uses the Security Assertion Markup Language (SAML) federated-identity server, such as IBM Tivoli® Federated standard from the Organization for the Advancement of Identity Manager software coupled with IBM Tivoli Access Structured Information Standards (OASIS). An ideal method Manager authentication server software. These Tivoli servers through which to achieve single sign-on (SSO) access control, become the IdP, and the Domino server is registered with it as the SAML standard provides users with convenience and providing the SAML authentication service. 14 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Domino software supports SAML 1.1 and SAML 2.0. The Incoming messages (Notes client users) SAML version you use depends on which IdP you choose. By default, when a Notes client user receives an incoming Unless your organization has a specific reason to use message that requests a return receipt, if Do not allow users to set SAML 1.1 (such as if it is required to support SSO with specific return receipt has been set in a policy that applies to the user, applications), IBM recommends SAML 2.0. he or she will now see a prompt.

Changes to policy settings for return receipts Using IBM HTTP Server for TLS The latest Domino software release provides changes and IBM Domino 9.0 Social Edition software includes an entitle- enhancements involving return receipt behavior on outgoing and ment to IBM HTTP Server to support Transport Layer incoming mail messages. Your administrator can configure the Security (TLS) for Domino web applications. behavior for Notes client users through a combination of policy settings and NOTES.INI settings on the Domino server. The Support for Secure Hash Algorithm settings are configured entirely through NOTES.INI settings The Secure Hash Algorithm (SHA-2) is available for use with for IBM iNotes client users (see below). some encryption features on Windows, IBM AIX®, and Linux platforms. SHA-2 is widely used and is approved by Federal Outgoing messages (Notes client users) Information Processing Standard (FIPS) Publication 140-2 to Your administrator can prevent client users from using settings assist in compliance with government mandate National for a return receipt on outgoing messages. Previously, adminis- Institute of Standards and Technology (NIST) Special trators could control only default behavior of whether return Publication 800-131 A. SHA-2 is currently available to use for receipts would be requested. Now, an additional setting allows X.509 certificate signature verification and S/MIME signed mail administrators to disable return receipt settings completely. On as well as some areas of Notes and Domino software where a the Mail > Basics tab of Mail Settings policy documents, the check password such as the Internet (HTTP) password was previously box is under Outgoing Mail Checking: Do not allow users to set “hashed.” return receipt. No Domino configuration is required to make use of SHA-2. After administrators apply this setting by policy, the following When Notes client users receive S/MIME messages encrypted elements appear dimmed for client users: using the algorithm, SHA-2 is listed in the Document Encryption and Signing Properties box that a client user can

●●●The Return receipt check box in the Delivery Options dialog box open by clicking the Signature or Encryption icon in the Notes ●●●The Send me a return receipt when recipients read mail I send client status bar. check box on the Mail > Basics tab in Mail Preferences (iNotes users do not have this preference) IBM Notes Traveler software ●●●The Return receipt check box at the top of a mail message With IBM Notes Traveler software, you can leverage broad (visible if the client user selects Display > Additional Mail support of mobile devices and tablets to extend collaboration to Options) your mobile employees and keep them connected with people and information—from virtually any location. This section describes some of the new features and functions available in Notes Traveler 9.0 software. For further details on using these features, and for details on the software’s many existing capabili- ties, refer to the IBM Notes and Domino information center at http://www.lotus.com/ldd/dominowiki.nsf. IBM Software 15

To Do sync support for IBM Notes Traveler software BlackBerry 10 support for Android devices In addition to supporting devices running the BlackBerry This release provides two-way sync support for Domino To Do 10 operating system, IBM Notes Traveler 9.0 software supports data. Using the new IBM Notes Traveler To Do application on a two-way sync of mail, contacts and calendar on these devices via Google Android device, mobile users can: the ability to define a Microsoft Exchange ActiveSync server address either in a BlackBerry Enterprise Service 10 managed ●●●Renew upcoming to-do items using several different views device or in a directly connected device configuration. ●●●Complete to-do items or remove them entirely ●●●Create new to-do items There is no client software to install to use Notes Traveler ●●●Organize to-do items into lists 9.0 software on BlackBerry devices, but you must create an ●●●Sync attachments as part of to-do data account on your device for mail, calendar and contacts before you can connect to the Notes Traveler server. On the BlackBerry To Do sync support for IBM Notes Traveler software 10 device, Notes Traveler software supports sync, mail, calendar, for Apple iOS devices contacts and security functions. Mobile users with Apple iOS devices enjoy the same benefits that the new IBM Notes Traveler To Do application offers to For more information about features, see the product documen- Google Android users. However, to sync to-do data on Apple tation sections titled Using a BlackBerry Device FAQ and How is iOS devices, you must first download the complimentary IBM Traveler for BlackBerry 10 devices unique? IBM Notes Traveler To Do application from the Apple App Store. Updated IBM Notes Traveler server operating system support Windows Phone device support Notes Traveler 9.0 software now supports additional operating Notes Traveler 9.0 software now supports devices running system platforms, including: Microsoft Windows Phone versions 7.5, 7.8 and 8.

●●●IBM i Windows 8 tablet support ●●●Microsoft Windows Server 2012 Notes Traveler 9.0 software now offers limited support for ●●●Red Hat Enterprise Linux 6, 64-bit mode (Notes Traveler devices running Microsoft Windows RT and Microsoft software now runs in native 64-bit mode when installed with Windows 8 PRO software and supports two-way sync of mail the IBM Domino 64-bit version) and contacts on these devices using the built-in Exchange ●●●SUSE Linux Enterprise 11, 64-bit mode (Notes Traveler account. Additionally, you can sync and view calendar data on software now runs in native 64-bit mode when installed with Windows RT and Windows 8 PRO devices, but we do not the IBM Domino 64-bit version) recommend making calendar changes on the device at this time because IBM is currently performing additional testing to Note: IBM has removed support for Red Hat Enterprise Linux validate calendar support beyond simply viewing events. See the 5 and SUSE Linux Enterprise 10 because the Domino 9.0 server Using a Windows RT device section of the product documenta- does not support these operating system levels. tion for more information on existing capabilities. 16 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

IBM Domino Designer and application Applications not in working set development With working sets, Domino Designer software users can filter This section describes many of the new features and functions the contents of the Applications Navigator view. Working sets available in IBM Domino Designer 9.0 Social Edition software. let you group applications into categories, which in turn only let For further details on using these features and for details you view applications in a specific working set or in multiple on the software’s many existing capabilities, refer to the working sets. The latest Domino release helps you overcome a IBM Notes and Domino information center at past, frustrating issue—determining which applications were not http://www.lotus.com/ldd/dominowiki.nsf. contained in any working set. This new capability helps you organize and clean up the Applications Navigator so you can Home page focus on a subset of the applications that you have. Domino Designer 9.0 Social Edition software has a redesigned home page. The home page QuickLinks tab now features a In this release, IBM has added a new function that lets you list of working sets as well as basic tasks, links to additional view all of the applications in Domino Designer software that information and a tip that refreshes each time the home page are not stored in a working set. This is similar to the Other is refreshed. The remaining tabs on the home page include Projects working set, which is available in the Java Package information snippets to help new users and upgrading users Explorer view. You can find this function in the Domino and provide links to documentation for more specifics. Users Designer interface in two locations: the Domino Designer can close the home page at any time and reopen it by choosing Home Page or the Applications Navigator working set toolbar Help > Home. drop-down menu.

Server-Side JavaScript Debugger Content assist within the XPages source editor By introducing the Server-Side JavaScript (SSJS) Debugger The latest Domino release introduces new content assist in Domino Designer software, IBM now makes it possible for functionality in the XPages source editor, which improves you to debug either against the Domino Designer local preview developer productivity when working in source mode in XPages. server or against a Domino server. To make it easier to set up Similar to other editors in the Eclipse development environ- and use this feature, IBM has added a Debug IBM Domino ment, pressing Ctrl+space bar activates the content assist Designer Server-Side JavaScript toolbar button to the main function. toolbar, along with corresponding menu items. The content assist functionality is enabled by default within the XPages source editor; users can disable it in the source editor via the XPages Editor preferences, specifically the option Enable content assist on tag names in the source editor.

Figure 17. The new SSJS Debugger in Domino Designer software provides developers with more debugging options. IBM Software 17

Consider using this feature while editing custom controls. When you press Ctrl and hover over a Custom Control in the source editor, hyperlink navigation lets you navigate directly to that Custom Control.

Hovering over xpCGIVariables.jss and clicking on the resulting hyperlink in figure 19 opens the selected design in figure 20.

Figure 18. Capabilities in the latest Domino release let you use content assist when working in the XPages source editor.

If you already have existing XPages, you must add a new control (via a drag-and-drop method from the Controls Palette) to enable Figure 19. The latest release of Domino Designer software includes support the new content assist functionality. In this release, the content for hyperlink navigation in the XPages Source Editor. assist feature only works within tags—you can only use it to autocomplete attribute names within tags.

XPages source editor hyperlink navigation In the latest release of Domino Designer software, the XPages source editor supports hyperlink navigation, which describes generic Eclipse functionality where text within an editor can be made into a hyperlink. By pressing Ctrl and hovering over text within any editor in Eclipse, the environment provides feedback to an editor that the user is trying to enable hyperlink naviga- tion. Hyperlink navigation is a significant time saver because developers can easily open other design elements without having to go to the application navigator. The latest Domino Designer software release enables the XPages source editor to use this functionality, which is always on and does not include a disable option. The software also provides support for hyperlink naviga- tion on a control-by-control basis. Hyperlink navigation is only Figure 20. A simple hovering action is all that is required to click on the applicable to certain controls and in most cases, only to certain resulting hyperlink. attributes on certain controls. 18 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Hyperlink navigation lets you open several types of design XPages editor memory management improvements elements based on the value of a control (in the case of The latest release of Domino Designer software provides mem- Custom Controls) or based on the value of an attribute ory management improvements, including those specific to the (in all other cases). XPages editor. IBM has investigated and fixed certain previously identified memory leaks. In the past, these leaks would typically XPages source editor hover help surface when editing large, complex XPages with many control Eclipse currently provides a simple framework for allowing visualizations (that is, XPages containing several complex design editors to provide hover help based on where a cursor is when elements) and would lead to a Java Out of Memory exception, hovering within an editor. One example of this is the hover which caused Domino Designer software to crash. help in the Eclipse Java editor—hovering over a particular Java construct while in the editor provides additional informa- Palette state saving tion on that construct. In Domino Designer software, the This newest software release now enables the XPages editor’s IBM LotusScript® editor currently provides solid hover help palette to remember its state from one page to the next as well as for items within it. remember states between sessions of Domino Designer software, helping improve developer productivity and minimize rework. In this release, you can also get this type of help in the XPages source editor, including information about the node over which Send Mail simple action you are currently hovering. Similar to the new hyperlink naviga- XPages simple actions allow you to perform a preprogrammed tion described in the BlackBerry 10 support section, the Eclipse activity that can be more easily modified by arguments, allowing editor framework provides positioning information to the hover for improved developer productivity. You can apply simple help layer, which can be interpreted and resolved back to a actions to event handlers and group them as well. In this release, Document Object Model (DOM) node within XPages. After the IBM has added a new Send Mail simple action through which DOM node is resolved, the editor can provide a description for to more easily send an email from an XPages application and the current tag and attribute. All tags and attributes that provide send emails that can participate in the Notes and OpenSocial a description for themselves via xsp-config can also make that embedded experience. information visible in the hover help functionality within the XPages source editor. Detection of content types and editable content type field Improvements to Domino Designer 9.0 software now enable You can control this functionality using a preference within the the software to detect all contributed XPages content types as Domino Designer preferences tab. The feature is turned on by well as enable you to edit the content type field for computed default, with a time-out of 500 milliseconds associated with the fields and view columns. When developing XPages, the content preference (that is, when the cursor has been at rest for more type field for the Computed Field control and for View Columns than 500 milliseconds, the Eclipse editor framework will invoke was previously read only—a sticking point for developers who the XPages source editor hover help functionality). At that point, wanted to contribute their own content types. With this new the XPages hover help function resolves the node against the functionality, all contributed XPages content types are displayed XPages registry and retrieves a description for the node. This in a drop-down menu in the user interface. XPages developers feature is also designed to work with the this.attribute notation, can select from one of the predefined content types in the which is used extensively throughout XPages technology. combo box or can simply type the ID (name) of the content type into the editable field. IBM Software 19

Support of converters added to XPages check box specify an attribute list where each attribute has a name and a control value and appears as an HTML attribute in the main HTML The latest release of Domino Designer software now enables element that corresponds to the XPages control. IBM made the the XPages check box control to accept data converters. following additional changes to address this issue: For example, you can now enable a converter to store the value “5” as a number instead of a string. ●●●Added a new rowAttrs property to the View Panel, File Download and Repeat controls Boolean converters added to controls that accept ●●●Added a new panel control tagName property to support the converters proposed new container HTML elements With Domino Designer 9.0 software, developers can enable the ●●●Added a new Edit Box control type property, with runtime Boolean converter to be added as a converter on any XPages checking to prevent type=“checkbox” or any of the older control that supports converters. The Boolean converter lets HTML4 types values saved through XPages be stored within the data source as Boolean objects rather than strings. Figure 21 shows the PNG file support for image resources properties for a Boolean converter used in an Edit Box control. In this latest release, you can now import portable network graphics (PNG) files into Domino Designer software as image resources; the file type is now a selection choice in the Image type combo box. With this capability, you can use PNG files in places where image resources are used (for example, XPages, forms, views and outlines).

Domino Designer preferences changes IBM has made the following changes to simplify working with Domino Designer software preferences:

●●●XPages is now its own preferences category ●●●Extension Library and Palette preferences now appear under Figure 21. The new Boolean converter capability enables developers to store the XPages category values saved through XPages within the data source as Boolean objects. ●●●The Show line breaks in editor preference is now Show line breaks in design editor because it refers to the source editor Using the Boolean converter, an application developer can store ●●●Bubble help preferences and hover help preferences have a Boolean object of True or False in the data store as opposed to moved from the Domino Designer preferences panel to the their corresponding string alternatives. XPages panel/XPages Editor group ●●●New check boxes and some associated timers for hover help XPages control properties added to support and content assist were added to the XPages panel/XPages HTML5 attributes Editor group—the timer controls are for hover help only and To address requests for changes and enable greater flexibility will be grayed out if the check box is unchecked in using HTML5 attributes, IBM has added the attrs property to ●●●A new preference lets the user turn automatic indenting on or most XPages controls, the XPages StyleSheet and other client- off in the LotusScript editor—located in the General section of side resource objects. The attrs property allows developers to the LotusScript Editor Preferences tab; the current default value enables this feature 20 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

“Close Application” Applications Navigator menu option With capabilities in this newest release, you can manually close applications that are open in the Domino Designer Applications Navigator. Access this functionality via a new context menu item that has been added to the Applications Navigator. Closing applications that are not in use is a best practice because it frees system resources for other operations.

Figure 23. You can enable this new context item only when an application is selected and the same application is already open.

When selected, the Close Application menu item will close the currently selected application as well as all open design elements associated with that application.

JAR design element IBM introduces a new Java Archive (JAR) design element in this latest software release, which enables you to work with packaged Java code and libraries that are included in the application Notes Figure 22. The latest Domino Designer release enables users to manually Storage Facility (NSF). This design element is only available to close applications open in the software’s Applications navigator. XPages applications where the XPages run time automatically loads the JAR element. Using this feature can help you avoid This new context menu item is only enabled when an applica- having to deploy the JAR elements to a server and include the tion is selected and the same application is already open. You can source files only in the application database. Although you disable the menu item by selecting a node in the design element can add JAR files to the NSF through the virtual system, the tree. For example, in figure 23, a view design element is selected in the active application, so the Close Application option is disabled. IBM Software 21

JAR design element automatically manages the classpath and XPages Extension Library places the JAR file into web-inf/lib, which is the recommended The biggest feature enhancement for developers is really a set of location for JAR files used in a Java Platform, Enterprise Edition features collectively referred to as the XPages Extension Library, (Java EE) application. or ExtLib for short. It contains more than 100 new tags and controls that allow developers to build rich web applications. You can find the JAR design element in the Application The ExtLib is integrated into the Domino Designer palette so Navigator under Code, right next to the Java element. developers can easily drag and drop them onto their XPages or custom control. The tags and controls are broken up by functional category and include new data access controls for consuming representational state transfer (REST) services; Dojo form and layout controls make it easy to leverage Dojo; ExtLib controls for rich user interface (UI) behaviors, including a layout control that gives developers an application framework; iNotes controls for displaying calendars and list views; and mobile controls for building mobile web applications. There is so much new capability provided that it is often referred to as the second generation of XPages. So whether you are building new XPages applications or modernizing existing Notes client applications, this is a must-have in practically any developer’s toolbox.

New XPages versions of Discussion and TeamRoom templates Domino 9.0 Social Edition software includes new versions of the Discussion and TeamRoom templates. Both of these templates were built using the XPages ExtLib and provide rich desktop web and mobile web experience. Existing Discussion and TeamRoom applications can easily be upgraded to the new design by doing a simple replace design operation.

Option to run server-based XPages applications directly on a Domino server Many network transactions must be carried out when executing the XPages application in the Notes client, so XPages applica- tions on the Notes client often experience performance chal- lenges when running applications that reside on remote Domino servers. Figure 24. The new JAR design element enables you to work with packaged Java code/libraries included in the application NSF. 22 IBM Notes and Domino 9.0 Social Edition software reviewer’s guide

Furthermore, because XPages Notes applications run in the These initial classes and methods provide a basis for exploring local Notes web container, all of the XPages Java classes (XPages development possibilities and for building small, simple calendar and custom controls) must be copied across the network from and scheduling prototype applications without the need to be the remote server to the Notes client to be executed. Similarly, fully versed in the internals of Notes calendar and scheduling. all page resources (CSS, JavaScript, GIFs and so on) must be IBM added NotesCalendar and NotesCalendarEntry classes to fetched from the remote server, as do the actual data documents. the 9.0 release; the following summarizes the new methods that Moreover, if your XPages application leverages other Notes we implemented for these classes. design artifacts (for example, using the computeWithForm feature), then large design elements such as forms, subforms and ●●●Session.getCalendar shared fields must also be fetched remotely. On high-latency networks, this can significantly affect performance, particularly NotesCalendar: if you’ve designed your application primarily for the web and it’s not optimized for the Notes client. You can avoid this ●●●NotesCalendar.getEntry situation by using the new Domino Designer software launch ●●●NotesCalendar.createEntry option. ●●●NotesCalendar.readRange

When a Notes user checks and launches this application— NotesCalendarEntry: called Run server-based XPages applications directly on Domino server— the XPages run time is requested to run the application on ●●●NotesCalendarEntry.read the Domino server over HTTP. This launch option also allows ●●●NotesCalendarEntry.update you to request that remote applications be run on the Domino ●●●NotesCalendarEntry.remove HTTP server—just as they are for the web user—and displayed in the Notes XPages container. This approach improves perfor- The XPages JavaScript reference includes documentation mance by helping eliminate excessive network transactions. for the new NotesCalendar, NotesCalendarEntry and NotesCalendarNotice classes, and the documentation XPages and programmability also includes syntax and examples for the corresponding New calendaring and scheduling of back-end classes LotusScript and Java classes. Click Help > Help Contents and This release provides a framework and first set of methods look under IBM Domino Designer XPages Reference > Domino. for a Java API exposing Domino calendar and scheduling functionality, which enables you to create, read, update and New REST service for accessing Domino Data remove calendar data in a personal mail file using the standard- Domino 9.0 Social Edition software now allows developers and ized iCalendar (RFC 5545) data format. This functionality also application integrators to access Domino data using the Domino allows for explicit calendar actions on calendar entries and Data Access service. This REST-based API supports create, notices, such as accept, decline and cancel. read, update and delete operations against Domino document data. It is integrated with the Domino software’s web security framework so security settings can be enforced. IBM Software 23

Spell checker added to CKEditor For more information IBM has added a spell checker to the CKEditor in XPages, To learn more about IBM Notes and IBM Domino 9.0 Social which will be available on the server and the client. The spell Edition software, contact your IBM sales representative or checker uses the dictionaries shipped with Notes and Domino Business Partner, or visit: ibm.co/NotesDomino software, allowing individual users to access spell checking features when editing rich text in XPages. As shown in figure 25, Try the latest technology at no cost: you can find the spell checker in the CKEditor.

●●●IBM Notes and Domino Social Edition on-premises trial code download at: ibm.com/developerworks/lotus/downloads ●●●IBM iNotes hosted trial on: http://greenhouse.lotus.com

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Figure 25. You can now take advantage of a spell checker capability in the CKEditor in XPages. © Copyright IBM Corporation 2013

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Produced in the United States of America September 2013

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