2. Agenda
How customizable is IBM iNotes?
Basic customizations
– demo
Modifying the look
– demo
Web page generation overview
– demo
Summary
Q&A
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3. Business Considerations Drive the Way Customers Consume Software
SaaS / Public Cloud
Dedicated Cloud
On Premises
Agility and Price Advantage
Customization, Flexibility
Pay per use, standard terms of use
You own the license or capital
Automatic updates
Choice of where and how data is managed
Shared infrastructure and ops
Completely customizable
Instant scale
Dedicated infrastructure
Considerations
How do I buy?
How quickly can I get new features?
Does it matter where data resides?
How important is price?
Do I need to scale up and down rapidly ?
Who manages?
Do I need to customize? Special integrations?
4. How customizable is iNotes?
Can customize almost anything
Different from Traditional Domino Web Applications
– Design elements are separate
– Uses WebHybrid processing
– Uses tag-based textual markup similar to JSP
– Doesn’t utilize many agents
– Uses limited set of Domino Web Commands and some special URL arguments
Requires Web development skills such as HTML, JavaScript, and CSS
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5. Template and Forms File
References
mail85.ntf
iNotesForms9.nsf
Inherits
Most Design:
HTML, CSS, JavaScript,
Images
View Design
Data
mailJUser.nsf
Domino server
Browser
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6. Ways to Customize IBM iNotes
Enable/disable certain Functional Areas
Policies
Special Forms (Custom_*) provided for basic customizations
– Modify action bar menu items
– Modify existing view columns
– Add masthead
– Modify banner logo
– Add fonts to rich text editor
Override styles and colors
Modify forms
Add widgets in sidebar panel
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7. Enable or disable components or functional areas
Policies
INI setting: iNotes_WA_Areas
– will still work but policy takes precedence
URL arguments
– &PresetFields
• Example: http://{mail file path}/iNotes/Calendar/?OpenDocument&PresetFields=
h_SkinTypeOverride;h_Blank,s_CalView;2,s_CalDate;20090301
• See Deployment Guide for more information
– &Layout
• Example: http://{mail file path}/iNotes/Contacts/?OpenDocument&layout=BN!H*MS!H*OF!H*LO!
H*SW!H*LP!C
• See wiki article for more details
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8. iNotes Admin Policy Support
iNotes MailSettings
• User UI mode
• Functional areas
• Functional area at login
iNotes Mail Settings (cont.)
• *IBM Docs Integration
• *IBM Connections Files integration
• Maximum attachment size
• Mail threads
• Remote image display
• Browser cache management
• Logout scrubbing
• Allowing attachments
• Instant messaging features
• Default spell check dictionary
• iNotes ActiveX
• Enabling feeds
• Widget enablement (pre 9.0)
• Lotus Quickr integration
• Calendar subscriptions
• Offline settings
• Refresh inbox automatically
• Enable unread count
• Auto update unread count
• Enable scroll hints
• Disable warning on opening attachments
• Filter out images from emails
• Proxy servlet name/URL pairs
• Show preferences
• Allow archiving on the server
• Allow local archiving
Initial sidebar display state
Shared Mail Settings
• Mail basics
• Follow up
• Attention indicators
• Message recall
• Calendar basics
• Calendar display
Shared Desktop Settings
• Right double-click to close
• Mark documents read on preview
• Save sent mail
• Sign sent mail
• Encrypt sent mail
• Mail notification
• Internet mail format
• Prefix each line with a char
• Wrap lines at a certain length
• *Widgets
• Notices
• Scheduling
• Automatic processing
• Rooms and resources
• Mail and Calendar
• Disclaimer text
• Disclaimer position
• Soft Delete Time
Security Settings
• Password Quality
• Certificate Expiration
• Notes ID Vault
• iNotes Proxies
• Password Expiration
Archive Settings
• Server-based archiving
• Prohibit archiving
• Prohibit private archiving criteria
iNotes Display Language
ST Proxy Enablement
Extension Forms File
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*Newer settings with 9.0 Social Edition
9. Can't set policies in SCN
Some settings are available in SCN Administration Account Settings
Under System Settings – IBM SmartCloud Notes
Some profile doc settings are preserved from on-premises mail files
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10. New architecture in 8.5
Full mode uses the “lite” architecture that was introduced in 8.0.1
Tabbed UI
Uses widgets
Some forms continue to use the “classic” architecture
– Full mode Calendar*, Contact, To Do, Notebook entry forms
– Lite mode Calendar* and Contact entry forms
– Home page
– Preferences
Forms, etc. that are new for the “lite” architecture have “_Lite” in the name
* Calendar forms converted to new architecture in 9.0 Social Edition
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11. Extension Forms File
Customization subforms are in this file
Created from template
If the file exists on the server, customizations will be used
Customizations are not overwritten by updated Domino version
Should be able to do most customizations here, without touching main Forms9 file.
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12. Extension Forms Files in IBM SmartCloud Notes
Requires brief contract with ISSC
Must use Extension Forms file template downloaded from the service
Some restrictions on customizations
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14. Custom_JS_Lite subform
JavaScript form to centralize most customizations
Script file which is available on all new architecture forms and views
Contains customization functions
Also a location to store your own script
Is cached on server with rest of static common user script
– Add stuff to SessionInfo if you need per user or per mail file formula computations (special subform
added in 8.5.3)
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15. Some functions in Custom_JS_Lite Form
Callbacks and Functions
Custom_Scene_Actions_Lite
Custom_Scene_PostLoad_Lite
Invoked after each widget is initialized
Custom_Scene_PreSubmit_Lite
Invoked prior to submitting an action to the server
API_TimeZones_Lite
Add additional time zones
API_SetPortalMailViewColumns_Lite
Set which columns get displayed for the Mail portlet.
API_GetWhoAndAltWhoColNamesForView_Lite
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Add, remove or change actions
Set which columns get displayed when alternate name is enabled
16. More functions in Custom_JS_Lite
Helpers
API_GetSelectedDocs_Lite
Returns array of strings representing UNIDs
API_IsView_Lite
Returns true if view page
API_GetMailfilePath_Lite
Returns URL path up to and including “.nsf”
Custom_ActionsHelper_Lite subform
addActionsLite
removeActionsLite
Remove menus or submenus from action bar
repositionActionsLite
Changes position of menus or submenus
checkActionIDs
Display menu IDs
checkActionPositions
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Add new menus or submenus to action bar
Display menu position numbers - “classic” forms
17. Additional customization forms and subforms
Custom_Welcome
Add additional web sites for Web page panel choices
Custom_JS_Edit
Add new fonts in the rich text editor
Custom_Masthead
Add a masthead at the top of the page
Custom_CSS
Add additional CSS styles
Custom_Banner_Lite
Modify the displayed banner
Custom_Page_Dictionary 1
NotesVars available for use in Custom_CSS
Custom_xxx_Dictionary 2
Inclusion of new NotesFields and NotesVars
Custom_LazyLoad_Subforms 2
Add code to lazy load table
Custom_Logout 2
Add code to be run on logout
Custom_About 2
Display forms file version and a user-specified file version number in iNotes console
Custom_SessionInfo 3
Add items to session info object
Classic_Custom_SessionInfo 4
Add items to session info for classic forms
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17
New in 8.5.1
2
New in 8.5.2
3
New in 8.5.3
4
New in 9.0
18. checkActionIDs and checkPositions functions
Call these functions to display IDs or position numbers of action bar menu items.
checkActionIDs( s_MenuID ) - new architecture views and forms
– Displays the menu ID in the hover text of “MENU ID” item
– Displays the menu item ID in the hover text
checkActionPositions(s_TopBranchId) - “classic” forms
– Displays the position number next to the menu item.
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19. How do you edit IBM iNotes markup?
Forms and Subforms
– Domino Designer
– Forms9_x.nsf or Forms9.nsf
Images and skin elements
– Domino Designer within ResourcesFiles
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21. Referring to new resources
Added to the Extension Forms file
– Add the file to ResourcesFiles
– src="/iNotes/Forms9_x.nsf/LotusSoftware.png"
– background-image:url(@{s_EFF}/act-hyper-hover-images.gif?OpenFileResource&MX);
• s_FF = Forms file
• s_EFF = Extension Forms file
File on Domino server
– Put file into <Domino data directory>dominohtml
– src="/file.html"
On another server
– src=”http://www.server.com/file.gif'
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22. Migrating customizations from 8.5.x to 9.0 Social Edition
Rename Forms85_x.nsf to Forms9_x.nsf
Run agent to change value of $FormsTemplateFile field in icon note to:
– "iNotes/Forms9.nsf"
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23. Modifying the look
Override styles in the stylesheets
– Custom_CSS
Override grad fill color specs
– dwa.properties
Consolidated icons
– One image file that contains many icons
– Icons are selected by x, y coordinates in the styles
– Files: basicicons.gif, commonactionicons.gif, commonactionicons.gif,mailoutlineicons.gif,
viewactionicons.gif
Change the layout
– &Layout URL argument
– Modify skins in main Forms file
• f_ShimmerSkin-h_ListFolder for views
• f_ShimmerSkin-h_MailPage for documents
24. Customizing ultra-light mode
Styles:
– m_StyleSheet_xxx
– iphone.css and standard.css – for 8.5 and earlier
Layout and code are combined in m_xxx forms and subforms
Images are in mxxx files in ResourcesFiles
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26. IBM iNotes Web page construction
All Forms/Subforms use pass-thru HTML
Special tags are interpreted by server to:
– Insert skin
– Insert skin components
– Insert subforms
– Evaluate computed blocks (@formulas)
– Determine persisted and computed-only items
Full mode is now using Lite mode architecture
– Use combination of skin components (loaded by server) and widgets (client)
– More AJAX (lazy loading, etc.)
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27. iNotes code/forms
Loaded by InsertNotesSubForm
Browser specific:
– xxxCode – IE
– xxxCode_Gecko – Mozilla
– xxxCode_Safari – Safari
f_xx – used by Full mode only
l_xx – used by Lite and Full mode
INI setting iNotes_WA_Debug_SubForms=1 – subform names are displayed on the server console as
they are loaded
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28. Special server-side tags
Insert content from other design elements
<NotesField Name=ItemName>
– Define persisted field
• Type=Text|TextList|RichText|Mime|Number|NumberList| Time|TimeList
• InitialValue=
- Evaluated if item doesn’t exist within document
• Value=
- Evaluated as page is generated and as page is saved
– Example:
• <NotesField Name=Subject>
<NotesVar Name=ItemName>
– Define a computed for display only item
– Same element attributes as Notes field
<NotesDictionary>…</NotesDictionary>
– Block which may contain NotesVar and NotesField tags
All support an includeif={@formula} attribute for conditional inclusion
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29. Special server-side tags
Conditionally include content
<NotesFragment includeif={test}>
– Includes the content if test is true
• <NotesFragment includeif={s_Gecko="1"}>
background-color: blue;
• </NotesFragment>
<NotesFragmentSwitch>
– Simulates the if ... elseif ... else ... pattern:
• <NotesFragmentSwitch>
• <NotesFragment includeif={s_Gecko="1" | s_Safari="1"}>
top:1px;
• </NotesFragment>
• <NotesFragment>
top: 0px;
width: 0px;
• </NotesFragment>
• </NotesFragmentSwitch>
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31. Miscellaneous
String resources in separate file
– File: dwa_xx.properties
• In ResourcesFiles of main Forms file
– Easier to add / modify strings
– Customizers can add new languages
– In 9.0.1 can override strings in Extension Forms File
Log messages to the iNotes console
– Example: AAA.EVI.sr(level, “”,"message”);
– level:
• 0 = error
• 1 = warning
• 2 = info
• 3 = detail
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32. QueryOpen/QuerySave agents
IBM iNotes doesn’t use these within core application
Add iNotes_WA_QueryAgents=1 to NOTES.INI to enable this functionality
Two NotesVars are used to invoke agents
– $$QueryOpenAgent
– $$QuerySaveAgent
– Example:
• <NotesVar NAME={$$QuerySaveAgent} INITIALVALUE={“YourAgent”}>
Please refer to the Manipulating Data in Domino Web Access developerWorks article for a working
example of QueryOpen and QuerySave agents
Starting in 8.5.2, agents can be in Extension Forms File
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33. Debugging tools
Firefox
– Firebug
IE
– Developer Toolbar (included in IE9 and later. Downloadable for earlier versions)
– Visual Studio
Safari
– Develop menu
Chrome
– Developer tools
Access by F12
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35. Updates in 9.0 Social Edition
Classic_Custom_SessionInfo
Adding Custom_Masthead will cause 9.0 masthead to be hidden
Standard 9.0 masthead can be modified using Custom_Scene_Actions_Lite
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36. Updates in 9.0.1 Social Edition
Can override strings
Customize name type ahead drop down
Can override any subform
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37. Summary
Some ways to make basic customizations are provided
– Policies
– Using Custom_* forms and subforms
Look of IBM iNotes pages can be customized by CSS styles and grad fill color specs
For more complex customizations, you need to understand how IBM iNotes pages are generated
Useful tools for examining page layout and debugging JavaScript are available
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38. IBM iNotes Customization Resources
Notes and Domino wiki
– http://www-10.lotus.com/ldd/dominowiki.nsf
– Community Articles, Lotus iNotes, Lotus iNotes Customization
Wiki article
– http://www-10.lotus.com/ldd/dominowiki.nsf/dx/The_basics_of_iNotes_customization
Notes / Domino 8.5 forum on developerWorks
– http://www-10.lotus.com/ldd/nd85forum.nsf
– Product area: iNotes, Technical Area: Customization
Notes / Domino 9.0 Social Edition Forum
– http://www-10.lotus.com/ldd/ndseforum.nsf
– Category: iNotes
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39. Related sessions/resources
ID103: What's New in IBM iNotes Social Edition
ID107: Configuring IBM SmartCloud Notes Web for Your Organization
ID110: Living in the Web is Easy! Extending IBM Notes Client-Based Applications to Browser Clients
ID111: IBM Notes Browser Plug-in : Leverage Your IBM Notes Application Investment in a Browser
iNotes Team in the Meet the Developers Lab
Session examples available in the lab and on-line
40. Engage Online
SocialBiz User Group socialbizug.org
– Join the epicenter of Notes and Collaboration user groups
Follow us on Twitter
– @IBMConnect and @IBMSocialBiz
LinkedIn http://bit.ly/SBComm
– Participate in the IBM Social Business group on LinkedIn:
Facebook https://www.facebook.com/IBMSocialBiz
– Like IBM Social Business on Facebook
Social Business Insights blog ibm.com/blogs/socialbusiness
– Read and engage with our bloggers
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41. Access Connect Online to complete your session surveys using any:
– Web or mobile browser
– Connect Online kiosk onsite
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