IBM Notes 9.0.1 Social Edition Help

LOCATIONS AND ACCOUNTS

Locations and Accounts quick reference
This quick reference card is a list of instructions for common tasks and shortcuts for Notes locations and accounts , which you can print and keep at your desk for easy reference.

Table 1. Connecting to a Notes mail server using a wizard

How do I... Action

Use a LAN, cable, or DSL to access Notes mail and applications Make sure you have the name of your home IBM ® Domino® server for Notes (for example, mailbag.east.com/acme). Click Tools -> Client Reconfiguration Wizard. Select Domino server and in the drop-down list, select Local Area Network. Click Next and answer the questions.

Use a phone line to access Notes mail and applications Click Tools -> Client Reconfiguration Wizard. Select Domino server and in the drop-down list, select Network Dialup. Click Next and answer the questions. For additional information, select How can I use a phone line to access Notes mail and applications?.

Table 2. Creating an Internet mail account using a wizard

How do I... Action

Use a LAN, cable, or DSL to access Internet mail Click Tools -> Client Reconfiguration Wizard. Select Internet mail servers (POP or IMAP, SMTP), and in the drop-down list, click Local Area Network. Click Next and answer the questions. For additional information, select How can I use a LAN, cable, or DSL to access Internet mail?.

Use a phone line to access Internet mail Click Tools -> Client Reconfiguration Wizard. Select Internet mail servers (POP or IMAP, SMTP), and in the drop-down list, click Network Dialup. Click Next and answer the questions. For additional information, select How can I use a phone line to access Internet mail?

Table 3. Creating and editing accounts

How do I... Action

Change an account password Click File -> Security -> User Security.
Note: For Macintosh OS X users: Notes -> Security -> User Security.
Log in and click Security Basics, then click "Change Password" under Your Login and Password Settings. In the "Change Password" dialog box, enter a new password in the "Enter new password" field, and then enter it again in the "Re-enter new password" field. Click OK.

Delete an account using preferences Click File -> Preferences. Click Accounts and click on an existing account name the list. Click Delete Account and when prompted, click OK.

Edit an account using preferences Click File -> Preferences. Click Accounts and click an existing account name in the list. Click Edit Account. Edit account properties as desired. Click OK.

Table 4. Working with passthru servers

How do I... Action

Create a passthru server Connection document automatically Click Tools -> Client Reconfiguration Wizard.

Create or edit a passthru server Connection document manually Ask your Domino® administrator for the name of the passthru server. Click Contacts in the Open list, and click View -> Advanced -> Connections. Do one of the following:

To create a new Connection document, click New and then click Server Connection.
To edit an existing Connection document, click the server and click the Edit button.

Click the Basics tab. In the Connection type field, click Passthru Server. In the Server name field, enter the name of the destination server to access. In the Passthru server name or hunt group name field, enter the name of the passthru server. Click Save and Close. For additional information, see How can I create or edit a passthru server Connection document manually?

Specify a default passthru server for the current location From the menu, click File -> Locations -> Manage Locations, click your current location and then click Edit. Click the Servers tab and in the Passthru server field, enter the name of a passthru server. Click OK.

Table 5. Switching to a different location

How do I... Action

Switch to a different User ID for a different location On any computer with single-user Notes installed, insert a floppy disk with your ID file, or move your ID to the hard drive. Click File -> Locations -> Manage Locations, select the location and click Edit. Click the Advanced tab and in the User ID to switch to field, specify a User ID file. Click OK.

Use an outgoing mailbox For details on using an outgoing mailbox, see How do I use an outgoing mailbox?

Table 6. Creating or editing a Location document

How do I... Action

Set up a LAN Notes mail server location manually For details on setting up a LAN Notes mail server location manually, see How do I set up a LAN Notes mail server location manually?

Set up locations for Internet mail manually For details on setting up locations for Internet mail manually, see How do I set up locations for Internet mail manually?

Set up a Network Dialup location or connection manually For details on setting up a Network Dialup location or connection manually, see How can I set up a Network Dialup location or connection manually?

Set up a Notes Direct Dialup (phone line) location or connection manually The Notes® Direct Dialup location and connection are unnecessary because direct dialup modem support using the X.PC protocol is no longer available in IBM® Notes®. If your only method of connecting to a server is a direct dialup modem, you can use remote access software (RAS) in your operating system to connect to a network server that is connected to Notes, if your organization supports such access. Ask your Notes administrator for assistance on creating a Network Dialup location and connection.

Specify phone dialing settings for a location Because direct dialup modem ports (X.PC ports) are no longer supported, phone dialing settings are unnecessary for a Network Dialup location or its connection. To use Network Dialup, you must have remote access software configured in your operating system, and specify phone dialing settings that software instead of in IBM® Notes®.

Table 7. Performing other tasks

How do I... Action

Add secondary servers From the menu, click File -> Locations -> Manage Locations; choose a location and click Edit. Click the Advanced tab and then click the Secondary Servers tab. To see pop-up Help describing the purpose of a field, click once on the field name.

Call from a IBM® ® Domino® server If necessary, switch to a Network Dialup location type. Click the Open button and then click Replication and Sync. From the menu, click Actions -> Call Server.
Note: To add a server to the list in the Call Server dialog box, you create Network Dialup Connection document in your Contacts application. The document specifies a server's dialing information.
Select the server you want to call. Click Dial.

Disconnect from a IBM® ® Domino® server Click the Open button and then click Replication and Sync. From the menu, click Actions -> Hang Up. Select the COM port to which your modem is attached and click Hang Up.

Change phone and time information for the current location Click File -> Locations -> Manage Locations. Click your current location and then click Edit. Click Yes in the Prompt for time/date/phone field. Click OK. Change the phone and time information as desired and click OK.

Edit a Connection document manually Open your Contacts and click View -> Advanced -> Connections. Click the Connection document you want to edit and click the Edit button. Make changes and then click Save and Close.

Delete Location, Account, or Connection documents Do one of the following:

To delete a Location document, click File > Preferences and then click Locations.
To delete an Account document, click File > Preferences and then click Accounts.
To delete a Connection document, click Contacts in the Open list and then click View > Advanced > Connections.

Click the document you want to delete and click Delete. Note: If you delete an IMAP Online account, you are asked whether you also want to delete its associated IMAP proxy application. If you delete an NNTP newsgroup account, you are asked whether you also want to delete its associated newsgroup application. To save storage space, click Yes to All. The applications are not useful without the accounts.
Note: For Connection documents, click View > Refresh to remove the deleted document from the view.

Enable Java applets in Notes Choose File -> Preferences -> Basic Notes Client Configuration. In the Additional options field, select Enable Java applets

Use iNotes to access Notes mail using a browser For details on using iNotes, see How can I use iNotes to access Notes mail using a browser?

Table 8. Advanced tasks

How do I... Action

Configure advanced MIME settings Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab and select MIME settings.

Configure advanced SSL settings Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab and select SSL.

Configure advanced web retriever and log settings Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab and select Web Retriever.

Customize location settings Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab. For details about settings, see How can I customize location settings?.

Parent topic: Locations and accounts

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How do I...	Action
Use a LAN, cable, or DSL to access Notes mail and applications	Make sure you have the name of your home IBM ® Domino® server for Notes (for example, mailbag.east.com/acme). Click Tools -> Client Reconfiguration Wizard. Select Domino server and in the drop-down list, select Local Area Network. Click Next and answer the questions.
Use a phone line to access Notes mail and applications	Click Tools -> Client Reconfiguration Wizard. Select Domino server and in the drop-down list, select Network Dialup. Click Next and answer the questions. For additional information, select How can I use a phone line to access Notes mail and applications?.

How do I...	Action
Use a LAN, cable, or DSL to access Internet mail	Click Tools -> Client Reconfiguration Wizard. Select Internet mail servers (POP or IMAP, SMTP), and in the drop-down list, click Local Area Network. Click Next and answer the questions. For additional information, select How can I use a LAN, cable, or DSL to access Internet mail?.
Use a phone line to access Internet mail	Click Tools -> Client Reconfiguration Wizard. Select Internet mail servers (POP or IMAP, SMTP), and in the drop-down list, click Network Dialup. Click Next and answer the questions. For additional information, select How can I use a phone line to access Internet mail?

How do I...	Action
Change an account password	Click File -> Security -> User Security. Note: For Macintosh OS X users: Notes -> Security -> User Security. Log in and click Security Basics, then click "Change Password" under Your Login and Password Settings. In the "Change Password" dialog box, enter a new password in the "Enter new password" field, and then enter it again in the "Re-enter new password" field. Click OK.
Delete an account using preferences	Click File -> Preferences. Click Accounts and click on an existing account name the list. Click Delete Account and when prompted, click OK.
Edit an account using preferences	Click File -> Preferences. Click Accounts and click an existing account name in the list. Click Edit Account. Edit account properties as desired. Click OK.

How do I...	Action
Create a passthru server Connection document automatically	Click Tools -> Client Reconfiguration Wizard.
Create or edit a passthru server Connection document manually	Ask your Domino® administrator for the name of the passthru server. Click Contacts in the Open list, and click View -> Advanced -> Connections. Do one of the following: To create a new Connection document, click New and then click Server Connection. To edit an existing Connection document, click the server and click the Edit button. Click the Basics tab. In the Connection type field, click Passthru Server. In the Server name field, enter the name of the destination server to access. In the Passthru server name or hunt group name field, enter the name of the passthru server. Click Save and Close. For additional information, see How can I create or edit a passthru server Connection document manually?
Specify a default passthru server for the current location	From the menu, click File -> Locations -> Manage Locations, click your current location and then click Edit. Click the Servers tab and in the Passthru server field, enter the name of a passthru server. Click OK.

How do I...	Action
Switch to a different User ID for a different location	On any computer with single-user Notes installed, insert a floppy disk with your ID file, or move your ID to the hard drive. Click File -> Locations -> Manage Locations, select the location and click Edit. Click the Advanced tab and in the User ID to switch to field, specify a User ID file. Click OK.
Use an outgoing mailbox	For details on using an outgoing mailbox, see How do I use an outgoing mailbox?

How do I...	Action
Set up a LAN Notes mail server location manually	For details on setting up a LAN Notes mail server location manually, see How do I set up a LAN Notes mail server location manually?
Set up locations for Internet mail manually	For details on setting up locations for Internet mail manually, see How do I set up locations for Internet mail manually?
Set up a Network Dialup location or connection manually	For details on setting up a Network Dialup location or connection manually, see How can I set up a Network Dialup location or connection manually?
Set up a Notes Direct Dialup (phone line) location or connection manually	The Notes® Direct Dialup location and connection are unnecessary because direct dialup modem support using the X.PC protocol is no longer available in IBM® Notes®. If your only method of connecting to a server is a direct dialup modem, you can use remote access software (RAS) in your operating system to connect to a network server that is connected to Notes, if your organization supports such access. Ask your Notes administrator for assistance on creating a Network Dialup location and connection.
Specify phone dialing settings for a location	Because direct dialup modem ports (X.PC ports) are no longer supported, phone dialing settings are unnecessary for a Network Dialup location or its connection. To use Network Dialup, you must have remote access software configured in your operating system, and specify phone dialing settings that software instead of in IBM® Notes®.

How do I...	Action
Add secondary servers	From the menu, click File -> Locations -> Manage Locations; choose a location and click Edit. Click the Advanced tab and then click the Secondary Servers tab. To see pop-up Help describing the purpose of a field, click once on the field name.
Call from a IBM® ® Domino® server	If necessary, switch to a Network Dialup location type. Click the Open button and then click Replication and Sync. From the menu, click Actions -> Call Server. Note: To add a server to the list in the Call Server dialog box, you create Network Dialup Connection document in your Contacts application. The document specifies a server's dialing information. Select the server you want to call. Click Dial.
Disconnect from a IBM® ® Domino® server	Click the Open button and then click Replication and Sync. From the menu, click Actions -> Hang Up. Select the COM port to which your modem is attached and click Hang Up.
Change phone and time information for the current location	Click File -> Locations -> Manage Locations. Click your current location and then click Edit. Click Yes in the Prompt for time/date/phone field. Click OK. Change the phone and time information as desired and click OK.
Edit a Connection document manually	Open your Contacts and click View -> Advanced -> Connections. Click the Connection document you want to edit and click the Edit button. Make changes and then click Save and Close.
Delete Location, Account, or Connection documents	Do one of the following: To delete a Location document, click File > Preferences and then click Locations. To delete an Account document, click File > Preferences and then click Accounts. To delete a Connection document, click Contacts in the Open list and then click View > Advanced > Connections. Click the document you want to delete and click Delete. Note: If you delete an IMAP Online account, you are asked whether you also want to delete its associated IMAP proxy application. If you delete an NNTP newsgroup account, you are asked whether you also want to delete its associated newsgroup application. To save storage space, click Yes to All. The applications are not useful without the accounts. Note: For Connection documents, click View > Refresh to remove the deleted document from the view.
Enable Java applets in Notes	Choose File -> Preferences -> Basic Notes Client Configuration. In the Additional options field, select Enable Java applets
Use iNotes to access Notes mail using a browser	For details on using iNotes, see How can I use iNotes to access Notes mail using a browser?

How do I...	Action
Configure advanced MIME settings	Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab and select MIME settings.
Configure advanced SSL settings	Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab and select SSL.
Configure advanced web retriever and log settings	Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab and select Web Retriever.
Customize location settings	Choose File -> Locations -> Manage Locations. Choose a location and click Edit, then click the Advanced tab. For details about settings, see How can I customize location settings?.