A Quickr Way to Work With Library Files in IBM Connections

IBM added support for libraries (derived from Content Manager) in IBM Connections 4.5 Unfortunately the Files-plugins for IBM Notes, Windows Explorer, Microsoft Office 2010, Outlook or Open Office do not support libraries. I’m sure I’m not the only one who has received complaints from users about this.

Then I remembered that at the IBM Connect conference last year, it was also announced that IBM Quickr was discontinued, and that companies using Quickr instead could use libraries in IBM Connections. We used Quickr at my previous employer, and there we had a great plugin that made it possible to work directly with files that had been uploaded to a Quickr Place. You could also create new files, as well as folders, and you could also rearrange files and folders and even rename them. The plugin was used from Microsoft Office, IBM Notes, Explorer, Outlook and IBM Sametime. I don’t think it exists for Open Office.

So I downloaded the IBM Lotus Quickr Connector, and did the following (click on the screen captures to see them in a larger and slightly more readable format):

1) Closed IBM Notes and all Microsoft Office programs that were running

2) Double clicked on the downloaded file and started the installation:

Places plugin install
Start of installation

3) I chose the language for the installation

4) Clicked Next.

5) Agreed to the license rules (we all read through these, right?)

6) Got to the screen where I chose what programs the plugin should be installed for:

Choose the software that will be using the plugin
Choose the software that will be using the plugin

7) As a default, all of them are selected, so you have to deselect the ones you don’t want. I did this by clicking on the small arrow to the right, and then I chose This feature will not be available:

Deselect software you don't want the plugin to be installed for
Deselect software you don’t want the plugin to be installed for

8) In my case I only wanted the plugin for Microsoft Office, IBM Notes and Windows Explorer:

The result of my choices
The result of my choices

9) I clicked Next. I was then asked about the location for the plugin, but I wanted it installed in the standard catalogue, so I just hit Next again. On the next screen I chose Install and the installation started to run. If you do this, and you still have one of the programs that will be using the plugin open, you will be told to try again after closing said program down.

10) After the installation I was told to restart my computer, which I did.

Now I was ready to configure the plugin. But here’s the trick. I was going to tell the plugin to connect up to our IBM Connections server, and not a Quickr server. We don’t even run Quickr at our company.

Here’s how you set up this plugin to work with your libraries instead of a Quickr Place:

You can do this from any of the programs that will be using the plugin, and you only need to do it once. So if you do it in Outlook, you will not have to do it again in Office later. Most people will probably do it from Windows Explorer. The process and all pop up windows will look the same no matter where you do this from.

1) I opened Microsoft Word and found the new ribbon called Places:

A new ribbon will appear in Microsoft Office
A new ribbon will appear in Microsoft Office

2) I then found the Configure button and chose Add Places…:

Add New Places
Add New Places

In Windows Explorer you would have done this by right clicking on the new Team Places icon which is located beneath the list of all your disks and network drives:

Add Places in Explorer
Add Places in Explorer

3) The following screen appears:

Logon screen
Logon screen

4) Now, this is where we do the trick. Instead of entering the address of a Quickr server, you enter the address of your IBM Connections server. Trust me, it will work! Then it’s time to choose your Authentication type. You do that in the pull down menu. In our company we use Integrated Windows Authentication, so I chose that (this means that our users only have to log on to Windows, they don’t have to log on to IBM Notes, IBM Sametime or any plugins). If your company doesn’t have this you choose Basic enter your User ID and Password. Hit Next.

5) On the next screen, all libraries that you have access to in IBM Connections will be listed. They will not be sorted by community, however, so I always instruct my users to include the community name in the name of the library:

List of libraries
List of libraries

6) Then you just check the libraries you want access to and hit Finish. They are now accessible directly from all the programs where you will be using the plugin. If you want to add or remove places later, you just choose Add New Places again and add or remove to your heart’s delight.

But there’s one more thing you need to do before you can use this 100% seamlessly. Open up your IBM Connections site in your web browser. Then navigate to a community containing one of the libraries you just chose. Open the library and scroll to the very bottom of it. You will need to activate that the Quickr plugin should be allowed to check in and out documents from the library:

Here the plugin is activated
Here the plugin is activated

If it looks like it does above everything works just fine. If not, the link to the right of Subscribe to this library will tell you that you need to activate it. To do so, you click on that link and confirm your choice in any pop up windows that might appear. When it looks like it does above everything is fine.

Another way to check if this is ok is to open up a file in the library. If the button the left says Download, it’s not ok:

Only a Download button is showing
Only a Download button is showing

If the button to the left says Edit, everything is hunky dory:

The file can be checked out
The file can be checked out

If you click on Edit the document will be checked out, downloaded and opened in the correct program. You can now edit the file. Every time you save, it will be saved directly into the library. You can also check the file in from the program you are editing the file in.

PS! You need to have at least write access to the library. If you only have reader’s access, you will naturally not be allowed to check out or check in files.

I hope this was useful for you, and that you now will be able to work directly with files in libraries, until IBM starts supporting libraries in the regular Files plugin.

 

Notes Tip #2: Pimp My Notes Client

Natural Notes color
I’ve pimped my Notes client and I change colors, depending on the season. Click to see a larger version

Sometimes you just got to have some fun with your work tools. I like to pimp my Notes client with the help of Panagenda’s Marvel Client: Skinning Edition. This makes it possible for me set my company’s logo as the background for my workspace in my Notes client, as well as changing the database icons. You can download the files and instructions here, but be warned, this might be overwritten by your administrator. It depends on how your setup is.

In addition, I’ve installed the Eclipse plugin called Themes for Lotus Notes. Just follow the instructions, and you will be able to do like me, change the color of your Client, depending on the season. And since it’s summer now, at least according to the calendar, my Notes client these days is green.

Have fun!

Notes tip #1: Import Holidays

Aren’t there times when you are looking through your Notes calendar and you wish that public holidays could be marked, so that you don’t accidentally book meetings on days that no one is at work? At least here in Europe that’s a problem, what with all our public holidays. And if you work at a company that have branches all over the world, or as in the case of my company, employees are travelling all over the world to meet people, it’s often useful to see when other countries have their holidays.

This is how you import holidays into your Notes calendar:

  1. Open your personal calendar inside Notes
  2. Above your calendar, next to the New button, you have a More button. Click it and choose Import Holidays…Import holidays
  3. This screen will pop up:
  4. Holiday Group
    You can choose to import the holiday of any country in the list by checking the check box to the left of the name of the country. In this example I’ve chosen Norway:
    Chosen Norway
  5. Now all the Norwegian holidays will be imported. To check this I go to December to see if the public Xmas holidays have been setXmas holidaysThe Norwegian constitutional day is also in place:

    17th of May

    Also holidays that occur on different dates each year is in place. Here’s Easter:

    Easter calendar

This is how easy it is to have full control over holidays, both in your own country, and other countries. This is of
course also replicated over to your cell phone if you wish.