UPDATE! Last week a friend of mine asked me if I could try and find out where the IBM Connections plugin for Microsoft Outlook had gone. It was no longer available as a download in the IBM Collaboration Solutions Catalog. Turns out it has been pulled!
Yesterday I upgraded Office 2016 manually on my computer. This because I changed my Office 365 subscription to a payment plan that gives me more apps, like Teams and Skype for Business. This made the IBM Connections plugin for Outlook stop working. But thanks to IBM, I managed to fix it. Here’s how you can do the same.
As an IBM Champion who is visiting a lot of IBM customers, I often get asked questions about challenges that the users have with some of the products. Very often I can give them the answer. But sometimes I have to go to IBM to ask the product managers for help. And other times I turn to the wonderful IBM Collaboration Solutions community. So, here are my challenges at for the customer I’m working with this week:
When you save a file directly from Microsoft Office and up into Files in Connections, you can’t share this file with external users. When you try to share it afterwards, you get a strange error message. This means you have to save the file locally first, and then upload it to Files via the web GUI.
When you are in the Windows Explorer plugin, and you drag a file locally from your computer and over to Files, you cannot choose to share the file externally if the Connections solution is running on prem. This actually works in the plugin if the plugin is connected to the cloud version of Connections
While you can print a wiki page, you cannot print an entire wiki. Is there a way to do that?
Why can’t you print a file from the Files web GUI? You can’t print it in preview mode either. I was expecting to be able to print a file when I opened it in IBM Docs, but no. I can only print it to PDF! Why?
I’m not sure I understand the process of adding external users. My customer says that when they add an external user, this user hase to log on at least once before they can start adding this user to communities, or start sharing files with her Is this true?
Any help on these matters will be more than welcome.
A lot has been said about the future of IBM Notes and Domino lately, but the truth of the matter is that there are still lots of Notes clients out there that are still heavily in use.
There are also IBM Notes customers who are using IBM Connections. Because of this, IBM has created a plugin that makes it easy for you to share content from IBM Notes and into Connections, and the other way around.
In the plugin you can post and interact with your activity (news stream), as well as with a persons profile and business card. You can drag attachments from emails and drop them straight into Connections (both into your personal files as well as as into a community’s files). You can also interact with, comment on and share files from the plugin.
You can also work with Activities directly from IBM Notes. Personally I prefer working with activities inside the Notes client to the cumbersome GUI in the web browser. You can drag and drop elements internally inside the activities, as well as drag and drop emails, Notes documents and attachments straight into an activity.
In short: The IBM Notes plugin for IBM Connections is a great tool, with a lot of great features. It has increased my own productivity in Notes and Connections a great deal. But I’ve seen a lot of people asking on Greenhouse and in other forums whether a manual exists. And it doesn’t. Until now.
I’ve therefore created a complete manual on how to use the IBM Connections plugin for IBM Notes. You can download it here.
Please let me know if you find any errors, spelling mistakes or things that are outdated because of upgrades to the plugin. Constructive feedback is welcome.
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:
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:
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:
8) In my case I only wanted the plugin for Microsoft Office, IBM Notes and Windows Explorer:
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 nota 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:
2) I then found the Configure button and chose Add 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:
3) The following screen appears:
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:
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:
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:
If the button to the left says Edit, everything is hunky dory:
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.