Sametime: IBM Lotus Sametime Connect Client Help

Lotus Sametime
®
Release 8.5
IBM Lotus Sametime Connect Client Help
SC23-8759-02
Lotus Sametime
®
Release 8.5
IBM Lotus Sametime Connect Client Help
SC23-8759-02
Note
Before using this information and the product it supports, read the information in “Notices” on page 21.
Edition Notice
This edition applies to version 1, release 8.5 of IBM Lotus Sametime (product number 5724-J23) and to all
subsequent releases and modifications until otherwise indicated in new editions.
© Copyright International Business Machines Corporation 1996, 2009.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Frequently asked questions . . . . . . 1
Basics. . . . . . . . . . . . . . . . . 1
What are the essentials for getting started? . . . 2
How do I show others where I am? . . . . . 2
What are the keyboard shortcuts and other
accessibility features? . . . . . . . . . . 3
Work with text chats. . . . . . . . . . . . 6
How do I keep all my chats in one window? . . 6
How do I invite someone to a chat I’m already
having? . . . . . . . . . . . . . . . 7
How can I show the time and date in chat
transcripts? . . . . . . . . . . . . . . 7
How do I save emoticons that my chat partners
send me? . . . . . . . . . . . . . . 8
How can I send a file to my chat partner? . . . 8
How do I save chats and view my chat history? . 8
Get connected . . . . . . . . . . . . . . 9
What is a server community? . . . . . . . . 9
How do I connect to more than one server
community? . . . . . . . . . . . . . 9
How do I chat with people who are members of
a public instant messaging network? . . . . . 10
Other ways to communicate . . . . . . . . . 11
What other ways can I communicate beyond text
chats? . . . . . . . . . . . . . . . 11
How do I start a call with someone who is on
my contact list? . . . . . . . . . . . . 12
How do I start a call with someone who is not
on my contact list? . . . . . . . . . . . 13
© Copyright IBM Corp. 1996, 2009
How do I start a call with someone who is not in
my organization? . . . . . . . . . . .
How do I set my preferred device or telephone
number for calls? . . . . . . . . . . .
Other neat things you can do . . . . . . . .
How do I take an annotated screen capture? . .
How do I display contacts with their full names
or short names? . . . . . . . . . . . .
What ways can I view my alternate contact list?
How do I automatically change my status
whenever I have a meeting scheduled? . . . .
How do I customize the notifications I get for
different events? . . . . . . . . . . . .
How can I control how others see me in their
contact lists? . . . . . . . . . . . . .
Troubleshooting . . . . . . . . . . . . .
Why are some icons in the user interface grayed
out? . . . . . . . . . . . . . . . .
What does the contact list conflict message
mean? . . . . . . . . . . . . . . .
How do I sort my contact list? . . . . . . .
Learn and do more . . . . . . . . . . . .
13
13
14
14
14
14
16
16
16
18
18
18
18
19
Notices . . . . . . . . . . . . . . 21
Trademarks .
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.
.
.
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.
.
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.
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.
. 23
Index . . . . . . . . . . . . . . . 25
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Sametime: IBM Lotus Sametime Connect Client Help
Frequently asked questions
Basics
Work with text chats
“What are the essentials for getting started?”
on page 2
“How do I keep all my chats in one
window?” on page 6
“How do I show others where I am?” on
page 2
“How do I invite someone to a chat I’m
already having?” on page 7
“What are the keyboard shortcuts and other
accessibility features?” on page 3
“How can I show the time and date in chat
transcripts?” on page 7
Get connected
“How do I save emoticons that my chat
partners send me?” on page 8
“What is a server community?” on page 9
“How do I connect to more than one server
community?” on page 9
“How do I chat with people who are
members of a public instant messaging
network?” on page 10
Other ways to communicate
“What other ways can I communicate
beyond text chats?” on page 11
“How do I start a call with someone who is
on my contact list?” on page 12
“How do I start a call with someone who is
not on my contact list?” on page 13
“How do I start a call with someone who is
not in my organization?” on page 13
“How do I set my preferred device or
telephone number for calls?” on page 13
“How can I send a file to my chat partner?”
on page 8
“How do I save chats and view my chat
history?” on page 8
Other neat things you can do
“How do I take an annotated screen
capture?” on page 14
“How do I display contacts with their full
names or short names?” on page 14
“What ways can I view my alternate contact
list?” on page 14
“How do I automatically change my status
whenever I have a meeting scheduled?” on
page 16
“How do I customize the notifications I get
for different events?” on page 16
Learn and do more
“How can I control how others see me in
their contact lists?” on page 16
Learn about new features: IBM Lotus
Sametime Homepage
Troubleshooting
Get training, technical articles, tutorials, and
IBM Redbooks:DeveloperWorks: Lotus
Sametime
Download and deploy plug-ins: IBM Lotus
Sametime Solution Catalog
“Why are some icons in the user interface
grayed out?” on page 18
“How do I sort my contact list?” on page 18
“What does the contact list conflict message
mean?” on page 18
Basics
After you log in, you can exchange text chats with your chat partners and so much
more.
© Copyright IBM Corp. 1996, 2009
1
What are the essentials for getting started?
The IBM® Lotus® Sametime® Connect software gives you award winning and
market leading instant messaging capabilities that help you collaborate and keep
pace with your real-time work environment.
Take a look at the picture below to see some of the basic features. Read the rest of
the online Help to learn more!
Note: Some features described in this on-line Help might not be available to you.
How do I show others where I am?
Let people know where you are physically located and how they can contact you
when you are on-line. When you do, others see this information, for example,
when they hover their mouse over your name in the contact list to view your
business card or in the chat window when they are chatting with you.
About this task
You show others where you are by specifying your geographic location settings.
You can specify geographic location information for more than one location, for
example, for your London office and for your New York office.
When you log in for the first time or when you are in a new geographic location
that does not have location settings specified, you will be prompted to specify
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Sametime: IBM Lotus Sametime Connect Client Help
geographic location information. To specify your geographic location settings in
these situations, follow the instructions below, starting with step 2.
Note: This feature is not available in the IBM Lotus Entry offering.
at the top of the contact list.
1. Click the Geographic Location Awareness icon
2. Use the default profile and location or select another from the list.
3. Select Share my location information with other users.
4. For the Personal location field, enter a description of where you are located,
for example, ″New York office″ or ″At my desk in the Tokyo office.″
5. Complete the remaining fields, as appropriate.
6. Select Do not show the alert for editing location settings at location change
again if you do not want a message asking to change your location setting
whenever you are in a new location to display.
7. Click Apply.
8. Click OK.
What to do next
To edit your geographic location settings, click this icon
at the top of your
contact list. Then update the information that you want to change.
Note: Geographic location settings in the IBM Lotus Sametime Connect client are
not the same as location settings or profiles in the IBM Lotus Notes® software.
What are the keyboard shortcuts and other accessibility
features?
Accessibility features help users who have a physical disability, such as restricted
mobility or limited vision, to use information technology products successfully.
Accessibility features
The following list includes the major accessibility features for this software. These
features support:
v Accessibility preferences
v Keyboard-only operations
v Interfaces that are commonly used by screen readers
Note: Some features described here are not available in the IBM Lotus Sametime
Entry offering.
Accessibility preferences
To ensure that this product is optimized for accessibility, make sure that you turn
on the accessibility features available in the accessibility preferences. Click File →
Preferences and then click Accessibility in the navigator. Select all fields to
optimize for accessibility.
Note: When the accessibility preference ″Optimize notification settings for screen
reader″ is selected, chat and other notifications will be in the form of a sound. You
will not be notified of a new chat window or message, for example, by the
window opening in front of your screen or flashing, or a flashing icon in your
system tray. This allows screen readers to maintain a single, uninterrupted focus.
Frequently asked questions
3
Keyboard navigation
This product uses standard Microsoft® Windows® navigation keys. The following
tables provide additional information about navigating in certain parts of the user
interface.
The following table identifies how to navigate in the contact list when it has focus.
Navigation action
Keyboard shortcut or action
To move to individual names on the contact
list
Press the Up Arrow or Down Arrow
To select a contact or group on the contact
list
Press Spacebar
To start a chat with a selected contact on the Press Enter
contact list
In addition, to give focus to the Type a name or phone number field at the top of
the contact list window, press Ctrl + F.
The following table describes how to navigate in the text chat window.
Navigation action
Keyboard shortcut or action
To give focus to the text chat message
Press Ctrl+T
transcript area so that you can scroll through
the chat transcript
To give focus to the chat message entry area
so that you can type a chat message
Press Ctrl+M
To change the direction you are typing in
the chat message entry area, depending on
the language you are using
Press Ctrl+G
Interface information
The following table describes the keyboard shortcuts or actions for the contact list
and chat window menus.
User interface menu
Keyboard shortcut or action
File
Press Alt +F
Edit
Press Alt+E
View
Press Alt+V
Tools
Press Alt+T
Help
Press Alt+H
The following table describes the keyboard shortcuts or actions for the chat history
window menus.
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Sametime: IBM Lotus Sametime Connect Client Help
User interface menu
Keyboard shortcut or action
File
Press Alt+F
Edit
Press Alt+E
View
Press Alt+V
Tools
Press Alt+T
Help
Press Alt+H
The following table describes the keyboard shortcuts or actions for common
buttons in the user interface that perform actions.
User interface button
Keyboard shortcut or action
OK
Press Enter
Cancel
Press Esc
Change
Press Alt+H
Browse button in chat history preferences
window
Press Alt+B
Browse button in the alert notification
preferences window
Press Alt+S
Finish
Press Alt+F
Apply
Press Alt+A
Done
Press Alt+D
Close
Press Alt+C
Next
Press Alt+N
Back
Press Alt+B
Add
Press Alt+D
Edit
Press Alt+E
Remove button in the New Server
Community dialog box and Privacy
preferences dialog box
Press Alt+R
Remove button in the Emoticon Palettes
dialog box
Press Alt+O
Move up
Press Alt+U
Move down
Press Alt+M
Restore defaults
Press Alt+D
The following table describes the keyboard shortcuts or actions for voice chat and
telephony buttons in the user interface that perform actions.
User interface button
Keyboard shortcut or action
Mute/Unmute
Press Alt+6
Frequently asked questions
5
User interface button
Keyboard shortcut or action
Pause/Resume
Press Alt+P
Disconnect
Press Alt+0 (zero)
The following table describes how to navigate in, and adjust the width of, dialog
box columns.
Navigation action
Keyboard shortcuts or action
To select the first column in a dialog box
Press Alt
To move between columns in a dialog box
Press Alt+Right Arrow or Alt+Left Arrow
To adjust the column width in a dialog box
Press Left Arrow and Right Arrow
The following table describes how to create a screen capture to send to your chat
partner after you click the screen capture icon.
Navigation action
Keyboard shortcuts or action
To move to the part of your screen you want Press Right Arrow, Left Arrow, Up Arrow
to capture
or Down Arrow
To select the part of the screen you want to
capture
Press Shift + Right Arrow, Shift+Left
Arrow, Shift+Up Arrow, or Shift+Down
Arrow
To open the Screenshot Tool dialog box with Release the Shift+Arrow keys
your screen capture selection
IBM and accessibility
See the IBM Accessibility Center for more information about the commitment that
IBM has to accessibility.
Work with text chats
You can exchange text chats with one or more chat partners.
Read these topics to learn more about working with text chats.
Note: Some of these features are not available in the IBM Lotus Sametime Entry
offering.
How do I keep all my chats in one window?
Simplify your desktop and more easily manage multiple active chats by
consolidating them into a single tabbed window.
About this task
This feature is available for text chats with one or more chat partners. It is not
available for the voice chat, video chat, or telephone conference call windows, if
you have these features.
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Sametime: IBM Lotus Sametime Connect Client Help
View a demonstration of this task
1. Click File → Preferences and then click Chat Window in the navigator.
2. Select Use tabbed window for multiple chats and then select whether you
want your chat windows to display with horizontal or vertical tabs. If you
select vertical tabs and you resize the width of these tabs, you can display on
the tabs your chat partners’ pictures, instead of their names.
Results
With tabbed chat windows, you will see the following information:
v When a chat partner sends new chat text, the tab for that chat window becomes
highlighted.
v If you are engaged in a text chat with multiple chat partners, the name of the
first chat partner appears in the tab label; the names of all participants in the
chat are also listed.
In addition, you can perform the following actions:
v Click a tab to put that chat in focus.
v Type one or more letters of the name of a contact in the field above the tabs to
start a new chat. (Make sure you first select View → Show → Contact Search
from your contact list so that the field in which you type the name appears.)
v Resize the vertical space for the tabs to show your chat partners’ photos instead
of their names.
v Click the X in a tab to close that active chat. Clicking X in the right corner of the
window closes all active chat windows.
How do I invite someone to a chat I’m already having?
If are in a text chat with one chat partner, you can quickly invite someone on your
contact list to join the chat. Here is one way to do this.
1. Drag the name of the person on your contact list who you want to invite to the
message entry field of an open chat window. This person cannot have an
availability status of ″Do Not Disturb.″
2. Click the name on the Invitees list.
3. Click Send to send the invitation to join the chat to that person.
What to do next
Once the person accepts the invitation, all chat partners appear in the chat window
and can chat with one another.
How can I show the time and date in chat transcripts?
You can set the client to show the time and date of each message you and your
chat partner send to each other during a chat or for all your chats.
About this task
Do one or both of the following tasks:
v To show the time and date in the transcripts of the current chat, in the chat
window, click View → Timestamps and View → Datestamps. Clear these options
if you do not want to show the time or date in the chat transcript.
v To show the time and date in the transcripts of all chats, click File → Preferences
and then click Chat Window in the navigator. Select Display timestamps in chat
Frequently asked questions
7
transcript and then an hour format. Then select Display datestamps in chat
transcript, click Apply, and then click OK.
How do I save emoticons that my chat partners send me?
, that convey intended
Emoticons are graphical and animated icons, such as
tone in a chat message. Add emoticons that your chat partners send you in their
text messages to your own emoticon palette so that you can use them in future text
chats.
1. In an active chat window, right-click (Control + click on Macintosh) the
emoticon that you want to save and click Add to emoticon palette.
2. Select the palette to which to add the emoticon and then click OK.
3. Update the fields under Item to identify this emoticon.
4. Click Apply.
5. Click OK.
How can I send a file to my chat partner?
It’s easy to send a file to your chat partner. Here is one way to do this.
About this task
Your system administrator determines whether or not you are allowed to send and
receive files and, if so, whether virus scanning is enabled. The system
administrator also determines the maximum file size that you can send. In
addition, if you and the recipient of the file do not both have IBM® Lotus®
Sametime® Connect Release 7.5 or higher software, some functionality may not be
available. For example, there may be no reference to virus scanning or the file type
during the transfer and the chat transcript may not include a link to the file.
This feature is not available in the IBM Lotus Sametime Entry offering.
1. In an open chat window, drag the file from your desktop or file manager to the
message entry field in the chat window.
2. Click Send to send the file to your chat partner.
Results
After you send the file, your chat partner can accept or decline the file and, if
accepted, select a file name and location for the file.
How do I save chats and view my chat history?
Each text chat has a transcript, the record of the text messages exchanged between
you and your chat partners during a chat session. Depending on the capabilities
available to you, you can automatically save all your chats, making these
transcripts available for viewing in your chat history. You might also have the
ability to manually save individual chats to files on your computer.
Before you begin
Your system administrator determines which chat saving features are available to
you.
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Sametime: IBM Lotus Sametime Connect Client Help
About this task
Follow this procedure to automatically save chat transcripts so that you can view
them in your chat history.
1. In either your contact list or the chat window, click File → Preferences.
2. Click Chat History in the navigator.
3. Under Saving chat transcripts, for the Default action field, select
Automatically save chats.
4. Complete the remaining fields.
5. Click Apply.
6. Click Save.
7.
Results
To view and work with the transcript history of your automatically saved chats, in
either your contact list or chat window, click File → Open Chat History.
What to do next
In addition, you might also be able to manually save the transcripts of individual
chats, if this feature is available to you. In an open chat window, click File → Save
Chat As and then specify the save options you want.
Get connected
You can add one or more server communities to your client so that you can
communicate with members of those server communities.
Read these topics to learn more about server communities and how to add them to
your client.
Note: Some of these features are not available in the IBM Lotus Sametime Entry
offering.
What is a server community?
A server community is a group of people belonging to the same directory or user
registry, such as your corporate directory, or external server communities outside
of your organization. Your administrator determines which server communities are
available to you.
You might be able to add one or more of these server communities to your client.
Then you can add the people in these server communities to your contact list so
that you chat with them.
Your system administrator might also connect one of your server communities to
one or more public instant messaging networks. This allows you to chat with
members of these networks.
How do I connect to more than one server community?
You connect to a server community by adding it to your client and logging in to it.
shows at the top of the
When you add a server community, an icon such as this
contact list window for that server community. This icon indicates whether or not
Frequently asked questions
9
you are logged in to the server community and your availability status, such as ″I
am Available,″ as shown in the server community icon above.
About this task
Click the arrow beside the icon to display a menu of options which let you log in,
log out, or change your availability status that members of this server community
see. Click All beside your individual server community icons to perform these
same tasks for all your server communities at once.
Note: This feature is not available in the IBM Lotus Sametime Entry offering.
1. In the contact list window, click File → New → Server Community.
2. In the Server community type field, select the type of server community you
are adding, if you have access to more than one type of server community.
Server communities that use the same protocol or are from the same service
provider are of the same type. For example, the server communities
″sametime.yourcompanya.com″ and ″sametime.yourcompanyb.com″ might
both belong to the ″sametime″ server community type.
3. Optional: Server communities can be linked to one another by assigning them
the same name in the Server community name field. When server
communities are linked and you log in to at least one server community with
the same name, the availability status of contacts and public groups in all
server communities with that name can be determined, even if some of these
server communities are offline. Enter a name for this server community if you
want to link one or more server communities.
4. Click the Log In tab and complete the fields, as needed.
5. Click the Server tab and enter the Host server (the server that the client uses;
the host name is similar to a Web address, for example,
sametime.yourcompany.com).
6. Enter the Server community port for this server community.
7. Select or clear Send keep alive signal every seconds and specify how often to
send a keep alive message to the server. The default is 60 seconds. This
message checks the connectivity between the client and the server and allows
you to get timely notification if you are disconnected from the server.
8. Click the Connection tab. Unless instructed by your administrator, do not
change anything.
9. Click the Icon tab to specify a unique icon that will appear for this server
community at the top of your contact list and beside contacts belonging to this
server community. You must select Show server community icons beneath
contacts in your Contact List preferences for this icon to appear.
10. Select or clear Log into this server community after completing this form to
determine whether you automatically log in to this server community after
adding it.
11. Click OK.
How do I chat with people who are members of a public
instant messaging network?
Your system administrator might connect one of your server communities to one
or more public instant messaging networks, allowing you to chat with members of
these networks.
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Sametime: IBM Lotus Sametime Connect Client Help
About this task
Note: Before you can exchange instant messages and availability status
information with a contact using a public instant messaging network, that contact
might need to grant you permission to chat with them. You might also need to
grant permission to them, before they can add you to their contact list. Once
permission is granted, your availability status displays for them and they can chat
with you and you can do the same with them. This is specified through the
External Contacts tab in your privacy preferences.
This feature is not available in the IBM Lotus Sametime Entry offering.
1. Click File → New → Contact.
2. In the Server community field, select the server community that is connected to
the public instant messaging network. You administrator determines which
server communities you have access to and whether any of them are connected
to one or more public instant messaging networks.
3. Select Add external user by e-mail address.
4. Specify the contact’s e-mail address, nickname, and group to which you want
to add this contact. Make sure you enter the correct e-mail address because it is
not validated with the network. If you enter an incorrect e-mail address, the
contact shows in your contact list, but with an offline status.
5. If you have access to more than one public instant messaging network, select
the network for the contact you are adding.
6. Click Close.
Results
The contact’s e-mail address (or nickname, if you specified one), shows in the
contact list. In addition, an icon representing the network shows beside the
contact’s name in the contact list.
Other ways to communicate
Depending on the features available to you, there are other ways you can
communicate beyond text chats.
Read these topics to learn more.
Note: These features are not available in the IBM Lotus Sametime Entry offering.
What other ways can I communicate beyond text chats?
The IBM Lotus Sametime Standard software offers three ways to communicate
beyond text chats: computer-to-computer voice chats, video calls, and
telephone-to-telephone calls. Some of these features come with Lotus Sametime;
others require integration with your telephony system.
Note: These features are not available in the IBM Lotus Sametime Entry offering.
Voice chats
Lotus Sametime comes with voice chat. With voice chat, you can place and receive
audio calls with up to five participants, including yourself, using your computer’s
and your chat partners’ computer audio capabilities.
Frequently asked questions
11
To start a voice chat, select one or more names from your contact list and then
at the top of the contact list.
click the telephone icon
Note: If your organization is using an additional solution from a telephony
provider, select Computer from your list of preferred devices and telephone
numbers at the top of your contact list before you start a voice chat.
To convert a text chat to a voice chat, in an active chat window, simply click
the top of the chat window.
at
Video calls
Once you have a (computer-to-computer) voice chat started, you can convert it to a
video call so that you can both see and hear call participants. Only two
participants, including yourself, can participate with the video call capability that
comes with Lotus Sametime. If your organization is using an additional solution
from a video provider, support for additional participants might be available.
To convert a voice chat to a video call, click Start my video from the Video
at the top of your chat window. You can also automatically
Controls icon
start a video call for all your voice chats by clicking File → Preferences →
Telephony, Audio, and Video and then selecting Always show my video when
making or receiving calls on my computer.
Telephone-to-telephone calls
If you have telephone-to-telephone call capabilities integrated with the IBM Lotus
Sametime software, you can use your computer to initiate a telephone-to-telephone
call. The number of participants in this type of call is determined by your
telephony provider.
To start a telephone-to-telephone call, click the arrow beside your list of preferred
devices and telephone numbers at the top of your contact list, for example,
and select the telephone number you want to use. Then select one or more names
from your contact list and click the telephone icon
at the top of your contact
list.
How do I start a call with someone who is on my contact list?
If you have telephone-to-telephone call capabilities integrated with the IBM Lotus
Sametime client software, you can quickly and easily start a telephone call with
someone on your contact list.
About this task
Note: This feature is not available in the IBM Lotus Sametime Entry offering.
1. On your contact list, select the names of the people or the name of a group
whose members you want to call.
2. Click the telephone icon
in the tool bar at the top of the contact list.
What to do next
If you have telephone conference call capabilities, the preferred device that you
specified at the top of your contact list rings and the call window opens, showing
the connection status of the invitees.
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Sametime: IBM Lotus Sametime Connect Client Help
How do I start a call with someone who is not on my contact
list?
If you have telephone-to-telephone call capabilities integrated with the IBM Lotus
Sametime client software, you can start a call with someone, even if that person is
not on your contact list.
About this task
Note: This feature is not available in the IBM Lotus Sametime Entry offering.
1. In the Type a name or phone number field at the top of your contact list, type
the name of the person you want to call.
2. Click Search directories for at the bottom of the list that shows to find the
name you want.
3. Right-click the name of the person you want to call and then select Call.
How do I start a call with someone who is not in my
organization?
If you have telephone-to-telephone call capabilities integrated with the IBM Lotus
Sametime client software, you can start a call with someone who is not in your
organization.
About this task
Note: This feature is not available in the IBM Lotus Sametime Entry offering.
1. In the Type a name or phone number field at the top of the contact list, type
the entire telephone number of the person you want to call.
2. Click Call Phone Number from the list that shows.
Results
The number you entered is dialed and the phone number you selected at the top
of your contact list as your preferred number (device) rings. The call window
opens, showing the connection status of the invitees.
How do I set my preferred device or telephone number for
calls?
If you have telephone-to-telephone capabilities integrated with the IBM Lotus
Sametime client software, you can specify whether to use your computer, mobile
device, or specific telephone numbers when you place and receive calls.
About this task
Note: This feature is not available in the IBM Lotus Sametime Entry offering.
1. Click the arrow beside your list of devices and telephone numbers at the top of
.
your contact list, for example,
2. Select the device or telephone number you want to use as your preferred
device or telephone number when making and receiving calls.
3. Click New Number to change an existing number or add a new number for the
device.
Frequently asked questions
13
Other neat things you can do
There are other things you can do to get the most out of your instant messaging
experience.
Read the topics below to learn more.
Some of these features are not available in the IBM Lotus Sametime Entry offering.
How do I take an annotated screen capture?
You can take a screen capture of part of your screen and send it to your chat
partners. You can also annotate the screen capture, before sending it.
About this task
View a demonstration of this task
Note: This feature is not available in the IBM Lotus Sametime Entry offering.
.
1. In your contact list or an active chat window, click the screen capture icon
2. Click and drag your mouse over the part of your screen you want to capture.
3. Optional: In the Screenshot Tool window, click a color and line width for the
shape you want to draw. Then click one of the drawing tools and drag over the
screen capture to draw the shape.
4. Repeat Step 3 to draw additional shapes.
5. Do one of the following actions:
v Click Send to paste the screen capture into the chat window and send it to
your chat partner. This option is available from the Screenshot Tool in the
chat window.
v Click Paste Into Chat to paste the screen capture into the chat window
without sending it to your chat partner. This option is available from the
Screenshot Tool in the chat window.
v Click Recapture to abandon the current screen capture and take a new one.
v Click Close to abandon the current screen capture.
How do I display contacts with their full names or short
names?
You can display the contacts on your contact list using their full names (names
with their server addresses) or short names (names without their server addresses).
By default, full names display.
From the contact list, click View → Short Names to display contact names without
their server addresses. Clear this setting to display full names.
What to do next
If two people on your contact list have the same first and last names, they might
have identical short names. You can easily identify each person by creating unique
nicknames. Click the contact’s name and then click Edit → Edit Nickname.
What ways can I view my alternate contact list?
There is an alternate contact list below your main contact list, which can be
customized with several different lists and view types.
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Before you begin
By default, the alternate contact list panel shows the Primary Contacts list. You can
choose any of the following list types to display in the alternate contact panel:
Sametime Frequent Contact List
Creates a list of the contacts you chat with most frequently. The percentage
to the right indicates the percentage of work days you chat with that
contact (if you have the Matrix View set to ″list″ format). The most
frequent contacts are placed at the top of the list.
Sametime Primary Contact List
You can drag one or more Sametime contacts into this panel to create a list
of your primary contacts. The list view, by default, displays photos of each
of your contacts.
Sametime Recent Contact List
Creates a list of the contacts you have chatted with most recently. The last
50 contacts you chatted with display in this list, along with the date of the
chat.
You can display the above contact list types using either of the following views:
Matrix View
Matrix View displays a grid of user photos, similar to the primary contacts
view. It has four possible settings: Large Pictures, Medium Pictures, Small
Pictures, and List (a two column format). The order of the contacts
depends on which list option you choose:
v For Frequent Contacts, it displays the most frequent from left to right,
then top to bottom. If you have set the view to List mode, it displays a
second column indicating the percentage of frequency.
v For Primary Contacts, it displays according to the user defined order
(contacts may be dragged to any position in the list).
v For Recent Contacts, it displays the most recent from left to right, then
top to bottom. If you have set the view to List mode, it displays a
second column for the date.
Classic View
Classic View behaves identically to the normal contact list. It displays a list
of livenames, the order of which depends on which list option you choose:
v For Frequent Contacts, it displays the most frequent from top to bottom.
v For Primary Contacts, it displays according to the user defined order
(contacts may be dragged to any position in the list).
v For Recent Contacts, it displays the most recent from top to bottom.
About this task
To configure the alternate contact panel, perform the following procedure:
1. Select View > Sametime Alternate Views and click the list type you prefer.
2. To change the view for the list type, select View > Sametime Alternate Views
> Display as and click either Matrix View or Classic View.
3. In addition, if you choose Matrix View, you can change the view setting by
right clicking inside the view itself. Then select Matrix View > and click either
Large Pictures, Medium Pictures, Small Pictures or List.
Frequently asked questions
15
How do I automatically change my status whenever I have a
meeting scheduled?
Simplify your life by having your availability status automatically change to ″In a
Meeting″
whenever you are in a meeting scheduled in your IBM Lotus Notes®
or Microsoft Outlook calendars.
1. Click File → Preferences.
2. Click Calendar Service under Auto-Status Changes in the navigator.
3. Select whether and how often to check your calendar. If you are using Lotus
Notes, you will also have to enter your Lotus Notes password.
4. Specify the password to use.
5. Click Apply.
6. Click OK.
How do I customize the notifications I get for different events?
You can choose how to be alerted for a variety of events. For example, you can be
alerted by a sound when you receive an invitation or by bringing the chat window
to the front of your screen when someone starts a new chat with you.
1. Click File → Preferences.
2. Click Notifications in the navigator.
3. Select an event.
4. Click Modify Notification Display, if this button is available for the event
you selected.
5. Specify where alerts should display and the width, height, and edge padding
of the alert window.
6. Under Notification settings, select whether to display alerts as a standard
window or as a bubble, and options related to your selection.
7. Optional: Click Show Preview to preview the alert window with the settings
you specified.
8. Click OK.
9. Select the audio and visual notification options for the event. Options may
vary, depending on the event.
10. Click Apply Sounds to All Events to play the selected sound for all events.
11. Click Apply.
12. Click OK.
How can I control how others see me in their contact lists?
You create privacy lists to control who sees your availability status on their contact
list when you are online or when your availability status is ″Do Not Disturb.″
These lists apply to all your server communities.
About this task
You create one privacy list to control who sees your availability status when you
are online. Individuals on this privacy list can see your availability status, or are
excluded from seeing your availability status, when you are online. If you set this
privacy list so that someone cannot see you when you are online, you will also not
see them when they are online.
You can also create another privacy list so that specific people can see your status
as Available, even when your status is set to Do Not Disturb.
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In addition, if you have access to external server communities, such as when a
public instant messaging provider is linked to one or more your server
communities, members of these external communities might need to grant you
permission before you can add them to your contact list. You might also need to
grant permission to them before they can add you to their contact lists. Once
permission is granted, your availability status displays for them and they can chat
with you and you can do the same with them. This is specified through the
External Contacts tab in your privacy preferences.
Note: Privacy lists are available only to users of the client for IBMLotusSametime
Connect 7.5 and higher.
1. In your contact list or chat window, click File → Preferences and then click
Privacy in the navigator.
2. On the When I am on Do Not Disturb tab, select or clear Enable the
following people to see me as Available even when my status is set to Do
Not Disturb.
3. Do one of the following steps to add a name to this privacy list:
v Type one or more letters of the name of the person or group you want to
add and then select the name from the list of matches that appears.
v Drag a name from your contact list.
4. Repeat step 3 to add additional people.
5. To remove someone you added, select the name and then click Remove.
6. Click the When I am online tab and select or clear Enable this list to control
who can see you when you’re online.
7. Do one of the following actions:
v Click ONLY those on this list can see me online.
v Click Everyone EXCEPT those on this list can see me online.
8. Do one of the following steps to add a name to this privacy list:
v Type one or more letters of the name of the person or group you want to
add and then select the name from the list of matches that appears.
v Drag a name from your contact list.
9. Repeat step 8 to add additional people.
10. To remove someone you added, select the name and then click Remove.
11. Click the External Contacts tab.
12. For The following external contacts are allowed to see your online status, do
one of the following actions:
v Type one or more characters of the name of the person you want to add
and then select the name from the list of matches that appears.
v Drag a name from you contact list
13. For The following external contacts are not allowed to see your online
status, do one of the following actions:
v Type one or more characters of the name of the person you want to add
and then select the name from the list of matches that appears.
v Drag a name from you contact list
14.
15.
16.
17.
Repeat steps 12 - 13 to add additional external contacts.
To remove someone you added, select the name and then click Remove.
Click Apply.
Click OK.
Frequently asked questions
17
Troubleshooting
Common problems can hinder your instant messaging experience.
The topics below provide answers to some common problems and questions.
Why are some icons in the user interface grayed out?
You might notice that some icons in the user interface, for example, some of those
in the action bar at the top of your contact list or in the chat window, are grayed
out and you cannot click them.
Why might icons be grayed out?
v If your chat partner is using an older client, some features might not be
available to them. In this case, the icons for these features are grayed out in your
chat window.
v If can have more than one server community and you select contacts from
different server communities to perform collaborative activities, such as chatting
with multiple chat partners or starting a video call, icons for these activities are
grayed out. Participants in such activities must be from the same server
community.
v Your system administrator might turn off certain policies so that some features
are not available to you. In some cases, icons for these features are grayed out.
What does the contact list conflict message mean?
Your contact list is stored on a server. You might see a contact list conflict message,
for example, if you are using the client on more than one computer and your
contact list on one of these computers gets out-of-synch with the version on the
server.
When you see this message, you can:
v Replace the version of the contact list on the server with the version on the
computer
v Replace the version of the contact list on the computer with the version on the
server
v Merge the server and local versions of the contact lists
Before selecting an option, think about the implications of your choice. For
example, let’s say you cleaned up a long and unorganized contact list on one
computer; this is the version on the server. Then, if you start up another computer
and you see this message, be careful which option you select. If you choose to
merge or replace the server version with the local copy, you’ll loose the clean
version of contact list. In this case, choose to replace the contact list on the
computer with the version on the server.
How do I sort my contact list?
By default, the contact list displays contacts and groups in the order in which you
added them. You can also alphabetically sort the contacts and groups in your
contact list.
About this task
Do one or both of the following tasks:
v To sort contact names, click View → Contacts Alphabetically.
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v To sort group names, click View → Groups Alphabetically.
Learn and do more
This online Help introduced you to some of the key features. You can also learn
about new features, look at additional training, technical articles, and other
information available to you, and download plug-ins available to you.
Learn about new features:
v IBM Lotus Sametime Homepage
Get training, technical articles, tutorials, and IBM Redbooks®:
v DeveloperWorks: Lotus Sametime
Download and deploy plug-ins:
v IBM Lotus Sametime Solution Catalog
Note: Downloading and deploying plug-ins is not available in the IBM Lotus
Sametime Entry offering.
Frequently asked questions
19
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Notices
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IBM may not offer the products, services, or features discussed in this document in
other countries. Consult your local IBM representative for information on the
products and services currently available in your area. Any reference to an IBM
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IBM may have patents or pending patent applications covering subject matter
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The following paragraph does not apply to the United Kingdom or any other
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INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS
PUBLICATION “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
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This information could include technical inaccuracies or typographical errors.
Changes are periodically made to the information herein; these changes will be
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publication at any time without notice.
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convenience only and do not in any manner serve as an endorsement of those Web
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product and use of those Web sites is at your own risk.
© Copyright IBM Corp. 1996, 2009
21
IBM may use or distribute any of the information you supply in any way it
believes appropriate without incurring any obligation to you.
Licensees of this program who wish to have information about it for the purpose
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Such information may be available, subject to appropriate terms and conditions,
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Any performance data contained herein was determined in a controlled
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vary significantly. Some measurements may have been made on development-level
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COPYRIGHT LICENSE:
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illustrate programming techniques on various operating platforms. You may copy,
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modify, and distribute these sample programs in any form without payment to
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IBM
Lotus
Lotus Notes
Sametime
Other company, product, or service names may be trademarks or service marks of
others.
Notices
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Index
A
accessibility 3
keyboard 4
shortcut keys
4
D
disability
3
K
keyboard
4
S
shortcut keys
4
© Copyright IBM Corp. 1996, 2009
25
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Printed in USA
SC23-8759-02