Ibm lotus connections 3.0 lab excercises workbook 2011

Lotus Connections 3.0
Lab Exercises

An IBM Proof of Technology
PoT.Lotus.10.5.037.00

© Copyright IBM Corporation, 2011

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

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Table of Contents
INTRODUCTION..................................................................................................................................................4
LAB 1 USING LOTUS CONNECTIONS.........................................................................................................................5
1.1 LOG IN TO LOTUS CONNECTIONS.........................................................................................................................5
1.2 PROFILES...................................................................................................................................................................6
1.3 COMMUNITIES.........................................................................................................................................................21
1.4 FORUMS...................................................................................................................................................................30
1.5 FILES.........................................................................................................................................................................34
1.6 WIKIS........................................................................................................................................................................44
1.7 BLOGS......................................................................................................................................................................51
1.8 BOOKMARKS...........................................................................................................................................................59
1.9 ACTIVITIES...............................................................................................................................................................65
1.10 HOME PAGE.............................................................................................................................................................72
1.11 SUMMARY................................................................................................................................................................75
LAB 2 USING CONNECTIONS FEATURES INTEGRATED INTO LOTUS NOTES...................................................76
2.1 USING THE CONNECTIONS PLUG-INS FOR LOTUS NOTES.............................................................................76
2.2 USING THE CONNECTIONS PLUG-INS FOR LOTUS NOTES.............................................................................88
2.3 SUMMARY................................................................................................................................................................90
LAB 3 USING THE LOTUS CONNECTIONS REST API.............................................................................................91
3.1 REVIEW THE JAVA PROJECT...............................................................................................................................92
3.2 SERVICE CONFIGURATION...................................................................................................................................95
3.3 RETRIEVE COMMUNITIES.....................................................................................................................................97
3.4 RETRIEVE ACTIVITIES...........................................................................................................................................99
3.5 RETRIEVE ACTIVITY TO DOS..............................................................................................................................100
3.6 CREATE ACTIVITIES AND TO DOS.....................................................................................................................101
3.7 UPDATE YOUR PROFILES STATUS....................................................................................................................103
3.8 SUMMARY..............................................................................................................................................................105
APPENDIX A. NOTICES.........................................................................................................................................................106
APPENDIX B. TRADEMARKS AND COPYRIGHTS..............................................................................................................108

Contents Page 3

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Introduction
In today’s competitive environment, sharing information and expertise can be critical in driving both
individual and organizational success. From forward-thinking business leaders to younger workers who
have grown up in the web-based social software world, working collaboratively is now business as usual.

One might ask, how does social software collaboration yield results? By fostering an environment in
which people can easily locate experts, collaborate, and innovate together even when geographically
dispersed. In fact, true innovation is virtually impossible without the right resources and collaboration.
Innovation is indispensable to success. Business leaders recognize this.

According to an IBM survey, 98 percent of CEOs feel they need to restructure the way their
organizations work. Five hours are wasted per employee per week due to inefficient processes. Two
hours are spent per employee per day looking for the correct information and expertise within an
organization.

Social software can alleviate this problem because it provides a means for global work teams to be
better connected and able to deliver better results faster.

IBM® Lotus® Connections empowers business professionals to develop, nurture, and remain in contact
with a network of their colleagues; respond quickly to business opportunities by calling upon expertise in
their network and organizations; and discuss and refine new creative ideas with communities of
coworkers, partners, and customers.

Lotus Connections 3.0 enables organizations to tackle daily work challenges by providing the most
complete set of social applications for enterprises in the market today.

Page 4 Lotus Connections 3.0

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Lab 1 Using Lotus Connections
Lotus Connections is social software for business. It's comprised of several different social applications.
It's important to note that these applications can be used within an organization as needed — all
together or as individual applications.

Capitalizing on a flexible and modular architecture, organizations may start with a single application and
add other applications when they choose. As in previous releases of Lotus Connections, applications
can be installed easily and naturally fit into the user experience, so it is easy to expand as needed.

With Lotus Connections, IBM continues to provide flexibility for our customers and additional
applications where necessary. In Lotus Connections 3.0 we have added a stand-alone Forums
application to give users additional flexibility when it comes to creating online threaded discussion
Forums.

We have also added, throughout several of the applications, the ability for users to stay updated on their
peers or data by leveraging the following capabilities and social recommendations. We have also added
throughout several of the applications the ability for users to stay updated on their peers or data by
“following” people and content, as well as social recommendations.

In this lab, you will get hands-on experience with the applications that comprise Lotus Connections.

Note: The screenshots in this lab may vary slightly from those you see on your Lotus Connections
server. Users have continued adding and modifying content since this lab was written, so you may see
new or different content listed!

1.1 Log in to Lotus Connections
For this lab, the Lotus Connections 3.0 server VMware image should be running. You will be using the
Lotus Connections 3.0 client image to perform the exercises in this lab.

__1. From the Windows taskbar, click the Mozilla Firefox icon to open a web browser. Navigate to:

https://lc30.demos.ibm.com/profiles/login

Lab 1 - Using Lotus Connections 3.0 Page 5

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__2. Log in using the following user credentials (password is case-sensitive, user name is not):

User name: FrankAdams

Password: passw0rd

1.2 Profiles
The Profiles application within Lotus Connections represents not only a directory of the people in your
organization, but it exposes valuable information that can be used to form and encourage social
networks.

The Profiles form provides the basic information about an individual (for example, title, location, email
address) typical of what you would find on a traditional business card. It also includes a way to catalog
skills, such as technical or business expertise, past experience, and areas of interest.

This application lets you define yourself and allows others to understand more about you through the
reporting structure view, the tags describing you, your network of colleagues, your recent status
updates, recent data contributions, and even through the picture you share on your Profile page.

Profiles can help you reach out to people and build up a collaborative network with our new social
analytics tools that recommend people to add to your network as well as provide information on how
individuals may be connected to other people.


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1.2.1 Updating your profile

__3. From the Connection menu, choose Profiles → Edit My Profile

__4. On the Contact Information tab, update a few of the displayed fields. For example, you can
enter building or phone information. When finished, click Save. (Note: You will need to click
Save on each of the tabs before navigating to a new tab.)


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__5. On the About Me tab, enter some information about yourself. For example, you could describe
your current job role. When finished, click Save.

__6. On the Photo tab, review the options for updating your photo. Continue to the next step.


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__7. On the Pronunciation tab, review the options for uploading an audio file of your name.

1.2.2 Add tags to your profile

A tag is a descriptive keyword that you assign to your profile (or to another user's profile, if enabled by
your system administrator) to identify work activities, skills, or interests.

The tags that you assign to your profile are displayed in the “Tags” area on your My Profile page. Tags
describe what you do and what you care about. When you create tags, choose keywords that represent
your interests or areas of expertise. Tags must be entered as a single word, or as multiple words
connected with a hyphen or underscore. For example, payroll, event-planning, and human_resources
are all valid tags.

__8. Click the My Profile tab to return to your full profile.

__9. To the left, in the Tags widget, enter keywords that describe your job role, skills, and interests.
Separate the tags using a comma or a space. Click the “+” icon to add these to your profile.
You can use the tags from the following screenshot or enter your own.


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__10. These tags can be viewed either as a list or as a cloud. As you and others add tags to your
profile, the cloud will become a good description of your professional persona. Click View as
Cloud to see the tag cloud.

1.2.3 Adding external links to your profile

You can add your favorite social networking links to the My Links area of your profile. For example, you
might want to include a link to your profile on the Facebook or LinkedIn web sites so that you and your
colleagues can easily access your social data from a single location.

__11. From your My Profile page, click Add link in the “My Links” section on the right.

__12. Type a name for the link in the “Name” field. This text identifies the link in the “My Links”
section. Type the link URL in the “Link” field.


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__13. Click Save to view your external link in your profile.

1.2.4 The Board

In the The Board section your status updates, comments from visitors, and your comment replies are
recorded. It gives you a public timeline of communications and information snippets.

__14. You can update your status from The Board or also just below your profile image. Enter a
status message in both locations, such as “Participating in a demo.” You can then view the
updates in The Board.


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1.2.5 Recent Posts

This section will be automatically populated when you contribute content or participate in any of the other
Lotus Connections services (Communities, Bookmarks, Blogs, Activities, Files, Wikis). This makes it
easy to see at a glance what a person’s area of expertise is.

__15. Click on the Recent Posts tab and review the recent activity of user Frank Adams. Notice how
you can filter the results by Communities, Bookmarks, Blogs, Activities, Files, or Wikis.


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1.2.6 Building your network

You can invite people to join your network by sending them an invitation. When the invitee receives the
message, they can choose to either accept or ignore it.

__16. Open the Profile page for the person you want to add to your network. You can search for
colleagues by using the search box on the top right of the My Profile page. From the drop-down
list, choose “Profiles by Name” (notice that you have many options for searching profiles). Enter
the first and last name of a potential colleague, such as Dennis Michaels.

__17. A search results box should appear that contains all profiles matching your search.


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__18. In the search results, click on Dennis Michaels' name to view his profile.

__19. When this person’s profile appears, click the Invite to My Network button.

__20. Type a message inviting the person to become your colleague. When finished, click the Send
invitation button.


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1.2.7 Accepting invitations

You can accept invitations from your email client or from the Lotus Connections user interface (UI) itself.
The steps for the email client below are listed for your reference only. We will actually only use the Lotus
Connections UI.

In e-mail you would click the “Open your Colleagues Invitation Page” link provided in the email invitation
to open the Invitations tab on your Colleagues page. This page lists all pending invitations.

__21. In the Lotus Connections UI you can find the invitations in your profile on the My Network tab.
From the menu that appears on the left, choose Invitations.

__22. If you have an existing invitation(s), click Accept to join the inviter's network. This person will
now appear in your Network.


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1.2.8 Looking for expertise

You can use Profiles to find someone with a particular expertise. For example, you might need to find a
person to present at the upcoming Executive Briefing with a focus on marketing.

__23. If you are not currently in Profiles, choose Profiles → My Profile from the Connections
navigation menu at the top of the page.

__24. Use Search to look for someone with expertise in “marketing”. In the Search widget on the
upper right side of the page, select “Profiles by Keyword”, enter “marketing” and click the button
with the Search icon (you can also use an Advanced Search).

__25. This returns a few possibilities. Let’s explore further to see who would be the best fit.


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__26. Click on Natalie Olmos. This will take us to her Profiles page.

__27. From her Profiles page, we can learn more about Natalie and her background to determine if
she is a good fit. We can see her reporting structure, location, and tags she has used to
describe her skills and interests.

__28. Hover over Natalie's name and click the yellow control to view her person card.


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__29. You could examine the following links to learn more about her: Blogs, Forums, Wikis, Files,
Communities, Bookmarks, Profile, Activities

__30. You have learned a great deal about Natalie without having to contact her. You can be
confident about her expertise when contacting her to see if she is available to be a speaker at
the briefing.

1.2.9 Social Analytics

In Lotus Connections 3.0 the Profiles application provides enhanced social analytics information to help
users understand how they are connected to others in their organizations, and provides
recommendations to expand your network.

This information is provided by the “Do You Know”, “Things in Common,” and “Who Connects Us”
widgets. These widgets are designed to help people expand their network and understand how they are
connected to other people in their organization.

Social analytics also provides recommendations of people who might share common interests with you
and who you may not know within your organization, thus helping you reach out to new resources and
experts. Review the following widgets, and feel free to view them “live” in your web browser.


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__31. The Do You Know widget offers recommendations of people you might want to add to your
social network. These recommendations are based on common interest and colleagues you
have in common. This widget is displayed on your My Network tab.

__32. The Things in Common widget provides a list of applications that you have in common when
viewing someone's Profile page. This allows you to easily see areas you might have in common
with a particular user.


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__33. The Who Connects Us widget graphically displays how you are connected to someone when
you access their Profile page. So, if you need an introduction to someone within your
organization, you are able to see common colleagues in your social network who you can
reference.

1.2.10 Follow capabilities

Throughout many of the applications in Lotus Connections 3.0, users have the option to “follow” people
as well as information. In the Profiles application you can follow people in whom you are interested and
stay in sync with their latest updates. You can also follow people who are in, or out, of your network.
Users also have the ability to track who is following them and whom they are following.


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__34. Using the skills you've already learned in this lab, find Dan Misawa's profile by initiating a search
by “Profiles By Name”. Once found, open Dan's profile. Click Follow to begin following Dan.

__35. From this point forward, you'll receive notifications about Dan's activity. You can view his
activity by choosing Home from the navigation menu. Select the Updates tab. Finally, click
News Feed from the menu on the left to see your notifications.

1.3 Communities
The Communities application within Lotus Connections brings together people with common interests.
Communities help people who share common interests collaborate easily by exchanging and sharing
information and interacting with one another.

As a member of a Community, you can view bookmarked information, connect with other members,
subscribe to feeds to keep current with the latest information, and participate in or start a discussion.

You can also leverage the other Lotus Connections applications directly within the Communities
environment, enabling you to easily start a Forum to share and collect feedback from the Community
members, quickly share Files, or create a Community Blog, to name a few.

Whether you are sharing content on like interests, forming a project team, researching an emerging
technology, or looking for people, a Community is a great way to reach out, get organized, and start
sharing information from inside your organization as well as critical information that resides outside your
company.


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__36. From the Connections menu, choose Communities → Public Communities

__37. From the Public Communities tab, use the tag cloud to find a topic of interest to you. Click on
the “social_software” tag to see related communities.

__38. Choose a Community to enter. Do this by clicking on the name of a Community.


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__39. Join this community by clicking the Join this Community button.

__40. Look at the list of members in that community by clicking “Members” on the left (or “View All”
from the Members widget on the right).


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__41. Your name should appear in the membership list.

__42. You can add references to web sites that may be of interest to this Community by using
Bookmarks. From the left navigation menu, choose Bookmarks.


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__43. Click the Add Bookmark button. In the dialog window, add any web site you would like to
reference.

__44. When finished, click Save. You should now see your Bookmark in the community.

__45. Click on Forums in the left navigator

__46. Click the Start a Topic button to add an entry to the Forum associated with this community

.


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__47. Fill out the form with a topic of your choice. Click Save when you’re done.


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__48. The post will appear on the Forums page of the community. Other users in the community will
now have a chance to reply to your topic.

1.3.1 Starting a new Community

As in previous versions of Lotus Connections, you can easily create a Community by clicking the Start a
Community button. Required information for a Community is only the Community name; all other
information is optional, including Web address, description, tags, photo, and members.

By default, Communities are public, but you can also elect to create a moderated or a private
Community. Community access types are defined as follows:

■ Anyone can join (Public): Anyone can join and participate. All the information shared is
public. This is the default.

■ People must request to join (Moderated): Anyone can request to join, but the owner must
approve membership before the requestor is accepted and can participate. All information
shared is public.

■ People must be invited to join (Restricted): Only the owner can add members to the
Community. All information is closed for only the members to see. Private Communities are
not listed in the Public Community view.

__49. From the Connections navigation menu, choose Communities → Public Communities.


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__50. Click the Start a Community button.

__51. Fill in the form as you like. You can use the screen below as a guide.

__52. For Access, choose Anyone can join (Public). This will allow users to freely join without the
owner adding them first.

__53. Add a brief description so users have an idea why this community was created.

__54. You can provide a custom logo for your community by clicking the “Upload a Community Image”
link and choosing an image. For now, proceed to the next step.


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__55. Click the “Change Community Theme” link and choose a different theme.

__56. Add tags that will identify the community and click Save when you are done.

__57. Your new Community should appear and also be available via the “Public Communities” page.

__58. You can further customize your new community by adding additional widgets. Click the
Community Actions drop-down button and choose Customize.

__59. Click the “+” symbol by the Blog and Wiki entries in the widget palette. This will add these
widgets to your community.

__60. Close the widget palette by clicking the “X” in the top right corner.


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__61. In the menu on the left, you should see new links for Blog and Wiki content. The members of
this community will now be able to collaboratively work with these applications, all in the context
of this community!

1.4 Forums
Forums is our newest application being introduced in Lotus Connections 3.0, providing a place to
brainstorm and collect feedback on topics that are relevant to you and your colleagues. Statements and
comments are collected in a format that allows for the exchange of ideas and displays them as an
ongoing conversation.

The Forums application can also be used to start discussions about a specific topic or debate solutions
to shared problems. By participating in a Forum, you can exchange ideas, ask questions, and leverage
the expertise of other people in your organization.

1.4.1 Creating a Forum

Start a new Forum when you want to get the answer to a specific question or get a discussion going
about a specific topic. Forums created in the Forums application are public by default; any user in your
organization with access to the Forums application can view and contribute to public Forums.

To create a Forum with restricted access, you must create the Forum inside a Community with restricted
access.

Before you create a Forum, it's a good idea to browse the existing Forums in your organization first, to
determine whether someone has already asked the question or posed the topic that you want to post, or
whether there's already an active discussion under way. This is where using the Public Forums page can
help in locating existing Forums in your organization.


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__62. From the Connections menu, choose Apps → Forums to use the Forums application.

__63. To view all public Forums, click the Public Forums tab.

__64. Review the existing Forums to see if one exists on your particular subject. After you are
satisfied that a new Forum is needed, click the Start a Forum button.


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__65. Complete the required fields. You can use the image below as a guide. When finished, click
Save to create your Forum.

__66. Once a Forum has been created, users can began to create topics within the Forum. Anyone
who can access Forums can view a new topic.

1.4.2 Creating Forum topics

When you start a Topic you have the option of marking it as a question. By doing so, as the topic
creator, you can moderate the answers that people provide, and choose whether to accept or reject
them.

Using a question-and-answer format is also a useful way to make information available to Forum
members in an easy-to-read layout. By creating question-and-answer threads, Forum members can
build up a useful repository of information for users who are new to a subject and share the same
questions.

When posting a question to a Forum, all you need to do is create a regular topic, but you must be sure
to mark the topic as a question. When you do this, the topic is marked with a question mark icon in the
user interface, making it easy for users to identify which topics are questions versus general discussion.

__67. You should already be in the Forum you just created. To create a topic, click the Start a Topic
button.


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__68. Fill out the form with a question. Make sure to choose the option “Mark this topic as a
question”. You can use the following image as a guide. When finished, click Save.


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__69. Review your question in your new Forum. Notice how users will have the option to come in and
Add an answer or reply for more information. Additionally, notice the Lock Topic link. Users
can lock Forums to prevent other users from adding new topics or posting responses to existing
topics.

1.5 Files
The Files application provides an individual with a fast and easy way to share their content with others by
uploading presentations, documents, videos, or any type of file into their own file-sharing library.

Users can then keep their files private, semi-private, or public. By using social software features such as
tagging, ratings, and recommendations, combined with version comments, Files provides an effective
way to share content and for others to discover published content.

Files can be used as an alternative to sending file attachments via email. You can send links to content,
ensuring that readers always have the latest version. Files also provides individuals a central location to
organize their personal files, which makes them easy to locate for future use.

New in Lotus Connections 3.0 is the ability to pin specific files to which you want quick access, and you
will see an addition to the navigation called “Pinned Files” to view these files in a list. Finally, you can
view Folders of files by clicking the My Folders tab to view virtual folders or groups of related files.
Version 3.0 also introduces the concept of pinned folders with its own view for quick access.

Lotus Connections 3.0 users can now soft delete a File by placing it in the new Trash folder. You can
easily move a File to the Trash folder by selecting Move to Trash from the More Actions pull-down menu.
Files in the Trash view are not permanently deleted until you select Empty Trash. No one else can see
files in your Trash folder, but if you choose to restore them from Trash, they will retain their original
settings (permissions, shares, folders, etc.).


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1.5.1 Searching for Files

__70. From the Connections navigation menu, choose Apps → Files.

__71. Let's search for a file. In the search box on the upper right, change the scope to “All Files” and
search for “marketing”.


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__72. The search results page should show a file called “Beating the Competition.” Click on the name
of the file to retrieve more information and see more options.

__73. You can download the file by clicking on the “Download this file” link.

__74. Now let's make this entry a bit more valuable for other people. Suppose we have read this
document and really liked what the author did, we can now add that sentiment as a comment to
the file. Click the Add Comment button.


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__75. Enter your comments and click Save. Your comment now appears on the page for the author
and other people to see. If you don't have time to go in and type a comment, but you still like the
document and want to show your appreciation, recommend the file. Click on the star icon in the
top right of the page. When finished, the file details page may look similar to the following:

1.5.2 Uploading a file

Let's use the Files component to upload, share, and manage our own files. You can use any file on your
machine to complete the following exercises.

When you upload a file, you set the access for it to one of the following:

■ Public: Anyone can view, download, comment on, and rate the file.

■ Private: Only the owner can see the file.

■ Shared: Certain people can view the file. You can share a file with someone as an editor or a
reader:


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__76. In the upper left corner, click the Upload a File button.

__77. Fill in the dialog box. You can choose any file on your machine to upload. Make sure to set
Share With as “Public”.


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__78. Click the Upload button. A progress bar will show the upload progress and when it's finished
you'll get a message on top indicating a successful upload with a link to that document. Click the
link.

__79. Click on the About this File tab. This will give you some metadata on the file.

__80. Click on the Versions tab. Currently there's only one version. But when you upload a new
version, all versions will show up here with the possibility to download older versions or to delete
them.


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1.5.3 Sharing a file

Clicking the Share button on the Files page lets you select people you want to add as readers or editors.
If the file is not owned by you but is shared with you, you can in turn add people as readers of the file.
This allows users of Files to see with whom a file is being shared and the chain of people with whom it
has been shared.

New for Lotus Connections 3.0 is the ability to share a File with a specific Community. Adding a
Community to a File creates a link in the specified Community to the File's page.

__81. On the details page for your new file, click the the Sharing tab.

__82. Let's share this file with a colleague. As the file already has “Public” read, we'll share as an
Editor. Click the “Add” link behind Editors.

__83. Start typing the name of the person you want to share with. In this example, use “Dan Misawa”.
When the name appears fully, select to add. You may need to click “Person not listed? Use full
search...” You can add multiple people at a single time. Add an optional message to provide
some more info to the people you're sharing this file with. This comment will be part of an email
notification which will be sent when you click the Share button. Go ahead.


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1.5.4 Add a file to a folder

Folders are groups of files. You can add a file to more than one folder and, like files, the folders can be
private, public, or shared. Private folders can only be seen by and worked with by their owner.

If you create a public folder, all the files in it must also be public. If a file is added to a public folder and
becomes private or shared later on, it is then removed from the folder.

You can view Folders of files by clicking the My Folders tab to view virtual folders or groups of related
files. Version 3.0 also introduces the concept of pinned folders with its own view for quick access.

__84. To make a new folder, click the New Folder button in the top left corner.

__85. In the dialog window, give the folder an appropriate name, such as “Sales Materials.” Set the
Share with field to “Public” and choose the option “Everyone can contribute to this folder.”
When finished, click Save.


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__86. From the navigation menu on the left, choose My Files.

__87. Find the file that you uploaded in the previous exercise. On the right side, you should see a
“More” link. Click this link for more options.

__88. Click the “Add to Folders” link that is now displayed under your file.


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__89. In the dialog window, notice the options on the left for finding folders to place the file into. Since
you want to share the folder with everyone, select “Public Folders” to see a list of readily
available folders. Choose the folder you created in a previous exercise. When finished, click
the Add to Folders button.

__90. In the navigation menu on the left, click the “Public Folders” link.


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__91. Choose the folder you created in a previous exercise. It should be the folder you just added
your file to. Review the metadata associated with the folder. For example, you can view all
files, the number of downloads, comments, etc. You can also see buttons for the following
actions: Add Files, Share, and Start/Stop Following.

1.6 Wikis
The Wikis application is a great way to enable multiple users to collaboratively author Web content in an
easy-to-use environment.

Everyone who has access to a wiki can author, edit, or view content, depending on their role. As many
people may be editing a single page, the wiki has automatic versioning and a "recent changes" view
where users can be informed of recent edits and visualize changes.

Since wikis were designed to support many interlinked pages, it is quite easy to create links between
pages in a wiki, essentially creating complex, multi-page Web sites, complete with a table of contents.

The Wikis application lets users edit pages, using a rich text editor, or work with the HTML or wiki
markup directly, making it fast and easy to build pages.

Today, wikis have become a critical tool in the enterprise for their common business uses such as
knowledge repositories, collaboration sites, or simple intranets, just to name a few.


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1.6.1 Start a new Wiki

__92. From the Connections navigation menu, choose Apps → Wikis

__93. Click the Publilc Wikis tab to review the existing wikis. Click the Start a Wiki button to create a
new stand-alone wiki.


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__94. Fill out the fields as you choose. You can use the image below as a guide. When finished, click
the Save button. The Wiki will be created and the default “Welcome” page will be displayed.

__95. Note: You just created a public wiki. However, It is often good practice to create a private Wiki
and create the initial page structure, then add more members or public access later.

__96. Update the wiki description by clicking the Wiki Actions drop-down button on the right. Choose
Edit Wiki.


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__97. Update the wiki description and click Save.

__98. You can also edit the “Welcome page” by clicking the Edit button.

__99. Update the default description and click Save and Close. Note that you can also add wiki tags
from this settings page. Feel free to experiment with the Rich Text Editor to format the content.


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1.6.2 Create child pages

When you view a page within a wiki of which you are the manager or editor, you can create child pages
or peer pages by clicking the Page Actions button and selecting an option from the menu. Alternatively,
you can select the New Page option at the base of the navigation widget to create a brand-new, top-
level page.

__100. From the Page Actions drop-down button, select Create Child. This will create a new Wiki page
linked to the start page in a parent-child relationship.

__101. Enter a Title and a little text on the page When finished, click the Save and Close button.


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__102. The new page will show up in the navigation on the left side.

__103. This page can be reached by clicking on the link in the navigator. Let's provide another way to
get to this page. Let's create a link from the Welcome page directly to the new child page. Go
back to the Welcome page and click the Edit button.

__104. In the rich text box, type “Selling Social Software.” Select and highlight the text. Click on the
“Insert/Edit Link” (the chain link icon) button in the editor.

__105. In the Insert/Edit Link dialog, choose the Wiki Page tab.

__106. Choose the Child page you had created before and click OK. You have now created a link from
the Welcome page to the child page.

__107. Now Save and Close the Wiki page. Click on the link you just added to visit your child page.

__108. The links that you created in this exercise were “internal” to the Wiki, but Lotus Connections
Wikis also allow links to external pages in the same way.


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1.6.3 Compare versions

Lotus Connections Wikis keeps previous versions of pages. These can be viewed and compared.

__109. Go back to the Welcome page and Versions tab.

__110. You now get a list of all the versions of the page. Each time you Save the page, a version is
automatically created. Feel free to experiment with the “Show comparison” functionality to view
the differences between your wiki page versions.

__111. The version comparison will show added text in green and deleted text in orange with strike-
through.

1.6.4 The social side of wikis

So far, this lab has concentrated on creating and editing a new private Wiki. Lotus Connections Wikis
have a social side, allowing recommendations, popularity and notifications to be used.

__112. Click the Public Wikis tab near the top of the browser page. On the right side of the page you
will see the “Most Recommended” and “Most Visits” widgets.


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1.7 Blogs
The Blogs application within Lotus Connections is a corporate blogging system in which individuals can
share their unique perspectives and expertise, solicit feedback, and share information. Blogs can be
owned or maintained by an individual or a group, with regular entries that can contain text, images, links,
or even video.

In the business landscape, blogs tend to provide commentary or disseminate information among
dispersed groups of people, encouraging conversation across silos, geographies, and roles. Also, blogs
allow readers to rate and comment in response to blog posts, which helps facilitate ongoing discussions
that can then be integrated back into the business.

Lotus Connections provides the ability to mark a blog public, making it easy to locate within the
enterprise. Blogs provide a great way to give individuals in the organization a voice to express their
views and easily share information.

1.7.1 Learning from other experiences

__113. From the Connections menu, choose Apps → Blogs

__114. Click the Public Blogs tab to view all publically available blogs.


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__115. Notice on the right side the set of widgets that allow you to find the most popular blog topics.

■ Featured Blog Entries – a sampling of blogs that have had activity over the last two weeks

■ Most Recommended – blogs with the most recommendations for its entries

■ Most Commented – blogs with the most comments

■ Most Visited – blogs that have had the greatest number of hits over the past two weeks

__116. Click Blogs Listing on the left side of the page to view all public blogs.

__117. You are looking for some information on social software. In the Tags widget, search for all
blogs related to social software by clicking on the “social_software” tag.


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__118. Browse the blogs. The “Selling Software” blog looks promising, so click its title to view all of its
blog entries.

__119. You’ve found out some important information that will help you execute better in your job role. In
particular, you really enjoyed the “Tips for your next customer engagement” blog entry.

__120. You like this entry, and would like to recommend it with a star. Recommending an entry means
that the entry will have more relative importance when the entries are sorted by
recommendations. You can also keep track of entries that you recommend from your My
Favorites page.

__121. Click the green + to the right of the blog entry title to add your recommendation.

__122. By hovering over the star, you can see who else has recommended the entry.


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__123. This particular blog entry helped you so much that you would like to leave a comment. Click the
title of the blog entry, “Tips for your next customer engagement” to visit it directly.

__124. Leave your own comments by clicking the “Add a Comment” link below the blog entry.

__125. Add a comment and let the author know how much you appreciated the help. When finished,
click Submit.

__126. You, and everyone else, can now see your blog comment!

__127. Now, you would like to notify your colleague about this entry.

__128. Below the blog entry, click the “More Actions” link. From the drop-down list, choose “Notify
other users”


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__129. Enter “Dennis Michaels” in the name field.

__130. When finished, click Send. An email with a link to the blog entry is sent to the user or users that
you specified. The blog entry is also listed in the Recent Notifications area on the user's
Updates page. Notifications that you send are also listed on your Updates page.

1.7.2 Sharing your own knowledge and experiences

Blogs provide a medium to share knowledge and to build networks and relationships. Blogs can be used
for many different business purposes, ranging from sharing product direction, asking and answering
questions, gathering feedback, and learning best practices, to name a few.


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__131. From the Connections menu, choose Apps → Blogs

__132. Click the Start a Blog button


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__133. Fill out the form with the details for your new blog. Enter anything you like. Try to be descriptive
with the blog title. In the Blog address field, you can enter a blog handle. The blog handle is
unique for all blogs in Connections. This will help you easily identify and link your blog
elsewhere in Connections (or externally). If you try to use a handle already in use, you will
receive an error message and will have to choose a new handle (see screenshot below). Feel
free to use the following image as a guide.

__134. When finished, click Save.


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__135. After your blog is created, you will be redirected to My Blogs. From this page, you can see all of
your blogs and start posting to them by clicking the “New Entry” link under the blog titles. For
now, click on the title of the blog you just created..

__136. Click the New Entry button to add a new blog entry to your blog. Not sure what to blog about?
Here are some suggestions:

■ you had to research something for your customer

■ you figured out something all on your own

■ you got someone to give you info or code or something that helped

■ you “knocked their socks off” with that awesome demo/presentation

■ maybe you attended a call or read something useful or interesting


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__137. In the New Entry form, fill out the details of your new blog post. You will need to create a title
for the entry. You can also add tags to your post so that others interested in your topic can
easily find it. Finally, create the content of your blog post. Feel free to explore the options of
the rich text editor while creating your content. You can use the following image as a guide:

__138. Click the Post to Blog button to create your entry. You will be redirected to your new blog entry
in your new blog.

1.8 Bookmarks
The Bookmarks application within Lotus Connections lets you save, organize, maintain, and store
bookmarks in a central location, allowing you to access your bookmarks from multiple computers.

Bookmarks can also be shared publicly, enabling people to discover information based on what others
have found most useful, what others are frequently bookmarking, and what tags are being used.

Companies realize the need for social bookmarking in their organizations because it enables teams of
people to share information easily in real time and to organize information both inside and outside the
organization, eliminating the need for secondary tools or applications.

Bookmarks not only allow you to discover where people get their information, but it also saves time by
eliminating the need for you to locate the same information. You can go straight to information that a


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user has already vetted and has found appropriate and useful. Shared bookmarks can often be a far
more effective search tool than an organization's internal enterprise search mechanism.

1.8.1 Preparing to use Bookmarks

The Bookmarks application easily integrates with your web browser to be able to store bookmarks.
Whether browsing the Internet or an intranet, you have the same experience when bookmarking web
sites.

__139. From the Connections menu, choose Apps → Bookmarks

__140. At the bottom of the screen, locate the “How to Bookmark” link. Click the link.

__141. You will be taken to the “How to Bookmark” page. Follow the instructions on the page for
installing the Add Bookmark toolbar into your browser. This toolbar will allow you to very easily
add sites to your Connections bookmarks, both from the intranet and internet!

1.8.2 Sharing your bookmarks

When you decide to bookmark a web site, the Add Bookmark window displays. You can include a Title,
a Description where you can supply information to recall the important details about this site, the web
site URL, and a place to add Tags.

This same window is used to add bookmarks to Communities, Activities, and Blogs.

__142. In a separate browser window or tab, visit a website of your choice. For example, you can visit
the Lotus software site: http://www.ibm.com/software/lotus/

__143. Add a Bookmark using the Add Bookmark button you installed on your browser’s toolbar to
bookmark a web site.


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__144. You will be presented with a dialog box where you can add tags and a brief description. Do not
choose to mark as private. Click Save.

__145. Repeat the previous steps to create as many bookmarks as you like. You can even add them
directly to Communities, Activities, and Blogs.

__146. To see your bookmarks, return to your original browser window (or tab). Click the My
Bookmarks tab to see your bookmarks.


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1.8.3 Using Bookmarks to uncover expertise

Today, you have to research “Social Software” for an upcoming presentation. You could go to a web
search engine and get thousands of results. Bookmarks allows you to filter that into results that are
most relevant to your company and your work, since all links have been pre-qualified (or tagged) by
other users.

__147. Click the Public Bookmarks tab to view all bookmarks in your company.

__148. In the Tags widget on the left, click on “Find a tag”. Enter “social_software” and click the button
with the search icon.

__149. You have filtered the existing public bookmarks down to those relating to social software. This
will give you a starting point on your research.

__150. Notice the People widget in the left navigator panel. These people have tagged bookmarks with
the word “social_software.” Click on one of the people in this section. You have now narrowed
down your bookmark results to those tagged “social_software” by this particular person.


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1.8.4 Adding a tag or person to your watchlist

You can add bookmarks associated with a person, with a tag, or with both a person and tag to your
Watchlist. The Watchlist maintains a list of the most recent bookmarks associated with the person or tag
that you specify.

Also, you can see who has added you to their Watchlist and grow your network of colleagues with
common interests.

__151. You should still be showing Bookmark results that have been tagged “social_software” by
Heather Reeds. If you have navigated away from these results, redo the previous steps.

__152. If you want to subscribe to an up-to-date list of the most recent bookmarks associated with this
view, click the “Add to Watchlist” link. Recent bookmarks with this view will be listed on your My
Watchlist page. You can find this page by clicking the My Updates tab and choosing “My
Watchlist” from the navigation menu on the left.

__153. Note: The My Updates tab shows bookmarks from a certain period of time, such as the last two
weeks. The time period is configurable by the administrator. If a subscription that you view does
not include any recent bookmarks, it is possible that there are not any bookmarks listed in the
My Watchlist view.


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1.8.5 Notifying other users about a bookmark

Bookmarks allows you to send an email message notifying a colleague about a bookmark of interest.
Note that you can notify one or more colleagues about a single bookmark, or you can notify others about
multiple bookmarks from your bookmark collection. To send an email to a colleague with a link to a
bookmark of interest, follow these steps.

__154. Choose one or more bookmarks from the Bookmarks application. This can be one of your
bookmarks, a public bookmark, or a bookmark listed in your WatchList.

__155. Click the More link on the right side of the bookmark to expose more options. You should see a
bookmark with options similar to the following:

__156. Click the “Notify Other People” link. In the dialog window, enter the name of a user to identify,
such as “Dennis Michaels.” Enter an optional comment.

__157. When finished, click the Notify button to send an email message with a link to this bookmark.

__158. The users will receive an email with a link to the Bookmarks site. They can view the notification
by clicking the My Updates tab followed by the “Notifications Received” link on the left.


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__159. You can see a record of all notifications sent by clicking Home in the Connections menu. You
can then click the Updates tab followed by the “Notifications → Sent” link on the left.

1.9 Activities
The Activities application within Lotus Connections enables an individual to easily define a set of tasks
for the purpose of communicating and collaborating with others to achieve a common goal.

Activities allow users to work together in a common area rather than work in several disparate and
disconnected tools. You can also assign ownership and due dates for associated actions defined within
an Activity involving one or more individuals. Activities can be used not only to organize information for a
team but for individuals as well.

Within an Activity, you can share information such as meeting agendas, project plans, action items, files,
and more. A unique feature in Activities is the the ability for you to save reusable activity patterns as
templates. Out-of-the-box templates are provided along with templates that have been created and
shared by users.

1.9.1 Creating a new Activity

Activities are a good way to improve awareness and coordination in small groups. For example, suppose
you identify a goal ("create a presentation," "resolve a software problem," or "research a topic") and
create an Activity for that goal. You can share the Activity with your coworkers so you all can stay on the
same page.


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__160. From the Connections menu, choose Apps → Activities

__161. Click the Start an Activity button.

__162. Fill out the form with details about a specific goal. Some examples of when an activity can be
used are:

■ driving a sales process to closure

■ preparing for an important meeting

■ writing a report for a client

■ onboarding a new employee


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__163. You can use the following image as a guide. Make sure to invite other users to your Activity. In
this example, you should invite “Dan Misawa” and “Natalie Olmos” by specifying them as
Authors in the Members: field.

__164. Once you have filled out the form, click Save to create your Activity.

1.9.2 Sections

An Activity can contain a flat list of content, or it can be organized into categorized sections. Sections
are customizable by the Activity owner(s) and, once added, are available for everyone in the Activity to
use, to group relevant activity content.


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__165. To create a section, click the Add Section button at the top of the Activity. Fill in the name of
your desired section and click Save. Create a section for: Brainstorming, Drafts, and
Deliverables.

1.9.3 Add an entry

One way to add a new piece of information to an Activity is by clicking the Add Entry button. In the
default New Entry form that displays, you can add a title, description, and tags to the entry.

__166. Click the Add Entry button.


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__167. In the form that appears, fill it out according to a task that needs to be accomplished in your
Activity. Add the entry to the appropriate section. For example, you could create an entry that
contains your ideas for the Activity under the brainstorming section. You can use the following
image as a guide.


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__168. When finished, click Save. Your new entry will appear under the Brainstorming section.

1.9.4 Add To Do Item(s)

Using To Dos, you can create action items as you are working through an Activity, and assign due dates
to them, as well as ownership. They can help segment and assign work to the people involved in the
Activity. All the To Dos across all your Activities are collected into one single view so you can easily act
on them.

__169. Click the Add To Do Item button. In the form that appears, expand More Options.


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__170. In the form that appears, fill it out according to a task that needs to be accomplished in your
Activity. Add the To Do to the appropriate section. For example, you could create a To Do for
creating presentation templates under the Drafts section. You should also assign a specific
individual to this task, such as Dan Misawa. You can use the following image as a guide.


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__171. When finished, click Save. Your new entry will appear under the Drafts section.

__172. If you desire, you can continue to fill out your Activity by adding additional Entries or To Do
items.

1.10 Home Page
The Home Page within Lotus Connections is a unique application that is designed to bring all the other
applications together in a single aggregated view. The Home Page provides a view of updates and
notifications from across your network. For instance, updates could be from people in your network or
people you want to watch, or from tags you have identified that are of interest to you.

This information stream makes it much easier to stay abreast of Community updates, File uploads,
Profile changes, and much more occurring throughout your social network. There is also an integrated
subscriptions capability whereby people can indicate what they want to track, whether it is a tag or a
person.

The other option with the Home Page is a Widget view, an experience that can be fully customized by
the end user. For instance, you may want to pull information from other Lotus Connections applications,
using the built-in widgets, or you can create custom widgets enabling you to pull information from
external sources.

1.10.1 Updates

The Updates tab lists the latest news stories and updates from across Lotus Connections, including
Communities and tags that are related to you. Use the options provided in the navigation sidebar to filter
the information and select the type of updates you want to view.

The updates are displayed in a list-style format, making it easy to scan the entries and quickly identify
the most interesting updates. An icon next to each update helps to identify with which application the
update is associated.

__173. From the Connections menu, choose Home and click on the Updates tab.


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__174. Within the Updates tab are five sections in the left-hand navigation sidebar to help users filter
social content. Explore each of the following sections:

__a. “Status Updates” displays the most recent status updates from the people in your
network. You can filter the display to view the status updates of different people
connected to you. You can also update your personal status message from this page
and comment on other people's status messages.

__b. “News Feed” displays the latest responses to content you posted in Lotus Connections,
and the latest updates from people or content that you are following. You can filter the
news feeds to display the updates for a specific application by expanding the News Feed
and selecting one of the options provided.

__c. “Notifications” are available that you have received from other users and from the
system and are displayed in this section. For example, you might see a notification to tell
you that you have been added to a Community, or an invitation to join a colleague's
network.

__d. Expand the “Discover” section and use the filter options provided to display the updates
for a specific application. Select this option to view the latest public updates from across
all the Lotus Connections applications. Browsing the latest public entries from Lotus
Connections can be a useful way to find new content and people that interest you.

__e. “Saved” provides access to stories you have saved, which can be referenced at a later
time. Saving stories is useful when you are quickly scanning through updates but don't
have time to look at the full details at that point.


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1.10.2 Recommendations

This view also contains the Recommendations widget, which recommends content that might interest
you based on your existing Community membership, social network connections, tags, and so on.

The widget displays a randomized list of content that has been recently added or updated in the different
applications. An icon next to each item identifies with which application the content is associated.

The Recommendations widget also provides information about the ways in which you are already
connected to the content listed. For example, you can click Related tags to see what tags you have in
common with the suggested content.

The tags that are displayed are those associated with the recommended content, and those with which
you are associated in some way. For example, you might have assigned the tags to content or to your
profiles.


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1.11 Summary
Lotus Connections 3.0 introduces new features and functionality aimed at creating high performing
social networks. With the introduction of the extended Communities capabilities, a new stand-alone
Forums application, exposure of social recommendations and following capabilities, and much more,
Lotus Connections is the most complete enterprise social software solution on the market today.

To create a sustainable, competitive advantage in the face of relentless change and intense competition,
the leading companies are focusing on innovation, capturing and deploying the best ideas from
employees, partners, and even customers.

Lotus Connections speeds growth and unlocks the collective knowledge base within and outside an
organization. Lotus Connections continues to be the leader in business-grade social computing, helping
organizations become more agile and execute faster.


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Lab 2 Using Connections features integrated into Lotus Notes
Using the IBM® Lotus® Connections plug-in for IBM Lotus Notes® allows you to access your social
network and resources quickly and easily from within your Notes client.

In this lab, you will be configuring and using Lotus Connections integration in your Lotus Notes client.
You will be using 2 plug-ins: the Connections plug-in for Lotus Notes, which is installed as a component
of your Lotus Notes installation and provides the bulk of the integration features, and the Lotus
Connections Status Updates Plug-in for Lotus Notes, which interacts with the Connections micro-
blogging feature and allows you to post your status updates and view the status updates of your
colleagues.

Using the Connections plug-in for Lotus Notes you will perform the following tasks:

■ Collaborate on a project using the Activities sidebar

■ Display Activities to-do items in the Notes calendar

■ Search across the Lotus Connections applications

Using the Connections Status Updates Plug-in for Lotus Notes you will perform the following tasks:

■ Post a status update letting your colleagues know what you are doing

■ Review the display options that show you how to view different status messages

(Note: This lab requires the Lotus Connections 3.0 PoT client image. You can log in to the image with
username “Administrator” and password “passw0rd”. After logging in, if new hardware is found from
your host, you may be asked to reboot Windows. If asked, reboot.)

2.1 Using the Connections plug-ins for Lotus Notes
In this exercise, you will access the Lotus Connections applications from within the Notes client. This
capability is configured as part of the client during the installation process. All you have to do is select
the Connections component during the Notes client installation.


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__1. From the Windows desktop, click the Lotus Notes 8.5 icon to start Lotus Notes.

__2. In the Lotus Notes log in prompt, enter the following information:
Field Value
User name notes/ibm
Password passw0rd
At Location Online

__3. When finished, the log in prompt should look like the following image. Click Log In.

Lab 2 - Using Connections features integrated into Lotus Notes Page 77

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__4. In order to complete this lab, you will need to make a slight modification to the Lotus
Connections plug-in preferences. From the Notes file menu, choose File → Preferences. In the
Preferences dialog window, choose “Connections” from the list on the left to see the
Connections preferences. Remove the port number from the Server URL field. When finished,
your window should look like the following image:

__5. Click Apply followed by OK to set your new preferences.

__6. Normally, in a production environment, you would click on the Mail icon to open your Mail Inbox.
In this VMware environment, you will need to work with a local replica of your mail file. In the
upper left corner, choose Open → Applications → Workspace.


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__7. In your workspace, you should see an icon that says “notes on lc30”. This will let you open your
mail file on the server. In this lab, you need to work with the local mail replica. Click the arrow
located in the upper-right corner of the icon. From the menu, choose Local.

__8. Double-click the notes on Local icon to open your local mail replica.

__9. From the Lotus Notes Sidebar (located on the right), expand the Activities plug-in. When
finished, your sidebar should look like the following image:


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__10. Create a new Connections Activity by choosing any document in your mail Inbox and dragging it
to an empty area in the Activities sidebar. When finished, you may need to click the Refresh
button to see your updated Activity list. (Note: In a VMware environment, this process may take
a minute to complete.)

__11. Double-click on the new Activity to open it. After the Activity is opened, you'll notice new
buttons: Add, Display, and More.


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__12. You would like to work on this Activity with a colleague. Click the Add drop-down button and
choose Members from the list.

__13. From the Add Members dialog window, add “Dan Misawa” as an Author. Begin typing his
name, and then choose it from the type-ahead drop-down list. If it doesn't come up
automatically via type-ahead, click “Search Directory for...” to locate Dan. When finished, click
OK to add Dan to your Activity.


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__14. Once Dan has been added, the members list will appear in your Activity.

__15. Now, you would like to assign Dan a task. Click the Add drop-down button and choose To Do
Item from the list.

__16. A new To Do Item form should appear in your Notes client. Fill out the form with the following
values:
Field Value
To Do Create presentation
Due Date <enter today's date>
Tags Add tags as appropriate to identify this item
Assign To Dan Misawa
Description (rich text area) Create the presentation for our upcoming meeting!


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__17. When finished, the form should look similar to the following image. Click Save to create your To
Do Item.

__18. You will see the To Do you just created in the Activity plug-in. If it does not appear by itself, you
can click the Display button and choose To Do Items from the list.


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__19. Create another To Do Item. This time, assign it to yourself. Click the Add drop-down button
and choose To Do Item from the list. A new To Do Item form should appear in your Notes
client. Fill out the form with the following values:
Field Value
To Do Create demo
Due Date <enter today's date>
Tags Add tags as appropriate to identify this item
Assign To notes
Description (rich text area) Create the demo for our upcoming meeting!

__20. When finished, the form should look similar to the following image. Click Save to create your To
Do Item.


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__21. Click the Display button and choose To Do Items from the list to see your new To Do.

__22. You can also display your Activity To Dos in your Notes calendar! In the upper left corner of
Notes, click Open → Calendar.

__23. In the middle section on the left, click the “Add a Calendar” link (you may need to scroll to see
it).


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__24. In the Add a calendar dialog window, fill out the fields according to the following table:
Field Value
Add Activities
Label My To Dos from Activities

__25. When finished, your window should look like the following image. Click OK to add the calendar.

__26. You should see your calendar updated with the To Do you assigned to yourself in an earlier
step!


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__27. Lotus Connections Search has also been integrated into Lotus Notes. From the search bar
(located above the right sidebar that contains the Activities plug-in), click the drop-down arrow
and select Profiles. In the search box, type “marketing” and click the magnifying glass to
execute your search.

__28. There shouldn't be anyone in Profiles named “marketing”, so your search should return 0
results.

__29. In the search results pane, change the search to “Profiles by Keyword” to search the tags
associated with Profiles. Click Search.


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__30. You should see Natalie Olmos returned in the search results. Double-click on this entry to open
a browser tab and view her Profiles page.

__31. Close the browser tab and the marketing Search tab..

__32. You have now completed this lab. In this lab, you learned about some of the integration points
between Lotus Connections and Lotus Notes.

2.2 Using the Connections plug-ins for Lotus Notes
This sidebar plug-in allows you to update your status and view the status for colleagues in your network
from your Lotus Notes client. Using the sidebar plug-in, you can:

■ Post status letting your colleagues know what you are doing

■ View status for people in your network

■ Comment on status updates

■ Delete your status or associated comments

■ Forward an update by email

■ View or post updates from the icon in the system tray when you are not working in the Notes
client


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__33. Open the Status Updates plug-in located in the Notes sidebar.

__34. To enter a new status message, type it in the dialog box and click Update.


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__35. Click on the drop-down arrow in the plug-in Title bar (to the right of “Status Updates”) and
review some of the available options in the Status Update plug-in

__36. You will notice the following options:

■ Updates from My Network: You can choose to view all Board updates made by people in
your network. This is a great way to keep up to date on the daily activities of your colleagues!

■ My Board: You can choose to only view the status messages you have made.

■ People I'm Following: In Connections, you can “follow” people to receive notifications about
their activity. You can choose to view the status updates of the people you are following.

2.3 Summary
In this lab, you reviewed some of the Lotus Connections capabilities that are available inside your Lotus
Notes client.


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Lab 3 Using the Lotus Connections REST API
The IBM® Lotus® Connections applications (Activities, Blogs, Bookmarks, Communities, Files, Forums,
Profiles, and Wikis) and the Lotus Connections Home page all provide application programming
interfaces (APIs) that enable you to integrate them with other applications. Using the interfaces, you can
programmatically access and update much of the same information that you can access and update
through the Lotus Connections user interface.

While each of the services has its own independent API, they share a common way of working.

Like the Lotus Connections user interface, the application programming interfaces (APIs) are accessed
using HTTP, so they work over your intranet from any program that can send and receive HTTP.

To retrieve information from the Lotus Connections applications to use in your programs, you must use a
feed to retrieve the data. A feed is a special data format optimized for retrieving information that may
change over time. The information in a blog is an obvious example of a feed: each time a new topic is
added to the blog, the feed for the blog indicates what has been changed.

The following are important pieces of the overall API architecture:

■ The resource location is expressed as a URL

■ Credentials are required to authorize the action conducted. The connections API supports
BASIC authentication where username and password are sent encoded with every request.
(This mandates the use of https in production environments.) Note, some GET operations do
not require authentication.

■ The action to be taken is expressed as a HTTP keyword: GET, POST, PUT, DELETE

■ The payload is in XML Atom format. That payload might be a return value (when GET is
used) or the value submitted for POST / PUT.

So, that's a great explanation of the APIs and how they work, but you may be asking yourself the
following question: How can the Lotus Connections APIs improve your business? Here are a few of the
benefits of using the Lotus Connections APIs:

■ Increase adoption rate by embedding social software into existing applications

■ Enterprise applications are not taking advantage of the benefit of social software

■ Innovation and productivity opportunities are lost

■ Lotus Connections provides social network technology with integration capabilities

■ Integrating Lotus Connections with enterprise applications provides innovation opportunities

Lab 3 - Using the Lotus Connections REST API Page 91

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In this lab, you will be using the Eclipse 3.4 client to perform API operations. The lab will use Apache
Abdera (http://abdera.apache.org/) to perform the actual HTTP requests. Abdera can also be used to
perform XML processing on the returned feed and create Atom documents. In the lab you will:

■ Use the API to discover installed services

■ Read the list of communities and get community updates

■ Read the list of activities and the content of an activity

■ Read the To Do list

■ Create an activity and add To Dos

■ Get and post status updates

3.1 Review the Java Project
To perform operations with the Lotus Connections Representational State Transfer (REST) API, you can
use any programming language that allows you to send/retrieve HTTP requests and do some XML
processing. In this lab, you will be using the Eclipse IDE and the Apache Abdera library to perform
REST API operations using Java. In the Lotus Connections 3.0 Client VMware image, you will find
Eclipse has already been installed and the lab project has already been setup. In this section, you will
review the Java project.

__1. From the Windows desktop, double-click the Eclipse 3.4 icon to start Eclipse.

__2. In the Workspace Launcher window, choose the Connections workspace located at
C:eclipseworkspacesConnections. A workspace is simply a collection of projects that share
the same IDE configuration.


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__3. In the Package Explorer on the left, expand the “LC30POT” project to view all of the Java
packages and class files used in the project. A description of each of the packages follows:
Package Description
com.ibm.lotus.connections Contains classes representing objects in Lotus
Connections. For example, Activities, Blogs, Profiles, etc.
These classes will assist with the building of Atom
documents that will be sent to the Connections server.
com.ibm.lotus.connections.utils Contains classes to assist with making HTTP requests to
the server. The User class will be used for requests that
require authentication.
lc30pot.exercises The exercises you will be performing in this lab.

__4. Double-click Activities.java to open it. As you can see, there are methods and variables that
allow us to construct an object representation of an Activity in Lotus Connections. For example,
there are methods for getting and setting the title, content, tags, etc.

__5. The most important function in this file is getAtomDocument. Each object class in the
com.ibm.lotus.connections package will contain this function, and it will be used to build the
Atom document that will be sent to the Connections server using Apache Abdera. In
Activities.java, review the following line numbers to familiarize yourself with building an Atom
document with Abdera.
Line Number(s) Description
31 Create a new Entry (Atom document) using Apache Abdera.
33 – 38 Identify the Atom document as a representation of an Activity
41 The content, or description, of the Activity
43 The title of the Activity
47 – 51 Using the API, you are allowed to add tags to your content. You can add as
many tags as you feel necessary. Each tag is added as a separate
“category” element.


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__6. Now that you've seen a sample of how to programmatically build an Atom document
representing an Activity, let's show you the result that will be sent to the server. Notice in the
sample below how it contains the elements referenced in the table above and in the
getAtomDocument function:

__7. Review the other Java objects listed under the com.ibm.lotus.connections package. By
reviewing these files, you will be able to see how each of the Atom documents are constructed
during the following exercises.

__8. Under the com.ibm.lotus.connections.utils package, double-click AbderaUtils.java to open it. As
you can see, there are methods for each of the HTTP operations used by the Connections
REST APIs: GET, POST, PUT, DELETE.

__9. The Apache Abdera library is a free library for working with Feeds and Atom documents. It is
essentially a wrapper around many of the other freely available tools from Apache. For
example, it utilizes the HTTP Commons libraries to manage HTTP requests. In the exercises
that follow, you will let AbderaUtils handle the work of sending and receiving HTTP requests for
you. Review the contents of the doGet function to familiarize yourself with how Apache Abdera
manages HTTP requests and Atom documents.
25 - 29 Set up the Abdera client
33 - 41 Many of the REST API operations require you to identify yourself using Basic
Authentication. If we've passed this function a user, add it to the HTTP
Authorization headers.
44 Perform the HTTP GET operation
47 - 50 Follow any redirection that gets returned by the server
51 - 68 Print information contained in the server response. If a Feed or Atom
document is returned, write it to the specified file.

__10. Review the other functions contained in this file: doPost, doPut, and doDelete. You will note
that they are very similar in how they function. For doPost and doPut, review the lines of code
that add the Atom document (passed in via a parameter) to the HTTP request. You can find
them on lines 92-93 and 142-143 respectively. This functionality will be used heavily in the
following exercises.


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3.2 Service Configuration
Starting from one Lotus Connections application, you can discover the Uniform Resource Identifiers
(URIs) of all of the installed applications.

When you install and configure Lotus Connections applications, the URI from which each application can
be accessed is stored in the LotusConnections-config.xml file. Use this resource to retrieve the URIs
defined in the configuration file. If you know the address of one service, you can use this feed to get the
addresses of the others. Using this resource is equivalent to clicking an application link in the navigation
bar at the top of the Lotus Connections user interface to access another application.

Additionally, you can use the serviceconfigs API to find out whether a server has been configured to
prevent email addresses from being displayed. You can also find out what display languages are
supported by the product.

__11. From the Package Explorer, open Exercise_1_2.java.

__12. On line 13, you'll notice that a String variable has been set for the host name of the Connections
server, lc30.demos.ibm.com. On line 14, we create an instance of AbderaUtils to manage our
HTTP connection.

__13. You can discover the URIs of all Connections applications by adding “/serviceconfigs” to the
address of any known service. In this case, we know the hostname of our Lotus Connections
3.0 server, “https://lc30.demos.ibm.com”, exists. On line 16, you can see in the first parameter
passed to our Abdera doGet function that “/serviceconfigs” will be appended to the URL we
send to Apache Abdera. The second parameter is the output file that will be created containing
the server response. The third parameter is not used in this exercise.


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__14. From the Eclipse toolbar, select the drop-down menu on the Run button. From the menu that
appears, choose “Run Configurations...”.

__15. On the Main tab, update the Main class that will be executed by clicking the Search... button
and choosing “Exercise_1_2”. Click OK.

__16. Click Apply followed by Run to execute the selected code.

__17. In the Eclipse console, you will notice a few output messages. On line 1, you will see that we
issued an HTTP GET to the specified URL. On line 2, you will see the response code and
response message returned by the server.


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__18. From the Windows taskbar, open Windows Explorer. Navigate to C:PoT to see the output file
that contains the XML response from the server. Double-click “serviceConfigs.xml” to open it
and review it's contents. From this XML file, note that there is an Entry element for each of the
Connections applications/services. You can find the URL for each service under the appropriate
entry. For example, here is the information for the Communities application:

3.3 Retrieve Communities
The Communities application of Lotus Connections enables people who share a common interest to
freely interact with one another. The Communities API allows application programs to retrieve
community information, subscribe to community updates, and create or modify communities.

In this exercise, you will learn how to retrieve communities. In your existing applications, this could be
useful for showing your users where to find information on specific topics. For example, if you are
serving up a web page about Java programming, you could use the API to pull and list all Communities
that have certain tags associated with them (java, api, etc.).


__20. You'll notice that a String variable has been set for the host name of the Connections server,
lc30.demos.ibm.com. HTTP Basic authentication is also required for some of these APIs. So,
on line 15, we use a helper class to define the user that will be passed to Apache Abdera.

__21. When working with Communities, you usually will first obtain the Communities service
document. The service document provides access to all of the Communities that you can
update. For example, you will be able to find information on how to retrieve a Feed of All Public
Communities, My Communities, and all of the tags associated with Communities. You can
retrieve the Communities service document by sending an HTTP GET to the following address:

/communites/service/atom/service

__22. On line 18, review the code for sending the HTTP GET to this address.

appears, choose “Run Configurations...”. On the Main tab, update the Main class that will be
executed by clicking the Search... button and choosing Exercise_1_3. Click OK.


__25. In the Eclipse console, you will notice a few output messages with information about the URI
accessed by the REST API and the subsequent server response.


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__26. In the C:PoT folder in Windows Explorer, open communities.xml and review its contents. You
will find that there will be a series of Collection elements corresponding to the various
Communities feeds you can access. For example, the information for Public Communities is
shown below. You could send an HTTP GET to the address contained in the href attribute of
the collection to retrieve all Public Communities.

__27. Now that you know how to retrieve the overall service document, you may be interested in
pulling a Feed of all Communities that you are a member of. In this case, you will have to send
authentication headers so that the server can identify who is making the request. You will need
to send an authenticated HTTP GET to the following address:

/communities/service/atom/communities/my

__28. Return to the Exercise_1_3 Java file in the Eclipse IDE. Comment out line 18 by adding “//”
before the line of code. Uncomment line 19 by removing the “//” before the line of code. Save
the file. When finished, the code should look like the following:

__29. From the Eclipse toolbar, click the Run button to execute the code.



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__31. In the C:PoT folder in Windows Explorer, open myCommunities.xml and review its contents.
You will see an Entry element for each Community that you are a member of. Review the
metadata associated with a listed Community. You can find the URLs need to update the
Community, add members, work with forums, update the logo, etc. A sample entry looks like
the following:

3.4 Retrieve Activities
The Activities application of Lotus Connections enables a team to collect, organize, share, and reuse
work related to a project goal. The Activities API allows application programs to create new activities,
and to read and modify existing activities.

This exercise will return a feed of active activities of which you are a member. The activities in the feed
are the same activities that populate the My Activities view in the user interface. This feed is also the
same as the Overview feed listed in your Activities service document. You can work with the activities in
this feed in the same ways as you could if you retrieved them from the Overview feed in the service
document.


__33. To retrieve a feed of all of your Activities, you will need to send an authenticated HTTP GET to
the following address:

/activities/service/atom2/service





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__37. In the C:PoT folder in Windows Explorer, open activityList.xml and review its contents. You will
see an Entry element for each of your Activities. Review the metadata associated with a listed
Activity. You can find the URLs need to update the Activity, add members, work with nodes,
etc. A sample entry looks like the following:

3.5 Retrieve Activity To Dos
The Activities application of Lotus Connections enables a team to collect, organize, share, and reuse
work related to a project goal. The Activities API allows application programs to create new activities,
and to read and modify existing activities.

As part of the Activities application, you have the ability to assign certain tasks to individuals with To
Dos. In this exercise, you will learn how to retrieve those To Dos.


__39. To retrieve the To Dos associated with a user, you must first retrieve the Activities Dashboard
for the user. This Feed contains the URLs needed to view completed, tuned out, active, and
public activities. This Feed also contains the URL needed for retrieving To Dos. To get the
Activity Dashboard for a user, you must send an authenticated HTTP GET to the following
address:

/activities/service/atom2/service

appears, choose “Run...”. On the Main tab, update the Main class that will be executed by
clicking the Search... button and choosing Exercise_1_5. Click OK.




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__43. In the C:PoT folder in Windows Explorer, open activityService.xml and review its contents.
Since we are interested in retrieving our To Dos, locate the Collections element that contains a
title field of “To Do List”. It should look similar to the following:

__44. Now that we know the URL for retrieving To Dos, we can retrieve them programmatically using
the REST API.

__45. Return to the Exercise_1_5 Java file in the Eclipse IDE. Comment out line 18 by adding “//”
before the line of code. Uncomment line 19 by removing the “//” before the line of code. Save
the file.



__48. In the C:PoT folder in Windows Explorer, open toDoList.xml and review its contents. You will
see an Entry element for each of your To Dos. Review the metadata associated with a listed To
Do. A sample entry looks like the following:

3.6 Create Activities and To Dos
To create an activity, send an Atom entry document containing the new activity to the user's My Activities
feed. For example, you can create an Activity in Connections to correspond to each of the projects in a
Projects database or application. By creating a corresponding Activity, your users can access the
information via the web, from Sametime, Lotus Notes, and more!


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To create an entry in an activity, such as a To Do item or to add a reply to another entry, send an Atom
entry document containing the new activity node of the appropriate type to the parent activity's node list.
If we expand upon our Projects database example, these would be the tasks and assignments
associated with the project.


__50. In order to create an Activity, you must first construct an Atom document containing the
information for the new Activity. As you'll recall from the first exercise, a number of helper
objects have been created in this Java project to represent Connections content. If you would
like to review how the Atom document is constructed for an Activity, open Activities.java and
review the getAtomDocument function.

__51. In Exercise_1_6.java, review the following line numbers to familiarize yourself with building an
Atom document with Abdera.
21 Using our helper class, construct a new Activity object.
22 Enter the title you want to use for the new Activity.
23 The content, or description, for the Activity. Can be blank.
24 – 25 Tags that you would like to associate with the Activity.

__52. On line 26, you'll notice that our Apache Abdera call has changed. We are now using an HTTP
POST. Also, whenever you create a new object in Lotus Connections via the REST API, a URL
to the object will be returned in the Location header of the server response. This can come in
quite handy! For example, you could very easily write scripts to create an Activity, and using the
returned URL, immediately begin adding content nodes to it. This makes it easy to script the
migration of other data over to Activities. And again, this methodology doesn't apply to just
Activities, it should work any time you create content in Connections!

__53. To create an Activity, you must send an Atom document representing the Activity to the server
via an authenticated HTTP POST operation. You will send the Atom document to the following
address:

/activities/service/atom2/activities




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accessed by the REST API and the subsequent server response. Review the following table for
a description of what is contained on each line.
Line Number Description
2 The Atom document built by Abdera and sent to the Connections server.
3 The URI for the HTTP POST operation.
4 The server response.
5 The location header returned from the server. As you can see, it contains
the URL to the newly created content.

__57. In the C:PoT folder in Windows Explorer, open activityResult.xml and review its contents.
Locate the <app: collection> XML element. You'll notice that this element has a href attribute
associated with it. If you compare the value of this URL to the value returned in the Location
header in the previous step, you'll notice they are the same!

__58. Comment out lines 21 – 26. Uncomment lines 28 – 32.

__59. You've already retrieved your existing Activities in activityResult.xml. Copy the href value of the
<app: collection> XML element. Paste this value into the actUrl variable on line 31 to manually
determine which existing Activity will receive your new To Do. In this case, we're using the
Activity you just created. Save the file. When finished, line 33 should look similar to the
following (your uid will be different):

actUrl =
“https://lc30.demos.ibm.com:9444/activities/service/atom2/activity?
activityUuid=FD2GC0A801B2D1FD44850F57A2B31800000B”;


__61. In the C:PoT folder in Windows Explorer, open toDoResult.xml and review its contents.

3.7 Update your Profiles status
The Profiles application of Lotus Connections is a directory of the people in your organization. You can
use it to find the information you need to form and encourage effective networks. In addition to basic
information, Profiles catalogs skills such as technical expertise, familiarity with foreign languages, and
areas of interest.

You also have the ability to microblog, or post messages about your current activities. This is a great
way to inform the people in your network about your availability and what you are working on. In
addition, you can ask questions to the other people in your network.

You can update your status message, and see the responses that other people have added regarding
your status as well as retrieve other people's status messages. To update a status message, send an
updated status document in Atom format using an HTTP PUT request.


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__63. In order to programmatically update your status message, you must send an HTTP PUT
request to a specific address. The HTTP request will contain an Atom document representing
your message. You can obtain the address that you need to send the document to from the
person's profile feed or service document. You can obtain this Feed from the following address:

/profiles/atom/profileService.do




__67. In the C:PoT folder in Windows Explorer, open myProfile.xml and review its contents. In
particular, you want to find the value of the <link> element with the
rel=”http://www.ibm.com/xmlns/prod/sn/status” attribute. For example, it will look similar to the
following:

__68. Comment out line 19. Uncomment lines 21 – 24. Save the file.

__69. In myProfile.xml, copy the value of the href element found in the previous step. Paste this line
into the String variable found in line 23. When finished, your code should look similar to the
following:

String statusUrl = "https://lc30.demos.ibm.com:9444/profiles/atom/mv/theboard/entry/status.do?
key=bc04a552-c597-4fc8-b32f-a3d4904cc8bc";

__70. Save the file. From the Eclipse toolbar, click the Run button to execute the code.

accessed by the REST API and the subsequent server response. Note, no Atom document or
Feed gets returned after updating your status. So, to see your updates, you'll need to use a
web browser such as Mozilla Firefox to access your profile from the web UI.

__72. From the Windows taskbar, click the Mozilla Firefox icon. Log in to Connections as user
“FrankAdams” with a password of “passw0rd”.


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__73. From the navigation menu, select Profiles → My Profile.

__74. Scroll down to The Board to view your programmatic status message.

3.8 Summary
The Lotus Connections REST APIs truly are powerful!

As you learned in the lab exercises, any application that can make HTTP requests and process XML
documents will work with the REST APIs. In this lab, you used Java and the Apache Abdera libraries to
learn how to create Atom documents, retrieve Connections content, post new Connections content, and
navigate the resulting feeds for more information.

Now that you know the basics, you can begin exploring all of the APIs to build new applications and truly
integrate social software into your enterprise environment!


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Appendix A. Notices
This information was developed for products and services offered in the U.S.A.

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 product, program, or service is not intended to state or imply that
only that IBM product, program, or service may be used. Any functionally equivalent product, program,
or service that does not infringe any IBM intellectual property right may be used instead. However, it is
the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or
service.

IBM may have patents or pending patent applications covering subject matter described in this
document. The furnishing of this document does not grant you any license to these patents. You can
send license inquiries, in writing, to:
IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property
Department in your country or send inquiries, in writing, to:
IBM World Trade Asia Corporation
Licensing
2-31 Roppongi 3-chome, Minato-ku
Tokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such
provisions are inconsistent with local law: 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 WARRANTIES OF NON-
INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states
do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement
may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically
made to the information herein; these changes will be incorporated in new editions of the publication.
IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this
publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in
any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part
of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without
incurring any obligation to you.

Any performance data contained herein was determined in a controlled environment. Therefore, the
results obtained in other operating environments may vary significantly. Some measurements may have


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been made on development-level systems and there is no guarantee that these measurements will be
the same on generally available systems. Furthermore, some measurements may have been estimated
through extrapolation. Actual results may vary. Users of this document should verify the applicable data
for their specific environment.

Information concerning non-IBM products was obtained from the suppliers of those products, their
published announcements or other publicly available sources. IBM has not tested those products and
cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM
products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of
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All statements regarding IBM's future direction and intent are subject to change or withdrawal without
notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business operations. To illustrate
them as completely as possible, the examples include the names of individuals, companies, brands, and
products. All of these names are fictitious and any similarity to the names and addresses used by an
actual business enterprise is entirely coincidental. All references to fictitious companies or individuals are
used for illustration purposes only.

COPYRIGHT LICENSE:

This information contains sample application programs in source language, which illustrate programming
techniques on various operating platforms. You may copy, modify, and distribute these sample programs
in any form without payment to IBM, for the purposes of developing, using, marketing or distributing
application programs conforming to the application programming interface for the operating platform for
which the sample programs are written. These examples have not been thoroughly tested under all
conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these
programs.

Appendix Page 107

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Appendix B. Trademarks and copyrights
The following terms are trademarks of International Business Machines Corporation in the United States,
other countries, or both:
IBM AIX CICS ClearCase ClearQuest Cloudscape
Cube Views DB2 developerWorks DRDA IMS IMS/ESA
Informix Lotus Lotus Workflow MQSeries OmniFind
Rational Redbooks Red Brick RequisitePro System i
System z Tivoli WebSphere Workplace System p

Adobe, Acrobat, Portable Document Format (PDF), and PostScript are either registered trademarks or
trademarks of Adobe Systems Incorporated in the United States, other countries, or both.

Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the United States, other
countries, or both and is used under license therefrom.

Java and all Java-based trademarks and logos are trademarks of Sun Microsystems, Inc. in the United
States, other countries, or both. See Java Guidelines

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the
United States, other countries, or both.

Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel
SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its
subsidiaries in the United States and other countries.

UNIX is a registered trademark of The Open Group in the United States and other countries.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

ITIL is a registered trademark and a registered community trademark of the Office of Government
Commerce, and is registered in the U.S. Patent and Trademark Office.

IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications
Agency which is now part of the Office of Government Commerce.

Other company, product and service names may be trademarks or service marks of others.


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© Copyright IBM Corporation 2011.

The information contained in these materials is provided for
informational purposes only, and is provided AS IS without
warranty of any kind, express or implied. IBM shall not be
responsible for any damages arising out of the use of, or otherwise
related to, these materials. Nothing contained in these materials
is intended to, nor shall have the effect of, creating any warranties
or representations from IBM or its suppliers or licensors, or
altering the terms and conditions of the applicable license
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these materials to IBM products, programs, or services do not
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operates. This information is based on current IBM product plans
and strategy, which are subject to change by IBM without notice.
Product release dates and/or capabilities referenced in these
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IBM, the IBM logo and ibm.com are trademarks or registered
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IBM at the time this information was published. Such trademarks
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ibm.com/legal/copytrade.shtml

Other company, product and service names may be trademarks or
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