Alfresco 4.2.

2 Training
Lotus Notes Plugin for Alfresco
Fabian Fritz
Jeddah, February 2015

Lotus Notes Plugin

Store to Alfresco

Search & Workflows

Alfresco

Email documents

Startup View

Show plugin panel

View Sidebar Panel

If you do not see the Lotus

Notes E-Mail Manager for
Alfresco, please choose:
View
Right Sidebar Panels
Lotus Notes E-MailManager for Alfresco

Information

Online Documentation

Logging Information

Preferences

Preferences
Email Manager for
Alfresco is
configured in the
Preferences dialog.

Usually your
Administration
team is setting the
authentication
details.

Preferences

You can check, if

you are pointing
the right server.
Usually your
Administration
team is setting the
server URL.

Preferences

You can set your

language here

Preferences

Target when opening

Alfresco from Lotus
Notes:
- Web client:
Alfresco Explorer
- Share:
Alfresco Share

Preferences
Priority for Drag & Drop from
Alfresco:
- Document: Documents are
attached to the email as
attachments. If the Ctrl key is
pressed, a link is added to
the email.
- Link: A link is inserted into
the email for each
document. Using the Ctrl key
allows to attach the
document.
- PDF document
- Link to PDF document

Preferences

Context to browse as
default, changable during
usage:
- All Sites
- My Sites
- Favorite Sites

Preferences

Show preview on hover:

Hover mouse over
document to see a preview
of a document.

Preferences

No visual effect for the

user.
If it checked, the email
is sent to the server in
a compressed way. This
means the email is
transferred faster.

Preferences

Depending on the
setting, attachments
are either extracted or
not upon dragging and
dropping an email with
attachments into the
Alfresco Email Manager
panel.

Plugin layout
Main Window

1.
2.
3.
4.

Content tree in Alfresco

Context to browse
Filter shown content
Search tab: simple and
advanced search
5. Workflow tab: Start Alfresco
workflows
6. Status border

2
1

4
6

Site Folder Actions

1. Refresh folder content

2. Create a new folder

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Site Folder Actions

Folder Actions

Tasks

1. Create a new folder Memos inside of Email

Manager
2. Upload a new document from your harddrive
into that folder via Email Manager
3. Edit the document online and save the changes
4. Open the Details of that document and view
them in Alfresco Share

Document Actions

Document Actions

Document Actions

Drag & Drop Documents as Email Attachments

Drag & Drop Documents as Email Attachments

Drag & Drop Documents as Email Attachments

Press and hold Ctrl key

and drag & drop a
document from
Alfresco, then you
attach just a link to this
document.

Drag & Drop Documents as Email Attachments

Press and hold Ctrl+Shift keys

and drag & drop a document
from Alfresco, then your
attachment will be transformed
to an pdf document.

Drag & Drop Documents as Email Attachments

You can drag & drop multiple

selected documents at once

Drag & Drop Email to Alfresco

Drag & Drop Email to Alfresco

Drag & Drop Email to Alfresco

Drag & drop also allows you to

transfer an attachement to Alfresco

Edit a document

You can start edit onlinedocuments

from within Lotus Notes.
Double clicking start online editing too.

Tasks

1. Send a link to a document to your neighbor

2. Create a new email to your neighbor and add
the document as an attachment

3. The receipient of the email should store the

email including the attachment to Alfresco
(note: drag&drop with attachment extraction
enabled)
4. View the email with attachment in Alfresco
Share

Simple Search

1
2

4
5

1.
2.
3.
4.
5.

Search query
Show only documents
Show documents and folders
Show only email documents
Search results

Simple Search Result

1
3

1. Bookmark:
Mark entry as a favourite
2. Open:
Open result
3. Email attachement:
Create new email and use the document as attachment
4. Email link:
Create new email and insert link to document

2
4

Starting a workflow

Workflows
Same UI as in Alfresco Share

Workflows

1. Filters
2. Workflow list
3. Switch between:
Own tasks
Initiated workflows

Tasks

1. Search one of the documents that you placed

into Alfresco before
2. Start a workflow to ask your neigbour to review
the document
3. Your neigbour should do some changes and
return the review workflow task
4. Send the edited document as a PDF to
e10151@isdb.org (note: use the PDF
conversion method while dragging&dropping
the document)

Thanks for your attention

Westernacher Products & Services AG

Knigstrae 26
70173 Stuttgart
Telefon: 07 11/72 25 95 0
Fax:
07 11/72 25 95 99
E-Mail: alfresco@westernacher.com