August 26, 2014 5 min to read

Lotus Traveler Tips for iPhone Users

Category : 4CTechnologies

This post submitted by Senior Consultant for 4CTechnologies, Sharon Haver

We all know that Traveler does a great job with Mail, Calendar and Contacts.  But what about those utility apps that make our lives just a little bit easier?  How do you get your journal and To Do’s to your iPhone?  How do you lookup a co-worker’s contact information?  What if you want to work with encrypted mail messages from your iPhone?  Hold on for the ride….. ’cause here we go!!

NotesBook

Do you keep personal tidbits in your Lotus Notes notebook (aka journal)?  If so, have you ever found yourself wishing you had that data available to you on your iPhone?  Well, wonder no more…  there’s an app for that!  A 3rd party app called “NotesBook” ($5.99 – developed by Julain Buss) allows you to push your notebook entries to your phone, so long as your administrator has set you up as a roaming user.

Here’s how to perform the setup:

On the Settings page, enter your internet address and HTTP password.  This would be the same password that you would use for webmail.

Your Domino Server can either be your mail server or some other server that has been specified to house roaming user data.  Your notebook most likely resides in the ‘roaming’ directory, followed by your personal roaming directory (i.e. FILastName).  By default, the NotesBook app assumes a filename of journal.nsf.  If your notebook/journal is relatively new, it may have a filename of notebook.nsf.  If that’s the case, you’ll need to specify the path and the filename (i.e. roaming/shaver/notebook.nsf).  You can verify the filename from within your Lotus Notes client.

Your administrator can let you know whether you’ll need to use SSL to communicate with the server.

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Some caveats:

If your company requires a VPN connection to connect to your roaming server when out of the office, you’ll need to first login to your VPN solution on your iPhone before synchronizing entries between the server and the phone.  Otherwise, entries within the app will only be as recent as the last synchronization.

If an entry contains an image or an attachment, it does not load by default.  In order to download the image or attachment, you’ll want to click on the Download icon located at the top-right of the entry:  Mailbox icon
Upon launching the app, auto-synchronization will occur if the app hasn’t been opened in the past 24hrs.  Otherwise, you can manually initiate synchronization using the Synchronize icon located at the top-left any view:  Synchronize

How to Lookup a User’s Information

You’re out of the office and need to call a co-worker.  If you don’t have them entered as a personal contact, how do you find their information?  Looking up user information in your corporate directory is just a few clicks away!

Here’s how:  Launch your Contacts application and select Groups from the top-left:

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Select your IBM Lotus Notes Traveler grouping of contacts.

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In the search bar, begin typing part of the user name and matching results will appear. Click on the arrow to the right of the user name to display all associated details.

NapNapolitano Contact

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IBM Notes Traveler “To Do”  To Do

You keep close tabs on all of your current To Do’s while you’re in the office – what needs done, when is it due, who will be working on this task with you.  Once you walk out of the office, have you ever wished that you could review this information on your phone?  Maybe you were in a rush to leave and you want to check items off of your list by marking them complete.  Not a problem – we’ve got this covered!

The IBM Notes Traveler “To Do” app pulls all of your To Do’s from your mail file down to your phone – and vice versa.  And best of all – it’s FREE!!

Setup for the app is easy.  You’ll just need to enter your username (internet address) and HTTP password (used for webmail).  You’ll also need to know your company’s traveler server URL.  You’ll want to ask your administrator if SSL is required.

Screen Shot 2014-08-26 at 2.10.12 PM

Traveler Companion  Companion

There may be times when you receive confidential emails from a sender who chooses to encrypt the mail message.  Sure – this absolutely increases security but what happens when that message gets to your iPhone?  Without the Traveler Companion application, you would be unable to read the mail message since the iPhone’s mail client has no way of decrypting the mail message.  However, the Traveler Companion app enables users to both receive and send encrypted email messages, so long as the recipient’s user ID is either contained in the mail file or available in an ID vault (your administrator can tell you if your ID is contained in an ID vault).

Here’s how you’ll need to configure your account – and it’s similar to the configuration for the “To Do” app:

  • Enter your username (internet adddress) and HTTP password (used for webmail).
  • Next, enter your company’s traveler server URL.  You’ll want to ask your administrator if SSL is required to reach your Traveler server.
  • In order to compose, reply to or forward encrypted mail messages, enter an “E-mail Address” if it differs from your Username that you use to login.
  • Lastly, if you want to include a signature on outgoing messages, you’re able to enter your mail signature.

Screen Shot 2014-08-26 at 2.14.08 PM

Here’s what you’ll see when you open an encrypted mail message – you’ll want to click on the link which automatically opens the Companion app. Enter the password associated with your Notes ID (which may differ from your HTTP password) and the message is decrypted.

Screen Shot 2014-08-26 at 2.16.36 PMIf you choose to reply or forward this message while in Companion, the message is automatically encrypted using your Notes ID file.

Screen Shot 2014-08-26 at 2.17.50 PM

Some caveats:

If your company does not use ID vault, you will need your ID file to be contained within your mail file.  To verify whether your ID file is in your mail file, you can login to iNotes (webmail) and then navigate to Preferences/Security.  This will show if your ID file is contained within your mail file as well as giving you the option to import your ID file.  This can be helpful if your ID file is not contained within your mail file OR if you want to import a more recent ID file if you don’t recall what the password for the outdated ID file is.

Similarly, if you open Companion and choose to compose a mail message, it is automatically encrypted as well.

ID file

Companion only works with encrypted mail messages, not encrypted calendar invitations, and attachments cannot be added to newly composed mail messages from within Companion.

And there you have it!  A crash course in using Lotus Notes Traveler for iPhone.  If you have any questions on other ways to optimize Lotus Notes for business productivity, be sure to check out how 4CTechnologies is on the cutting edge of collaboration solutions.  We have decades of experience customizing enterprise solutions for our Lotus clients nationwide!  Hopefully this tutorial is a great start for getting you on your way to more productive business interactions.

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Comments (2)

  • avatar image
    ReplyLorenzo May 4, 2016

    Thank you. Great post, very important for everyone trying to make use of Domino with mobile devices. To sync. personal notebook/journal with iPad/iPhone is crucial, for us.

  • avatar image
    ReplyGyanender September 8, 2014

    Thanks to give this important information with us. The step by step clarification is awesome.