Connecting to places

After downloading the IBM® IBM Lotus® Quickr™ connectors installation file, qkrconn.exe, use the connector wizard to install and connect to a Lotus Quickr server to gain access to its places.

1. Be sure to close down the applications you are installing a connector for. For example, close down Lotus Notes® before installing the connector for Lotus Notes.
2. Navigate to the directory where you saved the executable file qkrconn.exe.
3. Double-click the qkrconn.exe file to launch the installation wizard and select a language for installation.
4. Follow the prompts from the installation wizard to connect Lotus Quickr to the applications you use. Be sure to select each connector as needed. Decide whether to install the simple application or all its sub-features also. Click Next.
5. Click Finish when installation completes.
6. Connect to a Lotus Quickr server by adding a place as follows:
   • For Microsoft® Windows® Explorer, open Windows Explorer and click Add Places.
   • For Microsoft Office/Outlook, click Add Places in either the Places menu bar or the Places task pane's dropdown menu (Outlook 2007). This starts the Add Places wizard. The first time you open Outlook after installing the connector, you will see the Lotus Quickr Tools menu bar. Microsoft Outlook 2007 users will see the Lotus Quickr tab with a toolbar and the Places task pane.
   • For Lotus Notes click Places > Add Places in the sidebar.
   • For Lotus Sametime® connector, click Places > Add Placesin the sidebar. If you use Lotus Sametime as a standalone application, the Lotus Quickr Places shelf is added to the Lotus Sametime window. If your Lotus Sametime implementation is embedded in Lotus Notes, the Places shelf appears in the Lotus Notes sidebar. The first time you open your Lotus Notes mail client after installing the Lotus Sametime connector, you need to use the Add Places Wizard to populate the Places shelf with Lotus Quickr places you have access to and want to collaborate on with others.
7. In the Server field, type the server name, such as http://your.quickr.server.com.
8. Select an Authentication type of Basic, Integrated Windows Authentication, or Siteminder (for Siteminder Basic, not Siteminder Form) if available in the Authentication dropdown list and as instructed by your administrator.
9. In the User ID field, type the user ID that you use to log in to the Lotus Quickr server.
10. In the Password field, type the password that you use to log in to the Lotus Quickr server. To save the password for easier log in during future sessions, click the Remember this password option.
11. Click Next. A list of available places loads and is displayed. Places that have already been added to your connectors appear checked-off in the list.
12. Click Finish to complete setup.
13. To set the temporary folder where documents are stored before being transferred to the Lotus Quickr place, highlight a place name and click Preferences.
14. Click OK to confirm your settings.

    When you save the connection settings, a connection is established, and the list of places you selected is shown as follows: An icon with the place name or names is added under the Places folder in Windows Explorer. Places that you unchecked in the Add Places window are removed from Windows Explorer.

    • In Microsoft Windows Explorer, the list displays under the Places folder. If more places are available on the server, you can add them later by right-clicking in Windows Explorer and clicking Add Places. While you are connected to the Lotus Quickr server, documents that you update are automatically uploaded to the place, and the upload status displays in the Places Connectors Monitor.
    • In Lotus Notes, the list displays in the Lotus Notes client sidebar panel after you click the Places icon.
    • In Lotus Sametime the list displays after you click the Places icon.

    You can now work with files and documents stored in a Lotus Quickr place from your desktop application. Documents appear in a folder-file hierarchy under the appropriate place icon. If you enable the Show Views preference, you can also see any personal views that were created in a place, along with Drafts Views and Shared Views. The Private Drafts view shows all drafts you have originated. The Checked Out by Me view shows all documents you currently have checked out in the place. Place components such as the Home page, Discussion forum, Tasks, and Calendar never appear in the Places list. Only Libraries and Lists display. The Index will appear if the connector preferences Show Views is enabled.