Download Integra for Notes 46 Evaluators Manual

1
Introduction
Your evaluation copy of Integra contains:
the Integra for Notes database (.nsf)
a Time Sheets sample Lotus Notes database which provides a step by step introduction to the features of
Integra for Notes and Integra Quick Reports
links to various manuals available on-line.
This Evaluator’s Guide is designed to allow someone who is evaluating Integra for Notes and/or Integra Quick
Reports to be able to quickly understand the business scope of the products, to deploy them to his workstation
and to test the solutions in a structured manner. This will result in the evaluator being able to assess whether
these tools meets the business needs for which they are being considered.
The objective of the evaluators guide is not to go through each and every feature point of Integra for Notes or
Integra Quick Reports but rather to concentrate on:
Allowing deployment to the evaluator’s workstation
Listing the Help text that is available within the evaluation database
Using Integra Quick Reports to generate ad-hoc reports to Excel and mail merge letters from any Lotus Notes
view.
Creating a number of Integra profiles
To run this evaluation you will require Lotus Notes 6.x or greater as well as Microsoft Word™ and Excel™ to be
already installed on your workstation. Adobe Acrobat PDF Writer or PDF995 would optionally need to be installed
to evaluate the PDF functionality.
1.1
Introduction to Integra for Notes
Integra for Notes is a solution which allows exchange of data between Lotus Notes databases and Microsoft
Word, Excel, text, XML and PDF files. Its main usage is:
Reporting - Provision of reporting facilities from Lotus Notes data using the presentation facilities of Word
and Excel with data coming from fields in a Notes database as well as computed values including data from
multiple databases and other non-Notes databases such as Oracle, MS-SQL, DB2 etc.
Data Analysis – leveraging the capabilities of Excel for data analysis including charting, pivot tables, sorting,
grouping etc.
Printing – improving the capabilities for printing of Notes data and specifically the control of exact positioning
and accuracy of printing such as forms, quotations, invoices etc.
Mail Merge and labels – utilizing the capabilities of Word for the generation of mail merge letters and labels
taking data from Lotus Notes databases
Migration to Word – for companies migrating a database off Lotus Notes, Integra for Notes can be used to
export all or selected Notes documents to a Word document, automatically detaching any attachments found
in the Notes documents.
Importing – providing capabilities for the importation of data from Excel, text files and even Word documents
into documents in Lotus Notes databases creating new Notes documents or updating existing documents.
Notes client only.
Most of these facilities are available to the user equipped with either a Lotus Notes client or Internet Explorer
browser as well as automatically in accordance with a timed schedule.
Integra for Notes 4.6 Evaluator’s Guide – V 4.6/1.0
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Shireburn Software Ltd - © 2008 – 16 June 2008
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