tnda-smartupgradetor851

8/8/2019 TNDA-SmartUpgradeToR851

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Smart Upgrade

Complete R8.5.1 Package Creation Step by Step


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Overview (1 of 2)

What does this presentation cover?

Part 1 Creating the Smart Upgrade Kits and Smart UpgradeTracking database.

Part 2 Setting up your computer to create the kit.

Part 3 Creating the Kit.

Part 4 Using SURunAsWizard to create an single-file executable.

Part 5 Uploading the package and updating the policies.

Part 6 A deployment example.


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Overview (2 of 2)

Before we start

This presentation is geared toward deploying Lotus NotesR8.5.1 Standard.

The SURUNAsWizard will be used to create a self-contained executable that runs with a different user id thathas Admin rights to each and every machine (because mostusers only have User or Power User rights).


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Part 1

Creating the Smart Upgrade Kits and SmartUpgrade Tracking Results Databases


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Part 1 Database Creation (1 of 17)

Lets start by creating the Smart Upgrade Kitsdatabase. So, from your Lotus Notes 8.5.1 client, start

by clicking on File Application New...


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In the New Applicationscreen, type a database title,

a file name, pick a server(the hub in my case) andselect the Smart Upgrade

Kits (8.5) template.

Note: Make sure to select the

Show advanced templatesotherwise you wont see theSmart Upgrade template.


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Once the database is created, something that lookssimilar to this should open.


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Tweak the ACL of the Smart Upgrade Kits database(make sure that */[YourDomain] has Author rights).


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Now that the Smart Upgrade Kits database, has beencreated, we have to update the server configuration

document(s). Start by putting a link into the buffer byclicking on Edit Copy As Application Link.


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Open the Address Book and go to the Servers Configuration view:


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Select the server configuration doc where youcreated the Smart Upgrade Kits database and click on

Edit Server:


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Now go to the Client Upgrade Smart Upgradetab, and paste the database link. While you are there,

enable the Limit Concurrent Smart Upgrade and setit to 5. Once youre done, click on Save & Close.


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Now you can replicate the Smart Upgrade Kitsdatabase to all the servers in your region and update

each servers configuration document once thereplication is complete.

Either use the Administrator client to ask AdminP toreplicate the database around OR do it manually viaFile Replication New Replica.


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Now we need to track who got upgraded and how itwent so, lets create the Tracking database! Click on

File Application New.


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In the New Applicationscreen, type a database

title, a file name, pick aserver (the hub in my case)and select the LotusNotes/Domino

Smart Upgrade TrackingReport template.

Note: Make sure to select theShow advanced templatesotherwise you wont see thetemplate.


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The Smart Upgrade Tracking Results database shouldopen.


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Once the Smart Upgrade Tracking Results databaseis opened, tweak its ACL (File Application

Access Control).


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The Tracking works via a mail-in databasedocument that you create manually. So, open the

Domino Directory (or Address Book if its still calledthat in your environment) and go to the view Servers Messaging Mail-In Databases and Resources:


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Once youre in the Mail-In databases view, click onAdd Mail-In Database.


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Now give the Mail-In database a name, a descriptionand point it to the right Server and File name. When

ready, click on Save & Close.


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Part 1 is done

Congratulation!

You have created the Smart Upgrade Kits database, the

Tracking Results database and the Tracking Results Mail-Indatabase document.

You have also updated the appropriate server configurationdocument(s) now go get a coffee!


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Part 2

Preparing your computer to create the kit


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Part 2 Preparation (1 of 18)

A good chef usually has a very well organized kitchenand has most of his ingredients ready before he

starts to cook

Part 2 is about getting the right files, organizing them

and preparing what youll need for Part 3.


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Well, if youre going to deploy R8.5.1 you need toget it from somewhere!

In my case, I went to the Passport Advantage web site andlogged to be able to download the files I needed. Heres the

link to the Passport Advantage web site.

http://www.ibm.com/software/howtobuy/passportadvantage/pao_customers.htm


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Once you are in Passport Advantage (or whereveryou go to download Lotus products), find and

download to your computer the following files (usethe C number to search for them more quickly).

CZ5S3EN : IBM Lotus Notes 8.5.1 for Windows English.

C84T5NA : Install Shield Tuner for Lotus Notes 7.0.x, 8.0.xand 8.5 for Windows 2000, 2003 English


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Please note that I placed the 2 files inC:\Temp\SmartUpgradeFiles. Once, you have the 2

files downloaded (hopefully to a similar directorystructure), unpack the R8.5.1 client by double-clickingon the exe for the R8.5.1 package:


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The package from Lotus allows you to select twooptions for the unpacking. Select the 2nd and type a

folder to place them into (note where I placed them).


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Just give the Install Shield Wizard some time tounpack the files.


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If you already have R8.5.1 Standard Full (with theDesigner and Admin client installed like me), youll

get this error. Simply click on OK (dont worry,theres a workaround for this error that error in Part3).


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If you had the error from the previous slide, in thenext screen youll get the Completed message.

Click on Finish. Otherwise, simply cancel theinstallation.


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Once the installer stops, go back to your folders andcreate a new folder called R851Standard-

PostTuner:


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Now, lets install the Install Shield Tuner. Start bydouble-clicking on the exe for the tuner:


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Give the Tuner a bit of time to start the installationprocess:


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The Tuner is happy to see it and wishes youWelcome click Next:


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Simply enter the user name and company name andclick Next:


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Select a Complete installation and click Next:


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Click Next to begin the installation:


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Part 2 is done

Congratulations!

You downloaded the right software and installed the Install

Shield Tuner right?

Grab another coffee and turn to Part 3 when youre ready


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Part 3

Tuning the R851 Package

P t 3 T i (1 f 55)


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Part 3 Tuning (1 of 55)

To start Part 3, we need to define what we want in ourR8.5.1 Standard package.

We want the Client Single Sign-On feature to be installed.

We want the IBM Symphony installed.

We want the Composite Application Editor installed. We want the Sametime Integrated plug-in installed.

We want some notes.ini settings pre-loaded.

We want a tweaked jvm.properties file pre-loaded. We want the default Sametime community pre-loaded.

And we want the company rss feed pre-set.

P t 3 T i (2 f 55)


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As you saw in the previous slide, we want a lot ofthings done for us. Some of those are really easy to

accomplish while others are a bit more tricky.

The Client Single-Sign-On, the IBM Productivity

Editors (Symphony), the Sametime Integrated plug-inand the Composite Application Editor (CAE) are reallyeasy options to choose the others tweaks not soeasy.

When you are ready to start, move on to the nextslide.

P t 3 T i (3 f 55)


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To start Tuning, start the Install Shield Tuner. Youllusually find it in Start Program Files Lotus

Applications

Lotus Install Shield Tuner:



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The Install Shield Tuner will start up and you shouldsee this splash screen:



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Right away, the tuner will ask you to select a file totune. Select the LotusNotes.itw file in your

C:\Temp\SmartUpgrade\R851Standard-PreTunerfolder.



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In the Tuner options, click on Create a newTransform:



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Click on the Browsebutton in the upper right

corner and select the MSIfrom the Pre-Tunerfolder. Then, check thebox Response

Transform and click onCreate:



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If you get the error Cannot upgrade AllClientinstallation, its because you have the R8.5.1 client

with the Admin and Designer client installed. Dontpanic simply click on OK (3 times) and go to thenext slide for the solution.



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If you received the error Cannot upgrade AllClientinstallation, use notepad and edit your notes.ini

rem out the line INSTALLTYPE=2 and add a newline INSTALLTYPE=6. Once thats done, go back tostep 7 and re-click on Create:



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If all goes well, you get the usual Welcome screen.Dont worry about the installer its basically

faking an installation so simply click on Next:



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However if you get this screen youll need to useanother machine. I have not been able to find a work-

around for that and Lotus didnt have a solutioneither



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As usual, agree to the license agreement and click onNext. If you DONT see the license agreement, the

solution is in the next few slides.



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Make sure the User Name and Organization are OKand click Next:


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g ( )

This is where you select the SSO feature, Symphony,the CAE and Sametime. Click Next when ready.



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g ( )

Remember that this is a Make Believe installationso click Install.



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g ( )

If all goes well, the Installing screen will flash-byreally quickly and youll get this rewarding message.About 1/3 of the battle is done. Grab another coffeeand click on OK when ready.



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g ( )

Now that the fake installation is completed, if youhad ran into the Cannot upgrade AllClientinstallation error, you can change back yourINSTALLTYPE line in your notes.ini back to 2:



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Now, we need to review and tweak some settings.First, go to the Organization Product Propertiessection and make sure the Default Destination Pathis set correctly.



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Go to the Application Configuration SetupProperties section and modify/review thePROGDIR,DATADIR and REDIR_DATADIRpaths if need be.



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While youre still in the Application ConfigurationSetup Properties section, modify/review theNTMULTIDIR path if need be.



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Continuing in the Application Configuration SetupProperties section, modify/review theRCP_INSTALL_LOCATION path (if needed):



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Now well add the tweaks we want in the notes.ini(yes, they can be pushed via policy but this puts themin the ini right-out-of-the-gate). To begin, go thesection System Configuration INI Files:


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Now expand the new folder structure (dont panicbecause its still thinking its using the full ProgramFiles but it will use your structure during theinstallation) and RIGHT-click on the Notes folderand click New IniFile:



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Rename the new ini file to notes.ini:



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RIGHT-click on the notes.ini file and click on NewSection:



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RIGHT-Click on the NewSection and click onRename. Rename the section to Notes:



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Now, replace the line on the right side so that it saysIM_ENABLE_SSO with a value of 1.



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We need to add another ini parameter, so RIGHT-clickon one of the empty INI lines and click on Add:



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For the new ini parameter, well add theCREATE_R85_DATABASES and well give it a valueof 1:



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Well RIGHT-click again on another empty line andadd the VIEWIMP7 parameter with a value of Lotus1-2-3,0,_IWKSV,,.123,.WK1,.WK3,.WK4,.WKS,.WR1,.WRK,,4,:



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We are done with tweaking the ini but there are a fewmore steps ini-related. To complete these steps, go tothe Additional Tools Direct Editors section andthen find the table IniFile:



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In the IniFile table, change the values in theDirProperty S72 column from NOTES toVDIR_INI:



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In the Additional Tools Direct Editors section,find the table Components and click on it to open it.


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Now, that were done with the ini tweaks, lets go backto the System Configuration Shortcuts section:



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In the Shortcuts section, well right remove almost allthe desktop shortcuts (except Lotus Notes 8.5) byright-clicking on each one and selecting Delete:



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Ok, were almost there now well ask the Tuner tobuild the tuned package and well do the restmanually. So, at the top, click on the PackagingWizard icon:



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In the Wizard, select the Post-Tuner directory youcreated and click Next:



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Check all the boxes and click Next:



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We wont use SMS so leave those boxes uncheckedand click Next:



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Just check your settings and click Finish:



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If all went well, the Tuner will create the Tunedsetup files and youll see this at the bottom:



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At this point, you can close the Install Shield Tuner ifyou want to (click on File Exit).



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Now, we have 3 things left to tweak. The 1st is theSametime Community and the 2nd is the pre-loadedRSS feeds and the 3rd is the jvm.properties file. So,

lets go to the folder R851-PostTuner\deploy andopen the plugin_customization.ini with WordPad(Notepad did not like some characters for me).



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In the plugin_customization.ini file, add these 4 lines modify the host to your own Sametime server.

com.ibm.collaboration.realtime.community/loginAtStartup=truecom.ibm.collaboration.realtime.community/loginByToken=true

com.ibm.collaboration.realtime.community/host=sametime.uu.com

com.ibm.collaboration.realtime.community/savePassword=false



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Now, save and close the plugin_customization.ini file:


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Once the presetfeeds.opml file is opened, add thisline right under the Lotus Notes 8 tips (if yourcompany has a news feed)


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Now, save the presetfeeds.opml file and closeNotePad:


Fi ll ll k h j i fil i h


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Finally, well tweak the jvm.properties file in theR8.5.1 package to give the client a little performanceboost. When ready, go to the folder R851-

PostTuner\deploy and double-click on thejvm.properties file to open it.


With th j ti fil d h th li


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With the jvm.properties file opened, change the linevmarg.Xmx=-Xmx256m to vmarg.Xmx=-Xmx512m.


Wh d th j ti fil d l it


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When ready, save the jvm.properties file and close it:


Part 3 is done


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Part 3 is done

Congratulations!

Long and painful right?

Well, the fun isnt over yet! Now we need package that thingwith the SURunAsWizard tool So, go grab another coffeeand turn to Part 4 when youre ready


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Part 4Creating a (very large) self contained

executable with the SURunAsWizard

Part 4 SURunAsWizard (1 of 18)

Whats SURunAsWizard and Why do we need it?


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What s SURunAsWizard and Why do we need it?

Simply put, SURunAsWizard allows us to install LotusNotes using an id that has more than User or Power Userrights to the machine. This is vital for us because we have alot of people out there with limited rights to their machine.

Also, SURunAsWizard allows us to create 1 (very) largeexecutable that can be downloaded by the sales force(because they usually dont map network drives).

Important note: use the SURunAsWizard from R8.5.1 notfrom previous releases because of bugs.


To make life easier for the SURunAsWizard well start


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To make life easier for the SURunAsWizard, we ll startby going to the Post-Tuner folder and well renamethe file Lotus Notes 8.5.1.mst to

LotusNotes851.mst:


To run SURunAsWizard go to your R8 5 1 Notes


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To run SURunAsWizard, go to your R8.5.1 Notesfolder and double-click on the SURunAsWizard.exefile:


As usual you get greeted by some form of


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As usual, you get greeted by some form ofWelcome screen click Next:


In this screen you need to enter the user id that has


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In this screen, you need to enter the user id that hasAdministrator rights to the machine and its password.Use %computername% for the Domain and click Next:


Since we want to create 1 (large) executable file,


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Since we want to create 1 (large) executable file,select the 1st option and click Next:


Click on the Add button and select all the files and


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Click on the Add button and select all the files andsub-directories in the Post-Tuner directory. Then,select Setup.exe as the file to launch:


In the command line options to use, type the


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t e co a d e opt o s to use, type t efollowing:

/s /v"ALLUSERS=1 TRANSFORMS=LotusNotes851.mst /qb+!"


Now, you need to select a location where the package


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, y p gwill be created (as you can see, I created a foldercalled R851Standard-SelfContainedPkg:


Double-check your selections and click on Next when


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yready:


Because you are creating a self-contained executable


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y g this is going to take a while. Go get another coffee.Trust me.


Once the SURunAsWizard has completed the


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package, youll get this prompt. Simply click on Done.


Now, just to be safe and to prevent confusion later


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down the road, rename the file that theSURunAsWizard created with more meaningful name:


Test it out!!!!


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Before moving uploading this into the Smart Upgrade Kitsdatabase and tweaking groups and policies it would bevery smart to test it out!

Take the file SURunAs created and copy it to a laptop orcomputer that has Lotus Notes R7.0.x on which you havelimited rights


What to check when Testing?


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When testing, pay very close attention to the things we hadset in the Tuner.

Is Symphony installed?

Is the Sametime Integrated Plug-In installed? Is the jvm.properties file tweaked?

Does Sametime logs the employee into the right community?

Does the notes.ini contain the new parameters?

Test test and test some more to be paranoid!


Important Gotchas


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On step 8, you saw that we have to enter switches that are

passed to the setup.exe. These switches are documentedhere: http://www-.ibm.com/support/docview.wss?uid=swg21247849

Heres whats amazingly, incredibly, super important toremember is that you CANT use the -d switch whenbuilding a kit from a full setup.exe you can only use that

on webkits. That is not well documented. If you use d witha full setup.exe, it will ignored *ALL* your Tuning! You havebeen warned.


Important Gotchas (continued)


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IF you are testing and the executable created with the

SURunAsWizard does not behave like it should, ie, it didthe upgrade but some settings arent there re-do yourpackage from scratch. I kid you not. When I was running

into weird stuff, like the jvm.properties file ending up in adifferent directory, Id just delete everything and rebuild thepackage from scratch and it resolved the issue.

Did I mention you should test your kit?


Part 4 is done


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Congratulations!

Not as painful as Part 3 right?

Well, youre probably full of caffeine now so Im sure youreitching to move on to part 5


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Part 5

Creating the Smart Upgrade Kit Document

Part 5 The Kit Document (1 of 24)

Whats a Kit document and why do we need it?


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In this section, well upload the 500 meg self-contained

installation package into the Smart Upgrade Kit databasesthat we created in the 1st part.

The Kit documents can be set to upgrade only certain usersand only if they have a certain version of Lotus Notes.

In the next slides, well be creating a group (to select whogets upgraded) and the kit document.


First and foremost, lets create a group that well useto protect the kit document To create the group


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to protect the kit document. To create the group,open the Domino Directory (or Address Book if you

havent renamed it yet since the R4/R5 days).


Now click on the Groups view to open it.


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Once the Groups view has opened, click on theAdd Group view action button


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Add Group view action button.


Give the group a catchy name and a description onthe Basics tab


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the Basics tab.


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In the Administration tab, put the Owners and theAdministrators. When ready, click on the Save &


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Administrators. When ready, click on the Save &Close button.


Now that the groups are created, you can go back toyour workspace and open the Smart Upgrade AM


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your workspace and open the Smart Upgrade AMKits database that you created in Part 1.


In the database, click on the New Kit view actionbutton.


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button.


The Kit document has many fields, so well gosection-by-section. Lets begin in the Basics


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y gsection of the Basics tab. This is quite simple:

simply give the kit a decent description and makesure its enabled.


In the can be used to upgrade section, makesure the Source field has the word Release 7.* in


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it (its case sensitive too!), select, Notes Basic in

the Source Configuration, select the Windows/32 OS,English and Notes client only. Set the Release 6.5field as per your requirements.


In the After applying this kit section, simply typeRelease 8.5.1 as the Destination version and check


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the box if you want Lotus Notes to restart

automatically after the installation.:


In the Location of update kit, select Attached tothis note and attach the (large) self-contained


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gexcutable that we created in Part 4 . Leave the

Optional arguments for attached kit empty.


At the bottom, in the Optional message, you canenter a bit of text that will be displayed to the


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employee when they are prompted to upgrade

(remember that you can only type 256 characters).


Now, switch to the Administration tab and add thegroup you created in the Allowed Users & Servers.


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LEAVE LocalDomainServers in there otherwise the

kit wont replicate. Also set the Owners andAdministrators field.


Just to be safe, go back to the Basics tab andreview your kit document. When you are ready, click


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on Save & Close. Keep in mind you are saving a 463

meg file (or around that ) so it will take a while.


Repeat the steps if you have created another kit forthe installation with the Admin and Designer client if


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you need to. Once the kit(s) is/are saved, it/they

should appear in the view. If you notice the keyicon, it simply means that that kit is for a full clientsinstallation.


Now, we need to modify the policy thats applied tothe employees so that it knows that they can

d R851 S b k h D i Di


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upgrade to R851. So, go back to the Domino Directory

(or Address Book if you havent changed the titlefrom the R4/R5 days).


Once you are in the Domino Directory, go to theConfiguration Policies view.


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Once you are in the Policies view, open the policythat you have assigned to all your users.


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Once the policy is opened, click on the settings forthe desktop.


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Once the Desktop settings document appear, click onthe Smart Upgrade tab and click on Edit Settings.


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Type the version to deploy(Release 8.5.1), set thedeadline and select the


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deadline and select the

Mail-In database name thatwe created in the 1st part.When ready, click on Save& Close.


Part 5 is done


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Congratulations (again)!)

Adding the kit isnt so hard but you really need to make surethat you secured the kit with the group otherwise youll get

a ton of calls from end-users saying hey, why am Iprompted to upgrade whats this I didnt get trained,etc, etc


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Part 6A deployment example

Part 6 Deployment (1 of 18)

What are we going to do in this section?

Thi ti ill h h t h h t


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This section will show you what happens when a user gets

upgrade.

When you want to upgrade someone, you simply add them

into the group you created in Part 2 and they will getprompted to upgrade the next time they start Lotus Notes(usually). If you are in a hurry (like I was for thesescreenshots), you can tell the employee to click on File

Tools Notes Smart Upgrade.


Ok, in this case the employee starts his Lotus NotesR7.0.1 client and enters his password.


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In my case, I asked the employee to click on File Tools Notes Smart Upgrade.


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The following screen appears I asked the employeeto click on Update Notes Now.


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The installer file will be downloaded the progresswill appear in the status bar at the bottom. While thisis downloading the countdown timer adjusted as


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s do oad g t e cou tdo t e adjusted as

it went along.


Once the package is downloaded, Lotus Notes warnsthe employee that its ready to go


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The following message will appear while the packageis being detached.


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The installation will start (notice that the otherwindow stays opened in the background). This willtake about 10 to 15 minutes. Go get another coffee.


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g


Victory! Click on OK.


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Lotus Notes 8.5.1 will start automatically (because ofthe Restart checkbox in the Kit document).


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Because there was no reboot, SSO is not working yetso we had to enter the password.


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Because I had set the policy to upgrade the mail fileof 8.5.1 users to the mail85.ntf template he gotprompted.


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The splash screen changed to this during the mail fileupgrade (see upper left corner).


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And presto the client started.


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This error appeared either because the employeehad no folder or because the agent did not exist. Illneed to investigate it.


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Finally, we opened the Side-Bar and clicked onLogin for the Sametime client.


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And presto we were loggedinto Sametime at thecommunity defined during the


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package creation.

yes, that employee does nothave any body in his contact

list so what you see is normal.


Part 6 Conclusion

Well, everything went very smoothly.


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And after a reboot SSO started to work.

This is the end until the next version

tnda-smartupgradetor851

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